Posts
When did you stop DIY investing and hire a financial advisor?
Quick question for folks who’ve been through this, when did you decide to stop DIY investing and bring in a financial advisor? I recently came into a bit of extra money (nothing huge, just enough that I don’t want to mess it up), and I’m trying to be smarter about …
Global money supply just hit a record $144 Trillion. Is this the real driver behind the market melt-up?
The latest macro numbers are honestly staggering. According to recent data from The Kobeissi Letter, global broad money supply surged by $13.6 trillion YoY in December, hitting a record $144 trillion. Even crazier: since the 2020 pandemic alone, we’ve added $44 trillion to the system. Everyone keeps justifying high equity …
......AI Or Dot-Com......
***With companies like NVIDIA, Microsoft and Alphabet investing heavily in AI infrastructure.. Do you think we are witnessing a sustainable technological shift or could this mirror the dot com era where expectations outpaced real profitability??.. And which ETFs you prefer more Board tech or Pure AI..*** # What metrics are …
District Metals Corp (DMX)
The 2025 MRE established the Viken deposit as a polymetallic super giant. Stock has fallen 70% due to inquiry into alum shale mining risks to environment with a possible result of municipal veto. Inquiry conclusion is expected in 9-12 months around end of year. However DMX has contracted METS Engineering …
JAKK Bullish Alert: Anime Expansion & Crunchroll Mega-Partnership
Big news for JAKKS Pacific (JAKK) shareholders! The company just announced a massive strategic partnership with Crunchyroll to launch a global anime, manga, and digital creator platform. This isn't just another licensing deal, it’s a fundamental evolution of their growth strategy targeting high-growth pop culture markets. Why This is Bullish …
How does AI benefit the average American?
I can see how AI will benefit the largest corporations and private companies, but how will it benefit the common consumer? It’s not like the internet, where nearly everyone will have access to it inside their homes and use it every day, right? It might make it easier to buy …
Why is the market punishing Workday ($WDAY) so hard? Beat on earnings but still down 8%.
Am I the only one seeing a pattern here? Workday just dropped their Q4 2026 earnings and honestly, the numbers weren't even bad. They beat EPS ($2.47 vs $2.32) and revenue was up 14.5% YoY. But the stock still tanked 8% after-hours and is down almost 40% YTD. It feels …
How do you use AI to analyze stocks?
Today, I saw an announcement from Antropic about their new plugins for Cowork. I had never used Cowork before today. Today, I tried using their new plugins, and for me, it was something incredible. Overall, Cowork is a wonderful assistant. I would be interested to hear how you use AI …
Efficient market hypothesis and earnings call lag
The big news today is that NVDA will declare earnings for 4Q today. The 4Q is now close to 2 months ago. So has the market really not reflected NVDA performance for close to 2 months? What if they had a stellar 4Q but then a big scandal hit them …
Hey guys, just wondering if this looks good?
I’m wanting to start investing my super properly as I’m only 19 and have a long way to go. I’m happy to take on more risk while I’m young. At the moment I’m thinking of: • Property & Infrastructure – 10% • International Shares – 60% • Australian Shares – …