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Common Sense Investor (CSI)

@commonsenseplay • 36,337 subscribers

On a crusade to bring the truth to retail stock market investors, completely independent! Not financial advice. email: [email protected]

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The invisible cost to every Robinhood $HOOD trade you make - their trades are not free! - "Robinhood trades are not free" - "When you pay for order flow, you're probably charging your customers more, and pretending to be free" - "It's a very dishonourable, low grade way to talk" - "Nobody should believe Robinhood's trades are free" Translation: Robinhood doesn’t charge commissions, but it makes money by selling your trades to market makers i.e. “payment for order flow”. Instead, when you click Buy, Robinhood sells your order to a big trading firm (Citadel etc). That firm executes it and pays Robinhood for sending the order. Example: - If the best price in the market is $10.00, but you get filled at $10.02, that 2 cents difference looks tiny… but over thousands of trades and millions of users, that’s real money. - You didn’t pay a commission, but you still paid in the form of a slightly higher price! You feel like it’s free, but you get slightly worse prices on every trade! That cost is invisible - but you're still paying it! In addition: Those firms (Citadel etc.) also get visibility into retail order flow. They see what millions of small traders are doing and can position themselves more effectively to profit from you!!! Common Sense Investing TIP: - If a business says something is free, but earns money from your activity, it’s not free! - never forget.

The invisible cost to every Robinhood $HOOD trade you make - their trades are not free! - "Robinhood trades are not free" - "When you pay for order flow, you're probably charging your customers more, and pretending to be free" - "It's a very dishonourable, low grade way to talk" - "Nobody should believe Robinhood's trades are free" Translation: Robinhood doesn’t charge commissions, but it makes money by selling your trades to market makers i.e. “payment for order flow”. Instead, when you click Buy, Robinhood sells your order to a big trading firm (Citadel etc). That firm executes it and pays Robinhood for sending the order. Example: - If the best price in the market is $10.00, but you get filled at $10.02, that 2 cents difference looks tiny… but over thousands of trades and millions of users, that’s real money. - You didn’t pay a commission, but you still paid in the form of a slightly higher price! You feel like it’s free, but you get slightly worse prices on every trade! That cost is invisible - but you're still paying it! In addition: Those firms (Citadel etc.) also get visibility into retail order flow. They see what millions of small traders are doing and can position themselves more effectively to profit from you!!! Common Sense Investing TIP: - If a business says something is free, but earns money from your activity, it’s not free! - never forget.

293,712 Aufrufe

THIS IS WHY YOU WILL LOSE MONEY IN THE STOCK MARKET CHASING HYPE! $IONQ, $RGTI, $LAES, $BTW , $OKLO , $JOBY , $META Peter Lynch – one of the greatest investors of all time – sums it up perfectly: - "Stocks are not lottery tickets" - "There is a company behind every stock, if the company does well the stock does well...it's not that complicated" - "People get carried away and first of all they try and predict the stock market, that is a total waste of time, no one can predict the stock market" This advice is timeless. Unfortunately, many new investors are jumping into hype sectors and stocks like Quantum ( $ionq, $rgti, $laes, $btq), Nuclear (e.g., $oklo), and flying cars (e.g., $joby). Some of these bubble stocks are up 4,000% in the last 12 months even though they are not profitable, some have zero revenue, yet they are valued at billions of dollars. Keep your investing strategy simple. Don’t chase hype - look for profitable, growing companies that are actually doing well. That’s why I like $META - it’s a cash cow and it keeps compounding. Unfortunately, a lot of beginners get sucked into these bubbles and buy at the top, right as the algo's and hedge funds are exiting - joining the feeding frenzy for quick profits. Retail investors end up holding the bag as reality hits. We’ve already seen it in the past month alone - many of these companies have crashed 50–60%, with potentially much deeper drawdowns. DON'T CHASE HYPE. STOCKS ARE NOT LOTTERY TICKETS. CHASE WELL-RUN COMPANIES. KEEP IT SIMPLE!

