Posts
Investment options for period of low/negative growth and high inflation
It seems at some point soon reality has to hit with the oil crisis. If someone wanted to protect themselves from a significant market downturn while also in a period of high inflation -- what are good medium-term investment options? Are there really any good options in a scenario like …
My portfolio hits ATH today. But I feel uneasy
I've been in the market for quite some time so I know when everyone is euphoric and bullish like this, the chance for the markets sell off is pretty high. Today thanks to NVDA, my portfolio hits ATH. My portfolio is very AI concentrated. I plan to trim my portfolio …
One macro question worth sitting with before tomorrow's Fed press conference
The IEA described the current energy situation as the largest energy supply shock on record. The Fed meets today and tomorrow. The question I've been sitting with is a straightforward one: what does "appropriate" monetary policy look like when the inflation problem is primarily a supply problem rather than a …
The market is still choosing AI certainty over geopolitical uncertainty
What stands out to me right now is that markets are still clearly prioritizing AI over geopolitics. On one side, global investors are still rewarding AI-linked equities, semiconductors, and capex-sensitive tech names. Reuters described the current setup pretty well: despite ongoing Middle East tensions, equity markets are still being pushed …
Systematic profit-taking - worth doing? Or not recommended?
In early January 2025 my IRA was 80/20 equities/fixed income; with the equities being 100% S&P 500 index fund (VOO). At that time I took $20,000 in my IRA (3.5% of my portfolio) and bought a stock. For the next 15 months, every time the stock gained \~$1,000, I would …
What are everyone’s thoughts on this plan?
30yrs old seeing what everyone has done to be successful. I currently have low monthly expenses and more disposable income to build wealth. I started buying gold the past couple of months. I started buying index and etf stocks (VOO,VGT,SLYV, QQQ, VUG & SCHD) that I contribute 300/ each per …
For experienced investors: how do you separate signal from noise on Reddit?
For people here who have been investing for a while and actually made good decisions from Reddit ideas: How do you filter investment posts in practice before deciding to do your own research? Specifically: * What are your “instant red flags” that make you ignore a post? * What signals …
JEPI a good choice for an IRA 5 yrs from retirement?
Read a bunch generally about JEPI and heard it’s better during a bear market. So the current market is still holding steady but does a downturn automatically mean a bear market? Will the expense ratio eat up the returns? We are really trying to get a DRIP growing to a …
You guys are completely ignoring the Iran conflict and data center circular funding. We're literally repeating 1999.
Look, I feel like everyone here has completely lost the plot. The macro environment is flashing warning signs everywhere, but retail and institutions are just blindly buying the dip like the basic rules of finance stopped existing. Look at the massive disconnect between equities, bond yields, and oil. The Iran …
Is American Express (AXP) a buy?
Hello everyone! I have recently been looking into AXP stock as I believe it is undervalued right now. Here are a few numbers: **P/S:** 2.75 **P/E:** 19.77 **Forward P/E:** 16.03 **Earnings Growth 1 Year:** 14.20% **Earnings Growth 5 Year:** 14.28% **PEG:** 1.12 **P/FCF:** 13.75 **P/C:** 4.62 **Debt/Equity:** 1.73 **Dividend Yield:** …