sleepydragon

FIS or FI

I bought some MMC as a tracking position today

But what do I know.. I knew about this company for the past 20 years but didn’t buy any:(

MSCI charges a fortune on their Barra data - the bank I used to work for pay a couple millions for it. Nowadays there’s Axiomas which is a competitor and much cheaper. Still, the large places will keep using it but less so. Another revenue source is MSCI index. The only people who pays for their index data are those who prop trade around index rebalancing but they are all losing money. I would rather buy SP Global if paying such a high premium

sold most of my ACI. only kept a coffee can position. add to my coffee can portfolio CORZ, CDLX, BGC, SDRL, CZR, FNMAS, DFIN, STNG, CNHI, IMMR

These group of stocks had a small correction. It’s a little bit cheaper now. Any suggestions which one is the best one to buy here for long term coffee can holding?

if you buy it using margins , it will outperforms the 3x etfs. The 3x ETFs are a ripoff and a big profit source for banks trading it. You basically being front run because people know how much the index must buy at eod especially when there’s large movements .

Shall we be buying oil, gold or defense stocks next week?

Israel shall learn from China. If Hama is based in China, they would have been reeducated in camps and the leaderships being harvested for their organs, and the rest of them will be singing praises.

Sold my RTX too early

Good point!

Can someone explain to me what does bitcoins has to do with this?

hi folks, I am new one. Just wondering which one is the best to buy if trump wins? There are stocks, and all these different kind of preferred. Thanks!

It’s ok. China is doing the same thing. They are competing who burned their house first

Hi gfp, unlike other miners, they sell all their bitcoins. I would think this is a good thing? If bitcoin stay at current price, they are certainly undervalued. If bitcoin goes down, their margin is currently at 20ish%

For the experts here, has anyone looked at the stock of Core Scientific , ticker CORZ it seems interesting because: 1. Just got out of bankruptcy and stock is trading at only $3ish 2. insiders have been buying 3. They own their infrastructure and claim to have lower cost mining bitcoins they also have some warrants which are also interesting.

Cnhi will eventually get added soon

there’s probably 20 different teams on wall st that are tracking this, including every Bank’s index team. These guys call S&P directly and ask their analysts all sort of questions and have a very good understanding how the process works. But rarely people guess the exact one.. you sort of know what are names are next, but it’s a long list.

Hershey, CVX/HES, XOM

I have nothing valuable to add. But if it's me, there's no upside doing this. If Trump win, his personality is he's going to declare bankruptcy before he's going to pay back those money. If he lost, he will definitely not going to pay.

Bought some HSY. A bit late but better late than never

also, if Brk suddenly starts paying dividends, long term calls will tank

I merely trim it. I had 4% of my portfolio in it, which is a zero or multi bag situation depending on a litigation situation . After $SAVE fiasco, I have turned into a person without guts. Now I have about 2% of my portfolio in it and probably will keep holding till full liquidation.

Trimmed YELLQ and Sold out of BUR

added to mount para