Sublime
An inspiration engine for ideas
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
3 to 5 is more than 20.
Ray Dalio • Principles: Life and Work
New is overvalued relative to great.
Ray Dalio • Principles: Life and Work
faster churning of companies in and out of the S&P 500, the death of news and the newspaper, the failure of established
Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium
Deflating the monetary premia of real estate, equity, and debt: $5 – 25T
Kyle Samani • $100 Trillion
These are all highly contestable statements.