25_01_06_markets

"testament and monument to humanity and the arts. also thank you to caa."

the plot is key. everydayallday the algos spew shit but none of it has to do with the plot. everyone knows this so winners end up looking less and know quicker what not to look at. leave the joyce shit alone.

jpm guy/gal/they/them put out another research piece using xgboost to predict this other fucking thing. that person is getting paid to put that out but you're not getting paid to read that. unless you are because you gotta talk in some meeting about whatever is in top go then you're probably fucked anyway. hearing 'that shit has nothing to do with anything' is a sign your PM is a good one. the plot though. robot cars. electrication of your mom. compute. arms dealers 2.0. and the new phen phens.

bonds are regular and for non pros that means like four etfs are less boring then they were a while ago. spreads wider tighter who gives a fuck yields are higher and that's the story.

all the rest will react as a derivative to these things. fuck someone's hot stock tip or vc illiquid shit. these are the stories available so buy or sell them. buy index you're still buying or selling these just based on some arbitrary rules some guys (he) setup to make their jobs easier and yes they also change the rules as they go.

which way you go should be based on something a 23 year old kid with ML and geospatial data and LLM privately hosted agentic langchain can't spot.

talking about things that aren't investible you lost the plot. talking about things that could happen more than a year from now youve lost the plot.

means you might have to go outside to buy low and sell high better.