Posts
Robinhood giving away random stocks?
Unsure if this is the right spot, but just wondering if anyone knows about this or if it’ll cause issues for me. Imagur - https://imgur.com/gallery/A5gQPhQ Linked screenshots of stocks mentioned. Woke up this morning and was going through my stocks, and noticed these two popped up out of nowhere. Both …
Half a year looking back. Paying down mortgage early is a better investment
Just so you know, half a year ago, I was debating if I shall pay down my 7.785% mortgage or shall Ininvest that money in the stock market. Most redittors suggest paying off, I wanted to invest that money. So I did half and half. I paid down half of …
Tail Events - The Psychology of Money
What is a tail event? Basically a small number of big wins. In his book, Morgan Housel states that you can be wrong half of the time and still make a fortune! To allow enough time to take advantage of tail events: 1) Do not panic in a crisis and …
Inflation and insurance business
Since insurance companies receive the premium upfront and then manage the float, it’s possible that they might benefit from an environment with inflation. This is because if there’s inflation between the premium payment and the potential claim payment, the insurance companies will pay a claim amount that has been affected …
Thoughts on buying international stocks in foreign currencies.
I'm rolling around the idea of buying international stocks in the foreign currency in my head. And would buying foreign currency etf act like a hedge like the hedge country etfs? and would i need to buy 1-1 equivalent in that situation? so if i have 100 euros in my …
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?