Archive - Valuabl

Quarterly portfolio update

𝑉𝑎𝑙𝑢𝑎𝑏𝑙's portfolio at the end of Q3 2024

Oct 1

September 2024

Vol. 4, No. 20 — Gains are wonky

A few stocks drive the majority of returns; Britain's Labour Party are acting like Tories in disguise; The Fed's rate cut won't do much to the economy…

Sep 27

Tories in disguise

The Labour Party promised to end Tory sleaze and austerity. But they’ve doubled down on both. And it’s a big mistake.

Sep 27

The Fed’s rate cut won’t have much of an impact on the economy. Here’s why.

Sep 27

Gains are wonky

Simple statistics, nothing else, makes it hard to beat the market.

Sep 27

Vol. 4, No. 19 — Read my lips

The lipstick effect is not a real thing; How America Inc defeated the Fed; Rent control hammered Argentine landlords and tenants; An Eastern-European…

Sep 13

Here’s what we can learn from Argentina’s disastrous rent controls.

Sep 13

How America Inc defeated the Fed

The Federal Reserve’s interest rate sword looks dull. Here’s how corporate America insulated itself against higher rates.

Sep 13

Does the lipstick effect exist? And what does it tell us about where the economy is headed?

Sep 13

August 2024

Vol. 4, No. 18 — Up, up, prices are up

Higher costs not price gouging are to blame for rising grocery bills; OpenAI isn't worth the $100bn price tag; Stop reading into Buffett's every move; A…

Aug 30

Much to see about nothing

Warren Buffett’s cash mountain doesn’t tell us much about where markets or the economy will go.

Aug 30

Mind your large language

OpenAI reckons it’s worth $100bn. Is it?

Aug 30

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