XPeng vs Tesla: Why I’m Backing the Chinese EV Maker
sgtayjeremiahj XPeng vs Tesla: Same technology roadmap, opposite trajectories. XPeng growing 150% trades at 2x sales. Tesla declining 8.6% trades at 16x sales. Here's my full investment analysis.
Investment
ATI Inc – Waiting for a Better Price
Is ATI Inc worth buying at US$121? The defence story checks out: 68% revenue from aerospace, Trump's budget proposal, nuclear tailwinds. But after a 112% run, the stock trades at…
My 2026 Investment Strategy: Targeting 15-25% Returns
Markets are volatile, but volatility creates opportunity. Trump needs wins before midterms—I'm focused on three sectors that capture what he needs to deliver: Industrials, Consumer Discretionary, and Health Care. Targeting…
How Defensive Options Trading Turned an 18.74% Return Into 3.98%
My stocks and crypto returned 18.74% in 2025—generating 2.4% alpha over the S&P 500. My actual return was 3.98%. What happened between 18.74% and 3.98%? Defensive options trading and a…
How I Made 150% on One Stock (and Why I Didn’t Make 1,000%): 5 Trades Analyzed
I made 463% across five stocks in two years through active trading. Here's what worked in 2024—and why my defensive 2025 positioning cost me.
I Expected an AI Crash in 2025 and Missed the Rally
In 2024, I beat the S&P 500 by concentrating in AI/tech. In 2025, I positioned for a crash that never came. Here's what happened when market timing went wrong.
Navigating 2024: REITs vs. Real Property – Making Informed Investment Choices
In 2024, navigating the real estate market demands a nuanced understanding of both micro and macroeconomic trends. Amidst falling global inflation rates and eased supply chain pressures, investors face pivotal…
Reflecting on My 2023 Stock Market Journey
Reflecting on 2023's investment journey, I achieved a stellar 44% realized and 61% unrealized return, centered on technology and EV sectors. Looking ahead to 2024 amidst geopolitical tensions and economic…
The Shifting Tides of BRICS: Impact on USD and Alternatives
Transitioning from an all-equities approach to a balanced 60/40 portfolio marks a pivotal shift in my investment strategy. From aggressive growth-seeking in stocks to embracing stability with bonds, this journey…
A Comprehensive Investment Outlook for 2024 from My Perspective
Navigating the dual realities of fixed income investments in 2023 and the anticipated market dynamics of 2024 requires a nuanced approach. The flight to stability in the face of interest…