KyleChassé

The market doesn't care what you think happens next.
You control your size, your exit, and how often you look.
Everything else is noise.

You know you're going the right way when you find enemies.

No one says this enough.
That screenshot of SLINK and AMC at a 1000X profit will hurt so much more as you watch it drop.
If you feel like you want to take a screenshot, take profits instead.

you've probably got about 5 years before the information edge gets dramatically harder to maintain.
AI is rapidly compressing the advantage that comes from finding information early, doing better research, or simply knowing more than everyone else.
Within 5 years, research that takes hours today could take seconds, with everyone getting access to the same intelligence.
The edges worth building now are distribution, capital, relationships, trust, and reputation.
build those while the information advantage still exists.

The market doesn't care how much you've made, or how much you've lost.
It doesn't care about the lines drawn on a chart, or some company's acquisition of another.
The market cares about whether or not we buy or sell.
Everything we do is just guessing whether or not people will buy or sell.
Where do you stand?