�𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Quiver Quantitative
BREAKING: Representative Max Miller is introducing a bill that would require airlines to give refunds after delays of more than 2 hours.
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⁠App Economy Insights
🏎️ F1 The Movie is out.

So here's a look at F1 The Business. https://t.co/4QfEmZVSqL
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⁠Investing visuals
Wide-moat business breakdown series:

No. 1 of 12: $ASML — the backbone of modern tech 💎
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⁠Investing visuals
$NFLX is absolutely unstoppable lately. It’s now a 1,000+ bagger since going public in 2002.

$10K invested would be worth $10.8 MILLION today🤯 https://t.co/hoGH6IGhsU
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⁠Quiver Quantitative
BREAKING: The Senate version budget bill is now estimated to add $4.5T to the national debt.

The version passed by the House was estimated at $3.0T.

Many members said the Senate bill would need to spend LESS in order for them to vote for it.

Senate is still working on their version, will keep you posted.
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⁠Quiver Quantitative
Look at this.

We recently noticed Senator Ashley Moody buying up to $100K of Howmet Aerospace stock.

The stock has now risen 45% since her trade.

Up another 3% today: https://t.co/0XD0aXUf1v
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⁠iinvested
1Q'25 Baron Fifth Avenue Growth Fund on $LLY, $IOT, $KKR

More fund letters here:
https://t.co/NM0463QOZj https://t.co/ZVPAbKwncr
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⁠The All-In Podcast
BESTIES ARE BACK! 🚨

huge week:

-- 12 day war ends in us-led ceasefire

-- how markets digested it + future of the region

-- why socialism won in nyc, what it means for the democratic establishment

-- stocks hit all-time highs completing wild turnaround

-- science corner: aging reversal out of china

-- anthropic and meta get favorable rulings on ai copyright

(0:00) bestie intros: the core four is back!

(1:38) launching all-in tequila!

(7:01) 12 day war ends in us-led ceasefire: what it means for the future of the region

(29:48) how markets digested the last few weeks in the middle east, crucial role of energy independence

(39:58) democratic socialist zohran mamdani upsets andrew cuomo in the democratic primary for nyc mayor

(1:06:02) science corner: stem cell-driven aging reversal out of china

(1:18:09) market at all-time highs after huge turnaround: bull and bear cases; next fed chair?

(1:32:49) ai copyright: anthropic and meta receive favorable rulings
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