The Irrelevant Investor
Jan 10, 2025 · 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
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 Rally is Broadening
Oct 10, 2024 · 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 …
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 …
The Fastest Recovery Ever - The Irrelevant Investor
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.
I Get Why Having 3 Stocks Make up 20% of the S&P 500 Might …
Jun 7, 2024 · In a new paper about concentration and what it means for the market, Michael Mauboussin and Dan Callahan showed that “the arithmetic average of the series of annual …
I'm Not Saying Things Aren't Crazy - The Irrelevant Investor
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.
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 …
Animal Spirits: A Healthy Pullback - The Irrelevant Investor
Apr 24, 2024 · The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does …
Talk Your Book: Utilizing Dividends for Income - The Irrelevant …
Jun 10, 2024 · How rates affect dividend payers . Fund-specific rules and objectives . Looking at REITs as an income driver . Why blue-chip companies continue to pay and increase their …