During the 25-35 bracket, you'll notice this:
Some friends are married to their soulmates. Others are quietly googling "how to file for divorce."
Some are hitting a 5 AM personal best in the gym.
Others are battling burnout and anxiety.
Some are meditating, reading, and healing. Others are escaping reality with cheap dopamine.
This decade is messy. It's brutal. It's beautiful. There is no rulebook. There is no "perfect" pace.
Move at your own speed. Your timeline isn't broken - it's yours.
Genuinely funny that every Knicks fan that has been watching these playoffs thought “okay they cut it to 15 we might have something here” at 0.5% win probability
Jordan Mailata on A.J. Brown trade: "Yes, we can move on now. I think most of us that have been here the last six weeks, we have moved on, just from, we have enough to worry about. Getting over last year, and then coming in here and learning a new scheme and new concepts, like we had to press on. So that's what we were doing. I think this is more of a — it sounds terrible — but like, thank God it's over. It was a slow pain of just, is he in, is he out? We didn't really know, and that really wasn't our focus as a team, our team, especially on offense. But we got to keep these wheels moving, we got new guys coming in, we got rookies coming in again, we got to build that culture every year."
The #Eagles traded a 1st- and 3rd-round pick for AJ Brown in 2022. They got four years out of him that included two Super Bowl appearances and a Super Bowl title, and now trade him for a 1st- and 5th-round pick.
All in all, good business. It was time.
PEPTIDES MASTERCLASS. A must listen if you’re peptide curious, peptide skeptical, bullish on peptides, or anti. The science, the uses, sourcing, concerns, and much more. @AbudBakri thank you for such an informative discussion.
Everyone is better than Jalen Brunson
Until the game is on the line and you are required to be better than him
And then you realize there is no one better than Jalen Brunson
He is inevitable
(I could cry watching these highlights)
We truly are witnessing history right now.
It's clear that the period we are in now will be referenced for decades to come.
The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel.
When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant.
While inflation is back and the labor market has weakened, it simply does not matter right now.
In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power.
Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st.
These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities.
Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind.
Our 12+ month thesis has materialized.