Malmqky

I’m far from an expert here, but I think this is one of the harder quarters to predict. I suspect most here are taking a wait and see approach.

Wonder if it's something likes 152m sessions. No way it's actually almost half of America.

Thanks for the info. if anyone is interested, I found this: https://www.thestreet.com/investing/berkshires-munger-invests-in-soulmate-australian-firm

Charlie only gave money to Li Lu, correct?

Handled plenty in the past just fine. 1929, 2001, 2008, etc. Maybe this time is different. But we've survived a civil war, two world wars, 9/11, the aforementioned recessions, etc. and have come through fine every time. It pays to be an optimist, and as Buffet says, bet on America. I'll continue to remain agile and invest around the macro environment. Even in recessions there's lots of money to be made.

If you're 90% certain there's going to be a systemic crisis, how are you hedging the fact you might be wrong with respect to a 10% chance? Anything to capture the right tail? Why aren't you investing optimistically and hedging against a massive downturn instead?

Consider investing in tobacco companies?

Agreed. There’s going to be a lot of money made this term for people who understand how Trump operates and his frameworks. Bring on the volatility!

Borderline technical analysis aka reading tea leaves.

BTI

Amzn and Googl

Was up like 9% until Thurs/Fri

Watched the video, I like it. Good work and congrats(?) on FIRE. Markets are finally exciting again, volatility is a good thing for us younger folks with a few decades of work left.

Nothing because I'm greedy and would rather wait for another -15% that probably won't happen knowing my luck.

I mean, I respect you for having your own opinion and standing behind it. But I could not disagree more. Prime/peak Shaq was the single greatest offensive force I've seen. Remember hack a shaq? Teams literally had scrubs rostered just to foul out and try to slow him down. He was an above average defender and passer. 14x All NBA. Was the best player on the court at all times for 3 rings of his rings. Kobe wasn't even a starter for the first and wasn't in his prime until end of the three peat. But anyways, let's agree to disagree here. This isn't a topic about Shaq, let's get back to Lebron.

Also D Wade about Shaq?? C'mon.

No chance Shaq is below Kawhi. Hell I might have him just above Kobe personally. 1. MJ 2. Bron 3. Kareem Russell / Wilt / Magic / Bird / Shaq/ Kobe/ Duncan/ Hakeem in no order after that. Maybe I'm off but this is off the top of my head and seems right. Shaq so low is laughable.

Epic is a great company. Judy is...well Judy. It's her way or the highway, for better or worse. Epic pays Software Devs fresh out of college a six figure starting salary. PMs, etc. are paid a competitive salary as well. For Madison/Dane County, that's top tier. There's no competition locally salary wise. Sure there's a Google satelite office and such in Madison, but they don't hire new grads as far as I know. This allows Epic to get the cream of the crop from UW-Madison, etc. I know a few folks who moved from out of state to work at Epic too. In terms of the campus, yeah it's awesome. But Epic isn't some place where you can slack off. You're required to log what you do in 15 minute intervals (even if you aren't a new grad), and while SWEs may work close to 40 hours, TS and PMs are working closer to 60. There's also the whole anti-competition stuff. I think the culture, while employees may not love it, as a business owner/investor, it's great. I'd be very happy if Berkshire somehow acquired a stake

That's a fair point. I just like Luka and think he's a better defender than the traffic cone people pretend he is. But yeah, agreed. When comparing to all time greats, "not that bad" does matter - even if you think he's on par with Jordan or Lebron offense wise, defense wise it's not close.

Luka isn't that bad of a defender. High IQ, gets his hands on a lot of passes, puts in an acceptable amount of effort. Sure his lateral agility sucks and he's not a plus defender, but he's not even the worse defender on his team. Remember he was carrying the entire offensive load and playing on one leg half the time with the Mavs.

Sold some FRP to to join you gents in MGM. SSD and more Google might be in play as well, we'll see.

How does this work with fees and algos? Is this something that I could develop a bot to do, or will I be competing against HFT wizards?

Let's say Russia/Ukraine "negotiate" peace. Do you think that will be that and Putin will not try more land grabs/wars in the future? If Putin "gets away" with this land grab, do you think it will lead to more war in the future? Or do you think he'll be content with what he's gotten? I wonder if the alternative is more war now because it will prevent more war in the long run.

Putin is a very trustworthy individual Surely we can trust him to stop with what he got. He did after 2014 right?

Q1 is going to be bad. I think it'd be prudent to sit tight for now. But yes, still holding and will probably add at some point this year