Posts
Shale producers vs. Venezuela crude?
Will shale producers get affected if Venezuela crude starts to flow into the US? I mean if this becomes a cheaper source of heavy crude within can then be refined at the gulf coast refineries, won't shale operations be under pressure.
Where’s the money?
If retail doesn’t move the needle… Everyone is all in on gold and silver… Where’s all this money coming from for this sustained rally? The beta affect, everything is green since years open. Trying to understand. Is this market makers just buying back in after closing the books on year …
Tech Bubble Myth ?
People’s fear of tech ETFs today feels overblown. Many avoid them because of talk about an “AI bubble” or because tech makes up a big part of the S&P 500. They often compare it to the dot-com crash, but that’s not the same in my opinion and there is why: …
Stocks-Cedears
Hello people. I'm a new investor from Argentina and I have been buying participations in the SP500. Here in lit country we have CEDEARS that are instruments to buy foreign stocks, in our case you can enter in 50 usd yo buy 1/20 of the original SPY in the USA. …
What's the case for Indian equities right now?
I have a large position in Indian equities, mostly in IFN, and also INDA and RDY. I think the portfolio is pretty balanced with a lot of bonds and gold miners, but it's light on US equities right now. Is there a case for keeping Indian equities or are the …
Everyone's Watching Stocks. The Real Bubble Is AI Debt
>The investment requirements are so large that equity financing alone won’t do. The balance sheets of many of the major players have been altered significantly. Looking at Meta’s annual statement before ChatGPT was released to the public in November 2022, it had over three times as much cash as debt …
Trump threats
According to reports, President Donald Trump announced a plan on January 7, 2026, to ban large institutional investors from acquiring single-family homes, aiming to address housing costs and improve homeownership accessibility. Trump intends to take immediate steps to implement the ban and urge Congress to codify the measure into law. …
Best QE/ZIRP plays
Donald Trump wants interest rates at 1% given the CURRENT level of inflation and employment. With AI/ML further boosting productivity we could face deflation this year in the US which would create massive room for monetary expansion -with a new Fed Chair coming later this year. What are your plays? …
Is it just me or is the Jensen Huang "messiah" vibe getting really old?
I just finished watching Jensen Huang’s CES keynote, and I’m starting to get a bit weary of the whole performance. It’s beginning to feel more like a revival meeting than a tech showcase. Maybe I’m being cynical, but it seems like we’ve reached peak “founder worship,” where success convinces leaders …
r/Stocks Daily Discussion & Options Trading Thursday - Jan 08, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks …