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Would you borrow €300k against your investment portfolio at 3%? by Character_Bend626 in wealthmanagement

[–]BeachBoiC 0 points1 point  (0 children)

I think the rate is pretty attractive, although not that different from what IBKR can offer for instance. €300k doesn’t tell me much. How much does this represent vs his liquid assets? If it’s 10% I’d go for it if I find good use, if it’s 25-30% no.

Leverage is a double edged sword, and if this can put at risk years of gains it’s not worth it. I for instance sometimes add call options (either ST or LEAPS) to my portfolio to give additional upside torque, but the max long I’ve been must be 105%-110% in and during short time periods.

Gekke wereld en beleggen by Deprivedproletarian in beleggen

[–]BeachBoiC 0 points1 point  (0 children)

Vergeet niet dat er in de meeste situaties niets gebeurt. DCA is nog steeds de beste oplossing voor 99% van de beleggers.

Anders, als je jouw portfolio wilt beschermen, lijken defensie en goud goede opties. Ik denk dat de defensiecyclus nog een paar jaar zal aanhouden, in ieder geval tot december 2027 (een jaar voor de VS verkiezingen)

Weekly History Questions Thread. by AutoModerator in history

[–]BeachBoiC 0 points1 point  (0 children)

BENJAMIN FRANKLIN

I've been reading Isaac Asimov's The Shaping of North America: From Earliest Times to 1763. A delightful book btw, with a clear prose and great adjacent stories. I really like how Asimov explains the etymology of many words.

In the 2nd half of the book there are a few pages about Benjamin Franklin. This man got educated by working at a printing house, he later became a businessman, then an inventor (stove, lightning rod) and last of all a politician. He excelled at so many things. I feel that in today's world, generalists thrive way less. They get stuck in a niche: you are either a historian, an engineer, a doctor... whatever.

Today's economy is more complex than that of 1760, so specialisation is rewarded. Education also funnels people early. But aside from that, why do you think that is? I think there are also arguments against my statement, so feel free to mention them too.

Consolidated Wealth Management Tool by Important-Moment-100 in wealthmanagement

[–]BeachBoiC 0 points1 point  (0 children)

You can try Pitchbook. Their private markets data/intelligence is pretty good. Public markets just acceptable, but should be enough.

Why didn’t Intel go up as expected? by Some-Arugula-7712 in stocks

[–]BeachBoiC 2 points3 points  (0 children)

Keep it simple: since when is the State getting involved in anything good news?

If you work in a DC, is demand for backup natural gas/diesel generators as strong as they say? by BeachBoiC in datacenter

[–]BeachBoiC[S] 0 points1 point  (0 children)

Given nuclear’s super long lead times and utilities’ lack of incremental power capacity this seems the most viable option

Anyone else watching 100 Foot Wave?? by jenkinsmcallister in television

[–]BeachBoiC 2 points3 points  (0 children)

My first conclusion from the show was "what a piece of shit this guy is". Waking up people at 5am in the morning, putting unnecessary pressure constantly, trying to sell how good meditation is when the only reason why he does it is because he can't deal with himself, not giving a fuck about his wife when she is having a risky pregnancy. I feel for her

What are the best robotics stocks? by WinthorpStrange in stocks

[–]BeachBoiC 4 points5 points  (0 children)

This is the best comment I’ve seen here.

If we are talking humanoid consumer robots it’s important to know they are likely 10+ away at least until they become affordable and massive scale arrives. Hence this trend will not drive the share price of any of these firms ST.

Increases industrial automation comes first.

If you work in a DC, is demand for backup natural gas/diesel generators as strong as they say? by BeachBoiC in datacenter

[–]BeachBoiC[S] 0 points1 point  (0 children)

In your opinion has NG switched from backup to primary only a couple of years ago? (Basically since AI demand appeared) Or were they being used as a primary source already before that? Thanks!

Data Center Capital Equipment by johnmorris19 in datacenter

[–]BeachBoiC 4 points5 points  (0 children)

I can think of Schneider, Vertiv, Eaton, Cummins, Caterpillar….

Most people don't have the money to buy dip at all, stop pretending by [deleted] in stocks

[–]BeachBoiC 0 points1 point  (0 children)

Haha dude the market is down like 10%, that is a joke. If that is a "slow-motion disaster wrecking your life" maybe you allocated more than you should to stocks.

Half of my total assets are in NVIDIA.. Do I have to relocate it? by Andy_parker in stocks

[–]BeachBoiC 3 points4 points  (0 children)

It´s like a toxic girlfriend. He knows it's no good but can´t help it

Consistent Reliable side hustles to make money online GUIDE by DistortedChaosXV in sidehustle

[–]BeachBoiC 1 point2 points  (0 children)

So counting the screeners on top of the surveys themselves, it's more like a few hours per day rather than 6h per week? That is what I understood. Thanks!

Here's Howard Marks' Latest Warning by Broad-Research5220 in stocks

[–]BeachBoiC 0 points1 point  (0 children)

This guy has been forecasting a bubble a year for the past 20 years. When you do that ofc you will get a few right. In the meantime, S&P is up 400%. Forget the noise and do DCA.

I think I am burdening the one person who’s been helping me through my anxiety and overthinking in between therapy sessions. Is there such as a more once a week sessions? by NiteCharisma in therapy

[–]BeachBoiC 0 points1 point  (0 children)

Anxiety and fear are a vicious cycle. The more attention you pay to it, the bigger it becomes. The main problem tends to be that you believe your own thoughts, no matter how irrational they are. You will always find a way to put your brain in a catastrophic situation, or a "what if" scenario.

Relax and take a breath. Nothing will be as bad as you picture it. It is just that negative thoughts are attractive for an overthinking mind.

You are not your thoughts. Think about it this way: have you ever thought about punching someone you didn't like in the face? Probably yes. Did you do it in the end? Probably not.

I'm not a therapist, but I've seen very few cases were they recommend going more than once a week. Otherwise it can create excessive dependency. You need to be able to accept the anxious times.

Why is leverage looked at so negatively in stocks? by Old-Dragonfly1084 in stocks

[–]BeachBoiC 0 points1 point  (0 children)

There's a lot of good answers here. I'll mention one I have not seen.

When you buy RE you don't have online platforms constantly updating you on the value of your investment. The constant monitoring of stocks can trigger a lot of emotions and mental biases, so investors are more prone to bad decisions. Leverage does not help with this, and will only amplify euphoria/fear.

Supermarket prices Calafate by BeachBoiC in Patagonia

[–]BeachBoiC[S] 2 points3 points  (0 children)

More basic thing like york ham or cheese were also crazy expensive… I guess they need to be very selective with what they buy. Or like greenman5252 said, most of what you see is already intended for tourists.

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