Sweet

60 minute did a piece on this a while back, it was based in New York and was explaining how banks were reluctant to call in their debt on some of the buildings. Highlights that higher end quality real estate was doing much better than the older stock too if memory serves me right. There is a new etf for this which baskets together a bunch of REITs with large exposure in this space - ticker ‘DESK’. Posted some more on this here:

Had this thought for a while myself but I’ve not taken any position. Ideally you’d know real estate well enough to intelligently pick a good company - unfortunately I don’t have the confidence that I can do this. There is a Vaneck ETF that owns players involved in commercial real estate - ticker ‘DESK’ - but it doesn’t have a long history. Vaneck have a blog about it: https://www.vaneck.com/us/en/blogs/thematic-investing/play-the-return-to-office-trade-with-an-office-reit-etf/

I’ve been following this guy who provides regular back of the envelope valuations for a range of companies. I’ve been thinking about ASML and AMD, I think both have some room to run, especially if they can continuing growing along these lines

I’ve stared at AN for a while now, never been able to pull the trigger on it. Buy back history is unreal. A real cannibal.

I mostly agree you. I was fully invested I believe in 2020 right the way to mid 2024. I made a lot of money during that period. Now I don’t see the easy money. I see cheap companies that I don’t really know much about.

This ‘just be lazy’ quip is bull. In fact I’d say that is a lazy assumption on your part. I have no problem finding stocks on the cheaper side. It’s got nothing to do with finding value. Having confidence in my convictions is what doesn’t come easy. I can read all the filings I want, read all the posts I want, but if I don’t know the name well, or haven’t used their product or know someone who has, then I tend to just avoid it. This has cost me in some stocks, but it’s also saved my ass too. Optimists tend to do better in the stock market than pessimists, but some optimists delude themselves about the risks to permanent capital loss. You used the example of 2022, but this is not 2022. I’d rather underperform and keep what I have than get involved in companies that the only thing I know about is what the CEO writes or says, or some talking head online is pimping.

I agree with the others, I don’t think these are home runs. However I appreciate that you are sharing your views and hope they do well for you.

Crazy how little under 40s have

Interesting to see not many are sitting on cash. I’m about 40% cash which has a 4% yield, which I dislike, but the companies I like are just too expensive for me right now.

One for the traders.

With Putin nobody knows unfortunately. I hope Trump can end the thing, but I don’t think he will be able to.

Disagree, actually for the reasons you stated. Hard men like Putin only respect power. Too little too late I fear though.

It's quite amazing how little this is being reported on.

Not good news: https://www.bbc.co.uk/news/articles/cn0dpdx420lo

This made me laugh. Good list John, won’t be starting a bank anytime soon.

There are too many to mention but thanks to all that commented.

Thanks @Saluki I’m using two factor authentication so I have that layer of added protection. They have to either get a code sent to my phone or use an Authenticator app. @Blugoldsyes I think I’m probably going to change my email address and the accounts linked to it. Something long and new and only at my for my investing should reduce visibility. @Xerxes it’s my investing accounts, not my banking accounts. Even if they get into my email there would still be a few hurdles to pass before they got into my investing accounts. Yes @Ulti someone recommended me protonmail. I read that it is better for privacy but I’m not seeing it more secure from getting hacked. Do they have two-factor authentication etc?

Hi all. This is an important topic which I am sure some of you have grappled with so I'm hoping for some advice. I have an outlook email address and all my investing accounts are registered to it. My email must have been in a data leak because I can see from my recent activity that someone other than me is trying to access my outlook account - there have been numerous attempts in the past few days to break into my account but they have gotten the password wrong. I have two-factor authentication on, so even if they did get my password they cannot access my email without an authentication code. Does anyone have any recommendations on what I should do? Should I change email account? Is outlook the best email to link your account to or are there any more secure? More generally, is there anything you do to keep your investing accounts secure? Cheers

Anyone ever think about these? I think they are all types of funds that sell calls on the stocks within the indices or the indices themselves. I’ve looked at some other covered call ETFs but kept away because I just feel they are a blowup risk.

I find this a crazy take.

You could be correct Orthopa, I just think the history of this suggest that getting it released is unlikely give the history. I still think it is more likely the current share structure is wiped. I think we could see a half way where current holders could get something as part of a new ownership structure.

Lol, I’d be on clenbuterol tomorrow and would be walking at 5% in a couple of months

More Shitty bank

I hope you are right John. Europe has the ability to be a major player in defence. We let the Americans do too much for us and it has made us soft. Hope that is changing.