Offshore
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Michael Fritzell (Asian Century Stocks)
RT @NicoGladia: This is the "education" from Apollo and friends i was referring to few tweets ago 🤡
Snakeoil salesmen.
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RT @NicoGladia: This is the "education" from Apollo and friends i was referring to few tweets ago 🤡
Snakeoil salesmen.
Whelp, Apollo argues that the best allocation is 100% private markets:
- low risk (as measured by std deviation, because hello, laundered volatility)
- and high returns (lol, because they are measured as total return, which probably includes unrealized gains on marks) https://t.co/D8I8ReJDqW tweet
Michael Fritzell (Asian Century Stocks)
RT @JoeValue: Investing in SaaS?
Look for these 4 moats:
1. The Vault: They own the data "System of Record."
2. The Shield: They provide the legal/compliance guarantee.
3. The Result: They charge for outcomes, not "seats."
4. The Network: Their AI learns from all customers, not just one.
Stop buying features. Start buying Context and Accountability.
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RT @JoeValue: Investing in SaaS?
Look for these 4 moats:
1. The Vault: They own the data "System of Record."
2. The Shield: They provide the legal/compliance guarantee.
3. The Result: They charge for outcomes, not "seats."
4. The Network: Their AI learns from all customers, not just one.
Stop buying features. Start buying Context and Accountability.
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Michael Fritzell (Asian Century Stocks)
RT @Stephen19718352: I lived a debauched life from 18-25 and a muted version of that from 25-30. I did all the stuff. Traveled to the places, did the drugs, had the sex and nothing I did in that time period measures up to some random Wednesday night game of monopoly with my wife and kids. Cliffdiving with some hot broad after a night out clubbing is nothing compared to having a family laugh attack at some ridiculous roadside attraction in South Dakota.
All the shit they sell you is a lie. Get married and have kids and grow the fuck up
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RT @Stephen19718352: I lived a debauched life from 18-25 and a muted version of that from 25-30. I did all the stuff. Traveled to the places, did the drugs, had the sex and nothing I did in that time period measures up to some random Wednesday night game of monopoly with my wife and kids. Cliffdiving with some hot broad after a night out clubbing is nothing compared to having a family laugh attack at some ridiculous roadside attraction in South Dakota.
All the shit they sell you is a lie. Get married and have kids and grow the fuck up
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Offshore
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God of Prompt
RT @godofprompt: Opus 4.6 just dropped and it's the most intelligent AI model ever released.
But 90% of people still don't know how to prompt Claude properly.
That's why I built the "Claude Mastery Guide" packed with:
→ Prompt engineering mini-course
→ 30 key prompting principles
→ 10+ mega-prompts ready to copy-paste
→ Strategic use cases for every skill level
→ Recently updated
If you want to actually use Claude at full power, this is the one.
Like + comment "Claude" and I'll DM it to you.
(Must be following)
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RT @godofprompt: Opus 4.6 just dropped and it's the most intelligent AI model ever released.
But 90% of people still don't know how to prompt Claude properly.
That's why I built the "Claude Mastery Guide" packed with:
→ Prompt engineering mini-course
→ 30 key prompting principles
→ 10+ mega-prompts ready to copy-paste
→ Strategic use cases for every skill level
→ Recently updated
If you want to actually use Claude at full power, this is the one.
Like + comment "Claude" and I'll DM it to you.
(Must be following)
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Michael Fritzell (Asian Century Stocks)
RT @shahh: Top 10 visited financial websites this month:
1. Yahoo Finance - 65.4m
2. Robinhood - 40.9m
3. Polymarket - 38.4m
4. Coinbase - 29.7m
5. Bank of America - 25.3m
6. PayPal - 24.4m
7. CashApp - 22.3m
8. Venmo - 20.2m
9. DraftKings - 18.8m
10. Zelle - 14.5m
Notice something? 👀
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RT @shahh: Top 10 visited financial websites this month:
1. Yahoo Finance - 65.4m
2. Robinhood - 40.9m
3. Polymarket - 38.4m
4. Coinbase - 29.7m
5. Bank of America - 25.3m
6. PayPal - 24.4m
7. CashApp - 22.3m
8. Venmo - 20.2m
9. DraftKings - 18.8m
10. Zelle - 14.5m
Notice something? 👀
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Offshore
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App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals
$AMD $PLTR $UBER $LLY $ABBV $NVS $MRK $NVO $AMGN $PFE $NTDOY $PEP $MDLZ $FTNT $CMG $YUM $PYPL $RBLX $TTWO $HSY $RDDT $TEAM $AFRM $SNAP $NYT $ALGN $MTCH $PTON
https://t.co/LagqbFw2RX
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RT @EconomyApp: 📊 This Week in Visuals
$AMD $PLTR $UBER $LLY $ABBV $NVS $MRK $NVO $AMGN $PFE $NTDOY $PEP $MDLZ $FTNT $CMG $YUM $PYPL $RBLX $TTWO $HSY $RDDT $TEAM $AFRM $SNAP $NYT $ALGN $MTCH $PTON
https://t.co/LagqbFw2RX
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Offshore
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Lumida Wealth Management
Are Markets Back In 2008?
In the last six-session window, value has outperformed growth by more than seven percentage points.
Investors are leaning into cash-generating assets with competitive advantage, and opting away from growth stories.
Markets saw a similar leaning and performance-spread during the 2008 crash, and the dotcom bubble.
Does this indicate the end of the bubble?
Find out in today's newsletter: https://t.co/aIPxSPfj4h
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Are Markets Back In 2008?
In the last six-session window, value has outperformed growth by more than seven percentage points.
Investors are leaning into cash-generating assets with competitive advantage, and opting away from growth stories.
Markets saw a similar leaning and performance-spread during the 2008 crash, and the dotcom bubble.
Does this indicate the end of the bubble?
Find out in today's newsletter: https://t.co/aIPxSPfj4h
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Offshore
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The Transcript
RT @TheTranscript_: Analyst: "I hope it’s not the death of software because my job might be dead, but that’s a whole different conversation."
CFO: "You don’t have other skills?"
$SPT https://t.co/DUgpLIS4Nt
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RT @TheTranscript_: Analyst: "I hope it’s not the death of software because my job might be dead, but that’s a whole different conversation."
CFO: "You don’t have other skills?"
$SPT https://t.co/DUgpLIS4Nt
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Offshore
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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Offshore
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God of Prompt
RT @godofprompt: stop feeling fomo about openclaw if you don’t even know what inference means
watch some videos, read some articles
learn and set it up cheap first, find your use cases
then invest into scaling when you see it actually improve your workflows
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RT @godofprompt: stop feeling fomo about openclaw if you don’t even know what inference means
watch some videos, read some articles
learn and set it up cheap first, find your use cases
then invest into scaling when you see it actually improve your workflows
my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ tweet
Offshore
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God of Prompt
Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
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Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
sometimes when i'm feeling stressed out i make a list of actionable steps and imagine mike ehrmantrout saying "this is what you're going to do" https://t.co/MhLBqXyGKK tweet