Sublime
An inspiration engine for ideas
Embracing 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.
static1.squarespace.com
Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
Investment Principles.pdf
drive.google.com
KKR estimates almost $100 TRILLION of global infrastructure need by 2040.
Have been saying this for a while but we are entering the golden age of private infrastructure investing https://t.co/BMDIy9Wxuf
Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing
Their macro update & investment plan…
Austin Liebermanx.com
From age 20-50, I can't stress this enough: https://t.co/l6dcTVpsTD
