DrivingTheDay

@InvestingCanons The statement “Over the long term, it's better to buy stocks in small companies” stopped being broadly true after the early 1980s. Since then, large-cap stocks have dominated performance #0" target="_blank" rel="nofollow noopener">perplexity.ai/search/when-di…

For the record. The President is no neo-con; he’s a calculating strategist focused on results, not rhetoric. Once American objectives are secured, he’ll let the Middle East resolve itself on its own terms. His national security doctrine is blunt about the essentials, protect the oil chokepoints, keep the Strait of Hormuz open, and safeguard global supply lines. The outcome could be historic: a 50-year peace in energy markets and the long-overdue collapse of the oil terror premium. Yet Wall Street still clutches its pearls, fretting over daily price moves while ignoring a generational shift. Ignore the noise, take advantage of the volatility, and quell your emotions, a peace dividend is on its way.

Ken Griffin on how markets have evolved and become more efficient over his career Back in the day, you could just pick up the phone and call up executives at companies to discuss their stock. No longer exists today Worth a listen

"If you're not willing to react with equanimity to a market price decline of 50% two or three times a century, you're not fit to be a common shareholder - and you deserve the mediocre result you are going to get." Charlie Munger

Bill Ackman called $META a bargain above $600 You guys are so lucky....

2026 Mar 27 #StockMarket for the Week: #DJI -0.90%, #SPX -2.12%, #Nasdaq -3.23% 📉 #IranWar‌ Collateral Damage domainmondo.com/p/markets.html #AI #investments #stocks #investors #Trump #War

By publishing this explicitly false story, the @FT has officially become tabloid trash for market participants. Despite my direct, on-the-record denial of ever having advocated, explored, or espoused the idea that Chancellor-Bank of England statute serving as a prototype for a Treasury-Federal Reserve relationship, FT journalists manufactured a story with the headline, “Scott Bessent praised Bank of England as model for tighter oversight of the Federal Reserve.” These pathetic journalists have clearly fabricated a story to give the impression that both I and the Trump Administration are setting “about restructuring the relationship… at a time when President Donald Trump has launched an unprecedented assault on the world’s most important central bank.” Their mendacious assertion is based on vague statements from unnamed “financial industry executives familiar with the matter.” In short, FT has literally manufactured an entirely fake policy position for me and the Administration. Other than furthering a maliciously false narrative of dysfunction and divisiveness, it baffles the mind as to why they would shred their already diminished journalistic credibility. Over the past 10 years, I have written more than 20,000 words opining on the Federal Reserve decisions, personnel, structure, and modifications. Nowhere have I ever mentioned this ridiculous notion. The Governor’s letters to the Chancellor have proven to be a useless and perfunctory device. There is much to be said about the storied Bank of England, but any recreation of its operating framework on this side of the Atlantic has never been contemplated. The shameful journalists and editors at the FT are shocking in their meretriciousness, lack of standards, and general intellectual libertinism. It is the worst tradition of Fleet Street to manufacture news rather than report on it. They have brought irredeemable shame to their parent organization, Nikkei Inc., with whom I had previously held excellent relations. In 2025, I laid out a comprehensive 6,000+ word review of each and every policy reform that I believe should be adopted by the Federal Reserve. Read my actual, real thoughts on and proposals for Federal Reserve reform at the International Economy: international-economy.com/TIE_Sp25_Besse…

2026 Mar 26 #StockMarket #DJI -1.01%, #SPX -1.74%, #Nasdaq -2.38% domainmondo.com/p/markets.html #Iran #Oil #Hormuz #economy #stocks #investments #investors

Larry Fink: “If I allowed more people to redeem, I’m not a fiduciary to those who are staying in”. It’s an admission that the reported NAV is bogus.

The move higher in US yields has been entirely driven by term premia, not inflation expectations. Real yields on 10-year bonds are the highest in almost a year. The implication seems to be that investors are worried about the fiscal response to whatever is coming down the pike.

Warren Buffett: “If you can detach yourself—temperamentally—from the crowd, you'll get very rich. You don't have to be very bright [either].” “It doesn't take brains. It takes temperament.”

2026 Mar 25 #StockMarket #DJI +0.66%, #SPX +0.54%, #Nasdaq +0.77% - Wall Street vs. Iran? domainmondo.com/p/markets.html #AI #investments #stocks #investors #WallStreet #Iran

BlackRock's Larry Fink: If Iran remains a threat after the bombing stops, there could be "years of above $100, closer to $150 oil, which has profound implications in the economy" and an outcome of "a probably stark and steep recession." (1/2) bbc.com/news/articles/…

I am honored and grateful to be appointed by President Trump to the President’s Council of Advisors on Science and Technology (PCAST) and to be named Co-Chair along with OSTP Director Michael Kratsios. PCAST is the principal body of external advisors tasked with shaping science, technology, and innovation policy for the President and the White House. Thirteen of the world’s most accomplished leaders in science and technology will join us as this PCAST’s initial members. Together we will make policy recommendations to ensure that America leads—and wins—in artificial intelligence and other cutting-edge technologies.  I look forward to working with the initial members: Marc Andreessen, Sergey Brin, Safra Catz, Michael Dell, Jacob DeWitte, Fred Ehrsam, Larry Ellison, David Friedberg, Jensen Huang, John Martinis, Bob Mumgaard, Lisa Su, and Mark Zuckerberg. Thank you to President Trump for his visionary leadership on technology policy which attracts the top luminaries in their fields to serve. It is an honor to be part of this distinguished group.

"The revenue per day to Iran is $300M from oil... that they used to sponsor terrorism around the world for 47 years... whose mission was to end the Western way of life," says SDNY U.S. Attorney Jay Clayton. "It is one of the most well-financed terrorist organizations that the world has ever known that showed no remorse."

How does the U.S. win the global ai race, including economic dominance, military superiority and national security, if we stop building data centers @SenSanders @AOC ?

2026 Mar 24 #StockMarket #DJI -0.18%, #SPX -0.37%, #Nasdaq -0.84% domainmondo.com/p/markets.html #Oil #Iran #Trump #economy #stocks #investments #investors

A leveraged fund says it has enough liquidity to meet 5% redemptions each quarter for the next year without selling a single position or asset. Is “liquidity” a euphemism for “borrowing capacity” here? If so, just more leverage. Whoopsie!

More color on today’s news via Apollo CEO: “Vehicles are designed to redeem 5% per quarter,” ceo Marc Rowan tells me. “For us, we raised approximately $750m of new money this quarter and redeemed $750 m (5%) with some amount to be redeemed next quarter. Even without any new money, any well-run vehicles should be able to meet 5% redemptions.“

2026 Mar 23 #StockMarket #DJI +1.38%, #SPX +1.15%, #Nasdaq +1.38% domainmondo.com/p/markets.html #AI #stocks #investors #investments #Trump #Iran

Concentration builds wealth. Overdiversification kills returns. Stanley Druckenmiller: “You make 70–80% of your returns on two or three ideas, even if you have 30 or 40 stocks.” The best investors focus on their highest conviction bets. Conviction > diversification.