Castanza

I believe someone pointed it out earlier in the thread. But Taiwan and China are pretty bitter enemies. It’s hard to find news coming from Taiwan about China credible. At the very least there is some motive to spread false info.

Starter position in SSW

More UPS

Bought some speculative calls on SPCE when it dipped this morning. Just sold out at +300%....paid off my vacation.

$UPS at 98 and change RDSb MSGN Adding a bit to DISCA

Maybe he’s making a statement?

Wrote some more puts, 215-strike, Feb 28-expiration. Every time I read about Mike [CoBF member boilermaker] doing this stuff, I get hit - in a mild way - by a brain hemorrhage [because I can't do stuff like this, for Danish tax and other regulatory reasons for Danish investors]. Today, two times! *sigh* That's interesting. I've been discussing taxes with some coworkers from Prague and it's fascinating to see the differences between the US and there. Their opinions of tax codes are even better :P

“SPCE” maybe Beyond Meat can start making astronaut food for the voyage.

- Spend time in nature - Volunteer your time (helps others, gives you appreciation for your life circumstances, networks, etc) - Physical labor (other than exercise). Accomplish, build, create something outside of the white box sitting on your desk. Great stress relief (garden, split some wood, landscape your house, etc.)

https://www.nytimes.com/2020/02/17/technology/jeff-bezos-climate-change-earth-fund.html?0p19G=2870 Can’t wait to see the mental gymnastics by Bernie and the likes on this....how will they paint these evil corporations now when Bezos just split their platform in half? The Left” “Amazon pays no taxes! They’re evil!” Also the Left: “12 years and were all dead” Bezos: “I’m basically going to lead the way for climate change research and I’m giving 10B...who’s with me?” Personally, I’m a fan of this approach. People are so unsure that private sector can’t solve climate change and that it will take serious govt intervention. I think this is a much better approach to get to the bottom of the “why is the climate changing” question. Seems pointless to forcefully bankrupt Americans through taxes especially when other countries...cough cough China....aren’t doing anything positive. I’d much rather see Bezos, Musk and others like that lead the way than some inefficient government bureaucrat. Perhaps ol Warren will donate a large chunk? :P kidding kidding

Sold remaining position (minus a few cheap Calls) in $I a few days ago for a small profit. It doesn't look like the FCC is going to get anywhere near estimated value (Intelsat's estimates) with their offers.

+1

$I Sold 1/3rd of position to lock in some profits. 22% in a few days

I find it highly unlikely that real news has ever existed nor will it exist in abroad sense. Each MSM outlet certainly contributes to spreading factual information. But the other 23 hours are simply spent on rhetoric and "noise." See the top notch reporting below: https://www.cnn.com/2020/01/30/politics/donald-trump-coronavirus-diversity-obama/index.html As I said.....noise and narrative. I generally only care about news that is directly related to policy and how said policy stacks up against the Constitution which in turn affects individual liberties. Foreign news is often even worse....(Assad Syria Chemical attacks come to mind) Every single MSM news outlet loses all credibility when they go beyond regurgitation. Donald Trump signed the blah blah blah bill today (good so far). The Bill was about this (still ok). Let take this over to Tucker Carlson for analysis or Lets head on over to Brian "endorsed Michael Avenatti" Stelter from "Reliable Sources" to give you the run down (Ding ding ding ding). THIS is where I stop watching.....I'll go read the bill myself....There is so much shit hidden in every bill anyways that no mainstream media outlet would be able to cover it all even if they were truthful.

May all be true, still name 1 better source for news (not state propaganda) this day and age? I read it, yet I don't leave my brain at home while doing so. It is state propaganda, is the point. You just seem to personally prefer Russian state propaganda designed to make westerners hate and mistrust their own governments for the benefit of Putin and his mafia-state cronies. Propaganda - truth is a spectrum. ZH is much less propaganda than any western (US or European) mainstream news outlet I've ever come across. If (!) there's Russians behind ZH there's Russians behind ZH big deal. There are definitely groups of people behind mainstream western news outlets whose interests are not alligned with mine (or the truth). When ZH is trying to regurgitate news, they heavily quote mainstream media that you say is inaccurate. Their latest article quotes three paragraphs from the NYT, a Sky News tweet, a SCMP tweet, some random twitter account (started in January 2020 with 3 followers), and China Economy (an account started a month ago with 100 followers). I'm going to take a wild shot in the dark and guess that the Chinese twitter account with 3 followers is actually ZH quoting themselves to make their article appear to have more authority than it actually does. The whole article is bolding select sentences in a NYT article when seen from this perspective. That's the problem with ZH. It's not a news site. I could do this with every 'news article' ZH posts. ZH is a confirmation bias honeytrap. ZH doesn't actually engage in any journalism. Some of their articles are written by former Infowars, Paul Joseph Watson. Infowars has admitted in court that they do not publish news and they are an entertainment site. Similarly, ZH is clearly for entertainment only. You might like what the Babylon Bee writes but it's still not news/truth. https://www.zerohedge.com/geopolitical/i-cant-let-my-mom-die-home-desperate-patients-swarm-wuhan-hospital-hong-kong-closes Show me one MSM outlet that doesn’t selectively quote or selectively cite information? There isn’t a single outlet out there that simply lays out what happened. News does not exist anymore. Narratives do. Everything is so outlandish it’s insane!

Didn't Zerohedge just get banned from Twitter for spreading false info about this?

Really sorry to hear that! Wish the best for you and your family

My sister and brother in-law flew through Beijing on their way back to Laos (Jan 18). Luckily they made it through the quarantine. They haven’t been tested yet (not available) but haven’t had any symptoms yet. They did say that public buildings and schools (at least in Vientiane) are beginning to close.

Wegmans (grocery store chain)

I've commented on Walmart's logistic network in other threads and it really is impressive at scale. They should really be figuring out ways to leverage that. But as a prime holder I personally feel some sense of "responsibility" to purchase from Amazon. Its quick and convenient and generally consistent. That is the "hook" which Walmart does not have. Amazon (much like apple) has a way of making their product and services feel in some ways "premium" compared to the competition. You see a similar dichotomy with Target and Walmart. All are great companies though and easily investable if the price is right.

I have never heard a millennial say. "Let me check Walmart.com." But I don't have enough fingers or toes to count the number of ties I hear "Let me check Amazon." in a weeks time. "Amazons Brand" so to speak is(has) becoming the "just Google it" of search. That is a very powerful thing. I'm by no means saying Walmart wont be competitive. I'm just saying they need to hurry up if they want to stay in the game.

31.2% Brokerage (much thanks to MSFT) 23.7% Roth

I can’t tell if this is directed at me or just some rant :P Personally, I couldn’t care less about office amenities. A sleep pod isn’t going to boost my work activity and neither is a free smoothie bar. I mean sure, if someone wants to pay for all that....by all means. It’s amazing the stuff people complain about in offices. I was just saying I prefer a quiet/private office style.

Cash looking to enter/add to position

Wrote Covered Put Feb 28 CMCSA $42 at 0.43 T $36 for 0.27 Wrote Covered Call Feb 28 CSCO $50 for 0.53