MastersInvest.com
‘A sustained rebound in stocks would be unwelcome for the Fed, and might well tilt it towards more hawkishness. Investors accustomed to viewing the central bank as a friendly force must instead confront the harsh reality of a Fed call.’ @TheEconomist

https://t.co/nlTiiGROqc
tweet

MastersInvest.com
“In my experience, most people who are lucky enough to sell something before it goes down get so busy patting themselves on the back they forget to buy it back.” Howard Marks
tweet

Artisanal Permanent Capital
Argos Index Q2 2022, tracking mid-market unlisted transactions’ multiples in the Euro-area 1/3 https://t.co/hkm8M2nZuc
tweet

MastersInvest.com
RT @JonErlichman: Predicting the future in 1953: https://t.co/A0iixOKToG
tweet

FXHedge
BLACKROCK LOSES $1.7 TRILLION OF CLIENTS MONEY IN FIRST HALF OF 2022 #winning
tweet

Morning Brew ☕️
my family when they see me putting more money into my Robinhood account https://t.co/mCB1mwEXLJ
tweet

Morning Brew ☕️
they cannot run from us https://t.co/68HzLEPG3Q
tweet

Paul Graham
One of the biggest reasons it gets harder to do new things as you get older is that new things are generally undignified at first (indeed, this is an excellent heuristic for discovering them) and the older you get, the more dignified you're expected to be.
tweet

Internal Tech Emails
Airbnb cofounder: "I thought of a way to make a few bucks"

September 22, 2007 https://t.co/mPPTqLO04z
tweet

Compounding Capital
$AME IRR decomposition 2005-21.

FCF growth drove 80% of returns.

Multiple expansion drove 15% of returns.

Dividends drove 5% of returns. https://t.co/bVW1QASRk5
tweet

Sidecar Partners
The documents attached to this podcast are a treasure trove of what investors were thinking throughout $TDG history.

Fascinating to see what was both important and knowable at key points in the company’s history.

Strongly recommend… https://t.co/Sj75WBViH1
tweet

Paul Graham
RT @aflashbak: Imperial passport of Kublai Khan. It reads:"I am the emissary of the Khan. If you defy me, you die." From 1240 AD. https://t.co/y3QQiDaeGU
tweet