Posts
Selling Cash Secured Puts on margin while holding BOXX as collateral
BOXX is basically a fund that shifts STCG -> LTCG for the risk free rate. Behaves kind of similar to a money market, but technically it's an ETF so can't directly use it as collateral for selling CSP's. And need to hold BOXX for at least a year to benefit …
A Warning to anyone (esp retirees) who aren't paying attention to their "Advisor-driven" portfolio
A little background first: I'm 50 and I only in the last 3 years actually did a forensic analysis of my own portfolio and took full control of it. I blindly contributed to a TDF for years in my 401k, then when I changed jobs years later, I just rolled …
$AMZE CEO just hinted the rollout phase may be ending
Aaron Day just posted that $AMZE is still in “slow rollout mode” for AmazeLive… but today they’re launching their *first live event* tied to a GPL1 manufacturer through curbitnow.com. That may sound small on the surface, but this is the kind of execution milestone that matters for early-stage platform companies. …
Comparing golf to investing 😉
From time to time, when there's little else on television, I find myself watching golf. In many tournaments (not the Masters, though), there's nearly always someone who shouts ***Get in the hole!!!*** as soon as the clubface strikes the ball -- certainly \*before\* the swing is complete. It's almost like …
My Financial Advisor changed my Roth IRA from ETFs to individual stocks.
I’m wondering why my financial advisor changed my Roth IRA from mostly ETFs into individual stocks. I thought ETFs were safer and more diversified, so I’m trying to understand the reasoning behind the switch and whether it actually benefits me long term.
Venture Global (VG) is about to become the largest LNG producer in the world
When CP2 comes online in late 2027, VG becomes the nr 1 LNG exporter in the US and nr 2 globally. So head of Qatar. And ahead of Australia. The valuation gap makes no sense: Cheniere trades at 40x PE with ONLY 4% production growth. VG trades at 15x PE …
Alternative Energy Opportunities?
Having lived through the 70s gas debacle I have been expecting a bigger move into Alternative Energy and EVs. Like the 70s US manufacturers have squandered research and development for political points and will need help when they realize there will be no quick solution to Iran. Some of the …
Canada Is Treating Mining Like Strategic Infrastructure Again
The Hope Bay news is a reminder that mining is becoming strategic again. Agnico Eagle approved the Hope Bay redevelopment in Nunavut, with expected annual production of over 400,000 ounces of gold, per company PR. Reuters reported that the Canadian government is supporting the project and connecting it to Arctic …
the s&p 500 vs equal weight spread just hit 13.8%. it's only been this wide twice before
Been tracking the gap between SPX (cap weighted) and RSP (equal weight) for about two years. Last week the trailing 12 month return spread widened to 13.8 percentage points in favor of cap weighted. That level has only been reached twice before in the modern era: March 2000 and November …
BXDC Blackstone data centres
This just came up as new IPO for me thought worth sharing my thoughts/findings. Essentially they are selling it as an investment in BS building of the centres. When actually they've already done the majority of profiteering. So you'd essentially be buying bonds. Big scathing article on it: https://www.globaldatacenterhub.com/p/why-blackstones-bxdc-is-credit-risk