Buffett now owns 5% of all US Treasury bills, a larger holding than Fed itself
(economictimes.com)
Billionaire investor Warren Buffett’s Berkshire Hathaway has amassed $300.87 billion in U.S. Treasury bills, accounting for nearly 5% of the entire market for short-term government debt, according to the company’s latest financial disclosure.
Billionaire investor Warren Buffett’s Berkshire Hathaway has amassed $300.87 billion in U.S. Treasury bills, accounting for nearly 5% of the entire market for short-term government debt, according to the company’s latest financial disclosure.
The Whimsical Investor
(fi-le.net)
Not many companies around today are both small and publicly traded, as the proportion of private enterprises continues to rise. Not many, indeed, are still brave enough to sail the rough seas of public scrutiny with their tiny little legal vessel, and have managed not to capsize despite everyone on board wishing they had jumped ship before that fateful IPO day.
Not many companies around today are both small and publicly traded, as the proportion of private enterprises continues to rise. Not many, indeed, are still brave enough to sail the rough seas of public scrutiny with their tiny little legal vessel, and have managed not to capsize despite everyone on board wishing they had jumped ship before that fateful IPO day.
Capitol Trades: Tracking Stock Market Transactions of Politicians
(capitoltrades.com)
Tracking Capitol Hill politicians' trades can provide valuable insights for your investment research — and we offer you a free solution to do just that.
Tracking Capitol Hill politicians' trades can provide valuable insights for your investment research — and we offer you a free solution to do just that.
Timing Is Everything: Real S&P 500 Returns Across 5, 10, and 20-Year Windows
(moatmind.com)
A century-long look at how entry timing shapes real, inflation-adjusted returns—proving that even long-term investing in the S&P 500 can yield wildly different outcomes.
A century-long look at how entry timing shapes real, inflation-adjusted returns—proving that even long-term investing in the S&P 500 can yield wildly different outcomes.
Hedge Funds Struggle as Green Stocks Crash
(oilprice.com)
The freezing of the IRA and rollbacks on climate policies are forcing hedge funds and pension funds to rethink their strategies.
The freezing of the IRA and rollbacks on climate policies are forcing hedge funds and pension funds to rethink their strategies.
What We've Learned from 150 Years of Stock Market Crashes
(morningstar.com)
Though they varied in length and severity, the market always recovered and went on to new highs.
Though they varied in length and severity, the market always recovered and went on to new highs.
Compared to index funds, actively managed mutual funds still stink
(latimes.com)
Ordinary stock market investors — you and me, that is, not the big pension funds and other institutions — have two main choices about where to put their money: actively managed mutual funds run by stock pickers claiming to know the magic incantations for finding the best stocks, or passively managed index funds that merely replicate the markets themselves.
Ordinary stock market investors — you and me, that is, not the big pension funds and other institutions — have two main choices about where to put their money: actively managed mutual funds run by stock pickers claiming to know the magic incantations for finding the best stocks, or passively managed index funds that merely replicate the markets themselves.
Ask HN: Who's Pre-seed Investing? (March 2025)
(ycombinator.com)
Share your information if you are interested in "sliding in a cheque" to pre-seed founders with a MVP and pilot users.
Share your information if you are interested in "sliding in a cheque" to pre-seed founders with a MVP and pilot users.
Ronald Read – Philanthropist, investor, janitor, and gas station attendant
(wikipedia.org)
Ronald James Read (October 23, 1921 – June 2, 2014) was an American philanthropist, investor, janitor, and gas station attendant.
Ronald James Read (October 23, 1921 – June 2, 2014) was an American philanthropist, investor, janitor, and gas station attendant.
BP to slash green investment and ramp up gas and oil
(bbc.com)
BP is expected to announce it will slash its renewable energy investments and instead focus on increasing oil and gas production.
BP is expected to announce it will slash its renewable energy investments and instead focus on increasing oil and gas production.
Ask HN: Is there any encrypted portfolio tracker available?
(ycombinator.com)
Hi hn, over the years I have interacted with the stock market as well as cryptocurrencies but I have never put any serious effort on tracking this portfolio.
Hi hn, over the years I have interacted with the stock market as well as cryptocurrencies but I have never put any serious effort on tracking this portfolio.
The Butter Thesis (2019)
(nickgrossman.xyz)
At USV, we talk a lot about our investment thesis. The USV thesis is a set of ideas that has guided our investing over the years. It is a tool we use to help ourselves know what to look for, and to help companies who fit into it to find us.
At USV, we talk a lot about our investment thesis. The USV thesis is a set of ideas that has guided our investing over the years. It is a tool we use to help ourselves know what to look for, and to help companies who fit into it to find us.
The US Stock Market as a Quasi-Ponzi Scheme
(priceactionlab.com)
Even if we view the US stock market as a quasi-Ponzi scheme, investing in it makes sense as long as the underlying drivers of returns remain intact. But do these returns translate to a tax on future generations?
Even if we view the US stock market as a quasi-Ponzi scheme, investing in it makes sense as long as the underlying drivers of returns remain intact. But do these returns translate to a tax on future generations?