THIS IS WHY YOU WILL LOSE MONEY IN THE STOCK MARKET CHASING HYPE! $IONQ, $RGTI, $LAES, $BTW , $OKLO , $JOBY , $META Peter Lynch – one of the greatest investors of all time – sums it up perfectly: - "Stocks are not lottery tickets" - "There is a company behind every stock, if the company does well the stock does well...it's not that complicated" - "People get carried away and first of all they try and predict the stock market, that is a total waste of time, no one can predict the stock market" This advice is timeless. Unfortunately, many new investors are jumping into hype sectors and stocks like Quantum ( $ionq, $rgti, $laes, $btq), Nuclear (e.g., $oklo), and flying cars (e.g., $joby). Some of these bubble stocks are up 4,000% in the last 12 months even though they are not profitable, some have zero revenue, yet they are valued at billions of dollars. Keep your investing strategy simple. Don’t chase hype - look for profitable, growing companies that are actually doing well. That’s why I like $META - it’s a cash cow and it keeps compounding. Unfortunately, a lot of beginners get sucked into these bubbles and buy at the top, right as the algo's and hedge funds are exiting - joining the feeding frenzy for quick profits. Retail investors end up holding the bag as reality hits. We’ve already seen it in the past month alone - many of these companies have crashed 50–60%, with potentially much deeper drawdowns. DON'T CHASE HYPE. STOCKS ARE NOT LOTTERY TICKETS. CHASE WELL-RUN COMPANIES. KEEP IT SIMPLE!

92,547 Aufrufe

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BlackRock CIO Rick Rieder’s prediction for tomorrow’s Fed decision: He says the Fed is going to hike 25 bps - but he wouldn’t do it himself. And I agree with him. A 25 bps hike does very little to actually bring inflation down. At this point, it’s largely about credibility and signaling that the Fed is willing to act. In fact, a 25 bps hike could even trigger a relief rally in stocks because the market has already priced it in along with actually bringing down the long end ironically. He also highlighted the've started to nibble at the long end. But when inflation is being driven by factors like oil and supply-side pressures, another 25 bps does little beyond the optics. One hike. Then reassess.

BlackRock CIO Rick Rieder’s prediction for tomorrow’s Fed decision: He says the Fed is going to hike 25 bps - but he wouldn’t do it himself. And I agree with him. A 25 bps hike does very little to actually bring inflation down. At this point, it’s largely about credibility and signaling that the Fed is willing to act. In fact, a 25 bps hike could even trigger a relief rally in stocks because the market has already priced it in along with actually bringing down the long end ironically. He also highlighted the've started to nibble at the long end. But when inflation is being driven by factors like oil and supply-side pressures, another 25 bps does little beyond the optics. One hike. Then reassess.

Common Sense Investor (CSI)

122,023 Aufrufe • vor 7 Tagen

WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! Legendary investor Howard Marks puts it bluntly: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative. So what’s Marks doing? Buying bonds! During the 2000–2002 crash: - Long-term Treasuries: +40–45% - NASDAQ: –78% History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.

WHY YOU’RE GOING TO LOSE MONEY ON STOCKS THIS DECADE! Legendary investor Howard Marks puts it bluntly: “When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.” Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative. So what’s Marks doing? Buying bonds! During the 2000–2002 crash: - Long-term Treasuries: +40–45% - NASDAQ: –78% History doesn’t repeat perfectly, but it rhymes. We might only be in the first inning of the next pullback. I’m already reallocating heavily into long-term bond ETFs like $TLT and $ZFL.TO, and I think they’ll outperform for years.

