Friends, If you are on X or just do a lot of investment-reading online, you are quite aware of the…
Friends, First of all, here’s the slides I shared in this vid: I hope that video was helpful. I watched it again…
Friends, I really hope to be helpful today so bear with me as this isn’t the rosiest way to begin.…
Friends, The largest firms in the world's capex doesn’t lie. They’re all-in on AGI. Since the so-called hyperscalers are also…
Friends, I really liked this listicle by Sasha Chapin: 50 things I know I was gonna do my usual thing…
Friends, The phrase “studies show...” is almost always followed by bs. To understand why, I’ll point you to a post…
Friends, Let’s hop right into a recommendation. This essay is packed with useful decision frames. If you’ve been with me…
Friends, Last Sunday morning’s letter talked about reading. The night before at my cousin’s wedding, he quoted CS Lewis in his…
Friends, My 12-year-old is a compulsive reader. To the point of me telling him, put the book down, go do…
Friends, If you read nothing else in today’s letter, hear me now: THANK YOU. Thank you from me. Thank you…