NWTM

"Empty your mind, be formless, shapeless, like water. Water can flow, or it can crash. Be water, my friend."

-Bruce Lee

[NWTM @NWTM_Mgmt]

@shaunmmaguire Not great, perhaps due to mini fued between yanks and euros

Figure there is a 15% chance we can get it appealed and overturned so Balogun can play in the next game

Will see...

[delian @zebulgar]

Damn I am extremely Claude CoWork pilled

I think I can probably cut 5-6h of my work per week with this

and the @rabois-style calendar audit can now happen automatically

List out my top 3-4 priorities, and Claude can check if my time allocation matches to those

So cool

[ₕₐₘₚₜₒₙ @hamptonism]

In hindsight this was the biggest buy signal for the S&P 500 history has ever seen.

[Dexerto @Dexerto]

Max Fosh just set the referee's yellow card on fire after getting booked by the ref

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Flood @ThinkingUSD]

Goodnight sleep + 7am Amphetamine hits like prime Mike Tyson

[Science girl @sciencegirl]

Haiti’s President drinks straight from a water jug while speaking at the UN.

[Nick Tomaino @NTmoney]

Framework for good and evil:

- Humans are fundamentally good but can get sucked into an evil vortex (Epstein ring)

- Evil is a social phenomenon and the individuals who get sucked in are weak

- Evil is deceptive and those who appear good on surface are often in the vortex

- Individuals can escape the vortex and evolve

Source: I See Satan Fall Like Lightning (Girard, 1999)

[Miquel Vila @MiquelVilam]

A very interesting take on Greenland:

[Mike Solana @micsolana]

@austinahlman you have wrapped yourself in the language of morality, but you are a classically presenting evil person animated entirely by resentment and misery.

[Alexandra Semenova @alexandraandnyc]

wealth managers putting your money in an index fund

[Polymarket Sports @PolymarketSport]

😤

[Gary Cardone @GaryCardone]

reminds me of the crypto market @scottmelker

[Elon Musk @elonmusk]

Indeed, zero-sum thinking is the root of so much envy and cynicism

[Viktor Bunin 🛡️🇺🇸 @ViktorBunin]

Imagine you have capitalism produce the greatest country the world has ever known while lifting billions out of poverty and you’re like hmmm let’s give this socialism thing a try that has only ever failed and made people’s lives worse.

What a stupid thought.

[saila @sailaunderscore]

> be Scott Bessent
> born in south carolina
> parents have tumultuous relationships
>consider joining naval academy but unwilling to lie and say I am straight
> go to Yale instead
> partofthatwholeYalething.mp3
> study political science

> intern for Jim Rodgers (Soros co-founder)
> then go work with Jim Chanos
> finally land at Soros Fund Management in 1991
> heading up the London office
> lead the pound short that created Black Wednesday
> Break the Bank of England

> historically donated to democrats
> Al Gore: [unknown]
> McCain: $1,000
> Obama: $2,300
> Hillary: $25,000
> Donate one million to Trump in 2017

> inherit inflation, trade partners in disarray, multiple major conflicts
> stopcaring.png
> reverses trade deficits
> forces China to show their hand
> slaps the richest man in the world when he’s libbing out
> US budget is tightening for the first time in years
> government shut down
> whocares.jpg

> Argentina sidequest
> if I can break the bank of England I can do the opposite too
> buy 40 billion in dollars of pesos at 1488 in FX swap line
> Argentina ETF up 15% one week after the trade

> back to the US
> cut SNAP during shutdown
> too many fat people anyways
> “I respect the market”

> done more for gay acceptance than every single pride parade since the era of Obama

[Former Congressman Matt Gaetz @FmrRepMattGaetz]

“No Kings” my ass

[Dave Portnoy @stoolpresidente]

The #NYCMayoralDebate is the absolute bottom of the barrel politics. You got a guy who got kicked out of office for being a pervert and who already lost the primary vs a communist nepo baby, who has never had a job in his life, hates America, hates the police and is pro terrorist and a 3rd guy who actually loves NYC but has no shot at winning. I feel bad for every person who cares about NYC.

[David Sacks @DavidSacks]

Imagine posting this disingenuous claptrap on a day like today. Trump haters have never been proven more wrong.

[Luca Righetti @lucafrighetti]

wild to to see this from the dallas fed