Common Sense Investor (CSI)

2,254,326 Aufrufe • vor 10 Monaten

BREAKING: MONDAY WE WILL SEE A CORRECTION IN THE STOCK MARKET! The $2,000 “dividend” is NOT going to be a traditional stimulus check. Bessent has clearly been doing damage control over the past couple hours. He’s now saying: “The $2,000 dividend could come in lots of forms and lots of ways. It could simply be the tax decreases that are part of the President’s agenda.” Examples he floated: - No tax on tips - No tax on overtime - No tax on Social Security - Deductibility of auto loans i.e. no mention of check's! Important context: This is not a direct injection of cash like a 2020 stimulus check. It’s not guaranteed money hitting people’s bank accounts, it’s potential tax-side changes… which could take months to implement, could phase in slowly, and may not even translate to a net $2,000 for most people depending on their income and deductions! This is NOT bullish for the stock market. There’s no immediate liquidity event here - no sudden retail inflow, no “free money” impulse buying moment. So while the headlines are flashy, the mechanics behind this are policy-structural, not liquidity-driven! Last ditched attempt by TRUMP to save the stock market correction coming from the Government shutdown!

BREAKING: MONDAY WE WILL SEE A CORRECTION IN THE STOCK MARKET! The $2,000 “dividend” is NOT going to be a traditional stimulus check. Bessent has clearly been doing damage control over the past couple hours. He’s now saying: “The $2,000 dividend could come in lots of forms and lots of ways. It could simply be the tax decreases that are part of the President’s agenda.” Examples he floated: - No tax on tips - No tax on overtime - No tax on Social Security - Deductibility of auto loans i.e. no mention of check's! Important context: This is not a direct injection of cash like a 2020 stimulus check. It’s not guaranteed money hitting people’s bank accounts, it’s potential tax-side changes… which could take months to implement, could phase in slowly, and may not even translate to a net $2,000 for most people depending on their income and deductions! This is NOT bullish for the stock market. There’s no immediate liquidity event here - no sudden retail inflow, no “free money” impulse buying moment. So while the headlines are flashy, the mechanics behind this are policy-structural, not liquidity-driven! Last ditched attempt by TRUMP to save the stock market correction coming from the Government shutdown!

Common Sense Investor (CSI)

2,259,900 Aufrufe • vor 10 Monaten

First the Treasury stepped in. Then Scott Bessent basically told you to buy U.S. bonds. Now Trump is hinting at the same thing. The setup is getting very interesting: - Treasury support - Trump pushing lower rates - Warsh is Trump’s Fed pick - YCC becomes a real likelihood If the Fed follows, long-term yields fall and bond prices rip higher. I’m buying $TLT and $TLTW.

First the Treasury stepped in. Then Scott Bessent basically told you to buy U.S. bonds. Now Trump is hinting at the same thing. The setup is getting very interesting: - Treasury support - Trump pushing lower rates - Warsh is Trump’s Fed pick - YCC becomes a real likelihood If the Fed follows, long-term yields fall and bond prices rip higher. I’m buying $TLT and $TLTW.

Common Sense Investor (CSI)

164,976 Aufrufe • vor 1 Monat

BREAKING: THE JOBS REPORT TOMORROW WILL BE HORRIFIC - PETER NAVARRO JUST ADMITTED IT ON FOX TODAY. BONDS ARE RALLYING, EQUITIES ARE DOWN. A RECESSION MAY ALREADY BE UPON US. PREPARE YOUR 401K NOW.

BREAKING: THE JOBS REPORT TOMORROW WILL BE HORRIFIC - PETER NAVARRO JUST ADMITTED IT ON FOX TODAY. BONDS ARE RALLYING, EQUITIES ARE DOWN. A RECESSION MAY ALREADY BE UPON US. PREPARE YOUR 401K NOW.

Common Sense Investor (CSI)

883,633 Aufrufe • vor 7 Monaten

STANEY DRUCKENMILER NAILED EVERY POSITION! Druckenmiller’s first major public interview in a while was recorded back earlier this year in February. He said he was: - Long Japan - Long Korea - Long copper - Short bonds Since then: Japan $Nikkei: +20% Korea $Kospi: +25% (even after the recent 40% drop) Copper: +17% (just hit ALL TIME HIGHS) $TLT: −9% He absolutely nailed it! Druck is still the GOAT.

