enigma

I still think about this.

On Wall Street: 2005-2006: “Hey! We found a way to turn BBB ratings into AAA ratings. And pocket the difference!!” 2024-2025: “Hey! We found a way put illiquid assets into liquid funds. And pocket the difference!!” Come home to DoubleLine.

@PropertyPrince4 British boarding school dumbos don’t make it into gs and mck its more Ivy League Americans

@pontivflex This is a moron posting whose obviously a snot faced 20 year old drinking the kool aid

If you worked at Goldman Sachs, there would be an expectation — unstated but absolute — that you read the Financial Times before client meetings. That you have an informed opinion about macroeconomic conditions and how they affect your client's sector. That you show up to every conversation already knowing things the client hasn't told you. Nobody at Goldman sends a junior analyst into a pitch who hasn't done two hours of prep on the target company. Nobody at McKinsey presents a recommendation without first developing a point of view based on data the client didn't hand them. That standard exists because the fees justify it. And the fees justify it because the standard produces outcomes that cheaper alternatives can't. Here's the thing: you can adopt that standard right now, regardless of what you charge or who you work with. Nothing is stopping you from doing the research. Nothing is stopping you from forming a genuine thesis. Nothing is stopping you from showing up to every single call having already done work that most of your competitors won't do in the entire engagement. The difference between a $5K/month operator and a $25K/month operator is mostly not skill. It's this standard applied consistently. What does consistent application look like? You invest in your environment because your environment signals your standard. The background on your Zoom calls, the quality of your camera, how you're dressed. These aren't vanity — they're signals. They tell the prospect, before you've said a word, whether you take yourself seriously. And whether you take yourself seriously tells them whether to take you seriously. You develop opinions in public. Not just content — actual positions. Opinions create status delta. Opinions attract the clients who want to work with someone who has a point of view, not just a service menu. You read. Not self-help. Not money Twitter. The industries your clients are in. The macro forces shaping their decisions. The regulatory changes, the market consolidations, the competitor moves that are creating urgency or anxiety in their boardrooms right now. That's the professional standard. And it's available to you today.

@rich_toad GUIDE

Far too many of you fail your buy-side job search because you aim too narrowly.

Bloomberg: “Blackrock Inc. slashed the value of a private loan to zero just three months after assessing it at 100 cents on the dollar, marking the second sudden wipeout to recently hit its private-credit division.” Maybe it’s a trend.

This is such a such an important video that the mainstream media CNN FOX News etc can never ever stream it I truly wish all the Americans had watched this video See how these sold out traitors shows 0 respect and gives 0 value to Marine Sgt. Brian McGuinness for sake of Israel

@wassielawyer Poetic

Nice middle class Asian family but that ain't winning. Winning is the patriarch running borderline illegal business in a primary industry in Indonesia, Philippines or Cambodia or misappropriating state assets from a China SOE before moving to Singapore under the Global Investor Programme and hard pivoting into real estate bc it’s the one thing your overseas enemies can never seize. If patriarch is Singaporean to start with, wealth is from a questionable “trading” / “consulting” business involving members or alleged members of the Malaysian or Thai royal family. A guy who knows people in East Timor might be involved somewhere. Money is invested into cash flow businesses or real estate because it’s the easiest way to launder the money. Oldest son is groomed to take over the real estate empire / cash flow business but gets sent overseas to university for “exposure” and either turns out gay and decides to pursue art / music or becomes a lawyer / accountant that wants nothing to do with the skeletons in the family closet. Either way they are a disgrace. Younger son is left to his own devices. Either ends up in Ivy League if naturally high IQ and then goes to New York / California or fucks it all up and is sent to study business management in Australia to save the family face. The former shows up every 3 CNYs, the months before the patriarchs death and the will reading. The latter discovers drugs and hookers and will be recalled by the patriarch to permanently occupy a seat as “director” in the family office and various portcos where he can do literally no damage to the family’s reputation or wealth. The daughter(s) grow up spoiled. The patriarch likely optimized for a hot wife so depending on the dice roll, the daughters either end up hot as fuck like mummy or somewhat resembling a bloated toad like daddy. The hot ones will at some point attempt an influencer career, possibly venturing into money-losing business ventures like skincare, spas or bars which daddy will write a blank cheque for. Depending on repression level, she might bring home an Indian man at some point just to give dad a heart attack. The 4D chess move here is for the patriarch to throw a minor fit before accepting her choice - they will break up within 6 months in that case. If the patriarch objects, she will marry him and the family will have to cope by constantly exclaiming how cute Chindian babies are. The ugly ones will go overseas to study something completely worthless and promptly identify as a they/them, likely also finding their way into body positivity movements. Likely dead to the family until she comes crawling back in her 40s to look after the aging parents after realizing she spent 15 years hanging out with retards with nothing to show for it. Christianity might be discovered along the way. The success in this family is that none of this shit fucking matters because daddy's gains have compounded so hard that he can sit in his GCB with four Ferraris, five mistresses and an entourage of hanger-ons knowing that none of the generation's fuckups matter (except maybe deep down, the Chindian babies if any) because he never had expectations of greatness to begin with. He will die knowing he can never be overshadowed and that the family's legacy is his and his alone. And that is what winning as a family looks like.

