Posts
What Buffett-style stocks are you buying right now? I’m sharing mine + my investing philosophy
S&P500 is down 4% YTD. Nasdaq is down 10% YTD. The Ukraine war is still going on. The US and Israel vs Iran. The street of Hormuz is closed. Oil price rising to extreme levels again. Inflation up to 2.4%. Everywhere, the media is screaming doom and gloom through their …
Market Cycle, interest rates, dollar and Positioning
The market has four cycles: Early cycle, Mid cycle, Late cycle and recession. Currenlty I think we are late cycle heading towards recession unless their is an end to the war soon. The oil shocks are too large. During late cycle Energy, Utilities, and Consumer Staples are what perform the …
What’s the Game Plan for Monday After All This Chaos?
Trump’s latest tweet “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah. President DONALD J. TRUM” How …
Upcoming week investment strategy thoughts
Upcoming CPI and retail sales, geopolitical news, coming out of a long weekend - what investments (specific names) and/or what investment strategy (DCA, staying on the sidelines, etc. are you considering this week. Many thanks for your thoughts.
What is your current aggregate YTD in % and USD?
I’m curious of everyone’s current status year to date. Currently right now I’m down \~5% which is about 7,000 USD of my portfolio. How is everyone else doing? Are you guys holding dry powder still or buying?
The last 72 hours of Iran war provide a perfect off-ramp to Trump and Iran both. Will he wise up and take it? Or will markets continue fall
1. Iran can tell its people it shot down US aircrafts which is true, even though it’s a “Stone Age” country. 2. Trump can tell Americans how courageous the rescue mission of the two air crew of F15 was which is also true. This provides both parties things they can …
There is no capital gains tax in my country.
I am new to stock investment and didn't know some of you pay tax when selling at a profit. That’s why I was so confused about why many of you just hold on to stocks forever. Of course, I cannot write off losses either; however, it is such an advantage …
Bloody Tuesday or Green April?
Either way, what's your plan for April? Do nothing? Buy the dip? Or slowly exit your position? It seems like the April 6th deadline will become the May 10th deadline, while Trump keeps bombing until there's nothing left to bomb.
What if US and Iran while the Strait of Hormuz stays open to everyone except US
While we are nowhere back to normal capacity , more and more ship are passing through the Strait of Hormuz. Would this be a possibility that US and Iran keep what they are doing, shooting missiles and drone in April, where non US ship passing through, what would that do …