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The Irrelevant Investor

Michael Batnick · 26 Apr 2025

Read the piece on theirrelevantinvestor.com ↗

2 korrents from this piece ↓

Michael Batnick did not write this page.

Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

  1. Our reading

    The trade war will eventually manifest in hard economic data.

    Their wordsThe trade war hasn't hit our data yet, but it will. Unlike 2022, the fears will eventually manifest in the hard data.

  2. Our reading

    The current economic situation is similar to a looming disaster that cannot be avoided.

    Their wordsWithout being too alarmist, and mostly because I wanted to sneak that quote in, that's similar to how I'd describe the current economic situation. Even if we do make a deal, damage is being done every day that we will feel.

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