CorpRaider

That's how I've always used them. Liquid(ish) funds and a bit more tax deferred space. I liked them a lot more when they were offering real rates of return above zero. I had some that were previously accumulated with zero real return that I liquidated and reinvested back when the real rates improved in 2018 and 2019. Just took a small tax hit and restarted the liquidity/penalty clock. But I don't have a huge household income like some of you guys and have access to a lot of tax advantaged buckets to fill (haven't quite got there yet). I prioritize those since I'm saving like 40-50 cents on the dollar and I don't believe in having a big emergency fund.

usb

Thankfully he's not going to rejigger the portfolio based on some macro view of inflation for a decade or something.

Comcastic.

Entertaining so far. I think, however, chapter three with the whole off balance sheet entity in the name of the dog, later replaced by a friend with an option to take all the stock for $1,000 due to agreements with lenders not to buy more stock (at least as related by the author) sounds very much like some light bank fraud, but I guess it worked out.

I follow that Tipswatch blogger on twitter, etc... he tracks the economic data and the auction results (which seem to factor into the real rates offered by Treasury for the savings bonds) and projects the rates (I'm sure you could emulate his maths, if so inclined). Alerted me to the high relative real rates on offer a few years ago (they got up to 50bps for a minute).

I am pretty sure you can link your paper bonds to your Treasury Direct account. I'm planning to get some paper ones this year to mess with it. I like paper bonds and stock certificates and coins and notes and stuff though. The hole, of course, is if/when CPI-U is transitory you earn 0.0%, but you can redeem and pay tax on accrued interest eat penalty and re-up, still better than similar options, if you're comping to high yield savings accounts or something.

VXF and EFA

<Cat reading paper> I should buy some stocks.

Ron Paul just stroked out again.

Just nibbling. CMCSA, DIS, USB, EBAY

I am reading cable cowboy currently and it seems like they are going to blow up from too much leverage. Like legendary business genius paul allen's charter did. NGMI

Yeah H&W can do $20K electronic + $5K paper with tax refund.

I like the ATVI. I saw a blurb summary of a sell side report today that was like, "it could be long term horrible to loose an ace capital allocator at the helm of the company, but anyways it won't impact the next two years so let's roll." haha.

@Spekulatius I will start a thread. I issued a few tweets about it as I was looking at proxy and calls and stuff. I was going to do a blog post about it at some point, but man who knows if/when that will happen. Kind of a "buy and homework" position for me too, but I'm getting kind of bulled up on it. Hard to tell why the market do what it do but, consensus has revs down in '22 sequentially (after huge covid lawn and gardening boom) and EBITDA and earnings down a bit more as result of inflation in inputs (kind of like the other CPGs). Also, weed is less bubbly.

BRK, CMCSA, SMG

I don't see how you can square what they've done with Hong Kong with a view that growth/rational economic interests/"the Iron law" will win out.

Thanks for sharing thoughts guys. I've been buying some over the last week or so.

Yeah, I was looking at the RAV4 prime too. Hard to find. IDK man I might just get a Tacoma. I've been driving a truck and every morning when I wake up my jaw is stronger and my traps are bigger. I would like to consider an F150 lightning, but IDK about the first generation of a EV made by Ford. I suppose at least they have a service infrastructure in place.

Thx!

Did he post something or publish a letter?

$EQR: I'm out. REITs are for those afflicted with low T.

CLPR, AIRC (granny out), SLG, WFC

You mean you had a Ulysses contract with yourself to buy at a price in order to overcome the behavioral challenges inherent in the human condition? You rational market participant you.

DFH, FRPH