Posts
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 …
What are the point of bond funds? (SWAGX)
I have about 25% bonds in my portfolio. I set this allocation back when I started, so I would at least Be somewhat protected. Looking at performance I might as well kept it in a HYSA or something. I know if interest rates drop bonds would go up but they …
Investing vs Buying a Nice Car? or Try to Do Both? I am Young, Worth It ?
Hey everyone, I’m in my 20s, currently investing **$1,000/month into VT ETF**, and working on growing my income with side gigs. Now I’m stuck between: * continuing to invest all extra money, or * buying a **nice car** I know the long-term value of investing early, but I also feel …
So much for a cease fire in the US/China trade war
[China pressing for tariff concessions while fighting a Pentagon blacklist](https://www.scmp.com/economy/global-economy/article/3358369/china-vows-seek-tariff-cuts-us-while-decrying-its-malicious-trade-acts?module=top_story&pgtype=homepage) \-- South China Morning Post. Apologies for the paywall. It's only a matter of time before other media outlets pick up this story.
Money market fund vs Blue chips vs all-world ETF
Goal is waiting for a good entry after yet another crash. So as far as I see it, my options are: - Money fund for around 3% returns (Euro based one, I know the Dollar would be at 4%) - Buy blue chip stocks (insurances, consumer goods, real estate), either …
Bravos Research: a warning before you trust them with your money
I'm writing this post in good faith. I read the rules and I don't think I'm breaking them. I only want to help people who google this company. I'm not even going to write any direct criticism: just explain where it can be found and how it was buried. Bravos …
Did SpaceX hype turn a bunch of smaller space companies into temporary momentum trades
I have been following the space sector since months before SpaceX secretly filed for IPO and one thing that’s been bothering me with the whole post SpaceX IPO rundown is how a bunch of actual space companies with real businesses got temporarily turned into “SpaceX proxies” by investors who probably …
Acn/ctsh/epam/glob/infy are no longer hi-tech premium stocks. Trending down to staffing agencies with 0.3-0.6 Price/sales cap
ACN, CTSH, EPAM, GLOB, INFY are no longer being priced like high-tech premium partners. They are trending rapidly toward the valuation graveyard of staffing agencies, heading straight for the 0.3-0.6 price/sales ratio The software-adjacent multiples of the last decade have unraveled. When growth relies on linear headcount expansion, it simple …
Wendy's (WEN) - I really like the stock
Wendy’s (WEN) has recently become one of the meme-stock names on WallStreetBets, but I think the more interesting point is that WEN is not just a squeeze trade. As a standalone investment, I find it much more compelling than GME was before its original short squeeze. Funny side note: I …