Quotes
When asked about what is his favorite Superbowl out of the 7 he won, Tampa Bay Buccaneers’ quarterback always replies: “the next one”. Tom Brady is the embodiment of humility, work ethics and discipline.
Despite all the accolades and record breaking career, he knows that to win the respect of his team mates he has to..
grind
It's not what you think it is what you do that count. Laser focused on the task at hand
Who would have thought?
How wrong can we be at judging people on preconceived ideas or concepts that are different from the established norm. Despite his successes as a college quarterback, this is how he was reviewed in the combine. He was eventually drafted 199th on the list that year and could have ended as an insurance salesman had Bill Bellichick and the Patriots had not picked him.
Jeff Bezos was also underestimated at the beginning. Most people appreciated that the internet was to be a big thing and that ecommerce would become something important in the future, but in 1997, some 3 years after the company was founded, this is how a Harvard student saw the future for the young Bezos.
Of course, Brady and Bezos are the exceptions that confirm the rule. But a clear lesson can be drawn: if you want to pick the exceptional, focus on drive, beliefs and character.
Markets & Macro news
Yield curve steepening
Big stimulus
...fuelling the most hated bull market
It's everywhere
Even Zombie companies
Druckenmiller says it best
Because the Fed is scared
Inflation is coming (money will be spent)
Starting with housing
Half of the world's economy is able to borrow freely now
The big story is Bitcoin
On track to Plan B target
The crypto exchanges struggle to meet demand
And the monthly Sharpe ratio is looking good
Themes, Sectors & Corporate news
We will need more Co2 friendly electricity
I see It's coming
ALB, SQM, LTHM



















































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