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Sirius XM (SIRI) Crashed 65%. Buffett’s Buying the Dip. Here’s Why I Am Too.
The market’s priced it like a melting ice cube. But the cash flow, buybacks, and Berkshire stake suggest something else entirely.
Jun 30
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Taylor Selden
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Sirius XM (SIRI) Crashed 65%. Buffett’s Buying the Dip. Here’s Why I Am Too.
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Why I Park My Cash in BOXX
When you owe taxes in two countries, efficiency matters. This ETF quietly converts interest into long-term capital gains.
Jun 27
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Taylor Selden
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Why I Park My Cash in BOXX
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The Case for Long Bonds Is Building Again
I warned when bonds were a disaster waiting to happen. Now I think the risk is finally worth the reward.
Jun 26
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Taylor Selden
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The Case for Long Bonds Is Building Again
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First Position in Oklo (OKLO)
A next-gen nuclear utility with 14 GW of demand, a DoD contract in hand — and the runway to prove it.
Jun 25
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Taylor Selden
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First Position in Oklo (OKLO)
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How to Get Approved to Sell Uncovered Puts
Most brokers don’t allow uncovered puts by default. Here’s how to get the access you need — or find a platform that will.
Jun 24
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Taylor Selden
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How to Get Approved to Sell Uncovered Puts
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Target (TGT): What Happens When the Selling Stops
Why This $95 Stock Might Be a $160 One in Hiding
Jun 23
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Taylor Selden
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Target (TGT): What Happens When the Selling Stops
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Nubank's Infinite Game
Nubank (NU) is scaling, monetizing, and compounding faster than anyone else.
Jun 20
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Taylor Selden
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Nubank's Infinite Game
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The Margin Rule That Powers Collateral Compounding
Reg T doesn’t lend you money. It unlocks buying power from the portfolio you already own.
Jun 19
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Taylor Selden
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The Margin Rule That Powers Collateral Compounding
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Don’t Let the Chart Fool You — ACHR Just Got Stronger
Archer Fell 15%. Here’s Why That Might Be Good.
Jun 17
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Taylor Selden
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Don’t Let the Chart Fool You — ACHR Just Got Stronger
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Introducing Collateral Compounding
A strategy that builds long-term equity exposure without touching your cash
Jun 16
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Taylor Selden
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Introducing Collateral Compounding
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Mid 2025 Deep Dive On Regeneron Pharmaceuticals (REGN)
Parsing the bull and bear cases for Regeneron—what played out, what didn’t, and where the story stands now.
Jun 15
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Taylor Selden
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Mid 2025 Deep Dive On Regeneron Pharmaceuticals (REGN)
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November 2020
Bond funds: Take a close look at your 401k
The Warning E-Mail I Sent To My Family During the Covid-19 Outbreak
Nov 2, 2020
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Taylor Selden
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Bond funds: Take a close look at your 401k
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