Posts
the world’s largest crypto exchange just got benched by Europe for its own track record and smaller competitors are cashing in
binance is telling eu users country by country that its done,it told french clients its entity is no longer in a position to accept new clients and will stop offering crypto services there from july 1 and then confirmed the same notice went out across other eu markets. this wasnt …
oil glut ..market massively oversupplied
|Market needs just 12mb/d|June 2026|July 2026| |:-|:-|:-| || |||| |EW Pipeline|2.0|2.0| |Russia + Iran Oil on Water|1.5|1.0| |China Import Reduction|4.0|5.0| |UAE Fujairah Pipeline|2.0|2.0| |Iran Crude Exports|3.5|4.0| |Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0| |Rest of World SPR Release|1.0|1.0| |US SPR Release|3.0|2.5| |Production Cuts outside Arab Gulf + China|0.0|0.5| |**Total Extra …
US SCV and LC momentum both outperforming market
Hey all, I have read many times over that that small cap value and large cap momentum tend to outperform the market during different cycles. However, AVUV and SPMO have both greatly outperformed VTI so far in 2026. Is this an anomaly, or are there often periods of outperformance overlap …
To what extent do you use AI to help you?
Is it more of a time saver? Or do you think it has given you an edge/special insight? Or something else? The things I hear people do with say Claude code makes be intrigued to hear how retail is leveraging AI. And whether it’s offering anything that really moves the …
Lost 70% on XRP. What would you do?
I’m a 25-year-old male software engineer. Most of my investments are in ETFs and stocks, but I wanted to try crypto with a portion of my portfolio. Unfortunately, I bought XRP close to the top and I’m currently down about 70% (~$6,000 loss). I’m trying to be rational about it …
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT is something like ~$10 (2-3%) from it's **November 2021** price. The company is printing money, with something like 18% revenue growth for 8 consecutive quarters. It's literally cheaper now than the April 2025 tariff crash. Biggest bargain on the market right now, IMO.
Anyone here ever invested in a fund BEFORE it scaled?!
Hey all, I figured this might be the right corner of the internet for this. After spending years as the #2 at a long/short fund in NYC (we grew from $8M to $500M+), I left New York and decided to build something of my own here in Orange County CA. …
FKSAX and FZROX - keep both?
My company recently changed from vanguard to fidelity for our transitional 401k. I was moved into having FKSAX as one of my holdings. I also have FZROX for my Roth IRA personal account. Does it make sense to hold these two? I am leaning towards switching out FZROX from my …
Core PCE inflation rises to 3.4% making Fed hikes soon very likely
Core PCE inflation just got released and went up from 3.3% to 3.4% so certainly not going back to the Fed's target of 2%. Headline PCE inflation even hit 4.1%. Consumer spending also came in stronger than expected. Personal consumption expenditures rose 0.7% for the month of May. Different firms …
Standard broker watchlists are boring and designed to make retail lose money. (A former Big 5 Strategist's perspective).
Hey everyone. I spent a few years on the institutional side working as a Big 5 banking strategist, and honestly, watching retail get chopped up during these high volatility weeks is brutal. The biggest issue I saw from the inside is that retail tools are basically just noise generators. Your …