engineeringvirtue

engineeringvirtue

2022 is story in change in market leadership.. Dow and Russel new leaders. Pairs trade lookback.

engineeringvirtue

SPIR spac investors have been completely killed...any hope looking at chart? Not immediately.. but wedge is tightening and could reverse back to 1.62-2.7ish if macro factors don't hold back and if company gives investors more reason to be confident on profitability or a not significantly dilutive cash injection within next 6 quarters.

engineeringvirtue

Don't invest in SPAC compznies normally during first year publically trading, still- for those of us eager to see the private sector unleashed on the final frontier...there is good money to be made, but requires patience and buying carefully after doing careful discounted cash flow analysis and figuring out proper points of entry and exit. Some spacs, like...

engineeringvirtue

The stocks got hit hard recently, is it because institutional investors fleeing risk and reducing acceptable multiples for price to sales and similar metrics? Is there a real concern at all about these stocks surviving in high interest rate or recessionary environment?

engineeringvirtue

Space sector has gathered a lot of interest, but long term investors need to be careful timing entry, avoiding dilution, and limit holdings to high quality... Even then, when growth stocks are punished, returns will lag... Be careful of significant volatility.