https://t.co/UcPuIxdPMO

https://t.co/1YRzByAZjB

awesome take. remember that 100 years ago 1 in 4 US employees worked on a farm. today, that number is just 1%. technology forces adaptation and enhances the cost of living. give yourself the skills to thrive in new environments.

3 of 4 games with one remaining (as white) here at the Durham Chess Club February Fianchetto Rapid Tournament @DinaBelenkaya when Queen City👸🏻vs Bull City 🐂?

1st⛳️outing of 2026 +3 thru 9 6/7 fairways 7/9 greens in reg

More than a game. It's a workout for your mind. Start playing chess! 🤩

Up from 0 five years ago...pretty solid adoption.

Just updated the scoring rubric for the Buffett Bot. Every token now gets graded on: - Token category (infra > meme, always) - How deep liquidity is - How distributed holders are - Price stability - The project's staying power Old money criteria. New money markets.

Our industry has a pattern of confusing great marketing with great investing. Buffett said it best: when the tide goes out, you see who's been swimming naked. Maybe it's time we checked the beach. ---- Full breakdown with sources on BitFinance. Link in bio.

Asked on CNBC about China's human rights record, Dalio said he "can't be an expert in those types of things." He has traveled to China since 1984. He managed a $1.25B Chinese fund. When your fund depends on access to CCP markets, your analysis will reflect that dependency.

Dalio preached a "meritocracy of ideas" where every employee is rated and held accountable. Then he rigged the rating system so he was the only person excluded. Munger once said never trust anyone without skin in the game. I think about that a lot when I read Principles.

The annualized underperformance vs. a basic index was roughly 3%. About 2% of that went to fees. The clients absorbing those costs were pension funds and endowments. Teachers. Firefighters. University students. This is not an abstract observation.

Pure Alpha in 2019: 0.5% S&P 500 in 2019: 31.5% Pure Alpha II in 2020: -18.6% Rival macro funds in 2020: double-digit gains. Macro funds are supposed to thrive in volatility. That is their entire value proposition.

All Weather fund, 2014-2023: 43% total return. A simple 60/40 portfolio over the same period: 90%. The most boring, passive allocation strategy in finance outperformed the world's largest hedge fund by nearly 2:1.

I spent the weekend pulling Bridgewater's actual performance data. Not the narrative. Not the TED Talk. The scoreboard. What I found is worth your time whether you agree with me or not.

Receipts. As promised. 🧵

Buffett's entire edge is buying cash-flowing assets below intrinsic value and holding. That framework works in DeFi right now and almost nobody is applying it. Everyone's chasing 1000x. The real money is in 15-20% yield with downside protection.

Ray Dalio is the most overrated figure in modern finance. A 60/40 portfolio nearly doubled his All Weather fund over the last decade. The "greatest hedge fund manager alive" got beat by the most boring strategy in existence. I'll show the full receipts Wednesday.

Building an AI trading bot will be useless if you don't bake in loss audits. GOAL: Each loss = one prompt = one fix. Here's what I did: 👉Every losing trade automatically gets sent to Claude for diagnosis (root cause analysis, categorized by failure type, and parameter fix

amazing article. tl;dr "I'll learn it when it's ready" is the most expensive sentence in the English language right now.

Awesome to see @theblondebroker breaking out with a new podcast. Give it a follow and listen in 👇🏼🙌🏻