CorpRaider

I'm with you.

Neat!

LOL the comment about the complaint is pretty good.

I almost bought some ATVI this week. I've recently decided I like LUV (edit: nothing special here just recycling the WEB analysis of ~15% earnings yield and due to industry structure, likely to grow over time; only update is that I think covid/zoom impacts clearing up and the stress maybe even firmed up the view that the industry is a real solid oligopoly, with a bit further consolidation on the come) and have been thinking about some GE or K leaps. Almost certainly beyond my depth there.

Man I've seen multiple ads for money market funds from Fido over the past month and now IBKR is running ads for..."buy bonds!" These MFers were hawking crypto 3 months ago. Capitalism is funny sometimes.

The Davis double wedgie.

Buffett talked about that option value of bills/cash stuff a fair amount during 2020 AM, if I recall.

LUV und PARA und SLG

K

haha! I was halfway trolling and look at us now.

It's the explosion and silent death that worries me but mostly the exposure to one volatile source. Always a little paranoid about a leak after our neighbors had one and we had to be evacuated for a bit. I have good smoke detectors.

I've been thinking I should sort of hedge my natural gas utility bill with BSM. At least until I can convert to electric appliances and heat pump. I never liked having gas in the home because of the risk of silent asphyxiation of my whole family, explosions, and inability to diversify feed stock/source, but I've been overruled so far by my boss.

Maybe you want to look into time series momentum AKA trend following.

VNO. Make midtown not suck again (or for the first time).

RIP

Interesting. Thank you. That lending club thing they have + Nevada corp has my spidey sense going off.

Thurston over here starting out on his three-hour tour.

Yeah I can't even get no more positive carry going with capital from my friend Peterffy. Now I understand why the yield curve inversions slam on the brakes.

Nah, just Kyosaki. I like the first few chapters of RD,PD and CF-Q. Listened to the UHAL and EQC calls recently too, could be relevant. EQC likes self storage and SFH. Variant perception there.

Yah. In the interest of disclosure, I've been taking crazy pills about buying these big REITs at like Detroit SFH rental home multiples and listening to real estate grifter audiobooks.

Clippah

Good advice. Also, I've read, they're damn near judgment proof.

Kashkari is just a team player to the max isn't he? haha. I was forced to get long in my trend + value stuff so it's time for a big drawdown. It's funny how my subconscious rooting interest changes depending on the posture of that "system" even though it's not yuge relative to my capital.

haha. Congrats!

BSM or DMLP?