Recent content by Rod-138

I was able to listen to a talk from a a couple of industry heads and pulled tidbits. None of this is groundbreaking btw, but it was still a cool listen. interest rates will drop more than you think AI is more accurately priced than the tech bubble in terms of price to profitability and it’s...

I had my first client move their entire IRA into physical silver. Ballsy move and I’m not sure how it’s going to play out, but man ! There’s gonna be some sad old people when they realize it can go down, too.

Yah just shove it in or do a chunk every 2-3 weeks if you want to dollar cost average.

7700

Inflation report should bail us out of this funk for a minute.

I sold some / half of my 400% return Oklo like an idiot just to watch it pop off another 15%. Probably a good move. Also if someone built a mini ETF of 5-10 companies that are ‘space x adjacent,’ then you would be the man. Adjacent = publicly traded with contracts and or supply chain...

Be careful, the quicker we have the destruction of EQ shareholders, the sooner we realize all of our life successes were an excuse to eventually buy the IP for ourselves.

Epstein confirmed to be a gnome peddling wood elves to humans. That’s why they had to shut down the boat and use translocation.

I hope eyeball finds a nice body and retires at a good resort, enjoying pickleball and afternoon drinks.

Now we rule …

Xenomorph vs 3 silverbacks ?

Hopefully they ignore all alien timelines and just come up with some wild troll like the aliens demanding amnesty, then just killing everyone.

All alien related plots could be thrown out and the show would be really decent. The kids vs AI vs cyborgs would be a new enough and interesting concept. Am I disturbed when I wondered if the prodigy dude will end up banging one of the synth kids?

UNH is like drafting Kirk Cousins in fantasy. You may win some but you kind of don’t like how it feels.

Winners and losers when rates finally drop significantly? Winners Small/mid cap, tech, construction, utilities Losers - Financial lending, short term 1-4 fixed income, possibly mega cap? any other obvious ones? Coffee has not kicked in yet