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Vinod Nair

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FED day review

Posted By Vinod Nair 06-17-2026 16:47
Found In Egroup: Growth Investing \ view thread
The Wall Street Two-Handed Economist Every market event now comes with a built-in bullish and bearish explanation. Latest Fed Decision: "Rates Unchanged" Bearish: The Fed is worried about inflation. Higher interest coming. Risk assets are at risk. Bullish: The Fed is not hiking. Soft landing is ...

FED day review

Posted By Vinod Nair 06-17-2026 16:47
Found In Egroup: Value Investing \ view thread
The Wall Street Two-Handed Economist Every market event now comes with a built-in bullish and bearish explanation. Latest Fed Decision: "Rates Unchanged" Bearish: The Fed is worried about inflation. Higher interest coming. Risk assets are at risk. Bullish: The Fed is not hiking. Soft landing is ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-11-2026 19:24
Found In Egroup: Growth Investing \ view thread
I agree Mark. I too splurge on llm. I signed up just to try them out. Now I use chatgpt for conversations, Claude for coding and Gemini for searches. I also did not unsubscribe grok which I use to generate videos. I need to cut down on consumption 😀 ------------------------------ A quarter ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-11-2026 17:47
Found In Egroup: Growth Investing \ view thread
Good ones, Wu. Thanks for sharing ------------------------------ A quarter reported, a quarter saved, a quarter wiser. ------------------------------

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-11-2026 17:46
Found In Egroup: Growth Investing \ view thread
Rob - Thank you. You are right. Whether we buy or not SPCX is going to show up in our portfolio thought the funds and ETFs we hold. I shall restrain myself and hold off for now. ------------------------------ A quarter reported, a quarter saved, a quarter wiser. ------------------------------

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-10-2026 16:51
Found In Egroup: Growth Investing \ view thread
my plan is not to speculate for a few days but to invest for long term. this one has special attraction of being part of something big however miniscule that may be. if i get IPO allocation, i will take it but i am not going to take part in the opening day frenzy. If I dont get it, then I will wait till ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-10-2026 16:45
Found In Egroup: Growth Investing \ view thread
I appreciate those who look at my investments critically and cynically. People get paid for this kind of stuff. I am no fan of Musk's ego at the same time I recognize the contributions of both Musk and Sam Altman. When it comes to SPCX, its business is not just space launch, they have starlink which ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-10-2026 08:53
Found In Egroup: Growth Investing \ view thread
When it comes to SpaceX, they are shooting beyond moon literally, to mars that is. Morningstar valuation does look reasonable. But I am still expecting a buying frenzy on the opening day. ------------------------------ A quarter reported, a quarter saved, a quarter wiser. ------------------------ ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-07-2026 10:37
Found In Egroup: Growth Investing \ view thread
Will options be available immediately after the IPO? Or does it take sometime to list them in the options market? ------------------------------ A quarter reported, a quarter saved, a quarter wiser. ------------------------------

Please pardon my AI slop

Posted By Vinod Nair 06-05-2026 22:08
Found In Egroup: Cryptocurrency & Alternative Assets \ view thread
Bitcoin: The Revolution That Became the Establishment In 2009, after the global financial crisis, a mysterious genius named Satoshi Nakamoto introduced Bitcoin. The idea was simple: "Governments print too much money." "Central banks create inflation." "Politicians borrow endlessly." "We need ...

What is the future of Crypto and is there a future for Bitcoin?

Posted By Vinod Nair 06-05-2026 22:06
Found In Egroup: Cryptocurrency & Alternative Assets \ view thread
CTAs say the technicals are broken and BTC can go further down. It can cascade into other cryptos since they are all tied to BTC at the hip. I am still a believer in ETH and DeFi. Actually ETH has dropped more than BTC. So what is the future of DeFi and the useful side of blockchains. ----------- ...

What is the future of Crypto and is there a future for Bitcoin?

Posted By Vinod Nair 06-05-2026 22:05
Found In Egroup: Technical Analysis \ view thread
CTAs say the technicals are broken and BTC can go further down. It can cascade into other cryptos since they are all tied to BTC at the hip. I am still a believer in ETH and DeFi. Actually ETH has dropped more than BTC. So what is the future of DeFi and the useful side of blockchains. ----------- ...

RE: Valuation of SpaceX IPO by Dean of Valuation

Posted By Vinod Nair 06-05-2026 21:18
Found In Egroup: Growth Investing \ view thread
I applied for Conditional Offers to Purchase (COTPs) not sure I will get it. Many brokerages are lowering the eligibility. Inclusion into indices also will increase the frenzy. Let us see how it goes. ------------------------------ A quarter reported, a quarter saved, a quarter wiser. -------- ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-05-2026 16:35
Found In Egroup: Growth Investing \ view thread
Interesting.. Will all the negativity, it might turn out to be a good opportunity. Good luck. But watch out. All the moneys released today by heavy selling might be eying out for the new IPOs ------------------------------ A quarter reported, a quarter saved, a quarter wiser. ----------------- ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-05-2026 10:50
Found In Egroup: Growth Investing \ view thread
Barry-Thanks for sharing🙏. Excellent report, especially the fund part. I think already mentioned BAI and AIQ elesewhere. Then there are segments such as semis and memory represented by SOXX and DRAM. Thanks Vinod ------------------------------ A quarter reported, a quarter saved, a quarter ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-05-2026 09:47
Found In Egroup: Growth Investing \ view thread
Hi Wu - Thanks for sharing. This is very useful. How materially does this change ones decision to get into SPCX? On the positive side, we may not have to wait till the lockup expiry to get in. Price discovery can happen much earlier. Do you consider lockup expiry when investing in IPO? ----------- ...

Valuation of SpaceX IPO by Dean of Valuation

Posted By Vinod Nair 06-05-2026 05:55
Found In Egroup: Value Investing \ view thread
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! Aswathdamodaran remove preview To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! A blog about markets, finance and all things money related. View this on Aswathdamodaran > ------------------------------ ...

Valuation of SpaceX IPO by Dean of Valuation

Posted By Vinod Nair 06-05-2026 05:55
Found In Egroup: Growth Investing \ view thread
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! Aswathdamodaran remove preview To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! A blog about markets, finance and all things money related. View this on Aswathdamodaran > ------------------------------ ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-04-2026 11:18
Found In Egroup: Growth Investing \ view thread
Hi Barry - WADR, I have to disagree. In fact, I will argue that you got it exactly reverse. When these IPOs comes to market it creates new wealth which in turn ploughed into the market or other ventures. So the day 6 is a new beginning. That is what sustain the runs. I expect a lot of fun days in the ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-04-2026 07:46
Found In Egroup: Growth Investing \ view thread
Sure, I am not touching the leveraged ETFs. but still worry about their effects. ------------------------------ MA|Investor-NV ------------------------------