One of the people MIT invested in earlier this year is someone who compounded at 15% for 15 years but just managed money for friends and family when we found him - he just quietly compounded and never really tried to market. Simple strategy on its face, picking North American

If Ukraine blew up Nord Stream; great If Russia blew up Nord Stream; equally great I am simply pro-sabotaging Nord Stream NO RUSSIAN GAS

Fan mail.

This thread reveals some amazing shorts.

$ARKK is up almost five percent, the genetics version over 5%. Thumped.

Taking another twitter break.

Nvidia again had fabulous results and is trading down pre market. The results in February were also fabulous, and the stock traded down in the morning. It finished up. Cisco, back in the day, had fabulous results, traded down and stayed down. That was the top. Not just for

WHO STARTED SELLING!?

Winston Churchill being understated. Reading his History of the English Speaking People. Am up to the War of the Spanish Succession. He observes that the monopoly right to import slaves to Latin American colonies was assigned to a French company. He says that this touched

Antithumped.

Glorious. ht: many people

For really dumb LinkedIn greetings it is hard to beat this: Hope you are well? I came across your profile and thought we might have some interesting things to share. I’d love to learn more about what you do and explore how we might collaborate. I mean why should I tell you what

Not thumped, but lightly slapped.

It was this tweet which made me decide to reveal my thesis. He told the world that I was just a troll. I am a troll. I objected to "just". $PCT

The solution is to go long Volkswagen, short Porsche. Nothing could possibly go wrong and it worked out just fine last time.

Michael Taylor seems to think production numbers or positive guidance will "fix" Purecycle stock. There is a general unwillingness to address the real issue here. I am short Purecycle because Dan Gibson is an idiot. The problem is terminal too. You can't fix stupid.