Tap a claim on the ring to put it at the centre.
← The weight of the largest US companies in the index matches their…
17 connected korrents · 17 moments on record from 20 Feb 2024 to 7 Sept 2026.
Everything filed under China
China
Everything filed under Europe
Europe
Everything filed under tariffs
tariffs
Everything filed under America
America
Everything filed under stock market
stock market
Everything filed under semiconductors
semiconductors 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 weight of the largest US companies in the index matches their share of the earnings, so the concentration is justified. The weight of the largest US companies in the index matches their share of the earnings, so the concentration is justified. Last stated yesterday
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — 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: America holds half the world's market capitalisation because the world trusts it, and losing that trust would be a bad day for the United States. — tap to centre the map on it America holds half the world's market capitalisation because the world trusts it, and losing that trust would be a bad day for the United States. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — 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 9 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — 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: TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. — tap to centre the map on it TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — 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: 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: 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