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Hello everyone!

Today marks my 2nd month in Substack.

I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.

I started Outperforming the Market to help investors gain rare insights from the institutional investing world to make investing simple for everyone.

I publish an analysis article every Monday, Wednesday and Friday, so subscribe and follow along if you have not already done so!

Simple Investing.

Hallo

Today I start using Substack

I used to like Twitter but always felt very constrained by the 144 limit

This brought problems for the irony-challenged, who misunderstood a lot of what I was trying to say

This is a particular problem for me because I seem to be regarded as ‘on the left’ by people on the right, and' ‘on the right’ by people on the left

Apparently this makes me controversial, and therefore box office poison

A recent article in Politico discusses how our labor and inflation statistics mask the true reality of our Forgotten Americans

Will an Awakening ensue? That depends on you.

You made it, you own it

You always own your intellectual property, mailing list, and subscriber payments. With full editorial control and no gatekeepers, you can do the work you most believe in.

Data Isn’t Transparency: Why USASpending.gov Buried the Truth (and DOGE Dug It Up)

Small business owners, consultants listen up:

100 small AI projects you can build without coding in an hour to instantly make your business better, faster, more profitable and free up your time.

One email every day with one simple tutorial for 100 days.

If this post gets 100 likes I’ll launch it as a free email course. (That’s not a lot of likes but I never had that many on Substack on a single Note)

Great discussions

Join the most interesting and insightful discussions.

“What?!? You are converting our T Bills yielding 4% with massive liquidity for a 100 year bond paying slightly more and carrying huge duration risk? That wasn’t part of the deal.”