Posts
What are the best ways to invest in churches?
I went to visit my parents a couple weeks ago and I was like what the fuck, I’ll go to church for kicks. Not a big god guy myself but I enjoy checking out the milfs and the free coffee. The offering plates were fucking full. Now most of it …
Why Hut 8’s move from Bitcoin mining into AI infrastructure is interesting
Hut 8’s shift from Bitcoin mining into AI infrastructure got me thinking about something. For a while I thought the AI boom was mostly about GPUs and semiconductors. But the more I look into companies like Hut 8, the more I think the bigger issue long term could actually be …
Regulatory sandboxes have been around for 8+ years now - are they actually working?
UK FCA launched theirs in 2016. Singapore, UAE, India followed. Nearly every major market has one now. Eight years in I keep asking the same question - have they actually delivered? Genuinely think they've created something valuable that didn't exist before - a real conversation between regulators and builders. Testing …
The real issue isn't whether the current market situation is optimistic, but what you overlooked when examining the market.
I don’t even think the market is just too bullish right now. It’s more like people are still finding reasons to stay bullish, and kind of pushing everything else to the side. Like, sure, if you want to make the positive case, you still can. Some real economy stuff is …
A lot of stock debates are really just arguments about what is already priced in
Most stock discussions get stuck on the wrong question. People argue over whether a company is good, whether the product is real, whether the CEO is smart, whether the market is large, whether the brand is strong. Those things matter, but they are usually not the actual trade. The actual …
Yesterday SILEX Microsystems IPOed and did a 113% first day - is this the next Sivers Semiconductors?
Sorry for the very long post, but there's a lot to be said from yesterdays IPO... The strongest bull case for Silex Microsystems is not that it is "another semiconductor company" - it is that it combines several of the exact ingredients that created the explosive rerating in Sivers Semiconductors, …
Testing a long-term Nifty + Gold allocation framework against buy-and-hold (2015–2026)
I’ve been testing a rules-based allocation framework combining: * Nifty 50 exposure * Gold as a defensive allocation * Trend and realized volatility filters * Monthly rebalancing The objective was not maximizing raw returns, but improving long-term risk-adjusted performance and reducing drawdowns relative to long-only equity exposure. Backtest period: Jan …
is it a good buy ? im 19 and started a sip
I’m 19 and just started investing with a ₹1,000/month SIP for the long term (planning at least 5 years). Current split: \- ₹500/month in Bandhan Small Cap Fund \- ₹500/month in HDFC Silver ETF FoF Direct Growth I put my first ₹500 into each at the current NAV/price shown in …
What I learned from almost blowing up on a 0DTE options trade
I have been trading for years. Even built my own AI agent to help me stay ahead, it pulls live financial news via the TradingNews API, flags risks, summarizes what matters. It's saved me more than once. Then it tried to save me again, and I didn't listen. Apr 22, …
Investing while paying for school
I am 23yrs old and have about $360K in HYS accounts and 2 years of law school left (about $85k tuition + $40K rent per year). I have $6K in a stock account mainly invested in VTI and VXUS (and a small amount in EPD). Any recommendations for a stock/ETF …