Posts
Iran War ceasefire ain't fixing oil prices
Everyone's watching the Strait of Hormuz. That's not the real issue. MST Financial's Saul Kavonic: even if the Strait reopened tomorrow, there's barely anything left to ship. You can reopen a shipping lane in days. Rebuilding energy infrastructure takes 3 to 5 years. The strikes physically erased nearly a fifth …
From Deep Blue to Deep Value
Last time I posted one of these deep dives I got really good feedback. Please let me know your thoughts :) Thanks in advance! Also, sorry for the bad formatting and lack of footnotes, originally was made for substack. “Still no chess program can play even amateur chess.” So claimed …
Copper can price fast. New supply cannot
One thing the market still seems to underestimate is how different copper is from a normal cyclical trade. Price can move quickly. Supply response usually cannot. That is obvious in the current setup. Reuters reported that Grasberg is not expected to return to pre-accident production levels until 2027. El Teniente …
Ignore the fear on Reddit
I come on here daily and see the same thing, posts predicting where the market’s headed next. Covid, tariffs, Iran war, whatever the headline is. Same fear, different day, everyone’s got a crystal ball calling the next bottom or the next 30% drop. I started pouring my cash savings into …
15-20 year early retirement brokerage account
Hey all, Looking for some confirmation/advice on the following blend of ETFs that we plan to invest in for the next couple decades to aid in hopefully retiring (mostly) a bit early. We plan to place recurring deposits and invest in the blend below. We will not be looking to …
$3.8 trillion in 9 minutes, on a single caps lock post
This morning, Trump posted on Truth Social that the US and Iran have had "very good and productive conversations," and suspended strikes on Iranian power plants for 5 days. In 9 minutes, global markets surged nearly 4%. $3.8 trillion in market value created in the time it takes to make …
Algorithmic or Insider Trading? … Again!
CNBC today reported the spike in Equity options and sells for Oil futures, 15 mins before Trump rotated markets with a single social media post. Will there ever be an SEC investigation? Volume in stock and oil futures surged minutes before Trump’s Iran post https://www.cnbc.com/2026/03/23/volume-in-stock-and-oil-futures-surged-minutes-before-trumps-market-turning-post.html?\_\_source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard.
The Art of Language by Orange Head
The market feels like it’s losing its mind more and more each day. One tweet can send everything flying or crashing. Honestly, it’s become a bit too much. I used to think of investing as a fun challenge, but now it just feels like I’m gambling with my savings. Seriously, …
Broker kept my options profits
I call Charles Schwab and ask to speak to someone who can help me with some options contracts I purchased on my brokerage account. A Schwab rep transfers me to a broker who specializes in trading. I ask the broker if he can confirm whether or not my 10 NVDA …
I started tracking when politicians trade stocks before votes. Found a few interesting ones
been poking around with congressional stock trade data and noticed some timing that's hard to ignore filtered for trades made within 30 days before a related vote and a few jumped out: * April McClain Delaney (D-MD) bought Clean Harbors (CLH) the day before voting on the ROTOR Act * …