Substack
Subsites
Posts
Taxable Brokerages
<p>Welcome back! Today we are talking about Taxable brokerages. Taxable brokerages are basically investment accounts that are not tied to any retirement savings or retirement withdraw rules, taxes and penalties. I will dive into why you would need one, the tax implications and more!</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a236e4b-6c1b-496e-b37f-3fcfaafa1621_1000x615.jpeg" target="_blank"><div …
#70 World's best stocks - Ep.6
<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like—it really helps grow our community of investors.</em></p><p><em>Thank you for your continued support!</em></p><p …
Market Recap: 9/30 - 10/4
<p>Good morning all! Apologies for the one-day delay on the market recap. I unfortunately do have a 9-5 that was quite busy yesterday! We’re back with a recap that included a couple of bigger headlines in Middle East tensions and September payrolls, so let’s hop in!</p><p class="button-wrapper"><a class="button primary" href="https://beansandbucks.substack.com/subscribe"><span>Subscribe …
#71 JPMorgan Chase
<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like—it really helps grow our community of investors. Thank you for your continued …
Bonus Bucks: Tax-Free Retirement
<p>Welcome to the first edition of Bonus Bucks! As mentioned previously, these bonus editions will be budgeting or savings examples, retirement scenarios, additional thoughts on the market or new tax findings, random musings on the financial world and eventually responding to comments and subscriber-submitted questions!</p><p>For this edition, I want to …
The Bear Cave #255
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/our-2024-hedge-fund-analyst-christmas">Our 2024 Hedge Fund Analyst Christmas List</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-sezzle-sezl">Problems at Sezzle (SEZL)</a>” and our next special investigation comes out Thursday, January 16.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Hunterbrook Media published <a href="https://hntrbrk.com/hims-4/">an update</a> on <strong>Hims & Hers Health</strong> (NYSE: HIMS — $5.82 …
The Power of Alternative Data in Investing
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581c25b7-c3ee-4dd6-b1d4-4da144233f6d_2021x1154.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="831" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581c25b7-c3ee-4dd6-b1d4-4da144233f6d_2021x1154.png" width="1456" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 0 …
#72 Investment Journal - Ep.6
<p>Hi everyone,</p><p>I hope you all had a good start into 2025! This time I want to share some thoughts on things I often come across on social media. There’s no shortage of investing quotes out there, but I frequently find myself frustrated by the sheer amount of nonsense being spread.</p><div><hr …
Traditional Retirement
<p>Today, I want to discuss traditional retirement and shed some light on the average American retirement savings, ages and more. When you’re in the space, it seems that everyone is light years ahead of you or that you are not saving as much as your peers. Therefore, the purpose of …
The Bear Cave #256
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/our-2024-hedge-fund-analyst-christmas">Our 2024 Hedge Fund Analyst Christmas List</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-sezzle-sezl">Problems at Sezzle (SEZL)</a>” and our next special investigation comes out this Thursday, January 16.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Independent researcher Lauren Balik <a href="https://www.thecaptainslog.io/applovin-nasdaq-app-is-a-round-tripping-hellhole/">published</a> on <strong>AppLovin</strong> (NASDAQ: APP — $107 billion), a …