Gregmal

Maybe I missed it but did something happen today? What are we watching/expecting to be interesting Monday?

All the Elon Health speculation seems an awful lot like all the “Putins deathly ill” speculation several years ago. Which ironically occurred around the same time all the health experts told us that it was just a MAGA conspiracy theory that Biden was basically a vegetable. Entertaining as always to see what the experts think they can hand wave away.

Yea WHR is garbage. I bought a dishwasher for my rental and it blew out after 51 weeks, thankfully still under warranty but you get what you pay for. They do have massive contracts with all the big builders through. Buy the extended warranties on those turds. For personal stuff I only buy Bosch.

Haha yea I just finally had to replace a 40 year old dryer at one of my rentals. So exciting knowing the new one will last 5 years!

Nope.

^^Yup. You seem largely immune to the TDS brainrot and have been pretty spot on throughout. Same with my man @Mephistopheles. Folks could learn a thing or two. Only thing that matters in the market is how do I need to be positioned to capitalize on the setup in front of me. When Trump gets injected to the equation, it gets even easier because such a high % of the market gets emotionally stunted and starts drooling and making tard noises.

That’s why these buffoons are so dumb. Not only did they totally fall for his antics(contrary to how now they all apparently knew he was bluffing lol)….but now they act like backing down was a bad move(even though they begged for it in the beginning) so his obvious response is to go be an asshole tough guy again which isn’t exactly going to be productive. Either way, still think he s got til July/August or so to play games. Then the numbers need to inflect or risk losing power next year at midterms. And it is kinda a shame because if he didn’t pull the tariff bs, it seemed firmly possible that with the pro business agenda and tax cuts we d be off and running with a new roaring 20s.

I know right? All he does is lie!

It is, when all you do is whine about how all he does is lie and can’t be trusted. While at the same time clinging dearly and hanging on to every literal word he says! Tell us again how you “got him” cuz Ukraines war wasn’t over by January 21st lol

Need to trademark “the TAFFI crowd”. They Always Fall For It! Like clockwork

Still waiting for all that inflation that was a certainty to show up….should I hold my breath?

Selling ULTA and rotating into more COO

This is why nothing they say matters or has credibility anymore. They've been hoodwinked and demonstrably wrong on anything where TDS can seep into the thought process, so much so, that theyre just here for our humor at this point. Hillary winning, Russiagate, covid, etc... Although, I have kinda noticed a usefulness, and in this case, the second they think they have it figured out, the "taco trade", probably means theyre on the wrong side of things once again, and its time to pare down exposure or have some hedges. After all, they might not be good for much, but can be valuable contras.

Dont totally disagree with his sense of the macro, I just dont play macro. Even though many of the underlying themes in what I invest in, happen to consider the macro LOL. Respect his process though and definitely think he gets a bad rap largely from folks whom are jealous or dont know him.

Nah the simpler and easier solution is to simply learn what a negotiation is and realize the opening salvo is just that. You have to be pretty deranged to walk into a car dealership and think that the prices are the prices and if they can be adjusted lower that the dealership is “lying”. Otherwise, totally agree a lot of scumbags in real estate. That doesn’t stop many on this board from their love affair with “never told a lie” Bruce Flatt and Brookfield though.

Speaking of lying. If Trump is a liar who can never be taken for his word, and then you take him at his word, you either must have been lying about the first part, otherwise it’d be impossible to believe anything he says, or you must be lying about taking his word in the second part(probably to excuse the big whiff). Man, it must be so hard having these issues constantly clouding judgment! At least they seem content with the consolatory tacos

Nice. You guys sure “got him”…..

Not to mention, as I sit here responding to this thinking “this guy can’t be serious”, I chuckle at you saying the reason you got it so wrong, was because “you took Trump at his word” when the never ending refrain from you guys for years now, has been “Trumps a pathological liar and you can’t trust anything he says”….imagine? Pure bs

lol you read wayyyy too much into an obvious opening act of a negotiation. You continue to equate negotiating with lying which is bizarre but on par with the reaction to the tariffs. Your TDS played a big part in assessing the obviousness of the situation. I even broke it down almost entirely to T so that some of you guys could understand it, and you refused to. Way to go

Sure. That’s why there was all that hysteria! I’m mean we can just link to the thread if it’s easier. Real time “concern” and “sobbing” were…..very different than what we re “certain of” today…

You must have a terrible time negotiating. New car guy, $55k out the door? Ok done. New car guy, you coulda had it for $48k….huh? Why did you lie to me, I thought the opening offer was the truth LOL

Go read the thread with the commentary for the two weeks following Liberation Day. Soooo many bought it hook, line and sinker. So many were in distress. Many more spent oodles of time trying to decipher the meaning and impact of such a grave mistake…. But as is the case sometimes, now everyone made a million percent trading the obvious outcome. Just like COVID.

You guys were acknowledging it in early April? Lmfao OK. Man, Revisionist History 101. In a more general highlighting of the scumbaggery, many of these people cried about how tariffs were a mistake and that he should reverse them. Now it looks like that’s more or less what’s going to happen. But they still wanna scratch that “gotcha” itch, so we re going to call “giving us what we wanted”, “chickening out”….so funny

It’s a total self own now claiming he “always chickens out” after crying mercilessly about everything he did because you thought he was serious. I remember specifically pointing out to people how even Lutnick said “weeks or months” on how long tariffs stick. Or how Trump always comes in ridiculously heavy but always walks it back and settles for 20% of the ask. And people were still all emotionally stunted and angry and in need of diaper changes.

I love the TACO term. It’s superb and a glorious self own, because so many of those now endorsing it were the loudest moaners about how unfair Liberation Day was and how Trump was going to ruin the world and disrupt world order. They fell for it dearly and now they of course “knew” he wasn’t serious. Hint for next time chumps…he did this shit his entire career and entire first term and it’s nothing new, just drop the derangement shaded sunglasses. He always starts at the top of Everest on the sensationalism and then settles for a 10 ft hill. But yea, you sure got him LOL