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Has anyone seen ttd, the trade desk stock today. What's up, down over 25%? I'd be real careful if I owned arkk, Cathy wood investments here.... not sure if she holds this stock but does the same ilk and could be a tell of what's to come
Katy, I m…
@BenWP. I couldn't agree with you more
Saw Colbert show way back with Jon Stewart. I could only get through maybe 10 minutes of it. Same with Kimmel and the other guy
Who gives these clowns the platform to shill their so just views onto us? Bunc…
Per Barrons, per Bridgewater Co-Chief Investment Officer for Sustainability...note portion of quote "portfolio of future will have more inflation hedges...direct exposure to commodities...
Karniol-Tambour: A 60/40 portfolio has a few problems. The …
Who watches SNL anymore? Didn't know that show still exists. Who wants to watch some whiny non funny so called commedians shill their social justice views like they get to decide how we should think and act.
Screw SNL and screw Dogecoin. What a …
@davidmoran, ya, markets way overvalued highly. But,but please remind me how many billions and trillions have, are being pimped into the markets via central banks balance sheet expansion and Biden handouts. Not sure if the fools are the one's stayin…
@Mitchelg...like the stock LAND that you mentioned...farm land...yes
SIDE NOTE: just nearly fell over...have you bought flowers for Mom yet...my goodness, the prices have went up!! I actually think at higher rate of increase than lumber!?
Basebal…
Quick note:
iBonds issued between May 1st and thru Oct of this year pay a combined rate (fixed and inflation) of 3.54%
Exempt from state income tax, $10k annual purchase limit
Probably a decent place to hedge inflation and earn a higher interest …
@hank,
Ha! I see what you did there...out in left field...apologies if I did not communciate my question clearly...did not mean to imply that I would put all or most of monies as an inflation hedge...just asking what % would most seem apropos, is …
Morning Class,
Biden, Yellen, Powell...ya'll think these clowns have it under control? You have got to be kidding me...turning this country into a Banana Republic...bankrupting our future generations, debasing our currency, creating inequality up …
So just asking...who are "the rich"?
Can I surmise from the commentary that it is anyone who does not vote for Democrats and has one more dollar than you?
Just asking for a friend.
I would also surmise that many who are against these taxes don't …
Ya, crazy. The guy seemed to have a decent reputation but also seemed very intense in every interview I ever saw him in.
Did like his philosophy...his fund was not meant to make you rich but to keep you rich, meaning focus on what can go wrong. I…
Thank you all for the replies!
We're going to go with a $500 fixed fee, MLS listing and forego the selling agent. I believe this allows us more control over the potential sale. I'm also concerned that even if I receive an offer I will not emotion…
Ya @carew38. I remember the late 70s, early 80s...punks worked at grocery stores bagging and in union making $12+ gazebos an hour, then load trucks for UPS part time making $15 + an hour...do the math, you could do real well with no college back th…
Just moved into a new home over the past month...when going thru my "stuff", I found notebooks and literature from seminars, presentations from industry conferences from the mid-90's. I worked leading an OEM sales team selling to the Semicon "tool"…
@Mark, cannot tell if you are being mordant?
FWIW, I do beleive when it is all said and done, most folks will end up losing far more monies riding along with ARK/Woods than who have ridden along with Q Infinity.
Time will tell, not saying I know a…
...seeing that guestimates for IBonds re rating on May 1st estimates for inflation variable rate going up to 3.54%?
That's higher than it's been in ~ 10 years? I guess it makes sense...
FWIW, I pay no attn to the propoganda and the esteemed colum…
@Chinfist, apologies but I am not qualified to answer your question. I haven't planned on it as my thinking is that at this point anything that I recover will be a postitive. In my mind, I'm positioning my investment in IQDAX as a sunk cost and a …
@hank,
thanks for asking, appreciate the question as it makes me think...
I've always had the philosophy that one can hold opposing views concurrently. There is no law stating that you cannot, who says you have to pick a lane. I am inherently con…
@dtconroe,
Question for you...how do you know and how do you decide or put another way, when have you decided a black swan was coming and what did you do when you went totally to cash? What are your signals, technical? Wisdom/experience/gut feel?
