Posts
Is anyone on Wall Street actually doing their job or just doom scrolling and trading?
[https://www.cnbc.com/video/2026/02/20/dramatic-downside-risk-in-some-software-stocks-still-says-vantagerocks-avery-sheffield.html](https://www.cnbc.com/video/2026/02/20/dramatic-downside-risk-in-some-software-stocks-still-says-vantagerocks-avery-sheffield.html)
Stocks slide as tariff uncertainty + AI fears hit markets, bonds climb
Latest market wrap shows risk assets under pressure as traders wrestle with renewed tariff jitters and slowing tech sentiment. US indices opened lower, particularly software and AI-linked names, while bond yields dropped as investors sought safety. Traders are pricing in greater uncertainty ahead of key catalysts like the State of …
The Difference Between Claiming Social Security at 62 vs 70 Is Bigger Than Most People Realize
I came across updated data on average Social Security benefits by claiming age, and the gap is honestly larger than I expected. According to recent numbers, the average retiree collecting at 62 gets about $1,424 per month, while someone who waits until 70 averages roughly $2,275. That’s an $851 monthly …
goldman cut btc etf exposure and increased xrp/sol exposure. rotation or noise?
just saw filings showing goldman reduced btc/eth ETF exposure significantly and increased allocation toward XRP and SOL-linked products. not saying this is some giga-bull signal. but it’s interesting. if institutions are trimming BTC/ETH and adding higher beta plays like SOL/XRP, that could mean: * rotating for upside * diversifying exposure …
"Tesla is not a car company"
People sold me on Tesla as the future of EVs. EVs were going to dominate the automotive industry and Tesla's tech especially the battery tech was so far ahead nobody would ever catch up. Fast forward to present day and Tesla is being passed by BYD. Americans seem to be …
AI Impact on future valuations of stocks
Citrini Research has published a fictional piece on what the world could look like in 2028 if AI keeps improving and intelligence becomes infinitely abundant. The core idea is that unemployment goes parabolic whilst business earnings and GDP remain elevated in a weird bull market. Key Ideas: * AI massively …
Global Copper Inventories Surge to Multi year highs.
The global buildup in Copper inventories continues at a rapid pace. Combined stockpiles across Commodities , the shanghai Future Exchange and the London Metal Exchange have climbed to 1.02 Million tons ; The highest level in 23 years and have doubles since September. Since 2024, Inventories have surged by 380% …
What defensive stock ETFs are undervalued now?
What defensive stocks/ ETFs are you buying that are not at ATH? I checked quite a few of consumer staples ETF and it seems to be overloaded with expensive WMT/COST exposure. Looked at KXI, SCHD, SPHD and they are near ATH. Any recommendations appreciated!
How much should I care about TER when investing long-term?
How much should I care about TER when investing long-term? I going to buy globally diversified ETF, and I can't decide which one should I choose. My goal is simplicity, stable ETF, a covering large and mid caps in developed countries and in China and Taiwan. I am considering thesee …
Payback period guide for starting a business
I'm looking at creating an air bnb property in Sri Lanka. It will cost roughly 50k USD to buy the land and another 50k USD to build a semi-luxury accommodation that I can rent out. I live in a very touristy area and have a good idea about what is …