Recent content by Rod-138

Anything linked to people’s emotional state can go all over the place. That + crazy world events, like you know, one of these 4-5 assassination attempts on the President working out, would very likely lead to more than a blip on the chart. That said, proactive rate cuts versus rate cuts to...

He seen it.

That’s really cool. I’m doing ok financially, but I don’t know if I’m doing so ok I can go to Austin and see my first race this year. Would be cool!

Just watched the twitch stream and it looks fun. Difficult to listen to him call his teammate Sissyfist (Sisyphus), but I guess that’s just the world we live in.

I’ve made some really good picks in the AI midsmall cap world around late March, but even with that I’m only up around 5% for the year due to my giant Palantir holding. really brings up a good discussion of taxation on the ltc gains vs opportunity costs of something like that. I have sold...

I doubled down on stupid and grabbed some MSFT yesterday along with some mid crappy AI adjacent companies. Basically, the companies with contracts for parts to the big boys are not typically as inflated as the large cap and better known companies, but with rates theoretically dropping over the...

Beat my cosmic trial on Tahiti and felt pretty accomplished- not bad for a guy who doesn’t know wtf is going on and equips random shit that seems good. my hero is super cheesy and a bit of a cheat code (blade), but I need that to offset my lack of understanding of how to grow in power.

Reading the Book of the New Sun and it’s awesome. I’m on book 2 and it’s checking the boxes for trippy, random adventures of our hero, a torturer. The writing seems brilliant and adolescent at the same time, but that appeals to me. Just finished the Expanse and while I enjoyed it …I think...

Brought the kids and enjoyed it, but we booked late and were stuck with the front corner seats. Totally aids

Maybe he’s going to release the wholeshebang one day and give us the real biggest surprise ever (he’s actually been working). If not, then someone should pull a Misery and kidnap him with an AI chat bot present and just force it out.

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.