And?Quote:
Originally Posted by sonatine
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And?Quote:
Originally Posted by sonatine
pour one out for $BYND. chapter 11.
this was like _the_ meme stock when we were all getting into options a million years ago.
1step's entire portfolio was like smith and wesson and OTM beyond meat weeklies.
buffet and burry just revealed they are going balls fucking deep in unitedhealthcare, among others.
https://x.com/michaeljburryBC/status...95252835787151
I lightened up on stocks a lot today. Does anyone else feel like a crypto and general market correction is overdue?
I 100% agree. How can we hurt the most people in the shortest amount of time? Folks are all fearlessly long (leveraged too). That is the MOST people. Time to thin the herd.Quote:
Originally Posted by country978
But I'm trying, Ringo. I'm trying real hard to be the shepherd.
America’s darling PLTR hit $189 yesterday and gave it up kinda hard. Exhaustion move. Shake the noobs out before we continue the run to new highs having bought at better prices. PLTR is just one example.
Curious what narrative will be attributed. It’s just game theory.
Somewhere up there Charlie Munger smiles.Quote:
Originally Posted by sonatine
But honestly, Burry is usually a fade.
I own 0 shares of pltr and nvda for the 1st time in what seems like years now. I also sold all positions in ETH and BTC today. As for the narrative, you're the inflation guy. I think its that, geo politics, domestic anxiety and a possible future surprise. It seems like the tariff situation has worked out ok but its not fully played out and could create head winds again.Quote:
Originally Posted by SanlmarI 100% agree. How can we hurt the most people in the shortest amount of time? Folks are all fearlessly long (leveraged too). That is the MOST people. Time to thin the herd.Quote:
Originally Posted by country978
But I'm trying, Ringo. I'm trying real hard to be the shepherd.
America’s darling PLTR hit $189 yesterday and gave it up kinda hard. Exhaustion move. Shake the noobs out before we continue the run to new highs having bought at better prices. PLTR is just one example.
Curious what narrative will be attributed. It’s just game theory.
Europe is weak and getting a lot weaker too, no?
In my own mind - the money supply is expanding in several ways.Quote:
Originally Posted by country978
At this point I could riff in several directions….. How about this - Trump wants lower rates. We will have a looooong period of “negative real interest rates”. As an added bonus this helps deflate the debt.
When the dollar is worth less and real rates are negative the sharp money piles into assets. Dollars stuffed in your mattress is worth less daily. Assets including the stock market will inevitably rise. It’s just self defense. Whether you are really making money is a a fun debate (Boz).Quote:
Negative real interest rates occur when the nominal interest rate is lower than the inflation rate, meaning that the purchasing power of money decreases over time. In this situation, even if you earn interest on savings, the value of that interest is less than the increase in prices, resulting in a loss of purchasing power.
experian.com Investopedia
I posted a chart of the stock market over time priced in Gold instead of crummy dollars. Kinda flat.
PLTR, UEC and all that are sweet outliers compared to some Fidelity Fund of course. Cheers
The RETRACEMENT we anticipate is just gamesmanship.
Of course I could be all wrong. EoT ™
Quote:
Originally Posted by SanlmarSomewhere up there Charlie Munger smiles.Quote:
Originally Posted by sonatine
But honestly, Burry is usually a fade.
Burry hasnt really had a good bet since 2008 but if you had aped into it at market open after reading this post youd be up like 14%
I love Burry. He’s a pleasant sorta ‘sperg but he’s AIDs.Quote:
Originally Posted by sonatineQuote:
Originally Posted by Sanlmar
Burry hasnt really had a good bet since 2008 but if you had aped into it at market open after reading this post youd be up like 14%
It did not gap up (you know what I mean) and in fact put a little scare into folks for a few minutes. I scalped some.
@Sonatine
What cute advertising campaign will Buffet suggest?
Buffet was famously Geico (gecko)
So an AI Luigi Mangione? He exposed the fraud and made United family friendly again? Luigi solves other routine domestic problems in the ad campaign. America loves Luigi. High Q rating.
Quote:
Originally Posted by Sanlmar
my guess is hes expecting them to get acquired _or_ someone just begged him to take a stake for national security reasons.
remember they are still under federal investigation.
You think America takes a stake in UNH too?Quote:
Originally Posted by sonatineQuote:
Originally Posted by Sanlmar
my guess is hes expecting them to get acquired _or_ someone just begged him to take a stake for national security reasons.
remember they are still under federal investigation.
Oooh, oooh, ooooh ahhhhhh….
Quote:
Originally Posted by SanlmarYou think America takes a stake in UNH too?Quote:
Originally Posted by sonatine
Oooh, oooh, ooooh ahhhhhh….
im going to go out on a limb and say trump doesnt want 170 million people to lose coverage but lord knows ive given him too much credit before.
Left will cause macular degenerationQuote:
Originally Posted by sonatine
https://www.reuters.com/sustainabili...es-2025-08-19/
class action over 'self driving' just launched.
we need to normalize firing ceos into the sun or sacrificing them to volcanos or something once their companies reach a certain point where leadership competence and vision exceed the value of being fucking toddlers.
https://pbs.twimg.com/media/GyvEgera...jpg&name=large