Posts
Stock Market Participation and Impact on PE/Schiller Ratio
Wondering if anyone can provide me sources and data on a hypothesis for me. My understanding is that if Stock Market participation (more dollars invested in stocks) grows faster than the income the companies the market represents generate by sheer supply and demand, this should cause the average PEs to …
Thoughts on quantum as a longterm hold?
QBTS IONQ RGTI etc. I tend to think IBM is gonna just blow these away when quantum actually comes into full force, but their stock is obv already really high rn so I’m curious about these others while they’re cheap— maybe they’ll pay off in 20 years lol
Thoughts on Jeremy Siegel and stock only investments for 15+ year timeline?
I was presented a newsletter with the following passage, given the current volatility in the market. "Wharton professor, Jeremy Siegel, analyzed stock and bond returns in his classic book, "Stocks for the Long Run" (6th edition 2022). His research goes all the way back to 1802 (the very long run …
Nasdaq 100 and S&P500 EU alternatives?
I'm dropping every US stock that I have, I'll take whatever profil/loss I have on them now, I'm out. Only downside is my portfolio is 25% handpicked stocks, 75% ETF's. One of the biggest ETF's is the EQQQ but since it's like 95%+ US based companies and I want out …
Larry Berman: What is the Mar-a-Lago Accord and what might it mean for your portfolio?
This 'Mar-A-Largo Accord' phrasing is getting some traction as of late. The linked news item is one of a few that are now making the rounds. This new accord is being compared to Bretton Woods and the Smithsonian Agreement. Does anyone have thoughts on how this may affect investors?
Atlanta Fed predicts -1.5% GDP growth in first quarter. This is a dramatic departure from just last month when they predicted +3.9% growth.
https://thehill.com/business/5169308-atlanta-fed-gdp-contraction/ The Atlanta Federal Reserve is projecting a contraction of the nation’s gross domestic product (GDP) of 1.5 percent in the first quarter, flashing a warning sign for the U.S. economy. The projection is a significant shift for the Atlanta Fed over the last few weeks that comes a little …
Where can I inform myself about potential investment opportunities?
Hello investors, I would say I'm familiar with the basics of investing. The majority of my portfolio is in VWCE because I'm not a professional investor (and even if I were, VWCE would probably outperform me in the long run). I will still allocate most of my investment funds to …
Credit Default Swaps for Muni Bonds?
Does anyone know if there is a swaps market for (American) muni bonds? If so, how robust is it and is it accessible by retail investors? Any information on this, or related, issues would be appreciated. Secondarily, I’d be interested in any information on specific instruments (/ideas) that could be …
Yahoo Finance missing all 4/11/2025 option expirations?
Can someone else here who hates themselves enough to use Yahoo Finance (like I occasionally do :) see if you can get 4/11/2025 expiration dates quoted for ANY option chain? So far all the ones I tried have failed, and Yahoo "support" says (surprise!!) they don't know what I'm talking …
The USD value investments.
So this is sort of a dooms day scinario. What if the USD as a currency takes a hit. Could be for a number of issues, economic collapse, trade partners transitioning to other currencies, etc etc.. How would i as an investor hedge against such an issue? Do i just …