Latest / Rigatoni Capital Podcast
TQQQ Inflation Adjusted Returns From 2011 Are Ridiculous
Amazon continues higher even after Jeff Bezos sold $4 billion in stock, gold and silver are catching a bid off their 50-day, and Nvidia got a leg up to $219 after Elon talked up partnering with Jensen and running xAI on the Vera Rubin chip.
My post "Vindication Isn't a Reason to Celebrate" uses an old DraftKings win to make the point that being right on Palantir's A++ quarter and its 30% pop is not the same as winning the game. Winning is when your whole portfolio compounds enough to live off a 4% withdrawal even through a 20% drawdown.
I get into why the AWS math shows a real path to returns…
The skinny
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