𓃓 Banana-land markets: The bull case few want to make

8 reasons for optimism when everything looks batshit crazy

🥂 Status at the expense of independence

The monk versus the millionaire

📉 How I think about market crashes

Pray for the crash?

♠️ Poker, risk, and avoiding financial blowups

Also ego, not losing at tennis, and choosing your battles wisely.

🤔 What rising rates are doing to asset prices (and why)

Some implosions, purchasing power, and cashflow vs enterprise value.

💡 Branding advice from a master

And how he saved me from a meltdown.

☀️ Light, Celsius death blow, a better analytics, & dopamine hits

Two random tools and some crypto news.

👍 My formula to guarantee a good productive day

How to feel great, optimize the brain, and live more at ease.

🤖 Diving into the crazy new ChatGPT

What it is, what it does, applications for it, and changes it WILL bring.

🫂 Frens R Gud

Downmarket survival, smart lazy investors, SBA loans, FTX theme song.

🤡 Swimming naked, sticky inflation and a clown show

How transitory is inflation (a look at history), destroying capital, Metamask IP logging, and some good ole’ grift.

💣 Here we go again… FTX

Gah. I keep on thinking that I’m done talking about crypto, but crazy entertaining shit just keeps on happening.

😲 A real-world example of buying $1 for $.50

My story of a startup, small cash-flowing businesses, and how I recently acquired 6% of a public company Most Buffett

🩸 Blood, profitability, options, and valuations

$SNAP… $META… $AMZN… So it turns out, that in the end, markets actually do care about valuations and free cash

🧘 FounderSummit, The AI Writer, Great Depression Learnings, and DAO Liability

Hey, I’m just catching up after a lovely few days at this year’s FounderSummit, put on by Tyler Tringas from the Calm Fund. If

💸 M1 vs M2 Money Supply, Monetary Policy History, Banning Inflation

No, the Fed did not actually print 5x as much money in 2020 I see the chart above getting hooted

🧠 Learn from failure, not success

I’ve been thinking about failure a lot recently. With markets blowing up, portfolios going south, and the stench of uncertainty

🤡 The Ponzi Meltdown 🤡

A guide to not getting rekt I hadn’t planned to write about Crypto today. I had originally planned to write

✈️ Takeaways from my Berkshire Hathaway pilgrimage

It’s not just for stock pickers Last week I went to Omaha. Joined by thousands of others from every imaginable