Posts
Rules Based Tactical Allocation Strategy (+/-15 e.g. 80/20 to 65/35)
What tactical allocation strategy would you use to shift AA to +/-15% from you age based AA Some age based AA as per Bogle * 80/20 for an accumulator (upto 50 yrs) * 80/20 to 65/35 for someone in their transitional phase (51 to 65yrs) * 50/50 for an investor …
22 countries urge Iran to stop attacks, reopen Strait of Hormuz as US says threat degraded
"A group of 22 countries has called on Iran to halt attacks and restore access through the Strait of Hormuz, warning of global repercussions as tensions in the region continue to disrupt shipping. In a joint statement issued Saturday, the countries said, “The effects of Iran's actions will be felt …
Iran war cut off helium from Qatar, and shortages will start to bite in a few weeks, threatening chip supply chains that fuel the AI boom
> Iran’s attack this week on Qatar’s natural gas export facility threatens to disrupt not just world energy markets but also global technology supply chains because the helium it produces is crucial for a range of advanced industries. https://fortune.com/2026/03/21/iran-war-helium-shortage-qatar-chip-supply-chains-ai-boom/
$TWFG, Inc. - A small-cap insurance trading near 52-week lows
Been following TWFG since it IPO'd in July 2024 and wanted to share some DD on this name since it barely gets mentioned anywhere. Its based out of North Houston in an area called the Woodlands, and seems to serve that geographic region deeply. They are like an infrastructure for …
Would you invest in new company by Trevor Milton who had been convicted and jailed, but donated at least $3.2million to Trump for his unconditional pardon…..??
Would you invest in Trevor Milton’s new company after convicted and jailed for fraud in Nikola and pardoned by Trump with $3.2 million donation….?? “Milton and his wife had also donated at least $3.2 million to Trump’s 2024 election and to political groups and people in Trump’s orbit, including Health …
Living in Taiwan and watching friends make money with Index 0051, How are you guys gauging the “China Factor” risk vs. these 40% returns?
Hi everyone, I’ve been living in Taiwan for the last 10 years, I have some Taiwanese friends heavily invested into Taiwan index funds, specifically the Yuanta Mid-Cap 100 (0051) and the Taiwan Top 50 (0050). Looking at the last three years (2023-2026), these funds have posted incredible performance, with some …
How do investors think about physical gold supply businesses versus gold stocks?
Hello, I’m trying to understand how investors evaluate gold exposure from a business perspective. When you compare a physical gold supply business with gold mining equities, what are the main factors that matter most to you? I’m thinking about margins, transparency, counterparty risk, regulatory risk, and scalability. I’m trying to …
Is China quietly winning without making moves?
Now Russia and the U.S. long considered post-WWII superpowers are both entangled in conflicts that were supposed to end quickly. Instead, they are burning through cash at unprecedented rates. Both ended up triggering their own energy crisis and money crisis. Meanwhile, China watches, potentially benefiting as both old supers powers …
Making a video on Pump and Dumps and their evolution. What are you interested in?
More so, what is the first thing that comes to mind when you think about pump and dumps. What have you associated with them and what are you curious about? If you were to watch an in-depth video about the topic which areas would you want discussed? Any particular examples …
My broker tried to get me into “alternative investments", including private equity
First off, I’m not that sophisticated of an investor. On a call about 4 months ago, my Merrill broker said he was sending a form for me to sign to start trading alternative investments, he might have called something else, but I had heard to be wary of it so …