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Link to the apollo chartbook everyone's quotinghttps://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf

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I'm not gigabullish (think market tops out on whatever wick we get from a China deal in May) but if you can't conjure up a believable narrative for your counterparties you lack imagination

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Trump said this was Joe Biden's market so stocks immediately rallied to close green. That's the sleepy joe market I remember.

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Feels like we top on whenever we actually get a China deal announcement.

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Some researches set up a fairly generic llm rigging, went on r/changemyview and not only weren't detected (complete turing test victory) but had persuasion success in the 99th percentile of all users and 98th among experts. Zuck is going to sell infinite pairs of those Ray-Bans

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Friends and family can only look on in disapointment as I relapse (open my keplr wallet for the first time this year)

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