Posts
Vested PIUs..what do I do with them?
I am completely lost. My company has granted us 4 PIU shares and the 4th will be vested at the end of the month for me. What the hell do I do with these? I know absolutely nothing about trading/stocks/etc.
A factual look at the infrastructure of digital assets
The digital asset sector is seeing a move toward more traditional financial milestones. Instead of relying on future promises, some players are beginning to show immediate fiscal results. A notable example is DVLT, which recently reported a swing from minimal revenue to tens of millions within a one-year window, resulting …
A Lalapalooza - The Iran War Will Cause an Economic Collapse in the US
First my claim: Inflation from the Iran war is going to cause a financial crisis an order of magnitude larger than the 2008 housing crash. Inflation will topple private credit, as private equity loan defaults rise at the same time it’s hitting the CRE loan wall. That will create selling …
Market open today?
Do you think stocks pump at open? Mag 7/ semis/ make up/ Walmart type stocks? All of the stocks that just dropped alot last week? Palantir, Tesla, hood, sofi, soundhound, Nvidia, amd, ? What do you think happens at open?
General Mills for dividends?
Opinions on buying General Mills for the high dividend. I know the company is struggling as of late. What do you think? Stay away? Dividend has remained consistent for over 100 years I believe. Thought on having part of your portfolio dividends only?
Conflicts don’t last forever
A lot of stocks that get sold off due to sentiment tend to find their way back to more reasonable levels once the conflict passes. The real question is never whether they will recover, it is who can recognize the shift early and act before the move starts. The market …
The market is about to open, are you all ready?
After several days of pullbacks, quite a few stocks have moved beyond what fundamentals would justify, and some quality names are starting to look undervalued. At the same time, sentiment still feels a bit irrational, which is often where opportunities begin to show up. Names like Microsoft, Tesla, Amazon, Intel, …
So... How come oil lost 2% over the past few hours?
With everything going on, the war that keeps getting longer and wider, and all the threats from all sides, I expected oil to go steadily up, in the absence of any ceasefire or ceasefire-ish news. What do you think?
ETSY Stock - Extremely Undervalued
ETSY continues to sell off into the IRAN news, and yet is one of the few tech companies with a high FCF and impressive level of share buybacks as of late. They are well above their 2019 revenue levels, and trading at the same EV as 7 years ago. With …
US dividend funds draw strong flows as investors seek safety
U.S. dividend income funds are attracting strong flows this year as investors seek shelter from geopolitical risks and opt for stable, income-generating equities. LSEG Lipper data shows U.S. dividend funds have attracted $24.1 billion in inflows so far this year, the highest level in the first quarter (Q1) in four …