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US private AI investment is about 23x China's. So why does the research funding trend still nag at me as a long term allocator?
The Al Jazeera headline from July 7 got me: US budget slashing risks losing global scientific edge to China. My first reaction was to price a tilt toward Chinese research heavy names. Then I argued myself back, because one number really should end this. Stanford's 2026 AI Index puts US …
Question regarding housing market
It feels like having a house is not safe anymore, we wanted to have house to enjoy the big space but in this market situation, having house is more like a burden, to sell it with the higher interest rates looks like buyers are going for a new houses with …
New FDA guidance allows vapes with PMTA in active review to legally sell products in the USA
https://www.msn.com/en-us/money/topstocks/tobacco-stocks-are-coming-in-from-the-cold/ar-AA27yhrw
From HTLCs to PTLCs: Upgrading Bitcoin Lightning Privacy.
I don’t understand market psychology
Can someone please explain to me why gains cause panic? I constantly see people asking “when do I sell this?” “How much higher can it go?” And all other kinds of questions that lead back to, I’ve made money so surely the trend has to reverse. I don’t understand that. …
Large sum to invest, best options?
I’m a small business owner with a decent sum to invest. My simple 401k and HSA are maxed out for tax benefits, but still have north of 250k to put into investment vehicle. Obviously I’d be paying capital gains tax, however I think the upside is better than the downside …
Mestek, Inc. (MCCK)
Mestek (MCCK) has a market cap of $535MM. It has $406MM in cash + investments on its balance sheet. So, cash + investments make up 75% of its market cap. Also, it has no significant debt (only \~$7MM). That means the enterprise value of this stock is $136MM. (EV is …
Errors in Minervini’s "Trade Like a Stock Market Wizard" (Figure 10.23 - Magna Intl)? Or am I missing something?
Boeing Never Falls That Much When This Shit Happens
I know they only have one serious competitor, but how many times does this have to happen before their stock becomes a bargain?
Gwynne Shotwell gives $325M in stock to Trump Accounts
Follow the money and this stock will jump up.