sleepydragon

i do think Powell kept the rate too low too long during the years after covid . He should have started raising rates earlier and faster. His actions caused we have higher inflation risk now and he’s dare not to cut rates

Though if Elon is the president instead, he probably would want to put a neut link in every baby’s brain. both are insane guys

Thanks Paarslaars! For metaplanet, do u just buy the Japanese stock (3305.T) on ibkr? Do you convert your USD to jpy to buy or u have a jpy margin balance?

Guys, what would be a good stock to buy to play catch/participate bitcoins here? buy MSTR? Metaplanet? Altbg? Coinbase? Or just ebit? Or circle?

What’s up with BMNR? Up 6x in a day?!

it’s in wife’s basket. Wife has been right more than I do (ASTS, HOOD, ORCL for example). I get grilled everyday cuz she ask me to buy PLTR at 19 and I didn’t. So now i am buying it and hoping it goes down! The sooner the better! On the other hand, I concluded PLTR is a very important company now. It’s selling a new type of software. It’s still very unique. It could be the early stage MSFT when nobody really understands it well. it’s a small position for me, so i think i can participate a bit

CRH, BAH, PLTR, ORCL

Getting a mistress is like selling a put on half of one’s assets

Thanks! I did bought amrz and mco a few days ago. Also have small position in CP. I think i will buy some CRH. I think CRH will be added to sp500, just a matter of time.

Marco, give me some stock picks. I need to make some money quick We saw a house my wife likes, and she want me to sell all my IRAs.

We used to live in Wilton. darien is almost as expensive as Greenwich ( slightly less expensive). We saw a house at darien that had no basement and it was sold on the Monday following the open house. Westport is nice, but a bit far, though it’s on the train line. New cannan is also nice. But wife thinks greenwich is the best (but more expensive) because it’s closest to NYC. Are you looking to buy?

it's apparently all my fault -- cuz my wife asked me to put everything in PLTR when it's $19, and I insisted with my "value investing"

no concrete proof but my wife and I have been looking to buy a house for the last 4 years at greenwich ct, and price just kept going up. The house we used to be able to afford (but thought it's too expensive for the price) is now 40-50% higher , and at higher mortgage rate. The house we sold 4 years ago (also suburb CT, but 1.5 hr further from NYC) is now 30% higher from our sale price based on Zillow estimate.

It’s already screamed higher. It’s up maybe 20% during the last 3 months and at least 30% during the last one year. There’s no inventory. Nobody selling unless moving to Florida, divorce or dealth

"The mathematics of the lifetime commitments to the five foundations are interesting. The schedule for annual grants was made on June 26, 2006, and has since been supplemented by significant grants to four of the five recipients. When originally made, I owned 474,998 Berkshire A shares worth about $43 billion and those shares represented more than 98% of my net worth. I have converted A shares into B shares before making contributions. During the following 19 years, I have neither bought nor sold any A or B shares nor do I intend to do so. The five foundations have received Berkshire B shares that had a value when received of about $60 billion, substantially more than my entire net worth in 2006. I have no debts and my remaining A shares are worth about $145 billion"

Did you check out the short thesis on VIC? I sold put on CACI but I didn't buy the stock because there's some talks about how people hate working at CACI -- but less so at BAH.

Hood, coin, meta

ASML, TSM, UBER, AMRZ, MCO

OXY

Israel said yesterday they have “interesting information “ about where the enriched uranium are. today their missiles hit the entrance door of the prison where iran kept their political prisoners. I speculate that’s where the uranium is

It seems from various pictures it’s not sure how much damages were done to the site. Maybe have to go back and drop more?

Might be able to buy it on alibaba.com

the odds of the strait of hormuz being closed is now at 60% on polymarket. Iran will retaliate, and any form of that will drive oil higher.

Kim is probably pretty scared now. And Xi shall think twice before invading taiwan. Maybe Trump is not that predictable as they expected. I think it’s best for US to keep the regime alive, but weak. oil going higher because this is not over. Buffett’s OXY “hedge” now looks pretty smart.

just saw a news say Tel Aviv stock exchange is getting sold