Gregmal

Yea I like these as alpha boosters so to speak. You can just ladder into em and flip the trading range. If they ever get super cheap you T off.

Yea as a housing guy, I love the guts suppliers. LII, CARR, AOS...all been smaller but well performing positions that benefit off very little but continuation of life.

Added some to AOS.

The last 4 years have been pretty mediocre for the normal, non stock market people. You had COVID which upended life as we knew it. Then inflation kicked peoples asses, and then a reckless rate hike campaign that accomplished very little other than making the bigger things in life even more expensive then they already were. Not sure Trump is gonna change things to the degree people hope, but it’s pretty clear people have some hope again.

Sentiment really matters in the REAL economy. If people are feeling good about their jobs and the future they’re probably spending more.

He’s in a unique situation where he’s new to stocks and just got a huge lump sum of cash. I don’t mind helping people but also am not trying to have him totally reliant on me forever, so part of the process is getting him comfortable and accustomed to the idea that stocks are not just fluctuating numbers but ownership in a business and one of the ways I like to do that for people is with businesses they know and interact with regularly. No one is getting rich on PEP but no one’s losing their shirt. No interest in fixed income and cash is a waste of time and he’s already got a lot of it in need of being deployed.

I’ve always been a big fan of the way things are done in New England. New Hampshire especially. It’s just getting a little too left leaning, which always seems to be the natural progression.

Yea New England, and especially Massachusetts, pretty much embody the liberal elitist culture. Reasonably conservative with their own finances, super liberal with their ideology, incredibly generous when it comes to allocating or redirecting OPM, all from the comforts of a gated community or fenced in property with large "no trespassing" signs.

Yea I got some PEP for my friends account today. These are decent values given all else.

They’re incapable. They’re more concerned with things they are brainwashed into thinking matter, that don’t really matter. Like “protecting democracy”, “freeing Palestine” and “eradicating hate”…. Of course those things “matter”, but the people are only fed these emotion grabbing topics to keep them from behaving rationally. They get occupied and emotionally invested in things they have no say in, and the haves just keep winning.

Gaetz as AG is definitely a little jaw dropping. But I mean so is what they've turned the Justice Department into over the past decade. People's only concern should be, how do I profit off this?

Yea I’ve rarely seen a stock as boring as msge trade as wildly on relatively nothing. The earnings were solid and everyone knows Q1 is always their seasonally soft quarter. The setup is nice as they are coming into their money printing season and have already indicated returning capital to shareholders should occur sometime in the spring. At $1.7b market cap they could pretty easily takeout another 5-10% of shares funded almost entirely from next 2-3 Qs of incoming cash.

Been clearing out the various FNMA preferred, last of Pcyo, and buying more MSGE, ABNB plus starter in NKE.

This is ultimately the hopium that never lets the macro guys let go and kick a bad habit. It’s always just so obvious what happened before, even though none of them predicted it.

Talking about investments that interest them?.... I dont get it LOL. I dont think I'd spend much time on something I didnt own or that didnt interest me. Nor do I see whats so devious about that? Again it seems you are asking a lot of questions, seeking a specific answer, and not really acknowledging other counter points. You seem to want to conclude that the only way Bitcoin has any value is via stock promotion.