ZigZag

2026, the year of the horse 🐎

Best year ever incoming.

“You get many chances as long as you keep trying” — Peter Thiel

blue just has a special place in my heart

there is nothing more addictive than momentum

TONY HINCHCLIFFE: "The combined net worth of the four hosts (of the All-In Podcast) is over $3B. You guys realize you don't have to do a podcast right?" DAVID SACKS: "JCal does." OHHHHHHH 😂😂😂🔥🔥🔥

Stock market all-time highs and rate cuts, with AI accounting for a big chunk of GDP growth, along with increasing layoffs and college graduate unemployment, with the looming prospect of AGI upending the world as we know it. This is the future - binary. 99% of people (and their descendants) will be in the permanent underclass, while core asset values continue to rise and first class cabins and 5-star resorts are busier than ever. It's never been better to be at the top... Hermes ↑ 5% YTD LVMH ↑ 9% YTD Cartier/VCA ↑ 29% Wynn ↑ 40% YTD Ultra high-end real estate ↑ 10% YTD The mid market is getting battered... Nike ↓ 13% YTD Lululemon ↓54% YTD Chipotle ↓48% YTD Caesars ↓39% YTD Median real estate ↓0-10% YTD The future will be Patek Philippe at one end, and Walmart at the other... and nothing in between. This is partially why real estate in 2nd tier, aspirational cities like Austin, Nashville, and Sarasota have gotten smoked this year.

Do more than just exist

Jeff Bezos literally dropped the most underrated winning principle

As Naval says: 1. Where you live 2. What you do for money 3. Who you have kids with Everything else is relatively unimportant.

Cold brew, Zyn, and a “will do, thx” email

🇦🇺 Australia GDP (in U.S. dollars $): 2000: $0.4 trillion 2015: $1.2 trillion 2024: $1.8 trillion

Oops! I can only imagine what that land is worth today! Lesson: if you get an absurdly low offer to buy beautiful land in a beautiful part of the world, scratch and claw the money together, could change the trajectory of your family! cc: @CarolWalshReal1

Get ready for disinflation in Australia and NZ as China, Vietnam, Europe and everyone else blocked by US tariffs dump their goods at cheap prices on our markets! Rates will come down!

Seek more. Do more. Be more.

something interesting here:

“No I’m in Private Credit, not Private Equity.”