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  1. 7

    Intel as a longterm investment

    Thoughts on Intel as a longterm investment? How Intel plans to catch Samsung and TSMC and regain its dominance in the chip market https://www.cnbc.com/amp/2021/11/06/how-intel-plans-to-catch-up-to-samsung-and-tsmc-with-44-billion-of-new-global-chip-fabs.html
  2. 7

    If you run a hedge fund, what are your most critical issues?

    "Not being able to beat a passive benchmark after expenses and fees". Most hedge funds are scams in that they know they are minus EV after expenses and fees when rated against reasonable passive benchmarks, especially if they hold tens of billions of dollars, and even on a risk adjusted basis...
  3. 7

    Cathy Woods - ARK Investment

    Nothing you wrote here helps your case-- means anything. If you like, re-read my post. Regardless, good luck.
  4. 7

    Cathy Woods - ARK Investment

    You should not play short-term results, but rather build a rational thesis. She does not play by the year, nor do others like Buffett. If you really think one year of under performance by an active manager, taken by itself, means much, you are wrong. I literally mean that this would be...
  5. 7

    Cathy Woods - ARK Investment

    Cathie swiftly cut her position as new news she thought was unfavorable to the company surfaced. She did the same in China before a continuing serious slide in prices happened. Cathie has a reputation as having good stock opinions at every firm she has been at, for decades. She has been quick...
  6. 7

    Deflation & Cathie Wood

    Cathie has a reputation as being a winner at stock picking and allocation advice at every firm she worked at (where she was involved in those two areas), going back decades. A cool thing about her Ark funds is she reveals her thoughts on all her major moves so she gets feedback and others can...
  7. 7

    Deflation & Cathie Wood

    Thoughts on Cathie Woods's thesis that we are headed for deflation?
  8. 7

    Inflation stocks

    Nice reply. Thanks.
  9. 7

    Inflation stocks

    What sectors and stocks do you think will do well during prolonged inflation? Or do you think prolonged inflation will not be a meaningful problem?
  10. 7

    Semiconductor OSAT stocks

    @maxinger and @HobbyTrading are giving me quite and education. Thank you! Do either of you have thoughts specially on Amkor (AMKR)?
  11. 7

    Semiconductor OSAT stocks

    Thank you. If inflation runs hot for two or more years, how do you see that affecting these stocks?
  12. 7

    Semiconductor OSAT stocks

    Thoughts on stocks like AMKR.and.ASX? OSAT = Outsourced Semiconductor Assembly and Test
  13. 7

    tips for become a good trader?

    Excellent thought for success in life. However, I do not know any retail FOREX traders who are able to make a living.
  14. 7

    Cathy Woods - ARK Investment

    How do you know if starting tomorrow we will be in a piece of a bull market or a bear market? The best and the brightest have had caniptions trying to predict the future direction of the market: Unless they said that over very, very long periods the market has had an upward drift and they were...
  15. 7

    tips for become a good trader?

    Be around traders who are better than you.
  16. 7

    What is that one thing that has been a game changer for you?

    Be around people who are better than you are.
  17. 7

    Expectations..

    I do not know if retail FOREX is beatable but what you wrote is good advice for many areas of life.
  18. 7

    What is that one thing that has been a game changer for you?

    Bot Destroyer chapter in Trader's of the New Era, you would like!
  19. 7

    Best strategy for a new person.

    You should not go through a human stock broker. If you are a pro needing best fills through direct access (no sale of your orders through the free commission shops), paying a firm like Interactive Brokers a by the share fee is a legitimate way to go. If you invest for years/decades (hopefully...
  20. 7

    Best strategy for a new person.

    Successful traders and investors rarely pay a human stock broker for advice or to place a trade
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