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If You Got ‘Em, Smoke ‘Em – Ken Grant
- I think Ken was smoking something while he wrote this note
- This is my favorite line
- "...investors are looking at risk assets like a newly baked stoner gazes at a couple of quarts of ice cream staring back at them in the freezer; they hoover them up, wonder where they went, and then wants more"
- A few thoughts about Elon and Tesla too