Posts
What do you folks think of my investing strategy?
I am leaving US permanently this week. I have lived here for 10 years. In this time, I have invested in VOO, VTI, QQQ routinely. Unfortunately I need to stay invested till January of next year when I become non-resident of US for tax purposes. At that point, I can …
Missing the Best and Worst Days in the Market
Not trying to make a super deep point with this post, but I just got off on a tangent thinking about the constant refrain of "miss X number of best days and your return goes down to X bad return" that you encounter on pretty much every investing sub around. …
In lead up to mine restart WRLG CEO shared today that the mill has been activated according to schedule here’s what’s happening next.
In lead up to mine restart WRLG CEO shared today that the mill has been activated according to schedule here’s what’s happening next. After 28 months of maintained dry shutdown, First feed will be 3,000 tonnes of legacy low-grade material to pack out the grinding mills. All operational readiness milestones …
Private Credit Liquidity. Public Corporate Balance Sheets are Strong Now, But When Will Private Credit Crack?
The percentage of private corporate direct lending borrowers with fixed charge coverage ratios below 1x has risen from 15.9% 1Q22 to **40%** this year 1Q24. This has to be above 50% if not 60% by now. Private credit debtors dont show up in corporate balance sheet statistics. For those in …
Should I pull out of the stock market?!?!?
So I dumped $7000 into VOO literally the day before the stock market crashed, so I haven't made ANY money and have lost nearly 700 dollars. I was wondering what option I should pick... 1) Keep it in and delete all stock apps from my phone 2) Sell it all …
Questions on Roth limits and MAGI
Does anyone have a MAGI estimator they like? My spouse and I are trying to figure out, between our job incomes and rental housing income/expenses, if we're still eligible to contribute to our Roths this year. I know the married filing jointly limit is $236K this year. I just haven't …
Should I invest now or wait a year or so until we get a clearer understanding of the direction of the market?
Hello everyone, I am in my early twenties and got myself some 10k out of a mildly successful business venture. My question is, should I invest in the stock market (I was thinking something like spy, Nasdaq biotech, standard ETFs) or should I wait and leave it all in a …
How much do people actually invest?
Many people here advocate for investing everything they have outside of an emergency fund. But when I walk around and talk to people in everyday life about investing, they either say, “no I don’t do stocks”, or some say “I have a little bit in stocks.” I’ll say “well where …
Tangency portfolio = market portfolio?
This equivalence seems impossible. Let me explain, and then someone smarter than I am can say why I'm wrong. The tangency portfolio is defined by risk and returns, whereas the market portfolio is based only on market caps. Current market caps contain NO INFORMATION about historical risk and returns. So …
With increased tariffs against China, they need to adapt and be less dependant exports to the US. When that happens, they will be less concerned about the value of their currency against USD. So, they might not need US Treasury bonds or to hold USD anymore. What could then happen to the market?
To elaborate, consider a worst case scenario where the US market is no longer the primary driver of China's exports. I see two possible outcomes: 1. China could buy more USD and Treasury bonds to mitigate the tariffs. Offsetting the tariff's impact. 2. China focuses on other markets, selling off …