What’s the best play if US decides to send troops in Iran for field operations? Personally I do believe that this will happen and he will try his best to finish the war for October before the Midterms. What would …
Hi everyone, I’ve been following the Fintech space in Latin America for a while now, and while NuBank ($NU) gets most of the spotlight, Inter&Co ($INTR) has been making some incredible moves with their "Super App" model. For those who …
I’m not a conspiracy theorist, so please hear me out: I think Trump is on a need to know basis and he’s just the face of the decisions being presented to him from parties that are thinking about positioning the …
Most people think gold or platinum are the "rare" assets. They’re wrong. From a cosmological and chemical standpoint, **crude oil is likely the rarest naturally occurring substance in the known universe.** Here is the "Resource Realism" breakdown: * **The Biological …
S&P500 is down 4% YTD. Nasdaq is down 10% YTD. The Ukraine war is still going on. The US and Israel vs Iran. The street of Hormuz is closed. Oil price rising to extreme levels again. Inflation up to 2.4%. …
The market has four cycles: Early cycle, Mid cycle, Late cycle and recession. Currenlty I think we are late cycle heading towards recession unless their is an end to the war soon. The oil shocks are too large. During late …
Trump’s latest tweet “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST …
Upcoming CPI and retail sales, geopolitical news, coming out of a long weekend - what investments (specific names) and/or what investment strategy (DCA, staying on the sidelines, etc. are you considering this week. Many thanks for your thoughts.
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I’m curious of everyone’s current status year to date. Currently right now I’m down \~5% which is about 7,000 USD of my portfolio. How is everyone else doing? Are you guys holding dry powder still or buying?