texual

I loved this title. A shout out to all the research put into it. A shout out to another book called Do You Want to Make Money or Would You Rather Fool Around? John D. Spooner (johndspooner.com)

Yesterday; Bought large positions in Paypal, Block Bought smaller position in Intel, GM, Bought even smaller positions in Paramount Global B, Spirit Airlines, Jetblue

COIN Accumulated position through 2022, 2023, sold 1/3 at 75. Sold 2/3 of the remaining position yesterday and today.

Got teary eyed on my drive home after seeing the news pop up. In other news, I ordered the updated Poor Charlies Almanac which should be released soon and cannot wait to read it. RIP. https://www.amazon.com/Poor-Charlies-Almanack-Essential-Charles-ebook/dp/B0C5TCGPPS/ref=sr_1_1?crid=OXZLD6CQFEB2&keywords=poor+charlie's+almanack&qid=1701208035&sprefix=poor+char%2Caps%2C109&sr=8-1

Last week I sold completely out of Netflix.

Last week I increased positions for General Motors and Bank Of America.

Yesterday I tripled my small position on Spirit Airlines and started a small position in Jetblue - will monitor the merger arb situation. I also started a entry position on Paramount Global B

I'm heading to Miami for Bitcoin 2023 which is from May 18-20. Anyone else going? Hit me up. Would love to meet others who are going to be there.

Contrarian play after reading this thread: I should return to NYC. Prove me wrong.

Planning on selling my ibonds in August/September and rolling these into treasury bills. I've been laddering short term paper for a few months to capture some of the yield. 4-17 week duration only. I think I did get a 26 week note. The rates are a bit up/down lately and could potentially drop but I would prefer to just sock it into the market if that happened.

Adding ATVI regularly and ongoing. Merger should be approved for 95/sh. Also, "Our Board of Directors declared a cash dividend of $0.47 per common share, payable on May 6, 2021, to shareholders of record at the close of business on April 15, 2021." Its not much but its something to consider if interested in the arbitrage. Will have more clarity in a few weeks as to the EU/CMA regulators. All signs point to approval.

guys stroked out get rid of him hes. a. clown.

Floating Rate Notes — TreasuryDirect I hope this helps. I did purchase this in a small amount just to have an alternative to the i-bond, and a variety of short duration paper as part of a cash strategy over the next 6 months.

The past few weeks I began laddering with TreasuryDirect for new issues starting from 1 month up to 26 weeks, no further out at this time. This is checking account money that would not get anything just sitting. I have transferred a bunch into coinbase and bought USDC stablecoin with its 1.5% APY which is fine. They have a 4% debit card I use, but that rate fluctuates month to month. Got creamed on Intel and the dividend cut made me realize how shifty the economy is going to get if things worsen. Decided against using the brokerage and paying spreads. Don't know enough about CD's, munis or corporates to feel comfortable putting up nearly all my cash that I don't need for a few weeks at play. TreasuryDirect it is. I suspect a few more months of this will persist and then it will turn. At that point turn off the spigot and review opportunities in the market. I think every so often there is a window like this where anyone can safely make money with treasuries and not get stuck in a trap. Keep the duration short, ladder, and size appropriately.

Fully agree. Humans are for all intents and purposes tribal. Sports teams. Your political party. Your console. Religion. When one wanes another one waxes. Its just the way of things. We always look up to something higher, idolize or move from one pole to another. Doubtful even the best of us will be free of subjective idolatry and the like. Just always go for the more profitable ones. Or diversify into enough Gods that you wind up with the Messiah