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  1. iShares TLT is by far the most popular. Only 15bps of expense fees. Vanguard VGLT is most similar (~25 year avg maturity of holdings) and 4bps fees…but at this points the fees are chicken scratch. TLH targets 10-20y treasuries. I dont think in this context most people are thinking of stuff with shorter maturity.
  2. I stick some of my work-sponsored retirement accounts in aggressive stock/bond funds or age-based funds (which use same general formula), because theyre a bit clunky to manage actively. Thats been a good blend because the smaller bond component sucked during last few years due to interest rates climbing from off the floor. My IRA is semi-actively traded and ive been slowly rebalancing away from stock index and into long duration bonds. My gut feeling is equities are too heated and rates will roll over and the long bonds will outperform. (Actively traded account is anything goes…) No telling what I will do nearer to retirement, whether ill skew the entire portfolio heavy towards bond/yield. The market environment and my personal risk tolerance might look completely different by then.
  3. People might not know that Palantir also does generic tech consulting with their software tooling. They're working with one group in my company to do some basic data management and analysis -- has nothing to do with national security / defense / etc. But still, including that potential market, with expected FY2025 US Commercial rev of $1B their valuation is wild. Bottom is measure of profitability growth
  4. Guess people are baking in expectation of hitting the hockey stick curve. Its still just a linear ramp for now. Their slides are some of the ugliest ive seen. Also, yes, im sour for having sold out in the 20s and 30s.
  5. Lord Christ Palantir just hit $100 in afterhours trading for a $230B valuation from a <$1B sales quarter with <$100M of net income. All growth trajectory yes but you gotta extend that trajectory forever
  6. The best license plate ive ever seen is this car in this exact color with the plate “TOMATO” The 2nd best is this, though ive not seen in person
  7. im not planning to meaningfully add long equities for this and next month. but shorting vol when blips like these occur. also the tariffs news have been great for natural gas / commodities. thank u tariff jesus.
  8. first time i will have dipped into crypto in literally years. bought ether futures - cme product through my traditional broker so no need to use exotic platforms. rationale: line goes up.
  9. MVP seemed annoying when he was beating up cans in Bellator but now having seen more of his personality in UFC interviews and etc, he seems like a cool dude. Middleweight is not deep enough that he wouldn't be T10, T5. Vettori would be a good test for him. Izzy losses are soooo satisfying.
  10. reportedly being pursued by the dallas cowboys nooooooooooooooooooo
  11. If its served up cold, coca cola and pepsi are basically the same shit. (if warm, both are nasty)
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