Thomas Cordes

Husband, Father to @henrycordes5, Christ follower, CFA, and Culver Eagle.

[Amit Sharma @AmitSha77280075]

GOOGLE CEO SUNDAR PICHAI: "IF YOU DON'T LEARN HOW TO ORCHESTRATE AGENTS NOW, YOU'LL SPEND 2027 CATCHING UP TO PEOPLE WHO STARTED TODAY."

30 minutes on why the best engineers stopped writing code line by line and started orchestrating agents instead.

Most people think building an agent requires an engineering degree.

It doesn't.

It requires one guide and one afternoon.

Watch the interview.

One guide. One afternoon. That's all it takes.

[Loofy @Loofyb0i]

Jeffrey Gundlach told everyone his exact portfolio: 40% non-US stocks, 25% fixed income, 15% commodities, the rest cash

The DoubleLine CEO doesn't do clickbait - and he just put recession odds above 50% for 2026

1 hour on US debt, the private credit bubble, and gold going to $4,000

bookmark & watch - required viewing before you touch your allocation

[Thomas Cordes @TommyCordes]

@JesseTinsley Pretty unfortunate really.

[Thomas Cordes @TommyCordes]

@Daniel_Rapaport Happy for the US Ryder Cup hopes!

[John Mihaljevic @mihaljevic]

The clearest 11 minutes I have heard on why the AI capex boom may not pay off. @ChrisBloomstran at the Zurich Project on the depreciation wall, ~$650B of off-balance-sheet SPV debt, and the circular financing between Nvidia, OpenAI, and the hyperscalers.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX starts trading this Friday.

Here's what history says happens next.

This is the post-IPO performance of every major tech listing of the last decade. Every name you know. Every name you use.

Look at the last column: maximum drawdown in year one.

– Facebook: -54%
– Snap: -56%
– Uber: -68%
– Pinterest: -70%
– Lyft: -79%
– Rivian: -88%
– Robinhood: -90%

Median first-year drawdown across the entire list: -54%.
Average: -55%.

Not the speculative junk. The whole class. Including the eventual winners.

Zoom eventually rose 142% in year one. It still drew down 40% along the way. Palantir gained 153%. It still fell 53% at one point. CrowdStrike, Datadog, MongoDB. All ended year one higher. All put their holders through a 40 to 67% drawdown first.

There has not been a single major tech IPO in a decade that didn't hand you a brutal drawdown in the first twelve months. Not one.

Now SpaceX joins the list, at the richest valuation in IPO history.

You don't have to buy it today.

The IPO is the seller's moment, not the buyer's.

Wait for the base.

[Thomas Cordes @TommyCordes]

@dennywolfe1925 @coachpower79 Prep schools need to do more than promote hockey. Some actually do. @CulverAcademies

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE SAYS $2 TRILLION OF SPACEX STOCK UNLOCKS 90 DAYS AFTER THE IPO

- Cites Paul Tudor Jones using the same setup to call the 1999 top
- SpaceX, OpenAI, and Anthropic IPOs could total $4 trillion combined
- That's 5 to 7% of the entire S&P 500 in new supply hitting the market

[Ryan Detrick, CMT @RyanDetrick]

Wow

[Mr Family Office @MrFamilyOffice]

https://t.co/TmFD0qlQLA

[CBS Sunday Morning 🌞 @CBSSunday]

Resolving boredom through our incessant attention to our devices has, according to New York Times bestselling author @arthurbrooks, also brought an end to our willingness to let our minds wander – inhibiting abstract thinking and making us vulnerable to anxiety and depression.

He talks about his new book, "The Meaning of Your Life: Finding Purpose in an Age of Emptiness," and why constant distraction gets in the way of our ability to be fully alive.

[Thomas Cordes @TommyCordes]

@MikaelaShiffrin @MuseeLouvre worthy!

[Thomas Cordes @TommyCordes]

@MarkTMeredith @wimms5987 Congrats! We are right there with you!

[Thomas Cordes @TommyCordes]

@TaylorMadeGolf @McIlroyRory Rory can hit a cut? Nice!

[Thomas Cordes @TommyCordes]

@SInow Who?

[Thomas Cordes @TommyCordes]

@TheJacobTurner @SouthwestAir Only true benefit now is the Companion pass which has been a great perk for many years. A list preferred is fine if I fly weeks out but what happens when I need to fly last minute for business? I’ve been drawing down my 1 million points and will exhaust those and search around.

[Thomas Cordes @TommyCordes]

@BarbellFi First is diversify your assets. Second is stay working.

[Thomas Cordes @TommyCordes]

@WhaleEverything @NoLimitGains @grok DONE

[Thomas Cordes @TommyCordes]

@WarDamnDeuce Amen to that!