Welcome

Me

A previously energetic outgoing dad…

Work

I’m an Electrical engineer by trade, now leading HVDC projects specializing in offshore wind.

Life

Writing: my journey through life, including recovery (on-going) of chikungunya fever

Around the world today…

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  • Started with a list of every US stock (excluding ETFs/funds) and ran a baseline filter for size and liquidity (market cap > $1B, TTM sales > $10M, Dollar volume > $1M/day). From about 15,000 that narrows the […]
  • Tomorrow skhy (00066) reports snd kospi is already collapsed for all intents and purposes… i am still holding through this mayhem but it appears that nasdaq ignores all fundamentals and only follows kospi… which is a gambling […]
  • This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to […]
  • The market disagrees – expects the Fed to hold. https://finance.yahoo.com/economy/policy/articles/citadel-securities-sees-warsh-delivering-214213265.html Citadel Securities expects the Federal Reserve to raise interest rates this week, a surprise move strengthening Chairman Kevin Warsh's credibility in the battle with inflation. A quarter-point […]
  • The market is currently pricing CXMT as though it is ready to challenge SK hynix (and others) across the entire memory industry. First, it is true that CXMT is a legitimate competitor in commodity DRAM. It can […]
  • America’s biggest companies say they might need more people after all. For months, major employers treated hiring as an expensive last resort. Now, a shift is emerging across industries. Companies ranging from railroad giant CSX to Google […]
  • Oil dropped about 8% this morning on the Iran de-escalation news, WTI back near $83. Odds of a hike later this year had jumped to something like 38% last week purely because oil broke above $100. Two […]
  • FUBO trades at $8.30-8.60 ncluding Disney’s 70% stake, the look-through enterprise value is about $1 billion against $6.2 billion in annual revenue, or 0.16x sales. The market values each subscriber at roughly $140, versus $250–$400 in comparable […]