Paarslaars

Ignoring the volatility it will bring to an already volatile asset class, I'm assuming the only 'good' thing for BTC holders here would be that traders will cover their positions and need to buy ETFs for that which will increase BTC value?

After earnings in July I sold half of my JOE position at 63$ and in the aug 5 dip bought FFH. This week I reversed that trade.

Oh so the withdrawal amount is fixed, not the %. Yeah then it makes sense...

Those numbers don't seem right to me at all.. 2008 number seems equal to the 2023 one, that would mean the S&P has a 4% CAGR since 2008?

I always wondered about the social aspect of it... is it not a lonely job? I like having a job where I can talk to a bunch of people, covid drove me nuts after a few months.

Or IPCO I am guessing there is an appeal to investing alongside Buffet.

Still worked out pretty well for you it seems.

For me it's different. I can hold on during losses, hell I can hold on all the way to 0 which unfortunately has happened a few times (small positions). I suffer more from FOMO, wanting to be part of every succes story. Instead of just sticking with my best idea's, the ones I understand well.

Haha doesn't sound like she has the right temperament for investing. Then again in the current meme stock era, she might do well.

Another 16% today, if she sells near the top you're never going to hear the end of it.

Praetorian Capital is a hedge fund managed by Harris “Kuppy” Kupperman dedicated to seeking non-correlated, asymmetric returns in a benchmarked world. The actively-managed strategy seeks absolute returns through highly-concentrated investments exhibiting inflecting secular or cyclical tailwinds, and Event-Driven special situations.

Seems like everything is up today except BTC PACB +25% though still down 82% YTD.

That's a SPAC right? Plenty of memecoins that get +45% in a dat, sometimes .

Yeah no clue. Also don't know if they take the system into account? Because in the end nobody cares about total votes, you just need the swing states.

Yes 3-4 months after the halving you would expect the bull run to start but isn't it normal that it takes Longer this time? To go from 3k to 6k you needed 50B, now you need 1T to double. Which I don't think is unrealistic but will take some time. And SD could be right here, makes sense for people to hold off on BTC for a few months until they know what the political landscape will be. Good to see the democrats turning around on this, Trump is not looking great in the polls for now. Then again he was always behind Hilary in polls too...

Same, FFH jumped back into my top 3 again.

Because I was expecting them to drop substantially further on Monday if the panic continued (which they did) and I wanted some cash available to pick things up that end up really cheap (I do not have margin access in the account I hold these). The recent outperformance makes me biased to buy them back, got them so much cheaper last year. I don't think they are bad at this price it's just with all this talk about a recession I am feeling greedy and want to pick things up cheaper. I know I might regret it... Why your preference of KKR over APO if I may ask?

Let's hope so. I did sell APO and KKR on Friday so I have some cash left, used part of it to buy OWL @ 16$.

Unfortunately... Too greedy of me, should have bought at 6600¥.

Just some MSTR for now

Yeah but back then they came with 2T in quantitative easing. With the current US deficit, no way they can do this?

Same with Alt managers...

Sure is chaotic out there all because of a simple rule of which the creator herself said it is likely not applicable here... Now comes the hard part, holding off until the panic peaks, going all in and not looking at the market for a while.

Going to hold off and get a bit greedy here, my average buy 6400¥, let's see if I get to average down. First I need to see what I can sell to free up some cash...

Well he had several Mag 7's in there... Don't think that had anything to do with his tweets.