Buffett and Munger’s 2007 Warning About Market Valuations
Today’s video is from the 2007 Berkshire meeting, where Charlie Munger and Warren Buffett discuss the rise of corporate profits as a […]
Author: quantofasia
US Stocks More Expensive than 1999-2000 DotCom Bubble High, According to EV/EBITDA
Today’s chart is thank’s to this tweet by the People’s Hedge Fund Manager, showing the EV/EBITDA valuation ratio of the S&P 500 […]
Lower Risk, Higher Returns
Today’s chart comes from one of the top 10 blog posts of S&P Dow Jones Index’s Indexology blog, showing how the low […]
Prince Harry and Meghan Markle Moving Assets to Delaware
I usually pay no attention to news about the British royal family, even the marriage of American actress Meghan Markle into it, […]
Some industries really are more profitable than others
One of the concepts in academic economics which seems to obviously false in the real world is the idea that firms in […]
119 Years of Investment Returns, According to Credit Suisse
This morning’s ferry read is the Credit Suisse Global Investment Returns Yearbook 2019, for which I have to thank this excellent Twitter […]
60/40 Has Worked Well, Even in Japan
One of the most memorable lines I heard from my professors back at UC Berkeley was “what I am about to teach […]
Long-term, valuation is all that matters
I recently found some charts on this tweet thread worth checking against some of my earlier posts on investing with a value […]
75% of 65+ Men Retired Today vs 25% in 1880
In the “shocking statistics” category, I wanted to post the following quote in this Morningstar article on the US retirement savings crisis: […]
US Estate Tax for Non-US Investors in US Assets
Many multinational millionaires know that Americans are subject to income tax on our worldwide income, and estate tax on our worldwide assets […]