Paul Karger

[Yahoo Finance @YahooFinance]

Tech and chip stocks are boosting markets to record highs.

“We’re living through the greatest boom in productivity, certainly in our lifetime, but probably in history,” TwinFocus co-founder Paul Karger says. “We’re also living through the greatest bull market in history.”

[Brian Halligan @bhalligan]

I’m starting to worry about Massachusetts
1. Biotech is way off from a few years ago
2. Only 1 of the top 50 ai companies are in MA
3. The Fed research funding cuts hitting MIT, Harvard, Whoi are brutal.
4. The millionaires tax is working in the short run, but I know a lot of wealthy folks preparing for a FL move.
5. A glut of empty condos
6. It’s not “cool” for young folks
7. It’s expensive as sh-t.

I honestly don’t think the MA/Boston govt can do that much about it as they are kind of macro issues. I give them big credit for working on building more housing and fixing the T, which will help.

I’m trying to help w HubSpot, partnering w WHOI, teaching at MIT. I’d like to help more. Specifically I’d like to encourage and help more ai and climate companies in the state. I think ai and climate should be our dual growth engines.

[Paul Karger @pkonezero]

We’re seeing this very clearly on the ground and have a front row seat at TwinFocus. A meaningful portion of the wealthy tax base is leaving Massachusetts, and many more are actively preparing to do so. It’s not just the 9% surtax; the 15% estate tax is a major accelerant. Even for families who stay, we’re increasingly moving trusts and large taxable assets out of state. For decades, Boston has been the most beautiful, innovative, and safest big city in America, which is what makes this trend so concerning. Short-term revenue may look fine, but long-term erosion of the tax base is real and hard to reverse once it’s gone.

[Yahoo Finance @YahooFinance]

More than ever, "we're really focused on diversifying balance sheets," Twin Focus co-founder @pkonezero tells Yahoo Finance.

Aside from having exposure to AI, investors should also be in "financials, industrials, [and] healthcare," he adds.

[Yahoo Finance @YahooFinance]

"We think absolutely you should own gold," TwinFocus co-founder Paul Karger says. "It's just a great store of value ... [with] a 2,000-year history."