Posts
Platform for All Investments
I have been using Monarch for the past few months, and overall, it is a good platform, but the Investment component, which is critical, is very much underdeveloped. Monarch groups assets in what the platform calls broad categories (ETF, Mutual Fund, Stock, Cash, etc.). The issue is that ETFs and …
Market Data as SQL Database
Over the last week I decided that I wanted market / fundamentals data in a SQL database, so I setup some data pipelines that run daily. It's pretty niche, but since I work as a DB admin during the day, I'm actually more comfortable in SQL for stock screening / …
Anyone else exhausted watching their investments swing wildly because of political theater they have absolutely no control over?
I work hard. I save. I invest long‑term. I do everything “right”. And yet, my financial future keeps getting whipped around by ego fights, speeches, elections, and policy chaos that have nothing to do with fundamentals. It’s not just numbers on a screen - it’s years of effort, security, and …
What actually happened inside the investment committee on the deal
One deal I was involved in really changed how I think about “good projects.” On the surface, everything looked strong. The sponsor was experienced, the concept made sense, and the numbers looked reasonable. From the borrower’s perspective, it felt like a straightforward case for approval. But once the deal reached …
Copper stocks 2026 -- The supply deficit is real, here's the full breakdown and which names are worth watching across the market cap spectrum
The copper supply story has been building for years but 2026 is when the numbers actually force the issue. This is my attempt at a comprehensive breakdown -- covering the macro, the major names, the ETFs, and one small-cap operator that keeps coming up in my research. The macro case …
Stop saying “don’t look at your portfolio every day.”
Most people read or listen to the news. The news is constantly updating the state of the markets. If a person is invested in the S&P500 and opens the Wall Street Journal or the New York Times, there’s always going to be a big red or green number plastered across …
Trump’s Weekend Deal Push Is Already Moving Gas Before Anyone Signs
The strangest part of the latest ceasefire trade is not that Trump is talking up a deal. It is that markets are being asked to price a framework that Iran still publicly says does not exist. That tension is the whole story. The White House is extending deadlines, pausing threats …
Gold ETF Momentum Analysis
Gold ETF Market Alert: Momentum -571 and RSI 35.7 A Gold ETF momentum of -571 paired with an RSI of 35.7 is an extreme and rare signal. This suggests the market is bracing for a potential credit crunch. Liquidity Crisis Signs Typically, gold rises during war, but a crash to …
For veterans, how are you emotionally weathering this storm?
Been investing post COVID and things were going well for me. I'm mostly into index ETFs and a couple large cap stock picks. My plan is more long term and passively managed, so factually I'm shouldn't be worried. But the culmination of the insanity since Trump took office is chipping …
Rebalancing taxable accounts
hello, I have a taxable account that is currently down in value from earlier this year. the assets are largely in loaded mutual funds, which is not something I was fully aware of when my last advisor put me into those funds. I would like to sell the majority and …