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Key to K-shaped recovery… So polarization is
Key to K-shaped recovery… So polarization is what we’re talking about. We’re seeing in the U.S., where the value of assets goes up even more, and the value of assets goes up even more, and people who don’t have assets gets more difficult. One side is too cold, the other side is too hot. So…
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Warren Buffett’s Last Shareholder Letter (p. 1-8) Key roundup (25.11.10)
Warren Buffett’s Last Shareholder Letter (p. 1-8) Key roundup (25.11.10) I’ve always respected him personally, and he’s really “brilliant” until the end. Buffett, who has lived in one house in Omaha all his life, has shown the path of a wise investor. Although he’s officially leaving for the end of this year, I have no…
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U.S. stocks rise on liquidity supply possibilities
11/11 U.S. stocks rise on liquidity supply possibilities The U.S. stock market rose as the liquidity supply issue was highlighted by Trump’s remarks on the payment of $2,000 per American amid expectations for the end of the U.S. shutdown. In particular, individual companies were sluggish due to economic instability, but buying was concentrated on semiconductors…
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Michael Burry (The Big Short’s protagonist)
Michael Burry (The Big Short’s protagonist) claims that he wakes up early in the morning. To offset the cost of buying an Nvidia chip, big tech companies are all increasing the depreciation life of their equipment to spread the cost more shallowly and widely.. If you look at the notes of each company’s financial statements,…
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Two of the most dramatic short sellers in Wall
Two of the most dramatic short sellers in Wall Street history catch investors’ attention. Paul Tudor Jones, who foresaw Black Monday in 1987, and Michael Burry, the real-life protagonist of the movie Big Short, who went on a massive short sale warning of the AI bubble in 2025. Paul Tudor Jones cool-headedly analyzed the charts…
