Posts
What do you guys think about Honeywell at current levels?
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AI's next bottleneck might be electricity, not chips
For most of the AI boom, the conversation has been about GPUs. Can Nvidia make enough chips? Can hyperscalers get enough of them? I'm starting to think electricity is becoming the more interesting constraint. South Korea's energy minister recently [said](https://www.reuters.com/business/energy/south-koreas-power-demand-set-soar-ai-boom-nation-weighs-expanding-nuclear-2026-09-08/) AI-driven expansion from chipmakers and data centers could add 25 …
Why does the market believe Trump’s tweets?
I am trading every minute of regular market hours and I see a lot of news generated price action. For the last 18 months the level of algo moves on Trump tweets has been surreal, but it wasn’t until the Iran “conflict” got started that it became absolutely ridiculous. You …
AI Cybersecurity
Obviously a ton of the AI-specific cybersecurity firms aren’t public, but any thoughts on the space in general? Cybersecurity seems to win no matter what happens: 1. AI development slows: in this case, most companies would still use AI cybersecurity services as a precaution against potential threats (kind of as …
The recession that never came, and lessons to learn
The S&P 500 entered a bear market in 2022 and finished the year -18.11%. Everyone was talking about the upcoming recession. * In October 2022, Bloomberg Economics declared there was a 100% probability of a recession within the next 12 months. * The Economist published a piece titled “Why a …
10Y hit 5% today. Then reports surfaced about a peace deal. 10Y dumped, markets pumped. How long can yields continue to be contained?
[https://www.cnn.com/2026/09/14/investing/bond-yields-market-turmoil](https://www.cnn.com/2026/09/14/investing/bond-yields-market-turmoil) 10 year treasury yield hit 5% for the first time in over 3 years today. Shortly afterwards, Trump posted on social media that he was open to a peace deal with Iran. Oil and yields instantly dumped, stocks pumped well off the open lows. The not-so subtle timing of …
rec a company that is NOT RESTRICTIVE?
We are deciding where to roll wife's 401k when she retires at end of year. After initial research we know we need a company that is NOT RESTRICTIVE about withdrawal amounts or timing. We want to either pay down or pay off our mortage to save that interest expense flowing …