Posts
Global investors are dumping a record amount of American stocks
Danielle Kaye of the New York Times reports on a recent Bank of America survey that shows global investors have dumped a record amount of U.S. stocks in the past two months. Trump insists that the U.S. has been bringing in $2 billion a day in tariffs, some of which …
As an ETF Boglehead style investor is now a good time to diversify 15-30% into blue chip stocks experiencing decline?
I’m in my early 20’s with no debt and a sizable emergency fund, so my risk tolerance has some room to work with. For the last two years I’ve been in the Boglehead 3 fund as follows, SCHB(59.6%), SCHF(39.4%), SCHO(1.0%.) However I was thinking about purchasing some AMZN, APPL, WMT, …
This is bad, Trump publicly saying he wants to fire Powell
Trumps understanding of economics is a train wreck & now Powell is under siege https://truthsocial.com/@realDonaldTrump/114352766082542122 Powell has done an excellent job imo and Trump is going after him because he won’t lower rates If Powell isn’t saved by the Supreme Court, Trump will cause hyperinflation with rate cuts on top …
r/Stocks Daily Discussion & Options Trading Thursday - Apr 17, 2025
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 …
METC - Recent Hard times, but its a Miner with potentially 37B Rare Earth Metals
Currently trading at $500M mkt cap and .7 P/S...and they are working on mining the rare earth minerals they have. Potentially a good trade for the upcoming long term trade issues with China. TBH - thinking harder is a negative in this environment so I'm sending calls. Smart money has …
My 30+ Year Global Macro Portfolio – Designed to Survive Pandemics, Crashes, Wars… and Still Grow
Hey everyone, After years of bouncing between trends, missing some massive moves (energy in 2022, early AI), and learning from crashes like 2020 and 2022, I’ve built what I hope is a **macro-resilient, globally balanced, thematic long-term portfolio**. It’s designed to: * Withstand **2020-style collapses** * Endure **2022 inflation + …
US & Japan minimum progress
EU had the same to say the other day. I get these negotiations would take time and are very complex, but it isn’t looking as simple as it’s made out to be by the administration “90 deals in 90 days” “Tariff negotiations between Japan and the United States began in …
Neutron launch September? $RKLB
Neutron Launch September? So two applications to the FCC for STAs were made by Rocket Lab for periods of operation from July 1st to December 31st 2025. They are attached above. One says it is for a suborbital electron mission, but doesn’t give a specific launch date or month. The …
Due to the plummeting dollar, the markets are worse than they seem
As it has been wildly reported, the US dollar is down 10% YTD, which means that stocks themselves are even less valuable. To help visualize it, look at this table: |Index|1/2/2025|4/16/2025|Change| |:-|:-|:-|:-| |**S&P 500**|$5,868.55|$5,275.7|\-10.10%| |**Dow Jones**|$42,392.27|$39,669.39|\-6.42%| |**Nasdaq**|$19,280.79|$16,307.16|\-15.42%| It looks bad, but if we look at it in Euros: |Index|1/2/2025|4/16/2025|Change| |:-|:-|:-|:-| …
What incentivises a Market Maker to arbitrage when NAV and ETF unit price are far apart?
Complete noob here and wanted to understand ETF better, so used ChatGPT for most of my questions (fingers crossed it gave me right answers lol). One thing I couldn't understand is what I mentioned in the title question. I'll give an example to show my understanding so far and then …