Here's a short story on technical due diligence and why it can be so important. We had a company that came in wanting to build an e-commerce tool and wanted to compete with conventional search engines. The team was interested, but how could these founders compete. 🧵.

The market is a voting machine in the short term, but a weighing machine in the long term. The bored ape yacht club truly has fallen from 'greatness' and apes are at some of their lowest prices ever (not much liquidity either). Glad to see some reality return to this space.

Join millions who have switched to Grok.

Some things to know about dealing with stockbrokers most retail investors don't know; . - You can negotiate a discount on margin interest rates. If they tell you margin is 12% you can get it down to 7-10 easily. - You can negotiate discounts on commissions! It can get as low as

Quantconnect has shipped an MCP server! This has been a very fun hobby so far as I've now taken a strategy live to the market and now I can casually ask claude how they're doing and what they're holding. Super handy and really fun idea. Well done to all.

There's a fun debate about labor productivity with the advent of AI. If you ask me, this will follow Jevon's Paradox, as resource efficiency increases, usage will along with it. This will probably happen with knowledge work just like it would with driving. Certainly the driving

It's important for good investors to wrap their minds around multiple asset classes just to see the world from lots of different perspectives simultaneously. I've finally been looking at real estate and wow, there's a TON to this area! As a venture capitalist this is just so

Fun fact, yesterday, I was the ENTIRE option trading volume for a healthcare ETF across the entire United States market. It was only two contracts but it's still a resume booster. Img src - ThinkorSwim Option Statistics (from Schwab)

More crypto drama in the courts. This one literally came to my desk! It looks like this time around, Coinbase had a dogecoin sweepstakes to incentivize users to signup and make a deposit on the platform. If i'm understanding correctly, there was also a free way to signup for this

Everyone should be able to use free and open source AI (I ran this entirely offline on my M1 macbook pro). For the first time I'm aware of OpenAI published an open source model, and this is a fantastic model. If you want to try some FOSS AI, take a look at Jan and GPT-oss! It's

Anyone remember that Coinbase PM that was using insider information to trade ahead of coinbase launches? He was prosecuted (correctly) for wire fraud and he only got 3 months of prison (just lol). In any event, Chastain has appealed and won at the second circuit on

Did you know you could use Vim as a Hex Editor? Here, I'm using it to edit a save file for one of my favorite childhood games, Pokemon Colosseum. vim -b! who knew!

The reason every app looks like this now is because we're now able to express exactly what we want entirely in the language of ideas, without the need for external interfaces. The problem of course is a company like Booking Holdings currently owns an interface, and once they

It's official, GPT 5 is out. So much to say about this, it's really fast, it legitimately does *feel* smarter, and I'm finding it has a more nuanced understanding of some of my problems. One highlight for me is how OpenAI specifically setup channel partnerships with cursor and

There's some Drama in Norfolk, VA over this fourth amendment case involving Flock Safety. For anyone interested, this (venture backed) company essentially provides automatic license plate readers to governments across the country that just reads every plate that passes by. It

HOW BIG SHOULD YOUR BETS BE? . The Kelly Criterion was designed to help you figure out how much of your portfolio should be allocated to a particular trade. The theory outlines how you could maximize growth while minimizing risk.

I'm really surprised AI for excel modeling hasn't been a bigger deal yet. We have OSS copilots like Cline, RooCode, for OSS editors like VSCode, Zed, etc. I signed up for shortcutAI as it looked like the closest to what I wanted (cline for spreadsheets). But really this

A nice product feature!. When you signup for Ramp, they will give you a custom hyperlink to gmail with a prefilled search for their own email. It's a small thing but cool idea. well 👏 done 👏

TRADING ONION FUTURES CONTRACTS IS A CRIME. Another bit of hilarious information I've come across in my reading, apparently onion futures specifically are banned in the United States LOL. If you trade them you can be fined FIVE THOUSAND DOLLARS. Am I missing something? . src -

A fun story that came up in a book I've been reading; . In 1997, the Brazilian government imposed a 0.38 percent tax on all financial transactions in order to raise revenue. This tax caused BRAZILIAN institutional traders to trade Brazilian stocks as American depository receipts

SHORTING THE VIX?. Has anyone done research on shorting the VIX? It seems like there's a consistent decreasing market volatility that can be profitably traded consistently. I have to do dig into average decline timeframes and hedges for spikes like liberation day but it seems

The other day I was on an uber home from the airport and the driver realized we were Egyptian. It turned out he was a civil engineer before coming to America, raised his family here, and now spends his free time building a device to safeguard homes from short term storm flooding.