Posts
The K-Shaped Recovery is Real. Here's How I'm Positioning My Portfolio for 2026.
Let's be real, the idea of a smooth economic recovery for everyone is a fantasy. We're in a Kshaped recovery. High-end consumers are splurging on luxury goods (look at LVMH's earnings), while budget consumers are struggling (look at Dollar General's warnings). This has huge implications for your portfolio. You can't …
Could investing in an HSA be risky?
An HSA seems like a great idea since it’s never taxed. But I’ve been wondering if it would become a less than useful investment tool if the US were to somehow move to a universal healthcare system. I’m not sure how that would work or how other countries do it …
Why are the markets even reacting to the Fed Chair indictment?
First, obviously the President attemptiing to indict the Fed Chair simply for political purposes is a horrible, horrible thing for the nation and the economy. I see now that the markets are reacting. DOW down 300 points already and stories of investors being "nervous". My question is....why? Why do the …
The CEO OF $LPG just put some skin in the game
So guys, just Noticed something interesting in the filings today. It appears that, The CEO of Dorian LPG, who already also owns a big chunk of the company just bought 15,000 shares at around $27.30 on Jan 10, it’s about $400k of his own money. I don’t know about you …
Thoughts on newmont and other mining companies ?
Right now there is a huge bull run for mining companies as rare commodities experience huge appreciation. I’m thinking of moving out of tech and more into mining- and I’m wondering what you guys thinks or larger “blue chip” like mining companies like newmont and their upward mobility. I’m not …
Dollar dips, gold at record high as US prosecutors target Fed's Powell
Source - https://www.reuters.com/business/finance/global-markets-global-markets-2026-01-12/ The dollar and Wall Street futures dropped and gold jumped on Monday as Federal Reserve Chair Jerome Powell said the Trump administration had threatened him with a criminal indictment over the refurbishment of the central bank's headquarters. This escalated worries about the Fed's independence from political influence …
What happens if a brokerage firm gets hacked or goes bankrupt?
Is it wise to spread life’s savings in multiple brokerage accounts or the fear is unfounded? Has something like this happened in the past and what was the outcome? I feel this specially concerning given that Fidelity which is my main brokerage is a private company and presumably not very …
If markets don't go down heavily due to prosecution of Powell, will that incite Trump to go further?
The past few weeks we have seen how Trump has gone further and further into authorianism, removing all shackles of oversight & limits to his power. So far the market hasn't cared, not for inciting civil war, not for invading other countries, not for wanting to abolish NATO and now …
Where I’m at (And why I’m sharing)
I’m 20 from Australia, qualified in a physically demanding trade. I work early mornings, long days. I earn around $1,800 a week after tax including overtime, and in the next few weeks my hourly rate goes from $47 to $55 an hour. I’m posting this because I want honest feedback, …
Investment options for EU digital sovereignty?
If the EU wants to get serious about being less dependent on US companies like Microsoft and Amazon, it will need to create its own hyperscaler ecosystem. Probably by building up whatever companies have the most relevant know-how already. As someone who wants in to invest in this, my question …