Top 100 rising financial publisher on Substack. We buy great businesses winning secular tech trends, hold through volatility and ignore the noise 13,586 readers
Joined August 2008
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Jon Markman ๐ธ retweeted
15 Aug 2024
AI isn't a fleeting trend or a bubble. It is the dawn of a new computing era, and leaders at the largest cloud companies see the opportunity to lock up the infrastructure. Thatโs the story.
15 Aug 2024
And... people still think this is a bubble...
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Markman Maxim: If half your trades win and half lose but you manage size, the math still loves you.
A coin-flip win rate with disciplined sizing beats a 70% win rate with reckless exposure. Every time. Over every horizon.
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Jun 13
Markman Maxim: Kind of a push' is a reminder that flat outcomes are victories if risk was controlled.
Breakeven is not nothing. It is proof the defense held.
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Jun 12
Markman Maxim:
"The best traders stop when their thesis breaks, not when their patience does. When momentum fades midday, assume traders are protecting gains. Don't force new exposure into exhaustion."
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Jun 12
$SPX Bears are fighting hard at 7,420 (green line). Let's see if the SpaceX IPO breaks their will.
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Jun 10
Markman Maxim:
"When trades move too fast in your favor, take something off. Euphoria reverses quicker than fear."
The fastest gains are the most fragile.
Speed on the way up is a warning, not a celebration.
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