Carpe Diem
Tag: investing
What Does “Irrational” Really Mean in Investing? Jason Zweig Has the Perfect Definition 😂
Jason Zweig needs just nine words to explain one of investing’s great behavioral quirks: irrationality is remarkably easy to spot in everybody except ourselves. A very short Carpe Diem about markets, bias—and the usefulness of occasionally looking in the mirror. 🪞📈
The Hedge Funds Crushing It in 2026—and the Danger of Copying Them 📊🔥
Some hedge-fund portfolio screens are flashing extraordinary multi-year returns. But what produced them—and can investors actually replicate them? From Thrive Capital’s massive disclosed SpaceX concentration to tech stock pickers, quants and multi-strategy giants, we examine the returns, risks and danger of blindly copying a 13F.
Warren Buffett Steps Aside at 96: Howard Buffett Takes the Chair at Berkshire Hathaway 🌳
At 96, Warren Buffett is handing Berkshire Hathaway's chairmanship to his son Howard while Greg Abel continues as CEO. Warren remains chairman emeritus—and leaves investors with something even harder to replace: six decades of wisdom, wit and wonderfully simple thinking.
🌎 The Innovation Frontier Is Moving South—And It’s Bigger Than Software 🚀🏭
The next innovation boom may require more than software. Energy, AI infrastructure, ports, defense and advanced manufacturing are putting the Gulf South at the center of America’s physical economy. Here are 10 stocks—and one region—worth investigating.
🚀 SpaceX (SPCX): When the Smart Money Starts Looking to the Stars
Ron Baron has made SpaceX an enormous portfolio bet — and he's hardly alone. Cathie Wood, Fidelity and other sophisticated investors are aboard as SPCX trades not far above its IPO price. What exactly does the smart money see coming?
💬 Rumor: Wall Street's Favorite Four-Letter Word
Jason Zweig once joked that a rumor is "the Wall Street equivalent of a fact." The humor is timeless—but so is the lesson. Rumors can uncover extraordinary investment opportunities, yet confusing speculation with evidence has probably cost investors billions. The smartest investors listen carefully, verify relentlessly, and only then decide.
🤖 Hedge Funds Are Selling Tech. Should Investors Panic?
Hedge funds are selling U.S. technology stocks at the fastest pace on record, according to Goldman Sachs. Is this the beginning of something bigger—or simply prudent portfolio management? Here's why valuation still matters.
📈 Hedge Funds Are Selling Tech Stocks. Should You?
Goldman Sachs says hedge funds are selling technology stocks at the fastest pace in years. Should individual investors follow—or think differently? Here's a balanced look at valuations, AI, and why opportunities still exist.
💳 Why Credit Cards Feel Great Today (and Hurt Tomorrow): The Psychology of Spending
Credit cards aren't evil—but they can trick our brains into spending tomorrow's money today. Here's the psychology, the math behind interest, and why Jason Zweig's famous definition remains one of the funniest explanations ever written.
🚀 SpaceX Is Finally Going Public. That's Either Completely Insane or Completely Amazing. Or both.
SpaceX may be the closest thing modern markets have to a science-fiction company. As the aerospace giant prepares for its historic IPO, investors face a fascinating question: are they buying today's business—or tomorrow's civilization?