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← The banks earning the highest returns on equity before 2007 mostly…
17 connected korrents · 15 moments on record from 20 Feb 2024 to 7 Sept 2026.
Everything filed under China
China
Everything filed under Europe
Europe
Everything filed under stock market
stock market
Everything filed under tariffs
tariffs
Everything filed under America
America
Everything filed under startups
startups 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 3 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 5 days ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — 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 a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. — tap to centre the map on it The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. Last stated 2 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing. — tap to centre the map on it About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: The base rate for US stocks over any one year is that they rise, and forgetting it is how market calls go wrong. — tap to centre the map on it The base rate for US stocks over any one year is that they rise, and forgetting it is how market calls go wrong. Last stated 2 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. Last stated 3 weeks ago
18 Aug 2026
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A nation of a million people cannot rule hundreds of millions by warfare; the Mongol Empire lasted because it offered its subjects things they actually wanted. — tap to centre the map on it A nation of a million people cannot rule hundreds of millions by warfare; the Mongol Empire lasted because it offered its subjects things they actually wanted. Last stated a year ago
31 Jul 2025
JW
Jack Weatherford — holds since 2025-07-31 — tap for who they are
Same subject: Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. — tap to centre the map on it Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. Last stated a year ago
14 Apr 2025
JC
John H. Cochrane — holds since 2025-04-14 — tap for who they are
Same subject: Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements. — tap to centre the map on it Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements. Last stated today
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
Same subject: Tariffs on Chinese clean energy reduce the total number of clean-energy jobs, because most of those jobs are in deployment rather than manufacturing. — tap to centre the map on it Tariffs on Chinese clean energy reduce the total number of clean-energy jobs, because most of those jobs are in deployment rather than manufacturing. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. — tap to centre the map on it A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. — tap to centre the map on it A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. Last stated 12 months ago
10 Sept 2025
UL
Ursula von der Leyen — holds since 2025-09-10 — tap for who they are
Same subject: A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language. — tap to centre the map on it A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language. Last stated 4 months ago
8 May 2026
DR
David Reich — holds since 2026-05-08 — tap for who they are
At the centre
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.
Holds JD Jamie DimonRead this korrent →
The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private.
Holds PT Phil Trammell
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.
Holds
Companies now go public later, bigger and unprofitable: fewer than a quarter of the last decade’s IPOs were making money.
Holds AD Aswath Damodaran
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.
Holds
The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins.
Holds NM Nick Maggiulli
About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing.
Holds BA Bill Ackman
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds JD Jamie Dimon
The base rate for US stocks over any one year is that they rise, and forgetting it is how market calls go wrong.
Holds NM Nick Maggiulli
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds HR Hannah Ritchie
A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms.
Holds EB Eric Berger
A nation of a million people cannot rule hundreds of millions by warfare; the Mongol Empire lasted because it offered its subjects things they actually wanted.
Holds JW Jack Weatherford
Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home.
Holds JC John H. Cochrane
Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements.
Holds PK Paul Krugman
Tariffs on Chinese clean energy reduce the total number of clean-energy jobs, because most of those jobs are in deployment rather than manufacturing.
Holds HR Hannah Ritchie
A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work.
Holds MH Max Hodak
A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it.
Holds
A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language.
Holds DR David Reich