Topics
Browse investing research by topic
Every topic here comes out of The Illusion of Wealth, the seven articles we published in June 2026, which measured gold, property, savings, shares, Berkshire Hathaway, Nvidia and Bitcoin against 100 years of US money supply.
- Topics 39 Each one links to its articles
- Articles 7 The Illusion of Wealth, June 2026
- Years of data 100 The St. Louis Fed's M2 series and Aswath Damodaran's NYU Stern returns
- Featured topics 8 Below, each with a headline figure
Popular topics
Start with any of the eight below. A topic page collects the numbers from every article that touches the subject, so the gold page, for example, brings together Part I's 168x, Part III's 210.3x since 1928 and the 2030 base case from Part VI.
- inflation 4 articles 6.56% average yearly M2 growth Why we measure inflation against the money supply, and the hurdle that sets for savings and investments.
- gold 5 articles 168x vs 503x for M2 since 1926 A century of gold prices, from the 1970s spike to our 2030 base case.
- real estate 3 articles 241 → 120 oz a US house priced in gold US and UK house prices against M2, and what changes when rent is reinvested.
- savings trap 1 article 4.3 cents $1 saved in 1926, in M2 terms How a 3.17% safe rate fell behind 6.66% money growth for a hundred years.
- stocks 4 articles 11,570x S&P 500 with dividends since 1928 The shares that beat money printing, and why reinvested dividends decided most of it.
- Warren Buffett 1 article 1,027x Berkshire after M2, 1965 to 2025 Berkshire Hathaway against Walmart, the IPO winners and the index.
- Nvidia 3 articles 836x after M2 since its 1999 listing How tech shortened the time it takes to get ahead of the money supply.
- Bitcoin 3 articles 11 of 12 five-year windows beating M2 A fixed 21 million supply set against a dollar that keeps expanding.
All topics
- research 7
- gold 5
- inflation 4
- stocks 4
- Bitcoin 3
- cryptocurrency 3
- macro 3
- Nvidia 3
- real estate 3
- stock market 3
- tech investing 3
- guides 2
- money supply 2
- 100-year analysis 1
- 6.56% rule 1
- asset class comparison 1
- Berkshire Hathaway 1
- Bitcoin forecast 1
- digital assets 1
- dividend reinvestment 1
- financial literacy 1
- investing overview 1
- investment strategy 1
- IPO investing 1
- M2 adjusted 1
- monetary dilution 1
- monetary expansion 1
- monetary policy 1
- Nvidia forecast 1
- price predictions 1
- S&P 500 1
- savings trap 1
- stock picking 1
- survivorship bias 1
- total return 1
- Warren Buffett 1
- wealth creation 1
- wealth illusion 1
- wealth preservation 1