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Lyall Taylor
LT3000Lyall
Platforms are blocking retail investors from placing GME buy orders. This is a disaster. It's designed to protect retail from themselves, but it will have the unintended consequence of their
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One of strongest arguments for crypto is libertarian-dream idea of a store of value beyond govt seizure. But you need an onramp/offramp to convert to fiat, like Coinbase. Coinbase needs
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Chinese tech stocks are still priced like the govt is going to allow them to amass & exploit monopoly power with monopoly "takes rates" like in West. But China's hybrid
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I have no idea if this interpretation/analysis is right. It probably isn't, but only probably. We have a blind spot in west & are very naive about a lot of
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As an investor it's important to be alert to your own biases, and seek out mechanisms to guard against them. I largely share(d) Claire's view people should accept the trial
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A Bloomberg article today reported that human-run hedge funds trounced quants in 2020 - a turnaround from the experience of recent years. Renaissance Technologies - run by Jim Simons -
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Central bank asset purchases are actually little more than the de facto nationalization of private wealth. If I could print money and use it to buy your house, I've basically
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Many people seem to believe EVs are a fundamentally disruptive innovation to the auto industry. They aren't. They are a relatively minor evolution. The vast bulk of the parts outside
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A lot of people are confused about China's economic model. Is it socialist/communist or capitalist? The answer is that it is a hybrid that doesn't comport easily with the simplistic
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Munger complained again today that "Almost everybody smart is sucked into finance by the money. I don't welcome it at all. I don't think we want the whole world trying
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Value investing seems to suddenly be back in vogue, and the old saying "good things happen to cheap stocks" starting to work again. When you trade at half of one
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Australian iron ore producer Fortescue (FMG AU) is a great example of how value investing often works in practice. In 2018 the stock was trading for A$4. It was cheap
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