Finimize
@finimize

Investment research for those short on time. 1M+ community worldwide. Apple: apple.co/2yiBNzI Android: tinyurl.com/49w9r32v

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finimize.substack.com/
Joined October 2014
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Six Lessons From Two Years In The Finimize Portfolio

Six Lessons From Two Years In The Finimize Portfolio Over the past two years, I’ve added 18 ideas to the Finimize portfolio. There have been eight winners (up on average 89.9%), eight losers (down an
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AI Is Already Reshaping The Economy – But It’s Nowhere Near Done

Anthropic’s economic team published a report modeling modest, substantial, and extreme scenarios on how AI could affect economic growth, jobs, and unemployment in the US. Widespread AI adoption would
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Why The US Really Stepped In To Help Prop Up Japan’s Yen

Japan and the US worked together to prop up the yen for the first time in 15 years, after the currency slumped to a 40-year low. The US Fed also gave Japan a new way to finance future currency
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Then There Were Seven: The Hormuz Recovery Stocks, Revised

A new flare-up in the Iran conflict has reshaped the original investment case. So, here’s what’s staying, what’s going, and what’s joining the basket. Almost two months ago, I launched the Finimize
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Eight Beaten-Down Stocks That Should Rebound Fast When Hormuz Reopens

While we (well, most of us) all love the AI trades and the massive moves in memory stocks this week, it's important to remember that the Iran war and higher energy prices have hit a wide range of
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AI Investors Have Their Eyes On Optical Networking

Tech’s cloud giants keep throwing piles of money at data centers, and investors have been making very real returns by following that spending trail. First, it was Nvidia with its specialized graphics
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