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If the US (Trump) really wanted to reindustrialize the country they would lay out a three to five year plan with well telegraphed Tariffs so US companies can accommodate This brute force Tariff strategy seems to me (still) a negotiation tool taken too far How long can you self

No point in turning back. We’re closer to the other side.

Maybe a couple of words of (unasked-for) advice re investing in deeply down markets. Only stuff I've learnt (at great cost) over the years. 1. Stick to names you know best/have already underwritten. W/ increased volatility its hard enough to re-underwrite existing names, let

Shenzhou International Group Holdings $2313.HK China's factory for Nike, Uniqlo, Adidas, Puma... US represents 13% of sales Waiting to pull the trigger on this one.

the market crash looks so much nicer in ghibli

For my fellow 3% monthly return put sellers Passive income

Truly sad to see how the market is being manipulated in plain sight Trump & Melania Coins and the "National Crypto reserve" was just a warm up apparently This brutal force tariff policy is market manipulation, no matter from what angle you look at it A truly sad day for

SOLD TLT Dec19'25 75 PUT @ 2.13

I think that in <10 years we'll see screen time the same way we do food now. It will be a status symbol of the elite to consume less, and of a higher quality, while the poor gorge themselves on cheetos and ai-generated shortform vertical video

La OPA de Datagroup sale al final a 54€… KKR hace muy buen negocio privatizándola a esta valoración aprovechándose de lo que el mercado no quiere Una pena pues siempre era una buena empresa para tener en cartera/en el radar

The 10y was higher at points in 23, 24 and even 25 yet no one said the bond market was breaking until last week. Suddenly all the equity guys have the same word of day calendar and now work at pimco

"Several times I would make a decision to “start all over again.” I would decide I did not like the portfolio. I did not think we were in sync with the market, and while there were various degrees of conviction on individual securities, I concluded we would be better off with a

Si alguien necesita electricidad, que la pida.

$TASK Otra empresa del sector CX que es privatizada (en este caso por los fundadores y Blackstone) aprovechando las bajas valoraciones del mercado ir.taskus.com/news-releases/…

Sam Altman says "eventually, the cost of AI will converge to the cost of energy." Robots can build chips, optimize networks, "but an electron is an electron." In the end, intelligence will scale as far as the grid allows.

Ironically, I lost more money on $unh than my entire family will ever need for health care.