lnofeisone

We are staying in Cancun, so east coast. We went to a destination wedding there and really liked the ease of doing things. Also the Xcaret park is right there so extra bonus to keep kids entertained.

Whoa are you me? We booked club med in Mexico for Thanksgiving. We got 2 kiddos under 3 and all inclusive was huge appeal. Extra stuff for kids was a cherry on top.

Starter EW, OLN, V. Closed out my UNG short and trimmed some CNC puts I wrote (accidental timing).

Can you expand on your UNG trade? I shorted a bunch when it went up a bunch and just closed my shorts but I generally don't dear to write puts on this thing.

CRM starter.

Minor suggestion here. 1256s in the US get taxed at 60/40, irrespective of the time you hold them. Some ETF options get taxed depending on how long you hold them. You can optimize your strategy here by using ETF options and match tax duration, i.e., your long leg can go down from ST to LT rates if you hold for a year. You can match similarly on the short side to use LT losses to offset LT gains.

I've had this issue for probably two weeks now. I even emailed Sanjeev thinking that i got banned for solayijg sokething wild. The trick was to avoid using the login function on the first page and I was able to enter cobf just fine until yesterday.

I agree. I have a few of cdn small/mid-caps (Peyto, MEG). I still hold VET but that position is down for me from where I bought and just decreased in overall portfolio %. The position where I've started building up a position is NEP. I think renewables are currently very hated (and some are for the right reason). NEP has some interesting things happening, and there are a lot of parallels with O&G MLPs. ENPH is another name where I have been trading in and out with the intent of building a more meaningful position. Just some ideas.

Totally get it. News are all over the place on this one so I am sharing what I am seeing on telegram.

I wouldn't call it an uprising. More like a terrorist attack. I'm following this through Russian telegram channels. Here is what the YouTube guy is missing other than being unable to pronounce Makhachkala (maha - ch - kala with emphasis on last a in kala). 1) A handful of armed individuals (I've seen at least 4 on videos and heard a claim of up to 8 ) attacked a church where they beheaded a priest and a synagogue where they shot police guards. 2) Attacks happened in two cities simultaneously. 3) The high police loss is because the terrorists were heavily armed and attacked mostly unsuspecting police officers and their outposts. Most losses are amongst the police and posted obituaries show it's mostly locals. 4) I've only seen reports of 2 lightly injured ros guard (RosGvardia) personnel

Thanks, @aws. It looks like I beat some serious odds of being randomly selected.

Thanks for this @boilermaker75. Very helpful reference point. Maybe just my luck.

I have a question for those of you who use Schwab. I got 8 ITM put positions (8 different companies) that got moved from TD to Schwab. Over the past two weeks, all got put on me. It could be coincidental with market movements, but it feels weird to have all of them exercised. They weren't particularly deep ITM (e.g., HSY $200, BAX $40), and they weren't particularly close to expiry (3-12 months out), and some I've held for some time now (longest about 8 months). Is this me just being paranoid and all coincidental or do ITM put/call positions on Schwab just tend to be exercised more often?

What a wild email! Thanks for keeping this board going. It has broadened my horizons, and I see so much useful advice here that I had to pay to learn. Echo chamber or not. I do miss the politics board though .

When you sign up for margin, there is a line that gives broker the permission. You are correct that they don't have to inform you when they lend out your shares. @Mephistopheles if you want to avoid this, you need cash only account where you don't sign up for security lending.

This is correct. Usually you get cash in lieu if you lend shares. Most people don't realize that (don't read the fine print) that dividend paid by the borrower will lose preferential tax status and get taxed as ordinary income. The other way you can get to this is how you got there. You are on margin so ibkr took hold of your shares as collateral. They lent them out and you now have cash in lieu but it's partial.

This is spot on. I wish IDF would forbid posts by the soldiers. In the last 3 months, the flow slowed to a trickle, which is a positive, but occasional photos/videos do leak. Israel did punish a few soldiers in these videos (for example, the one in this video where they are ransacking a candy shop). The mosque, the schools, and hospitals are filled with tunnels. I saw a few videos on Telegram where mosques (plural) have tunnels that were packed with RPGs, AK47s, etc. Basically, an ordinance that IDF doesn't use (I've seen (some dumb) people on X say that IDF put that there but IDF surely didn't dig that tunnel). One mosque had a tunnel that extended ways out, and when it blew up, an entire block was basically destroyed. Either way, bad look for Israel. It is extra hard that there is a high degree of International bias in this particular war. But Israelis are a tough bunch and I'm hopeful days of Hamas are ticking down.

I generally don't want to opine in this thread because my position is very biased towards Israel, but I did want to point out one thing that probably belongs in our jokes thread. Eli Copter is a joke name. Israelis generally don't pronounce letter H (though it is written when needed) so when you hear them say helicopter, it sound sounds like elicopter. Someone took that as a joke and made it Eli Copter (named after the famous Mossad operative Eli Cohen(which Israelis would pronounce as Elee Cohen)).

Reloading on BYON, starters in SBUX, KDP, and BAX. Tactically shorting UNG. Gas got wild and I have a big energy position to counteract if it gets too wild.

I think I was a tad unclear. I think 10-year lead time would be absolutely the best-case scenario. Given where it is and the expertise required, this will be a much, much, much longer project.

A 1959 Treaty prevents drilling in the region. The oil field is also in British Antarctic territory (though this isn't really recognized), and Russia lacks the technical expertise to drill there. If they do drill, I'd be surprised if this is anything that would come online in the next 10 years.

I generally agree. I think the tie up is still due to energy. China will also move into the neighborhood if US vacates but let them deal with the havoc.

You are right. Qatar and Turkey even if Turkey is a one of the most problematic from many facets. There is a great book about how US dealt with ISIS and Turkey was castigated for being inept.

I like the plan that shares oversight of Gaza between Saudi Arabia, Egypt, the UAE, Israel, and the US. Everyone has interest here. -Coalition countries appoint ministers who then build out their cabinets—nobody from Hamas, PIJ, etc. - in exchange for aid/trade. - Armed wings of terror organizations must be dissolved. - Dissolve any UN presence in WB and Gaza. -In 10 years, Palestinians will vote on who governs them. -In 20 years, assuming there are no cross-border skirmishes and things normalize, the establishment of the Palestinian state. Obviously, borders will have to be agreed upon, but it feel like 1967 is a fair swap, but Palestinians surrender their (imaginary) right of return. Steep price for both sides but worth in the long term.

Joining you all in MSCI, NTDOY for set and forget and BYON and CPNG LEAPs for speculative accounts.