159 - Why We’re Waiting on SpaceX and Side-Eyeing the Iran Deal | IINsights

Investing IINsights — Weekly Email Audio EditionThis 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 FOMOThe problem with giant valuations and lockup expirationsWhy the Iran deal may be more ceasefire than resolutionWhat the Fed’s latest rate stance means for marketsTop 5 IINvestments going ex-dividend next weekPortfolio updates: selling YBTC, reallocating into LFGY/NUGY, adding CAIE, and building dry powderIf 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.Where You Can Subscribe To Our Weekly UpdatesEmail SubscriptionSubstack Newsletter SubscriptionLinkedIn Newsletter SubscriptionLeave a comment:On this episode's Youtube Video_________________________________________________________________________________DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.Episode music was created using Loudly.