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Daily Note

If You Got ‘Em, Smoke ‘Em – Ken Grant

Dec 20, 2020

Thomas Thornton

  • 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
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