Category: long term investing

  • “I don’t think it’s time to get out…

    “I don’t think it’s time to get out…

    …It’s a matter of relative choices.” “No. 1, what’s going to happen? Nobody knows. His appointments are not firm, they have yet to be confirmed. his policies are not known. What is he going to do? Nobody really knows what he’s going to do? No. 2, What else will be going on in the world.…

  • Bridgewater Outlook

    Bridgewater Outlook

    Bridgewater Identify the Major Issues Facing Investors in the Years Ahead,” the speakers discuss various challenges investors will encounter in the coming years, including the sustainability of US exceptionalism, the US dollar’s strength, long-term bonds, Artificial Intelligence (AI), and China’s economy. US exceptionalism, driven by factors such as a large domestic market, responsive government policies, and…

  • Thiel

    Thiel

    Peter Thiel, a renowned Silicon Valley investor known for co-founding PayPal and Facebook, and backing companies like SpaceX and Stripe. Thiel emphasizes the importance of Founders and their unique visions, contrasting the 1990s Silicon Valley trend of replacing Founders with professional CEOs. He discusses his book “Zero to One,” which highlights the significance of creating something new…

  • Top 15 Economies

    Top 15 Economies

  • Chaos King

    Chaos King

    “It’s not just about making money during catastrophes…it’s about trying to protect ourselves from catastrophes” Nassim describes that most people prefer to sit on metaphorical dynamite for a steady stream of income. The primary goal at his firm Universa Investments is to benefit when the “steady” cashflow assets and trades cease to make money. Some…

  • Klarman’s Tabula Rasa

    Klarman’s Tabula Rasa

    Klarman/Baupost Holdings https://whalewisdom.com/filer/baupost-group-llc-ma