Sublime
An inspiration engine for ideas
It’s been almost five years to the day since the idea first hit me.
I was working at Goldman Sachs, watching wealthy clients grow their fortunes. There was nothing magical about it — they just had the one thing that mattered most: capital to compound. https://t.co/265uCx1GJW
Abdul Al-Asaadx.comEmbracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
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Latest 'Capital Wars' Substack https://t.co/oGSxo7RdUS https://t.co/FMQRQLmrqh
A trader @BuckMySalls (yes, his real name) is printing money betting that nothing will happen.
Nearly $1 million in profit… https://t.co/IbR2qOl6U1
In 2000 a relatively unknown proprietary trading firm was founded - Jane Street Capital
Last year was the fourth straight year Jane Street generated net trading revenues of more than $10 Billion, comfortably beating Goldman Sachs and many others
🧵 Here's how they did it... See more
When the bond market entered its golden era and became known as smart money, the U.S. federal debt-to-GDP ratio was only about 30%. That was a small and nimble market, and one that was effectively priced by professional traders.
Lyn Alden • May 2024 Newsletter: The Bond Market Is the “Dumb Money” Now
He then joined Micky while he was at Stanford GSB. Nikolay joined them from Morgan Stanley, where he was a tech investment banker.
*Dear Micky, if you are reading this, please let me know if the estimates are close.
Ribbit’s Fund I had BBVA and Silicon Valley Bank as institutional investors, rest mostly being high-net-worth individuals. F
*Dear Micky, if you are reading this, please let me know if the estimates are close.
Ribbit’s Fund I had BBVA and Silicon Valley Bank as institutional investors, rest mostly being high-net-worth individuals. F
Allocator’s Notebook: Ribbit Capital Funds I-III, 2012-2017
A short-lived capital stock will manifest in accelerated depreciation and a fragile capital structure will incur an undue interest charge.