amoeba's Account Talk

[amoeba]

Now I'm feeling like I want to be in the top 50. There's lingering stress out there, e.g., another tracker leader BRUNIKH bailed to G today. It's Saturday. Feel better? I do. Would a bomb crater under SPY 5,000 bring me back in August? Unlikely.

 

[Jsthere4211]

11.76%,

That’s actually a great number for 7 months in a year like this . Especially for people those who have crossed the 60 year milestone ( thinking myself. Just crossed) . I myself have 11.03%YTD

 

[amoeba]

No way I'm putting a dime in stocks this month. It will sell off on the next news, at least -5%. Perhaps I'll wade in September, or later. JP ain't cutting rates with 3% PPI, jobs data too noisy to act yet. IMO.

 

[amoeba]

Rate cuts a coming, all in today, and Donald's late talk made it a better buy than otherwise. Who doesn't like another Taco?

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[amoeba]

Still all in (though slightly more I fund COB yesterday). Taco cometh end of month.

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[amoeba]

Someone sold the news and didn't tell me. WAAAHH!

 

[amoeba]

I'm gonna cash out of everything tomorrow, go all G, 1 day ahead of SCOTUS tariff decision day (probably Friday, 10 am ET), which I expect to be against tariffs and to zero out year to date gains and then some. I could be wrong. In which case oh well.

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[amoeba]

I'm gonna cash out of everything tomorrow, go all G, 1 day ahead of SCOTUS tariff decision day (probably Friday, 10 am ET), which I expect to be against tariffs and to zero out year to date gains and then some. I could be wrong. In which case oh well.

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WRONG (again): No tariff decision or hint beyond a wisecrack by Sotomayor before the session (see scotusblog.com). Hahaha, I'm not laughing. OK fine, I guess I'll go back in like everyone else. Then you can publish the decision Wednesday and rat me to no tomorrow. Hahaha.

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[amoeba]

OK, fine. Back in 100% (50:50 I/S). Donald's nutz on 10% credit card cap, issuers would lose money; it's high bcz there's no collateral and so many people just wash these debts in bankruptcy without consequence (he of all people would seem to know this). He'll walk it back once someone explains to him how this works.

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[dannyboy]

Ok

OK, fine. Back in 100% (50:50 I/S). Donald's nutz on 10% credit card cap, issuers would lose money; it's high bcz there's no collateral and so many people just wash these debts in bankruptcy without consequence (he of all people would seem to know this). He'll walk it back once someone explains to him how this works.

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amobe
I hope you have heard of spellcheck, I encourage you to use this tool.
Dannyboy

 

[amoeba]

So....Donald says first he's not gonna use force to acquire Greenland, markets rise then fade, then 40 minutes before market close he posts something about NO Feb 5 tariffs pending a Greenland agreement he arrived at with principals later in the day on Truth Social (details forthcoming). That's a TACO in my book, so I bought a truckload of TNA and EFA. Tomorrow is another day.

 

[tsptalk]

Small caps look good, but don't take your eye off the Japanese bond market for the next catalyst. Something is brewing there.