brobro777

QQQ back to all time high, time to buy some oil and gas? Worth a shot I guess, why not baby why not

Emulex! Haha I remember watching that stock going crazy because of that hoax thing: https://en.wikipedia.org/wiki/Emulex_hoax Those were the days

Damn not bad for Empty stands and 60 games below 500

I get the trophy asset/Mona Lisa argument but cash flow's gotta be somewhat important, no? Oakland A's are losing money and they can't all issue bonds like Man U... I don't like Cuban much but I get the feeling he's got good sense for timing

For as long as I remember, it has been a layup lock that sports team values increase over time Now Cuban is cashing out of Mavs - https://www.espn.com/nba/story/_/id/39000963/adelson-family-advanced-talks-buy-significant-stake-dallas-mavericks - I'm wondering, are we near the top for sports team values? Maybe the increase in value declines a bit vs last 30 years? I get that there's massive TV and streaming rights and all but I never thought these teams made that much money What say you guys

yea it wasn’t just checks but also a lot of people in places like Los Angeles not paying rent for 3 years, on top of no student loan payments. That’s a lotta tax free money baby, a lot

I wish it was 2015 again with interest rates at 0.25% with 10 year below 2%. Life would be so much easier haha

not only that but risk free rates (short term, long term) substantially higher than during the last 15 years, plus these techs already do big they’re $3tril? that’s too much baby, too much

Egg prices are back up to $3.99 per dozen in Los Angeles, guys. That's not good baby, not good

Well my thinking as I said before on this site is that we continue to move sideways for a while, 5-10 years. I dunno if a bottom has been reached - maybe there is another puke out like the 2009 bust at some point. The trigger? US debt and deficit getting a bit out of control? Maybe, who knows Haha

I go back to Beavis and Butthead episodes from the 1990s from time to time. After all these years, it's still good baby, still good:

I come back to this once in a while and it's always good

Boy I do love me some Lay's BBQ chips. Is it time to buy up some PEP? Sure it could go down further from here, but over the long run I'll make out okay, no?

Oh yea? Well I sold MSFT for mediocre gains before the massive cloud computing take off (too dumb to understand the potential)!

Yea I remember taking a shot at MSFT in 2011 when its free cash flow yield was over 10%, while short term Treasuries were 0% and 10 year was around 2%. I understood the negativity with MSFT at the time, with Ballmer as CEO and Windows phones but the company was printing money (and stuff like MS Office were not going away) and what was my alternative, get 0.25% in my savings account? Now MSFT is $2.5Tril 30X PE because of AI and the cloud, even though Treasury Bills are 5%... Haha

Bought TLT Los Angeles egg prices down to pre-Covid!!!

Boy these interest rates sure are high. My credit is 820+ and Chase is offering me 7.16% for car loans. 7% plus! And 30 year fixed mortgages are almost 8%! This has to come down a little at some point, no?

Wow, $3> gas prices. I think I saw that once at the ARCO gas station on Olympic Blvd. Once.

Well it finally happened, egg prices came back down to pre Covid price of $2.99 per dozen at Ralph's on Western Ave here in Los Angeles. It only took 3 years!

Yea man how can you get proper nutrition without the pepperoni pizzas haha

I agree with you, SPX could move sideways for 5-10 years

All these eggs? Come on guys you're not Rocky training to fight Apollo

I think this has a good chance of working out well - some of these companies are despised by basically everyone yet remain very profitable. I own some of these so I guess I'm biased haha

Too much US Debt? Maybe! https://divestor.com/?p=11849

Haha I'm losing on the NVDA calls! ouch!