Zum Inhalt

2021-41 weekly bits and bites

The outsized impact of experience

Fast forward to the late 2000’s when Goldman Sachs, Bank of America, Cisco, Marriott, McKinsey, Citigroup, Johnson & Johnson, AIG, and countless “big box retailers” were the ones dialing back, while the likes of AirBnB, Square, 23andMe, Stripe, Shopify, Slack, NuBank, Zoom, Twilio, Moderna, WhatsApp, and Andreessen Horowitz emerged. All were founded after 2006, and most in 2008 or later. The bottom line is that recessions plant the seeds for future economic growth.

(6min _ Ted Lamade)

Are We Craving Risk or Losing Reward?

Does this imply that the low rates of today will remain low forever? I have no idea, but I wouldn’t bet on a return to 1980s-like yields anytime soon.

Unfortunately, I’m not sure how much of the investment community feels the same way. Just imagine how many institutions have set their assumed risk and rate of return based on performance data from 1980-2000. Just imagine how many backtests have been run that rely heavily on this atypical time period.

(5min _ OfDollarsAndData)

The Top 10 EV Battery Manufacturers

With increasing interest in electric vehicles (EVs) from consumers, the market for lithium-ion EV batteries is now a $27 billion per year business.

Besides being a manufacturing powerhouse of vehicle parts, Asia is fast becoming a hotbed for innovation in the battery sector.

No wonder, the top 10 EV battery manufacturers by market share are all headquartered in Asian countries, concentrated in China, Japan, and South Korea.

(5min _ VisualCapitalist)

There’s More to Investing Than Just Risk and Return

Peace of mindEnoughSimplicity/Ease of Use

… the older I get, the more I realize that the only true finite resource in this world is time, and I don’t wish to spend a lot of mine managing my portfolio and my underlying investments.

(8min _ Morningstar)

What To Do in the Case of Sustained Inflation

Our best recommendation is to buy true, real assets as a store of value. Foremost amongst these assets is obviously equities. They may make a terrible inflation hedge (as they did during the early 1970s), but over the long term they represent the businesses that charge prices and pay wages, so their cash flows should be real if these two elements are roughly matched. As such, they act as a store of value in the longer term.

(11min _ GMO)

“It is an economic fact that predicting the future is most valuable when everybody things you are wrong.”

_ Derek Thompson

Wir benutzen Cookies um die Benutzerfreundlichkeit der Webseite zu verbessern. Durch Ihren Besuch stimmen Sie dem zu. mehr Informationen

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.