"I think diversification and all the stuff they’re teaching at business school today is probably the most misguided concept everywhere.
And if you look at all the great investors that are as different as Warren Buffett, Carl Icahn, Ken Langone, they tend to be very, very… https://t.co/QrsJCTqT5j https://t.co/6QokcOKAUZ
Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation.
At the same time, the S&P 500 has gained 764% (>7% per year) after adjusting for inflation.
Why you need to invest, in one chart... https://t.co/Ac6iMLiccF
Many of the best accounts here have less than 5,000 followers.
There is something so pure about intellectual curiosity that is not beholden to an audience.
The best performing stocks in the S&P 500 this year... https://t.co/9O7WFJu6TJ
The Fed's balance sheet is at its lowest level since April 2021, down $1.2 trillion from its peak in April 2022.
How much more QT is needed to unwind the massive QE from March 2020- April 2022?
$3.6 trillion. https://t.co/GSPDpi5OtU
Average 30-Year Mortgage Rate in the US…
1970s: 8.9%
1980s: 12.7%
1990s: 8.1%
2000s: 6.3%
2010s: 4.1%
2020s: 4.5%
---
All-Time Low (Jan 2021): 2.65%
Today’s Rate: 7.03% https://t.co/VjxRbTRS8b
The worst performing stocks in the S&P 500 this year... https://t.co/IyS2UI39r7
US stocks have been outperforming international stocks for 15 years running, and by a huge margin. The result: we're now more than 2.5 standard deviations above the mean in terms of historical US outperformance.
https://t.co/dmeAUw0B6a https://t.co/nWPy6rv3Hs
Nasdaq 100 Total Returns…
2000: -37%
'01: -33%
'02: -38%
‘03: +50%
'04: +11%
'05: +2%
'06: +7%
'07: +19%
'08: -42%
'09: +55%
'10: +20%
'11: +4%
'12: +18%
'13: +37%
'14: +19%
'15: +10%
'16: +7%
'17: +33%
'18: +.04%
'19: +39%
'20: +49%
'21: +27%
'22: -32%
2023 YTD: +48%
6 months ago it sounded crazy to say, but in a couple years the SVM is likely to have more DAUs than the EVM. The EVM ecosystem can fight back with performance upgrades, in addition to rollupification. https://t.co/Svc7vu5o9e
You simply need to understand that many more users will bridge and enter the Solana ecosystem to use protocols given the recent airdrop bonanza. This frenzy is not dissimilar from DeFi summer but one key distinction: way more user friendly and things to do (NFTs + DeFi perps,… https://t.co/VfW8rVo355
The $VIX has fallen 43% over the last 7 weeks (from 21.71 to 12.35), the 16th largest 7-week decline in history. https://t.co/y0gZ3ExkuI
Judge Torres' decision favoring @Ripple over the @SECGov could mark a turning point for crypto regulations.
It was a significant moment for the industry and why she's among CoinDesk's #MostInfluential2023: https://t.co/2DMjcExgi5 https://t.co/sUmB1kroGT
Buzzfeed is down 96% since it went public at the top of the market in December 2021. https://t.co/7sFx5wjbxL
% Below All-Time High (total returns)...
Dow ETF $DIA: 0%
S&P 500 ETF $SPY: -1.0%
Nasdaq 100 ETF $QQQ: -1.7%
Russell 2000 Small Cap ETF $IWM: -21%
ARK Innovation ETF $ARKK: -68% https://t.co/LB75Zp0KY3
The $VIX ended the week at 12.35, its lowest level since January 2020. https://t.co/OHDkv0w1z4
Russian President Vladimir #Putin has stated that the Western financial system is "clearly becoming obsolete." https://t.co/XE5kyKDlKU
CORRECTION: Layer 1 tokens $ADA, $ALGO, $AVAX and $SOL were Friday's best performers as capital rotation from stalling #bitcoin📷 lifted altcoins. $BTC may pull back to $40K, one analyst speculated.
@sndr_krisztian reports https://t.co/ElHufz5UC9 https://t.co/9TMvcHQoTb
Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets.
Join here: https://t.co/l5IYmkeySJ https://t.co/MN5zUxnMZ2
Ripples in the #Bitcoin Sea: Ocean Pool's Transaction Blacklist Sparks Industry Uproar https://t.co/9mOHxqhu6j
