One good thing about music, when it hits you feel no pain / So hit me with music, hit me with music now, yeah…Walk good. 28all. Eya.

The Warm-Up: 

“Don’t be embarrassed of your situation. Half of these people are covering up the same situations with filters and smiles. Make a plan, cut off distractions, stay focused and execute consistently. You’ll make it. I promise… Look at you. Out here, making it, figuring things out as you go, pushing through fear, pushing through anxiety, learning from your mistakes. It’s not easy. It’s not always fun. It doesn’t always feel like you’re making progress., but you’re doing it.” ~Anonymous

The Core: 

“Don’t let the complacent and fear-led set your pace. Run your race.” ~Dr. Thema Bryant

“The more you dabble, the less you accomplish that’s meaningful. Mastery demands commitment and dedication.” ~Shane Parrish

“Anything that expands the love you have for yourself in a healthy way, is worth keeping around, is worth holding onto, is worth its weight in gold.” ~Billy Chapata

“Look for an excuse... you’ll find it. Look for a solution... you’ll find it. Look for a reason to try... you’ll find it. You go where your focus is, not the crowd say.” ~Anonymous

“Sick of people saying, ‘DEI work takes time’. No it doesn’t. People who hold power make changes with the snap of a finger if they wanted to, but they choose not to.” ~Alaina Macaulay

“When you grow up in a punishment based, shame and blame environment, it is so easy to do the same with yourself and with others. And I really had to unlearn that. I still am.” ~Kemi Marie

“Self doubt will visit you many times. It will be a frequent visitor in your uncomfortable phases. Just make sure not to let that feeling make itself too comfortable, not to let it make a home of you, that kind of energy doesn’t deserve a permanent resting space in your spirit.” ~Billy Chapata

“A cautionary tale for today’s market. Shortly after I joined Dropbox in 2013, the company closed its Series C at a $10bn valuation. Today, Dropbox does billions in revenue (1,000% growth since then) and is worth…$9.5bn. Many recent unicorns will face similar dynamics.” ~Mark Goldberg

“Been thinking about the following and think it’s accurate: Great Math + Great Narrative = Consensus Long. Great Hidden Math + Bad Current Narrative = Great Long Thesis. Bad Math + Bad Narrative = Consensus Short. Bad Hidden Math + Great Current Narrative = Great Short Idea.” ~Paul Enright

“Them belly full, but we hungry / A hungry mob is a angry mob / A rain a fall, but the dirt it tough / A pot a cook but food nah nuff / You’re going to dance to Jah music, dance / We’re going to dance to Jah music, dance, oh-ooh… / Forget your troubles and dance.” ~Bob Marley & The Wailers, Them Belly Full (But We Hungry)

“The bad news is you’re going to make all these mistakes. The good news is you don’t have to score a 100%, and not having to score a 100% basically means you can take chances. And specifically the way that you instrumentalize that is basically, we talk about this a lot inside the firm is success or failure is not at the unit of an individual investment. Success or failure is at the level of a portfolio. And we basically see these portfolio effects everywhere in the business. So we see the portfolio effect happens at the level of individual partner. It happens at the level of a fund. It happens at the level of what we call a strategy, which is like a basket of investments in the same theme.” ~Marc Andreessen: Interview with an Icon. The Knowledge Project w/ Shane Parrish (Ep. 129)

“Size is nature’s leverage. Sought after for its benefits straight up to the point that it ferociously turns against you. Same thing applies to companies and investments…A big investment fund rakes in big fees, which lets it attracts better employees. And big funds gain a reputation that makes them more attractive to takeover targets. But size is like gravity to opportunity. Softbank’s $100 billion vision fund is perhaps the highest-profile fund in the world. But the universe of opportunities that can move its needle is more than 90% smaller than a $1 billion fund has access to. When Berkshire Hathaway bought Burlington Northern in 2010, Buffett said it was a good business, but ‘not as good as some we could buy when dealing with smaller amounts of money.’” ~Morgan Housel, Casualties of Your Own Success

