Posts
Core PCE jumps to 3% and could go higher with future revisions
So core PCE, the Fed's main indicator, jumped to 3% YoY, way above expectations with a hot 0.4% added in December. What most however don't realize is that this 3% YoY does NOT yet include any upward revisions for October and November which were artificially low because of the shutdown. …
US Q4 GDP comes in at a weak 1.4%
[Q4 GDP](https://www.bea.gov/news/2026/gdp-advance-estimate-4th-quarter-and-year-2025) 1.4% in Q4 is not great. Overall 2025 came in at 2.2% compared to 2.8% in 2024. Consumer spending was still positive but came in at less than 2%, so it's not even just from the government drag that results are poor.
Korean stocks - value king of 2026
After 2 years of bull run, Korean semiconductor stocks remain significantly undervalued and have yet to reach the market position they deserve. When looking at their PE compare to global peers, and upward correction is clearly coming! We are currently approaching a major takeoff moment for the industry leaders and …
Investing in the Five Factor Portfolio
Hey everyone! For the last few months I have been trying to find ways to diversify out of the US market and have a more global portfolio. I came across Ben Felix video on the Fama-French five factor model and read his paper as well as the original paper. I’m …
High-Quality Earnings Are Gaining Attention
Not all earnings beats are created equal, and persistence is becoming the differentiator. AngloGold Ashanti continues to rank high on earnings quality, signaling that current profits are more likely to carry forward. NYSE: AU’s full-year EPS outlook shows upward revisions for 2025 and beyond, suggesting analysts are gaining confidence despite …
Humblebrag your Quarterly Dividend Income
I literally just started this December 2025 with some VTI via Cash App stocks and made $.08 - putting $10 every week into that since. Now I have a few thousand invested via Fidelity so no idea what I'll have this quarter but hoping at least a buck! Your turn. …
Is there a single stock/etf that's more or less guaranteed to at least keep pace with inflation over the next ~20 years?
I've just set up a junior ISA for my daughter and don't really want the burden/responsibility of maintaining a balanced portfolio. I'll be putting in a set amount each week/month and just want to pile it into a single instrument. I was thinking maybe an index tracker or something. I'm …
if I protect retirement savings too early… will it hurt returns?
I've been investing with a pretty straightforward accumulation mindset (broad index funds, consistent contributions, minimal tinkering). lately tho I've been thinking more about risk management and how to protect my retirement savings as balances grow. not because I'm trying to time the market, but because seeing a larger number fluctuate …
Should I move from snp500 to ftse all world?
I started investing about 4 months ago. The first thing I did was put most (70%) of my money into the snp500. After it has gone sideways I realised that maybe holding something more diverse as my main ETF would be better. It’s just that all my life I heard …
UK-US tensions are rising:
The UK is blocking President Trump from using their bases for potential strikes on Iran, per The Times. UK-US tensions are rising: 1. Block is owing to concerns that it would be a breach of international law 2. Trump has withdrawn support for Keir Starmer’s Chagos Islands deal 3. White …