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← The banks earning the highest returns on equity before 2007 mostly…
17 connected korrents · 17 moments from 2 Dec 2016 to 10 Sept 2026.
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investing
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America 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: The banks earning the highest returns on equity before 2007 mostly went bankrupt, and earning less in the good years is what let JP Morgan survive. The banks earning the highest returns on equity before 2007 mostly went bankrupt, and earning less in the good years is what let JP Morgan survive. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. — tap to centre the map on it The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. Last stated 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. — tap to centre the map on it The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: Companies now go public later, bigger and unprofitable: fewer than a quarter of the last decade’s IPOs were making money. — tap to centre the map on it Companies now go public later, bigger and unprofitable: fewer than a quarter of the last decade’s IPOs were making money. Last stated 2 months ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are
Same subject: Too-high company valuations are dangerous for employees issued equity at those levels. — tap to centre the map on it Too-high company valuations are dangerous for employees issued equity at those levels. Last stated 2 months ago
10 Sept 2026
GO
Gergely Orosz — holds since 2026-09-10 — tap for who they are
Same subject: The classic 60/40 portfolio returns of the last 35 years will not be matched over the next 35 years. — tap to centre the map on it The classic 60/40 portfolio returns of the last 35 years will not be matched over the next 35 years. Last stated 10 years ago
2 Dec 2016
MB
Michael Batnick — holds since 2016-12-02 — tap for who they are
Same subject: It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. — tap to centre the map on it It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. Last stated 10 years ago
2 Dec 2016
MB
Michael Batnick — holds since 2016-12-02 — tap for who they are
Same subject: The concentration of profits among the largest companies is a major secular trend that is unlikely to reverse. — tap to centre the map on it The concentration of profits among the largest companies is a major secular trend that is unlikely to reverse. Last stated 5 months ago
17 May 2026
JB
Josh Brown — holds since 2026-05-17 — tap for who they are
Same subject: The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. — tap to centre the map on it The new wave of businesses is not lightweight slop: the median one is doing better than a year ago, and more of them clear every revenue threshold. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — 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: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — 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 11 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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology will produce useless products Last stated 3 years ago
8 Mar 2024
DH
David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
Same subject: A company needs someone with a product vision to recover — tap to centre the map on it A company needs someone with a product vision to recover Last stated 4 years ago
5 Nov 2022
DH
David Heinemeier Hansson — holds since 2022-11-05 — tap for who they are