Tax-aware long/short: updated market map and choosing gud investments
Let's get back to basics
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The Tax-Aware Long/Short Practitioner Group will meet on Day Two (May 29, 2026).
⚾️ 🔱 post-conf (evening of May 29, 2026) Mariners game? Fill out this form
Let’s get back to basics.
If anyone needs a reminder, the whole Chamath you’re welcome for the capital losses “rage bait” thing revealed what people actually care about... pretax investment performance, risk management, etc.
By all means, harvest losses and take advantage of tax-optionality and planning, but don’t let tax distract from the whole reason for investing in the first place.
This is an important reminder as the tax-aware long/short space becomes increasingly crowded (see market map below).
