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"We will need more of X in the future" contains zero information about whether or not to buy a stock at its current price.
A good thing to remember is that the purpose of participating in the stock market is to make money, not to be right about a trend or right about a company. It's extremely common on Reddit to see "We will need more of X in the future, therefore it's a …
My thoughts on Aug 28 Jackson Hole speech and markets going forward…
Ooooof Friday was hard… \- stripping away market predictability and prioritizing strict inflation control over asset price support, Warsh confirmed a regime change at the Fed. \- not offering forward guidance really f\*s with market certainty. \- This is NOT bullish for equities. \- hawkish fed + continuing Iran conflict …
Corporate insiders get 2 business days to disclose a trade. Congress gets 45. I measured how well each group actually complies.
I measured the congressional version of this recently and the obvious follow-up was to run the same thing on corporate insiders, since the two groups face wildly different deadlines. **Setup** Every Form 4 transaction with a trade date between 1 January 2025 and 26 August 2026. 565,678 transactions after two …
Stripe and Advent abandon the $50B PayPal buyout, thoughts on the selloff?
Just saw this report on[ yahoo finance](https://finance.yahoo.com/markets/stocks/articles/paypal-stock-drops-buyout-plans-194551912.html) noting that Stripe and Advent have officially walked away from acquiring PayPal. feels like this was kind of inevitable, once paypal’s board rejected the initial bid for being too low, a lot of the momentum deflated, it was basically driven by takeover speculation. …
/r/Stocks Weekend Discussion Saturday - Aug 29, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. 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: * …
Trump announced a deal for 65 billion barrels of Venezuelan oil. How much of that is actually investable?
Trump said Friday the US has majority control of more than 65 billion barrels of Venezuela’s proven reserves through a partnership with private business. He says it more than doubles US reserves and "will cut gas prices" and Rubio put private investment around $100 billion. For me the biggest question …
Events and Path to EchoStar NAV Recovery
Investment Conclusion The valuation framework for EchoStar (NASDAQ: ECHO) has fundamentally changed: the company no longer relies primarily on the profit recovery of traditional pay-TV, wireless retail, or satellite broadband businesses, but has entered a NAV realization phase driven by asset transfer, legal restructuring, debt recognition, and capital allocation. Currently, …
Long Victoria’s Secret ($VSXY) with the release of GTA VI
Some of my best trades have come from Chris Camillo’s social arbitrage method. Identifying social trends around you before the street catches on. Despite a 280% gain in the last year, I think there is still room to run in Victoria’s Secret with the release of GTA VI. Now how …
NKE and turn around
The story of Nike's fall is well trodden territory. A turn towards Direct-to-Concumers and abandoning wholesale, allowed competitors to take over valuable shelf space. Their products are "stale" and selling prices "too high" I am not familiar the sportswear and sneaker industry so I have a few questions about Nike's …
ACHR V JOBY who do we think will win?
I've been following these two for around 5 years now due to an unhealthy fascination with the tech, but I find myself divided when it comes to deciding which of the two will win the race if in face there even is a race. Seems Archer jumped in to bed …