Posts
Inflation is so high that it's erasing all wage gains (post by Heather Long)
Inflation: 4.2% in May for the past year Wage growth: 3.4% in May for the past year. Americans are getting squeezed financially. This isn't just "bad vibes" about the economy. There is real pain, especially for middle-class olds. It's tough because so many basic items are seeing sizable price increases: …
CNBC: investors are fleeing tech stocks in record numbers
Article: https://www.cnbc.com/2026/06/10/investors-are-fleeing-tech-stocks-in-record-numbers.html --- Key points The AI trade looks like it is finally cooling off. Investors are dumping Big Tech after a strong jobs report pushed Treasury yields higher. The market is realizing that the Federal Reserve may keep rates higher for longer, and that changes the valuation math for …
Thoughts on the Coatue innovative strategies fund(CTEK)?
Has anyone looked into (or invested in) this? Provides quite a decent exposure to AI and related adjacencies under a good/historically well performing fund. Potential bubble aside which will impact some names in their portfolio (and fees + min investment amount), genuinely curious to hear people’s thoughts on this. Thanks …
Thoughts on the Coatue innovative strategies fund(CTEK)?
Has anyone looked into (or invested in) this? Provides quite a decent exposure to AI and related adjacencies under a good/historically well performing fund. Potential bubble aside which will impact some names in their portfolio (and fees + min investment amount), genuinely curious to hear people’s thoughts on this. Thanks …
CNBC: Investors are fleeing tech stocks in record numbers
https://www.cnbc.com/2026/06/10/investors-are-fleeing-tech-stocks-in-record-numbers.html Key points from the Article: The AI hype trade might finally be cooling off. Investors are dumping Big Tech at a record pace after a strong jobs report pushed Treasury yields higher. The market is realizing the Fed may keep rates high for longer. That changes the math for …
AI handed me a dollar and I hated it
I've been investing and trading since I was about 16, and honestly I was really proud of my natural ability for it. I made my first two years of college spending money trading Alibaba, and I pulled a hefty return on NVDA, AMD, and Palantir. I'm a gamer, so NVDA …
Oracle Claims Massive AI Demand. Earnings Will Tell the Real Story
Oracle reports earnings after the market closes today, and the big focus is its AI-driven growth story. The company has moved from a traditional database business into cloud and AI infrastructure. It also claims a large backlog of future cloud contracts, mostly tied to demand for AI computing power. but …
Bonds, FXNAX and FXAIX comparisons
I've seen people throw all their money into FXAIX and letting it ride. Haven't heard any information about FXNAX and other bond funds. The old adage of 100-age = bond holding % is what I've heard before but don't know how well it holds true nowdays.
Is SpaceX the first company where access to capital is part of the business model?
I’ve been thinking about SpaceX and I keep coming back to the same question. Everyone talks about technology, brand, scale, and network effects as moats. But can access to capital become a moat too? One thing Tesla showed is that a very high valuation isn’t just a number on a …
Why I think Berkshire Hathaway is the best investment right now
*Disclaimer: I just bought BRK.B so my analysis may be biased. Data sourced from Tradingview, Xfinlink and FRED. This article is not meant to be financial advice, DYOR.* # tldr; US debt is too big for the old "print and normalize later" playbook, so the next crisis likely gets solved …