New My Worst Investment Ever episodes ISMS 4: Bond Yields Are Showing the Fed Has Won Its Battle Against Inflation Rich (Fake Tech Exec) February 6, 2023īREAKING: The Fed introduces new $1 dollar bill /DNqC9HEmUY In this fascinating inside story, Guy Spier details his career from Harvard MBA to hedge fund manager.”Īudible is great have you tried it? If not, click here to get 2 books for free.Īfter meeting with my anti-capitalist financial planner, I see an atheist priest and buy steak from the vegan butcher /48chX8UnRe “What happens when a young Wall Street investment banker spends a small fortune to have lunch with Warren Buffett? He becomes a real value investor. The Education of a Value Investor by Guy Spier Can factor strategies mitigate risk? That performance has heightened interest in the diversification benefits of factor-based strategies.” “The year 2022 was a difficult one for investors in traditional 60/40 portfolios, as equities all around the globe and bonds produced double-digit losses, a very rare event. Mitigating Risks with Factor Strategies by Larry Swedroe Join us for a thought-provoking episode that seasoned investors and knowledgable market observers will enjoy getting their teeth stuck into.” “Michael Howell, legendary market strategist, author and founder of CrossBorder Capital, joins our Keeper Russell Napier to discuss global liquidity. Library of Mistakes – Ep 13: Capital Wars – The Rise Of Global Liquidity (with Michael Howell) Join the Become a Better Investor Community today! You can cancel any time, and as a newsletter reader you get a massive discount when you use this coupon code: READER “This is one of the interesting articles we have written regarding Beta.” The Valuation Master Class Boot Camp is a 6-week intensive company valuation boot camp for a successful career in finance.Ĭlick here to see more markets and periods.ĭiscussed in the Become a Better Investor Community this week Join the world’s toughest valuation training How do we get the copper out of the rock? Mining □ /E3DVD77EIM Depending on the size of battery, an electric bus can use between 224 and 369 kg of copper. One ton of ore generates a maximum 6 to 10 kilograms of copper. This 1 ton rock contains between 0.6 and 1 per cent of copper. Click on the image below and read the thread. One ton of ore generates max 10kg of copper: Another educational thread on the dirty business of the green transition. Why do investors keep destroying wealth? Can it be just a desire to be a “member of the club?” IMO the greatest anomaly in finance is despite horrific performance hedge fund assets have grown about 15x over past 30 years. Hedge funds perform terribly still, people buy them: Interestingly, the assets managed by hedge funds have increased massively over the past 30 years, even as their performance has been terrible. It’s also one of the best examples of the double-edged sword (risk) in investing. This is the cumulative performance of Softbank’s Vision fund since 2017. Ouch! He lost it all in the dotcom bubble as well. Masa Son is the undisputed master of tech bubbles: Took US$1bn to US$66bn and then down to a loss of US$7bn. Typically, the estimate comes down by around 800 bps during the year, so that implies earnings growth of around -5% for 2023. This will likely get worse before it gets better. We’re likely to see further earnings downgrades.Įarnings slide? The 2023 growth estimate has now flipped into negative territory (-1.1%). Typical exceptions are when the earning growth has actually turned negative, and analysts tend to become overly pessimistic. iralGtZDfVĪnalysts are forecasting earnings contraction: Analysts are generally overly optimistic and seldom forecast negative earnings growth on an aggregate level. I see this stat popping up on my feed a lot lately.Ī short thread. credit card debt reached a new high of $930 billion. Still, the credit card debt is below the 2010-2020 averages relative to GDP and total household assets. It’s worth noting that it’s accelerating. US credit card debt reaches new heights: Credit card debt is getting close to US$1trn in the US. One ton of ore generates max 10kg of copper.Hedge funds perform terribly still, people buy them.Masa Son is the undisputed master of tech bubbles.Analysts are forecasting earnings contraction.US credit card debt reaches new heights.
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