@Create_Profit

Systematic trend following investor living beyond the efficient frontier. I like financial markets.

Joined September 2024
  • Tweets24.4K
  • Following723
  • Followers3.4K
3.4KMedia

AI Is Not Coming for Your Job. It Is Coming for Your Ego.

This is the part of the AI conversation nobody wants to have. Everyone is debating automation and displacement and which roles will survive. Those are real conversations worth having. But underneath a…

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How China Is Quietly Winning the AI Race

I think the AI trade is over. Not the technology and productivity gains, which are real and will keep compounding for a decade. The trade. The story Wall Street has been pricing for two years, where a…

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The Man Who Could Have Been

There is a version of this story, in every sport, in every era, where a competitor at the absolute peak of their hunger gets what they were chasing and somehow becomes less because of it. Not less tal…

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Why Buying the Dip Is Costing You More Than You Think.

Buying the dip sounds like discipline. It sounds like the move a sophisticated investor makes. Calm while others panic, purchasing assets at a discount while the crowd sells in fear. It has been repea…

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The Market Is Telling You Everything Is Fine. Everything Is Not Fine.

There is a version of the current market that looks like genius. Indices near all-time highs. AI stocks compounding at rates that make traditional valuation frameworks look like relics. Retail investo…

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The Greatest Investor of All Time Is Missing the Greatest Trade of All Time.

The habits that made Warren Buffett are now the habits that are destroying him. There is a version of this story that gets told as admiration. Warren Buffett still lives in the same house he bought in…

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Nobody Told You That Loving a Brand and Owning the Stock Are Two Different Things.

Nike makes the best products. Nobody is arguing that. The brand is untouchable, the culture is real, and there is probably a pair of their shoes on your feet right now. But your shoes do not care abou…

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The Biggest Recession Indicator Just Hit And None of You Noticed.

It did not come from the Federal Reserve. It was not buried in a government report that nobody reads. It did not trend on financial Twitter or get dissected by analysts on CNBC. It happened quietly, o…

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