Posts
Copper deficits are being created by mine failures
The copper market keeps getting framed as a demand story. EVs, grids, data centers, electrification. All true. But that is only half of it. The other half is uglier: the deficit is increasingly being forced into existence by mine failures and disrupted output. Grasberg’s September 2025 mudslide pushed recovery back …
Planet Labs surges after earnings, perhaps the next ASTS / RKLB?
While everyone was chasing the $RKLB and $ASTS pumps, **Planet Labs ($PL)** just dropped a monster Q4 report and the market is finally waking up. Stock is ripping in the premarket and hitting new All-Time Highs. **The "Too Long; Didn't Read" on why this is moving:** * **Massive Beat:** Q4 …
Valorem Capital Capital- private equity fund offering 41.9% IRR with monthly distributions. Is it Legit or Scam?
Does anyone have any experience with this fund? They have a real estate land fund and a private equity fund that invests in blue-collar businesses. This is the first fund, so wonder if anyone has worked with them or seen their track record and whether such annual return (with monthly …
Stocks off session lows, but why?
Been following the market as the day goes on, what’s the reason for the slight rebound? CNBC said that Netanyahu promised “help to open the strait of Hormuz” and that “Iran has lost the capacity to make ballistic missiles and enrich uranium” https://www.cnbc.com/amp/2026/03/18/stock-market-today-live-updates.html Does this reassure investors enough to buy/hold …
Phone app for instant & daily stock alerts?
I've tried a few apps (Benzinga, Yahoo Finance, Stock Alarm) that do some of this but none do it quite how I'm looking for. Is there an app out there that does the following? I don't mind a sub fee. * Takes my tickers and pushes instant notifications for *major* …
Anyone familiar with Computershare? Decedent has common shares to a delisted company, which appears both in Computershare and as "other investment" on the Schwab statement. Schwab account has TOD listed, while Computershare does not....who do these shares belong to?
Reviewing a decedent's documents, who has Computershare statements reflecting shares of National Healthcare Properties REIT. They also appear on Schwab's statements as "other investments". I don't really know what Computershare truly is, or what the affiliation with this and Schwab is. But long story short - there's $25K market value …
Estimating cap gains taxes on fund
I own a bit over $22k of NPRTX and am looking to sell to reallocate the money into a better fund for dividends. I bought the shares years and years ago with DRIP on and do not have the information for the cost basis of the shares owned. I am …
Going from single filer to joint filer this year, trying to time my stock sales correctly
Seven years of mostly index funds but also some individual stocks I have been holding long term. Some positions have appreciated significantly and I have been pretty careful about managing when I sell to stay within the 0% long term capital gains bracket. Getting married in September. My fiance also …
If You Wanted Federal Energy Deals… This Is Exactly The Team You’d Build
If you step back and think about what it actually takes to win federal or defense-related energy contracts, it becomes clear pretty quickly that it’s not just about having a product. You need the right positioning. These types of projects sit at the intersection of energy infrastructure, security, logistics, and …
Just in: Trump says Fed chair must cut rates immediately
I'm watching Trump live from Whitehouse presser with Japanese delegation and he's criticizing current Fed chair and asking him to "lower rates immediately" calling him "incompetent and stubborn". I assume Trump would get rates lowered once his favorite Fed guy takes over. What he has said to shows he doesn't …