I have a lot of overlap right now and am not sure if I should commit to the fundamentals or not. I would like to understand better the difference between these two from someone who knows more than me :) …
Wall Street can still find money for AI very quickly. SK Hynix just raised about $26.5B in its U.S. listing, even after a pullback in chip stocks. That is a huge number, and it says investors still want exposure to …
pre MOU with iran there were reports that several places were approaching a critical level (see comments by Exon CEO, trump among others). Obviously since then there has been SOME transit of the straight but the best data Ive been …
Yesterday I posted here about my macro economics calendar API with a live and accurate ARIMA model that calculates estimates for CPI, PPI, NFP and jobless claims. The response was great and there were a number of sharp, intelligent questions: …
Im 29 years old, and up until 28 i never invested and just thought you are supposed to be frugal and stack up cash in the bank. It thought investing is similar to gambling and that you have to have …
I am new to this and would like to start investing part of my salary in the stock market as early as possible. Given the current uncertainty and concerns about a potential market crash, I am considering increasing my share …
I'm new to the world of investing and I'm finishing putting together my emergency fund. My next step will be to start investing in stocks, ETFs etc., but I still have trouble analyzing whether an investment is actually good or …
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**Today's Macro Take** A weaker dollar usually provides support for gold. But today's price action suggests that's no longer the primary driver. Instead, the market continues to price **real yields** as the dominant macro force. Despite a softer DXY, gold …
I’ve been looking into SK Hynix because of all the hype around HBM and AI chips. The story makes sense: AI demand is strong, HBM is still a key bottleneck, and the US listing makes the stock much easier to …