Based Anti-Semitic Investments Ltd.
10.04.202519:16
Long term this is great for BYD and bad for Tesla. To make matters worse for Tesla, trumps retard tarrifs are making lithium very expensive for Tesla.
09.04.202500:32
The internet has made active management harder. It used to be that if you understood an industry everyone outside of it had no idea and you had a huge advantage over them. Due to the internet the knowledge gap is smaller and more people can know more information and price it in faster. Racism and antisemitism allow us to make accurate predictions about the market that aren’t priced in because thinking this way is taboo
07.04.202515:54
US Steel up over 11% today amid the chaos
https://www.cnbc.com/2025/04/07/trump-orders-new-review-of-us-steel-acquisition-by-nippon-steel.html
https://www.cnbc.com/2025/04/07/trump-orders-new-review-of-us-steel-acquisition-by-nippon-steel.html
04.04.202522:17
Was right
03.04.202517:19
China isn’t getting hammered as hard. Berkshire Hathaway is stable, gold is stable. So I’m doing alright
Reposted from:
Megatron
10.04.202519:16
BREAKING: 🇪🇺🇨🇳 EU and China have started negotiations to abolish EU tariffs on Chinese electrical vehicles - Handelsblatt reports
@Megatron_ron
@Megatron_ron
09.04.202518:16
Watch it go -10% next hour when orange man does something retarded
08.04.202521:29
Just spent and hour writing a wall text for it to get deleted when I clicked on a notification gonna KMS and restart it tomorrow.
It’s the new retirement strategy I developed:
A portfolio of
80% Stocks/20% Gold
And a 3 year cash cushion separate from that
Live off cash for 3 months and at the end of the 3 month period replenish your cash position only if the market is up from your previous adjusted all time high. If the market is down continue to live off of cash.
The cushion keeps you from getting skull fucked during recessions, stops little dips from hurting your growth in bull markets and allows for a much more aggressive allocation in your portfolio.
The back tests I did showed that it allows your portfolio to reach your escape velocity above your withdrawals faster.
It’s the new retirement strategy I developed:
A portfolio of
80% Stocks/20% Gold
And a 3 year cash cushion separate from that
Live off cash for 3 months and at the end of the 3 month period replenish your cash position only if the market is up from your previous adjusted all time high. If the market is down continue to live off of cash.
The cushion keeps you from getting skull fucked during recessions, stops little dips from hurting your growth in bull markets and allows for a much more aggressive allocation in your portfolio.
The back tests I did showed that it allows your portfolio to reach your escape velocity above your withdrawals faster.
06.04.202516:49
Very long term, Waste Management (WM) is a buy. It’s a very stable steady business practically with a monopoly that’s guaranteed to grow as long as the economy grows:
Economy grows = More stuff -> more stuff being thrown out = profit
Population growth means more people throwing out shit. It’s a stock tied to overall economic growth
.53 beta with similar growth to the S&P 500. I wish I bought before the crash.
Economy grows = More stuff -> more stuff being thrown out = profit
Population growth means more people throwing out shit. It’s a stock tied to overall economic growth
.53 beta with similar growth to the S&P 500. I wish I bought before the crash.
04.04.202502:45
LOL
This after hours rise was not included in my account summary
This after hours rise was not included in my account summary
Reposted from:
Bellerophon's Autism Plantation
09.04.202520:46
"The market dipped, then the market rose. It was a lesson to decrease your attachment to this material realm.
You must trust the plan to attain trve enlightenment."
You must trust the plan to attain trve enlightenment."
Reposted from:
Retarded Ramblings (Punished Edition)
09.04.202507:38
⚡️ Hungarian Minister of the National Economy Márton Nagy, has threatened Donald Trump with retaliation tarrifs of 57 percent on critical aviation, space, and, air transport equipment if he attempts his 10 percent tarrifs on Hungarian exports.
Hungary has disappeared from the list of nations facing tarrifs.
Hungary has disappeared from the list of nations facing tarrifs.
08.04.202520:25
A pretty consistent pattern has emerged the past few days:
The market has gains at first and then there’s a downturn making the whole day red. It seems like people are trying to buy the dip but this can’t change reality. It might be stop buys getting triggered
The market has gains at first and then there’s a downturn making the whole day red. It seems like people are trying to buy the dip but this can’t change reality. It might be stop buys getting triggered
06.04.202515:30
Right now Ching Chong maximalism is good for your portfolio. Buy chinky tech stocks on the dip, China will win the trade war and the AI war.
