Posts
Are markets being too complacent about the Iran war?
*In fact, this is the case across several big strains in financial markets today. “In geopolitics, this is not the 1970s,” said Anton Eser, chief investment officer at Dutch asset manager Robeco. “In AI, this is not the dotcom boom. In private credit, this is not 2008.” He’s right. But …
Saved enough for private banking and scared to give green light to buy into market
Hey all, need some advice .. We are high earners and savers.. have 7 figures in money market right now as the bank wealth advisors need a min to start as a client. We don't have the time to manage on our own. First, we are scared as hell about …
Salesforce generates more free cash flow than ServiceNow and Workday combined. So why does it trade at one-third of their valuation?
I have been trying to understand why this stock is down 28% while the business looks like this. $14.4 billion in free cash flow. $72 billion in contracted future revenue. An AI product that went from zero to $800 million ARR in 18 months. The CEO just raised $25 billion …
Need some feedback on my tool.
I built an AI tool that monitors geopolitics alongside market data to create briefings tailored to your portfolio. I'm giving 10 copies away to anyone who would like to use it and provide feedback. I'm not going to post the link here, but if anyone is interested, please message me …
Should I lock in gains now to position for the future?
All across Reddit it seems everyone is so sure the market is gonna go down down down over the next couple weeks til who knows when. I have some money to the side to play with, but a lot is tied up in investments already. Should I move them into …
The entire AGI bet rests on a single island - and the market doesn't seem to care
I've been thinking about concentration risk in the AI trade and I keep coming back to the same bottleneck that nobody prices in. ([AGI Industrial Chain](https://www.bearbull.io/blog/Deep-Dive/AGI-Industrial-Chain)) Every major AI accelerator - NVIDIA H100s, Google TPUs, Amazon Trainium - is fabless. They design the chips but outsource manufacturing entirely. TSMC produces …
Would you invest in Dubai real estate right now, or wait for the dust to settle?
Wow, Dubai’s property scene just got hit hard after those missile strikes shook everything up. Prices dropping fast, confidence taking a real beating overnight… feels like the party paused. Falling knife or golden bottom? Drop your take below 👇 I’m genuinely curious what people are thinking.”
J.P. Morgan, 1 day before the war started: "we do not anticipate protracted oil supply disruptions"
[https://www.jpmorgan.com/insights/global-research/commodities/oil-prices](https://www.jpmorgan.com/insights/global-research/commodities/oil-prices) Probably the worst prediction of 2026 so far Article posted on 27th of February (1 day before the war started): >**Oil price forecast: A bearish outlook for Brent in 2026** \[...\] >Despite a recent spike in oil prices, J.P. Morgan Global Research expects to see Brent crude averaging around …
Nvidia and Nokia collaboration
Recently Nokia increased significantly. What is your take on the announcements of Nvidia for their collaboration? Does it worth to look at it? Is the 6G a major update that can restore the company's profile? I'm looking for opportunistic investments. What are the best opportunities during the war?
Does anyone else feel like stagflation risk is creeping back?
It kind of feels like the market isn’t really afraid of just one thing right now, It’s more the combination of inflation staying high while growth starts slowing down. That’s usually the kind of environment that makes investors uneasy because it puts central banks in a tough spot. Curious if …