Addigence

A humble brag is a great way to begin our X journey. addigence.com

Volatility. We all knew it was coming — we just didn’t know exactly how it would play out. A clear macro framework is absolutely critical to being disciplined, patient capital allocators. With that in mind: Gold as a percentage of global market capitalization remains around 20%. That’s still far from the peak levels seen in prior cycles. Very far. I view this as a useful timing signal for where we are in the broader rebalancing from financial assets to real assets. There are a lot of emotions in the market today. Step back, look at the long-term chart, and plan accordingly. These are just my views.

*anybody who's a Qualified Client/Purchaser! :) (currently, retail/accredited investors, we are unfortunately unable to serve, and we know a handful of such individuals who are definitely somebody)

@gannonbreslin autopilot? anybody who's anybody uses @Addigence

It's staring right at you for the taking

The year ahead - 2026! (From our founders: Kenton Kilmer & Michael @lopiansky) "As we look toward the year ahead, we see two powerful forces converging to create a massive opportunity for the investment management space". Read the full letter: tinyurl.com/2wbyk63v

Our new year resolution: show up here regularly!

Per @Hedgeweek, event-driven managers are excited about the new drama from Netflix: Warner Bros. Discovery Squid Games Edition. 🍿 🍿 🍿 hedgeweek.com/hedge-funds-po…

@daniel_nguyenx Addigence: *Not* for everyone. (just licensed portfolio managers and qualified capital allocators)

Nike: Everyone is an athlete Apple: Everyone is an artist Shopify: Everyone is an entrepreneur Cursor: Everyone is a developer Cluly: Everyone cheats What's about your company?

Bookmarked, screenshotted, printed, framed.