Posts
U.S. Diesel Prices Hit Record Highs to $6.05 per Gallon
The national average for diesel topped $6 for the first time, up more than 60% from $3.71 a year ago, according to AAA. Gasoline also climbed to $4.29/gallon. Diesel prices jumped 24.1% in August and accounted for more than a third of the monthly increase in producer goods prices, with …
all BS aside do u actually think a rate hike is coming next week?
Everywhere seems to project a 25bps hike. I use [tradingeconomics.com/calendar](http://tradingeconomics.com/calendar) a lot and even they are projecting a 25bps hike. I been shrugging off a lot of the news lately thinking they are exaggerated but seeing this feels legitimate. Are things actually getting bad enough to warrant a hike? But …
What's the best way to hedge against AI/tech risk right now?
I've been digging into valuations across sectors and noticed something that seems off. A lot of "safe" non tech names consumer defensive stocks, wholesalers like Walmart and Costco are trading at higher multiples than companies like Meta, even though they're only putting up single-digit revenue growth. That got me thinking: …
Reports circulating that the Iran backed Houthis have destroyed or severely damaged key areas of Saudi Arabia's East-West crude pipeline
Saudi oil infrastructure reportedly hit is crude about to explode? Reports r circulating that Iran backed Houthis have severely damaged 🔑 sections of Saudi Arabia’s Est wst crude pipeline. f the satellite imagery and damage reports are confirmed, this could become a major oil-market story. Saudi Arabia’s Est Wst pipeline …
NVDA post-earnings: thoughts on sustained AI demand
I have been following NVDA closely since the latest earnings release and the guidance around data center growth caught my attention. The numbers showed continued strength in GPU sales, yet I wonder how much of that momentum carries into the next few quarters given increasing competition and potential export restrictions. …
At what point do bonds/preferred stock become hard to turn down - example:Bank of America preferred now yielding 6.75% with 60% upside
With treasury yields ticking back up today - getting close to essentially a 25 year high - at what point does it become hard to turn down bonds or preferred stock. That is, put your next investment dollar into bonds or preferred stock instead of equities. In particular, Bank of …
Opinion : Bearish
The market will likely face correction. I expect a drawdown of 10% S&P/Dow and 15% Nasdaq until we get closer to midterm election or after. Unlike tariffs (which can unwind), this Iranian conflict does not offer a simple solution. Trump will not be able to resolve it. Unless he is …
I own stocks in 42 different companies, planing for long term investment. What is your thoughts ?
I have been in the stock market for the last 5-7 years. I started a new portfolio 2 months ago and my plan is buy and hold like literally I have no plan to sell anytime soon unless something major happens. Just buy good companies and hold as long as …
14 years of EPAM sys. - management decisions at scrutiny
Epam retrospective analysis makes a valuable lesson to how public company governance can make or destroy itself. Back in 2014, when first Russian/Ukranian crisis broke off with Crimea annexation, CEO and management had made a decision to take advantage of such situation. With deliberate decision to exploit local currencies plunge, …
Heavy insider selling and mixed institutional moves on Meta ($META) around $650 - has your thesis changed?
Looking through recent Form 4 insider filings and institutional activity on Meta ($META), there’s been clear executive distribution over the past few weeks while the stock hovers around the $650 level: **- Direct C-Suite Open-Market Sells:** A wave of direct open-market sales hit in mid-August and early September, including CFO …