texual

I cannot believe what I am reading. The end of Cheers!? This must be the top signal.

Suppose you're a well-off professional and happen to be single. Where else would you live to get a combination of the culture, arts, theater and restaurants with possibilities to date other similarly minded professional women? Asking for a friend, lol. I've done the research and some data points to small/medium cities with a higher % of single women, ie. Rochester and Pittsburgh (also very affordable!) as good dating markets, the reality of living in such a place as I did last year left a lot to be desired. Guys like me don't thrive in the rust belt or blue collar towns. I also know I would hate Florida, lol. This last year I foreited a high 6 figure income to get a lower one in NYC. So far I've enjoyed it and seem to be finding plenty of dating opportunities with women I actually like for their ambition and energy. I've been blessed to live in a low cost area with a high income for many years - but at some point the financial returns cant outrun an unsatisfying personal and social life. I took the gamble and ran back to the city, Mamdani be damned. Many people would be happy in Atlanta, DC, Dallas/Ft Worth, or Ft Lauderdale. Highly person dependent! As a neurotic/Seinfeld/Curb guy in a cerebral field, you'll not find a more fitting city than Gotham.

Housing has been more frequently mentioned in Washington. There's mention of F2 and mortgages. I suspect after whatever wartime fiasco is happening now, this will be a bigger focus. I have been in and out of F2 (preferred as well) at a loss, on several occasions. Today I did buy back into them and will slowly add in. For now it is largely commons but I want to get a bigger FNMAS position over the FMCC/FNMA to the tune of 2/3 total. Insurance hedge, I suppose. I'm not entirely convinced Ackman will save the day but I think Burry makes good arguments about these stocks being attractive. I've been aware of their profitability and earnings but that doesn't necessary mean much to OTC holders. Anyone else buying here?

Forgive me if this has been mentioned. I finished TASK on HBO. Short, 7 episodes, perfectly paced and acted. Great little show with a lot of good acting, and plot twists. Highly suggest if you like the vibes of True Detective, Ozark. I am watching The Pitt and really love it. I started Mare Of Easttown on HBO after TASK as it came highly recomended. So far so good.

Just came here to say I really thought this was going to be a Joe and Tracy love fest, but sadly no! Anyway, I highly recc' Odd Lots podcast, great stuff!

lol Saturday evening I loaded onto Cardano (ADA), Stellar Lumen (XLM), XRP, and BTC Today: Added to BRK.B Added to PFE Added to INTC Started position in Metaplanet

To piggyback on Paarslaars: What are people thinking of with Metaplanet? I am listening to a lot of Chanos talking about the spread in the mNAV over time, seeking to short MSTR and go long bitcoin exposure. I am seeing the argument being the bigger the holdings and larger the treasury, the more we would expect a narrowing of mNAV? And when we look at Metaplanet its quite a higher ratio. Is this something that will crash back down to earth with all BTC treasury companies or is there a legitimate opportunity to get the smaller, "Asian MSTR" OTCMKTS: MTPLT/3350?

GOOG.

May I also recommend the Le Creuset coffee mug. Elegant, well built, great colors and long lasting. Get them whenever there is a seasonal sale, or visit their outlet. I cant say enough good about this mug!

Closed my position on BAC Decreased my position on SHOP by 1/3 Closed my position on PLTR

I still stand by putting Eddie Lampert in this list lol.

I won't be buying UNH until there's some clarity.

I'm thinking of moving back to NYC as time and my income grows. Perhaps there is an ebb-and-flow to these things. Just over 5 years ago I left NYC to enjoy a bucolic lifestyle and higher pay. As time goes on and I've done well, there is an appeal to the city, as I can afford to enjoy it in ways I could never had I stayed. I now seek wider intellectual and cultural sophistication. Nothing including frequent travel or the odd-gem town/city anywhere else can replace living in NYC. Time and money makes all the difference.

Re opened a position on BAC Added to SHOP Started position in OXY

If you or anyone else comes across any books that are related to Chinese/Taiwan/HK or any major Asian real estate and property, corporate history or otherwise - please share! I would love to get a perspective on things like Evergrande, or just how the Chinese cities grew over the last half century.