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Yes. To live or die. ;(((((( Sorry, cynical me couldn't resist that one.
2020 has provided a trading market, that's for sure. I've done well in the areas I've actively traded in/out/around various positions ... while letting my long-term stuf…
I obviously wasn't clear. I did write: "on the category of your choice". No rotating categories (though you can change it yourself). It appears that John is using "gas" as his chosen category (that's the default). I use online purchases. …
The whole rotating-discount/cash-back thing is a turnoff to me. Every quarter or month you need to remember which card to use to maximize which benefits ... too much work! I stick w/my Amex Plat and Amazon Prime Visa and keep things simple so I c…
I can't speak to their brokerage/advisory services but I think their funds are well-managed with solid allocations and diversity. Are there some that overlap needlessly? Sure. But on the whole, for an active-management shop, TRP's funds are at the…
"They can't get me if I'm locked in my bunker...so there! [tweettweettweet]"
Maybe he thinks that if he loses the election he can just declare bankruptcy again, and then keep going as president. He probably didn't bother to read the briefing paper …
Not much, Mark. I never really looked too closely into D's NG aspirations with the pipeline.
I hold a *very* large slug of EPD as well and don't really need more pipelines. Frankly I think that's the sort of company Warren would buy given its ra…
EDIT: Much to my surprise, my order to buy back the short puts for a small credit fired just after the open. Now I can reassess things and plan a potential re-entry if I want later on.
I dumped my D shares in the pre-market to lock in my major LT…
I dumped my D shares in the pre-market to lock in my major LTCGs.
I have 5 short put options strike 80 that I'll see what happens when the market opens.
I'm down in my long-long term account but that's fine since I ain't tapping it for another 30 years. The market tanked literally the day after that account rang the bell for a 'major round number' ... I'm glad I caught that print. :)
-9% YTD
-5% 1…
They have enough subadvisors for most of these funds to keep things interesting, but at least the fees seem acceptable.
Interesting to note that their Multisector Bond Fund includes Hassenstab and Fuss as subadvisors.
M* and 'dying' has been synonymous with me for several years now ... which is why I am no longer a member of the premium site, a newsletter subscriber, and left their forum last year.
American 'exceptionalism' apparently means snapping up the next 3 months' global supply of remedesvir .... which can only be read as a gigantic f-you by the rest of the world.
No idea.
But the US just outbid many other countries to buy up the next 3 months' global supply of remdesvir, so that right there means gabillions of bucks wasted in paying-up for it.
BCE, BIP/BIPC, BTI, EPD, D, SO are a few paying 'safe' 4%+. I have some, like CSCO and SYY that pay 3%-ish as well. Also owned big T/VZ positions for decades ... though with T I am cognizant of its humongous debt load and while I like the busines…
Thx Skeet.
As for me, I'm still deploying cash opportunitstically for the long haul across my accounts to buy stuff I want on 'sale' ... in terms of investment holdings, I'm still >90% in equities, most of which are quality dividend payers set …
... and yet the GOP/Tweety has to offer their own "beautiful" replacement for the ACA. Funny how the Mango Mussinini's base seems to forget that.
I still think the ACA would be totally safe if it was not widely known as 'Obamacare'.
Sadly, many politicans consider "taking the oath" just a formality, and don't consider it a binding contract even though they pinky-swear to some dude from literature up in the sky.
The louder the WH denials, the more truthy the underlying narrative/story is.
Relatedly, these guys' video spots are effing timely and always brilliant. They're a fantastic rapid-response comms team. This one is particularly brutal....
I take this article as a contrarian sign -- during the GFC I also saw articles posting how wine/whiskey were great investments. They probably are, but IMO too much of a bother last time I looked.
Now, my own collection? I'll savor it as a tasty i…
Tweety Amin, AKA Donald JOHN Trump, AKA General Dotard von Bonespurs, AKA Boss Tweety, AKA the Orange S---tgibbon, will win in November and claim 170% (at least!) of the Electoral College with 215% of Republican voters supporting him! There will b…
Old Skeet hit the nail on the head. The Left will do anything to try to defeat Trump including promoting the radical Left agenda. While Trump may not have polish and goes through a lot of executive staff, his ideas speak the truth. By the way, wh…
Simple. There are large swaths of this country where people don't care about anyone but themselves. Those flaunting rules and not wearing masks while at the same time saying they are 'free' do do that because there's no law prohibiting it are par…
Somebody sure took a walk of shame last night.....and he looks like utter crap, too. Like he knows he's gonna lose.
https://video.twimg.com/ext_tw_video/1274687177113337856/pu/vid/1280x720/OI3l8hWUKPTX1tnZ.mp4?tag=10
Tulsa Fire Marshal says ther…
Reportedly KPop fans and teenagers were scoring hundreds and thousands of tickets and royally punked the campaign -- if true, I want to give them all a gigantic hug and atta-person for a job well done! All this week, the campaing kept screaming ho…
Yeah, okay. Nice headline, Kip, but any retail investor putting 50% of their portfolio into alternatives is nuts. Most retail investors have little clue how to monitor, manage, or investigate such vehicles or ask the appropriate questions before…
MFO, of course
WaPo, NYT, WSJ
SeekingAlpha
various professional blogs/sites related to my discipline
Books? I have 2 related to the Snowden affair on my coffee table, plus 1 on how engineers make internet social media addictive to users. I just …
I rarely agree with forecasting, but the market activity this past month has been insane .... given everything that happened in the world/country, that the equity markets just kept exploding higher suggested something is broken. Short squeeze? Ir…
Speaking as a former trader, I'm reminded of that great quote, "Markets can remain irrational longer than we can remain solvent." :)
As I said last night, I'm not dumping stocks out of fear but am being cautious if/when I deploy new money these d…
He only yanked 9500 from Germany. And I bet it'd his 'revenge' for the heated chat last week where Merkel told him she won't attend the G-7 b/c she doesn't want to be part of a photo-op.
Trump running scare now, pulled all troopies out of DC/Ger…
Like everyone else I have never seen a market so detached from economic realty.
Agree completely. I'm not selling any of my core positions but at the moment any new money I deploy is likely speculative ... either nibbling on new equity position…
Sold my relatively short-term Airbus position at a surprisingly nice profit @ the open today. It's been on a tear in recent days but I've been having second thoughts about the position (which I doubled just before Covid hit) and had placed a resti…
Gets better ... this one is also rather scathing....
John Allen is president of the Brookings Institution, a retired U.S. Marine Corps four-star general, and former commander of the NATO International Security Assistance Force and U.S. Forces in A…
