Posts
Need recommendations for high-quality, short form content on crypto
Ideally, this person has a background relevant to the field (degree, work), and doesn't repeat the same old video just to get more views. They're not interested in selling you anything. Moreso just truth seeking. An analogy in economics/finance is Defiant Gatekeeper. He does a great job at compressing various …
The COMEX Vault Drain Hypothesis: Is Something Fishy Going On?
Over the past several months I've been digging into the unusual activity in silver and broader precious metals markets: the vault drains, the record delivery volumes, and the price volatility, in an effort to figure out whether there's a real story here or just noise. What I found is a …
Why are people wailing and moaning about SPCX?
I see so many “retail SpaceX investors are weeping” and “anyone who bought SPCX at IPO is under water” posts, and it doesn’t make sense to me. The IPO price was $135 and it’s still comfortably above that. Whenever someone says I’m “under water” because I bought SPCX, I look …
The semis dropped 10–14% in two days and my feed instantly called a recession. I track the cross-asset tape daily and 5 of 6 recession tells pointed the other way, rotation
Two ugly sessions. The whole semi/AI-infra complex, Micron, Sandisk, KLA, Lam, down 10–14%. KLA printed −12% then −11.5%, both on 2x normal volume. That's a real drawdown, I'm not going to pretend otherwise. But the reason I keep a cross-asset dashboard instead of just staring at tickers is for exatly …
Will AMD hit 1T this year
Advanced Micro Devices (AMD) experienced a notable pullback during the regular trading session, reflecting broader volatility or specific profit-taking in the semiconductor sector. On Thursday the stock closed down over 4%, though it showed minor signs of stabilization in extended-hours trading. AMD's current market stance is a classic story of …
What is wrong with my investment split?
I’ve decided on the following investment split. I decided on this split and my main goals are to get at least 10% as an annualised return over 20 years. Is there anything glaringly wrong with the proposed split and would you recommend some other index fund? $600 - HSBC FTSE …
Daily General Discussion and Advice Thread - July 03, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
What's the Smartest Investment Strategy During Rising Global Tensions?
I remember talking to a friend a few days ago about how every time there's news about global tensions, the markets seem to react immediately. It made me realize how difficult it is to know what to do with investments during uncertain times. Some people say it's best to stay …
Data center infrastructure as an asset class: how allocations actually get underwritten
A pattern worth discussing for anyone watching data center infrastructure as an asset class. The headline is a supply shortage: \~1% vacancy in primary markets, 81.5% of under-construction capacity preleased before delivery. But the more interesting structural story is how allocations get underwritten now. It's migrating from operator brand toward …
I don't understand the point of bonds in most portfolios
I've only been investing about 10 years and my portfolio is 80/20 maybe closer to like 87/13 right now. I have an advisor. He didn't explain well why I'm not 100/0. Like he kept saying bonds are stability and ballast for down markets and income generation for up markets, but …