Mkoh
Mkoh
No personal profile
29Follow
208Followers
1Topic
0Badge
avatarMkoh
11:31
Short take: Probably not a great trade for 2026 — at least not yet.The proposed 10% cap on credit card rates would seriously hurt the biggest earners in the space (think Capital One, Amex, Discover, even some of the big banks’ card divisions). That’s a massive hit to their highest-margin business, and the market already priced in a pretty ugly reaction when Trump floated it.If the cap actually gets passed and sticks for the full year, I’d expect more pain and lower multiples for those names. On the flip side, if it gets watered down, delayed, or quietly killed in Congress/bureaucracy (which is very possible), then the stocks could bounce hard from these depressed levels.Right now it feels more like a high-risk “fade the fear” play than a clean bullish setup. I’d wait for more clarity befor
avatarMkoh
05:39
avatarMkoh
01-15 22:30
avatarMkoh
01-14 22:09

Monetizing the AI Boom: Strategies to Justify Soaring Capital Expenditures in 2026

Look, I’ve been following this AI gold rush pretty closely, and right now it feels like we’re watching the most expensive bet in tech history play out in real time.The numbers are honestly insane. The biggest cloud players — think Amazon, Microsoft, Google, Meta — are burning through something like half a trillion dollars in capital expenditures over just two years. We’re talking new data centers popping up faster than anyone can count, insane power deals, custom chips, whole new grids being planned… it’s like the entire industry decided to build the next decade of computing all at once.And the question everyone (including me) keeps asking is:Okay… but how are they actually going to make that money back?Here’s what I’m seeing in early 2026 — the realistic ways companies are starting to tur
Monetizing the AI Boom: Strategies to Justify Soaring Capital Expenditures in 2026
avatarMkoh
01-14 08:28
avatarMkoh
01-13
$Visa(V)$ picking up when sentiment is poor
avatarMkoh
01-11

Navigating Alternative Investments: Private Equity and Credit Funds vs. Publicly Traded Managers – Which Delivers Better Returns?

In the evolving landscape of alternative investments, investors face a pivotal choice: direct exposure through private equity (PE) and credit funds, or indirect participation via the stocks of leading alternative asset managers like Blackstone (BX), KKR (KKR), Ares Management (ARES), and Blue Owl Capital (OWL). As of January 2026, with private markets surpassing $13 trillion globally and public managers commanding trillions in assets under management (AUM), this debate is more relevant than ever. Private funds promise potentially higher, illiquid returns tied to underlying assets, while manager stocks offer liquidity, dividends, and leverage to industry growth—but with market volatility.This article examines historical and recent returns, risks, and forward-looking factors to help determin
Navigating Alternative Investments: Private Equity and Credit Funds vs. Publicly Traded Managers – Which Delivers Better Returns?
avatarMkoh
01-10
$NVDA 20260109 170.0 PUT$ Full premium at expiry date
avatarMkoh
01-10
avatarMkoh
01-09

Navigating Momentum Trades in 2026: Top ETFs to Consider

As we step into 2026, the investment landscape continues to evolve amid economic shifts, technological advancements, and global uncertainties. Momentum trading, a strategy that capitalizes on the continuation of existing market trends, remains a popular approach for investors seeking to ride waves of upward price movements.  This style involves selecting assets that have shown strong recent performance, betting that their positive trajectory will persist. With AI-driven growth, easing monetary policies, and potential earnings expansions on the horizon, momentum strategies could shine brightly this year. In this article, we'll explore some of the top exchange-traded funds (ETFs) well-suited for momentum trading in 2026. These funds target stocks exhibiting high momentum characteristics
Navigating Momentum Trades in 2026: Top ETFs to Consider
avatarMkoh
01-09

How to Trade Options and Collect Income

Options trading can be a powerful tool for investors looking to generate consistent income from their portfolios. Unlike traditional stock investing, options allow you to leverage positions with potentially lower capital outlays while collecting premiums upfront. However, options trading involves significant risks, including the potential loss of principal, and it's essential to understand the mechanics before diving in. What Are Options? A Quick PrimerOptions are financial derivatives that give buyers the right, but not the obligation, to buy (call option) or sell (put option) an underlying asset, typically a stock, at a predetermined price (strike price) before a set expiration date. Sellers (or writers) of options receive a premium from the buyer in exchange for taking on the obligation
How to Trade Options and Collect Income
avatarMkoh
01-07
avatarMkoh
01-06
avatarMkoh
01-03

Why 2026 Could Be the Year the IPO Market Finally Roars Back to Life

Look, after years of false starts and tepid activity, I'm convinced 2026 is going to be a breakout year for initial public offerings. The stars are aligning: interest rates are easing, investor appetite for growth stories is returning, and there's a massive backlog of mature, high-profile companies itching to tap public markets. We've seen glimpses of momentum in 2025, but next year feels different—like the dam is about to break. I believe we're on the cusp of a genuine resurgence, driven by megadeals in AI, space, and fintech. Sure, not every IPO will be a home run, and volatility could derail things, but the potential upside is enormous. Investors who position themselves wisely could ride some truly transformative waves. The Case for a 2026 IPO BoomIn my view, the IPO drought of recent y
Why 2026 Could Be the Year the IPO Market Finally Roars Back to Life
avatarMkoh
01-02
avatarMkoh
01-02
avatarMkoh
2025-12-31
avatarMkoh
2025-12-31
avatarMkoh
2025-12-30
Flash Crash in Silver and Gold: End of the Bubble or Time to Load Up? The precious metals market experienced a dramatic shake-up on December 29, 2025, as silver and gold prices plummeted in what many are calling a "flash crash." Silver, which had surged to an all-time high of nearly $84 per ounce earlier in the day, cratered by over 15% to a low of around $73.72, marking its steepest single-day decline in nearly five years. Gold, while less volatile, retreated from its record highs near $4,584 to session lows around $4,385, erasing billions in market value across the sector.  This violent reversal came amid a banner year for precious metals, with silver posting a staggering 168% return and gold climbing 72% in 2025 alone. Investors are now left pondering: Is this the bursting of a spe
avatarMkoh
2025-12-30

Go to Tiger App to see more news