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Gmthebeau

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Everything posted by Gmthebeau

  1. lol, he cant do basic math. you are now muted too. most of you are clueless. this much is obvious.
  2. ok, well good luck with your math skills. i will be muting you now.
  3. still wrong. see post right above from @thepupil for accuracy. from 2013, your reference period, $10k invested in BRK would be worth $42,780 vs $41,483 in SPY. Of course QQQ would have massively outperformed both and been worth about $70,652. All of them could be invested in a tax deferred account with no taxes due.
  4. when you are wrong on the facts just make up stupid shit. see how far that gets you in life
  5. no point in arguing about something when you just change the discussion. the comment was a "killing". i am showing BRK has barely beaten the SPY since 2013, your reference point. Do you guys even bother to check facts? fucking clueless.
  6. I was wondering same thing, killing? I guess if you go back to the start of it when most investors today were in pre-school or not born yet. It is basically just a closet index fund now and has been for a couple of decades.
  7. Yes, Bill is a Saint. ROFLMAO. It was proven that shutdowns were in fact the dumbest thing ever, and greatly damaged far more it helped. In line with his Valeant call I suppose.
  8. well maybe he did it to drive prices down as he was buying, either way there was a profit motive. to think otherwise is foolish.
  9. Ackman is no saint so I would not feel sorry for him because some other cutthroats went after him. This is the same guy who went on TV, cried hell is coming, while trying to crash the markets to profit.
  10. I have used it and was impressed also. For a new product it is really good, will only get better.
  11. I am not really negative on it, I just have enough tech exposure right now and wanted to lighten up.
  12. short sale SMCI, probably close the position today or tomorrow.
  13. SMT.L paring some tech exposure. still have more
  14. Posted Thursday at 09:17 AM XOM leaps, JD, BABA, CLF, INTC =========== Selling JD and BABA here after nearly 5% short term gain in less than 1 week, also had short term calls on BABA closing for larger gain.
  15. I'm sure they don't want to but if inflation picks back up they will get forced to, but again this is just a lower probability.
  16. Tickets to AC/DC European tour on sale today. Get them before they are gone!
  17. The FED typically leaves rates to high to long, but I still don't see a lot of evidence they are really that restrictive. Inflation came down rapidly but has pretty much gotten stuck, and I think there is a lot of evidence to suggest it will pick back up. Unless the employment market cracks consumers just keep spending. I add duration at 4.4% and above, but I don't think the risk/reward is great below that area. Of course if you hold till duration it doesn't matter. I have a similar structure and return profile in fixed income as you.
  18. I like floating rate a lot better in the bond area. You can get 8% and FED stuck having to stay higher for longer despite Powell wanting to cut. The folks on the committee with some common sense won't let him.
  19. SNOW. Would have preferred to buy it around $200 but missed that, will add it if drops back to 200ish.
  20. You were bullish on SF real estate. Own it. I am retired, and I trade a lot. Own, stocks, bonds, cash. Sorry for not updating you daily on all my trades. I put some out yesterday and got push back that going long Chinese stocks was not contrarian. That has to be the dumbest thing I read on here in a long list. I am a bit of loss for how some guys on here view things and have to think they been blown to shit from their holdings. Good luck.
  21. Stocks. I still think there is say a 25% chance the FED will be forced to raise rates even higher.
  22. Well maybe, and if you hold them you will get the coupon. It just wasn't a good time to be buying bonds IMO when the 10 year was 4% and less. I don't know if J Pow intentionally tries to mislead the market or is just that incompetent, or can't communicate, but he is a disaster every time he speaks.
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