STANEY DRUCKENMILER NAILED EVERY POSITION! Druckenmiller’s first major public interview in a while was recorded back earlier this year in February. He said he was: - Long Japan - Long Korea - Long copper - Short bonds Since then: Japan $Nikkei: +20% Korea $Kospi: +25% (even after the recent 40% drop) Copper: +17% (just hit ALL TIME HIGHS) $TLT: −9% He absolutely nailed it! Druck is still the GOAT.

Common Sense Investor (CSI)

139,345 Aufrufe • vor 1 Monat

Michael Burry’s rant against the CNBC for getting his trades totally wrong! “The press – on CNBC – say I have a 10billion dollar short position on $PLTR Palantir” “It’s 10 million” … not 10billion! Are the press singling him out, or are they just totally idiotic in their understanding of 13F’s, to get his trade position wrong by two orders of magnitude? Full interview on “Against the Rules with Michael Lewis” podcast linked in the comments! Also side note - Michael Burry rocking the new hair do in a hoodie - he is clearly enjoying the substack retirement.

Michael Burry’s rant against the CNBC for getting his trades totally wrong! “The press – on CNBC – say I have a 10billion dollar short position on $PLTR Palantir” “It’s 10 million” … not 10billion! Are the press singling him out, or are they just totally idiotic in their understanding of 13F’s, to get his trade position wrong by two orders of magnitude? Full interview on “Against the Rules with Michael Lewis” podcast linked in the comments! Also side note - Michael Burry rocking the new hair do in a hoodie - he is clearly enjoying the substack retirement.

Common Sense Investor (CSI)

730,999 Aufrufe • vor 9 Monaten

Michael Burry: Berkshire Hathaway is no longer an attractive investment. The World: Michael Burry is no longer an attractive capital allocator.

Michael Burry: Berkshire Hathaway is no longer an attractive investment. The World: Michael Burry is no longer an attractive capital allocator.

Common Sense Investor (CSI)

113,124 Aufrufe • vor 1 Monat

45 days ago the "World's highest IQ record holder" Young Hoon Kim claimed Bitcoin $BTC will hit $220,000 in the next 45 days. This was widely reported everywere! Well 45 days later - $BTC is 88k not 220k - thats a 60% miss!

45 days ago the "World's highest IQ record holder" Young Hoon Kim claimed Bitcoin $BTC will hit $220,000 in the next 45 days. This was widely reported everywere! Well 45 days later - $BTC is 88k not 220k - thats a 60% miss!

Common Sense Investor (CSI)

542,963 Aufrufe • vor 8 Monaten

Breaking: SEC FILES JUST SUBMITTED - MOSE INSIDER SALES BY $IONQ $IONQ CEO continues to sell shares - he just sold 16,121 shares reached a total value of ~$600,000 at a weighted average price of $37.09 per share. Remember this video back in December IONQ CEO on Fox interview on September 29th "I haven't sold any of my CEO stock and I don't ever intend to". He sold $104 million dollars in June, and today just sold more again. He continue to sell his shares.

Breaking: SEC FILES JUST SUBMITTED - MOSE INSIDER SALES BY $IONQ $IONQ CEO continues to sell shares - he just sold 16,121 shares reached a total value of ~$600,000 at a weighted average price of $37.09 per share. Remember this video back in December IONQ CEO on Fox interview on September 29th "I haven't sold any of my CEO stock and I don't ever intend to". He sold $104 million dollars in June, and today just sold more again. He continue to sell his shares.

Common Sense Investor (CSI)

16,158 Aufrufe • vor 7 Tagen

Give credit where it’s due: Back in 2012, when Apple traded in the $500 range (pre-split), a young Michael Saylor Michael Saylor said, “ $AAPL Apple could go to $2,000 per share!” People thought he was crazy at the time - but he absolutely nailed it! Today, after two stock splits since 2012, $AAPL is worth the equivalent of more than $7,600 per share.

