ashermet.bsky.social
@ashermet.bsky.social
Can't even read it
July 18, 2025 at 5:00 PM
It really depends.
I live in a small middle eastern country. When there is no crisis it's a crisis.
June 26, 2025 at 5:57 PM
What is her IRR?
April 24, 2025 at 5:58 AM
You've got to give it to himt that it was unclear at the time which candidate was worse. With that in mind it seems true to ask why should he regert it.
April 10, 2025 at 11:09 AM
Some things I'm never going to do:

Make a list of some things I'm never going to do:)
January 30, 2025 at 7:27 AM
Well I do believe that. But the question is how long is the dogs leash. And I do think nobody knows that, we are all fooled by recency bias and to me that means I need to work extra hard in selecting good businesses and holding powder. Even if that means I will under-perform for some X years.
December 12, 2024 at 7:27 PM
Thanks Ben, I like.
Personally I never got the "up and to the right" thing. We have such a small sample size. In the longer history there were many times of a whole life of sideways movement and even decline.
What gives you the conviction that tomorrow 30 years of sideways movement is not starting?
December 12, 2024 at 7:22 AM
Dividend yield aside, wouldn't your conclusion be correct since 2016?
December 8, 2024 at 11:02 AM
עניין של כמה ימים. היא גם תאהב את החסימות פה יותר.
December 3, 2024 at 8:03 PM
Back to the 90s again
November 25, 2024 at 5:39 PM