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 the end of the second quarter. But context aside, Apple was likely to fall on this report, dragging down mega-cap tech with it.
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 been growing.
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 contextualize awful world events.
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 been asked a million times over the last couple of years: Does the price still make sense?
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 why the market was statistically cheap and the probabilistic outlook was bright.