Posts
Any tips on dealing with downturns in the market?
Can anyone give me any advice on how to best deal with market downturns like these? I’m a fairly new investor and I haven’t experienced too many downturns other than maybe liberation day. I’m going to continue to DCA into ETFs and good companies that I believe in, but man …
QQQ dropped ~10% in Aug-Oct 2023 for reasons that feel similar to today
Lately the setup feels a lot like Aug - Oct 2023, when QQQ/Nasdaq pulled back \~10% without anything actually “breaking.” Back then it wasn’t one big headline that caused the drop. It was more a slow grind.. \- Rates stayed higher for longer than people wanted (now: Warsh). \- Economic …
CMV: Big Tech stocks aren’t in a bubble, Big Oil stocks are.
Contrarian Call: The real bubble is not in Tech but in Oil stocks. Sounds absolutely outrageous I know but the numbers are the numbers so here it is. XOM 2026 PE: 21 5y PEG: 1.92 META 2026 PE: 22 5y PEG: 1.2 Chevron 2026 PE: 26.3 5y PEG: 3.5 MSFT: …
Why are stocks falling?
Let me preface I made a post talking about Silver and Gold and how they were going to dump 16 days ago. My reason was \*China and the USA /big Business doesn’t want to pay 6x the price for metals forever. My reasoning isn’t complicated but I do have a …
SaaS - The Fears, The Future, The Opportunities. A broad look at Saas and its roll in our AI future.
I've been a software engineer for 14 years now and have been through a lot of iterations of software over my time and AI has been one of the most fun and exciting revolutions in recent history for me. I have been reflecting on it as of late due to …
Who’s the Enron and MCI Worldcom of this generation?
This latest turmoil feels different from April, November, last month pick a month during Trump’s 2nd term. With that said two poster companies for fraud a generation ago was Enron and MCI worldcom. Something tells we will see a company in the near future have its comeuppance similar to though …
I sold VZ, KO, MO, UPS, SBUX, WMT, MRK last 3 months FML
I used to have a very dividend-heavy portfolio, with only about 25% in growth. Over the last three months I rebalanced to roughly 80% growth and 20% dividends (all SCHD), given my age of 37 and long-term horizon. Since then the stocks I sold have all jumped. I sold most …
MSTR earning numbers---I seriously gagged when the they came out
**Q4 Financial Summary** * **Operating Loss:** Operating loss for the fourth quarter of 2025 was $17.4 billion, compared to an operating loss of $1.0 billion for the fourth quarter of 2024. Operating loss for the fourth quarter of 2025 includes an unrealized loss on the Company’s digital assets of $17.4 …
Just another correction PSA.
If you've been hesitant to DCA into the market this is the time to start. Multiple compression, valuation resets, Capex punishment, double digit drops, it's a wonderful time to be a long term investor. So many quality companies have been getting pummeled the last two weeks that just present an …