“I am famous for saying that liquidity is as much as a psychological phenomenon as it is a real phenomenon. Liquidity comes from availability of capital at banks, the cost of capital, and it comes from ultimately how easy it is to get credit, to be able to invest that money. And I think that’s maybe the ultimate, you can talk about Fed balance sheet and putting money into the system, and the ultimate economic answers I think lie in availability and cost of capital. Which real rates are still negative. Liquidity is still good, but it was the best we’ve ever seen at some point in time. Congress was going out and giving out six billion dollars to people. The Fed was buying up assets. 10 year rates got down to like 50 basis points. Credit spreads came all the way down. So cost and availability of capital, those are the real reasons. Those are the economic reasons. Liquidity is a psychological phenomenon at certain points in time, which is that your desire to take risk, your desire to actually borrow that money, invest in that capital project, look out an extra year in your earnings model, that is a psychological phenomenon. And I like to say the world is reflexive, and it is.” ~Ricky Sandler - Building an Investment Compass on Invest Like The Best w/ Patrick O’ Shaughnessy

Last Set:

“Time doesn’t heal all wounds, it just gives them space to sink into the subconscious, where they will still impact your emotions and behavior. What heals is going inward, loving yourself, accepting yourself, listening to your needs, addressing your attachments and emotional history, learning how to let go and follow your intuition.” ~Yung Pueblo 

Food For Thought:

“The church was packed, of course, incredibly so. Far in the front, I saw Harry Belafonte sitting next to Coretta King… In the pew directly before me sat Marlon Brando, Sammy Davis, Eartha Kitt…and Sidney Poitier, in the same pew, or nearby… The atmosphere was black, with a tension indescribable…as though something, perhaps the heavens, perhaps the earth, might crack. Everyone sat very still. The actual service sort of washed over me, in waves. It wasn’t that it seemed unreal; it was the most real church services I’ve ever sat through in my life, or ever hope to sit through; but I have a childhood hangover thing about not weeping in public, and I was concentrating on holding myself together. I did not want to weep for Martin, tears seemed futile. But I may also have been afraid, and I could not have been the only one, that if I began to weep I would not be able to stop. There was more than enough to weep for, if one was to weep…so many of us, cut down, so soon. Medgar, Malcolm, Martin: and their widows, and their children… I had not been aware of the people when I had been pressing past them to get to the church. But, now, as we came out, and I looked up the road, I saw them. They were all along the road, on either side, they were on all the roofs, on either side. Every inch of ground, as far as the eye could see, was black with black people, and they stood in silence. It was the silence that undid me. I started to cry, and I stumbled, and Sammy grabbed my arm… I don’t think that any black person can speak of Malcolm and Martin without wishing that they were here. It is not possible for me to speak of them without a sense of loss and grief and rage; and with the sense, furthermore, of having been forced to undergo an unforgivable indignity, both personal and vast. Our children need them, which is, indeed, the reason that they are not here: and now we, the blacks, must make certain that our children never forget them. For the American republic has always done everything in its power to destroy our children’s heroes, with the clear (and sometimes clearly stated) intention of destroying our children’s hope.” ~James Baldwin, The Shot That Echoes Still (@_nitch)

Worth the Read: 

“Investing in yourself will never disappoint you: These days, everyone’s telling you to invest your money because of rising inflation levels caused by the pandemic. But if you’re new to the game, investing your hard-earned money is no easy choice. You want to be sure your investment is worth it. You want to avoid risks. And ideally, you want to have guaranteed returns. The truth is, there are very few investments with low risks and high returns. But there’s one way to invest your time, energy, and money that’ll always be worth it: An investment in yourself. Invest in your mind by learning new skills. Invest in your health by taking more time to move your body and prepare nourishing meals. Invest in yourself by spending more time around people who make your heart dance. Invest in experiences you’re genuinely excited about.” ~Sinem Gunel, 8 Lessons Most People Learn Too Late in Life

Wild:

Kansas State center Ayoka Lee sets NCAA Division I women’s basketball record with 61-point game in win over No. 14 Oklahoma

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