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Negative Alpha
@NegativeAlp
Current L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs#
参加 November 2021
1.2K フォロー中    6.6K ファン
Literally why conferences are now useless, every data point from this past week is now irrelevant
GS TMT Recap 2026: 1. Surprisingly low number of crack heads in SF vs prior years. Well done. 2. Data points away from conference more helpful that data points from group meetings this week - feels like coming to the end of conference usefulness 3. Granola / Secret Granola usage skyrocketing - I wonder how we fix this? 4. Wall of worry to be climbed with stocks - set up feels good 5. AI will probably kill us but that’s not a CY’26 problem so we don’t care 5. Certain pod shop HR departments read fintweet (letter at the end of the alphabet) - friendly reminder this is all satire and vibes 6. Best part of conferences are the afters / dinners - at least one part of the job remains very enjoyable 7. Food still sucks - GS HR if you’re reading this please fix!
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