The Thoughtful Investor

Recent updates 🗞️ 🇬🇧 Andy Burnham replaces Starmer — Britain’s 7th prime minister in a decade 💰 FIFA banks ~$9B from the most lucrative sporting event in history 🏛️ Warsh Fed holds at 3.50–3.75% in a 9-3 split — most divided vote since 2016 📚 Reading “The…

Recent updates 🗞️ 🇪🇸 Spain wins 2026 Fifa World Cup 🚀 SpaceX stock drops below IPO price 🛢️ Iran US conflict resumes; Crude back up to $90/barrel 📚 Reading “The Algorithm” by John McNeill 🎥 Watching “Your Friends & Neighbors S2” YTD Portfolio Performance:…

Recent updates 🗞️ ⚽ World Cup 2026 kicks off across the US, Mexico, and Canada 🚀 SpaceX pulls off the biggest IPO ever — $75 billion 🛢️ Inflation still running hot — CPI at 4.2% 📚 Reading “The Algorithm” by John McNeill 🎥 Watching “Your Friends & Neighbors

Recent updates 🗞️ 📉 UAE exits OPEC, oil markets reprice supply 🛢️ JPMorgan warns OECD oil inventories run dry by end-May 💻 Cerebras targets $26.6B IPO, largest tech listing of 2026 🎥 Watching “Pluribus” YTD Portfolio Performance: +27.30% YTD I’ve been thi…

Recent updates 🗞️ 🇺🇸 Operation Epic Fury into the 5th week 🛢️ Strait of Hormuz closed, Oil at $150/barrel 🚀 SpaceX plans IPO 🎥 Watching “Pluribus” YTD Portfolio Performance: -4.53% YTD The Uncomfortable Pivot: Why Feeling ‘Weird’ With AI is Your New Compe…

Recent updates 🗞️ 🇺🇸 US announces Greenland “Framework” and cancels European Tariffs ⛪️ White House Pushes 10% Credit Card Interest Rate Cap 🇮🇷 Iran Protests, largest uprising since the 1979 Islamic Revolution 🎥 Watching “Pluribus” 📚 Reading “Poor Charlie…

Recent updates 🗞️ 🎅 Santa Claus rally confirmed; S&P and NASDAQ ATH 🤖 Nvidia acquires Groq for $20bn ⭐️ Gemini 3 ends the year as best LLM model as per Kalshi polls 🎥 Watched “Die Hard” on Christmas eve 🎄 📚 Reading “Empire of AI” by Karen Hao YTD Portfolio

Recent updates 🗞️ 📉 US unemployment rate at 4.3% as of August 2025 🇺🇸 US government shutdown ended on Nov 12 2025 ⭐️ Google rolls out Gemini 3 🎥 Watching Allen Iverson’s documentary on Prime 📚 Reading “Empire of AI” by Karen Hao YTD Portfolio Performance:…

Recent updates 🗞️ 📈 S&P and NASDAQ at 6800 and 25,500 (ATH) 🚢 US and China announced trade agreement following Trump’s Asia visit 🇮🇳 Indian Women’s Cricket team wins first Cricket World Cup 🎥 Watching Allen Iverson’s documentary on Prime 📚 Reading “Empire…

Recent updates 🗞️ 🎓 MBA completed in May!

Recent updates 🗞️ 📉 Deepseek-R1 is released in China, upends NVDA and S&P500 🧑‍🚒 Economic loss from Jan 5th LA fires estimated at $250 billion to $275 billion 🇮🇳 Mahakumbh after 12 years in Allahabad, Coldplay in Mumbai for the 1st time 🎓 Started “Venture…

Recent updates 🗞️ 📈 Record year for the S&P and NASDAQ 🥂 🇺🇸 10 yr yield 4.55%, inflation 2.7% down from 3.4% last yr 🏠 30 yr mortgage rate end at 6.85%, same as last year 🎓 MBA Capstone completed 🎉 🎥 Searching for my next watch!

