thesmattering.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Mansplaining through the ages lol

submitted 6 hours ago • 1 comment

Three good friends get together for a stroll down the Boulevard… What’s in your glass tonight?

submitted 3 days ago • 3 comments

$HIMS feels like a business that's set to get crushed.

submitted 5 days ago • 1 comment

#IFeelSeen

submitted 6 days ago • 0 comments

Bought some stocks and opened some more options today. I'll talk about it next week.

submitted 6 days ago • 2 comments

I think about this quote a lot (from Tribe by Sebastian Junger)

submitted 6 days ago • 18 comments

I just realized March/April 2020 are about to start rolling off the FRED 5-year charts.

submitted 6 days ago • 3 comments

Monday - Roll back tariffs Tuesday - Reinstate tariffs Wednesday - Roll back tariffs Thursday - Reinstate tariffs Friday - Roll back tariffs Saturday - Golf Sunday - Golf

submitted 12 days ago • 459 comments

Moving this from Twitter to Bsky. What are you pouring tonight, my wonderful butterflies?

submitted 11 days ago • 3 comments

Moving this from Twitter to Bsky. What are you pouring tonight, my wonderful butterflies?

submitted 11 days ago • 3 comments

New Episode! Jason and Jeff answer listener questions on this month's mailbag episode. Topics include ETFs vs. individual stocks, investing strategies for kids and grandkids, and how to handle stocks that have skyrocketed in value. Available wherever you get podcasts.

submitted 20 days ago • 0 comments

Whether investing or just being a person in the world, we should ask more questions before we act. 99.9% of the time. 100% of the time on social media.

submitted 23 days ago • 0 comments

New Episode! Jason and Jeff welcome Chris Hill to the show to discuss his new podcast, Money Unplugged. Chris discusses the new podcast and why he wanted to have honest conversations about money with people from all professions and walks of life. Available wherever you get podcasts.

submitted 27 days ago • 1 comment

I see that a popular chart is making the rounds again. It's worth noting that if you put the two time frames on a single axis, the sensationalism melts away. Could there be a second wave of inflation? Sure. But beware of dual axis charts manipulate to produce spurious correlations.

submitted 33 days ago • 4 comments

There were a lot of reasons for the 2008 crisis but a big one was Wall Street had no moral compass I'm convinced more than ever the tech industry now occupies that same role and will be the cause of the next big financial crisis (whenever it happens)

submitted 36 days ago • 16 comments

Heads up! Today is our monthly livestream! Check it out on YouTube, starting at 4PM ET! Bring questions, your sense of humor, and your best insult of @marketmusician.bsky.social! youtube.com/@investingun... #livestream @investingpod.bsky.social

submitted 39 days ago • 0 comments

Today is a very good day for individual investors with a long time horizon to do absolutely nothing in their investing accounts you weren’t already planning to do a week or a month ago.

submitted 43 days ago • 0 comments

Wall Street on tariff policy:

submitted 44 days ago • 13 comments

I suppose it’s now possible that the rest of the world will be forced to cut rates while we stop cutting and potentially raise rates? Seems suboptimal

submitted 44 days ago • 5 comments

What did you dream about doing or being when you were a kid? Most of us grow out of that dream or have it ground out of us by life. But somewhere inside, that dream is still there. Find it. Feel it. Never let it die. Even while realizing that it's false hope, keep that spark of hope going forever.

submitted 44 days ago • 0 comments

ICYMI… New episode dropped Wednesday. What investing myths have you heard? What are the wrong lessons investors learn? Available wherever you get podcasts.

submitted 46 days ago • 0 comments

Hire a clown, get a circus.

submitted 46 days ago • 0 comments

Getting paid to take on the “risk” of buying shares of a great business at a possible premium to the market price in the future. This is one of the great ways to use options.

submitted 47 days ago • 0 comments

$SOFI reported pretty solid results and the stock fell. My best guess is earnings guidance and maybe some “sell the news” on a strong run for the stock in the past six months. Structurally I think SoFi is in the best shape it’s ever been and will have a better ‘25 than it guided for.

submitted 47 days ago • 0 comments

Here’s a surprising stat. ASML had a solid 2024 but actually sold fewer of its leading edge EUV machines than in 2023. And it only delivered the first High NA versions in the fourth quarter. The breadth of its lithography machines across the semi industry is pretty incredible.

submitted 48 days ago • 0 comments

I’m holding out for “dazed, blinded owl crashes into tree” as my photo of the year vote.

submitted 48 days ago • 0 comments

Seeing non-AI capex tech rally again leads me to conclude that aggregate bets on tech stocks has not gone down this week, we just shifted where the bets are being made.

submitted 49 days ago • 7 comments

Stocks are up cause of Jevons Paradox. As soon as they went down in price, everyone could afford to buy more of them.

submitted 49 days ago • 27 comments

I have no idea how disruptive DeepSeek/cheap, good AI will be. But I do know my financial goals, and don't need to capture all the upside of big-tech AI to reach them So I diversify into businesses where I see the risks and understand the moats Opportunity is what you see; risk is what you don't

submitted 50 days ago • 0 comments

"Doing something well, that is hard, opened another door for me." - Fund manager and value investor John Rotonti Find our conversation with John wherever you get podcasts, and also at youtube.com/@investingun... #stocks #podcast #investing @investingpod.bsky.social @marketmusician.bsky.social

submitted 60 days ago • 1 comment

Big uptick in multi-fam starts in the South — maybe offsetting hurricane delays in Oct/Nov?

submitted 60 days ago • 2 comments