Posts
I started reading SEC 8-K filings before every trade. Here's 3 times it actually mattered this week
Not sure if anyone else does this, but I've been spending way too much time on the SEC EDGAR database lately - specifically tracking 8-K filings in real time. For those who don't know, companies are legally required to file an 8-K within 4 business days of any "material event." …
Semiconductor Selloff - Which stocks to buy?
We’ve all seen the semiconductor and semi materials selloff happening recently to stocks like $TER $AMAT and $LRCX, if this amps up to sell down as much as software did, which names do you think would be the winners if they eventually rebounded in the same fashion software has begun …
PBR.A and why it's the big oil play for Monday
I'm about to explain why PBR.A, otherwise known as Petrobras, is the new big play in oil, imo. Some of you might be aware that there's a war going on in Iran. Despite that a lot of the focus is inexplicably about what China is going to do about their …
for others here who use fidelity, what do you think about the quality of the research and analyst ratings that they provide for stocks?
Hi all, As the title says, I am curious what experienced investors here who have fidelity think of the research that they include? I am referring to the "sentiment" and "analyst ratings" sections, including the "opinions and reports" that they provide in the analyts ratings section. I am a novice. …
Private credit and Life insurance
Just watched Steve Eisman interview an insurance auditor about the shady accounting in the private credit, private equity, and insurance markets. It seems they have traded circularly with risky products and practices. Has anyone else been keeping up with this? Blackrock, blue owl, and others have begun freezing accounts.
Likelihood of a withdrawal restriction at an institution like Fidelity or Vanguard?
Just plain curiosity borne of my own ignorance. What are the chances or possibilities of these institutions doing the same thing we’ve just witnessed with Blackrock? Thoughts you may have about the security of your funds going forward?
Novo and Hims to sell obesity drugs together as feud ends, Bloomberg News reports
Short float is around 40% are we going to see a GME style SS? March 6 (Reuters) - Wegovy maker Novo Nordisk plans to sell its weight-loss drugs on Hims & Hers Health platform, bringing an end to a dispute between the two companies that escalated into a legal battle …
Iran war picks?
What are the best stocks to buy right now in order to take advantage of the US strikes on Iran? I’ve heard ideas such as airlines but am wondering if there are any truly good deals other that will rise significantly because of the strikes and subsequent consequences.
Did the Iran Conflict Just Break the “Sell America, Buy Asia” Trade?
Something interesting is happening in global markets right now, and I don’t think many people are connecting all the dots yet. Last week, Asian markets experienced one of the sharpest selloffs in years, with South Korea’s KOSPI dropping more than 12% in a single session as foreign funds aggressively pulled …