Recent updates 🗞️ 📈 S&P500 crosses 6000, Nasdaq 100 crosses 21,500 🇸🇾 Bashar al-Assad and Assad reign in Syria ends after 54 years 🇺🇸 Trump threatened 25% tariffs on imports from Mexico and Canada 🎓 Capstone completed 🎉 🎥 Searching for what to watch!

Recent updates 🗞️ 🇺🇸 Trump becomes 47th President of the United States of America 🏦 Trump appoints Elon Musk and Vivek Ramaswamy to DOGE 📈 S&P 500 closed above 6,000 for the first time 🎓 Learning New Product Management and working on capstone project 🎥 Wa…

Recent updates 🗞️ 📈 Nvidia overtakes Apple as the most valuable company in the world 🇺🇸 Trump slightly ahead of Harris in polls 2 weeks before election 💰 IMF - Inflation below 3.5%, Growth is projected to hold steady at 3.2 percent in 2024 and 2025. 🎓 Lea…

Recent updates 🗞️ 🏦 Fed cuts rates by 50 basis points contrary to popular belief 🇮🇱 Iran attacks Israel as retaliation in response to the Hezbollah attacks in Lebanon 📈 Markets recover from BOJ decision fallout 🎓 Learning Negotiations and starting my caps…

Recent updates 🗞️ 🇯🇵 BOJ’s decision to increase rates upends markets across the globe 📉 Roughly 3 in 5 Americans wrongly believe the U.S. is in a recession 😅 Inflation just fell below 3% for the first time in three years 🎓 Learning Negotiations and starti…

Recent updates 🗞️ 🇫🇷 Paris Olympics begin 🇮🇳 India wins T20 World Cup 🏏 👻 Crowdstrike outage takes out millions of Windows devices 🎓 Learning Business Language Analytics and Product Management 🎥 Watching “The Bear” S2 📚 Reading “The Lean Product Playbook”…

Recent updates 🗞️ 😸 RoaringKitty is back, $GME stock rises 🇮🇳 Narendra Modi narrowly claims 3rd term as India’s PM 📈 Nvidia market cap hits $3tn; 10:1 stock split 🎓 Learning Design Thinking and Product Management 🎥 Watching “The Bear” S2 📚 Reading “The Le…

Recent updates 🗞️ 🤝 IBM acquires Hashicorp for $6.4bn 🤔 Sony and Apollo Global bidding $26bn for Paramount 📈 Stocks close on all time high as CPI comes in at expectations 🎓 Learning Design Thinking and Product Management 🎥 Watching “The Bear” S2 📚 Reading…

Recent updates 🗞️ 🇮🇱 Israel attacked by Iran with missles and drones, no loss of life 📈 Dimon warns US interest rates could climb to 8%, sells $183mn in JPM stock 🇮🇳 Elections begin in India 🎓 Learning Corporate Finance and Pricing Strategy!

Recent updates 🗞️ 📈 Nvidia launches Blackwell GPU 🤑 Bitcoin crosses $70,000 🐭 Disney’s Bob Iger triumphs over Nelson Peltz in bitter shareholder vote 🎓 Learning Corporate Finance and Pricing Strategy!

Recent updates 🗞️ 📈 Nvidia listed as 3rd largest by marketcap, surpassess Saudi Aramco 🤑 Bitcoin touches AH $69,000 🎓 Learning Technology Strategy and Marketing Research!

Recent updates 🗞️ 📈 Nvidia crosses $2tn valuation 🏦 S&P500 crosses 5,000 for the first time 🇯🇵 The Nikkei 225 index reached its highest point since 1989 🎓 Learning Technology Strategy and Marketing Research!

Recent updates 🗞️ 📈 S&P 500 Above 5,000 mark for the 1st time ∞ Meta announces first ever dividend 🏈 Super Bowl LVIII expected to break records 🎓 Learning Technology Strategy and Marketing Research!

Recent updates 🗞️ 🪙 Blackrock launches Bitcoin ETF 📈 S&P record high close at $4,839 🛢️ Russia becomes China’s biggest oil supplier in 2023 🎓 Learning Technology Strategy and Marketing Research!

