Posts
Rate my long-term ETF portfolio for my 5-month-old
Hi all, I’m building a long-term investment portfolio for my 5-month-old child (15–20+ year horizon), and I’d really appreciate feedback from this community. I’m aiming for a globally diversified portfolio with a tilt toward small-cap and value factors (based on long-term expected returns), while still keeping a strong core. Here’s …
Prediction markets are the killer app of this cycle, and we aren't talking about it enough.
Forget NFTs. Forget the metaverse. Prediction markets are where the actual real-world utility and fun are happening right now. Think about it: betting on real-world events or specific price action is vastly superior to staring at a 1-minute candle and drawing triangles on a chart. You are putting money on …
Relative value play between VCX and DXYZ for the AI exposure
Fundrise Innovation Fund (VCX) listed on March 19th and **went parabolic up 6x from the opening price of $34 (last traded at 190, NAV is $20**). I was an early investor (pre-listing), have many good things to say about the Fundrise platform ([https://www.reddit.com/r/FundRise/comments/1rz6bw0/good\_karma/](https://www.reddit.com/r/FundRise/comments/1rz6bw0/good_karma/)) and this has only strengthened my conviction …
What does a serious angel investor's workflow actually look like in 2026?
Not asking about strategy or thesis. Asking about process. How do people doing a handful of deals a year actually track conversations, remember context between calls, and follow portfolio companies after the check clears? Every tool I've seen is either built for institutional fund managers with a full team or …
is cashapp good for beginners or not worth even using at all
So i have been using cashapp the past week to invest in voo and vt. i have 35$ invested. I was trying to use webull before cashapp but idk if it doesnt allow fractional shares of $5 or something but it did not wanna work so i just got cashapp …
Energy Systems Are Getting More Complex - And Complexity Usually Creates New Winners
One thing I’ve been trying to understand better is how the energy system is evolving from a structural perspective. Historically, it was relatively simple. Centralized generation → transmission → consumption. Now compare that to what’s happening today. We have: * intermittent generation (wind, solar) * distributed assets (EVs, batteries, microgrids) …
What do you think about my PAC as an 18 student?
Hi, i live in italy and after finishing highschool i'll start studying computer engineering in IT (the uni we'll be paid by my parents). When i'll start studying, after working this summer, i'll have a decent amount saved (around 16/18k) and i wanna start investing them from now on. The …
Iran War ceasefire ain't fixing oil prices
Everyone's watching the Strait of Hormuz. That's not the real issue. MST Financial's Saul Kavonic: even if the Strait reopened tomorrow, there's barely anything left to ship. You can reopen a shipping lane in days. Rebuilding energy infrastructure takes 3 to 5 years. The strikes physically erased nearly a fifth …
From Deep Blue to Deep Value
Last time I posted one of these deep dives I got really good feedback. Please let me know your thoughts :) Thanks in advance! Also, sorry for the bad formatting and lack of footnotes, originally was made for substack. “Still no chess program can play even amateur chess.” So claimed …
Copper can price fast. New supply cannot
One thing the market still seems to underestimate is how different copper is from a normal cyclical trade. Price can move quickly. Supply response usually cannot. That is obvious in the current setup. Reuters reported that Grasberg is not expected to return to pre-accident production levels until 2027. El Teniente …