Posts
I Was Wrong about The Trade Desk TTD
I’d a few weeks ago before the CFO stepped down made a post telling people to buy TTD. I did a post like this because the financials looked unbelievably good for that price. I’d originally thought it was beat down and far over corrected….Then I got to witness first handedly …
For anyone trying to beat the S&P 500
Most people will tell you trying to beat the S&P 500 is a fool's errand. Why don't more investors just copy the portfolios of mega successful money managers like Stan Drunkenmiller or Nancy Pelosi? Stan beats the S&P virtually every year and has averaged 30% annual returns. Nancy's returns are …
Markets moving back equity?
Today, Trump named a new Fed chair. Wallstreet tends to hate uncertainty so people were hedging their positions with hard assets, precious metals, while the decision on Fed chair was still being made. Now that it is here, we see a historic single day drop in hard assets. Could this …
Veeva Systems (VEEV) and ServiceNow (NOW)
I'm thinking about buying VEEV and NOW. These software companies are getting unduly punished. They have massive margins, steady growth, and heavy switching costs. They have a lot to gain from AI too. Forward PE and FCF are below Liberation Day lows. What am I missing?
So Gold is down 9% right now...
It may recover by the end of the day, but this seems insane to me. Gold is a safe haven asset right? More immune to the highs and lows of politics and economic downturns... But being able to drop by SO MUCH in a single day I think kind of …
What is everyone’s take on DXYZ?
DXYZ is a closed-end fund giving exposure to many companies that will IPO in 2026. This could be a huge opportunity as it gives PE exposure to companies with massive valuations pre-IPO. One company is SpaceX with a 34.6% exposure. What does everyone think about buying into this?
Why are Bond Yields rising?
One would think that with an inflation hawk appointed as Fed Chair and an apparent incoming shift in Fed policy, bond yields would fall as investors expect lower inflation. Again, maybe I'm missing something, I guess I don't understand the irrationality of this current market. Or maybe I'm just upset …
US vs International
I own VTI (US only exposure) and VXUS (Everything except the US) and decided to just check out their price changes over the last 1 year. VTI has gone up 13%. VXUS has gone up 31%. That’s a pretty crazy difference over the past year. I’m not going to try …
Just Curious On Everyone's Take Regarding Market Right Now for Trading Day: 1/30/26 @ 12:03 PM EST
As of this moment (\~12:04 PM EST), Gold is down, BTC is down, ETH is down, Silver is down, S&P 500 is down, NASDAQ is down, DJIA is down, and the VIX is barely moving the needle. Dollar and Oil is slightly up. Dollar trajectory is FORSURE down. Narrative I'm …
HELOC Carry Trade?
Hi, I have a HELOC from a few years ago when we thought renos were imminent. It's looking like it'll happen this year now. I'm afraid of the long end of the curve shooting up in the next several months. I could currently borrow $100k / 20yrs / 6.32%. If …