CorpRaider

I locked myself out once and couldn't remember my reset questions. I was guessing favorite movie for like 12 attempts. The guy just finally let me in. haha

Agree more debt is riskier than less but that's not what I read the above to say.

This is fine.

I never get this argument. They're paying the debt in nominal dollars and the assets and income stream are also priced in nominal dollars. Aren't we just anchoring on the old numbers and saying that interest amount sounds too big.

Aaaaaaand you're locked out. Now all you have to do is get a wax seal from the white wizard to add a bank account. No sweat.

Mike Mayo was on Bloomberg yesterday. Opined that banks might actually grow earnings through this recession.

Something different/new this time to keep in mind is the QT. They can stop hiking and just chill and let that QT run.

Law of large numbers usage violation above. haha. But yeah it's nice to see some -2% nasdaq, flat(ish) dow and SPY days. Justice. Now we just need the internet ponzis to zero.

Thanks for the info @dealraker and @Gregmal.

Damn that 85 year old woman can deadlift about as much as I can!

Yeah, if that ARE the new Italy, unlike Italy they can float their own currency and we can get all our clothes from Savile Row or maybe get a British made Land Rover in a few years and their balance sheet will improve.

They thought we're turning Japanese, they thought we're turning Japanese, they really thought so. Must have been hard to be really stupid without SPACs and magic internet money. Had to hammer the real estate, hello kitty, and beanie babies.

@dealraker You're not from Salisbury are you!? hah.

I bought some EBAY, GOOGL, AMZN, SMG, LAMR, and CMCSA yesterday; just little retail DCA-ing.

I agree with dealraker. Also, we should make an insurance brokers thread?

Slightly below the bargains seen at the peak in 1929. They didn't even have magic internet money ponzis back then. Hooray!

CAPE is below 27. Yay!

I mean, they have residual value as conversion to office space plays if nothing else. haha! SLG

A labor-based inflation crisis, however, is probably a required condition precedent to get any real immigration reform. We need to make the laws make sense with reality instead of creating this huge black market.

I was looking at EQR and CLPR today. Actual cash in my pocket of 4% and 5.6%

Yeah did even ok, relatively speaking, in weimar (until Kaput) and Zimbabwe. But probably not starting at everything is glorious, highest valuations in history (first we likely have to run down to CAPE 8). Are you the guy who posted about insurance brokers (I keep trying to find that post). From what I can tell three are in VIG's portfolio (high quality cash gushing dividend growers). I am wondering if any are like family/insider controlled (less likely to be operated for the benefit of the hired hands).

<Horn Blares> Did someone come at the CAPE?

U.K.: When the pound is worth $.50 I'm buying all my clothes from savile row and getting an aston martin.

RIP

Hey, the CAPE is below 27!