5 years later: #ARK vs VGT
What exactly has been @CathieDWood doing besides losing shareholders money?
Eduardo Angel ★ retweeted
The average family health insurance premium in the US is up 314% since 1999. The biggest beneficiaries of this massive increase: health insurance companies. UnitedHealth (largest US health insurer) is up 11,160% since 1999 vs. 479% gain for the S&P 500.
bilello.blog/newsletter
Eduardo Angel ★ retweeted
S&P 500 profit margins moved up to 12.1% in Q2, their highest level since Q4 2021.
“Profit margins are probably the most mean-reverting series in finance, and if profit margins do not mean-revert, then something has gone badly wrong with capitalism.” – Jeremy Grantham
Eduardo Angel ★ retweeted
There is now enough data to see how Kamala Harris has changed the presidential race. According to our poll tracker, Ms Harris is leading her opponent, Donald Trump, by 48% to 45% in the national popular vote econ.st/4dd9Ac8 👇
A "prediction" from @GoldmanSachs on May 6 "A flood of cash from passive equity allocations will pour into the stock market in early July, setting up a continuing rally through the early summer. Shares should benefit from strong seasonal trends and rising engagement."
Eduardo Angel ★ retweeted
Kamala Harris’s experience as California’s attorney-general gave her a belief in the power of regulations to serve the public good—a sharp contrast with Donald Trump’s desire to shrink the government.
What would her economic agenda look like? econ.st/3SI70D5 👇
Eduardo Angel ★ retweeted
Earlier this week, Michelle and I called our friend @KamalaHarris. We told her we think she’ll make a fantastic President of the United States, and that she has our full support. At this critical moment for our country, we’re going to do everything we can to make sure she wins in November. We hope you’ll join us.
Eduardo Angel ★ retweeted
Fitbit doesn’t back its products. So why should you? pcworld.com/article/2192644/… by @morphingball
On January 5th, 2023 @MichaelKantro from @Piper_Sandler predicted "Equity investors hoping for a reprieve after a brutal 2022 are likely to be disappointed. The S&P 500 will fall 16% to 3,225 in 2023"
The "strategist" was ranked #3 in 2022 in a @iimag survey. Wow.
On Sept 20, 2022 economist Nouriel Roubini predicted a “long and ugly recession in the US and globally occurring at the end of 2022 that could last all of 2023 and a sharp correction in the S&P 500."
Why do people continue listening to these charlatans?
@Nouriel @jimcramer
Interesting. Trying to contact @Wix tech support and not even that page loads!
The @Vanguard_Group #REIT #ETF VNQ is currently at the same price as in April 1st 2013. 10+ years gone in smoke.
I've been reading "Chaos Kings" by @scottpatterson Even though it seems overly pessimistic, it provides a VERY different #investing perspective from #Vanguard or @MorningstarInc #ad #amazoninfluencer
Link -> amzn.to/46Dk2X7
Google is killing #google #podcasts and forcing users to migrate to @YouTube #Music. Dumb and annoying.
blog.youtube/news-and-events…
Performance YTD of "The 12 Best Bear Market ETFs to Buy Now" & "The 5 Safest Vanguard Funds to Own in a Bear Market" as "recommended" by @KyleWoodley @Kiplinger
Lesson: ignore the noise





















