investor
- longterm (2+ years) investment horizon
- thesis driven reasoning
- signal in a cacophony of shorttermist narrative chasor noises
@sa
Franklin Templeton, which oversees roughly $1.5 trillion in assets, published a macro outlook warning that owning an S&P 500 index fund, the default retirement strategy for millions of Americans, now functions as a concentrated bet on a narrow group of AI-related stocks rather than broad market exposure.
The top 10 companies in the index currently trade at 29.9 times forward earnings while the remaining 490 stocks trade at just 19.5 times, a valuation gap that reflects how severely the index has become top-heavy.
https://www.aol.com/finance/franklin-templeton-warns-diversification-may-153300312.html
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@daniskandar
NFA $HYPE https://open.substack.com/pub/dannyiskandar/p/crypto-news-3?r=22lf5&utm_medium=ios
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@idanlevin
most crypto VCs are actually hedge funds in disguise, once you get this everything becomes clear.
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@prberg
I'm looking to invest in space exploration. What investment opportunities are available for retail?
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@fiskantes
spent last 3 hours rebalancing my stonk portfolio and then I noticed its overall size is the same as the memecoin I bought after 30 seconds of research and forgot about
Citadel says ideal crypto allocation is 1% - 3%, I'm at about 97%
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@kasper
With all the wars going on, I see silver & gold getting more attention soon
In my opinion, silver is especially interesting as the gold-to-silver ratio is reaching highs again. I am new to commodities, so I am interested in what your guy's opinion is about precious metals.
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@fiskantes
It's easier to find a way how to make money even if you are wrong more often than right, than to find a way how to be right more often than wrong
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@fiskantes
Lot of confused takes about UNI fee switch not being material, that the fee portion is too low to justify the valuation blah blah...many other projects already share fees one way or another, but it's mostly clumsy buyback burn or even more clumsy (in many cases) launching their own appchain.
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