Beat the SP500 returns for 10 consecutive years
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In Progress
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The journal of my attempt to beat market returns for 10 years straight, through stock picking and trading. I aim to grow a brokerage account into the 8 figures and achieve Financial Independence. I wi…
Day 427·Jul 1In the space race between the US and the USSR, the USSR was ahead initially. The Sputnik moment. The US was the industrial giant at the time and eventually "won" the space race by landing on the Moon. In the AI race today between the US and China, China is the industrial giant. They have more than twice the energy input as the US. What if the Anthropic Mythos/Fable moment is the American Sputnik e…- IdeaDay 420·Jun 24My current buying watchlist for adding to my long-term holds. All these could drop 10-20% in the next few weeks/months, given the technicals. Those are US companies in my favorite secular trends that could benefit from US/China rivalry, AI automation, and the energy buildout. Some are speculative and could go to zero. I like the chart structures on all these names. -MP: rare earth non-Chinese…
- Day 415·Jun 19US-China rivalry... I think the US will take direct stakes (ie: 10%) in some critical American technological companies over the coming years, via a multi-trillion-dollar sovereign fund. Similarly to what it recently did with Intel. The US will try to replicate the CCP playbook and prop up local industries. - Space (launch, infra) - Drones/Robots (manufacturers and critical components makers) …
- Day 405·Jun 9Bought more $SLDP today at 2.98, and it's still a relatively small position. Solid Power is a solid State Battery company, with partnerships with Samsung SDI, SK ON and BMW. They are actively scaling their sulfide-based solid electrolyte production in two Denver locations. SSBs are important for the robotic theme: EVs, autonomous robots, drones.