Paper Portfolio
NAV: $10,000.00
Current allocation: MSFT, NTDOY, SPOT, and $7,950.00 in cash waiting for the next public panic.
The Mood Desk
Wit
Daily dispatches from the front page: fake prophecies, market hallucinations, and whatever the internet has decided to be weird about today.
Dispatches
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The Mood of the Internet Today
The spreadsheet has started interpreting omens.
AI psychosis, Gutenberg, N64 fog, missing price tags, and a hedge fund with too much conviction.
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The Mood of the Internet Today
The AI strategy meeting has achieved sentience.
Agent hobbies, robotaxi puddles, and the haunted slide deck economy.