Posts
SaaS names are getting clobbered, mispricing, or structural shift?
Crazy seeing a lot of the SaaS names getting absolutely pulverized. Hard to tell which names will lose their moat to ai and which are being mispriced. I think the easiest way to win this is to be in index funds but wow some of these names are tempting. What …
Uninvested cash at Fidelity and Schwab
With Fidelity and Schwab being the leading online brokers, I find it strange that uninvested cash (sweep) at Schwab earns close to 0% while uninvested cash at Fidelity earns money market returns. (Trading at Fidelity is done directly from a money market. At Schwab one first one must move the …
ABB to divest Robotics division
ABB confirmed last October (2025) that will divest their Robotics division to Softbank Group Corp (source: [https://www.abb.com/global/en/news/129685](https://www.abb.com/global/en/news/129685) ) This is of course for me a signal to take out ABB from my pool of Robotics stocks - and a signal to you since I haven't seen this news reflected in …
Sandisk & Micron. Stocks instead of index funds
Hey, so I generally only invest in index funds but recently I’ve been looking at stocks. Obviously Sandisk and micron are crazy right now - I wondered if it was worth still buying those? I think Sandisk looks like the better option. Or if I’ve missed the boat? Is it …
Rep bought IBM at $302 on Jan 8. Jan 28: Earnings beat. Jan 29: Analyst sets $370 target. Filed in 7 days.
Freshman Rep. David Taylor (R-Ohio) bought IBM on January 8 at $302.72. Filed it 7 days later (way faster than the 45-day requirement). Here's what happened next: **Jan 27:** Jefferies upgrades IBM from Hold → Buy, raises PT from $300 to $360 **Jan 28:** IBM beats earnings (revenue up 12%, …
U.S. Manufacturing Activity Expanded in January
The U.S. manufacturing economy surprised investors on Monday with something they’ve long waited for: Growth. The Institute for Supply Management’s Purchasing Managers Index, or PMI, rose to 52.6 in January, up from 47.9 for December. Economists surveyed by FactSet expected a reading of 48.9, so things were better than expected. …
What's next for precious metals - Why gold and silver will go to zero
A few days ago, I [predicted](https://www.reddit.com/r/investing/s/7Kw5eb4OMq) that gold and silver would crash and that people should sell out before the US dollar comes roaring again due to renewed faith in the administration. Some people took my advice and made a lot of money, others got caught in the action and …
Any recs for transferring a solo 401k from Ascensus that uses Vanguard's 2065 target retirement fund? What should I know?
I am self employed. I have a 401k I opened with Vanguard and I have everything in their 2065 target retirement account. The account got rolled over into Ascensus. I discovered on a call just now with Ascensus that my fees will be increasing to over 100 a year. Coupled …
Psychology of being ahead of the times
I was thinking how is it possible I am always ahead of the times. I think it boils down to genuine open mindedness. Not in the sense where you're open to ridiculous notions. There are the majority of people today who are like that. And they think they're open minded. …
Can anyone explain what happened with Astra Zeneca today? Why has it reportedly doubled in share price since Friday?
All morning, my portfolio was showing up 104-107% for this holding and then in the afternoon, it dropped to up only 2.5-3%, but the price went from in the $90's on Friday to over $190 today and didn't drop to reflect only 2-3% gain (it's still in the $190's per …