Posts
What’s stopping crypto from being boring, and why might that be good?
Crypto has always been exciting, sometimes too exciting hmm. Scams, hype cycles, and volatility get attention, but they also scare people away. I wonder if crypto becoming “boring” is actually a sign it’s working? Would you trust crypto more if it felt less chaotic?
Who is the best financial advisor?
This is for my dad. With all the ups and downs in the stock market, it is very difficult to navigate the portfolio unless he goes with S&P500 ETF. He is thinking about engaging a financial advisor and would like to get your advice. He has relationships with both Morgan …
I'm staying long LNG after today and here is why the Iran shock actually strengthens my thesis
The Iran escalation pushed Brent briefly above $85 and tanker rerouting around the Strait of Hormuz is real. Most LNG names sold off with the broader market. I added. DOE data from last month already had US LNG exports at a record 13.2 Bcf/d with capacity utilization at 98%. That …
Reviewing Tesla with Alternative Data
Tesla’s been chopping around **$392 to $397** lately and the prediction market distribution mostly lines up with that. The highest probability outcomes sit between **$385 and $400 by period end**, which basically screams **sideways consolidation** rather than a big move in either direction. One thing that stands out is how …
Curious how everyone feels about the KOSPI (SK index) after it dropped nearly 14% today.
Been doing some research and holding a mix of EWY/KORU for a little while now- curious on why the plunge today. Very light research tells me they are one of the most reliant countries on oil imports- obviously bad at the time being. Additionally, with Samsung and SK Hynix making …
Map of Oil Tankers Waiting for Passage Through the Straits of Hormuz
After a recent announcements that US destroyers would safeguard ships passing through the Straits of Hormuz (combined with news that US would insure ships in the Straits) the next question is, has anybody taken the US up on that offer? Is the 20 million BPD that normally transits the Straits …
RE Dead Internet Investing: Simon Property Group (SPG) Stock Analysis
I came across a fairly fascinating [Reddit thread](https://www.reddit.com/r/investing/comments/1rim8e6/dead_internet_theory_long_term_opportunities/) in this sub yesterday, which posed a fairly simple question: with AI exploding in both capacity & adoption rates and the [dead internet theory](https://en.wikipedia.org/wiki/Dead_Internet_theory) becoming ever closer to reality, how can investors capitalize on the inevitable desire for people to form genuine …
What's your actual setup for staying on top of markets? And what's still missing?
Curious how people here actually stay informed day-to-day, not the textbook answer, the real one. Like what apps, newsletters, accounts, or tools do you actually use? And after all of that, what's the gap that still hasn't been solved for you? The thing that still feels slow, overwhelming, or just …
How is the escalating Iran conflict rattling your portfolio today? Mine's down 3% already, But I'm not selling!
US stocks recovered slightly in the afternoon but futures are plunging again after fresh strikes intensified the Iran conflict. My Bitget portfolio took a 3% hit today, mostly from tech holdings getting dragged down. the Dow fell over 700 points (1.4%), the S&P 500 and Nasdaq each dropped about 1.4-1.5%, …
should you invest into s&p500 and global ?
Hi, I’m currently allocating more towards the S&P 500 alongside a global index fund. I’m aware there’s significant overlap between the two, particularly with U.S. exposure. I’m interested in understanding the advantages and disadvantages of structuring a portfolio this way, as there seem to be a lot of differing perspectives …