Jakob Linder's Posts | Commonstock

$10.6MFollowers

@jlinder09/11/2022

Robinhood Investor Index Launched

Robinhood offers a new index for its investors, which “tracks the performance of the top 100 owned investments on Robinhood”. Although a small sample size, the Robinhood Investor Index outpaced the NASDAQ for an extended period of time. However, this time period was fueled by the GameStop hype. Since then, the index is closely matching the NASDAQ.

It will be interesting to see this index's performance over the long term since its top ten investments include meme stocks like AMC 9.36%↑, APE 5.20%↑, and GME 11.10%↑. I was going to calculate the index’s beta value, but there is not an available list of the 100 companies in the index (unless I am completely missing it). Although, I am confident in saying that the index will be for those who are risk-seeking. Are you interested in investing in this index?

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Money Buzz | Jakob Linder | Substack

Bringing you simplified insights on finance headlines. Sign up for exclusive analysis on green energy, the Federal Reserve, and income inequality! Click to read Money Buzz, by Jakob Linder, a Substack publication with hundreds of subscribers.

Undefined

@eggplant09/12/2022

AMC, APE, GME… lol

+ 2 comments

Jakob Linder

$10.6MFollowers

@jlinder08/28/2022

It’s OK to Allocate 10%-15% Into Meme Stocks, Jeremy Siegel Says

If you know me, I bet you know which direction I will take this headline. First, who is Jeremy Siegel? Second, why should I listen to him? Third, what is his credibility? Even beyond my questions, this must be one of the least assuring headlines ever. Here are some of my own renditions of the headline to emphasize my point.

It’s OK to love Taco Bell, says Taco Bell CEO
It’s OK to put all disposable income into sports betting, says DraftKings CFO
It’s OK to watch the Star Wars Christmas Special, George Lucas says (Note: I beg you never to watch this special. It is mind-melting)

All joking aside, Jeremy Siegel is a former finance professor at the University of Pennslyvania’s Wharton School. He commented on meme stocks during a podcast, but Bloomberg’s headline is a touch misleading. Siegal says it is “fine” to put 10-15% towards meme stocks if you are young. This is because younger individuals can afford to take on more risk, while older individuals need more stability as they approach retirement.

Since Siegel is well-versed in the financial industry, his advice is “fine” (seemed fitting to quote Siegel here). This Bloomberg headline is just odd since most investors were likely not waiting to make investment decisions based on Siegal’s view of meme stocks. Perhaps I am in the wrong though. Any thoughts on Siegel's comment on meme stocks?

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Money Buzz | Jakob Linder | Substack

Dissecting the Markets

@dissectmarkets08/28/2022

Has he himself put 10%-15% of his portfolio in meme stocks?

+ 8 comments

Jakob Linder

$10.6MFollowers

@jlinder07/31/2022

Selling Shares in Yourself...

How can we address income inequality in America? How about through “selling shares” in ourselves? I bet that catches your attention! Would you sell shares in yourself?

Nathan Heller: “Rather than buying shares of Spotify, a fund could buy into a portfolio of the futures of emerging hip-hop artists, all of whom would get that cash.”

If we sold shares in ourselves… it would be incredibly complex. Here are some considerations if this “market” existed tomorrow.

Release more data and personal information about ourselves: Bridges the gap between private and public information to prevent insider trading.
Shorts/Puts: In a system like this, it incentivizes people to pursue greater and more creative projects. However, at the price of what? If investors heavily shorted our “person share”, it pushes us to work, work, and work. By focusing solely on the price of our “person share”, we push aside our physical and mental well-being.
Comparitive Analysis: Not sure about you, but I do not want to be priced against anyone else. It simply creates a system of jealousy, spite, and constant competition.

My Full Response: https://jakoblinder.substack.com/p/to-bet-or-not-to-bet-on-yourself

jakoblinder.substack.com

To bet, or not to bet on yourself

Topics: Selling Shares in Yourself and Green Energy

Sidni Standard

@sidnistandard07/31/2022

This immediately makes me think of social tokens. Roll is the leader in this arena: https://tryroll.com/

"Not sure about you, but I do not want to be priced against anyone else. It simply creates a system of jealousy, spite, and constant competition."

^^this is exactly why I think turning yourself into a stock so-to-speak would be EXTREMELY bad. There's this guy name Alex Masmej who created the first social token and was able to leverage it into starting the company Showtime, but there were some questionable issues with what his social token enabled the holders of it to ask of him before he created this company. I guess it's always up to the creator to decide what people can ask of that individual person, but that doesn't mean that things can't get dark.

+ 5 comments

Jakob Linder

$10.6MFollowers

@jlinder07/14/2022

We hear life quotes like "never compare yourself to others". Therefore, I am making the executive decision to stop using comparative valuation.

Joshua Simka

@tomato07/15/2022

The companies I like to invest in are innovating wildly and creating new categories, so often there is no ground for comparison :) Part of the sentiment behind avoiding comparing ourselves to others is that we're all different and unique. Any comparison to others would be apples-to-oranges. Companies are unique too!

+ 2 comments

Jakob Linder

$10.6MFollowers

@jlinder07/13/2022

Reached 30 followers and unlocked follower assets! Now this is epic!

Jensen Butler

@jensen07/13/2022

Let’s gooo! An exciting milestone

+ 4 comments

Jakob Linder

$10.6MFollowers

@jlinder07/13/2022

All the homies hate inflation. On a serious note, this quote is important:

"Persistent high inflation is putting a strain on businesses and consumers who, after decades of price stability, aren’t used to it."

https://www.wsj.com/articles/us-inflation-june-2022-consumer-price-index-11657664129

WSJ

U.S. Inflation Hits New Four-Decade High of 9.1%

Inflation reached its highest rate in nearly 41 years in June. Prices were up broadly across the economy, with gasoline far outpacing other categories.

Jakob Linder

$10.6MFollowers

@jlinder07/03/2022

Economic Reports for July 4th-July 8th

Any ones that you have your eyes on? I will certainly be keeping up with the FOMC minutes release on Wednesday.

Reasonable Yield

@reasonableyield07/04/2022

I have been keeping my eyes closed with respect to macro, hehe.

+ 1 comment

Jakob Linder

$10.6MFollowers

@jlinder07/02/2022

Subscription Service's Price/Month

those expenses really catch up to ya, huh

The Expat Investor | Luka 🦉

@stock.owl07/03/2022

for me I have:

Audible 9.99 EUR

Prime (free from my internet provider)

Netflix 9.99 EUR

Spotify 15.99 (family pack)

NY Times 2.00 EUR

WSJ 2.00 USD

basically $40/month

All happily covered by my Mintos investment in p2p lending 🤩

+ 3 comments

Jakob Linder

$10.6MFollowers

@jlinder06/28/2022

Economy Dashboard

Been messing around a little bit in Google Sheets and tried to make an "Economy Dashboard". I wanted to make something where I can take in a bunch of information that comes from a lot of different sources (and also updates in real time - or when economic reports release). Still a work in progress, but wanted to share :)

Jakob Linder

@jlinder06/28/2022

Data Used: Real GDP, Inflation Rate, Unemployment Rate, Home Price Index, Price of Electricity, Treasury Rates, Corporate Bond Yields

+ 8 comments

Jakob Linder

$10.6MFollowers

@jlinder06/27/2022

Economic Reports for 6/27-7/1

Monday → Pending home sales index
Tuesday → US home price index
Wednesday → GDP revision for Q1
Thursday → PCE inflation, Real disposable income, Jobless claims
Friday → Manufacturing index, Construction spending

Any you are keeping track of?