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American in Europe; owner @goodsgrp; @thejunteau @thegoodsletter
USA/EU
Joined December 2020
We’re in 1998 Probs got another year of +100% gains to go Position accordingly. Make hay while the sun is shining.
Internet boom: '98 rate cuts led to HUGE rally in stocks AI boom: Fed is now cutting rates Stocks setting up for a late 1990s-style blow-off? We're invested in the leading growth stocks and positioned for what is likely coming.
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The concept of the university — created 1,000 to 1,200 years ago — is dead. No? The internet, AI, politico-cultural absurdism… killed it?
The conversion of college campuses into the least socially and intellectually free places in the country is complete. You'll get more diversity of thought at a rural Wyoming bar, and I'm absolutely serious. I don't like going to campuses anymore.
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Wonderful segment. He would trade it all for his kids. Unconditional love for some aspect of your life is what’s critical to appreciate what’s just a transactional element of life — your job, your wealth, your awards, your record sales. The transactional parts of your life
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“He did what all of us always talk about. He quit his high finance job and took a different route.” “He started a business which again we all talk about and rarely do.”
Sad to see the fintweet reaction towards @itsmarkmoran Sure, $RICK was a complete failure and his investor relations business is clearly suffering but I think he deserves much more recognition than he’s getting 1) He did what all of us always talk about. He quit his high
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Today in @TheJunteau , we unpack what the name "Junteau" actually means -- both the word itself and the inspiration behind it. If you’re a fan of early American history, the tradition of social clubs, or globetrotting statesmen who were also connoisseurs of the epicurean arts…
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This is wonderful
From the wife today. Many thoughts, but highlights one of the main reasons I pivoted my career away from Wall Street was to find a path I could be more present and less stressed (not that SMB is easy at all) https://t.co/XMgg2a1j9g
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From the wife today. Many thoughts, but highlights one of the main reasons I pivoted my career away from Wall Street was to find a path I could be more present and less stressed (not that SMB is easy at all) https://t.co/XMgg2a1j9g
Interview is out. It was a pleasure and I'm honored @blueprintsmb22 took time for some Q&A. Many in SMB/ETA/X circles know the account, fewer know the man behind it, even fewer know his full story. Born in Seoul and having spent his first few years in an orphanage, he was
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There's an incredible amount of slop and anonymity on here, obviously. I talk to people IRL from this platform very often. I turned off DMs recently because of the absurd spam. If you ever want to chat IRL, you can sub to my other avenues and reach out so I know you're a real
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Been the last 5 years of my life, more or less. I highly recommend quitting your job.
I had a month off inbetween jobs over the summer I spent the entire time playing golf, going to the beach, spending time with friends/family, talking to early stage founders looking for seed capital, researching equities, and managing my investments portfolio It was the best
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The people running the US government are moronically inept and should be voted out next election opportunity. I love free speech.
Hirono: "You are requiring applicants to be able to do a certain kind of pull ups, which a lot of woman cannot because of physiological differences." Kash: "If you wanna chase down a bad guy and put him in handcuffs, you better be able to do a pull-up." https://t.co/bdh6OdEqDh
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Man it’s so hard to make millions of dollars. How does everyone on social media do it so easily? Not fair.
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This is insane. I'm buying quantum exposure just as a call option / risk hedge on life.
The $IONQ CEO went on Bloomberg this morning claiming their quantum compute will surpass all $NVDA GPU compute by 2027 — and even called Blackwell a joke. This kind of hype ends in tears. IonQ will be adding another Q in due time. 😭 @MartinShkreli
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Ton of great feedback on the full Q&A with @blueprintsmb22 yesterday in @TheJunteau Here are the top-10 quotes from the interview... 1. On the moment he knew change was inevitable… “If I’m tethered to Bloomberg for the next 20 years, It'll be the death of me. I don’t want to
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