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Dave I can always ping students in my program and/or my parent CS department ... call it an 'internship' and you/we might get some qualified nibbles if they can count it for a few credits. Of course it's too late for Fall, but maybe for Spring....?
There's a growing part of me that's like "screw it, sell it all!" but then you're sitting in cash or munis for who-knows-how-long which isn't too bad, I guess. So I trim where I can and stay in quality DRIP stocks and a few MLPs since I'm not 100%…
@masterd -- because a lot of people ('retail') will probably think as goes Warren so goes Berkshire and sell just on the headline because OMG. Market psychology and all that. The long-term BRK holders (eg, the Berkshire version of Bogleheads wil…
The only people he talks to are fellow billionaires and/or sycophants, so of course he's not getting any information about the plight of the average person on Main Street USA. Not to mention, he's incapable of showing empathy and/or connecting with …
Warren’s successor has to prove himself as the chairman. The Buffet premium on the stock is gone. Greg Abel, from what i read, is a very capable manager. We will miss Warren Buffet.
Depending on how hard BRK tanks after Warren passes, I would be …
Sold my TDS preferreds to lock in some TLH offsetting on some large gains this year.
May sell other paper-loss holdings going into year-end too since PRWCX looks to be delivering another large payout as well.
@rforno. So, you did have "TDS", but …
Sold NVO and AROC to lock in losses for TLH purposes. At this point I think my active portfolio is about as well-balanced tax-wise as it can be heading into year-end. Lots of cash raised and ready to deploy as needed. (again)
Happy to buy either b…
"How many times did Werner von Braun’s Saturn V blow up prior to being approved for manned flight?" (Watch 'The Right Stuff' for a humorous example of this)
That said, von Braun didn't test Saturn V where those watching the launch or going about t…
My favorite MuskRat post recently
"Control of Tesla could affect the future of civilization"
He demanded door handles flush with car and that could not be opened from outside without battery power, causing multiple deaths and infants locked insid…
Speaking of the AI Bubble... when companies start musing openly about creating ways to 'backstop' or 'guarantee' their investments, you know it's a bubble.
https://www.cnbc.com/2025/11/06/trump-ai-sacks-federal-bailout-openai-friar.html
It clearly was an 'emergency' for the American people when Ontario ran an ad using Regan's words on tariffs against him too, right? I felt threatened, for sure.
I have to wonder what, if anything, he really contributes to SpaceX. His contribution may be simply staying out of the way of actual experts.
I read that he insisted on a "pointy" Starship, as a juvenile nod to "The Dictator". Which is not desirab…
Reading these posts makes me chuckle.
All I see is nonstop TDS.
Politics always swings back and forth, but Democrats seem to live in a constant state of panic—everything’s always on fire.
And to GQP/MAGA, everything is illegal, black, brown, trans,…
People who bleat 'TDS' in the face of valid criticism miss the irony that they are very much afflicted by it themselves. In fact, probably more so, because that's how cults cult.
Reuters says it was over $50 billion...I'm also seeing more news reports of subprime loans, ARMs making a comeback, credit card delinquincies, private credit/equity shenanigans and blowups, etc which gives me pause.
The Fed’s Standing Repo Facility…
on the upside, FOTUS gets a nice gilden chintzy ballroom, and threw a Gatsby-themed high-rollers Halloween party the day SNAP funding expired and ACA premiums skyrocketed, because of course he would. Aren't you happy for him? After all, he needs …
That's why I don't do private equity/credit anymore, and I still refuse to own financial sector preferreds since their divs can be suspended to cover losses elsewhere if (er when) banks/PE start getting ahead of their skis and/or acting all 2006 aga…
History is starting to rhyme a bit, eh? Per BBG this morning:
A distressed-debt fund is seizing control of one of the largest malls in America after a series of moves that wiped out some creditors and even left holders of bonds once rated AAA nur…
Sold my TDS preferreds to lock in some TLH offsetting on some large gains this year.
May sell other paper-loss holdings going into year-end too since PRWCX looks to be delivering another large payout as well.
My 403b is entirely in US value fund dividend paying RWMGX ... I waffle between splitting off 30-40% into RERGX for international diversification there and/or directing new contributions that way, but I'm still on the fence.
Most of the individual …
I keep having visions of a 95-yr old orange blob still lounging around in the WH while American citizens, a quarter of which are now homeless and hungry, keep sending in the tax money to fund the DeUnited Sovereign Wealth Fund OR ELSE. (Give me the …
Good. That aligns w/my macro views on the post-Orange global markets future....
Hear, hear! But Trump has no intention of leaving the WH...... DOES he???????????????
Allegedly nope. Which I'd likely be prepared for anyway since investing for a 'pos…
In response to the Orange Assholiness. Carney wants to double trade with non-U.S. partners within a decade. The ASEAN summit gives an opportunity to deal with the whole Bloc.
https://www.bloomberg.com/news/articles/2025-10-26/carney-gives-muted-resp…
And just threw another 10% tariff on Canadian goods this evening, because his feelings got hurt.
Internet feedback has been amusingly honest:
Erica York: "Is the new 10% tariff on imports from Canada related to the fentanyl emergency or the recip…
Yes, yes, it's horrible .... but at least Donnie gets a ballroom, unlimited VIP golf trips, and tons of media coverage, which is all that *really* occupies his infantile mind.
I might have to root for the American League this year.
LOL same here.
On the upside, if Toronto wins, that'll probably be the one group of professional sports WINNERS that Tariff Toddler won't invite to the White House for a photo op.
And a Commerce official already walked that rumor back.
Frankly, at this point you can't trust anything the government says ... and they're turning the stock market into one giant pump-and-dump scheme with rumors of what FOTUS is/may consider takin…
Yep, at times it's slow to load comments and/or switch between threads. I also flagged a post for blatant commercial spam yesterday if that might be related somehow.
Per BBG this morning:
"PrimaLend Capital Partners filed for bankruptcy after months of negotiations with creditors following missed interest payments on its debt.
PrimaLend, which provides financing to auto dealerships that cater to subprime borro…
The common thinking is that those in higher tax rates would benefit from holding munis, of course.
I'm in one of the higher brackets and only have a small position in a muni fund that my parents got for me back in the early '80s. Otherwise, I ge…
I saw several ads for Campbells' soup on streaming and broadcast over the weekend ...which was interesting since the comapny is on my watchlist as a defensive play in the USA.
When you elect someone with zero life experience as an 'ordinary person' [1] and surround him with similar people and/or outright sycophants, this is not surprising. They have no idea how the rest of the world lives. As I've said for decades, the G…
Not that I own bond funds, but whenever I see 'securitized' in a fund's holdings, my radar goes into high gear, because who knows what dodgy debt they've stuffed in there?
As 'The Big Short' concluded:
“In 2015 several large banks began selling…