Give credit where it’s due: Back in 2012, when Apple traded in the $500 range (pre-split), a young Michael Saylor Michael Saylor said, “ $AAPL Apple could go to $2,000 per share!” People thought he was crazy at the time - but he absolutely nailed it! Today, after two stock splits since 2012, $AAPL is worth the equivalent of more than $7,600 per share.

Common Sense Investor (CSI)

510,928 Aufrufe • vor 10 Monaten

BREAKING: $RGTI CEO on Yahoo Finance this morning: “Sales don’t matter for us.” “3–5 years for quantum advantage.” “7–9 years for fault-tolerant quantum computers.” The reason the CEO can be honest is he sold all of his shares back in May! Translation: the CEO is openly saying there will be no meaningful commercial revenue for the better part of a decade. Investors are pricing a revenue story around quantum advantage being here and now that literally doesn’t exist yet. This stock is going to get crushed.

BREAKING: $RGTI CEO on Yahoo Finance this morning: “Sales don’t matter for us.” “3–5 years for quantum advantage.” “7–9 years for fault-tolerant quantum computers.” The reason the CEO can be honest is he sold all of his shares back in May! Translation: the CEO is openly saying there will be no meaningful commercial revenue for the better part of a decade. Investors are pricing a revenue story around quantum advantage being here and now that literally doesn’t exist yet. This stock is going to get crushed.

Common Sense Investor (CSI)

398,282 Aufrufe • vor 10 Monaten

8 years ago in 2018, Elon Musk warned: "Mark my words, AI is far more dangerous than nukes. The danger of AI is much greater than the danger of nuclear warheads by a lot" ..."so why don't we have regulatory oversight?" He specifically called out Sam Altman's OpenAI as a potential threat to humanity if left unregulated. Yet AI development and investment continue at an unparalleled pace. Where is the regulatory oversight? And why do I feel Elon Musk has gone noticeably quieter on these dangers, instead spearheading the charge himself through xAI.

8 years ago in 2018, Elon Musk warned: "Mark my words, AI is far more dangerous than nukes. The danger of AI is much greater than the danger of nuclear warheads by a lot" ..."so why don't we have regulatory oversight?" He specifically called out Sam Altman's OpenAI as a potential threat to humanity if left unregulated. Yet AI development and investment continue at an unparalleled pace. Where is the regulatory oversight? And why do I feel Elon Musk has gone noticeably quieter on these dangers, instead spearheading the charge himself through xAI.

Common Sense Investor (CSI)

241,944 Aufrufe • vor 7 Monaten

THE STOCK MARKET CRASH IS SET UP PERFECTLY! 1. Consumers are still spending money they don't have. - Consumer spending makes up 70% of GDP - But personal savings are near record lows and - Credit card balances are at record highs - This is not sustainable and when consumers stop spending - earnings fall and markets follow! 2. The labor market has persevered but is showing cracks. - Hiring has slowed significantly and layoffs are increasing - Its not a strong labor market, its a lagging labor market which always happens right before downturns! - Less people employed means less consumer spending Rate cuts won't save us this time! Here is the cycle of false confidence that always happens right before the real crash, and it's happening RIGHT NOW!

THE STOCK MARKET CRASH IS SET UP PERFECTLY! 1. Consumers are still spending money they don't have. - Consumer spending makes up 70% of GDP - But personal savings are near record lows and - Credit card balances are at record highs - This is not sustainable and when consumers stop spending - earnings fall and markets follow! 2. The labor market has persevered but is showing cracks. - Hiring has slowed significantly and layoffs are increasing - Its not a strong labor market, its a lagging labor market which always happens right before downturns! - Less people employed means less consumer spending Rate cuts won't save us this time! Here is the cycle of false confidence that always happens right before the real crash, and it's happening RIGHT NOW!

