Posts
I wrote a short thesis on January 13. Four calls. All four working. Here's what I saw.
I put together a forensic macro analysis on January 13, 2026 arguing the soft landing narrative was built on two illusions: resilient headline GDP and an AI CapEx boom that would lift all boats. Three months later the trades are working. Posting the original thesis unchanged. **The four fracture points …
Best options to go from 100% S&P tracking index fund to 80%
Not looking for advice as I am 100% doing this. I am more looking for ideas that aren't obvious. I want to move 20% of my portfolio to something that isn't tracking the broad market. I am thinking a one year CD. Are there any other interesting options out there …
I will catch the next dip
I missed the covid dip, the 2022 dip, the april tariffs dip and now the iran war dip. I will definitely catch the next one though, I am ready. This time is different. This isn't even a shit post lmao, I legitmately missed all of these dips lolol
Rough Percentage of gross income to invest in taxable brokerage
After maxing out 401k and roth ira to irs limits, what is a good goal of percentage of gross income to invest in taxable brokerage? I want to live life freely instead of worrying about investing everything leftover into taxable brokerage. If there’s a solid percentage number I can hit, …
AllBirds and Tempus pivot business model to AI
Lately I noticed Tempus (formerly a liquid biopsy company for cancers) and AllBirds (a shoe company) completely ditched their business and pivoted to AI. The companies are now rebranded to Tempus AI and NewBird AI. I’m assuming there are other companies like this. Yesterday AllBirds stock surged 700% which makes …
How the stock market has performed on each day of the week so far in 2026 -
I found a study this morning that reviewed the annualized returns per day for the S&P 500 in 2026 and the numbers were pretty comical: * Monday: +91.1% * Tuesday: +3.2% * Wednesday: +76.1% * Thursday: -113.4% * Friday: -46.4% So what does this all mean to me?! Investors love …
Is an oil shock almost unavoidable?
I did a lot of research. IEA says this is the biggest shock worse than the past 3 shocks \*combined\*. Southeast Asia has the least amount of oil reserves. Poor countries have between 1-3 months of reserves. The last shipment from hormuz have arrived in US, Asia and EU. No …
Myseum Rebrands as Myseum.AI to Align with Full Suite of Technology and Social Media Platforms
*Myseum surged by 200% in pre-market trading on Thursday after announcing it will rebrand as Myseum.AI, signaling a full shift toward . The stock is gaining attention from retail traders, as the move looks similar to Allbirds’ recent AI pivot. Many traders are jumping in as a . Despite the …
$BTC is right back at that $74.5K–$76K resistance
What’s throwing me off is the bigger picture. The S&P 500 is literally making new all time highs, and yet Bitcoin can’t reclaim this level. In a normal environment, this is where BTC should be pushing higher without hesitation not stalling. Instead, it keeps tapping the same zone and getting …
Do you know of businesses running active fractional ownership/ asset tokenization investments (US, UK, Europe)?
I'm trying to explore real-world examples of asset tokenization platforms. Models where a physical or high-value asset is split into fractional ownership, where multiple investors can buy a percentage stake. Would love to know: • Credible platforms currently active • Asset categories tokenized (art, domains etc.) • Any firsthand experience …