backtothebeach

Amen to that!

CELH

Nothing to worry about, the pardon goes back 11 years, lol.

Google trends for "Fairfax Financial". Looks like MW broke the downtrend in interest in the company.

Lol, but he sold 30% lower than me! Anyway, these were trading shares, less than 1/15th of my core position. I'd happily buy them back a few percent lower, but kinda hope I'll never get the chance.

Sold excess FFH, sniff. Back to core position.

I wouldn’t expect any great reforms from Merz in Germany. Here is what he said on TV recently: “Christian Lindner [liberal democrat party leader] had called for daring "more Milei" - i.e. to take the ultra-libertarian Argentine president as a model. Merz "was completely horrified" about this comparison: "What this president is doing there ruins the country, trampling on the people." He’s an empty suit who doesn’t know what he is talking about, and will enter into a coalition with the social Democrats or the green party. Only cosmetic changes are possible in such a coalition. Doesn’t mean the German stock market (DAX) can’t continue to perform at 8.5% CAGR (since inception), including dividends.

Thank you Parsad and all the great people here!

Germany needs its own D.O.G..E…News article today: “German Ministry of Defense wants to spend 825 million Euros on dress uniforms”. That’s more than €4000 per soldier for a jacket, shirt, pants and shoes. Also totally unnecessary at the moment.

Hope you have a couple of mil set aside just in case. I can't help but remember my brother, who, at age 22, managed to get some shares in an IPO in the dot.com era which 100x'ed. His investment went from 5000 to 500000 - life changing money, enough to buy a house. I told him various time on the way up to sell half and minimize regret, but he wouldn't. 24 years later with two kids and he still rents.

Possible timing system for the sell decision by Jim (mungofitch): https://www.shrewdm.com/MB?pid=579967243

Sold VOO, BEN, BABA and META. Bought UAA and KHC.

Looks like it will hit Central America. Unless it goes to the furthest east that is projected (white arrow), then it would be in play for the US.

Already bounced back...something is going on with FIH.U.

Maybe look for a precedent of previous index adds and how they behaved intraday on and around the add date.

I'd say nuke the sh!t out of it, but there is some good posts on the first few pages. Maybe start a new one: Second Trump presidency winners and losers - no cripto

$130,000 for 34 felonies, man that's cheap. Only $3,824 per felony! Should have just used cash! Just kidding guys, I appreciate both sides here, those that think he's a fraud and a criminal, and those that don't give a shit if he manages to fix immigration, wars etc. (BIG if!!)

DXYZ is at it again, up 50% today, at times trading above $40. NAV on 6/30 was a whopping $5.15, shares outstanding unchanged. They seem to have trouble with their shareholder meeting, postponing it several times. Last SEC filing: "I hope this email finds you well. I wanted to inform you that unfortunately, we were unable to meet the quorum requirements for our annual meeting of shareholders scheduled for October 28, 2024. As a result, we have made the decision to reschedule the meeting to November 14, 2024, at 2:00 p.m. Eastern Time."

Interesting that DG and DLTR also suffered today.

Same here. I have used the Midprice algorithm on SSD and MELI, for example, and it gets better and faster fills than limit orders. Unfortunately Midprice algo is not available for FRFHF or FFH.

That's what I meant, got the two mixed up.

Who knew old slow Berkshire was a Trump trade stock... up almost 5%. No tax on unrealized capital gains, lower capital gains tax may play a role. Others from my watchlists: Bitcoin/IBIT all time high CLF up 20% (bet on tariffs I suppose. They were down 10% the day before on earnings) DXYZ up 30+% ENPH down 17% VTS up 5% all time high German auto makers VOW3, MBG down another 4-6%

Yes, there is one precedent for that, in Q3, 2020 I think, when the media didn’t notice the payable for T bills as well, some of them corrected it, some didn’t.