LongOnly @LongOnlyFinance
Website coming early 2023. Finance, Politics, Economics, Fun Joined February 2022-
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This guy gets it.
Cannot believe these people have professional editors.
Cannot believe these people have professional editors.
I'm selling out of a couple lower conviction postions after this face melt rally resulting solely from a 7 handle on inflation print. Money market/short term bonds looking a lot sexier to me than this cluster F market. Still keeping 90%+ of my long positions obvi.
I have no idea what the hell is going on in the market(s) right now. More people should say that. That means I'm staying VERY diversified. Stocks: yep, bonds: yep gold: yep reits: yep cash: yep crypto: tiny bit...but yep! #recession #norecession
Safe to assume every day is going to be plus/minus > 2% in every index forever???
$usd costing more and more every day. Cash is king until employment drops of a cliff or someone in charge realizes how how much debt every government has.
Was having the same feeling, but this is better put than I could do.
Positions I'm considering adding to or starting: Adding $VDE $IAU $MOS (Not $MSOS. Very different. Long story, but still long on that too) Starting $MU $VZ $M (really torn on this one because I secretly hope this goes to zero at the same time)
"I agree on getting rid of the IRS, but I want to replace it with nothing, not another tax. But let's not forget the inflation tax." -Ron Paul
"I agree on getting rid of the IRS, but I want to replace it with nothing, not another tax. But let's not forget the inflation tax." -Ron Paul
I would love watching Democrats squirm if it didn't mean Republicans get elected. I say this statement in reverse order every few years.
Satisfied life is better than successful life. Because our success is measured by others. But our satisfaction is measured by our own soul, mind and heart.
The new FAANG is looking more and more like MAGA/GAMA (depending on your political persuasion) Amazon Apple Google Microsoft Wide moats. I'm still gonna yolo $msos... but thats my thought on FAANG.
Current trade thought: Short term - stay out of commodities minus oil Intermediate term - overweight most commodities.
@AndersChiTown @zerohedge Lol. Even the name BlockFi is more liability than asset.
Another great episode. @42macroDDale is able to explain and expand on ideas I already have better than what's clanking around in my head.
Another great episode. @42macroDDale is able to explain and expand on ideas I already have better than what's clanking around in my head.
People can't reply to the original tweet, which is clearly a veiled threat of violence...... I'm sure you "want" it to be peaceful, but you know as well as I do that it would turn ugly quick. Despicable. @TwitterSupport
Index equiv of when Nirvana, Pearl Jam, Alice in Chains became part of Classic Rock
Index equiv of when Nirvana, Pearl Jam, Alice in Chains became part of Classic Rock
Anger may seem to be a source of energy, but it’s blind. It causes us to lose our restraint. It may stir courage, but that too is blind.
Dammit this is weirdly giving me hope for humanity. Against all odds.
Dammit this is weirdly giving me hope for humanity. Against all odds.
Inflation is one of those topics that gets more confusing the more you delve into it. ....but a lot of the most obvious facts about it are lost on otherwise smart people.
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Georgia Power announced Monday that its Plant Vogtle 3 nuclear reactor has entered commercial operation, becoming the first new U.S. nuclear reactor to come online in more than 30 years. washingtonexaminer.com/policy/energy-…
Turkish photographer Ugur Gallenkus portrays two different worlds within a single image. Brilliant work👏👏👏
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@julie_bush ... legally blonde, Devil wears Prada, Frozen, bend it like beckam, sisterhood of the traveling pants, Mona Lisa smile, mean girls, Pitch Perfect, precious, oceans 8, sister act, the notebook, fifty shades, twilight, Lady bird, the first wives club, Moana, a league of their own..
@cheromcha Hybrids were always supposed to be the compromise offering as many the benefits of both as possible. Pure EVs becoming common hasn't changed that. But national governments' attitudes toward internal combustion cars are kinda forcing hands and removing good options, as usual.
Here it is, the project that I have been working on for over a year: A heraldic map of Europe
Derik M. was on the McMurdo Station in Antarctica as a US Coast Guard in 2017, when he spotted a family of penguins. Suddenly, a piece of the ice broke and the clip turned out to be one of the most thrilling ever filmed [source: buff.ly/3bEDKdY]
The entire Utah delegation is on board with the #DCAAct! Thank you, @SenatorRomney, for joining @SenMikeLee, @RepBurgessOwens, @RepBlakeMoore, @RepChrisStewart and @RepJohnCurtis to bring more access, options, and affordability to DCA-bound Utahns. caanow.co/3XjRmi8
Good News: The debt ceiling is resolved, so the Treasury will not default. Bad News: The Treasury’s accounts are drained, and must be refilled with over $1T. Question is, could this break the markets? Time for a Debt 🧵👇
Looking forward to working with you to make building nuclear legal in New York — one of the 11 states where this realistic solution to climate change is extremely illegal
I considered moving out of the USA. After some research, I realized leaving is stupid. There is no chance the USA will stop being the global superpower. And the best country for opportunity. The reason surprised me: ⬇️
Nope. I’m taking grandma and grandpa to Jekyll Island.
@buccocapital @ElDawg360 Or Apple is a Berkshire holdco and the world has accepted Buffet/Munger are immortal.
@izzykareem @OphirGottlieb Different kind of rejection..
@jtLOL @redsteeze It’s not in the story, either.
@CNN So weird that his party isn't listed anywhere in the article. Probably some "mayor is a non-partisan position" excuse. Because you know if he was a Republican that would be the first word in the headline.
@Cokedupoptions Pretty much drive around in this thing
Okay Twitter I’m asking for prayer. My two year old fell off the couch tonight. She fractured her skull and has a small brain bleed. I believe in the power in prayer and I’m asking you to join me.
Been exactly a year since my dad unexpectedly passed. But instead of moping I just wanna share bits and pieces and celebrate his life. He was bookish but also a ladies’ man. Here he was at Cambridge University. Date on the Daily Telegraph says it was 1975. I miss you, paps.
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