Global Investor

PM, Multi-Strat, "Iron Sharpens Iron", Life is Transitory

[Global Investor @GlobalInvestor0]

@TotemMacro @MauiBoyMacro The memes use the phrase “ late stage capitalism”

[Global Investor @GlobalInvestor0]

@TotemMacro @FU_joehudson Which books of his do you recommend ? Any particular reading order?

[Global Investor @GlobalInvestor0]

@TotemMacro @lovemesexy8 @LukeGromen Are you referring to the initial Risk Off / Safe haven move?

[Global Investor @GlobalInvestor0]

@TotemMacro @Shgagwei @esjesjesj @TotemMacro From an evolutionary perspective, what’s the purpose of the ego if we need to kill it to be more successful?

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@sidprabhu 🎩

[Global Investor @GlobalInvestor0]

@sidprabhu They’ve also indicated that they will not allow transit of ships from countries that enforce unilateral US sanctions, regardless of willingness to pay toll. This is their way out of the US/Israeli straitjacket.

[Global Investor @GlobalInvestor0]

@TotemMacro @andrewjames3200 Over what time period do you see this playing out?

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@jposhaughnessy “I write to discover what I think”

[Global Investor @GlobalInvestor0]

@TotemMacro @Gooner_JJ_ Do you recommend any good books on this topic?

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@TotemMacro @adcha91 @CensoredHumans https://t.co/xH0hMaW1O7

[Global Investor @GlobalInvestor0]

@justinskycak Source: https://t.co/iMg9nheohP

[Global Investor @GlobalInvestor0]

@justinskycak I enjoy your writing and my children use Math Academy. How do you reconcile what you shared with this:

[Global Investor @GlobalInvestor0]

@TotemMacro What do you think will be the catalyst for a correction this time?

[Global Investor @GlobalInvestor0]

@TotemMacro @SethCL "Shirt sleeves to shirt sleeves in three generations”

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@justinskycak @anon_individual Would the CS course be appropriate for a freshmen high school student? My son is already doing MathAcademy.

[Global Investor @GlobalInvestor0]

@S_curvecap @IdleLightkeeper I can confirm Villefranche.

[Global Investor @GlobalInvestor0]

@justinskycak Sounds right. It would be great if it could be supported with a citation of empirical evidence.

[Global Investor @GlobalInvestor0]

@IdleLightkeeper Will DM you

[Global Investor @GlobalInvestor0]

@IdleLightkeeper Annecy is more picturesque but also a lot more tourists. Visit Annecy but outside the summer months.

[Global Investor @GlobalInvestor0]

@IdleLightkeeper Skip Montreux. It doesn’t fit what you’re looking for.
Replace it with Publier or Evian (yes, the water). You’ll still be on the same lake but the French side instead of the Swiss, along with the small town charm.