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Ben Carlson
x.com
The top 10 stocks in the S&P 500 now make up ~40% of the index Every company in the top 10 has a market cap of $1 trillion or more 3 things: 1. This is a bull mkt phenomenon 2. Almost every other country is even more concentrated 3. The fundamentals back it up
concentrated bull phenomenon
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19 September
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
If you are worried that a bull-statue is a Satanic symbol, the odds are very high that you think that Israel must be encouraged to conquer from the River of Egypt to the Euphrates, so that then the monstrous powers of Gog and Magog will attack and destroy them, as payback for and as a demonstration to the world of God’s wrath at them for their sin of rejecting Jesus Christ: **Trump’s State Department’s Obsession with What They Fear Are Satanic Bull-Statues: Laugh of the Day** Or, rather... 1/ Related
Founder of Farnam Street (fs.blog) and host of The Knowledge Project podcast. Writes and curates on decision-making, mental models and rational thinking.
"I don't believe in 50 friends. I believe in a smaller number. Nor do I care about society events. It's the most senseless use of time. When I do go out, from time to time, it's just to convince myself again that I'm not missing a lot." - Dietrich Mateschitz, founder of Red Bull Related
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
Their words
We won't even get into the fact that in the most ancient religions of Canaan and Israel, the bull is primarily a symbol of God Most High, not of the subordinate Ba'al Haddad
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braddelong.substack.com
18 September
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
10 Friday AM Reads My back in NY morning reads: • Why Are Valuations Falling in a Bull Market?: Ben Carlson runs the year’s tape — mortgages from 6% to 7%, the 10-year from 4% to 5%, inflation from 2.4% to 3.4%, oil from under $60 to ove…
inflation Related
17 September
Writer of kottke.org, one of the oldest blogs on the web, published since 1998 and supported by its members. He writes about art, technology, science, design and visual culture.
Mastodon This is fun: Red Bull took over one of the karting tracks at Silverstone (home of the British Grand Prix), put 100 regular folks in karts, positioned four-time F1 champ Max Verstappen at the back of the pack, and gave him 75 minutes to pass everyone. kottke.org
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Bluesky This is fun: Red Bull took over one of the karting tracks at Silverstone (home of the British Grand Prix), put 100 regular folks in karts, positioned four-time F1 champ Max Verstappen at the back of the pack, and gave him 75 minutes to pass everyone. kottke.org
Related
Blog Max Verstappen vs. 100 Normies in Go-Karts This is fun: Red Bull took over one of the karting tracks at Silverstone (home of the British Grand Prix), put 100 regular folks in karts, positioned four-time F1 champ Max Verstappen at the back of the pack, and gave h…
Related
16 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
10 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
We now have: 7% mortgage rates 5% bond yields 3.5% inflation A roaring stock bull market A transformational tech innovation boom Good movies Angst among the younger generation This really is the 1990s all over again inflation Related
9 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
x.com Animal Spirits: Everywhere Millionaires The bull market in wealth The next financial crisis A buying opportunity in bonds? AI is crowding out bonds & construction spending The American Dream is still alive Is college still worth the cost? America Related
Blog Animal Spirits: Everywhere Millionaires On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying oppo…
Related
6 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
5 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Good day for salmon fishing on Lake Michigan This was a bull market haul Related
3 September
Co-founder and CTO of Linear; previously an engineer at Uber.
Bullish on the bull case. Quoting @HarryStebbings The Bull Case for Linear Being a $100BN Company: "Linear is the clear winner. They have built an agentic product first that allows us to build 100x more software, and that means 100x more features than ever before. Humans cannot keep up with it, and humans still have to work with agents. If every h… Related
2 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: The Next Michael Burry The AI story that's never going away Everyone wants to call the AI crash The S&P 493 bull case Why hasn't AI destroyed jobs yet? Do dividends still matter? Will Gen Z buy a house? Youth travel sports & more Related
14 August
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
7 July
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
28 March
Founder of the International Center for Clinical Excellence and originator of Feedback-Informed Treatment. Writes about what actually makes a therapist effective, usually against the field's own assumptions about training and experience.
22 February 2024
Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.
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A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
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