Gold is long as it does well in recessions and periods of high inflation. The best performance ever of gold was during the stagflation of the 1970’s. Economists were talking about stagflation before trumps short bus tarrifs. It’s much more likely now if they stick.
TLT (long term treasury ETF) is long due to the possibility of rate cuts. TLT has a modified duration of 16.3. That means for every 1% change in the interest rate there is a 16.3% change in the price of TLT. Right now it pays a 4.25% dividend with almost no downside so you’re going to survive any recession that comes.
I’m not selling off any of my holdings at the moment.
Gold is long as it does well in recessions and periods of high inflation. The best performance ever of gold was during the stagflation of the 1970’s. Economists were talking about stagflation before trumps short bus tarrifs. It’s much more likely now if they stick.
TLT (long term treasury ETF) is long due to the possibility of rate cuts. TLT has a modified duration of 16.3. That means for every 1% change in the interest rate there is a 16.3% change in the price of TLT. Right now it pays a 4.25% dividend with almost no downside so you’re going to survive any recession that comes.
I’m not selling off any of my holdings at the moment.
04.04.202501:29
My Schwab got hit the hardest, on account of the BWLP, X, and MRNA positions. I'm not worried about any of them. As far as I'm concerned X is $55/share.
03.04.202503:30
Trump's reciprocal tariffs are probably the least likely to have negative economic consequences for America because they're actually meant to get the targeted countries to eliminate their tariffs, which would result in cheaper (and thus likely a larger volume of) US exports.
So the market panic-sells today, but what will traders do when half of these countries agree to eliminate tariffs on their imports from America?
So the market panic-sells today, but what will traders do when half of these countries agree to eliminate tariffs on their imports from America?
09.04.202518:24
He even managed to make my portfolio write "W"
09.04.202505:25
To understand volatility decay:
%’s are smaller going down than going up:
$1000 to $50 is a 95% loss
$50 to $1000 is a 2000% gain
If I have an ETF do a 40% gain on day 1 and a 40% loss on day 2 then a 2x leveraged ETF (which resets the leverage every day) will have an 80% gain on day 1 and an 80% loss on day 2. There is more $ per loss in a % going down over the same interval
ETF
Day 0: $100
Day 1: $100*1.40=$140.00
Day 2: $140*.60=$84.00
2x ETF
Day 0: $100
Day 1: $100*1.80=$180.00
Day 2: $100*.20=$20.00
%’s are smaller going down than going up:
$1000 to $50 is a 95% loss
$50 to $1000 is a 2000% gain
If I have an ETF do a 40% gain on day 1 and a 40% loss on day 2 then a 2x leveraged ETF (which resets the leverage every day) will have an 80% gain on day 1 and an 80% loss on day 2. There is more $ per loss in a % going down over the same interval
ETF
Day 0: $100
Day 1: $100*1.40=$140.00
Day 2: $140*.60=$84.00
2x ETF
Day 0: $100
Day 1: $100*1.80=$180.00
Day 2: $100*.20=$20.00
08.04.202505:48
Moderna Bros with the W. We told you that the state apparatus wouldn’t allow Kennedy to go full retard. He exists to get the schizo vote.
06.04.202500:52
My record since I started investing in July
Biggest W’s:
- Chinky Tech Stocks
- Gold
- DJT on election night
Biggest L’s:
- JBDI speculation
- Buying and holding Tesla cause (Elon will get trump corruption)
- Going into Moderna and BWLP too early (both are good stocks but I bought them well before the hit bottom
Biggest W’s:
- Chinky Tech Stocks
- Gold
- DJT on election night
Biggest L’s:
- JBDI speculation
- Buying and holding Tesla cause (Elon will get trump corruption)
- Going into Moderna and BWLP too early (both are good stocks but I bought them well before the hit bottom
03.04.202517:19
02.04.202510:36
The hedge fund with the most assets under-management in the world has dogshit returns.
https://caia.org/blog/2024/08/09/unsurprising-failure-largest-hedge-fund-world
https://caia.org/blog/2024/08/09/unsurprising-failure-largest-hedge-fund-world
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