Posts
BWET - Technicals look good, so why is it pulling back today?
BWET (BREAKWAVE TANKER SHIPPING ETF) has pulled back 8% from yesterday, but the technical indicators are (I think) pointing to a large upside. Should I treat the 8% decline as a blip and keep investing, or is there something I'm blind to about this one? I opened a position yesterday, …
What's the best investment allocation for monthly leftovers?
I'm about 13 years away from retirement. No debts. Have a 6 month emergency fund in a HYSA. Maxing out the 401K and ROTH IRA (which are being managed by my financial advisor, so I treat them as a black box). I generally have a decent amount of money leftover …
Asml is now my anchor stock
I keep putting money into asml and it surpassed my VOO stock. At first I was apprehensive, but i’m not seeing much movement in 2026 with everything going on. Dunno how long this bubble will last, but until they have any type of real competition, I’m still gonna buy on …
DELL and GEV - the new memes
How did these two stocks end up at the extreme overreaction every day? Dell particularly, they had one good Q and the stock had gone from 110 to 180+ in about 5 weeks. GEV from 625 in mid Jan to 940 now? Analysts pile on with price target increases since …
Stop Letting Your Political Bias Influence Your Outlook.
I feel like I'm seeing posts every day talking about the Iran situation from an extremely doomer-pilled perspective that, in my opinion, is completely out of touch with reality and influenced by political bias. I'll preface this by saying I'm not a trump supporter... Investing is fundamentally about making forward …
What’s the reason not to just go QQQM rather than VTI/VOO etc. when looking at long term ETF holds?
For just a good, basic portfolio we almost always talk about VTI or VOO for your US core and maybe QQQ/QQM as just a satellite. But long term, won’t you get better returns with QQQM even accepting the drawdowns will likely be higher in between? Maybe in the short term …
What if the US and Iran keep fighting while the Strait of Hormuz stays semi-open?
Just like now, Trump not Taco. Iran refuse to talk. While the bombing doesn’t stop, both side are more sensible. The US only hits military facilities, Iran only hits Israel, and the Strait of Hormuz resumes at least some capacity instead of staying completely shut. What if this drag out …
Diamond hands, or just too much capital out there?
I was listening to an episode of The Compound & Friends yesterday and they were talking about how the market just seems to hang in there. There are so many reasons for a correction (high P/E, Hormuz, tweets, inflation, housing) but somehow the market is still sitting around 5% of …
Rheinmetall stock drop
Rheinmetall’s success over the past years was crazy, this stock was 74€ and today it is 1500€, i made a mistake and purchased when Trump had the greenland issues and the stock was at 1990€ , today after buying on lower margins the average price I purchased a stock with …
Qualitative thoughts on CELH v Costco. Love to hear your thoughts?
The way I think of this, it is ofcourse bad that Celsius loses costco shelves. Currently 11% of sale source is Costco. But what's the magnitude? The one encouraging thing is seeing Costco choosing to copy Celsius out of all new energy drinks. Celsius must be doing something right. And …