Common Sense Investor (CSI)

274,571 Aufrufe • vor 8 Monaten

BREAKING: MUST WATCH FOR EVERYONE WHO OWNS STOCKS. Legendary Investor Howard Marks appearing yesterday on Bloomberg discussed Retail being pushed to invest in Private Credit, Stock Market Cycles and "Cockroaches in the Coal Mine". "It's only during tough economic times that we learn who lent money stupidly!" If you can spare 5 mins today watch this video! Like and follow if you enjoy this content - appreciate it!

BREAKING: MUST WATCH FOR EVERYONE WHO OWNS STOCKS. Legendary Investor Howard Marks appearing yesterday on Bloomberg discussed Retail being pushed to invest in Private Credit, Stock Market Cycles and "Cockroaches in the Coal Mine". "It's only during tough economic times that we learn who lent money stupidly!" If you can spare 5 mins today watch this video! Like and follow if you enjoy this content - appreciate it!

Common Sense Investor (CSI)

191,260 Aufrufe • vor 6 Monaten

WARREN BUFFETT AND JAMIE DIMON ON WHY NOT TO INVEST IN CRYPTO $BTC $ETH! Warren Buffett explains it perfectly: - "If you buy something like Bitcoin or some cryptocurrency, you don't really have anything that is producing" ..like a farm or a business... "YOU ARE JUST HOPING THE NEXT GUY PAYS MORE". I agree with Buffett and personally do not invest in crypto. The risk of catastrophic drawdowns in this asset class alone gives me heartburn. In the past 9 years, $BTC has experienced: - 6 declines greater than -50% - 3 declines greater than -75% That level of volatility is far beyond what I’m comfortable with for an “asset,” if you can even call it that, where you are essentially just hoping the next person pays more. People often argue that Bitcoin’s value comes from its finite supply: - The maximum amount of Bitcoin that can ever exist is 21 million $BTC. - As of now, about 19.7M+ BTC have already been mined. - The last bitcoin is expected to be mined around the year 2140. - This limit is "hard-coded" into Bitcoin’s protocol by Satoshi Nakamoto. But as Jamie Dimon (JPM CEO) said last year - - "How do you know if it's going to stop at 21 million" - "Maybe it gets to 21 million and Satoshi's picture comes up laughing at you all, and by then he would take taken out billions of dollars"!

WARREN BUFFETT AND JAMIE DIMON ON WHY NOT TO INVEST IN CRYPTO $BTC $ETH! Warren Buffett explains it perfectly: - "If you buy something like Bitcoin or some cryptocurrency, you don't really have anything that is producing" ..like a farm or a business... "YOU ARE JUST HOPING THE NEXT GUY PAYS MORE". I agree with Buffett and personally do not invest in crypto. The risk of catastrophic drawdowns in this asset class alone gives me heartburn. In the past 9 years, $BTC has experienced: - 6 declines greater than -50% - 3 declines greater than -75% That level of volatility is far beyond what I’m comfortable with for an “asset,” if you can even call it that, where you are essentially just hoping the next person pays more. People often argue that Bitcoin’s value comes from its finite supply: - The maximum amount of Bitcoin that can ever exist is 21 million $BTC. - As of now, about 19.7M+ BTC have already been mined. - The last bitcoin is expected to be mined around the year 2140. - This limit is "hard-coded" into Bitcoin’s protocol by Satoshi Nakamoto. But as Jamie Dimon (JPM CEO) said last year - - "How do you know if it's going to stop at 21 million" - "Maybe it gets to 21 million and Satoshi's picture comes up laughing at you all, and by then he would take taken out billions of dollars"!

