4 days ago · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires

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

Jan 24, 2025 · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires

Aug 5, 2024 · 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.

Jan 9, 2025 · 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.

Jun 18, 2024 · 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.

Jan 23, 2025 · 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 ...

Nov 11, 2024 · 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.

Sep 3, 2024 · The format of Josh’s book is unique. It’s something only he could have pulled off. He republished some of his most iconic blog posts and followed it up with “Josh’s Remarks.”

Apr 16, 2024 · There was a further escalation in Israel over the weekend. It always feels a bit crass to talk about investing when lives are being lost, but part of what I do is help investors contextualize awful world events.