I turned 25 six months ago, and I wrote myself a list of 25 pieces of wisdom I've learned.
That was right before the pandemic.
Turns out not only every single thing remains true, many have become even more important.
Time for a thread, 25 tweets long 🧵🧵🧵
IMHO the biggest risk to inflation is omicron vs. China.
Factories and ports will be closed if there are any signs of community spread (already happening in Tianjin & Henan.)
I don’t think that is priced in yet.
people love reading predictions (especially on stock/crypto/real estate) because they think they can get an edge in the market (aka make more money)
remember that every investor's goals and time preferences are different
play your games not theirs
on predictions:
if we get them right, we will quote tweet them at the end of the year and pat ourselves in the back
if we get them wrong, they will get lost in the sea of forgotten tweets