Hacker News with Generative AI: Investing

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.

Finance, Investing, S&P 500, Market Timing

4 points by metdos 12 hours ago | 0 comments

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.

Finance, Investing, Climate Change, Environmental Policy

7 points by PaulHoule 7 days ago | 0 comments

Warren Buffett saw the selloff coming and hoarded cash (fortune.com)

Finance, Investing, Warren Buffett

7 points by adam__smith 19 days ago | 4 comments

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.

Stock Market, History, Investing, Financial Markets

73 points by metdos 24 days ago | 92 comments

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.

Finance, Investing, Mutual Funds, Index Funds

46 points by MilnerRoute 26 days ago | 49 comments

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.

Startups, Funding, Investing, Entrepreneurship

19 points by borgster 31 days ago | 1 comments

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.

Philanthropy, Investing, Biography, People

11 points by thecosas 31 days ago | 0 comments

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.

Energy, Climate Change, Business, Investing

58 points by zfg 37 days ago | 48 comments

Warren Buffett amasses more cash and sells more stock (cnbc.com)

Warren Buffett, Investing, Finance, Stock Market

65 points by belter 40 days ago | 64 comments

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.

Finance, Privacy, Tools, Investing

9 points by AlexITC 43 days ago | 3 comments

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.

Investing, Venture Capital, Business

21 points by SoKamil 51 days ago | 15 comments

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?

Finance, Investing, Economics

7 points by paulpauper 52 days ago | 6 comments

US exceptionalism remains our dominant global investment theme moving into 2025 [pdf] (widen.net)

US Economy, Investing, Global Trends, 2025

4 points by wslh 62 days ago | 0 comments

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.

Finance, Semantics, Investing, Social Commentary

8 points by vincent_s 63 days ago | 5 comments

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.

Finance, Artificial Intelligence, Investing, Nassim Taleb, Nvidia

37 points by pera 66 days ago | 63 comments

A few thoughts on DeepSeek – and why you can't trust what you read (thatstocksguy.substack.com)

Deep Learning, Finance, Information Quality, Investing, Data Analysis

9 points by Eval-Apply 66 days ago | 8 comments

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.

Bitcoin, ETFs, Finance, Investing, Vanguard

398 points by mooreds 67 days ago | 527 comments

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.

Investing, Stocks, Technology, Financial Analysis

16 points by themgt 68 days ago | 3 comments

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.

Finance, Investing, Chicago

178 points by gregorymichael 69 days ago | 90 comments

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.

Finance, ETFs, Tools, Investing

14 points by jjmaxwell4 70 days ago | 4 comments

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.

Predictions, Investing, Finance

10 points by eigenvalue 76 days ago | 4 comments

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.

Finance, Investing, Technology, Market Analysis

5 points by kristianp 84 days ago | 2 comments

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

Investing, Demographics, Population Growth, Financial Markets

7 points by toomuchtodo 96 days ago | 10 comments

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.

Finance, Investing, Risk, Economics, Wall Street

8 points by greesil 97 days ago | 4 comments

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

China, Investing, Private Equity, Markets

16 points by cwwc 99 days ago | 3 comments

Charlie Munger's wisdom lives on in LLMs (bren.blog)
I never got to meet Charlie Munger in person, but I’ve sought to channel his wisdom for decades.

Artificial Intelligence, Business, Investing

5 points by laudney 100 days ago | 1 comments

Saving Nanocap Speculators from Themselves (nyuu.page)
I spent the summer of the 2021 cryptocurrency bull market fascinated by a hive of foolishness and deception: /r/cryptomoonshots (and, to a lesser extent, its analogues on discord and telegram). People’d post a token address (typically Binance Smart Chain (“BSC”), occasionally Ethereum (“Eth”)) along with a pitch or maybe a website and an inducement: “buy right now!”. The (implicit) conceit was “you, the reader, may have ‘missed bitcoin’, and ‘missed dogecoin’, but you can still ‘100x’… by buying my token!”.

Cryptocurrency, Speculation, Investing, Social Media, Decentralized Finance

41 points by apsec112 104 days ago | 15 comments

Launch HN: Double (YC W24) – Index Investing with 0% Expense Ratios (ycombinator.com)
Hi HN, we’re JJ and Mark, the founders of Double (https://double.finance). Double lets you invest in 50+ broad stock market indexes with 0% expense ratios.

Finance, Investing, Start-ups, Index Funds, YC

443 points by jjmaxwell4 115 days ago | 413 comments

Why everyone missed solar's exponential growth (exponentialview.co)
Hi, it’s Azeem. Here’s a shocking reality check: every major energy forecaster has been wrong about solar power uptake. So wrong, in fact, that when I recently offered a $1,000 bet on solar’s explosive growth, not a single expert would take me up on it. This isn’t just a forecasting error – it’s a systematic blind spot.