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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.

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

With the Fed smoke/fire of Powell potentially leaving, could this finally be the time for IWM?!

Brother Day is back and he’s on drugs!

Really cool, season 2 world feels more like later Dresden books than the gay season 1.

Doing some decent chunks into SEP / after tax account, but going to just sit on the cash and let the week play out. Seems a little too much bullshit is brewing and I'll just DCA it in over a few weeks if nothing changes. Other kind of random stuff - there's a NYU study that was published for...

I’m buying UNH. My coworker is kind of like my personal reverse Cramer index and she just announced healthcare is too scary right now.

Sold 300 shares of Plntr yesterday to bring the total to around 1200. Plan is to keep reducing by around that much every year for the next few years. Added 25k to the SEP and sitting on that cash and the Pltr cash for now. No real logic, just using the force and it’s telling me stay around...

SSF Random classes would be cool. Make that Druid wiz warrior work, baw!

I doubt there’s a real chance at Trump eliminating/reducing capital gains or on stock trades, but for things like Pltr it’s tough to calculate how much and when to sell given it’s been rumored as a possibility. Last year sold a good bit of capital gains just to reset the cost basis on a big...

Agreed. He’s the best, but I also think the car is really tough to find the window of peak operation; making his teammates gap a bit more misleading than something like the Racing Bull (a car with the reputation of being easier to find the sweet spot). I don’t think the peak of the Red Bull is...

Yes and when they reach that point they’ll drop just to fuck with us some more.

I think Im getting like 5.6 - 6 on the bonds. My average client is 74 so they’re cool with it. I was always scared of individual bonds until I started doing it a couple years ago and it’s not too bad to sort with Fidelity’s fixed income section

When I say 50/50 it’s actually 50 stocks, 50 treasury, mm, 1-2 year individual bonds, structured bank notes, and zero bond funds. So I call the other 50 ‘fixed’ even though it’s really just not stocks. I just hold the bonds to duration and keep the maturities < 2 years so they can be more...

I have to reset my cost basis anyway and may as well do it in chunks while we know the capital gains are capped at 20% selling around 40% of my after tax etfs, which will suck to pay taxes on next year, but should help me long term. selling 100% of IRA money and plan to DCA or my version of...

I dislike DeNiro, but he played a good charismatic creepazoid in Cape Fear. I like Reynolds, but when I saw ‘Waiting’ as a choice on Prime the other day I was thinking ‘got damn, he’s been the same dude for a while now..’

Ah man, the more I read the more I am feeling better about my chill dad leveling / enjoying the ride and camps.