Posts
Why I stopped mindlessly buying every dip in 2026
After going through a few market cycles, I’ve stopped automatically buying every **8-12%** dip like I used to. Too many times I averaged down into companies with weakening fundamentals, rising competition, or slowing growth; all because **it’s on sale**. The result was mediocre returns and a lot of dead capital …
Stop following news cycles and literally just inverse this sub to make money
It's literally that simple. I'm up 1400% since about 4 weeks ago buying calls that were expiring a couple months out just because this entire sub was 100,000% certain we were going down. "But oil is going up guys! It has to go down!" "Guys the president is bad! The …
What the heck is going on ?
So my last DCA into all word ETF was mid march as I usually get my paycheck mid-month. The market went to shit from there on. Unlucky me couldn't take advantage of the mini crash. Fast forward to Friday. Talks failed. Naval blockade started yesterday by the US means an …
The market keeps trying to trade copper like oil. That’s the mistake
Every time copper moves, people rush to frame it the same way: breakout, supercycle, “next oil.” That framing sounds good, but it misses the point completely. Oil is a consumption story. You burn it and it’s gone. Copper is a build story. Once it goes into a grid, a building, …
Musk counteroffer on GSAT?
Since the announced takeover from Amazon for GSAT came in today, do you think there is any chance Musk will counter with a higher bid? Since GSAT owns licences for some broadband signal, Starlink can probably see huge synergies as they have arguably the best infractructure for them to diversify …
Started taking fewer trades and it’s actually working better anyone else?
Not sure if this is just me getting older or finally learning some discipline, but I’ve been trading a lot less lately and my results have been better. I used to feel like I had to be in something all the time. If I wasn’t in a position, I felt …
Finding it easier to sit out trades lately anyone else?
**Disclosure:** Currently holding TSLA, GOOG, and a smaller position in SNDK Lately I’ve been taking fewer trades, mostly because I’ve become a lot more selective I used to feel like I had to be in something all the time, but now I’m more comfortable just waiting. Weirdly enough, that alone …
Lots of deleted posts and accounts this week
Noticing a lot of bears deleting their posts and accounts after dooming and glooming the last month. You’re seeing social capitulation in real time (obv coupled with squeeze in mkt). I think this is a great case study into retail investor/trader mentality without even looking at prices, and maybe something …
Black swans are inevitable, but not predictable.
Having been around long enough to see the market be many times more irrational than I am solvent I can only offer this nugget to those who are mystified at the unfairness of markets rising in the face of negative and yes, very worrisome, news out of Iran. And yes, …
Everything is up today
Is it a good time to take profits right now and then sit on a cash position until the oil shock kind of settles down? I'm concerned that this is a run-up before a sell-off. in the past we have seen pretty significant dips when there has been some kind …