Wars, recessions, bubbles, inflation, terrorism, panic, fear, media hysteria , buy, sell, sell, buy….all just noise.
Long term is up and to the right.
“The real key to making money in stocks is not to get scared out of them.” Peter Lynch
@sloth_investor @BluSuitDillon
Outstanding work, as always, my friend. What I have started to really learn from you is how important it is to control your emotions and remain patient and objective. One of my biggest faults is entering a position fearing it will run away from me rather than stepping back and being more analytical. Appreciate you and thank you.
This week @jvisserlabs explains the death of hedge funds and why so many of them are blowing up.
We cover the lessons from LTCM, why CPI doesn't matter anymore, whether Anthropic growth is slowing, why bitcoin is holding strong, how tokenization could reshape Wall Street, and Elon's flying car.
YouTube: https://t.co/SgOgQMrXm8
Spotify: https://t.co/1hQoxfLI7b
Apple: https://t.co/50SiQ3TJst
TIMESTAMPS:
0:00 - Intro
1:12 - What LTCM teaches us about today’s market
14:10 - Tokenization & the death of hedge funds
17:40 - Why bitcoin is holding strong
23:33 - AI is offense, bitcoin is defense
26:47 - When bitcoin’s next rally happens
29:38 - Why CPI doesn’t matter anymore
35:59 - Debate: is Anthropic’s growth slowing?
54:02 - Elon’s flying car & a Tesla SpaceX merger
57:26 - AI capital needs & market liquidity
@Dr_Crossroads Really great write up Roy. Appreciate you taking the time to put this together. Thoroughly enjoyed reading it. Been adding to my position over the last few weeks. Looking forward to earnings.
@acethebulllly Thanks for sharing! I really feel that the secret to a great life is having a loving family by your side and the peace of mind that comes from building a comfortable future through your own hard work. That’s what it's all about my friend. Keep on crushing it! 🫡