Posts
Trump keeps saying an Iran deal is close. Markets keep believing it
[CNBC](https://www.cnbc.com/2026/06/10/trump-iran-deal-oil-markets-stocks.html) I'm glad this is finally being talked about. It's the same thing with oil prices. "Trump says ___ is *possible*" and commodities will fall 5% in a day. Then, it doesn't happen and commodities...stay down? > “The market has had the hope that this is going to end any …
Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter
Hey everybody, all of a sudden the war, the oil supply shock, and the inflation it caused matter. Watching CNBC, but the miraculous revelation can be found on Yahoo Finance and Bloomberg, etc. Market is dropping, therefore we're all supposed to pretend it's dropping because of the war, the oil …
What's the $SPY equivalent for EU?
Got lucky with a stock going 10x. Figured I'd finally invest in S&P 500, yet it seems those ETFs are limited to the US. Invested in $SPXS, however while looking into it I found out that $SPY is a stock specifically for actively trading S&P 500. Is there an EU …
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
I’ve been tracking Congressional STOCK Act filings, executive branch OGE Form 278-T disclosures, [USASpending.gov](http://USASpending.gov) contract awards, institutional ETF flows. All public data. The idea is to spot trends in the data and then research the tickers that are coming up. I’ve been avoiding large cap defence stock as past back …
Airbnb CFO (and Netflix board member) covering up clandestine fentanyl labs
There’s plenty of evidence, and in a really bizarre twist of fate, she lied to me directly after I begged Airbnb for assistance for months. www.yoyodub.com The evidence is hardcore. She personally put me through hell living in a trap house after I came back from the first time I …
Up 15% after my first year investing, but this past month has me second guessing everything
Been investing for about a year, up 15%, but this last month has been rough. What’s going on? I’ve been slowly putting money into the market over the past year instead of going all in at once. I’m still up around 15% overall, so I know I’m not exactly in …
Trump says ‘I love the inflation’ after consumer price index hits 3-year high
Source: [CNBC](https://www.cnbc.com/2026/06/10/trump-inflation-cpi-iran-oil.html) The number one thing he was re-elected for, and he says he loves how high the inflation currently is? While also wanting to cut rates? >“You know what I really love? I love the inflation. You know why?” Trump said. “Because as soon as this war is over, …
Hedge Fund favorite trade long Semis short software is blowing up- I am buying the cheapest software I found
**Note**: **I have a sizable position in ZoomInfo (GTM) and buying every day. Its a very big portion of my net worth, so I am biased. Do your own work. Think the stock will be at $7-$10/sh vs. $2.75 today.** At $2.75/sh you're at $880m Mcap $1.3 debt + $170m …
NKTX Nkarta, Inc. - Conviction Play for Autoimmune Treatment
NKARTA has become an intriguing speculative investment for me because the company is developing natural killer (NK) cell therapies that could offer advantages over traditional cell therapies in terms of safety, scalability, and accessibility. While many biotechnology companies remain focused on crowded areas of oncology, NKARTA is pursuing a differentiated …
If mass cash burning SpaceX valued more than giant cash printer Meta, I certainly live in simulation as Musk insists
Meta has been printing net billions for a decade, gives away LLM models and have multi year ad contracts with virtually majority of large and mid size companies outside of China and couple other countries. this is real power moat. current valuation is under 1.5T And now we have upcoming …