The Irrelevant Investor
Nov 15, 2024 · The Compound and Friends: Buy the Election, Sell the Inauguration
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 …
How Lies Spread - The Irrelevant Investor
May 23, 2024 · 55% believe the economy is shrinking, and 56% think the US is experiencing a recession, though the broadest measure of the economy, gross domestic product (GDP), has …
Archive - The Irrelevant Investor
Nov 8, 2024 · The Compound and Friends: Buy the Election, Sell the Inauguration
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 …
Is Nvidia too Big to Fail? - The Irrelevant Investor
May 28, 2024 · Whatever investors have paid for the stock up until now has been more than justified by the fundamental story. The question now, and let’s be honest, this question has …
A Special Type of All-Time High - The Irrelevant Investor
May 16, 2024 · The index, first created in 1896, combines the strongest businesses in the United States. Unlike the S&P 500, it isn’t dominated by mega cap tech stocks.
These Are the Goods - The Irrelevant Investor
May 26, 2024 · Here's what I chewed on last week
There Are Always Reasons to Sell - The Irrelevant Investor
A second wave of COVID-19 . Stocks have come too far too fast . Supply chains struggle to come back . Too much corporate debt . Too much sovereign debt
Why Investors Love Being Scared - The Irrelevant Investor
May 14, 2024 · The first financial industry event I attended was Barry’s Big Picture Conference in October 2012.I remember seeing some guy named Jim O’Shaughnessy make the case for …