Posts
Should I do this?
Is it worth adding individual stocks to my Roth as a small percentage? I don’t know why but I have really been thinking of adding either Google, Apple, or Amazon lately (been leaning Google). My gut instinct has been telling me to do this for over a week now, but …
Roundhill Meme Stock ETF Up 32% in First Two Weeks of 2026
I like this ETF because it includes all the stocks like RKLB and ASTS that keep going up. I've been dollar cost averaging with my regular account and IRA. I used to do value investing but that old model has died. MEME is the ticker, and do all the work …
A bear case for Mag7: US is burning its "Trust Capital"
Looking at the actual revenue split of the biggest US companies, such as the Mag 7. You can argue that they aren't really American companies anymore. They are global utilities that just happen to pay taxes in California. \- Meta: \~64% revenue from outside US \- Apple: \~64% revenue from …
Are Z shares worth purchasing as part of my company equity program?
Our company allows us to purchase Z shares up to 5K per calendar year with a match up to 10K. Are Z shares worth purchasing? I just don’t want our company to get acquired and I don’t even get paid out and just funded money for them. Any thoughts? I’m …
The US "Safety Premium" is dying. You are paying for stability that isn't there anymore.
Everyone knows US stocks trade at higher valuations than the rest of the world. The S&P 500 is historically expensive (Shiller PE near 40x). The usual argument is that the US deserves a "Trust Premium." We have the stable government, the reserve currency, and the predictable policy. You pay a …
Trade Desk undeniable case for 2026
We’re all caught up with Trump right now and nonsensical AI is going to replace Tradedesk. Let’s be real, The Trade Desk is profitable and has many partners. Not one has dropped them but the stocks down 70 percent. There might not be a good AI program for that ATM …
The folly of waiting to buy the dip
I’m a commodity trader (mostly financial), so my experience is a little different, but I can say most common theme in my career to date is that when “wait for the dip to get long” narrative takes hold in a market, the dip never happens, the ship creeks from side …
Profiting from news and events?
Just thought I’d share this lesson I was taught in case it helps anyone (been investing 17 years, learned from some pretty smart people along the way). When it comes to news and investing it’s pretty tempting to think a) that big ‘news’ events will affect the market, and b) …
Convince me the market pulls back on Tuesday due to Greenland
Counter points: 1. TACO 2. You literally can’t put tariffs on specific countries in the EU, as Merkel tried to explain to him in 2017 3. Tariffs may be ruled against by the Supreme Court soon (odds are quite high) 4. If he was serious why wait until Feb 1st …
Trump announces he will sue JPMorgan ‘over the next two weeks’ for allegedly ‘DEBANKING’ him
President Donald Trump announced Saturday that he will be suing the investment banking company JPMorgan Chase within “the next two weeks” for allegedly “DEBANKING” him after the Jan. 6, 2021, Capitol insurrection. Trump has claimed that the investment bank closed or restricted his accounts following the riot, effectively cutting him …