I dislike having to set specific wake times up for early morning obligations. It always disturbs my sleep the night before as my mind convinces my body I must avoid missing the obligation. I’ll wake up 3-4x more than average to check the time and I’ve not oncd overslept.
As I’ve been doing an intensive course of HBOT (hyperbaric chamber oxygen therapy), I’ve been obligated to show up at a specific time and place each day. And it’s really messed with my sleep as my mind seems intent on reminding me to wake up early enough to be on time.
I’ve got a day off today and I’m happy to be spending it sleeping and browsing the news.
News
A bear steepening or selloff of longer duration bonds is freaking markets out. The WSJ thinks maybe you should take the other side of the trade. Knowing what government will be functional and fiscally stable in 30 years is a hard bet for anyone to make.
Remember GameStop frenzy trying to mess up Steven Cohen and his hedge fund Point72? Well he beat other funds with 5 billion in profit this year and increased fees. But diamond hands are forever.
Trends
Disaster girls are the new professional girlfriend.
Nuclear energy is making a comeback according to Bloomberg. I’ve got an SPV for you if you are looking for early stage projects. HMU on DMs and I’ll send you along.
Luxury is tanking so maybe cater to older shoppers with money?
Reading
One of my favorite founder/authors Hannu Rajaniemi has a new book called Darkome. It’s not available in the American markets yet but he’s hosting a book party for the JPM Health Conference in San Francisco on Tuesday. I have a few invites. Again DM me for the hook up. It’s a fantastic thriller