Posts
A Lalapalooza - The Iran War Will Cause an Economic Collapse in the US
First my claim: Inflation from the Iran war is going to cause a financial crisis an order of magnitude larger than the 2008 housing crash. Inflation will topple private credit, as private equity loan defaults rise at the same time it’s hitting the CRE loan wall. That will create selling …
the fifth straight losing week for Nasdaq has been a brutal reality check, a growth company burns cash is a liability
With Brent crude sitting at $115 and the Strait of Hormuz situation killing the rate cut hopium we had, the market is punishing Mag 7, even some boring one like gold or silver. in a high-rate, high-volatility environment right now with the oil spike, I prefer a company that uses …
A Lalapalooza - The Iran War Will Cause an Economic Collapse in the US
First my claim: Inflation from the Iran war is going to cause a financial crisis an order of magnitude larger than the 2008 housing crash. Inflation will topple private credit, as private equity loan defaults rise at the same time it’s hitting the CRE loan wall. That will create selling …
Investing in hard assets to offset inflation and devaluation, avoid taxes, and protect against energy interruptions and hikes
We took a chunk of our retirement portfolio and cashed it in to buy as large a solar array as we could, heat pumps for everything, a battery, and a plug-in hybrid. Our reasoning was that 1. Hard assets are safe from inflation. 2. The energy bill savings are better …
Why the US Dollar Is Climbing
The dollar is pushing toward the top of its 11-month range, and three main factors are behind it: • Investors are moving into the dollar for safety as geopolitical tensions rise • Stronger oil prices are naturally boosting USD demand since oil is priced in dollars • Expectations around the …
15years: What to add to MSCI World?
hi everybody, what do you think about these ETFs in addition to MSCI World? I think about putting one half in MSCI World and split the other half and maybe 10% each of some of those to set and forget for **15 years**. After that I want to get a …
What should I invest in other than FTSE all world?
I have a lump sum of 50k euro I want to invest, I was planning to put it into FTSE but researching brought me to question if I should diversify even more by adding QQQM and SCHD to the mix with a 50% 25% 25% split or even less for …
What brokerage to use as a Singaporean?
I have been using moomoo for 3 months and I heard it charges higher hidden fees via expensive exchange rates as compared to interactive brokers that may seem less user friendly but is the most costs effective broker that also allows global stocks. Should I switch? (I intend to adopt …
Forex trading investing depends on strategy
If you’ve done forex and it didn’t work out, I’ll say patience kicked you off the boat, strategies are important, but knowing when to apply the simplex strategy will improve your P&L margin, for beginners always use the higher time frames to mark key resistance levels and wait for the …
Is Waton Financial’s AI trading agents push actually important, or just another marketable narrative?
Probably more important than the framing suggests, but the narrative part is worth being careful about. The case for taking it seriously comes down to who is behind the research. Tsinghua linked X-Tech and Professor Li Jian bring a quantitative research background that is not typical for retail brokerage AI …