charlie mcelligott is actually insanely impressive, one of the greatest macro strategists alive right now. most of these boomers you see writing books are just getting fed alpha by the genXers in their peak right now. truely remarkable this fella is writing directional takes being at nomura

literally not paying attention to the market anymore apart from reading his takes and weekly gs roundup

leopold aschenbrenner will either be a generational finance meme or one of the new goats - prob first tho

we need these charts back in crypto man

in nyc for the week

who wants to intern @ street @drsaratancredi2

accelerate

now delay the 13F filing to make everyone think youre trading under the 100M report limit

i find a lot of these intercompetition ethics debates in startup just genuinely so tiring, the only thing that matters in high growth sectors is to win at all costs and to monopolise the sector quicker than the other person. assume noone is playing clean, because noone is. worst thing is to signal moral highground with no moat, you just get eaten up by the people who just don't care and bully you with their capital bc their refill size is infinite compared to yours

life is all just market theory ngl