Jeremiah Chronister

jeremiahchronister.bsky.social

22 April 2026 21:03

Spot on. The starter portfolio's boring consistency is what compounds into real wealth over decades.

Pendulum thinking is underrated. While US valuations stretch, we're finding similar cycle-aware opportunities on the Warsaw Stock Exchange — names at single-digit P/Es with 20%+ ROE. Different market, same discipline. Solid YTD.

Discipline beats conviction — well said. That kind of process-driven approach works well in overlooked markets too. Poland's GPW returned 41% in 2025 with almost no English-language coverage. Plenty of mispriced names if you look beyond the usual markets.

wootangisforever.bsky.social

28 January 2026 13:08

S&P will continue to rise because it’s a show of how bad the market believes the dollar will tank. Not for any underlying reason of the companies themselves.

ePotentia

epotentia.com

29 December 2025 14:37

Let's not forget modern custom chips produced in the east. :) The big disruption will come from architecture-specific low-energy chips.