…
@msf,
Apologies should have been more clear. Not only concerned about level 3 assets but look at holdings
Tmsrx full of swaps, derivatives etc, holdings in annual report look like a spaghetti bowl. No way you can tell what this fund will do on any…
so...about 65% of bitcoin is mined in China...what can go wrong?
Also...heavy pollution is caused by this useless waste of energy "mining" these bitcoins
How soon do you think the US Govt will disallow bitcoin...which can be used for nefarious tra…
@little5bee,
Good Luck to all, but I wouldn't touch these funds with anyone's 10 foot pole.
Done learnt my lesson in IQDAX playing around with volatility derivatives etc.
See my latest post...looks like holders of IQDAX will lose ~35% of their mo…
is still in the process of determining the net asset value of the Diversified Alpha portfolio, which could result in decreasing valuations further, the announcement showed. Because of the complexity of the investments held in the portfolio, Infinity…
On February 18, which was the last day Infinity Q calculated the net asset value for the fund, it was valued at nearly $1.73 billion, the announcement said. This is compared to an asset value of almost $1.25 billion — before considering liabilities …
@zenbrew
just saw this on Institutional Investor, dated March 29th article
The firm said Friday that the fund had nearly $1.25 billion in cash and cash equivalents. This is compared to the fund’s last-calculated net asset value of $1.73 billion as…
@johnN,
Not sure if the class would agree that these are bond funds per se but as best as I can answer your question, in order of largest holding to less of:
PMEFX (Penn Mutual AM 1847 Income) - some would argue more of a balanced income fund
I-B…
No worries @Crash, always respect your commentary and input. I just state my thought processes, for what it is worth, some comments worth more than others...ha!
Best,
Baseball Fan
Does anyone know how much monies are invested with advisors who are the actual custodians of said funds? Meaning the investor gave full custody of their money to someone else?
Was on the road and stopped for dinner at a co worker's house for dinne…
Additional currency, political, unenforceable, sanctions, inflation, coup, etc risk? Why do it, for a few extra pennies? Have my money invested in some places I can't pick out on a map? Help fund the CCP? Some place in africa? Brazil, argentina do…
Hey Team, let's not get side tracked by non issues..who cares how one presents the results of their investing prowess....keep the focus on trying to educate, learn from others, share viewpoints, life and investing experiences and offer support to ea…
Kind of what happens as an end result when you ship all your decent paying jobs overseas over the period of 20-30 years...ya'll left with a BS economy...selling weed for tax revenue, working at fast food joints, driving UBERs...and the good paying j…
I dunno LB, you might be swaying me...why the F don't they have unions at Amazon...they work hard, those employees.
I know folks who used to work at a AMZN warehouse and they cut 20 lbs of weight in no time.
How can UPS pay a decent wage, have un…
What concerns me a great deal is there was kind of a similar fund LJM that invested in vol. Took a 80% haircut in like two days and Wham-O, they gone
I remember thinking hmm, can that happen to iqdax...nah ..but at least from what I remember the ot…
Me thinks we're going to get the "high and tight" haircut....
What day think zenbrew, the class action lawsuits weren't gonna cost anything?
What's your guess, less 25%??
Sheet,
Baseball Fan
Wasn't there a scene in The Gambler where Goodman tells Wahlberg...any f'idiot knows if you get up $2.5MM you walk away and get a house with a 25 year roof, buy a Jap, econo, sheet box and take your 3-5%/yr to pay your taxes and bills and then you c…
David you are being prudent and you've been to this rodeo before. Live in the present hindsight is 20-20. With all respect to you and your wife what would the conversation been like if you lost half your net worth?
I think we all kind of know huss…
Yes Mr Rono but can you buy weed, get a tattoo or use it to fund your draftkings account?
Sarcasm yes and yes I believe bitcoin is the ultimate Ponzi
Best,
Baseball Fan
Hi LB...geez, I dunno...so many jobs in the USA dependent on the spread in credit...insurance and banking industry would get hurt biggly with neg interest rates..but we'll see, anything is possible right?
Just saw on CNBC that a year ago, stonk mar…
