159 - Why We’re Waiting on SpaceX and Side-Eyeing the Iran Deal | IINsights
Episode notes
Investing IINsights — Weekly Email Audio Edition
This week’s Investing IINsights is all about hype versus reality.
SpaceX is finally public, and while the company itself is exciting, IPO hype, massive valuations, insider lockups, and retail FOMO are not exactly our favorite setup for a calm entry point. We explain why we’re waiting, what we’d rather see before buying, and why exposure through funds or ETFs may make more sense for some investors. Reuters reported SpaceX jumped after its Nasdaq debut and crossed a $2 trillion valuation, which is exactly why valuation discipline matters right now.
We also dig into the Iran “not-a-war” deal, why markets reacted before real details were clear, and why vague political assurances are not the same thing as risk disappearing. Reports describe the deal framework as including a 60-day ceasefire window and potentially major reconstruction funding, which is why we’re treating it as unresolved—not magically fixed.
In this episode, we cover:
- Why we’re waiting on SpaceX instead of chasing IPO FOMO
- The problem with giant valuations and lockup expirations
- Why the Iran deal may be more ceasefire than resolution
- What the Fed’s latest rate stance means for markets
- Top 5 IINvestments going ex-dividend next week
- Portfolio updates: selling YBTC, reallocating into LFGY/NUGY, adding CAIE, and building dry powder
If you like market updates with a dividend-income lens, real portfolio moves, and zero interest in sprinting into hype tornadoes, this is your IINsights drop.
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