Investment manager of ASYMMETRY® | Managed Portfolios for asymmetric risk/reward. Edge, trend, momentum, convexity, optionality, flows, sentiment, volatility.
Knoxville, Tennessee
Joined April 2009
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Mike Shell | Asymmetry® retweeted
Someone will determine what the future looks like — that should be Tennessee.
We have the location, infrastructure, workforce & spirit of innovation needed for the new United States Space Academy.
Grateful for the leadership of @POTUS & @NASA, and we look forward to helping them bring the vision to life. 🚀
Read more: tn.gov/governor/news/2026/10…
Mike Shell | Asymmetry® retweeted
Rally US reveals more 🇺🇸
A Nashville ceremonial start, a Knoxville base and gravel stages across Tennessee and Kentucky. The WRC’s return to America is taking shape 👀
wrc.com/en/news/rally-us-rev…
Meanwhile corporate job dipsticks would criticize his style and “um’s” all while he developed a system to eliminate them while giving them the fake perfection they want.
If true, some computer systems that plan things (delivery routes, factory schedules, chip designs, certain AI searches) might eventually get a little faster than experts thought possible. That could mean slightly better logistics, cheaper computing for hard problems, or new algorithms showing up in software years from now. Probably won’t change your phone, Netflix, or everyday apps anytime soon, and it doesn’t give anyone a magic button to solve hard problems instantly.
If the claim is true, some computer systems that plan things (delivery routes, factory schedules, chip designs, certain AI searches) might eventually get a little faster than experts thought possible. That could mean slightly better logistics, cheaper computing for hard problems, or new algorithms showing up in software years from now. But it won’t change your phone, Netflix, or everyday apps anytime soon, and it doesn’t give anyone a magic button to solve hard problems instantly... we'll see
The most exciting time to be alive in human history.
AI-driven progress is convex, not linear, and healthcare is next.
The edge: stay healthy. Stay alive. Longevity is about to expand.
In Florida a non-MD can own a medical practice under the right conditions. Florida is more permissive than many other states. I’ve known a few non-MD’s who do the business side.
The $80B headline is mostly accounting noise. The real question is why investors are willing to mark Anthropic dramatically higher while the business is still losing money. That says far more about what the market is willing to pay for future AI dominance than it does about today’s economics.
Amazing that you can lose $80B in 6 months and see your valuation triple
bloomberg.com/news/articles/…
“Engage your brain before you engage your weapon.”
— US Marine Corps General James Mattis
19fortyfive.com/2026/10/23-y…