@SecKennedy @KidRock RFK is actually pretty jacked for his age

I’ve teamed up with @KidRock to deliver two simple messages to the American people: GET ACTIVE + EAT REAL FOOD.

Netanyahu saying Epstein didn't work for Israel confirms that Epstein worked for Israel.

If you're sitting in public and a stranger takes the seat next to you, just stare straight ahead and say, "Did you bring the money?"

@cjohan247 @unusual_whales @grok @grok Full list of the countries starting with the least obvious / threatening ones, in order

@unusual_whales @grok why is this?

BREAKING: The U.S. State Department will pause all visa processing for 75 countries starting January 21, 2026, including Somalia, Russia, Afghanistan, Brazil, Iran, Iraq, Egypt, Nigeria, Thailand, and Yemen.

Benedict Evans' new presentation just dropped: "AI eats the world" 90 slides on macro and strategic trends in tech. His biannual overview is always worth the time: ben-evans.com/presentations

Jeff Horing has never done an interview like this because he’s too busy investing at Insight Partners. Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.” Insight does things differently, from sourcing to fund construction, and we cover it all. Enjoy! Timestamps: 0:00 Intro 15:40 Five Ingredients of Perfect Investment 20:14 One Fund Strategy 28:02 Sourcing Evolution & Strategy 44:00 What Makes a Great Sourcer 55:14 AI Applications & Late Stage Deals 1:00:12 Pattern Recognition & Training 1:08:05 Scaling Judgment Without Breaking 1:29:01 AI Impact on Software 1:36:28 Drive to Win 1:38:53 Next Decade of Insight 1:41:40 The Kindest Thing

@DaveWangMIA Please share

If you're an investor, you're falling behind if you don't use AI. You can have my 17 page "Investing AI Prompts" ebook for free: • SEC filing analysis • Earnings call sentiment detection • Options flow analysis • Technical pattern recognition (9 key setups) • Macro trend identification (leading indicators) • Risk management frameworks (position sizing) • Insider trading analysis prompts • Supply chain disruption detection • Competitive landscape mapping • Valuation model generators • Sector rotation timing signals • Market sentiment aggregation Comment below and I'll send you my PDF.

@hfreflection Nothing matters more than you paying at/above market. A transparent incentive structure first and foremost. They know whatever you pay for is just taken from their bonus- an arb. Aside from that - openness to investments/capex/infrastructure to continually stay competitive

What are the best things that you think an HF employer can offer other than pay that increases job satisfaction? Some ideas: 401k, charitable match, flexible hrs, path to career growth, retreat, good snacks, good culture, admin help, client exposure, trade authority, etc?

@TK_HelpDesk @TurkishAirlines @TurkishAir_CHI @Turkishair @MuradOsmann @chrisburkard @doyoutravel @reynmen @kadirdogulu KNOW! Pls help us #travelinfluencers @TK_HelpDesk @TurkishAirlines @TurkishAir_CHI @turkishair @MURADOSMANN #travelinfluencers @CHRISBURKARD @doyoutravel @reynmen @kadirdogulu

@TK_HelpDesk @TurkishAirlines @TurkishAir_CHI @Turkishair @MuradOsmann @chrisburkard @doyoutravel @reynmen @kadirdogulu After reading thru all the similar customer complaints below (ie. appears @TurkishAirlines intentionally staffs customer service centres with company policy to either not pickup calls, help or offer refunds for carrier cancelled flights) seems like we need to let all travellers

📌Attention to all our passengers traveling to the United Arab Emirates; ✅Covid-19 restrictions implemented in UAE have been ended. ✅Presenting a vaccination card or a PCR test is no longer required when entering UAE. Enjoy your flight ✈️

@TurkishAirlines @ChampionsLeague know! @TK_HelpDesk @TurkishAirlines @TurkishAir_CHI @turkishair @MURADOSMANN #travelinfluencers @CHRISBURKARD @doyoutravel @reynmen @kadirdogulu

@TurkishAirlines @ChampionsLeague After reading thru all the similar customer complaints below (ie. appears @TurkishAirlines intentionally staffs customer service centres with company policy to either not pickup calls, help or offer refunds for carrier cancelled flights) seems like we need to let all travellers

✈️⚽ Dear passengers, we are ready for take-off! #TurkishAirlines is now an official sponsor of the UEFA @ChampionsLeague