Trading & Investing Insights
Notes on markets, the ideas shaping them, and the lessons worth keeping.
- Outperform in Silence: A Fund Manager’s CodeStefan Cheplick reflects on fund-manager publicity, Mark Schmehl, and the freedom to change investment views without an audience.
- You Must Love Inflation – SometimesA personal perspective on inflation, investment, and productivity. Stefan Cheplick asks what an economy gets in return for higher prices.
- How AI Voice Lifts Society From The Doomscrolling EraStefan Cheplick explores whether AI voice tools can move attention away from doomscrolling and toward hands-on learning and building.
- The Next Layer of AIWhy AI voice and data storage could shape the next technology wave. Stefan Cheplick shares a personal example of learning while running.
- The Real Treasury TwistStefan Cheplick examines a bullish Treasury scenario: how lower long-term yields could affect bond portfolios, balance sheets, and financing.
- The Treasury Bond Resurgence Part IIA personal perspective on US debt ownership and productive borrowing. Stefan Cheplick examines the questions behind Treasury debt headlines.
- About The Hedge Fund Kid Who Blew Up His Account24 year old kid, all-in on trendy stocks, 4x leverage, making tons of “LinkedIn” type content blew up a hedge fund… I mean, this is a tale as old as… Read more: About The Hedge Fund Kid Who Blew Up His Account
- SpaceX, Gravity, and Starfall Crystals in SpaceWhen it comes to SpaceX, everyone talks about Starlink, satellites, transportation, data centers and Mars. All interesting. But, also all of it known and priced in. Probably the bigger, lesser… Read more: SpaceX, Gravity, and Starfall Crystals in Space
- When Everyone’s Investing With AI, The Real Pros Have a NotepadAI has created something I never thought was possible: endless, and I mean endless, content and insights about financial markets. For me, this is surprising as I have literally spent… Read more: When Everyone’s Investing With AI, The Real Pros Have a Notepad
- How AI Impacts The Nasdaq-100As I write this today, I can see the divergence in a way I can barely ever remember. In particular, trends related to what AI is doing to the Nasdaq.… Read more: How AI Impacts The Nasdaq-100
- More Micron Musings: My Most Read Post of The YearAbout one month ago, I wrote about Micron and its surge. I also commented on Sandisk and other memory stocks as I called it “Memory Chip Mania.” Thanks to some… Read more: More Micron Musings: My Most Read Post of The Year
- Some Facts About The SpaceX IPOI must say, the stats coming from the SpaceX IPO are remarkable. But first, as you read this post, please keep in mind that I am in no way endorsing… Read more: Some Facts About The SpaceX IPO
About Stefan
I write about trading, investing, and technology, drawing on 15 years of building products for financial research and retail investors.
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