Posts
CME Institutional Flow Analysis (OI/CHGE) – Full Week Overview
This week showed some clear moves across CME sectors. Most assets saw steady accumulation, but the last report of the week brought heavy outflows in a couple of key areas. Here are the numbers so it’s easier to see what actually happened. # 1. Weekly accumulation + Friday’s moves # …
Digital Gold investing in Ogold app in UAE
Disclaimer: I maybe be biased. But I have been investing in gold in uae using the app called OGold and been getting small returns. Basically we can lease our gold in it. No lock can reclaim anytime to sell and earning daily from lease. More you invest more you earn. …
There is only one play right now: The AI hype cycle reset
The 1-5 year timeline to replace half of white collar pros, hyped by Dario and numerous hype lords, is a fucking greedy ass lie. The only move right now is to get the fuck out of AI hype stocks including mag 7. I do believe AI will transform working and …
My theory on why the stock market will always go up, and it has nothing to do with finance
I've been seeing a lot of bear posts lately - tariffs, Iran, government debt, AI fears. All valid converns. But I think they're small compare to the bigger picture. I developed a theory myself in the past two years (not sure if similar thesis has been mentioned by otheres) that …
Tom Nash is one of the few YouTubers giving genuinely solid investing advice
I've been watching Tom Nash for a while now, and in my opinion, he’s one of the only YouTubers I’ve come across who actually provides logical and useful investing advice. So many others on YouTube come across like charlatans, giving vague information that doesn’t really make much sense or adds …
should I add SPMO or VOO to round out my portfolio?
So I’ve been investing since I was 18 and I’m still pretty early in building everything out. My current holdings are NVDA, PLTR, SCHD, and SCHG. I want to add one more and I keep going back and forth between SPMO and VOO. Honestly I’m leaning SPMO just because the …
What is the beta of your portfolio?
I am trying to increase diversification by having assets of different beta value. At the moment I am mostly have equites, gold, and government bonds in my portfolio. I am curios to see how your portfolio looks like and how you diversify based on beta.
In India Investing and trading are getting mixed up and it’s costing people
Something feels off in the current market environment. A lot of people say they are “investing,” but their behaviour looks like trading. And a lot of people say they are “trading,” but they have no defined system. ***It’s all getting blurred.*** Long-term investing is being treated like a short-term scoreboard …
SOX up for 17 consecutive days and up 42% this month
I was making fun of the doomsayers on reddit just a couple weeks ago when the nasdaq corrected more than 10% because of the war. However, this movement on SOX has a bad smell. Last time SOX was up 50% in a single month was in Feb 2000. On top …
The future for AI and tech industry
With the rapid expansion of artificial intelligence and the growing demand for large-scale data centers, much of the investment focus has been on semiconductors and chip manufacturers. However, I’m interested in identifying other less obvious, potentially undervalued sectors that are still essential to supporting this infrastructure. What industries or niches, …