And?Originally Posted by sonatine
And?
wait.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
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.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
buffet and burry just revealed they are going balls fucking deep in unitedhealthcare, among others.
https://twitter.com/michaeljburryBC/status/1956095252835787151
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
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.
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.
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.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.
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.
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).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 ™
Somewhere up there Charlie Munger smiles.
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%
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
I love Burry. He’s a pleasant sorta ‘sperg but he’s AIDs.
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.
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.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
You think America takes a stake in UNH too?
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….
You think America takes a stake in UNH too?
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.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
Left will cause macular degeneration
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
https://www.reuters.com/sustainabili...es-2025-08-19/
class action over 'self driving' just launched.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
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.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
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