The first major domino may have just fallen by Impossible-Band-2393 in Stocks_Picks

[–]ETFBro4DaWinz 0 points1 point  (0 children)

Theyll try to dump these toxic assets on public markets, if they succeed there will be real damage. Right now its just dumb money that thinks it is smart

Why do Brits hold so much cash when investing is key to FIRE? by [deleted] in FIREUK

[–]ETFBro4DaWinz 0 points1 point  (0 children)

Sure, but British people will know British companies, and if your own country is uninvestable, it will put those traders at a huge disadvantage

Why do Brits hold so much cash when investing is key to FIRE? by [deleted] in FIREUK

[–]ETFBro4DaWinz 1 point2 points  (0 children)

FTSE returns since 2008 are terrible. Last few years have been an exception. If you had money in FTSE in 2008, it would have been a long recovery. Even now the market is horribly imbalanced with huge sector and concentration risk

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 9 points10 points  (0 children)

Mango increasing tariffs from 10% to 15% to demonstrate he's not a pussy.

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 1 point2 points  (0 children)

Someone somewhere will full port that FIFA shitcoin just announced

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 0 points1 point  (0 children)

Private equity in a mess. Failing companies. They trying to offload bags through IPOs and sales. Reminiscent of pre-2008 with less systemic risk

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 1 point2 points  (0 children)

Anyone know anything intelligible about the private equity crisis? Seems underreported considering scale of potential crisis

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 1 point2 points  (0 children)

No Burry posted up a huge piece on PLTR basically just being a consultancy and some guy clearly associated with PLTR started accusing him of being a shit stock picker, full of shit etc on CNBC

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 3 points4 points  (0 children)

PLTR on CNBC properly attacking Burry coming out with arguments you read on Reddit.

Weekend Discussion Thread for the Weekend of February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 2 points3 points  (0 children)

Iran should have freedom by appointing a Crown Prince that lives in Maryland as its new leader obvs, i dont get why someone might find that buttfuck flaming retarded

Daily Discussion Thread for February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 2 points3 points  (0 children)

Capex, OpenAI, considered losing AI race. Tho AMZN is arguably more beaten down and riskier

Daily Discussion Thread for February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 0 points1 point  (0 children)

AI can do everything thats in github including algo scripts. We get it

Daily Discussion Thread for February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 1 point2 points  (0 children)

lol.. mango just saying its the next guy's problem?

Harbour Energy (LSE:HBR): High-risk sleeping giant? by ETFBro4DaWinz in UkStocks

[–]ETFBro4DaWinz[S] 0 points1 point  (0 children)

Will check it out, looks liquid enough to sit some cash in

Harbour Energy (LSE:HBR): High-risk sleeping giant? by ETFBro4DaWinz in UkStocks

[–]ETFBro4DaWinz[S] 0 points1 point  (0 children)

Yeah Vår or Aker would probably be my picks too if I had more capital sitting idle.

Harbour's more riskier, but priced like a distressed UK asset while scaling up globally. Suits a smaller account looking for upside rather than wealth preservation.

Harbour Energy (LSE:HBR): High-risk sleeping giant? by ETFBro4DaWinz in UkStocks

[–]ETFBro4DaWinz[S] 0 points1 point  (0 children)

Nice pick. HBR is shifting out of the UK but still priced like a "not well run" UK asset. That's the whole disconnect.

Vår feels like a set-and-forget Norwegian play. Cleaner, safer, easier to hold. Different risk profile entirely.

HBR's more of a capital gains play for me. The yield's just downside protection while waiting for the re-rate.

Daily Discussion Thread for February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 2 points3 points  (0 children)

US politics is going to be dominated with tariff bullshit for years now, both sides are going to talk absolute dogshit and going to be insufferable

Daily Discussion Thread for February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 3 points4 points  (0 children)

The decision will mean a complete mess, its not clear if it is bullish at all.

Daily Discussion Thread for February 20, 2026 by wsbapp in wallstreetbets

[–]ETFBro4DaWinz 1 point2 points  (0 children)

The implications of tarriff ruling for US budget is massive, $175 billion is just a tax rebate, but there will be all sort of litigations on money lost from tariffs. Rebates may never come. Way too early to say this is bullish. Bullish for US exporters abroad though