Posts
Finally hit a personal milestone
Finally hit a personal milestone of 1k per year dividends. No one else to really tell since I keep this private. My next goal is to see 250k (all accounts). Wanted to thank the community for the wealth of knowledge. I don’t take what I see here as fact but …
Is private credit vibing 2007?
It seems that private credit is hitting the 2007 securitized mortgage loans type "we don't know what is inside there" scrutiny - watch this space carefully and hope there is no contagion into the broader market and the economy. The middle east sovereign funds' investment behavior going forward is unknown …
Defense Spending Is Quietly Becoming a Major Driver of Copper Demand
Most conversations about copper focus on electric vehicles, renewable energy, and power grid expansion. Those are clearly major demand drivers. But another sector is quietly emerging as an important source of copper consumption: defense. Global military spending has been rising steadily and is projected to accelerate significantly over the next …
Q4 GDP growth revised down to just 0.7%
Hold on to your butts. This is not good in conjunction with possible sustained high oil prices. I tend to be optimistic things will work out in the long run but now is a great time to rebalance if you are overexposed to risk assets relative to your strategic asset …
Investors Hunt for Hedges as War Shatters Decades-Old Strategies
The intensifying conflict in Iran has disrupted long-standing financial patterns, causing stocks and bonds to move in unison rather than offsetting one another. This shift has rendered the classic 60/40 portfolio ineffective, as traditional safety nets fail to protect against the threat of stagflation. To navigate this instability, fund managers …
ONDS is turning into a defense robotics play with big growth targets
Ondas Inc. (ONDS) is one of those small-cap tech stocks that quietly shifted its business model over the last few years. What started as an industrial wireless network company is now positioning itself as a defense robotics and autonomous systems platform. The company operates through its Ondas Autonomous Systems division, …
A lot of people are leaving crypto right now. What's keeping you here?
Genuinely curious... not looking for price predictions or hopium, just honest answers. For me it comes down to two things: 1. I don't see a realistic world where this technology doesn't get adopted in some meaningful way. The rails are too useful. 2. What other industry ships this much chaos …
I Analysed top 100 Software Companies By Earnings So You Dont Have To
In my research of finding great companies below fair value I went through the top 100 companies that sell software by earnings. Software companies are cheap right now even though they are great companies, because of AI disruption fears. But as long as AI has not proven any real large …
Strange time for European investors and US stocks
I had been keeping some cash on the side in a HYSA since it was obvious the war with Iran would happen (first carrier on the way there) to invest in the S&P when it went down but somehow the opportunity isn't happening. The USD recovery (at least vs EUR) …
The Vocabulary Trick: How Bitcoin Fooled the World
In 2008 a paper titled Bitcoin: A Peer-to-Peer Electronic Cash System was published under the name Satoshi Nakamoto. In it, the author presented a peer-to-peer database that records which numbers are assigned to which cryptographic keys as a payment system. By using terms such as cash, coin, commerce, transaction, and …