Posts
FinTech Sector - Thematic Investment Research Reports (2025)
Compiled some thematic research reports pertaining to the FinTech sector: * [FT Partners - Initiating Coverage Equity Research Report](https://macro.com/app/pdf/2724be47-a9b8-44c2-9a1d-b059e3106245?pdf_page_number=1&pdf_page_y=0) * [FT Partners - 2024 Annual FinTech Almanac](https://macro.com/app/pdf/ecd13189-df21-44bf-bd27-67688c93e4d3?pdf_page_number=1&pdf_page_y=0) * [FT Partners - Unlocking Data in the Digital Asset Ecosystem](https://macro.com/app/pdf/86f94146-2271-4f3b-8594-f735071643f4?pdf_page_number=1&pdf_page_y=0) * [BCG FinTech Research - Prudence, Profits, and Growth](https://macro.com/app/pdf/1b7f74fc-ef1f-4b96-80d3-23c90b9a8a53?pdf_page_number=1&pdf_page_y=0) * [Houlihan Lokey …
What Are Your Thoughts on MVST and CPSH Stocks?
Hello everyone, Recently, I decided to expand my investment portfolio by investing in Microvast Holdings (MVST) and CPS Technologies (CPSH) stocks. I believe both companies have growth potential in the future, but I know it's essential to evaluate them from different perspectives. MVST (Microvast Holdings): * A company specializing in …
S&P 500 P/E ratio at record high - why not wait for the dip?
S&P 500 P/E ratio as of today is 30.59. As far as I can see, it has only been this high four times before and, every time following it, a bear market came. I read various opinions on this and some people think those days are different and P/E ratios …
Why is the CSPX IE00B5BMR087 underperforming the S&P 500 Index by so much?
CSPX has made 1.3% YTD, while the S&P 500 index is up 4.32%. I know it tracks an ESG-screened version of the S&P 500, but could ESG exclusions and tracking error alone explain this large gap? Or are there other factors, like currency fluctuations or dividend treatment, at play?
First time investing, thoughts on these 4 that will be my first?
I'll start off only investing 100 - 200. I know once I've started I'll be wanting to put as much as I can in though. Any insight would be great on my initial picks. (Everything is with the idea to hold for many years or a lifetime) 3 stocks: S&P …
Value of carryover capital loss.... does it go down with positive stock returns & inflation
I have a large capital loss from the dot com bubble. Almost 25 years ago!! Whenever I sell stocks at a gain, I offset it against the carryover loss. I have a couple of stocks in my portfolio with enough gain to wipeout the carryover loss. TBH, I've been holding …
Copy wealthfront in a personal account? Any real reason not to?
I have a wealtfront automated investing account. They take 0.25%. The thing is, I can see what's in it. At my risk level (8.0) I see: VTI, VEA, VWO, LQD, SCHP, VIG. Any reason I couldn't lower my investment here and move some of this money over to a personal …
Preserving value - invest in gold?
Hello everyone, We are looking to preserve value of our cash savings for the next 6-12 months. The savings are in USD. We would need to convert part of the savings into euros in about 4-5 months and are worried about dollar losing value against euro drastically. Would buying a …
I pulled out of the markets today.
Well, almost entirely. I left a tiny bit in consumer staples ETFs and not my retirement accounts. I just don’t see much upside over the summer months and I am able to get a gauranteed 4.5% on cash. Some rationale: - We are not going to get a bump from …
Question for someone who worked as an Options Market Maker
I have a serious question for someone who has worked at market making firm before. Speculation I suppose is welcome, but I’d really prefer an answer from someone who has worked at a trading desk and knows this answer with some certainty. It’s clear to me after trading options for …