It is so intriguing that so many professionals in finance and investments talk about bringing up kids. I can't help but think they are one main driver for success.

When the right person enters your life.....

It’s very rare that someone does not become better by surrounding themselves by great people. Socially. Professionally. Spiritually. It’s very common that a potentially great person is ruined by not-so-great influences.

"There is never a need to get worked up about things you can't control." –Marcus Aurelius

I see so many overlaps between stoicism, technology, and mental models for dads. In technology's fast-paced world, repeat what works and learn consistently. Use AI ethically without chasing every trend. For dads, daily habits compound into lifelong skills for yourself and

Fed projects unemployment to grow in Q4'25 and stay roughly range-bound in the coming years. Keeping that in mind, and knowing how the US economy affects the world, if you were to teach resilience to kids today (and you would!), what would it look like? Coding? Sports? Life

Tech/AI hype is soaring in the markets. Stay grounded. Focus on your work. Not everything deserves your attention. But whatever you think does, go into it!

Interesting thoughts from Reid Hoffman's Superagency: Historically, we've had common pastures for shepherds or land owners to use for grazing their sheep. This gave them an incentive to increase one sheep at a time, but destroyed the common pastures little by little. Digital

The company with the largest market cap is investing left right and center. For a moment it seems exciting. Another, scary. Is this investing for growth, merely deploying dry powder, or political push? All of the above? Nevertheless, it seems everyone wins.

I was today years old when I learned that there are massive proprietary web crawlers going through billions of websites periodically. They form gigantic databases which enable the training of LLMs like OpenAI, Gemini, Claude, Perplexity and Grok among others. A free example of

Reading about Jimmy Treybig in The Power Law - Venture Capital and the Art of Disruption by Sebastian Mallaby. From HP engineer to startup pioneer: Jimmy Treybig left HP in '73, joined Kleiner Perkins as entrepreneur-in-residence, then founded Tandem Computers in '74 with their

When you compromise with bad people, their consequences become yours. When you tolerate what you know is wrong—out of ambition, out of fear, out of wishful thinking—you eventually pay the price.

It is insane how many tools are at the fingertips of anyone with ambition on the internet. You can literally learn anything, build anything, and become anything. All you have to do is focus for a period of time and your dreams can come true.

"...our children will live in a completely different future" adults of every generation since the 1800s

The euphoria around AI, crypto, treasury companies and whatever else is the hype these days, is scary! I'm often stuck in the conundrum of choosing between remaining 80% invested and reducing position sizes to keep cash for a major dip. Does anyone else feel the same way?

In a world where a giant like Nvidia starts delaying its product because of a much smaller competitor - AMD, you've got to give credit not only to AMD itself but to TSMC too! I believe it is the silent winner in the growth of #AI

Too often groups will make a decision to do something without assigning personal responsibilities, so it is not clear who is supposed to follow up by doing what. Be clear in assigning personal responsibilities. #principleoftheday

Today I read a scary story of investors investing in the private space. They were approached to invest in well-known private companies like #openai #SpaceX etc. They were told they were investing in an SPV holding shares of the company. Where in fact they were investing in a 3rd

A man can be emotionally shattered, mentally exhausted, financially ruined, and spiritually drained, but if he’s still showing up, no one notices. Society doesn’t check his mental health, only his performance. Utility over humanity. Every time