Common Sense Investor (CSI)

294,341 Aufrufe • vor 10 Monaten

MUST WATCH: This is the greatest threat to the stock market in 2026. It could cause the MAG 7 to collapse. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $TLT $PLTR $PATH $AMZN $MSFT $NFLX

MUST WATCH: This is the greatest threat to the stock market in 2026. It could cause the MAG 7 to collapse. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $TLT $PLTR $PATH $AMZN $MSFT $NFLX

Common Sense Investor (CSI)

250,738 Aufrufe • vor 8 Monaten

Breaking: Stanley Druckenmiller says he expects to lose money on his short bonds position $TLT He’s not using it for profit - he’s using it as a hedge against higher-risk bets in: - Korea, Japan & Brazil - Copper - Gold Important context: Druckenmiller knows he has a massive retail following. Timing matters. When a legendary macro investor publicly lays out positioning, you have to consider the possibility that exposure is already being reduced into strength. i.e. you are the exit liquidity!! No one gives away their full portfolio edge for free. I’m positioned the other way - 60% of my portfolio is long bonds $TLT

Breaking: Stanley Druckenmiller says he expects to lose money on his short bonds position $TLT He’s not using it for profit - he’s using it as a hedge against higher-risk bets in: - Korea, Japan & Brazil - Copper - Gold Important context: Druckenmiller knows he has a massive retail following. Timing matters. When a legendary macro investor publicly lays out positioning, you have to consider the possibility that exposure is already being reduced into strength. i.e. you are the exit liquidity!! No one gives away their full portfolio edge for free. I’m positioned the other way - 60% of my portfolio is long bonds $TLT

Common Sense Investor (CSI)

171,506 Aufrufe • vor 6 Monaten

ONE OF THE WORLD GREATEST INVESTORS ON WHY BITCOIN $BTC IS ANTISOCIAL, STUPID AND IMMORAL! Charlie Munger gave this interview not long before his death, here are his key thoughts on $BTC: - "The Computer Science that is behind Bitcoin is a great triumph for the human mind" - "They've actually created a product that is hard to create more of, but not impossible" - "A lot of the Computer Science people love it just because its such an extreme achievement of Computer Science" - "I see an artificial speculative medium, that people are buying just because they think they can sell it to somebody else at a higher price, even though it inherently has no intrinsic value" - "I regard the whole business as anti-social, stupid and immoral" In summary: 1. Munger’s issue wasn’t the tech - it was the economics. He admired the innovation but saw no cash flow or intrinsic value behind the asset. 2. His critique reflects classic value-investing logic: if you can’t price it, you’re not investing..you’re speculating. 3. He viewed Bitcoin’s rise as a product of FOMO and gambler psychology, not productive economic activity. I agree with him, Bitcoin is not a store of value it's dropped 30% in just the last few weeks. BITCOIN IS NOT THE NEW GOLD!

ONE OF THE WORLD GREATEST INVESTORS ON WHY BITCOIN $BTC IS ANTISOCIAL, STUPID AND IMMORAL! Charlie Munger gave this interview not long before his death, here are his key thoughts on $BTC: - "The Computer Science that is behind Bitcoin is a great triumph for the human mind" - "They've actually created a product that is hard to create more of, but not impossible" - "A lot of the Computer Science people love it just because its such an extreme achievement of Computer Science" - "I see an artificial speculative medium, that people are buying just because they think they can sell it to somebody else at a higher price, even though it inherently has no intrinsic value" - "I regard the whole business as anti-social, stupid and immoral" In summary: 1. Munger’s issue wasn’t the tech - it was the economics. He admired the innovation but saw no cash flow or intrinsic value behind the asset. 2. His critique reflects classic value-investing logic: if you can’t price it, you’re not investing..you’re speculating. 3. He viewed Bitcoin’s rise as a product of FOMO and gambler psychology, not productive economic activity. I agree with him, Bitcoin is not a store of value it's dropped 30% in just the last few weeks. BITCOIN IS NOT THE NEW GOLD!

Common Sense Investor (CSI)

196,318 Aufrufe • vor 10 Monaten