# \#investing **URL:** https://scanalyst.fourmilab.ch/tag/investing/407.md [Latest](https://scanalyst.fourmilab.ch/latest.md) · [Categories](https://scanalyst.fourmilab.ch/categories.md) · [Tags](https://scanalyst.fourmilab.ch/tags.md) --- ## [Top six weighted companies in the S & P 500 Index account for 31.5% of the portfolio](https://scanalyst.fourmilab.ch/t/top-six-weighted-companies-in-the-s-p-500-index-account-for-31-5-of-the-portfolio/4697)
**Author:** [@ra\_montesano](https://scanalyst.fourmilab.ch/u/ra_montesano)\ **Replies:** 62\ **Last updated:** [7 September 2026 10:59 UTC](https://scanalyst.fourmilab.ch/t/top-six-weighted-companies-in-the-s-p-500-index-account-for-31-5-of-the-portfolio/4697 "2026-09-07T10:59:48Z")
Top six weighted companies in the S & P 500 Index account for 31.5% of the portfolio. I dub these companies “The PSYCHO 6”. To speculate on potential downdraft in market, on Friday I started a very small put option on th… --- ## [Public Stocks AI Exposure](https://scanalyst.fourmilab.ch/t/public-stocks-ai-exposure/6351)
**Author:** [@Citizen\_bitcoin](https://scanalyst.fourmilab.ch/u/Citizen_bitcoin)\ **Replies:** 5\ **Last updated:** [24 May 2026 00:51 UTC](https://scanalyst.fourmilab.ch/t/public-stocks-ai-exposure/6351 "2026-05-24T00:51:21Z")
https://www.wsj.com/tech/ai/who-owns-the-future-of-ai-05610081?mod=djemTECH Perplexity: Here’s the investment read-through of the article: The biggest implication is that AI is shifting from a pure “model race” to an … --- ## [China Buying Gold, UBS Trading Gold by Smartphone](https://scanalyst.fourmilab.ch/t/china-buying-gold-ubs-trading-gold-by-smartphone/613)
**Author:** [@johnwalker](https://scanalyst.fourmilab.ch/u/johnwalker)\ **Replies:** 9\ **Last updated:** [17 April 2025 21:29 UTC](https://scanalyst.fourmilab.ch/t/china-buying-gold-ubs-trading-gold-by-smartphone/613 "2025-04-17T21:29:26Z")
Just as “transitory” inflation kicked in in mid-2021: China, whose gold reserves had been relatively constant over recent months, began substantial net purchases, as reflected in imports: To express this in funny m… --- ## [Tired: ESG Score, Mired: CEI Score](https://scanalyst.fourmilab.ch/t/tired-esg-score-mired-cei-score/3033)
**Author:** [@johnwalker](https://scanalyst.fourmilab.ch/u/johnwalker)\ **Replies:** 3\ **Last updated:** [12 April 2023 00:19 UTC](https://scanalyst.fourmilab.ch/t/tired-esg-score-mired-cei-score/3033 "2023-04-12T00:19:52Z")
Several posts here have discussed the “environmental, social, and corporate governance” (ESG) fad, in which companies are supposed to engage in Maoist-style self-criticism and produce reports about all of the things they… --- ## [Tesla Investor Day 2023](https://scanalyst.fourmilab.ch/t/tesla-investor-day-2023/2823)
**Author:** [@johnwalker](https://scanalyst.fourmilab.ch/u/johnwalker)\ **Replies:** 0\ **Last updated:** [2 March 2023 14:51 UTC](https://scanalyst.fourmilab.ch/t/tesla-investor-day-2023/2823 "2023-03-02T14:51:56Z")
On 2023-03-01, Tesla held its Investor Day event at its headquarters in Austin, Texas. The event, including questions and answers at the end, lasted around three and a half hours. The event focused on the… --- ## [“On Bullshit in Investing”](https://scanalyst.fourmilab.ch/t/on-bullshit-in-investing/1671)
**Author:** [@johnwalker](https://scanalyst.fourmilab.ch/u/johnwalker)\ **Replies:** 13\ **Last updated:** [15 August 2022 01:11 UTC](https://scanalyst.fourmilab.ch/t/on-bullshit-in-investing/1671 "2022-08-15T01:11:59Z")
Benn Eifert, managing partner of San Francisco hedge fund QVR Advisors, has published a guest post on Noah Smith’s Substack site, “On bullshit in investing”. There is a great deal of timeless wisdom in this short piece. … --- ## [Fed's Forever Blowing Bubbles](https://scanalyst.fourmilab.ch/t/feds-forever-blowing-bubbles/565)
**Author:** [@johnwalker](https://scanalyst.fourmilab.ch/u/johnwalker)\ **Replies:** 1\ **Last updated:** [14 December 2021 14:35 UTC](https://scanalyst.fourmilab.ch/t/feds-forever-blowing-bubbles/565 "2021-12-14T14:35:46Z")
https://twitter.com/TaviCosta/status/1470200283687006211 Of course, it’s wise to remember these observations. Markets can remain irrational longer than you can remain solvent. — John Maynard Keynes A bubble is … --- ## [World's Most Bearish Hedge Fund Shuts Down: Here Is Russell Clark's Farewell](https://scanalyst.fourmilab.ch/t/worlds-most-bearish-hedge-fund-shuts-down-here-is-russell-clarks-farewell/348)
**Author:** [@ra\_montesano](https://scanalyst.fourmilab.ch/u/ra_montesano)\ **Replies:** 0\ **Last updated:** [11 November 2021 17:34 UTC](https://scanalyst.fourmilab.ch/t/worlds-most-bearish-hedge-fund-shuts-down-here-is-russell-clarks-farewell/348 "2021-11-11T17:34:18Z")
\*\*\* If Federal Reserve creates enough currency, theoretically prices can go to the moon and beyond !!!