Posts
Tariffs has made supply via Russia the cheapest option (in some cases)
I thought this was a fun share, with all the tariffs volatility, there are a number of products whose supply chain is now cheaper via Russia. I have been playing with search tariff and found some edge cases worth noticing for anyone trying to map supply chain to edge on …
Scott Bessent’s reputation
https://www.politico.com/news/magazine/2025/04/13/scott-bessent-trump-spending-00286211 How is Treasury Secretary Scott Bessent’s reputation and effectiveness compromised by the incompetence of the Senior Counselor for Trade and Manufacturing, Director of the National Economic Council and Secretary of Commerce (and POTUS)? Or is he ruining his reputation all by himself? We all thought this guy was great …
Reasons to liquidate a portfolio early
Hello, I started investing passively in 2019, and today I’ve decided to begin liquidating my six-figure portfolio, as I’m currently sitting on significant gains. **Why do I think it’s reasonable to start liquidating now?** I’ve been following the latest news about trade wars with a sense of enthusiasm, hoping for …
"There was no tariff 'exception' announced on Friday." Donald Trump
What the actual fuck? How is anyone supposed to do business under this administration? Literally in under 3 days we went from exceptions announced for smartphones, laptop computers, hard drives and computer processors to having that pulled back because of one schizophrenic TruthSocial post? https://truthsocial.com/@realDonaldTrump/posts/114332337028519855
Danish and Canadian pension funds allegedly considering majour offloads in US public equities, does this impact market tracking ETFs VOO?
[https://www.ft.com/content/6eea2278-556a-4395-9f6a-42cf2c6c2363](https://www.ft.com/content/6eea2278-556a-4395-9f6a-42cf2c6c2363) CPPIB Canadian Pension Plan Investment Board has $500 billion+ USD in assets and Denmark's retirement funds are considering selling their USA holdings apparently. Article mentioned a few of Denmark's retirement funds like Anders Schelde which has $20 billion USD. It was saying that they are considering reducing USA exposure …
Retirement investing, 401k, Roth IRA, HSA
Hello, I’m trying to max out my employers Roth 401k as well as my Roth IRA this year. Do you contribute to mainly Roth or some pre-tax also? I know it just depends on when you want to pay taxes. Was thinking maybe contributing more to pre-tax would be beneficial …
Is it required to max pre-tax 401{k} contributions before making any post-tax contributions when doing mega backdoor Roth?
My new employer offers mega backdoor Roth, and because I've never used it an an investment before, I have some questions on how it works in practice... I know that the limit on pre-tax 401(k) contributions is $23,500 and the limit on pre-tax plus post-tax 401(k) contributions is $70,000. I …
Is it really worth waiting for SCHD to drop a few cents?
This is partially hypothetical because I’m the king of DCA — I’m in it every week like clockwork. But sometimes, I do like to catch a decent dip when I can. Here’s my question for y’all: Let’s say SCHD is bouncing between $25 and $26 (which it has been), and …
China will not meet the US because Trump ambushed Zelensky
There's been a lot of optimism towards the market because of the suspension of certain tariffs towards China and how Trump is calling for a meeting with Xi. There will be no meeting between Xi and Trump because Trump has shown the US cannot be trusted and he will use …
Can someone help me understand US Treasury yields and the basis trade?
Hey all, I’ve recently started learning about the basis trade and how closely markets watch US Treasury yields as a sign of what’s happening under the hood in the financial system. It made me realize that I should probably be paying more attention to this side of the market, not …