Hacker News with Generative AI: Investing

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 2 days ago | 2 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 10 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 11 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 21 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 21 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 24 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 25 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 26 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 26 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 28 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 29 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 35 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 42 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 55 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 56 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 58 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 59 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 63 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 73 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.

Solar Energy, Energy Forecasting, Technology, Investing

46 points by xbmcuser 93 days ago | 41 comments

Short Squeezes Are Legal Now (bloomberg.com)
Short Squeezes Are Legal Now

Finance, Investing, Law

15 points by ioblomov 93 days ago | 1 comments

Ask HN: How does a cash acquistion with SAFEs work? (ycombinator.com)
I hope this doesn't come across as too stupid of a question. There is so much insight for more complex situations, but nothing I saw that clearly explained this simple situation. Want to make sure I'm not over/under thinking this.

Finance, Startups, Investing, Equity

7 points by funnywalrus 93 days ago | 3 comments

Buy payphones and retire (computer.rip)

Investing, Business, Technology, Humor

476 points by cratermoon 116 days ago | 352 comments

Losers Average Losers (quantian.substack.com)
This is Paul Tudor Jones, for those of you who are unaware.

Finance, Investing, Substack

7 points by paulpauper 118 days ago | 1 comments

There are only two asset classes: ownership and debt (ft.com)
There are only two asset classes: ownership and debt

Finance, Investing, Economics

55 points by hhs 118 days ago | 39 comments

How Does the Private Equity Market Work? (ycombinator.com)
I’m trying to better understand the private equity market. How do private equity firms operate, source deals, and structure investments? What are the key mechanisms that drive value creation, and how do they differ from public markets or venture capital? Would love to hear experiences and insights from professionals in the field or those who’ve been part of private equity transactions!

Private Equity, Finance, Investing

7 points by TravisL 134 days ago | 6 comments

Ted Weschler Turned $70k into $264M in a Retirement Account (umd.edu)
You can sometimes find fascinating information in footnotes — and that’s where I discovered the amazing investment returns of Ted Weschler, 60, a relatively low-profile money manager based in Charlottesville whose retirement account has outperformed the S&P 500 by hundreds to 1.

Investing, Retirement, Finance, Performance

26 points by chollida1 147 days ago | 39 comments

Diversification is a negative price lunch (outcastbeta.com)
We will see how the diversification assessment framework provided by conventional finance theory is not applicable to what long-term investors really care about – compounded returns. As long-term investors care about geometric (instead of arithmetic) expected return, we will find that diversifiable risk is not only uncompensated but costly. As a consequence, diversification is not only free, but negative price lunch. What are the implications of all this? Let’s have a look.

Finance, Investing, Risk Management, Diversification

16 points by sebg 155 days ago | 9 comments

New Bloomberg Terminal for 2 EUR / month (eulerpool.com)
Powerful insight for professional investors.