Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
This week's stock shocks as of 7th August, 2026
Hormuz de-escalation pulled crude below $76 and sent the Dow to three record closes. The companies that beat and fell anyway tell the other half of the…
Aug 7
•
Krish
15
SpaceX (SPCX): The AI infrastructure company hiding inside a rocket business
Its first quarter as a public company brought $7.8 billion of revenue, $18.4 billion of capital spending, and a business that launch no longer explains
Aug 6
•
Krish
21
The great rotation: why value stocks are beating big tech in 2026
The S&P 500 is near records while big tech goes nowhere. What is driving the 2026 rotation, and what it means for your US portfolio.
Aug 5
•
Krish
21
Gold has fallen close to 28% during an actual war. Should you still own GLD?
Buying gold the moment a scary headline broke was close to a reflex trade, and it usually paid off.
Aug 4
•
Krish
20
Tim Cook’s last earnings call was Apple’s best quarter ever. The stock fell anyway.
Owning Apple meant betting on iPhone units and letting Services compound quietly in the background.
Aug 3
•
Krish
22
#FinancialPlanning
View all
Balanced and income ETFs: Navigating Fed uncertainty
2025 has brought heightened anxiety and opportunity to investors, thanks to the persistent uncertainty surrounding the Federal Reserve’s interest rate…
Aug 12, 2025
•
Mythili
21
What does ‘minimal margin of safety’ mean for investors now?
In 2025, as U.S.
Jul 9, 2025
•
Mythili
6
Equal-weight and small-cap ETFs: Reducing concentration risk
The landscape of equity investing in 2025 is marked by a renewed focus on diversification and risk management.
Jul 8, 2025
•
Mythili
36
Tactical Asset Allocation (TAA): Balancing risk and reward in changing markets
In the ever-shifting world of investing, sticking to a single, unchanging strategy can leave your portfolio exposed to sudden market shocks and missed…
Apr 30, 2025
•
Mythili
8
Tax-efficient ETFs: Designed for minimizing tax liabilities while maximizing returns
In the complex world of investing, one thing every investor wants is to keep more of their hard-earned money.
Apr 22, 2025
•
Mythili
8
Recent posts
View all
This week’s stock shocks as of 31st July, 2026
Watching US markets week to week without context is just noise.
Jul 31
•
Krish
20
Apple’s first CEO change in 15 years lands just as its cheapest-in-class AI bet starts paying off
Analyzing Apple meant counting iPhone units and worrying about China.
Jul 30
•
Krish
22
The Fed’s independence is being questioned, here’s what markets are pricing
Most investors watch the Fed’s rate decisions and stop there, treating every meeting as a pure read on inflation and jobs.
Jul 29
•
Krish
21
See all
Recommendations
Compounding Quality
Compounding Quality
The Compound Digest
Compound
Money Machine Newsletter
Money Machine Newsletter
Finance Fridays
Finance Fridays
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts