12 Month YoY Performance

NVIDIA	238.47%
Meta Platforms	184.07%
Eli Lilly	139.37%
Builders FirstSource	135.77%
Uber Tech	134.13%
AMD	126.05%
Broadcom	124.38%
Arista Networks	97.49%
PulteGroup	97.31%
Lam Research	94.00%

 

Rich Nation Aging Crunch

Notes today:

Berkshire Hathaway Inc Class A

 $535           in 1982

$610,086     in 2024

 

• $1 in 1982 has the same purchasing power as $3.12 in 2024. Over the 42 years this is a change of $2.12. The average inflation rate of the dollar between 1982 and 2024 was 0.15% per year.
• Berkshire  Shareholder Letters

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

Quick Overview is up to date

Can AI Unlock the Secrets of the Ancient World?

Almost 2,000 years ago, a volcano preserved Herculaneum’s vast library of scrolls but left them unreadable. A volunteer army of nerds has been racing to decipher them.

Notes today:

•  How Worried Should You Be About Commercial Real Estate?

 

 

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

Notes today: 

 

• Due largely to an unexpected surge in immigration, the U.S. economy will be about $7 trillion larger - & federal revenues about $1T bigger - the nonpartisan Congressional Budget Office said Wednesday.
• Jeff Stein @JStein_WaPo

• Chinese shares gained after authorities signaled a stronger resolve to stem a $7 trillion rout via a surprise move to replace the head of the country’s securities regulator.

• Morgan Stanley says that India to become world’s 3rd largest economy in 5yrs surpassing Japan & Germany.

• Bank of Japan Deputy Gov. Shinichi Uchida said Thursday that the bank is getting closer to sustainably achieving its 2% inflation goal and reviewing its ultraeasy monetary policy.

• The US government on Thursday outlawed robocalls that use voices generated by artificial intelligence, a decision that sends a clear message that exploiting the technology to scam people and mislead voters won’t be tolerated.

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