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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?

Lemonade up 40% lmao

Pypl is my heaviest bag sigh

Still haven’t made the jump from Ultra Short duration (JPST) to longer (TLT). Getting pretty tempting tho…

What’s the rationale for the 20 to be higher than 10 or 30? I get the concepts of normal/inverted/flattening and steepening curves but why the middle hump?

How are y’all handling the bond situation? Currently I’m split in money markets and JPST. Have y’all started scaling into longer term yet? Jumping in full speed? Have a target in mind to jump in bigly? Sanrith mentioned 5% on TLT and that’s sort of my feel as well. Dimon talking about 7% rates...

I snagged some QQQ puts a month out last Friday that are pretty red. Just pure speculation of a little reversion

Bets on whether debt ceiling raise goes through?

This is the way. Especially with the interest you can get on cash at the moment, you can collect the premiums and decent Money Market interest at the same time if you don’t get exercised.

So turns out my company had custom padding built into our Leaps, and the "tall" description was just a cyclinder upgrade. Had to go way down the rabbit hole through facilities - design consultants - the furniture shop to figure out why ours are so much better than the regular Steelcases. They...

This VIX action is confirming to me that I don’t know shit about the VIX

So the chair adventure continues. We use Leaps at work, and my chair I sit in is wonderful. In my current back pain from wfh going into work is like therapy for me to heal. I first tried an embody at home, but the hard plastic in the lower back definitely hit me wrong, sitting for an hour would...

Any brave souls buying Silvergate at these prices?

Really interested in hearing reviews from both of you. Especially the Amia as I've not heard a lot about them. Took all my restraint to not buy that Gesture deal, as I decided on the Leap and trying to stick with my decision. I've checked the Leap price every single day and can't find it under...

Next time you’re going to do what you should’ve done last time, but next time will be different so you should do next time what what you did last time, when you shouldn’t have done it then.

Nice, 10/10 response there. Ever make it OKC I'll buy you a beer. It's just impossible to tell with chairs haha, the Embody is regularly praised for its back support and 100% killed my back. To the point where I'm wondering if I had a defective chair or something. I use a Leap at work, and...

Have you used a Steelcase Leap? Would love your opinion on Gesture vs. Leap if so. I love the Leap I have work, and was planning on picking one up for home, but I'm tempted to upgrade to Gesture. Last time I tried to upgrade though I grabbed an Embody which caused me an extreme amount of back...

What limit buy are you thinking? I’ve had in my mind if it hit $200 I’d back the truck up, but I’d probably rather get in a little higher than miss an opportunity. Such a shockingly ugly 1 year chart for such a beast company. Most of the small cap growth tech stocks i straight avoid because in...

Definitely agree on upcoming volatility, especially with how expensive/broken diesel is currently. Once I pick one its basically a hold forever for me though (unless we get a weird railroad bubble or something). Big fan of this type of industry due to necessity and impossibility to enter.

Funny you mention UNP, I've been looking at the railroads pretty hard lately, several of them have reduced their share count by 1/3 over the last decade (UNP included). I've been trying to decide between CSX and UNP. Their economics all look surprisingly close, you have a reason you like UNP in...

This seems like such an obvious thing to do. It’s crazy they went so long before doing ANYTHING then it’s just well we have to do jumbo hikes every single time now. So much middle ground ignored.

Convinced me. Sold 3/7. Gracias amigo

Craziest day I’ve seen in a while. Snagged some QQQ monthly calls this AM when I saw the vix was red. Already 4x’d. Hard not to take profits but if we are green on todays print then the only thing keeping tomorrow from soaring is potential bank catastrophe.

Oddly Netflix was too

Perfect, thank you sir!

Thread necro. Any of you history buffs have a good recommendation on Weimar Germany?

I’d probably split the difference and put however much you need to eliminate the PMI on the house. Assuming it doesn’t take the full 100k, depending on your loan size. As usual the advice here is great, it won’t make sense mathematically over the 30 years but near term it will have a lot of...

Easy, easy choice