Posts
Everyone's talking about rare earths in Greenland, but the real story might be palladium and gold
The Greenland narrative in the media has been almost entirely about rare earth elements, and fair enough --- China controls 60%+ of REE production and processing, and Greenland has confirmed deposits. That's a real story. But I've been digging into the actual geological survey data, and I think the market …
10k bonus. What to invest in?
I just received a 10k bonus and plan on investing it all. I’m curious what would YOU recommend I invest in? I would love to hear a mixture of safer stocks, spec ones, and even ETFs. I know AI and space are frequently discussed sectors, so I would love other …
Anthropic said to near $20b run rate in Pentagon row
Several sources reporting that Anthropic is nearing 20 Billion revenue run rate. Brad Gerstner of (CEO of Altimeter Capital and Antropic investor) is saying Anthropic added 6B in February . That is more than CrowdStrike's ARR, Palantir's ARR. Such revenue acceleration is simply unheard of. Those who say AI is …
Korean Stock Markets and Futures are crashing due to the Iran War
Looks like Korea is having a massive selloff in assets due to the Iranian War. What would be the alpha here? [https://www.bloomberg.com/news/articles/2026-03-04/korean-stock-gauge-poised-for-correction-on-iran-war-selloff](https://www.bloomberg.com/news/articles/2026-03-04/korean-stock-gauge-poised-for-correction-on-iran-war-selloff)
Both equity and bonds were down today
Are we repeating what happened in 2022, today? Stocks took a beating today, and my bond investments also went down. So much for relying on the bond/treasury market to keep things balanced. I suppose I can take a little comfort that the bond hit is not as severe as the …
i posted earlier asking what % of funds you put into stocks. Now I want to put more in the market...thinking of going big into msft.
I posted earlier how I have almost all my money in HYSA and/or money markets b/c I am anxious about the stock market. So, I have decided to put more into the market. Given that SPY is basically at an ATH and has been surging the past few years, I …
Trump Announces US will stop all trade with Spain. Spanish ADRs dip.
Hi all, Trump just announced that the US will cut trade with Spain due to Spain's refusal to let US aircraft stage unilateral strikes on Iran from the military bases within Spanish territory. This is within terms of NATO since NATO is exclusively a defensive alliance and members have no …
SoFi Due Diligence/SoFi CEO Argued With Me on X About The Meaning of His Stock Purchase Yesterday & Whether His Prepaid Forward Was Sale
So I published a negative report on SoFi a few days ago. In the meanwhile, I have been dipping my toes in X commenting about SoFi. SoFi investors are excited that Anthony Noto purchased stock yesterday. He had appeared on a Youtube retail investor focused interview show a few weeks …
Was Tuesday’s dip just a failed crash?
Markets tried to drop on Tuesday. The S&P opened down big. Bear sellers probably felt smart thinking they caught the top. Then mid morning, everything flipped. Sp500 rose 3%, South Korea up over 5, Hong Kong up a bit more than 1, and U.S. futures are up again with the …
Cyber Security Stocks
I am feeling anxious today! I think CRWD will be make it or break it for this sector. A good earnings will cause cyber stocks to rally and a bad earnings will just fuel the AI selloff. I think cyber is the current play so I've been buying. I have …