Feb 7, 2025 · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires

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.

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 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.

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 29, 2025 · Investors can now embrace bitcoin's outsized upside potential while protecting 100% of the downside (for one year) through Calamos' risk management. The stock market had a pretty boring year in 2024. The max drawdown was just 8.5%, compared with an average of 16% for the last hundred years or so ...

Jan 31, 2025 · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires

Dec 18, 2024 · Today was a washout. Every S&P 500 sector was red. 483 stocks in the index fell today. Its 2.95% decline was the worst day since the Yen carry trade exploded in August.

Aug 20, 2024 · 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.

Jun 11, 2024 · This is not the 1990s stock market. From 1995-1999, 108 stocks in the S&P 500 doubled. 39 in 1999 alone.