Justin
@jclooce
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Trying to bring Evidence-Based Investing to GenZ on TikTok | Boglehead & Factor Investor
Joined May 2020
Just posted my first TikTok about the risk-free rate and stock returns šš¼ trying to bring evidence-based finance content to GenZ, any feedback appreciated! (pls donāt rip me to shreds fintwit) #finance #stocks #investing
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Small-cap value. Then you donāt have to worry about being anywhere close to all time highs.
S&P - all time highs Gold - all time highs Silver - all time highs Mag 7 - oh god all time highs Bitcoin - same US home prices - record levels I donāt know what to invest in anymore.
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S&P - all time highs Gold - all time highs Silver - all time highs Mag 7 - oh god all time highs Bitcoin - same US home prices - record levels I donāt know what to invest in anymore.
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Everyone is asking if they should pile into gold, but no one is asking if they should pile into international small cap value stocks. Sad.
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I am trying understand the ability of managed futures funds to gain commodity exposures. @choffstein @returnstacked Are ETFs able to get the same exposure as mutual funds or are they more restricted? Would appreciate any pointers to good resources! Below is my understanding:
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Great chart. Junk rally in small-caps. Hard for SCV funds that screen for profitability such as AVUV.
Small cap junk stocks have beaten quality stocks so handily that we are at Dot-Com bubble performance gaps. In the last 6 months, the small cap Russell 2000 index, which has a ton of money-losing companies, beat the higher quality S&P 600 by 6.4%. That is equal to April 1999.
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Which is a bummer, since I often need a double-take to understand the details of more technical concepts. Have never had this problem with any other podcast.
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One of my favorite charts: Index levels at different earnings multiples for S&P 500 (large cap, top), S&P 400 (mid cap, middle) and S&P 600 (small cap, bottom). S&P 500 (large cap, top) above 22x is more expensive than it was in 2021 at its peak. S&P 400 (mid cap, middle)
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@MarkMcGrathCFP The best way to underperform is to be a value investor on a momentum time frame and vice versa. H/t @CliffordAsness
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@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright Incredible work HT @MikeDonnellyJr
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My best āinvestmentā ever and only 100-bagger was speculating on counter-strike cases. 16 year old me bought ~1000 at $0.05 per case, now they each are $7. Selling after the next 100x.
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share a piece of investing lore about yourself
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Extreme execution is needed, but a valuation of $20 trillion for Tesla is possible
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They're tracking stablecoin performance on CNBC like it's gonna have a move
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Make small caps great again
Number of record highs since the beginning of 2022: S&P 500: 62 Russell 2000: 0
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The Fed should be raising rates, not cutting them...
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āCompare two investments for me. For one , assume a 7% growth rate and for the other assume 21%. Which one is better?ā What. A. Joke. š¤”
Hereās the prompt I gave it to level set: I want you to do some math for me. Iām trying to compare the gains I would have investing in a 401k with a company match vs taking that extra income and investing it myself in Bitcoin. Can you show me which would be more profitable
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