farcstreetbets
Inviting you to post about speculation, markets and all of its nuances
@seneca
Howard Mark memos are always a joy to read. This one tackles the big one: “Is it a Bubble?”. Great read, def worth your time.
https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
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@seneca
gm. i’ve been mia because life has kept me busy (in both the best and worst of ways, Ghibli Mode). but wanted to share this fantastic article i found today.
it’s an idea i’ve been trying to articulate for over a year now and honestly, jealous i didn’t deep dive and expand on it myself.
why the U.S poverty line is not $30k but ~$140k:
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
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@anaroth
JP Morgan keeping its overweight rating on OpenDoor
Hoping it’s one of the bigger 2026 wins for the portfolio
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@anaroth
Planning to spend a bit more time on Reddit for financial things
Anyone have any good follows / channels outside of Wall Street Bets?
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@seneca
in '17 or '21 you had a somewhat plausible idea on why alts could recover. after 10/10, the risk formula fundamentally changed. add to that the systemic shift that comes with mainstream adoption; it's not a good outlook. if you're holding these things, reflect on your *why*.
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@seneca
mom asked me if she should buy gold. there's some mystical ether-like feel to how markets express themselves irl.
it's as if by some 'divine' powers, the memes of people lining up to buy gold on x have to go viral, my mom *has* to buy and only once the last yolo buyers buys... does the thing auto collapse.
markets finding liquidity, there is no second best
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@seneca
the only productive exercise now is reflecting on whether you enjoy speculation/markets or just have a gambling problem.
if markets enjoyoor, consider it the cost of tuition and explore what happened from every angle
if gambling addiction, seriously consider seeking help
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@seneca
Idk how many people here got hurt but I’ll say it from having blown up multiple times and seen darkness itself:
whatever is left of your port is infinitely better than zero. Best move right now is to do absolutely nothing. Step away and regroup!
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