Tap a claim on the ring to put it at the centre.
← A society's prosperity comes from its productivity, not from the financial system or stock market.
17 connected korrents · 17 moments from 5 Sept 2010 to 25 Sept 2026.
Everything filed under stock market
stock market
Everything filed under government
government
Everything filed under value investing
value investing
Everything filed under investing
investing
Everything filed under market efficiency
market efficiency
Everything filed under quantitative easing
quantitative easing
Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject
Read this korrent: A society's prosperity comes from its productivity, not from the financial system or stock market.
A society's prosperity comes from its productivity, not from the financial system or stock market.
Last stated a week ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Last stated 7 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: AI models exhibit 'reflex' misbehaviors like clickbait that do not involve goal-seeking and persist despite feedback. — tap to centre the map on it
AI models exhibit 'reflex' misbehaviors like clickbait that do not involve goal-seeking and persist despite feedback.
Last stated a week ago
23 Sept 2026
SA
Scott Alexander — holds since 2026-09-23 — tap for who they are
Same subject: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it
Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created.
Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Last stated a month ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. — tap to centre the map on it
Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals.
Last stated 2 years ago
24 Aug 2024
JZ
Jason Zweig — holds since 2024-08-24 — tap for who they are
Same subject: Cash transfers are the index fund of development: the benchmark every actively managed aid programme should have to beat. — tap to centre the map on it
Cash transfers are the index fund of development: the benchmark every actively managed aid programme should have to beat.
Last stated 13 years ago
14 Mar 2014
CB
Chris Blattman — holds since 2014-03-14 — tap for who they are
Same subject: His advice to his own estate's trustee is the same advice he gives everyone: almost all of it into a low-cost S&P 500 index fund, not with a high-fee manager. — tap to centre the map on it
His advice to his own estate's trustee is the same advice he gives everyone: almost all of it into a low-cost S&P 500 index fund, not with a high-fee manager.
Last stated 13 years ago
28 Feb 2014
WB
Warren Buffett — holds since 2014-02-28 — tap for who they are
Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Last stated 2 years ago
3 Mar 2025
TS
Tobias Sjösten — holds since 2025-03-03 — tap for who they are
Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Last stated a week ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Last stated 10 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. — tap to centre the map on it
A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole.
Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. — tap to centre the map on it
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.
Last stated a month ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them. — tap to centre the map on it
Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them.
Last stated 16 years ago
6 Sept 2010
SS
Scott Sumner — holds since 2010-09-05 — tap for who they are
SS
Scott Sumner — no longer holds since 2010-09-06 — tap for who they are
Same subject: Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. — tap to centre the map on it
Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government.
Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total. — tap to centre the map on it
Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total.
Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2010 to today (stretched back to the oldest claim here) — full is today a face: someone who holds the claim — tap it for who they are faded, dashed ring: they no longer hold it — they changed their mind
At the centre
A society's prosperity comes from its productivity, not from the financial system or stock market.
Last stated 25 Sept 2026 · a week ago
Holds Mr. Money Mustache
Read this korrent →
Same subject: stock market
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Last stated 3 Mar 2026 · 7 months ago
Holds Sanjay Bakshi
Same subject: stock market
AI models exhibit 'reflex' misbehaviors like clickbait that do not involve goal-seeking and persist despite feedback.
Last stated 23 Sept 2026 · a week ago
Holds Scott Alexander
Same subject: stock market
Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created.
Last stated 18 Aug 2025 · a year ago
Holds Bret Taylor
Same subject: stock market
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Last stated 20 Feb 2024 · 3 years ago
Holds Bill Ackman
Same subject: stock market
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Last stated 25 Aug 2026 · a month ago
Holds Ray Dalio Nick Maggiulli
Same subject: stock market
Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals.
Last stated 24 Aug 2024 · 2 years ago
Holds Jason Zweig
Same subject: stock market
Cash transfers are the index fund of development: the benchmark every actively managed aid programme should have to beat.
Last stated 14 Mar 2014 · 13 years ago
Holds Chris Blattman
Same subject: stock market
His advice to his own estate's trustee is the same advice he gives everyone: almost all of it into a low-cost S&P 500 index fund, not with a high-fee manager.
Last stated 28 Feb 2014 · 13 years ago
Holds Warren Buffett
Same subject: market efficiency
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Last stated 3 Mar 2025 · 2 years ago
Holds Tobias Sjösten
Same subject: market efficiency
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Last stated 22 Sept 2026 · a week ago
Holds Barry Ritholtz
Same subject: market efficiency
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Last stated 2 Sept 2025 · a year ago
Holds Benedict Evans
Same subject: value investing
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Last stated 3 Dec 2025 · 10 months ago
Holds Aswath Damodaran
Same subject: value investing
A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole.
Last stated 20 Feb 2024 · 3 years ago
Holds Bill Ackman
Same subject: value investing
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.
Last stated 25 Aug 2026 · a month ago
Holds Nick Maggiulli
Same subject: quantitative easing
Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them.
Last stated 6 Sept 2010 · 16 years ago
No longer holds Scott Sumner
Same subject: quantitative easing
Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government.
Last stated 1 Jun 2022 · 4 years ago
Holds Olivier Blanchard
Same subject: quantitative easing
Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total.
Last stated 1 Jun 2022 · 4 years ago
Holds Olivier Blanchard