⁠The Long Investor
Uncomfortable truth:

- If you are not obsessed with what you do, then you have not found your purpose.
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⁠The Long Investor
- I have an economics & business degree
- A law diploma and
- Captain for an Airline

But I learnt 10 X more outside of school, college and work.

You are lucky enough to live in an age where everything is accessible and mainly free these days.

There is no excuse
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⁠The Long Investor
CPI out on Wednesday and it will be an important one.

If it comes in Hot, the market will likely behave as it did when it came in Hot in the middle of April and decline hard

If it comes in cooler than expected, then the Fed has an easier job and can expect to rate cut, either during the summer or before the elections in Nov….the market can make one more leg up in this scenario, how much? Unlikely anything more than 5-10%.

The correction happens in both scenarios and it is healthy and needed.

It is either happening this month or when the Fed Rate Cuts, which is a signal the economy is cooling down which has been evident already from this earnings season.

I hold a lot of my positions but have been building to my cash reserves and safe havens during this time.

I recommend doing the same

$SPY $QQQ
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⁠The Long Investor
If your goal is to give up 9-5, be prepared for 24/7
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⁠Giuliano
Taking notes on how much time I actually spend writing.

I'm working on something to help you build the habit. I believe writing is incredibly useful. https://t.co/pepHqyFiVD
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⁠The Long Investor
876 training activities in 1039 days

You don’t need pills, therapy, drugs or alcohol

You need to move.

@WHOOP https://t.co/9aQXumR11V
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⁠The Institutional Limited Partner
In private equity secondary deals, effective discounts at closing often differ from the agreed discount with the seller.
Learn how to bridge the gap between agreed and effective discount in the 6th article of secondary series :
https://t.co/xOevI4FJ5X https://t.co/pj5L6x503n

https://t.co/4Oj86LdqjX - The Institutional Limited Partner
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⁠The Long Investor
RT @great_martis: The 2 largest economies on the globe depicts significant divergence .

🇺🇸 .vs 🇨🇳

Globalisation disconnected .

What could go wrong .

Convergence inevitable . https://t.co/402hvokpL7
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⁠iinvested
1Q'24 Plural Investing on $TRRVF, $CURN

https://t.co/ZdBiDffR7x

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/YJpep86ZPo
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⁠Clark Square Capital
There are 55,000 publicly listed companies worldwide.

You don't have to own the same stocks everybody else does.
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⁠iinvested
Nice write up from Atai Capital Management on $TPB

You can read it here
https://t.co/HhAAZQRRKy https://t.co/kmb6NCe2W0
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