Posts
The SaaSpocalypse: Everyone's Reading This Wrong
I've been watching the software sector meltdown for the past month and I think the market's misdiagnosing what's actually happening here. What everyone thinks is going on: AI is replacing enterprise software. Agents are making Salesforce obsolete. The whole SaaS model is dead because why pay for software when AI …
Inflation Is “Plummeting” But Consumers Still Pay More
Trump highlighted falling core inflation in his SOTU, pointing to a five-year low in some measures. Yet a closer look at everyday life tells a different story:• Electricity prices rose 6.3% in 12 months• Ground beef jumped 17%• Tariffs pushed up prices for furniture, auto parts, and clothesEven if headline …
Best thematic research providers?
Who are the best thematic research providers on AI, automation, space, crypto, and other frontier trends? I’m looking for deep thoughtful analysis. A lot of reports from banks, McKinsey, and gartner seem like fluff these days now that CharGPT can do primers that are just as good.
Scott’s (SMG) up 6.8% since last earnings report. Can it continue?
[https://finance.yahoo.com/news/scotts-smg-6-8-since-163012235.htm](https://finance.yahoo.com/news/scotts-smg-6-8-since-163012235.html) Is this a trend that will continue into the next earnings period? Or is it just a small positive blip on their general outlook? They divested the Hawthorne Garden Company from their main business which was a big failure in the cannabis industry which they did not capture the …
Trump’s “Golden Age” vs. the Real Economy
Trump’s State of the Union painted a picture of a booming economy: soaring jobs, falling prices, and “the roaring economy like never before.” Reality? Not quite. GDP grew **2.2% in 2025** slower than Biden’s last year (2.8%) and far from the “roaring” growth of the 1980s or late 1990s. Job …
Need help. Interviewing with a company that has a Simple IRA
Hey all. I am currently interviewing with a company and have found out they have a Simple IRA. I’ve never dealt with those but have been researching. I’m not loving what I’m seeing. It looks like much lower contribution limits, no ROTH option, etc. Even though they are offering 20% …
Why US Banks are dropping today
If you’re looking at your portfolio and wondering why the banks are bleeding out today, it’s basically a perfect storm of regulatory hammers and policy shifts. * Bank of America just got hit with $250M in fines from the CFPB for "junk fees" and opening unauthorized accounts. It’s a massive …
Looking for a calculator/ website to tell me the approximate closing price of proprietary mutual funds ahead of the close
I realize no one has a crystal ball but hold a lot of proprietary mutual funds from EQ, JPM, 1290 etc in my 401K. Any buy/sell decisions have to be made by 3PM. I would like to have a general idea (I don’t need to know to the penny) what …
The $9M Reverse Split Dumpster Fire - A DD on How to Torch Shareholder Value in 12 Easy Steps
Alright degenerates, grab your popcorn. I've been digging into RIME (Algorhythm Holdings) and this might be the most impressive wealth destruction machine I've seen since that guy YOLO'd his 401k into weekly SPY puts. # The Reverse Split Reality Check February 2025. RIME executes a 1:200 reverse split. For you …
Lithium Has Crossed $25,000 Again, Here Is Why the Structural Setup Looks Different From the 2021 Cycle
Lithium quietly moved back above $25,000 recently and while price momentum alone is not the story, the structural shifts underlying this recovery are worth understanding for anyone with exposure to critical minerals or energy transition themes. The 2021 cycle was driven by a demand shock colliding with an underprepared supply …