Eng12345

Do you folks get attached to your buildings? Because my thought was it's probably not the only building with a corner loft if that's what you want to do in the future.

I agree with most of what you're saying, but unemployment is claimed at the state level.

A slug of MGM, AEGXF, and SCR.TO

The USA had spent the prior 2-4 years quietly mobilizing its industrial base through increased military expenditures and programs like the lend lease act.

Yeah blake - I get getting off of here, but as a guy who was not long ago in your shoes - I'm 32. I really do think you're missing one of the biggest messages the board is trying to convey to you. And that's opportunity cost. I fully understand how hard it is to see opportunity cost when you're looking at it. And even acting to prevent the opportunity cost is even harder. When I was 18 I wanted to go to college but didn't have any help. My lower middle-class parents were recently separated and so there was no FAFSA money or help from them. I was by no means a good student in high school - I had lashed out over some of the family fighting etc. Regardless I wanted to go to college, but didn't have help and absolutely loathed the idea of student loans and debt. I had watched my parents struggle with debt so much and hated the idea of it. So, I joined the army to pay for school. What I wasn't smart enough to see is that although the school came out free that cost me 3 years of earnings in 60-100k range! Never mind the resume experience and career development those extra working years would have provided. I didn't graduate and start making new grad money until I was 26! I had people my age who were my boss and I was 26 going on 27 with not a dime to my name. Had I just taken the loans like people told me I would have been so much better off personally and financially. But again I thought debt was dangerous and I thought I was smarter than everyone else. Nope, I was just wrong and SCARED. I didn't understand what my family was trying to tell me - take the loans. The opportunity cost is huge. In many ways that's what this board is trying to tell you! At your age, stay fully invested don't be afraid to lose some money - that's part of the game. The rewards greatly outweigh the risks. Many of us have heard the end of times stories a million times. Some of us may even believe it's true. But we recognize that theres many different scenarios where the world keeps churning for 20,50,100 years without any real significant change in world order or whatever you may believe. The music may never stop in our lifetimes. Or it may stop tomorrow. A lot of what you are saying we have all considered already and we have just weighed the OPPORTUNITY COST! Because in some of the left tail scenarios you've often described the only thing that will save any of us is guns and some land out in the hills. I could go on and on about opportunity cost - leaving good jobs since being graduated when I'm a fast-tracked employee. It applies to relationships too - having a good woman young in life and not being emotionally mature enough to handle it - ie wanting to keep partying etc. Find a good woman - date and screw them all but keep your eyes peeled for the right one is smart, open minded, curious about life, and stays active. That's really the ultimate investment. What I know is hard to see in your late teens and early 20s is opportunity cost. But really think not once, not twice but 100 times about the opportunity cost of everyone decision you make - especially when it's one of setting the competition of life out. I've sat too many competitions out because I didn't see it as worth it. Have some balls and don't be so risk averse in your 20s. Take strong action. What's the worse that will happen? You'll be what 30 with not a dime to your name? I know youre from Oklahoma - so you'll be just like everyone in Oklahoma, but at least you will have TRIED. Life is long but ever so short. The decisions add up.

Honestly? I am no fan of the company and don't see it ever being a core holding. That said, I am of the opinion that despite all the hub bub surrounding all these different offices closing etc, most of the governmental work will still have to be done. Furthermore, there is a long history in the US of contractors ripping off the government. I expect that to continue or expand and no single administration is capable of changing that beast. Purely think it is oversold on a bunch of nothingburger nonsense. That's my thoughts from a macro view. To be honest, I haven't dove too much into the micro view yet.

BAH

250 mm or even 500 mm is such a small drop in the bucket to Siemens. Siemens has been on a long road to simplify their operations and I'm sure this is just one portion of this.

interesting - thank you. Im playing around with it now, but it is somewhat clunky. It is helpful though in my quest to not be such a luddite.

What models are you guys using to upload files for analysis? I wanted to play around with that, but chatGPT wants me to pay after ~3 pdf files.

I can't help myself either.

In other comedic news. My wife is not big into finance/money management but she’s been trying to learn more. She’s reading a pretty basic book that’s oriented toward her profession. I opened it up out of curiosity to her marked page and it was the whole section on not to try “market timing”. Thought it was a good piece of irony with tomorrows events . Maybe it’s a hint

Yeah there's a reason he's filing lawsuits to force advertisers to place ads on his shitty platform. NO CASHFLOW

The above is what has struck my interest in MGM recently. I have taken a small positon as I get comfortable with it.

Thanks for bringing this one back up Spek. I traded it in December but decided to get out due to the tariff risk. I will be watching this one heavily. I would point out that giving a step wise change downward Alsea may be unavoidable, especially when you consider their revenues may not be affected.

As several others have pointed out - lot's of opportunity will likely present itself Monday. In an effort to focus the board on what we are all here to do: make money. Anyone have thoughts/recommendations on specific companies? I'm fully expecting to get hammered in my current holdings of AEGXF and Strathcona, but plan to buy more Strathcona.

Wow - SMNEY and GEV off a cliff as well as all the IPPs etc. What a bunch of silliness.

MGM - share cannibal over the past couple years. Priced low - may trade out of it, or may decide to make a bigger position. Looked for a thread on this one and find it hard to believe there isn't one, but I didn't see anything!

Funny this topic got bumped. I've been playing an incessant amount on the chess.com app for the past 3 months. I've decided to use it as a major replacement for reels etc. I have 281 games in the past 3 months. I mainly play 10 minutes or 15|10 and I'm not very good but getting much better. I used to be quite good in middle school and did some rated tournaments etc. My rating is only like 515, but I'm getting much better albeit not studying. I just play to play. I tend to favor the queens pawn opening just because it is simple to understand.

"Reddit is popular" isn't a special insight though.

That's unreal. Makes me thankful to be in the US where something so brazen would result in significant outcry. At the very minimum have chat gpt write you an email to your reps. The benefits of living in a western democracy.

They just full sweep money out of your account? That's absolutely insane for me to comprehend! And I complain about my property taxes - paying money to own something!

Are you gifting to cover the cost of your kids' plate? IE you+wife+3 kids = ~$1250 If people are saying no kids though - it damn well better be open bar and one heck of a party! I can understand the intent from that angle. That said - asking for payment is tacky.

An update from last year: It seems my biggest changes (which I knew) were AEGXF price appreciation, SMNEY, exiting C, and an increase in JOE position. I would like to get my cash allocation down to ~15% which will be mentally difficult as I will be exiting SMNEY once long term cap gains kicks in in March.

Yeah the inflation in expectations is real. I grew up in the 90s in a 1970s home that was 1800 square feet including the basement. It was a nice neighborhood and I'm sure was spectacular in the 70s. I have now purchased a mid range home in my area that is 3 years old and is 2700 square feet not including the basement. The housing unaffordability crisis is consumer driven. It's what the people want.