CIO with experience managing multiple mutual funds, hedge funds, and macro asset allocation portfolios in current stealth mode.
Stealth Mode
Joined January 2018
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This is why our country is so messed up
Elizabeth Warren will be Senate Banking Chair
Maxine Waters will be the House Financial Services chair
Yes, the Maxine that even a Democrat wouldn’t trust with their lemonade stand budget
Not a call on the future of intel, but this is a pretty prime set up for a bounce. Volatility is your friend. Assets that do so well and then see a major sharp decline don’t go into slow bleed overnight immediately.
World Series synopsis for the Rays:
Won’t win many games scoring runs in only 1 inning. Combo of base running issues, RISP
D needs to be much better
Bullpen struggled. Seymour shouldn’t pitch again
If they get to G6, they have Rass and Peralta. Obviously G3 is must must win
Here is the unfortunate hot take reality with AI and tech culture that Slutcon highlighted
America is more aligned culturally and morally with Chinese builders than Silicon Valley builders. I frankly trust the judgment of Chinese builders more than SF builders
The iced coffee debate is really about this.
A group of people demanded extreme accommodation from businesses as consumers.
The interview tests whether they can GIVE the extreme accommodation that they themselves demand because now they have to represent the business
Never buy & install appliances w @Lowes
1. They lose my unit on install date
2. 2 weeks later, they try to install but didn’t bring what they needed. Left it half installed
3. Today, 2 weeks later, Lowes has no idea what to do, no progress
Now I’ll have to wait 2 more weeks
This has been maximum incompetence and negligence with @Lowes
They have no communication with installers, no desire to finish a job, they literally are going to leave a double oven half installed. $500 extra for delivery and install
Utilizing capital losses can be a key tax tool.
But you can waste your capital losses if you aren’t smart
Current tax laws allow you to take more LTCG with 0% taxes than ever before
But if you have cap losses, you use those losses even though you would have owed $0 regardless!
Odyssey cast & character rankings
S Tier:
Odysseus as Damon. Perfect casting
A Tier:
Holland, Page, and Hathaway
Holland and Page aligned very well to their character. Hathaway was fantastic
As an American we are mid at sports per capita. Absolutely shit per capita in soccer. Even baseball and basketball, we are ok.
And that’s ok. Our system isn’t geared to maximize our national teams. Our youth compete, and aren’t commodities to be bought and sold.
It’s ok
This is why you rebalance.
So you can buy equities on days like today.
Earnings are still strong and improving. There is no negative catalyst. It’s largely just overextended profit taking. Chill & I hope you bought.
Crypto OTOH…
If this is the deal. How is this not a massive win for the US?
1. Iran gives up nuke program
2. China (Europe, etc) pay Iran to use the Strait
That’s about as big of a win for the US as you can imagine.
People seem to miss the fact that the US and Iran can both have non opposed objectives
They both can “win”
This isn’t some medieval war where the goal is to conquer.
Before you begin to evaluate ask:
1. What is the US objective?
2. What is the Iranian objective?