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former leveraged discretionary

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@CliffordAsness trend followed venezuela win..

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@tola2252 in their other products for now. may revisit next year.

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fukit, 3 posi portf going forward:

1/3 gldm
1/6 avnm
1/2 qhfix when it starts

closed vug vgt vbr voe vxus fxi cqqq shld euad kdef mftnx ebsix etc etc

goal: cut daily market screen time from 45 min to 5

check back in a year

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@tola2252 mostly multistrats now

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what im trying to say is enjoy this, make the most of it, but always have a plan for less accommodating environments.

we are perpetually 1 argument, 10 lines of coke, and 20 errant clicks from nuking it all. no matter what the ytd says.

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to have 250k/year all in spend (nice, nothing crazy) in retirement you need 250k/3.5% = 7.15m, assuming:

- respectable 100k starting stack
- casual 40% rentec medallion returns
- controlled spend
- zero drawdowns

itll still take about 20 years to get there after taxes

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@2170cell earnest money

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@orrdavid @DaBao_ @CDInewsletter the goal isnt to do nothing its to no longer have to fixate on optimizing money everyday

the thailand expats are unhappy about not keeping up with expats in hk and singapore

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@DeepDishEnjoyer 0 real hoeflation is the secret to american dynamism

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@CRUDEOIL231 @calvinfroedge sentiment bad chart gud

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@Finominally like the concept but starting at post quant and trend winters gives unrealistic picture. there are easily older similar funds that can be used to capture more

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@ReubenR80027912 ask for a stupid amount and in the 0.1% chance you get most of it, torch the relationship and flip on day 1

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@nishantkumar07 4.5/45 money printer

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@JaredKubin d

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@ContrarianCurse will they keep it though

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@chupiibear math wise its easier

but ppl underestimate the erosion on a human level after some success and playing with bigger numbers - more expectations from absurd extrapolation, lowered willingness to take losses, increased delusions etc

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strait reopens - broad usd decline resumption

us tech reverses - accelerant

telling that usd not doing much despite positive short term catalysts

(probably wrong fx is impossible)

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@earlykpopjpop Pizzicato Five - The Audrey Hepburn Complex (1985)
https://t.co/7IjcxDPKsc

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@mcnopus

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@powerbottomdad1 https://t.co/1ilG12yYkp

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The ultimate flex (that nobody will notice) is being content

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@RaminNasibov