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← An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
17 connected korrents · 17 moments from 5 Sept 2010 to 22 Sept 2026. Nearly all of them are about investing .
Everything filed under stock market
stock market
Everything filed under government
government
Everything filed under venture capital
venture capital
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: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months 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: 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: 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: Investing well requires reversing the human instinct to grow excited as prices rise and fearful as they fall. — tap to centre the map on it Investing well requires reversing the human instinct to grow excited as prices rise and fearful as they fall. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: Investors do better over time in a low-cost index fund than in a group of hedge funds, on average. — tap to centre the map on it Investors do better over time in a low-cost index fund than in a group of hedge funds, on average. Last stated 10 years ago
25 Feb 2017
WB
Warren Buffett — holds since 2017-02-25 — tap for who they are
Same subject: Stock market investors spend most of their time below their previous all-time-high wealth, not at new peaks. — tap to centre the map on it Stock market investors spend most of their time below their previous all-time-high wealth, not at new peaks. Last stated 2 months ago
26 Aug 2026
MF
Meb Faber — holds since 2026-08-26 — tap for who they are
Same subject: There is no average year in the stock market; the long-run average only shows up over a very long horizon. — tap to centre the map on it There is no average year in the stock market; the long-run average only shows up over a very long horizon. Last stated 2 months ago
27 Aug 2026
BC
Ben Carlson — holds since 2026-08-27 — tap for who they are
Same subject: When trillions of dollars are managed by high-fee Wall Street managers, it is the managers who reap the outsized profits, not their clients. — tap to centre the map on it When trillions of dollars are managed by high-fee Wall Street managers, it is the managers who reap the outsized profits, not their clients. Last stated 10 years ago
25 Feb 2017
WB
Warren Buffett — holds since 2017-02-25 — 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 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — 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 4 weeks 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: 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
At the centre
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds Read this korrent →
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
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.
Holds
Investing well requires reversing the human instinct to grow excited as prices rise and fearful as they fall.
Holds
Investors do better over time in a low-cost index fund than in a group of hedge funds, on average.
Holds
Stock market investors spend most of their time below their previous all-time-high wealth, not at new peaks.
Holds
There is no average year in the stock market; the long-run average only shows up over a very long horizon.
Holds
When trillions of dollars are managed by high-fee Wall Street managers, it is the managers who reap the outsized profits, not their clients.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Holds
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Holds
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Holds
Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them.
No longer holds
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.
Holds
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.
Holds