Posts
VXX trending up, FXF near all time highs, 100 year tech debt
VXX has been trending up and FXF near all time highs. Now Google issuing 100 year debt. This does not seem like a recipe for market success. What's the trade? Gold hedge has been amazing, and foreign equities have been doing well. Keeping shorter bonds. Maybe adding some high quality …
Question about portfolio
I am about 17 and have a combined portfolio of about 31,000 dollars about 97 percent of it is in the S&P 500 and I’ve been maxing out my Roth for two years I wanted to move like 2-3 grand into Celsius holdings from my Roth account to avoid the …
NFP Jobs Report: A US Headline Smokeshow?
This is a brief follow-up to my prior commentary, as the January employment data was freshly released this morning with a sizeable degree of dissonance. **Key Findings:** *\* Headline Beat Smokescreen vs Benchmark Revision Wipeout:* The BLS reported 180k job additions for January, but the concurrent annual benchmark revision wiped …
130k jobs vs 55k expected. The pivot is dead.
Just looked at the NFP print. the gap is massive. We got 130k jobs added against a 55k forecast. Unemployment dropped to 4.3% instead of rising. The market was desperate for a slowdown to justify rate cuts. That thesis is gone. If labor is this tight, inflation isn't going anywhere …
Looking to cash out of Caterpillar and use the proceeds towards a home.
I'm currently looking to cash out on a big position I have with caterpillar. Have had the position since the early 2000's so there will be a tax hit but obviously owning a home is a priority for our family. Does anybody have advice or feedback relating to a scenario …
Dassault Systèmes down ~20% on 1% growth… Is AI quietly eating legacy software?
So Dassault Systèmes ($DSY - Paris) just had what looks like its worst day ever. [https://finance.yahoo.com/quote/DSY.PA/](https://finance.yahoo.com/quote/DSY.PA/) \-20% [https://www.reuters.com/business/tech-stocks-drag-european-shares-lower-dassault-results-disappoint-2026-02-11/](https://www.reuters.com/business/tech-stocks-drag-european-shares-lower-dassault-results-disappoint-2026-02-11/) Q4 revenue up… wait for it… **1%** YoY. Full year +4%. 2026 guidance: **3–5% growth**, below expectations. Stock: **-20% in a single session.** This is a €6.2B revenue company with 32% margins, …
r/Stocks Daily Discussion Wednesday - Feb 11, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: \* \[Finviz\](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks \* \[Bloomberg market news\](https://www.bloomberg.com/markets) \* StreetInsider news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why the market is doing what it's doing including sudden spikes/dips …
EU Banking Chief Calls for Visa and Mastercard Alternatives
The European Payments Initiative (EPI) is pushing for alternatives to Visa and Mastercard, which handle nearly two-thirds of Eurozone card transactions. EPI's CEO Martina Weimert warns that Europe's heavy reliance on American payment companies poses strategic risks, especially as cash usage declines. The EPI launched Wero in 2024 as an …
When to sell high?
64 years old here. Bought a ton of DE a looong time ago so considerable gains on it if I sell, but it’s close to 600 a share at this point. Does it make sense to unload and park in a HYSA until I can bottom feed something else? Given …
Update on the $60k joint tenant account
Ended up full porting SNDK right before the close. Going to ride that for about 2-3 years. You all gave great suggestions and part of me wanted to split between MSFT, CRDO, AMZN, and LRCX, but I think I’m going to ride this memory shortage out and double down on …