2025年1月29日 · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires

2025年1月23日 · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires

2025年1月23日 · The biggest theme in public markets over the last decade has been the complete and utter dominance of American companies. The Goldman Sachs 2025 Outlook has some incredible charts and data n this topic that are worth sharing. We have 48 technology companies who are doing more than $1 billion in net ...

2024年8月5日 · Blowing air on the flame, over the weekend we learned that Buffett dumped half of his Apple exposure. Alex Morris notes that Apple is still 30% of Berkshire’s equity portfolio at the end of the second quarter. But context aside, Apple was likely to fall on this report, dragging down mega-cap tech with it.

2025年1月9日 · I used to write a lot about the CAPE ratio. It was a big topic of debate for a few years back in the mid-to-late teens. For those who weren’t around or are unfamiliar with this, it stands for the Cyclically Adjusted Price-Earnings ratio, and it inflation adjusts the last ten years worth of earnings to smooth out the volatility of the business cycle.

2025年1月4日 · Private investments surge (-600/86% chance) Degens aren’t leaving. They’re not f*cking leaving. (-475/83%) Money stays in money market funds.

2024年6月18日 · The S&P 500 is up 15.5% year-to-date. The average stock in the index is up 6%. The median stock is up less than 5%. It’s a hard year to beat the index.

2024年8月25日 · If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.

2024年4月21日 · Tim Ferriss is a writer, podcaster, and investor. We cover the power of staying curious and having meaningful conversations, the universal characteristics of world-class performers, and how to spot investing opportunities in new and uncrowded spaces.

2024年11月11日 · I recently sat with Meb to talk through the strategy on The Unlock, a new thing we’re doing that’s distinct from what we’re doing with most of our content.Unlike Animal Spirits or TCAF, which is for a general audience, The Unlock will be programmed specifically for financial advisors and people in the wealth management industry.