Over the past few days, we’ve seen several calls for greater caution in frontier AI — from Amodei, Altman, Musk and others.
And Charlie Munger keeps whispering in my ear:
“Show me the incentive and I will show you the outcome.”
So, instead of asking only whether these concerns are justified, I started... Show More
We bought $GOLD and miners ( $KGC (Kinross Gold Corp) , $B (Barrick Mining Corp) to diversify our portfolios and provide some protection against geopolitical uncertainty.
Yet gold has fallen sharply from its 2026 peak — precisely while geopolitical risk remains elevated.
One piece of the puzzle might... Show More
Dear copiers and followers,
It is time for an 8-month update on our activity (the “reference period”). All the data in this analysis are as of 1:00 p.m.ET today, 12 August.
Let’s start with performance. We have passed through the reference period, navigating relatively calmly through the storm. Our YTD... Show More
U.S. Market Calendar & Key Event to Watch: $SPCX (Space Exploration Technologies Corp) (Space Exploration Technologies Corp)
A quick reminder for traders planning the next few sessions:
Thursday, July 2
• Today is a regular trading session.
Friday, July 3
• U.S. equity markets (NYSE & Nasdaq)... Show More
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Wed Oct 14 2026 09:31:43 GMT+0000 (Coordinated Universal Time)