Morning Brew ☕️
us hearing our alarm tomorrow morning https://t.co/LXgA38BCo1
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FXHedge
GOLDMAN SEES 25% AUSTRALIA RECESSION ODDS, 30-35% IN NEW ZEALAND
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Paras Chopra
Can confirm.

Thinking and simply reflecting/day-dreaming without distractions can be pleasurable. https://t.co/y1Pd3b3BEr
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Paul Graham
Wow, something of a bombshell in this interview. I always wondered why Microsoft raised venture funding. They didn't need it. The VC involved hypothesizes it was partly because Ballmer wanted to be sure he got the equity he'd been promised.

https://t.co/QUfxHNnDGB
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Durable Investments
RT @DevinLaSarre: People constantly shout that the tobacco industry is doomed.

Are they correct?

I don’t think so, and I believe there is compelling data that explains why.

$PM $BTI $MO $SWMA

https://t.co/cviqdBt1wt
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Paul Graham
Jessica and I had dinner with some founders in the current YC batch who also did YC ten years ago. It's great when YC alums do YC again. Their batchmates benefit from their experience, and for the partners it's like seeing old friends again.
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Rob Briner
🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔🤔

"Just thinking" is more enjoyable, engaging, interesting (and less boring) than you might imagine/predict.*

https://t.co/rHlNA3A038

*Just one paper/six experiments requires replication https://t.co/Qm6KXWzXbW
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Alex Brogan
RT @ThePhDPlace: This thread could save you hours every week https://t.co/Apy0iL9dCA
10 insanely useful free websites you needed but didn't know existed (instant bookmarks): - Alex Brogan
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Alex Brogan
RT @fortgatetrader: Worth looking into.. Thanks a ton @_alexbrogan https://t.co/KCtPkJSRmA
10 insanely useful free websites you needed but didn't know existed (instant bookmarks): - Alex Brogan
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Paul Graham
RT @alispagnola: I made an instrument 🎹 out of spring doorstops https://t.co/ftoK0vtgja
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Bread Crumbs Research
Equity investing during inflationary times https://t.co/yZBaGlrbTR https://t.co/QumVDcluTe
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Paras Chopra
I'm looking for a solid software engineer (backend/full-stack) to work with me on my new health project.

All my last 10 hires have come from twitter, and you could be the next one!

Email your CV: paras@wingify.com
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Five Minute Macro
The thought occurs that, by combining sophisticated payments technology with weak controls, rampant money-laundering and ill-advised levels of leverage on toxic securities, crypto promoters have reinvented European banking.
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $ADBE, $AGNC short, $CATY and $OEC

$ADBE pitch:
– High-quality business with a long-term IRR of 16-17%.
– 90% GMs and 42% cashflow margins.
– Around 20% growth over the last two years.
... 👇
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Jim OShaughnessy
Two thoughts from Eric Berne

“We are born princes and the civilizing process makes us frogs.”

“A loser doesn’t know what he’ll do if he loses but talks about what he’ll do if he wins and a winner doesn’t talk about what he’ll do if he wins but knows what he’ll do if he loses.”
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