iiinova — where your digital self keeps evolving

"If somebody has the mindset of 'when stocks go up, I get excited and want to get in' [or] 'when they go down, I want to get out' — that behavior penalty will swamp any other choices they make." -- Chris Davis Temperament > Intelligence.

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Ed Borgato @edborgato.bsky.social · 05/10/2026

This - via Murray Stahl - is spot on. I've had to confront this problem many times. If you are actively raising money, you can fade the concentration, but if not, this becomes a problem. Few clients will tolerate what it takes to maximize the results of a monster compounder. That's what PAs are for.

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Ed Borgato @edborgato.bsky.social · 30/09/2026

Character matters. Tell the truth. Be accountable. Keep your word. Don't complain. Don't blame. Do more than is asked. Don't punch down. Keep a secret. Respect the rules. Be kind. Everything, literally everything, is downstream of that.

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Ed Borgato @edborgato.bsky.social · 29/09/2026

Get rid of what's not working.

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Ed Borgato @edborgato.bsky.social · 25/09/2026

This is a great story. I have known so many people who fit the mold of the anonymously affluent; it's a vast cohort. Super smart, common-sense people who have ground it out to build something. www.wsj.com/business/ent...

wsj.com

Essay | The American Dream Is Alive. And It’s Minting Millionaires.

Meet the “Everywhere Millionaires” proving that elite degrees aren’t a prerequisite for building massive wealth.

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Ed Borgato @edborgato.bsky.social · 23/09/2026

Good governance is boring. You barely notice it when it's there.

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Ed Borgato @edborgato.bsky.social · 23/09/2026

Fintwit archive, 2021. I know of what I speak.

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Ed Borgato @edborgato.bsky.social · 21/09/2026

The topic on almost all the podcasts in my queue is AI doom. Cable news shows are carrying daily segments on the subject. The end of the world is becoming very consensus.

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Ed Borgato @edborgato.bsky.social · 14/09/2026

Fintwit archive, 2015. Bullshit sells.

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Ed Borgato @edborgato.bsky.social · 10/09/2026

I'm pro-growth and, on balance, an AI optimist. However, this is the line around which rivals must coalesce to prevent it from being crossed.

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Ed Borgato @edborgato.bsky.social · 10/09/2026

“America has become a torture chamber for smart people.” — unknown.

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Ed Borgato @edborgato.bsky.social · 09/09/2026

A good conversation seeks truth, not advantage. It's not hard to tell what kind of conversation you're in.

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Ed Borgato @edborgato.bsky.social · 08/09/2026

“No nation was ever ruined by trade.” - Ben Franklin, Thoughts on Commercial Subjects, 1774. Endorse.

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Ed Borgato @edborgato.bsky.social · 01/09/2026

Renaming shit is a filter. A test. Call it unserious, but its purpose is to identify who complies and who resists. It's an old game on the ledger of corrupted societies.

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Ed Borgato @edborgato.bsky.social · 31/08/2026

WSJ: 40 S&P500 companies reported $9.6B in tariff refunds this quarter. There are still over 252,000 claims totaling $128B filed with U.S. Customs and Border Protection.

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