RT Paul Guerra (@paulguerratv)Alpha like this comes once a year for free.The opportunity @BittelJulien & @RaoulGMI are talking about? Once in a lifetime!Your move... ...

Company Update - RT Avalon Labs 发布新网站 [1] - Avalon Labs 专注于建设和发展 [1] Alpha Focus - 鼓励用户分享发现的 ALPHA 信息 [1] - 强调 ALPHA 的重要性 [1]

I asked Mr. Billionaire for tactical advice on how to be a better investor for us plebsHe said, there are 4 sources of alpha in the world1. knowledge2. ability to make assessments (IQ)3. managing your own psychology4. time horizonsand you can only control 4)patience https://t.co/1FbnJ3wIDv ...

Being able to work with FOGO to highlight their event… when it’s nothing but quality projects… and alpha.. all dayNo brainer. ...

早上刚说 WLFI 没有及时出来 app 也有可能是机会，晚上盘面就开动了，这次希望能持续性强一些之前人人看不起 WLFI 偏偏 WLFI 也不争气现在 WLFI 这次能惊艳所有人！LFG @ZachWitkoff @zakfolkman @worldlibertyfiYuyue (@yuyue_chris):回看了下月初的一期直播，聊了 2 个项目 WLFI & Lombard 和 2 个类别 BN Booster & BSC FORM 打新，说说做对、做错的事，以及后续看法。总体来说个人评判过去一个月里，通过很多信息以及项目投融资信息的理解，对二级 & alpha https://t.co/IsBlJ5dkAG ...

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Core Insights - The pursuit of "alpha" in public markets is diminishing, with active investors struggling to outperform benchmarks like the S&P 500 [1][2] - The landscape of IPOs has shifted significantly, with companies going public at an older median age, reducing opportunities for early-stage investment [3][4][5] - Market concentration is at an all-time high, with a small number of stocks driving the majority of market performance [6][7][8] - Passive investment strategies are outperforming active management, with a significant percentage of active funds failing to beat the S&P 500 [9][10][11] - The current market dynamics suggest that without a resurgence of younger companies going public or a cooling of AI hype, the trend of diminishing alpha will likely continue [12] IPO Trends - The median age of companies going public has increased from five years in 1999 to 14 years today, indicating a trend of startups remaining private longer [3][4] - This shift is attributed to ample venture capital and a desire to avoid regulatory scrutiny associated with public trading [4] Market Concentration - Stocks with a weight of 3% or greater in the S&P 500 now account for 35% of the total market cap, a concentration level reminiscent of the dot-com era [6] - The "Magnificent 7" tech companies are primarily responsible for earnings growth and capital expenditure within the index [7] Performance of Active vs. Passive Funds - A staggering 88.29% of large-cap active funds underperformed the S&P 500 over the last 15 years, with similar underperformance rates over shorter time frames [9] - In the most recent year, nearly 75% of large-cap funds failed to beat the benchmark, highlighting the challenges faced by active managers [10] Future Outlook - The current market environment presents fewer inefficiencies for active investors to exploit, with the dominance of passive strategies likely to persist unless significant changes occur in the IPO landscape or market dynamics [12]

But then I get high quality alpha like this and I want to change my entire belief system. https://t.co/c2PYIvmVMkEasy (@EasyEatsBodega):3 cuts this year.25bps each FOMCSeptember, October, December ...