Investing General Discussion

Sanrith Descartes · 2025-05-22T14:21:13-0400

Jysin said:

To each their own brother. I am not anti-bond when the yield is right. I am also not doom and gloom on the dollar and treasuries. Maybe equities don't give us 5% over the next year. Who knows. The difference in yield between my farm bonds that got called and these treasuries was less than 1%. I went with them.

Blazin · 2025-05-22T15:42:11-0400

Sanrith Descartes said:
View attachment 587265

edit: Grabbed some 4.75% coupon 30-yr treasuries off the secondary market with a 5.14% yield.

what maturity date? I could buy a 30yr treasury that matures 2 weeks from now the only way to get the yield is to go way out, looks like starts going over 5 around 2038

Sanrith Descartes · 2025-05-22T16:44:10-0400

Blazin said:
what maturity date? I could buy a 30yr treasury that matures 2 weeks from now the only way to get the yield is to go way out, looks like starts going over 5 around 2038

Not in front of my PC, but it was in the 50s. 2053 maybe?

Blazin · 2025-05-22T17:12:47-0400

Just be careful with high duration , par value would take quite the haircut if rates climbed further. Each incremental % yield you go for starts really pushing the duration. The curve is steepening as of late so starting to get paid for taking duration. For me I'd rather give up .5% and cut the duration by 20 years

tugofpeace · 2025-05-22T18:05:01-0400

I just discovered SPX options.

Holy hell the volatility and profit potential.

I don't think I would every buy ATM or ITM but buying a bit further out, seems very interesting.

Sanrith Descartes · 2025-05-22T18:08:42-0400

Blazin said:
Just be careful with high duration , par value would take quite the haircut if rates climbed further. Each incremental % yield you go for starts really pushing the duration. The curve is steepening as of late so starting to get paid for taking duration. For me I'd rather give up .5% and cut the duration by 20 years

Agreed. This was the cash from my farm bonds that got called. I don't see (and of course can be wrong) a collapse of the dollar in the not too distant future. I think the Fed will begin cutting rates by the end of the year and at some point the dollar reasserts itself globally. I am not sold on the dollar losing its place as the reserve currency.

And again, I could be totally wrong.

Creslin · 2025-05-22T18:14:26-0400

Blazin said:
Just be careful with high duration , par value would take quite the haircut if rates climbed further. Each incremental % yield you go for starts really pushing the duration. The curve is steepening as of late so starting to get paid for taking duration. For me I'd rather give up .5% and cut the duration by 20 years

It's all calculated risk, if you think rates will continue to rise then long dated is bad, if they fall then long dated will see a huge appreciation in value.

Personally I have been strongly considering buying like 500k in 30 yr, at 5% the interest they kick off would cover most of my 2.9% mortgage with 26 years left on it, seem like a much better option than paying down the mortgage itself.. if rates fall and the bonds go way up in value maybe I would sell them and get something else, if rates rise I don't mind holding them and just using the cash for the house. I have young kids though so am not planning on moving until my 1 yr old is out of high school so I don't mind being tied down.

Sanrith Descartes · 2025-05-22T18:15:02-0400

TSLA +50% since the day Tim Walz tweeted out about its stock price and making fun of it.

Sanrith Descartes · 2025-05-22T18:34:00-0400

Anyone holding uranium stocks?

Dalren · 2025-05-22T19:17:38-0400

Sanrith Descartes said:
Anyone holding uranium stocks?

I thought about going into some Uranium stocks during the dip in April but I didn't. Feeling dumb now, i knew power for AI was going to be a critical necessity.

swayze22 · 2025-05-22T19:27:56-0400

Sanrith Descartes said:
Anyone holding uranium stocks?

I bought some SMR last fall and sold for a small loss this winter. does that count?

if you didn't buy the run up prior to election then your probably wash at best

Haus · 2025-05-22T20:14:22-0400

Sanrith Descartes said:
Anyone holding uranium stocks?

Holding a medium sized bag URNM right now. It's had a rough last 6 months, I think I'm still in mostly because I'm just stubborn, and still honestly believe in nuclear as the solution to "clean" energy for the next 30-50 years honestly.

Haus · 2025-05-22T20:44:19-0400

Haus said:
Holding a medium sized bag URNM right now. It's had a rough last 6 months, I think I'm still in mostly because I'm just stubborn, and still honestly believe in nuclear as the solution to "clean" energy for the next 30-50 years honestly.

This made me go look in depth. Yeah, most of it I purchased in 2021-2022, and have literally ridden it to an ATH and back essentially. Although it's in the bucket I call "Longer Term Stuff" which is ETF's and things I figure on being as the name implies long holds. And that bucket has done well enough I haven't needed to vote it off the island yet.

Arden · 2025-05-22T20:54:02-0400

tugofpeace · 2025-05-22T21:36:51-0400

Arden said:
View attachment 587358

Market cap of $290 billion, doubt $120 million does anything

Sanrith Descartes · 2025-05-22T22:57:15-0400

Lambourne · 2025-05-23T01:55:51-0400

tugofpeace said:
Market cap of $290 billion, doubt $120 million does anything

No, but it may signal that they know something we don't.

sliverstorm · 2025-05-23T02:45:31-0400

Lambourne said:
No, but it may signal that they know something we don't.

In this case, the answer is a bit more boring: automatic sale of vesting RSUs to cover tax obligations

1. This transaction is part of a related series of transactions. The Reporting Person acquired rights to 675,000 shares of Class B Common Stock upon incremental vesting of previously granted restricted stock units ("RSUs") on May 20, 2025, converted 309,696 shares of the Class B Common Stock to Class A Common Stock and immediately sold the resulting shares of Class A Common Stock on May 20, 2025 and then converted 34,357 shares of the Class B Common Stock to Class A Common Stock and immediately sold the resulting shares of Class A Common Stock on May 21, 2025. All sales were automatic sales of shares to cover required tax withholding obligations in connection with the vesting event on May 20, 2025.

To further put that number in context, Stephen Cohen still owns something like 15 million shares of PLTR according to the filing. Guy's incentives are aligned.

pwe · 2025-05-23T03:19:28-0400

Sanrith Descartes said:
Anyone holding uranium stocks?

A bit of Cameco Corp (CCJ). Not a lot (no pun intended).

tugofpeace · 2025-05-23T04:12:43-0400

sliverstorm said:
In this case, the answer is a bit more boring: automatic sale of vesting RSUs to cover tax obligations

To further put that number in context, Stephen Cohen still owns something like 15 million shares of PLTR according to the filing. Guy's incentives are aligned.

Yea I figured it was just insiders taking profit. Seen it so many times after good earnings reports

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