Recent content by Tirant

Because it’s low confidence and I’ll lose less if I’m wrong.

Bought some gold miner calls and some QQQ puts. Both expiring Jan 2026. I’ll only hold the puts a week just as a hedge if tariffs flare up this week. Plan to hold the gold calls at least through this earnings season

If you’re retired and fully invested I get what you mean, but for new money, I need some more dips. April was fun

This slow grind higher is so boring. Where my vol gon'?? Thinking about picking up some Target. Managed to get all the way through Pride month without shooting themselves in the foot again. Nice divvy and might have some catch up trade to Walmart. I know you all hate PEs but TGT's Forward PE of...

Nice snag at $260. Wasn't that low very long! I'm in at $301

Bought some UNH this morning. We'll see if I'm too early, as I tend to be. Hopefully insiders buying will turn some sentiment.

Man that’s an ugly chart. I thought about picking some up the last couple days but thought about Valeant and how when a CEO abruptly leaves it usually means there’s more shoes to drop.

Time to buy some TLT?

What a whirlwind couple of months. Took an absolute bath the week after liberation day and ended up deploying essentially all my capital in the selloff. Taking this opportunity to rebalance to a more normal cash allocation.

Gonna be hilarious if Buffett never bought anything and just sat on cash the whole way down and back up.

Head and shoulders pattern on the 5-Min Vix. I kid, I kid. Just need some hopium in my veins.

Time to restart QE. Everyone's piling into Gold seems like

To be clear, my comments were based on the financial statements, where I see $775MM in revenue and $306MM in stock based compensation for 4Q23. They buy shares to offset and keep the share count under control which helps, and makes it more transparent on the cash flow statement. I just feel...

Dig into SNOW since y’all were taking about it. Story sounds good and we used them a ton at my last corporate job, saw the stock was down and was like heyyy this might be interesting. Long story short I wouldn’t touch this until they get their stock based comp under control. It’s almost 50% of...

TLT looking enticing again. Anyone got a price they’re eyeing?