Stuart | Relax to Rich
@stuartr2r.bsky.social
💰 Simplify Investing = Quality Stocks, Selective Options + Patience. 🎓 PhD & Professional Investor. 📖
Quantification is the antidote to craziness, & the current numbers are sobering.
The Dot-Com bubble peaked at ~190% of GDP. Today, the Buffett Indicator sits at a record ~230%.
With valuations 2.4 standard deviations above the historical trend, Does Berkshire's $382B cash pile makes perfect sense?
The Dot-Com bubble peaked at ~190% of GDP. Today, the Buffett Indicator sits at a record ~230%.
With valuations 2.4 standard deviations above the historical trend, Does Berkshire's $382B cash pile makes perfect sense?
January 30, 2026 at 7:01 PM
Quantification is the antidote to craziness, & the current numbers are sobering.
The Dot-Com bubble peaked at ~190% of GDP. Today, the Buffett Indicator sits at a record ~230%.
With valuations 2.4 standard deviations above the historical trend, Does Berkshire's $382B cash pile makes perfect sense?
The Dot-Com bubble peaked at ~190% of GDP. Today, the Buffett Indicator sits at a record ~230%.
With valuations 2.4 standard deviations above the historical trend, Does Berkshire's $382B cash pile makes perfect sense?
What If You Invested $1M Ten Years Ago ?
January 29, 2026 at 2:25 PM
What If You Invested $1M Ten Years Ago ?
"In trading you have to be defensive and aggressive at the same time. If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money." —Ray Dalio
January 29, 2026 at 12:10 AM
"In trading you have to be defensive and aggressive at the same time. If you are not aggressive, you are not going to make money, and if you are not defensive, you are not going to keep money." —Ray Dalio
Imagine you were given a punch card with only 20 slots for every investment decision in your lifetime.
You wouldn't gamble on businesses you don't understand. You would wait for the undeniable opportunity.
Wall Street thrives on activity. Real returns come from patience.
#InvestingWisdom
You wouldn't gamble on businesses you don't understand. You would wait for the undeniable opportunity.
Wall Street thrives on activity. Real returns come from patience.
#InvestingWisdom
January 28, 2026 at 7:49 PM
Imagine you were given a punch card with only 20 slots for every investment decision in your lifetime.
You wouldn't gamble on businesses you don't understand. You would wait for the undeniable opportunity.
Wall Street thrives on activity. Real returns come from patience.
#InvestingWisdom
You wouldn't gamble on businesses you don't understand. You would wait for the undeniable opportunity.
Wall Street thrives on activity. Real returns come from patience.
#InvestingWisdom
Chilling with my partner in crime 😄
January 27, 2026 at 9:41 PM
Chilling with my partner in crime 😄
The heavy snow stopped, but now the real work begins with the shovel.
Investing feels the same way. When the "storm" of a market correction settles, it takes effort to look past the mess & stick to your strategy.
Digging out is tough, but it's how you clear the way for compounding 💰
#Finance #Snow
Investing feels the same way. When the "storm" of a market correction settles, it takes effort to look past the mess & stick to your strategy.
Digging out is tough, but it's how you clear the way for compounding 💰
#Finance #Snow
January 27, 2026 at 7:15 AM
Where you start matters less than taking the next step. Always open to a convo.
January 24, 2026 at 11:34 PM
Where you start matters less than taking the next step. Always open to a convo.
Afternoon in the Silo
January 22, 2026 at 8:09 PM
Afternoon in the Silo
"Our primary frontier of risk management isn't wide diversification, but the quality of the individual businesses, their balance sheets and the people who run them." — Chuck Akre
January 20, 2026 at 1:22 PM
"Our primary frontier of risk management isn't wide diversification, but the quality of the individual businesses, their balance sheets and the people who run them." — Chuck Akre
Good morning to my friends all over the world. Saturday is a wonderful day. Tradfi markets are closed and you can relax and spend time with loved ones. Enjoy!
January 17, 2026 at 3:59 PM
Good morning to my friends all over the world. Saturday is a wonderful day. Tradfi markets are closed and you can relax and spend time with loved ones. Enjoy!
tariffs just standing there pretending they did nothing
January 17, 2026 at 9:56 AM
tariffs just standing there pretending they did nothing
Wait... when did the government get diamond hands?
January 17, 2026 at 9:54 AM
Wait... when did the government get diamond hands?
Yesterday I crossed my first $100K portfolio milestone ✅
The first $100K really does feel like the hardest.
Next milestone: Roth IRA → $100K
Same system. Same patience. (Educational only.)
The first $100K really does feel like the hardest.
Next milestone: Roth IRA → $100K
Same system. Same patience. (Educational only.)
January 16, 2026 at 1:48 PM
Yesterday I crossed my first $100K portfolio milestone ✅
The first $100K really does feel like the hardest.
Next milestone: Roth IRA → $100K
Same system. Same patience. (Educational only.)
The first $100K really does feel like the hardest.
Next milestone: Roth IRA → $100K
Same system. Same patience. (Educational only.)
In simple terms
Crypto Bros asked for clarity.
Meanwhile Banks : "how do we keep this game single-player?"
Crypto Bros asked for clarity.
Meanwhile Banks : "how do we keep this game single-player?"
January 16, 2026 at 2:57 AM
In simple terms
Crypto Bros asked for clarity.
Meanwhile Banks : "how do we keep this game single-player?"
Crypto Bros asked for clarity.
Meanwhile Banks : "how do we keep this game single-player?"
Why do we have only 1% of the full [Epstein files] released to the public?
January 15, 2026 at 12:14 AM
Why do we have only 1% of the full [Epstein files] released to the public?
After your wife had your truck the day before. This is what it looks like when you get it in.
January 14, 2026 at 11:44 PM
After your wife had your truck the day before. This is what it looks like when you get it in.
Trade war loud.
China's surplus louder.
China's surplus louder.
January 14, 2026 at 10:23 AM
Trade war loud.
China's surplus louder.
China's surplus louder.
F*ck…….i knew it 😡
January 13, 2026 at 1:26 PM
F*ck…….i knew it 😡
That's huge! When the SEC Chair says it's a big week, something major is brewing for crypto.
January 13, 2026 at 4:07 AM
That's huge! When the SEC Chair says it's a big week, something major is brewing for crypto.