Our Insights
Is AI a Bubble?
Is AI a bubble? Or just the largest self-funded buildout in history? It’s a fair question, especially with how large the dollar amounts are being thrown around. But the structure...
Is AI a Bubble?
Is AI a bubble? Or just the largest self-funded buildout in history? It’s a fair question, especially with how large the dollar amounts are being thrown around. But the structure...
My Uber Driver Beat the Market
My uber driver made $100k last month trading I took an uber to the airport and got a LECTURE on investing He said he’s a “short term investor” and looks...
My Uber Driver Beat the Market
My uber driver made $100k last month trading I took an uber to the airport and got a LECTURE on investing He said he’s a “short term investor” and looks...
How to Properly Report Box Spread Loans for Tax...
Box spreads use options to synthetically borrow against a portfolio at a low, fixed rate. (currently below ~4% in many cases) The financing cost shows up as an unrealized loss on the options...
How to Properly Report Box Spread Loans for Tax...
Box spreads use options to synthetically borrow against a portfolio at a low, fixed rate. (currently below ~4% in many cases) The financing cost shows up as an unrealized loss on the options...
When Big Gold and Silver Wins Become Tax Problems
Avoiding taxes on large gold/silver gains has become the #1 thing I’m working on. With silver touching $120 and gold $5,500, there’s a lot of unrealized gain sitting out there. Whether you own: Physical metals...
When Big Gold and Silver Wins Become Tax Problems
Avoiding taxes on large gold/silver gains has become the #1 thing I’m working on. With silver touching $120 and gold $5,500, there’s a lot of unrealized gain sitting out there. Whether you own: Physical metals...
Before You Buy Another Index Fund, Watch This. ...
80-90% of active stock pickers fail to beat the market.I think the reality is even worse once you factor in:• The taxes they incur• The extra concentration risk they takeThat’s...
Before You Buy Another Index Fund, Watch This. ...
80-90% of active stock pickers fail to beat the market.I think the reality is even worse once you factor in:• The taxes they incur• The extra concentration risk they takeThat’s...
People Are Nuts
I just had a call with someone that has put their entire portfolio into TSLAThis was the conversation:Me: How have you modeled your price target and how frequently are you...
People Are Nuts
I just had a call with someone that has put their entire portfolio into TSLAThis was the conversation:Me: How have you modeled your price target and how frequently are you...