The Investment Ecosystem
@investmentecosystem.com
Good links from around the investment ecosystem.
For more innovative ideas for you and your organization, go to https://investmentecosystem.com/ for differentiated consulting, training, and content.
For more innovative ideas for you and your organization, go to https://investmentecosystem.com/ for differentiated consulting, training, and content.
Reposted by The Investment Ecosystem
Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp
Maybe the S&P 500 will triple?
Stephen Miran’s old shop reckons that stocks are ‘not even close’ to a bubble
on.ft.com
November 24, 2025 at 1:52 PM
Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp
Reposted by The Investment Ecosystem
Checking in on the S&P 500's top 10... 41% weight, 31% of EPS GS
November 22, 2025 at 2:00 PM
Checking in on the S&P 500's top 10... 41% weight, 31% of EPS GS
Interesting. From www.institutionalinvestor.com/article/priv....
November 19, 2025 at 8:54 PM
Interesting. From www.institutionalinvestor.com/article/priv....
"The new writing will be about technology, the global economy, the electronic ebb and flow of wealth."
From "Bright Lights, Big City" by Jay McInerney (1984)
From "Bright Lights, Big City" by Jay McInerney (1984)
November 19, 2025 at 4:17 PM
"The new writing will be about technology, the global economy, the electronic ebb and flow of wealth."
From "Bright Lights, Big City" by Jay McInerney (1984)
From "Bright Lights, Big City" by Jay McInerney (1984)
November 19, 2025 at 12:57 AM
This Fortnightly has sections on cockroaches, ESG, gold, 13Fs, lone wolf analysts, factor investing, and much more.
investmentecosystem.com/2025/11/17/a...
investmentecosystem.com/2025/11/17/a...
November 18, 2025 at 1:37 PM
This Fortnightly has sections on cockroaches, ESG, gold, 13Fs, lone wolf analysts, factor investing, and much more.
investmentecosystem.com/2025/11/17/a...
investmentecosystem.com/2025/11/17/a...
A reader's note to @johnauthers.bsky.social:
November 13, 2025 at 1:09 PM
A reader's note to @johnauthers.bsky.social:
A bag full of fresh, hearty readings (not leftover candy) in the latest Investment Ecosystem Fortnightly:
investmentecosystem.com/2025/11/03/a...
investmentecosystem.com/2025/11/03/a...
November 4, 2025 at 1:56 PM
A bag full of fresh, hearty readings (not leftover candy) in the latest Investment Ecosystem Fortnightly:
investmentecosystem.com/2025/11/03/a...
investmentecosystem.com/2025/11/03/a...
Back at it after a break, with another edition of investment reads of note.
investmentecosystem.com/2025/10/20/c...
investmentecosystem.com/2025/10/20/c...
October 21, 2025 at 3:30 PM
Back at it after a break, with another edition of investment reads of note.
investmentecosystem.com/2025/10/20/c...
investmentecosystem.com/2025/10/20/c...
What a world.
Kremlin investment tsar urges Elon Musk to build Alaska-Russia tunnel on.ft.com/3KSI6Q0
Kremlin investment tsar urges Elon Musk to build Alaska-Russia tunnel
Kirill Dmitriev says undersea ‘Putin-Trump Tunnel’ should be built by Boring Company
on.ft.com
October 17, 2025 at 12:29 PM
What a world.
Reposted by The Investment Ecosystem
toughest game of Guess Who? ever
October 10, 2025 at 5:09 PM
toughest game of Guess Who? ever
Re: First Brands, from @financialtimes.com.
September 25, 2025 at 2:40 PM
Re: First Brands, from @financialtimes.com.
Who does it best? Humans? Machines? Wounded lions?
Those and more in the latest Fortnightly.
investmentecosystem.com/2025/09/22/h...
Those and more in the latest Fortnightly.
investmentecosystem.com/2025/09/22/h...
September 23, 2025 at 3:27 PM
Who does it best? Humans? Machines? Wounded lions?
Those and more in the latest Fortnightly.
investmentecosystem.com/2025/09/22/h...
Those and more in the latest Fortnightly.
investmentecosystem.com/2025/09/22/h...
While you're twiddling your thumbs waiting for the Fed, read this piece on a big problem in investment organizations.
investmentecosystem.com/2025/09/17/t...
investmentecosystem.com/2025/09/17/t...
September 17, 2025 at 3:24 PM
While you're twiddling your thumbs waiting for the Fed, read this piece on a big problem in investment organizations.
investmentecosystem.com/2025/09/17/t...
investmentecosystem.com/2025/09/17/t...
Lots of good reads in the latest Investment Ecosystem Fortnightly.
investmentecosystem.com/2025/09/08/b...
investmentecosystem.com/2025/09/08/b...
September 9, 2025 at 3:19 PM
Lots of good reads in the latest Investment Ecosystem Fortnightly.
investmentecosystem.com/2025/09/08/b...
investmentecosystem.com/2025/09/08/b...
September 8, 2025 at 5:43 PM
Opening paragraph of www.bloomberg.com/news/article....
September 6, 2025 at 5:42 PM
Opening paragraph of www.bloomberg.com/news/article....
Reposted by The Investment Ecosystem
The mysterious, massively lucrative, multibillion-dollar ARKK trade on.ft.com/46c1JdP
August 29, 2025 at 11:41 AM
The mysterious, massively lucrative, multibillion-dollar ARKK trade on.ft.com/46c1JdP
Time for the bond market vigilantes to return in force.
August 27, 2025 at 2:10 PM
Time for the bond market vigilantes to return in force.
It's the latest Fortnightly, with great reads about what's happening in the world of investments.
investmentecosystem.com/2025/08/25/t...
investmentecosystem.com/2025/08/25/t...
August 26, 2025 at 1:58 PM
It's the latest Fortnightly, with great reads about what's happening in the world of investments.
investmentecosystem.com/2025/08/25/t...
investmentecosystem.com/2025/08/25/t...
August 13, 2025 at 2:42 PM
August 7, 2025 at 12:01 PM