The Irrelevant Investor
A Few Thoughts On the Selloff - The Irrelevant Investor
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 …
Archive - The Irrelevant Investor
Jan 23, 2025 · The Greatest Wealth-Creation Machine of All-Time. How Nvidia Minted Thousands of Millionaires
I'm Not Saying Things Aren't Crazy - The Irrelevant …
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.
Stocks Are More Expensive Than They Used to Be
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 …
Concentration is Everywhere - The Irrelevant Investor
Aug 25, 2024 · 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 …
Why Wasn’t there a Recession? - The Irrelevant Investor
Jan 2, 2024 · Monetary policy is tighter but below the level of real rates that led to prior recessions; corporate cash flow is still in good shape, unlike the cash flow deficits which …
These Are the Goods - The Irrelevant Investor
Apr 21, 2024 · 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 …
It's Always Hard to Beat the Market - The Irrelevant Investor
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.
The Thing that Doesn’t Mix Well With Investing - The Irrelevant …
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 …
