Posts
What % do you pre-commit to cash before a panic, and does having that number actually stop you from selling everything?
Moved 15% to cash in early June to lock in gains, planned to DCA it back. Pulled the trigger today and redeployed into a global equities fund. Grantham making people nervous, but he seems very early. I’m curious whether a pre-decided number helps you from selling all during a panic.
AI is useful, but who actually captures the profit?
A lot of AI discussions seem to mix two different questions together. One question is whether AI is useful. I think the answer is clearly yes in some areas: coding, document work, customer support, data analysis, medical imaging, internal workflows, etc. But the investment question feels harder: who actually captures …
What’s the next high risk-high reward investment?
A few years back, I remember reading that \~5% of your investment portfolio should be in something that’s high risk-high reward, so that if it doesn’t pay out, no big deal since it’s only 5%, but could be meaningful if it does pay off. It seemed like bitcoin was that …
Who here thinks we'll see S&P 500 at 8,000 by end of 2026?
S&P 500 operating earnings per share is forecast to be $340 for 2026. That's around a 24% growth year over year. At 8,000 we'll have a P/E of 23.5, which is in line with historical modern averages. Majority of the index is in the tech sector. Historical P/E since inception …
What’s with the stigma around stock picking?
I've been noticing that some people get genuinely upset whenever anyone mentions picking individual stocks. What's up with that? Most active investors underperform over the long run. Sure. Risk-adjusted, most underperform too. Also sure. But why does that make stock picking itself something people get hostile about? I feel like …
People who kept DCA’ing through crashes and endless red days how did it actually turn out?
I’m curious to hear experiences from people who kept consistently DCA’ing during market crashes and months of downtrends, what made you keep going when everything kept dropping? How did you stay confident that it would eventually go up again? how did it actually turn out for you? I’d also really …
Anyone else see LandBridge($LB) as an opportunity?
It’s a baby $TPL that just had 80% FCF margins last quarter and 90% EBITDA margins. They have a FWD PE of 34, and this is before any data center agreements, which will be a huge win for them long term. They will collect royalties from all of different use …
If China keeps growing, what are the better ways to get exposure without buying Chinese stocks directly?
Hi everyone, After my last post about whether the Chinese stock market is actually investable, most people basically said to avoid it. I get the concerns. I understand why a lot of people don’t want direct exposure to Chinese equities. At the same time, I still think the China story …
What is everyones opinion on Trump kids accounts? Choosing BNY and Robinhood to manage the initial apps seems suspect to me at best
Seems odd to choose these two companies instead of trusted brokerages but I honestly dont know how this stuff works. I know BNY Mellon from only one thing and that's Epstein trafficking money transactions. As for Robinhood unfortunately I use it and may have to stop but to me it …
Does Fidelity process incoming wires much slower than Schwab?
I’ve noticed that whenever I send a domestic wire from Bank of America, it seems to reach my Schwab account much faster than my Fidelity account. The wire instructions are correct, and both accounts are in my name. Schwab often credits the funds pretty quickly, while Fidelity usually takes noticeably …