Most "Investing" Is Just Speculation
(vincentschmalbach.com)
The words people choose often reveal more about how they want to be perceived than what they're actually doing. Take the term "investing" - it implies not just sophistication and careful analysis, but also suggests a contribution to economic growth and societal progress.
The words people choose often reveal more about how they want to be perceived than what they're actually doing. Take the term "investing" - it implies not just sophistication and careful analysis, but also suggests a contribution to economic growth and societal progress.
Black Swan's Taleb Says Nvidia Rout Is Hint of What's Coming
(bloomberg.com)
The Black Swan author Nassim Taleb is warning that Monday’s brutal selloff in Nvidia Corp. is just a taste of what’s in store for investors who blindly piled into Wall Street’s AI-driven stock rally.
The Black Swan author Nassim Taleb is warning that Monday’s brutal selloff in Nvidia Corp. is just a taste of what’s in store for investors who blindly piled into Wall Street’s AI-driven stock rally.
No Bitcoin ETFs at Vanguard (2024)
(vanguard.com)
The recent introduction of spot bitcoin ETFs has been generating headlines and buzz in pockets of the industry. However, Vanguard does not have plans to create a Vanguard bitcoin ETF or other crypto-related products. Additionally, such products from other issuers will not be offered on our brokerage platform. In this Q&A, two Vanguard leaders—Janel Jackson, global head of ETF Capital Markets and Broker & Index Relations, and Andrew Kadjeski, head of Brokerage & Investments—discuss why.
The recent introduction of spot bitcoin ETFs has been generating headlines and buzz in pockets of the industry. However, Vanguard does not have plans to create a Vanguard bitcoin ETF or other crypto-related products. Additionally, such products from other issuers will not be offered on our brokerage platform. In this Q&A, two Vanguard leaders—Janel Jackson, global head of ETF Capital Markets and Broker & Index Relations, and Andrew Kadjeski, head of Brokerage & Investments—discuss why.
The Short Case for Nvidia Stock
(youtubetranscriptoptimizer.com)
At a high level, NVIDIA faces an unprecedented convergence of competitive threats that make its premium valuation increasingly difficult to justify at 20x forward sales and 75% gross margins.
At a high level, NVIDIA faces an unprecedented convergence of competitive threats that make its premium valuation increasingly difficult to justify at 20x forward sales and 75% gross margins.
A very Chicago gamble
(bitsaboutmoney.com)
This column doesn’t offer investment advice, as I am not a registered investment advisor. This is not merely a mandatory disclaimer; this is a warning. We will discuss some specific securities below that I am not merely incapable of recommending.
This column doesn’t offer investment advice, as I am not a registered investment advisor. This is not merely a mandatory disclaimer; this is a warning. We will discuss some specific securities below that I am not merely incapable of recommending.
Show HN: ETF Comparison – See Correlation, Overlap, and Holdings
(ycombinator.com)
Hey HN, <p>We recently launched a tool to compare ETFs that I wanted to share with the HN community. I've always found it difficult to quickly contrast important metrics between ETFs and dig into holdings. Existing tools are usually behind paywalls and provide limited functionality.
Hey HN, <p>We recently launched a tool to compare ETFs that I wanted to share with the HN community. I've always found it difficult to quickly contrast important metrics between ETFs and dig into holdings. Existing tools are usually behind paywalls and provide limited functionality.
The Most Impressive Prediction of All Time
(youtubetranscriptoptimizer.com)
I've always been impressed when people can truly predict the future. Perhaps it's from my years working as a professional investor at hedge funds, but when someone makes a concrete, explicit prediction— particularly one that is highly contrarian and non-consensus at the time (which is the only way to make truly outsized returns in the market)— I sit up and take notice.
I've always been impressed when people can truly predict the future. Perhaps it's from my years working as a professional investor at hedge funds, but when someone makes a concrete, explicit prediction— particularly one that is highly contrarian and non-consensus at the time (which is the only way to make truly outsized returns in the market)— I sit up and take notice.
On Bubble Watch
(oaktreecapital.com)
Exactly 25 years ago today, I published the first memo that brought a response from readers (after having written for almost ten years without receiving any). The memo was called bubble.com, and the subject was the irrational behavior I thought was taking place with respect to tech, internet, and e-commerce stocks.
Exactly 25 years ago today, I published the first memo that brought a response from readers (after having written for almost ten years without receiving any). The memo was called bubble.com, and the subject was the irrational behavior I thought was taking place with respect to tech, internet, and e-commerce stocks.
What a World Growing Older Fast Means for Investing
(bloomberg.com)
A growing number of money managers say it’s time to get portfolios ready for a population shift
A growing number of money managers say it’s time to get portfolios ready for a population shift
Wall St. Is Minting Easy Money from Risky Loans. What Could Go Wrong?
(nytimes.com)
Everyone from Jamie Dimon to the International Monetary Fund is ringing alarms about the shadowy world of private credit. But the money keeps rolling in.
Everyone from Jamie Dimon to the International Monetary Fund is ringing alarms about the shadowy world of private credit. But the money keeps rolling in.
A growing sense among investors that China may not be systematically investable
(ft.com)
Private equity investors trapped in China as top firms fail to find exit deals
Private equity investors trapped in China as top firms fail to find exit deals