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39% After Fees…

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Greg P
Greg P
Posted July 6, 2024underAlgorithm TradingBerkshire HathawayHedge FundJim SimonsPatrick Bet DavidRay DalioRenaissance TechnologiesSorosTradersWarren Buffett

More on Jim Simons vs other great traders and investors. Also explained (by Charlie Munger) is why Medallion is/was not able to scale past 10B in AUM and some built in promo for Patrick Bet David products and services.


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Letter From the Editor (and ChatGPT)

May 15, 2025

Title: The Timeless Struggle: Power, Liberty, and Markets in Political Thought and Outcomes Throughout history, political and economic debates have revolved around the distribution of power and money. These debates can be organized along a philosophical spectrum ranging from Machiavelli and Tocqueville (0), who emphasize virtue, realism, and institutional control, to Locke and Adam Smith […]

Greg P
Greg P

KKR Craving Clarity

May 7, 2025

KKR co-founder Henry Kravis said. They’re looking for certainty about where tariff policy is going. Also KKR trails public markets returns?!

Greg P
Greg P

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