Posts
What "passive income" or trading strategy is currently ruining the financial lives of people who think they are outsmarting the system?
Anything promising easy, high passive income with minimal downside is usually either overhyped, incomplete, or transferring risk to you. People get ruined when they treat markets like a vending machine instead of a probabilistic system that punishes overconfidence. Start with boring, proven allocation and scale slowly if experimenting.
Verizon earnings… feels like EPS is the least important part this time
Been looking at Verizon going into earnings and honestly, this doesn’t feel like a typical “beat or miss” setup at all. EPS will get the headline, sure, but I don’t think that’s what’s actually going to move the stock. What I’m more focused on is how the whole Frontier + …
USD/JPY is sitting near ¥159 - ¥160, and it might look stable, but it’s actually a pretty loaded spot.
This week, both sides of the pair are in play. The BoJ goes first, then the Fed, with US rates still around 3.50%–3.75% while Japan remains much looser. That gap is what’s been driving the move higher in the first place. At the same time, ¥160 matters. It’s a level …
With a “super central bank week” approaching, will gold face a directional choice?
In recent days, many people in Asian markets have been mentioning "Super Central Bank Week," which refers to the upcoming interest rate decisions from the US Federal Reserve, the European Central Bank, the Bank of Japan, the Bank of England, and the Bank of Canada, all scheduled to be announced …
Bitcoin and The Paper That Fooled the World
Imagine you write your name, or any arbitrary identifier, such as a random string like “qViLJfdGaP4EeH”, on a piece of paper. Next to it, you write “50.” You then ask a friend: What does this “50” actually mean, what referent it represents? Is it a length? A temperature? The number …
Building the new operating system for equity research. Looking for feedback from self-directed investors
Hey everyone, I’m an entrepreneur and a long-time self-directed investor. I'm currently building the new operating system for equity research, and I could really use some outside perspective. To be completely clear up front: **this is an ask for help, not a promotion.** We haven't launched publicly yet, and there …
Gold rebounds above $4,700 as Iran signals talks on Strait of Hormuz
Gold climbed back above $4,700/oz on Monday after reports that Iran sent a fresh proposal to the United States focused on reopening the Strait of Hormuz and extending the current ceasefire to make room for negotiations. The message, said to be passed through Pakistani mediators, indicates Iran wants nuclear talks …
Used to own a lot of STRC. Sold it all on Friday. This is why.
STRC is the preferred equity issued by Strategy, the software company transformed into a Bitcoin hoarder by Michael Saylor. For the longest time, Strategy’s logic had been that it can issue shares at a premium to its NAV per share and use the cash to buy more bitcoin, making every …
China market reform plus AI capex may be a bigger story than the headlines suggest
What caught my attention is that China’s story may be getting more interesting on two levels at once. First, there are signs of continued market-structure reform: qualified foreign investors are now allowed to trade treasury bond futures for hedging, and the Shanghai exchange has revised trading rules in ways that …
Do you think learning AI is important for people working in finance today?
Hi everyone, I’ve been noticing how AI is slowly becoming part of finance work. I recently started exploring it, and even basic use has helped me save time and understand data better. I’m still learning, but it feels like an important skill for the future. What do you all think …