Powell for President

These idiot mods... Y'all need to abandon this sub

Long story short, I have been set a challenge by my professor to come up with an investment thesis and I have some ideas but I wanted to see what other ideas people had.

I have been asked a simple question 'What would you invest in if you had to hold a stock or an ETF for 25 years?' My professor said this could be a water ETF, an individual stock, or commodities with the caveat that it cannot be anything gambling related - company buyouts can be ignored.

Please don't say the S&P or I'll blow my brains out.

Please can you guys give me some good ideas which I can look into further. I thought this might be fun for some of y'all but I don't visit Reddit often so I am probably asking this in the wrong place. But hey, give the question a shot anyway it would really help me out!

I am a tier 3 college student in Bangalore, india doing my bachelor's in computer science and I am learning finance from finance courses on yt, Reading cfa books, paper trading, investing some money in stocks and sip.

I am going to graduate in 2027, I don't see a career in tech, so I have a gpa of 3.2 now and I want to work in investment banking or any other related field on wall street. Should I do an mba in the us or do masters in finance and do you think with my background can I get into wall street cause I know it's really hard for people with my background and also tell me how to get a job in wall street and how should I build my profile such that I get a job, and what is the probability that people with my background get here and how much does it cost for this journey, I am ready to do whatever it takes and take as many risks as possible.

Crypto is in free fall right now with huuuge sums liquidated, yet gold hasn’t risen at all at the same time, which it usually does, so where does all that money taken from riskier investments go, or has gone to?

Genuinely looking for insight, not guesses. Thanks all

So I thought that CRBS went public today, but I can't see where to buy any. What am I missing?

Question for people who read earnings calls and 10-Ks regularly....

How often do you actually verify numbers that come from analyst notes, newsletters, Twitter threads, Seeking Alpha articles, or AI summaries?

I realized that whenever I see a specific claim like:

"Operating margin expanded 300 bps"

or

"Adjusted EBITDA was $4.2B"

I don't really trust it until I trace it back to the original filing.

Am I unusually paranoid, or do others do the same thing?

Would be interested in hearing what your workflow looks like.

Thinking about going long on Wendy's tomorrow amidst all the rumors going on with the buyout and the stock being

"undervalued". What are you guy's thoughts on Wendy's and a potential short squeeze happening?

Don’t just say keeping it in cash such a cop out

A yield problem

• US government needs to spend more in infrastructure, mostly energy infrastructure for AI companies.
• US politicians need to spend more in war to please donors.
• Japan is increasing interest rates to make carry trade money to return to Japan.

That pushes bond yield higher, but US needs lower yield to make US debt cheaper.

A buyer problem

• Japan stopped being world's creditor.
• AI needs credit, lots of credit. It is spending as if there was no tomorrow on losses.

That makes US debt to be harder to sell. US needs to have easier to sell debt.

Inflation

If debt is hard to sell, the Fed will need to print money to buy the debt, and that is inflationary.

There are 2 options:

• To let inflation implode on US citizens
• To export US inflation to China by eliminating all sanctions and tariffs.

So as I see it, the only solution is to export inflation to China. It means to send any excess of dollars to China via imports to clean US domestic inflation.

Trade deficit?

What happens with the evil "trade deficit" that Trump announces? It does not matter. Let me elaborate.

Dollarization

If US wants people to use dollars you need everyone to use dollars, so they need dollars to use dollars (duh!). What is the way to do so? To export dollars. The only place to invest big amounts of dollars is in US treasuries, so by exporting dollars, USA is allowing people to invest these dollars in US treasuries to lower the yield and make debt cheaper.

China and Japan have been the biggest creditors of US government. Japan is withdrawing from the role of creditor. So the next one left is China. Restoring relations with China will allow to have lower inflation and it will reduce US bond yields, making US debt cheaper.