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Hey investors & entrepreneurs, here's the good stuff this week:

• Your personal financial guardian.
• Clearing mental tabs through writing.
• Why viral content ultimately fails businesses.
• America's trillion-dollar opportunity.
• From startup to entertainment empire.
• When inflation meets stagnant growth.
• How bureaucracy broke Britain's economy.
• & loads more of the good stuff below.

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For the Investor

🤑 The Iron Law of Volatility Drag - Most investors focus on average returns, but what actually matters is the compounded growth rate. Higher volatility drags down long-term returns because big losses require even bigger gains just to recover.

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🤑 When uncertainty becomes unambiguously high - Uncertainty is always present in the market, but real uncertainty shows up when companies withdraw guidance because they have no idea what’s coming.

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🤑 Where’s Your Personal Sovereign Wealth Fund? - AI may soon give retail investors access to institutional-level wealth management, acting as a personal sovereign wealth fund. Advanced AI agents could analyze data, test investment strategies, and even debate portfolio decisions, offering dynamic, customized financial planning previously reserved for the ultra-wealthy.

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🤑 Short-term vs. long-term investors - Short-term investors chase momentum, while long-term investors stay steady, driving volatility. History favors the patient ones.

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🤑 What Is Stagflation, and Why Is It a Worry? - Tariffs might bring back stagflation, slowing growth while keeping prices high. The Fed’s stuck deciding whether to cut rates or hold the line.

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For the Entrepreneur

🤑 A Great Idea Means Nothing Without the Right Market - great ideas don’t sell themselves. An MVP tests demand fast - if no one bites, a polished version won’t help.

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🤑 Write to Escape Your Default Setting - The mind is a messy browser with too many tabs. Writing forces structure onto the chaos, making thinking possible instead of just mental noise. It’s a filter, a mirror, and sometimes a necessary slap in the face.

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🤑 Should You Redirect 404s to the Homepage? - Google says don’t 301 your 404s to the homepage, but if a dead page has strong backlinks, it might still be worth it. If indexing issues pop up, then adjust.

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🤑 How to influence Google’s AI Overviews - It favors well-ranking, authoritative content. To improve visibility, optimize for search intent and create interconnected content.

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🤑 Virality is Poisonous - Trying to go viral just fills your audience with random people, it warps your content, and dilutes your message. Viral posts bring a flood of temporary attention but rarely convert into long-term value.

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Invest in boring businesses ​ "Boring" businesses = smart money's new obsession. ​ Dry cleaners. HVAC providers. Machine shops. Home services. ​ Venture-backed startups burn through cash. ​ Quality 'unsexy' businesses are generating real profits. ​ Immense pricing power, healthy margins, and proven business models that have been working for decades. ​ But eventually, every owner needs an exit strategy. ​ This is where acquisition entrepreneurs step in. ​ These investors raise capital, purchase established businesses, and revitalize them with modern strategies - creating value without reinventing the wheel. ​ Capture the steady returns without getting involved in the day-to-day operations. ​ The challenge is finding these businesses. ​ Enter CapitalPad - a platform connecting accredited investors directly with SMB acquirers. ​ ​ 👉 CapitalPad.com/invest​ ​

• ​AI makes brainpower optional​ - AI makes content creation effortless, but writing is supposed to be hard. Without the struggle, we get polished sentences but weaker thinking.
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• ​How the British Broke Their Own Economy - Britain’s outdated laws and bureaucracy have made housing, energy, and infrastructure painfully expensive and hard to build. Until these bottlenecks are removed, economic stagnation and rising costs will keep strangling growth.
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• ​A Digital Assets Strategy to Dominate the 21st Century Global Economy - The right digital asset framework could pump trillions into the economy, keep the U.S. on top, and even chip away at the national debt. Smart policies and a Bitcoin reserve might lock in America as the global finance leader.
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• ​YouTube at 20: How the Video Colossus Launched the Creator Economy and Turned From Hollywood Foe to Friend - YouTube went from a scrappy startup to the backbone of digital entertainment, blending creators with big media. With AI and live sports in play, it’s not competing with TV—it’s replacing it.

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Outliers: Andrew Mellon—America’s Secret Banker - Mellon played the long game, always operating from a position of strength and seizing opportunities when others panicked. He never chased the last dollar, understanding that reputation matters just as much as wealth. He moved quietly, built strategic advantages through information and vertical integration, and never made decisions out of fear. But when the Great Depression hit, his strengths turned into liabilities, making him an easy scapegoat for a country in crisis.

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​Apple | Spotify​

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#216 Outliers: Andrew Mellon... Feb 25 · The Knowledge Project wi... 75:47   ​

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• ​RescueTime is a productivity and time management tool that automatically runs in the background. It tracks how you spend time on your computer and phone, giving you a clear breakdown of your productivity. It helps you spot distractions, set goals, and even block time-wasting sites when you need to focus.

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Members, here are some of the threads you may have missed…

• Taylor shared thoughts on, and looking to grab 2025 Edition of UBS Yearbook.​
• Shlomo getting M&A sell side fee advice for a client's portfolio exit.
• Just discusses business development products and can fundraise it without equity.​
• Eric starts a thought on bitcoin reserve moving ahead.​
• Rob posts a thought and good video interview on austerity measures.

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Fireside chat with Michael Kauffman happening today 3pm EST- Join here.​

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Check out The Vault, where you'll find any epic and value bomb post/thread immortalized.

In Snowball...

• Upcoming group calls:
  • Chat with Michael Kauffman (today).
  • M&A chat coming up (today).
  • Wine with Travis coming up March 25.
  • Watch for details on our upcoming FS chats.
• More excellent Fireside chats always in the works - stay tuned.
• Members can access recordings of all our Fireside Chats anytime here.​
• You'll also find investing opportunities for members to take advantage of.

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Join Snowball.

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Disclaimer: Not financial, investing or tax advice. This newsletter is strictly for information, entertainment and education purposes. Nothing in here is investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your professional advisors. Do your own research. There will also be affiliate links in here from time to time because we like free money.

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