An over 5 years ago, I decided my benchmark should be the top 5 popular investors at the time. This made some sense - these were the people to beat as a PI. Beating these PI's would prove my mettle and earn my place and result in success and copiers flocking to my banner.
Looking at the list now.... Show More
𝗛𝗼𝘄 𝗵𝗮𝘀 𝗔𝗜 𝗯𝗲𝗰𝗼𝗺𝗲 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗱𝗮𝗶𝗹𝘆 𝗿𝗼𝘂𝘁𝗶𝗻𝗲? (AI assisted post)
AI is a core part of my workflow — in a way that leaves me firmly in control.
Across development and personal projects, it acts as an accelerator, not a decision-maker.
💻 In development, it’s somewhere... Show More
Some days the news is thick and fast,
ℹ️ The Trump Administration is prepared for this outcome, with Trump about to speak we'll hopefully get a little detail on this.
ℹ️ Refunds are an open question, and I wonder if damages will be sought for the impact of the tariffs. As usual, the only certain... Show More
Quick update:
It’s easy to just say “markets are down,” but if you look the damage isn’t evenly spread. SaaS has rolled over, the Mag-7 finally look human again, and crypto’s drawdown has been painful for a lot of portfolios.
On some of the "bad" days this week well over half of the S&P... Show More
I've been writing code for a long time.
My LinkedIn is *full* of:
🟧 Arguments for and against AI-assisted coding, AI assisted code review, code reviews on AI code
🟧 The pitfalls and perils of Vibe Coding, or how human programmers aren't needed anymore
🟧 The evils of AI vetting in recruitment... Show More
This period marks the pinnacle of Trump's power.
🟪 Going into the midterm season he's able to fully leverage the threat of fielding primary challengers against those who would oppose him in the Republican party.
🟪 He's not worried about re-election.
🟪 He's *probably* somewhat worried... Show More
🎆 Welcome to 2026! 🎆
2025 wrapped with a gain of 30.02% for my portfolio. That’s a result I’m happy with!
People are sensitive with numbers; if that exact same performance had landed at 29.99%, it would feel very different to a lot of people… even though the difference is just a miniscule 0.03... Show More
📰 𝗚𝗼𝗼𝗴𝗹𝗲 𝘀𝘁𝗲𝗽𝗽𝗶𝗻𝗴 𝗼𝗻 𝗭𝗶𝗹𝗹𝗼𝘄'𝘀 𝘁𝗼𝗲𝘀
I’m reducing my $Z (Zillow Group Inc) position today. I’ve given it some time to properly consider the recent $GOOG (Alphabet) news before making a decision.
In short, Google is testing deeper integration of real estate content directly... Show More
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Tue Oct 06 2026 09:34:07 GMT+0000 (Coordinated Universal Time)