Posts
Vietnam opportunity according to Mark Hulbert
Yesterday Mark Hulbert suggested in a Morningstar article that there is an opportunity for retail investors to pick up Vietnamese stocks before FTSE Russell’s reclassification of Vietnam as an emerging market, which would cause index funds having to buy Vietnamese stocks that were not previously a part of their index …
Gold at $5,000: Is this a peak or is there more runway? What are you doing with your gold holdings?
Everyone's asking whether gold at $5,000 is the top. So I went through the actual data, five decades of cycles, central bank flows, real interest rates, and tried to answer it honestly. First, let me kill a myth. Gold is NOT a hedge against stock market crashes. What it actually …
Gold at $5,000: Is this a peak or is there more runway?
Everyone's asking whether gold at $5,000 is the top. So I went through the actual data, five decades of cycles, central bank flows, real interest rates, and tried to answer it honestly. First, let me kill a myth. Gold is NOT a hedge against stock market crashes. What it actually …
Ai funds or just stick to index?
I am interested in investing in ai funds, like "Allianz Global Artificial Intelligence EUR" but i feel the cost of the fund is a little to much, is it worth it in the long run, since it most likely will be increasing over the years? Or would just a normal …
Why does nobody talk about the securities lending market even though it's huge?
I’ve been reading more about how institutional markets actually work behind the scenes, and one thing that surprised me is how big the securities lending market is. Most retail investors talk about buying stocks, holding stocks, or short selling. But there’s this entire infrastructure where large institutions are constantly lending …
What are some niche and interesting market trends?
Moving away from the obvious ones (data centres, infrastructure, aging population, etc.), what are some overlooked upcoming market trends? Does not have to be anything groundbreaking, just interesting enough to be worth looking into! Very curious to hear everyone’s thoughts.
Does closing an old position to open a new one cancel out the extra tax hit from short term vs long term gains tax?
I bought ASTS calls last September and my position was 70 calls of $12.5 1/15/2027 expiration. I've been selling calls on these calls throughout and today my position got closed by Robinhood because my short strike was $87 (and I suppose Robinhood thought there was risk even though ASTS closed …
What insights would you try to extract from a large dataset of SEC comment letters?
I’ve been working on aggregating SEC comment letters and company responses from EDGAR into a dataset so they’re easier to analyze. The filings are public, but they’re scattered and not particularly easy to explore systematically. When I first started digging into the data, I expected there might be some obvious …
Help me understand how to use margin on Robinhood
I’m an RH gold member and interested in using the $1000 interest free margin. I deposited $2000 in a margin account, enabled margin investing, set the borrow limit to $1000. Any time I check stocks, my buying power is still $2000. What am I supposed to do to be able …
An Exodus of Money Endangers Wall Street’s Private-Credit Craze
>The private-credit engine that[ powered massive growth on Wall Street](https://www.wsj.com/finance/investing/investment-funds-new-financial-supermarkets-9b8187d7?mod=article_inline) is sputtering, with investors trying to pull money out of big funds, forcing firms into uncomfortable decisions and endangering their future profits. >The latest example came Wednesday when Cliffwater told clients that investors in its largest fund asked to cash …