Adam Pascarella

Founder of Second Order Capital Management and author of Reversed in Part. Tweeting about markets, value investing, and the occasional dose of EPL.

[Adam Pascarella @apascar]

I wrote a book!

It’s called Reversed in Part and shares the stories of 15 law school grads (like @rabois, @BillingsDiahann, @Scaramucci, @MMSnodgrass, @sanderdaniels, and more) with fascinating careers. Get your copy for $0.99 this week only ⬇

https://t.co/eTGuJV7oA0

[Adam Pascarella @apascar]

@JOGOBONlTO RIP Claude.

[Adam Pascarella @apascar]

@DeepSailCapital Ackman’s idea of return on invested brain damage is probably relevant here.

[Adam Pascarella @apascar]

@MacroEdgeRes @DonMiami3 Potemkin village.

[Adam Pascarella @apascar]

@QTRResearch Quiet period, right?

[Adam Pascarella @apascar]

@karpathy @moltbook @openclaw Compared to other things in this space, this is understating it. Absolutely stunning.

[Adam Pascarella @apascar]

@DiscountedTr Saylor next.

[Adam Pascarella @apascar]

@Jesse_Livermore No doubt. Why writing will be an even more important skill. Writing is thinking.

[Adam Pascarella @apascar]

https://t.co/9krpdH0auD

[Adam Pascarella @apascar]

@Xenoimpulse One of the greatest films from the past few decades.

[Adam Pascarella @apascar]

@herbgreenberg @JeffMacke @howardlindzon Instant dopamine hits in your pocket, available 24/7. Brand new world.

[Adam Pascarella @apascar]

@Mr_Derivatives Mostly astrology. In fact, has recently been a good contra.

[Adam Pascarella @apascar]

@AmitSegal We all know something is going to happen. The admin’s conciliatory rhetoric is just a bluff.

[Adam Pascarella @apascar]

@sebastianjunger Really looking forward to this.

[Adam Pascarella @apascar]

@TradingThomas3 There will eventually be a reckoning.

[Adam Pascarella @apascar]

@mitsuhiko Gold rush mentality, even if the results aren’t there.

[Adam Pascarella @apascar]

@deepvaluebettor Show me the incentives and I’ll show you the outcome.

[Adam Pascarella @apascar]

So are the 25% tariffs on countries doing business with Iran not a thing anymore? Or does the market just not care?

[Adam Pascarella @apascar]

https://t.co/C1MGwAIvgB

[Adam Pascarella @apascar]

@DeItaone Lol

[Adam Pascarella @apascar]

@Markshannon93 @GergelyOrosz @addyosmani Yep, that’s the exact problem. The only way out is to treat the LLM as a tutor and actually understand what’s happening behind the scenes. “Accept All” is a trap.