Posts
How are you handling the defense sector rally? Buying in, avoiding it, or somewhere in between?
The defense sector has been on a tear lately. Lockheed Martin, Northrop Grumman, and General Dynamics are all trading near their highs, and the momentum doesn't seem to be slowing down with the current geopolitical situation. At the same time, Europe is committing to serious increases in military budgets. Names …
33% revenue growth and a full strategic reset at MYNZ
While everyone is focused on the 100% sensitivity headline, the quieter number might matter just as much: 33% revenue growth year over year in 2024. Mainz Biomed, ticker MYNZ, reported that its lab network business grew 33% in 2024, per its last annual update. For a small diagnostic company, that …
Seeking Advice: Living Off $1.8M Portfolio, Growth vs Dividend ETFs
Hi all, I’m at a point where my corporate job isn’t fulfilling, and I want to start treating my capital as if I might need it to live on long-term. I currently have $1.8M, and I’d need roughly $4k/month to live comfortably in Europe. Im 36 fyi. I’m wondering how …
Money market vs CD accounts
So I have roughly 20k I want to invest. I want atleast half of the money to be somewhat liquid atleast for the next year or so. My financial advisor who I just recently started working with suggested opening cd accounts and splitting the money between my PCOXX money market …
Time to buy the international dip from panic sellers
With the Iran conflict, the price of oil has skyrocketed - well only skyrocketed in relation to the absurd cheap price it was at. This has caused pretty much every non US market to sink hard, with countries like brazil down 10%. There's no way the Iran conflict will touch …
February 2026 was a turning point for China's AI ecosystem and the investment implications are worth understanding
Something structural happened in China's AI sector last month. During a two week window around Chinese New Year, every major Chinese AI lab released frontier models simultaneously. This wasn't incremental progress. It was a coordinated demonstration of ecosystem maturity. Baidu dropped ERNIE 5.0 at 2.4 trillion parameters with native multimodal …
How to find investors for Business
Hi everyone, we’re building a scalable app with a clear monetization strategy (subscription model plus strategic partners). The concept is defined, market potential validated, and we already have an experienced app development expert on board. We’re now preparing for the next growth phase and exploring how to approach the right …
expense ratios - do they actually eat into my returns?
so I've been going down a rabbit hole lately trying to understand investing and honestly expenses keep coming up but I can't figure out if they actually matter that much? like I get that expense ratios and fees exist, but do they actually eat into your returns in a noticeable …
Anyone considered the high energy price impact on the mag 7?
So those who’ve seen my prior posts on this sub know I think the US markets have been overvalued for a while. However, factor the jumps we’re seeing in oil and Nat gas in, plus the fact these guys have compute so f\*king large they resorted to literal f\*\*king JET …
What is your method of keeping up with economic and market news?
Besides reddit, how do you consistently track key financial / economic news to cut through the noise? Both in terms of broad macroeconomic trends and also developments about the companies/markets you’re interested in? What sources / methods are your go to?