The Irrelevant Investor
4 天之前 · Stocks Are More Expensive Than They Used to Be. Because the Companies are So Much Better
A Few Thoughts On the Selloff - The Irrelevant Investor
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 …
USA, Inc - theirrelevantinvestor.com
1 天前 · 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 …
10 Predictions for 2025 - theirrelevantinvestor.com
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.
Archive - The Irrelevant Investor
Stocks Are More Expensive Than They Used to Be. Because the Companies are So Much Better
Concentration is Everywhere - The Irrelevant Investor
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 …
It's Always Hard to Beat the Market - The Irrelevant Investor
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.
The Fastest Recovery Ever - The Irrelevant Investor
2024年8月20日 · It turns out, with the benefit of hindsight, that the panic was overblown. The market gained it all back in four days, and now we’re just 1% from a new high for the S&P 500.
The Rally is Broadening
2024年10月10日 · At their peak in July, the Mag 7 contributed 12% of the 19% rally in the S&P 500, driving 64% of the overall return. There was a lot of hemming and hawing that when they …
These Are the Goods - The Irrelevant Investor
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 …