Tap a claim on the ring to put it at the centre.
← Standard social-science approaches that seek long-term regularities…
11 connected korrents · 12 moments on record from 19 Oct 2021 to 20 Sept 2026.
Everything filed under investing
investing
Everything filed under stock market
stock market
Everything filed under market efficiency
market efficiency 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: Standard social-science approaches that seek long-term regularities become less useful during periods of systemic transition, until the system stabilizes again. Standard social-science approaches that seek long-term regularities become less useful during periods of systemic transition, until the system stabilizes again. Last stated yesterday
20 Sept 2026
HF
Henry Farrell — holds since 2026-09-20 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. Last stated 4 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Longtermism is not the same thing as caring about the long-term future or about future generations; it goes far beyond that. — tap to centre the map on it Longtermism is not the same thing as caring about the long-term future or about future generations; it goes far beyond that. Last stated 5 years ago
19 Oct 2021
ÉT
Émile P. Torres — holds since 2021-10-19 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — 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: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — 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 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: Corner allocations under price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-market misallocation. — tap to centre the map on it Corner allocations under price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-market misallocation. Last stated 7 months ago
12 Feb 2026
AT
Alex Tabarrok — holds since 2026-02-12 — tap for who they are
Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Last stated 3 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are