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1. The Q1 2025 Letter

My Q1 breakdown of the emerging opportunities, overlooked market inefficiencies, and key strategic shifts most investors didn’t see coming. Read it here.

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2. China Large Cap Stocks Nowhere for 17 Years

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3. China Pulling Private Investments in U.S.

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4. Gold Trading at 100x Silver

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5. IWM Russell 2000 Small Cap Bullish Triangle

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6. S&P Underperforming MSCI All World by Most in 32 Years

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7. MBA Mortgage Applications Falling

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8. Argentina Driving Free Trade.Imports Increased by 42%…Exports 10%

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9. Generic Drugs 90% of Prescriptions in America

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10. Work Ethic vs Discipline

Via Seth Godin: A solid work ethic drives someone to show up, even when they’d rather not. If there’s work on their desk, they’ll take it on.

Discipline, on the other hand, is the ability to say ‘no’ to free up focus and resources for the work that’s worth saying ‘yes’ to.

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