Recent updates 🗞️ ⛴️ Houthi rebels block the red sea, supply chain impacts imminent 🎓 Claudine Gay resigns as Harvard University chair 🇺🇸 US national debt hits record $34tn 🎓 Holiday break!

Recent updates 🗞️ 📉 10 yr treasury yields are back to 3.88% where it started last year 🌨️ Snow in Beijing this Christmas!

Recent updates 🗞️ 👩‍🎤 Taylor Swift is Time person of the year 💔 Adobe Figma merger falls through 🏦 Fed indicates dropping inflation and rate cuts in 2024 🎓 Learning Operations and Marketing Management!

Recent updates 🗞️ 🏦 After 11 hikes since March 2022, the Fed held interest rates steady at a 22-year high of 5.25-5.5%. 🏦 Same for Bank of England and Bank of Japan 💳 Toyota investing nearly $14b in Liberty, NC battery plant 🎓 Learning Operations and Mark…

Recent updates 🗞️ 📉 GOOGL down nearly 10% as cloud Q3 revenue under expectations 🚖 Cruise stops operations in the US 💳 US budget gap hits $1.7 bn 🎓 Learning Operations and Marketing Management!

Recent updates 🗞️ 📈 “Funflation” is now a word?"

Recent updates 🗞️ 😟 Israel Palestine conflict breaks out 💸 US spends more on interest on it’s $33tn debt than defence 📈 US 10 yr and 30 yr bond yields highs since 2007 🎓 Learning Global Economics and Finance 2!

Recent updates 🗞️ 🇮🇳 G20 summit concluded in India 📈 ARM and Instacart prepare for IPO 🍎 Apple ditches the lightning port in favor of USB-C 🎓 Learning Finance II and Global Econ!

Recent updates 🗞️ 🤑 NVDA announced 2nd quarter earnings of $13.51bn doubling YoY growth 📈 ARM and Klaviyo IPO’s upcoming 🦄 Zepto becomes India’s first unicorn of 2023 (Series E funding of $200 million) 🎓 Learning Finance II and Global Econ!

Recent updates 🗞️ 📈 Mortage Rates (7.1%) highest since 2002 🇨🇳 China in trouble: 1 in 5 youths unemployed, land rates dropped 50% 💊 BCBS of California ends PBM deal with CVS, turns to AMZN 🎓 Wrapping up Ethics and Finance!

Recent updates 🗞️ 📈 Janet Yellen expects no U.S recession 🐭 Bob Iger is selling a third of Disney’s business 🎥 “Barbenheimer” opening week could top $200 million 🎓 Learning Finance and Ethics!

Recent updates 🗞️ 🏦 China has fined Ant Group $984 million 🧵 Meta launches Threads, the Twitter clone 🤖 OpenAI sued by Sarah Silverman for copyright infringement 🎓 Starting Finance and Ethics classes for the summer Migrating my Hugo static site from Netli…

Recent updates 🗞️ 🤑 MosaicML with $64m in funding was acquired by Databricks for $1.3bn valuation 🔋 Tesla YTD has climbed 158% 🛫 Flight delays and cancellations are now a norm 🎓 Management Presentations and Managing Networks was a blast!

Recent updates 🗞️ 🏦 JP Morgan Chase takes over First Republic 🤴🏻 Prince Charles is coronated King Charles III 😷 WHO declares end to COVID-19 emergency 🎓 I passed Optimization!

Recent updates 🗞️ 🏀 Celtics are second seed in the East going into playoffs!

Displaying images in PaperModX This had me puzzled for a while when initially getting started with PaperModX as my Hugo theme.

Recent updates 🗞️ 📉 Inflationary pressures subsiding 🤖 GenAI booming 🙌 💸 VC updates: Saudi ties to Anderssen Horowitz and other VCs + Sequoia funding Chinese AI companies 🎓 Optimization is fun!

Recent updates 🗞️ 🏦 SVB bank collapse 🎚 Mortgage rates back up to highest level (6.5%+) 💳 Credit Suisse bailout ($$56bn) 🎓 Learning Financial Accounting and Optimization!