@nirkaissar profile picture
Nir Kaissar @nirkaissar

Columnist, @opinion. Founder, Unison Advisors. Hoosier. (KAY-sarr)

Joined October 2015
  • Tweets 4,121
  • Following 637
  • Followers 3,853
392 Photos and videos
Nir Kaissar retweeted
Bloomberg Opinion
@opinion
Jun 12
SpaceX is not in the S&P 500. That’s a good thing, says @nirkaissar 🎥
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Nir Kaissar retweeted
jay pelosky@jaypelosky
Jun 11
great color & charts > everyone should read > The S&P 500 won’t include SpaceX for at least a year. Sticking to its guns is the right move for the world’s most widely tracked index, @nirkaissar says bloomberg.com/opinion/articl…

The S&P 500’s SpaceX Snub Is a Public Service

When Space Exploration Technologies Corp. goes public on Friday, its name will be everywhere — just not in the S&P 500 Index. The gatekeepers of the gauge announced last week that they will not make...

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Good on S&P 500 for sticking to its process and not fast tracking SpaceX into the index. My latest @opinion.
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Abel is charting a new path at Berkshire. My latest @opinion. bloomberg.com/opinion/articl…

Berkshire Is Breaking With Buffett’s Playbook

If you’re wondering whether the Greg Abel era underway at Berkshire Hathaway Inc. will mirror the Warren Buffett years, two Abel-led deals announced this week go a long way to answering that questi...

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If SpaceX, OpenAI and Anthropic's growth fall short of huge expectations, their IPOs will be a massive wealth transfer from ordinary to private investors and a major blow to the appeal of public markets. My latest @opinion. bloomberg.com/opinion/articl…

SpaceX Needs to Get to $5 Quadrillion to Rival Mag Seven Magic

It’s not often that investors encounter something truly new in markets. But they will soon when Space Exploration Technologies Corp., OpenAI and Anthropic PBC go public with trillion-dollar valuati...

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Investors pulled a net $116 billion from hedge funds in North America last year, a sign that hedge funds may be going the way of mutual funds. My latest @opinion. bloomberg.com/opinion/articl…
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Apollo's plan to provide daily pricing for private credit, if done well, will transform private investing. My latest @opinion. bloomberg.com/opinion/articl…

Apollo’s Pricing Plan Will Transform Private Credit

Apollo Global Management Inc. announced last week that it will soon provide daily pricing for its private credit. It may not sound like a big move, but its decision to lift the veil on these assets...

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Berkshire's new CEO Greg Abel inherits from Buffett a concentrated stock portfolio light on tech. Buffett's decision to sidestep tech in the late 1990s has turned out to be a drag. Berkshire has underperformed the S&P 500 since tech's recovery in 2003 from the dotcom bust. Will be interesting to see what changes Abel makes in the coming months/years. As things stand, Berkshire is betting in large part that financials, energy and a soda business can keep up with technology. My latest @opinion. bloomberg.com/opinion/articl…

Buffett’s Big Bets Will Haunt the Abel Era at Berkshire

Warren Buffett shared his usual wisdoms about patience, diligence, prudence and kindness in a CNBC interview the morning of Berkshire Hathaway Inc.’s annual meeting last Saturday, the first in many...

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👀 From the great @foxjust. bloomberg.com/opinion/articl…
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Affordability is a problem of inadequate wages. The way to solve it is to give companies tax incentives to raise wages in line with earnings growth. My latest @opinion. bloomberg.com/opinion/articl…

Overpaid CEOs Are the Wrong Target for Affordability Warriors

If companies won’t pay their workers a living wage, the government will try to do it for them. I laid out this argument in a 2019 column and have since watched with dismay as ever more counterprodu...

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Nir Kaissar retweeted
Bloomberg Opinion
@opinion
Apr 27
Surprised by the US stock market’s resilience during the Iran war? Don’t be, explains @nirkaissar 🎥
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The US stock market isn’t notching new highs because it thinks the Iran war is ending. It never cared about a regional war in the Middle East, and it won’t unless the conflict spreads. My latest @opinion. bloomberg.com/opinion/articl…
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Buffer ETFs are expensive portfolio insurance you don't need. My latest @opinion. bloomberg.com/opinion/articl…

Buffer ETFs Are Insurance You’re Better Off Without

If you want to own Treasuries but are worried that America’s unruly deficits or mounting foreign entanglements will push bond prices lower, exchange-traded funds have a product to sell you. It’s...

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Nir Kaissar retweeted
Michael Mauboussin
@mjmauboussin
Mar 19
Self Recommending: "One Hundred Years in the U.S. Stock Markets" by Hendrik Bessembinder. A century of data for nearly 30,000 U.S. public companies. Fun fact: "Shareholders' wealth was enhanced by $91 trillion over the century, but long-term investors in nearly 60% of stocks incurred wealth reductions." papers.ssrn.com/sol3/papers.…

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Nir Kaissar retweeted
Bloomberg Opinion
@opinion
Mar 10
What are Treasuries good for? They clearly aren’t the antidote to bear markets that investors widely believe them to be, @nirkaissar says bloomberg.com/opinion/articl…

Busting the Myth of Treasuries as a Haven

When stocks go down, bonds go up, right? That’s the received wisdom, at least. Well, it’s not what happened when war broke out between the US and Iran last month and both stocks and Treasuries...

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President Trump’s campaign promised voters lower prices, higher wages and a massive deportation campaign. What has he achieved? Bloomberg Opinion analyzed 12 metrics to cut through the political noise bloomberg.com/graphics/2026-…

Has Trump Delivered on His Promises? What These 12 Metrics Tell Us

The president is struggling to sell his “economic miracle” to voters. What do the numbers say? These data points cut through the political noise.

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That was fun, thanks for having me!
Matt Zeigler
@CultishCreative
Feb 9
We had @nirkaissar on @excessreturnpod to discuss his list of 2026 predictions, AI, private credit, small caps, and so much more. This is a thought-provoking overview of the year ahead of us. Out now: youtu.be/LVRNLY8MVSU?si=sKFT…
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The US's lead over Europe is large and growing and runs deeper than tech. There Is a $7 Trillion Hole In Europe's 'Sell America' Call My latest @opinion. bloomberg.com/opinion/articl…
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Nir Kaissar retweeted
Bloomberg
@business
Jan 23
The bond market has a reliable record of sounding an alarm when companies are in danger of defaulting on public debts. Private credit have no such transparent system, and that's a problem, @nirkaissar says (via @opinion) bloomberg.com/opinion/articl…

The Credit Market’s Early Warning System Is Weakening

US companies are on a borrowing binge, and debt markets don’t seem the slightest bit concerned. Companies issued a collective $2 trillion of public debt in each of the last two years, up from $1.5...

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More private debt is now issued every year than comparable public debt, except there's no market to warn of defaults. My latest @opinion. bloomberg.com/opinion/articl…

The Credit Market’s Early Warning System Is Weakening

US companies are on a borrowing binge, and debt markets don’t seem the slightest bit concerned. Companies issued a collective $2 trillion of public debt in each of the last two years, up from $1.5...

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