Posts
What to do with 25k cash and 2-3 year time horizon?
25K is part of a larger pool of 200K that is a house fund. 175k is currently sitting cash in HYSA savings account. It makes me nervous to tie up house money into equities, but greed takes over it. I want to optimize the gains. And with this current dip …
I went through congressional trade filings from the week before the Iran war started. An Intelligence Committee member bought Exxon twice in early February and.....
Josh Gottheimer is on the House Intelligence Committee. 2/2: Bought Exxon 2/4: Bought Exxon 2/27: Sold Palo Alto Exxon is up 10% since Sold a cybersecurity company stock the day before bombs dropped. Looks like selling off after some wins and buying energy just before an Oil crisis. More questions …
🚨 Meta and YouTube found liable in social media addiction case, potential implications for business models
Saw this on Blossom and thought this was pretty significant from an investing perspective A U.S. jury found Meta and YouTube liable in a case arguing their platforms were intentionally designed to be addictive (infinite scroll, autoplay, notifications, etc.). The plaintiff was awarded $3M, with punitive damages still to be …
What 36 years of investing taught me
After 36 years in the market, a few things became very clear to me… 1. The market leaves clues before it moves Not headlines and not earnings. Sectors start shifting, volume starts building, correlations change.. By the time there’s a “reason,” the move is already underway. 2. News is lagging …
70% voo and 30% tqqq for longterm
What do you think about this ratio for a 30 year hold? I was thinking each year I would incrementally reduce the tqqq percent( ie: year 15 would, I would target closer to 85/15 and moving) I have very high risk tolerance, and I’m just looking for maximum growth potential. …
Are LLM's (A.I.) a good tool for research?
Disclaimer: I'm not asking ChatGPT or Claude or whatever can predict the market. One thing that I've been playing around with recently is using ChatGPT for research. I'll export data from a screener and ask Chat if there's anything noteworthy in my list. In doing this I have found a …
is 2026 the year of renewable energy?
With everything going on in Iran and the strait of hormuz, and the increasing demand for energy from AI, will renewable energy sector be the winner of 2026? The Phillippines is said to only have enough fuel for 45 days, will this be the event that finally accelerates the world …
Questions and Advice for us
My wife and I saved $60,000 last year. In total, we now have around $70,000. We are both 33 years old, we don't have any children, and together we earn $160k per year after tax. We rent a house and have a car loan. We still have $24,000 left to …
The $90B Elephant in the Room: Why Apple Acquiring PayPal is the Most Logical Mega-Deal of 2026/2027
Apple is sitting on roughly $167 billion in cash and marketable securities. For years, the market has speculated on what Tim Cook will do with it. After running the numbers and looking at Apple’s recent fintech struggles, I believe the answer is hiding in plain sight: PayPal (PYPL). PayPal’s market …
Jurisdiction matters most before economics matter
Most investors talk about jurisdiction too late. They treat it like a mine-building variable, something that matters once a project is large enough for permits, financing, and construction. That is backwards. In junior mining, jurisdiction often matters most before economics matter, because it shapes how quickly a project can move …