Posts
Housing is always a safe play
Housing may not be seeing crazy growth like semis but it's recession proof. We just saw Berkshire Hathaway acquire Taylor Morrison Home Corporation. All my colleagues just purchased houses these past few years and they're always at Home Depot during the weekends. ​ Slowly moving all my semi gains into …
What Are Your Moves Tomorrow, June 12, 2026
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XOVR Might Be the Closest Thing to a SpaceX ETF Nobody Is Talking About
Not financial advice. I have the financial sophistication of a golden retriever. Everyone is talking about buying SpaceX. The problem is that by the time most retail investors can actually buy it, the stock may already be trading well above the IPO price. We’ve all seen it happen before. IPO …
SBRCY ADR holders are finally getting cashed out
https://api.markitdigital.com/jpmadr-public/v1/cms/document?cmsId=520e5773254e470ba09e55b38bd59b9d&sequenceNo=1 JP Morgan’s made an announcement this week regarding the terminated ADRs oF SBERBANK. $4 bucks per ADR.
Iran rejects Trump's claim of reaching an agreement
Trump cancels Iran strikes scheduled for Thursday evening
Market is up but MSFT is down
Bought 100 shares of MSFT on margin at $429.60 per share. Immediately sold an ITM call, and a few more calls since then. Adjusted cost basis is $415.71. Plan now is to just hold the shares and not sell anymore calls. I’m paying like $12 interest per day though. Whole …
The “Biggest Losers” are all in the green
Barrons is pumping up SpaceX. I remember a time long ago when Barrons used to be a respectable source for financial news and analysis.
The Taco Blockade will remain in full force until all positions have been closed and all tacos have been settled.
The Regarded, Confused Virgin Play
Gentlemen, we nutted too early last Monday. Hype around the Virgin retardation-confusion play went through the roof two weekends ago, which caused us to blow our collective load two weeks early. However, the retardation thesis still stands. The actual catalyst for the SpaceX confusion thesis is tomorrow, and we already …