xAI Might Be Real?
“It does not do to leave a live dragon out of your calculations, if you live near him.”
Bet On Those at the Top
“Our doubts are traitors and make us lose the good we oft might win by fearing to attempt.”
What’s Going to Happen Over the Summer
“Here come real stars to fill the upper skies,
And here on earth come emulating flies,
That though they never equal stars in size,
(And they were never really stars at heart)
Achieve at times a very star-like start.
Only, of course, they can't sustain the part.”
Victory Lap on LULU+Portfolio Reposition
“When the hounds of spring are on winter's traces,
The mother of months in meadow or plain
Fills the shadows and windy places
With lisp of leaves and ripple of rain;
And the brown bright nigthingale amorous
Is half assuaged for Itylus,
For the Thracian ships and the foreign faces,
The tongueless vigil, and all the pain.”
Fine, I’ll Talk About Meme Stocks
“I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration. I will face my fear. I will permit it to pass over me and through me. And when it has gone past I will turn the inner eye to see its path. Where the fear has gone there will be nothing. Only I will remain.”
The Last Three Greatest Positions in the World-Berkshire, Block, and Apple
“I’d rather be a pig than a fascist.”
THE MARKET DOES NOT UNDERSTAND DISNEY
“The world is cursed, but still you find reasons to keep living”
A Review of the Greatest Positions in the World
"Fate guides those who follow it, but drags those who resist"
Block and Apple Earnings Review
“He who fights with monsters should be careful lest he thereby becomes a monster. And if thou gaze long into an abyss, the abyss will also gaze into thee.”
Block Takes a Tumble, and I follow
“I believe Icarus was not failing as he fell,
but just coming to the end of his triumph.”
(StripesArts)
Google, Meta, and Microsoft Reviews
“Each moment is the fruit of forty thousand years. The minute-winning days, like flies, buzz home to death, and every moment is a window on all time.”
I Finally Get to Talk About Cathie Wood Again
“Perhaps a lunatic was simply a minority of one.”
The Market is Having a Moment
“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.”
Is This Israel-Iran Thing a Big Deal?
“Through every generation of the human race, there has been a constant war, a war with fear. Those who have the courage to conquer it are made free and those who are conquered by it are made to suffer until they have the courage to defeat it, or death takes them.”
These Companies Must Grow From Within
"Loyalty, Honor, A Willing Heart; I Can Ask No More."
I Hate To Talk About Him Again…
“He walked out in the gray light and stood and he saw for a brief moment the absolute truth of the world. The cold relentless circling of the intestate earth. Darkness implacable. The blind dogs of the sun in their running. The crushing black vacuum of the universe. And somewhere two hunted animals trembling like ground-foxes in their cover. Borrowed time and borrowed world and borrowed eyes with which to sorrow it.”