„The Ultimate Guide to Long-Term Investing“ des großartigen Jim Reid von Deutsche Bank Research ist da! Reid zeigt auf Basis von Daten aus 200 Jahren, warum es sich langfristig auszahlt, auf Aktien zu setzen. Wer Privatier werden will, geht in Börsenpapiere, auch wenn Gold im 21.

Faytuks News

The Tankie math circle jerk -🇷🇺 is recruiting 30k/month, having almost zero casualties, yet the size of our army in Ukraine remains the same. -🇺🇦 hasn't got any men left, is taking catastrophic daily losses but prevents our rapid advance with soldiers who are dead.

Value-Investing, Index Funds and efficient markets: Should you even try to beat the market? Most investors should stick to index funds, and for good reason. The Efficient Market Hypothesis (EMH) is remarkably robust: prices reflect all available information most of the time,

As a kid, I was obsessed with numbers. My dad mailed me the stock market newspaper to summer camp. I loved economics, politics, innovation, companies, history… everything. But for many years I stayed away from finance and investing. Why? Even back then I felt the industry

will never not be amazed by this munger @ age 31, divorced, dead broke, and just buried his nine-year old son heart of a motherfucking lion

Is AI a bubble? No. AI itself isn’t a bubble. But the short-term usefulness of LLMs is massively overhyped. Long-term impact will be exponential and real, yet today we’re stuck with broken pricing models and ever-rising spend that’s starting to look questionable. LLMs are

A few honest thoughts on investing – before you put in your first dollar. Today’s culture turns investing into a game: apps with colorful charts, high scores shared on social media, quick wins that look like lucky strikes. This creates a completely false impression. Investing

Sharing My Long-Term Investing Strategy Hello everyone, After years of quietly building my own portfolio, I’ve decided to go public with my investing strategy. It’s a deliberate, methodical, and intentionally boring approach designed to compound wealth steadily over decades. Yet

The Bull Market Genius Illusion: Why Good Times Make Everyone Feel Brilliant In a strong bull market, a strange phenomenon occurs: suddenly, everyone feels like an investing genius. New investors pour in, snapping up trending stocks or diving into ETFs with little experience.

Some reflections on inflation, deflation, QE/QT, structural challenges, future returns, bonds, and why simple narratives miss the mark. We've had decades of falling interest rates, moderate inflation, and strong equity returns. Many attribute this to central banks "printing

The Intelligent Investor and his constant exposure to social media Investing requires thorough analysis, emotional discipline, and patience which stands in stark contrast to today’s dopamine-driven financial landscape dominated by social media. Theoretically, it should be

Why Long-Term Treasuries Like $TLT Could Be a Smart Bet Many investors have been understandably nervous about equities for some time. Yet few are talking seriously about the potential upside in long-duration U.S. Treasury bonds such as those tracked by $TLT. Bonds like TLT

It's a catchy narrative, but it oversimplifies things. Reality: Inflation does not rise 1:1 with money supply (M2): Historically (last 50 years in the US): M2 often grew by ~6–8% p.a., but CPI inflation only by ~3–4% (except for shocks such as in the 1970s or 2021–2023). Why?

How can a company be analysed using value investing? Today's example: $SRPT Sarepta Therapeutics (SRPT) has been one of the most dramatic stories in biotech over the past year. From highs above $170 in early 2025, the stock has plunged to around $21 as of December 2025 which is

Wir haben es hier mit einem Phänomen zu tun, das man (wie immer) bereits bei Graham nachlesen kann. Wenn Bullenmärkte zu lange andauern halten sich plötzlich zu viele Leute für Genies und glauben, ihre „technische Analyse“, ihre unglaubliche Kompetenz in der Fundamentalanalyse

Rethinking Value Investing: Benjamin Graham's Unpredictability and Why Stanley Druckenmiller's Approach Aligns More Closely Benjamin Graham, the father of value investing, was profoundly aware of one fundamental truth: The future development of any security is inherently