Sublime
An inspiration engine for ideas
Matthew Stafford
@staffordvc
This one chart from today's podcast guest Jim Egan. Incredible.
The difference between having a ZIRP-era mortgage and not having one. https://t.co/o71SYqgz7s
Bobby recognized that Chinese people would have little interest in the libertarian ideas of American Bitcoiners—decades of state-sponsored communism had killed most interest in ideologies.
Nathaniel Popper • Digital Gold: Bitcoin and the Inside Story of the Misfits and Millionaires Trying to Reinvent Money
In the words of Bill Gross, who runs the world’s largest bond fund at the Pacific Investment Management Company (PIMCO), ‘bond markets have power because they’re the fundamental base for all markets. The cost of credit, the interest rate [on a benchmark bond], ultimately determines the value of stocks, homes, all asset classes.’
Niall Ferguson • The Ascent of Money: A Financial History of the World: 10th Anniversary Edition
Bruce Berkowitz runs the Fairholme Fund.
Here is a Barron’s article on him: Betting Big, Winning Big https://t.co/ipXeM3qWYJ
Personal Finance
Annie Nguyen • 2 cards
Buffett looked at a stock, he was beginning to see not just a frozen snapshot of assets, but a live, ongoing business with a unique set of dynamics and potential.
Roger Lowenstein • Buffett: The Making of an American Capitalist
When Sam Bankman-Fried met with the venture capitalists at Sequoia Capital, the legendary firm that funded Apple, Google, and Instagram, he wasn’t there so much to talk about the technology of his crypto exchange, FTX, or about his hedge fund, Alameda Research. What he talked about was bananas — the actual yellow fruit. “I want FTX to be a place wh... See more
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