Sublime
An inspiration engine for ideas
Apollo said for years that its limiting factor was good private credit deals, not annuities volume. That now has flipped and @leee_harris uncovers the arbitrage of Apollo’s latest magic trick:
https://t.co/nT5iy5gdCN https://t.co/ISwHhaiCVi
3 to 5 is more than 20.
Ray Dalio • Principles: Life and Work
Harry
@haarry
Ben Carlson's 'The Most Volatile Decade' on 6/22/25 was pretty interesting; he captures the month of March 2025 when all but one of the 22 trading days were > +/- 1%;
In ancient Greek myth, the gods punish King Sisyphus for his arrogance by sentencing him to push an enormous boulder
