Posts
The September jobs report quietly turned July negative
Everyone's looking at the 29K miss today, but the revisions are worse. July went from +21K to -10K. August lost another 29K. So the last three months average about 50K a month. That's basically flat. And the Fed hiked last month with the 30 year sitting above 5.5%. I don't …
Nike - still won’t touch it
Nike has been the source of a lot of questions over the last several months. This is a classic case of not realizing the fundamental investment thesis has changed when owning a company with no barriers to entry or strong brand identification. Some of the best advice I ever got …
Daily General Discussion and Advice Thread - October 02, 2026
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How do ETFs work behind the scenes?
I got to wondering, how do ETFs work behind the scenes when I buy shares in one? Am I just sending money to the company that set it up to buy more shares in their holdings, or am I actually buying shares from another individual? Is there a set number …
25, $75K Income, ~$210k Invested/Cash
I’m 25 and live in Florida. I recently got promoted to an MCA underwriting role making $75K/year. Current financial picture: \\\~$185K invested Holdings: GOOG, AMZN, BRK.B, WM, JPM, NOW, SOFI, and OSCR \\\~$17K cash in a SoFi HYSA earning around 4.5% Monthly expenses are extremely low, usually around $400–$800 Currently …
CoreWeave's top customer went from 67% of revenue in FY2025 to 36% in Q2 2026. Diversification, or the same few buyers?
JPMorgan upgraded CRWV to Overweight on Sept. 24 (target **$125** from $120), citing AI compute demand and premium pricing on short-term contracts. Before reading much into that, look at who pays the bills. **FY2025.** The 10-K (filed 2026-03-02) says: "We recognized an aggregate of approximately **67%** of our revenue from …
No matter how high interest rates go, the wealth effect won’t be deterred
I’m reading a lot of back and forth regarding the damage that recently higher rates could create. I think it doesn’t matter. Reason being, investors are already beginning to shift money from overpriced stock choices, over to bonds showing 5% or greater, risk-free, return. Wealth continues to build, albeit at …
My current read of the market
Here's my read on what's happening out there. I realise it may not be your opinion but this is just my current of what I'm seeing out there. The F&G is in extreme fear yet the Vix is low. MOVE is high so that shows panic hasnt moved into equities, …
Video: Asked if AI Could Be a “Market Bubble,” Sen. Mark Warner Urges “Caution,” Says If There’s an AI “Incident,” “this could all blow up & that would be at least short-term devastating to the stock market”; "I wouldn't put all my retirement savings in...AI"
[https://bluevirginia.us/2026/10/video-asked-if-ai-could-be-a-market-bubble-sen-mark-warner-urges-caution-says-if-theres-an-ai-incident-this-could-all-blow-up-and-that-would-be-at-least-short-term-devastating-to/](https://bluevirginia.us/2026/10/video-asked-if-ai-could-be-a-market-bubble-sen-mark-warner-urges-caution-says-if-theres-an-ai-incident-this-could-all-blow-up-and-that-would-be-at-least-short-term-devastating-to/)
I lost 50 percent of my stock money
It was in a single stock. I decided to take my losses and take the 50 percent loss. I feel peace. I'm 24 so it wasn't a ridiculous amount of money but it was a good chunk of change. Stressing and worrying when how and if something will go good …