Posts
Does checking your portfolio too often actually hurt your decisions?
I used to check my portfolio multiple times a day. Not because I was trading, but because the data was there. Real-time prices. Percentage moves. News updates. It felt responsible to stay informed. Over time I realized something uncomfortable. The more often I checked, the more I felt pressure to …
China Tells Top Refiners to Suspend Diesel and Gasoline Exports
China’s government has told the country’s largest oil refiners to suspend exports of diesel and gasoline as an escalating conflict in the Persian Gulf disrupts the arrival of crude from one of the world’s largest producing regions. Officials from the National Development and Reform Commission, the country’s top economic planner, …
All these years, the only gold I knew about was jewelry. I did not realize there was also a modern version.
Is anyone here experienced with gold? I recently came across digital gold and just learned that it is backed by fine gold. I looked it up and found out that fine gold is equivalent to 24k, which means about 99.99 percent pure gold. Then I started thinking why many people …
Bitcoin just went over $70k and software stocks are ripping. What happened?
Bitcoin just pushed past $70k, and at the same time a lot of software / tech stocks are moving up pretty aggressively as well. I’m seeing strong moves across names in the software space and the IGM/IGV ETFs also had a lot of volume. I don’t see any obvious catalyst …
A tanker was hit by a "large explosion" in the northern Persian Gulf
A tanker was hit by a "large explosion" in the northern Persian Gulf, causing an oil spill, British maritime security agency UKMTO said Thursday The oil tanker is taking on water. [https://x.com/Osinttechnical/status/2029366606518771842](https://x.com/Osinttechnical/status/2029366606518771842)
How do you think my portfolio will hold up with current situations?
what do you think of my portfolio, non US non EU based. 55% SPYL.L 15% EIMI.L 10% IGLN.L 10% [IXUA.DE](http://IXUA.DE) 10% USD Cash I ***might*** need to liquidate 30% (so selling that 10% IXUA and maybe 10% from SPYL or some of gold, depends on how things go) of it …
Be wary of investment advise from Chamath
[https://x.com/chamath/status/2029237354712731972](https://x.com/chamath/status/2029237354712731972) **dp:** How about all the scams through your SPACs, you never came clean about it. Millions of customers lost money. **Chamath Palihapitiya Replying to dp:** Bullshit. **Dude:** It’s not bullshit. I invested in all of them. You pitches were compelling. Then I lost tons. You made tons. Why? **Chamath …
Mom has had an investment guy for 40 years and she has no idea what he does with her money. Can we get ideas what he’s doing by looking at his recent buys?
Most recent buys: FAZ CLOZ FNGD FLRT Mom is getting up in age. Eventually I will inherit her accounts. I’m thinking I will likely sever the relationship with the money guy when the time comes. I’ve heard many times that investment managers never beat the market over long periods so …
UiPath - a contrarian play
Tired of posts about Adobe, Novo, PayPal, and whatever other falling knives people are trying to catch? I have an actual deep value play for you. This stock is down 80% since IPO, which has caused Wall Street to ignore it. They’re sleeping on the company’s fairly recent agentic AI …
How much does the brand of the gold determine its value?
The title pretty much sells it. I simply don't yet know about this as much as I would like to. Does the brand of the gold matter when determining its value? Does it matter if its gold from the Perth Mint, a Hungarian gold coin or a renowned Swiss gold …