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Trey3216

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Everything posted by Trey3216

  1. Now tell us about the soccer...
  2. We really should be trying to figure a way to shore things up with Japan. Our debt owned by Japan is far more damaging than that owned by China.
  3. Here's a March update from SSGA that I got earlier...
  4. It is and it isn't. There's a lot going on right now. Some bad with good intent and some good with good intent.
  5. Another advisor friend sent me this yesterday.... per one of their major analysts.... The market is oversold, but we feel that we may not have seen the bottom yet. We are approximately 40% in cash, and we are looking for opportunities when the HCM Pivot Point® system brings us back into the market. This is the fifth fastest 10% correction of the S&P 500 in 75 years. Drops like this have a very strong tendency to be a huge overreaction. Big disruptions like we are experiencing with the tariff issue can create big opportunities, and we think this selloff is a big overreaction. If you look back at the other selloffs, they based and moved higher in short order. The stock market was higher at 1M, 3M, 6M and 12M later: 5 of 6 times, higher 1M later (except covid) 6 of 6 times, higher 3M later, median gain 9% 6 of 6 times, higher 6M later, median gain 15% 6 of 6 times, higher 12M later, median gain 21%
  6. Ground Control to Major Tom(avich)
  7. I'm sure somewhere there's a keyed in # that's incorrect, but IBRX is showing 67mm shares traded after hours right now. That's damn near the entire float. Maybe something big is about to happen.
  8. Story was a little jumbled, but wasn't horrific overall. I enjoyed it overall I suppose. Music was immensely worse. No doubt there will be a third installment. Probably Moana and Maui have Mauani, a little daughter who fights off English warships on her fiberglass catamaran.
  9. For those of you with little kids, Moana 2 is now on Disney+ as of yesterday. I was treated to 2 consecutive viewings last night and started another this morning when my 4 yr old awoke.
  10. Also just traded for Kenneth Murray from TN for a late round pick swap.
  11. For a decade now, since I've watched the show about 3 times through and seen Casablanca about 50 times, I smile ever so slightly realizing the gruff one liners and internal strife of Don Draper are basically the reincarnation of Rick Blaine.
  12. My mother vowed never to go to a FB game with me again after I spent 3 hours yelling at every OU fan within earshot the following list of colloquials: 1) DRIVE YOUR HOMES HOME!!! 2) Is your home gas or diesel!!!! 3) Is your home a bumper pull or 5th wheel!!! 4) How many slideouts do you have in your home!!!!
  13. Zeke Elliott had worse than that since his non-injury....WINNING!!!!!!
  14. That fucker looks like he's on death's doorstep. Dry out for a month or two, breh.
  15. Heard on the radio this morning that average restaurant revenues right around the AAC are down 20+% on Mavs game nights since the trade. Not only did they rip the fans' hearts out, they're literally hurting people's livelihood.
  16. Just saying he’s basically been the most consistent secondary player for the past 2.5 years.
  17. I've always been more of a 55/35/10 guy (rather than 60/40, and clearly those numbers are arbitrary, just using them as a point of reference). That 10 might be managed futures, it might be cash, it might be an individual strategy that's pulled back to a desirable level...etc. But for the sake of this argument, I'd say 50 equity/10 L/S equity/30 bond/10 managed futures
  18. I think it always serves a purpose to have a L/S equity etf as well as a managed futures etf in a portfolio to further smooth the returns. Yes, you're still going to have some overlap and unintended duplication, but it's served me well in the past. In '22, when the bond market was down 20%, and so was the stock market, I had a managed futures fund as a 10% portfolio weighting. It was up 45% that year. My portfolios were down 4% for the year vs the market being down 20%. Yeah, the next year when the market was up 30% and I was only up 18% kinda sucked, but that's the point of diversifying methodology, not just diversifying assets.
  19. Maybe seeing a 7 game Lakers/Knicks final with Luka going 35/12/12 and Brunson going 35/12 every game will make the ownership fire Nico on the spot.
  20. Nico is probably going to get Adam Silver's job when he decides to hang it up.
  21. The ol’ 1:100 reverse split
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