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It's so interesting reading people's comments to this around the internet, and seeing just how many people mistakenly thought "Hindenburg Research" was some giant billion dollar company with a big office building and hundreds or thousands of employees, and not at its core essentially one guy with a blog. It was a great marketing tactic on his part, a great name that implies being bigger, and always writing the articles with the persona of it being a press conference from a large company. I always suspected people didn't realize it was really just one investigative reporter (who found a much better way to monetize that reporting than working for a news station), but even I'm kind of surprised at just how large a percentage it was that didn't realize.
 
**** it, I'm going all in* on UAMY. Fire retardants like antimony and zeolite are going to make noise. This stock stands almost alone in this arena.

*not really ALL IN all in, but tripling down.
 
With this jobs report the fed is done cutting for awhile.
I definitely lean this way. On top of that-I think that inflation just got a lot more messy and sticky with the California wildfires. We’re looking at a lot of people displaced and in need of homes in an already short supplied housing market. The amount of regulations in California will make the rebuilding process slow and this could raise the prices of lumber and keep it high for a while. Insurance rates will rise across the country. If the main motivation of the fed is to fight inflation—I think that their biggest chance of success to do this is to maintain the strength of the dollar or to strengthen it further.
As a Californian who wants extremely expansive and aggressive home building, I hope that one of the silver linings from this awful tragedy is that it forces some changes to remedy the huge problem. Every crisis is an opportunity - hopefully Newsom uses this to cut a bunch of regulation and CA will build build build.
I somehow doubt that the $5-10m homes in Palisades that burned will get rebuilt into multi-family units with increased density...
 
With this jobs report the fed is done cutting for awhile.
I definitely lean this way. On top of that-I think that inflation just got a lot more messy and sticky with the California wildfires. We’re looking at a lot of people displaced and in need of homes in an already short supplied housing market. The amount of regulations in California will make the rebuilding process slow and this could raise the prices of lumber and keep it high for a while. Insurance rates will rise across the country. If the main motivation of the fed is to fight inflation—I think that their biggest chance of success to do this is to maintain the strength of the dollar or to strengthen it further.
As a Californian who wants extremely expansive and aggressive home building, I hope that one of the silver linings from this awful tragedy is that it forces some changes to remedy the huge problem. Every crisis is an opportunity - hopefully Newsom uses this to cut a bunch of regulation and CA will build build build.
I somehow doubt that the $5-10m homes in Palisades that burned will get rebuilt into multi-family units with increased density...
Agree that the Palisades won't turn into high rise apartment complexes. But the problem in CA is much, much larger than any high rent coastal area. We are millions and millions of homes behind. My hope is that Newsom can seize this momentum and make changes that help building in the macro.
 
I'm continuing to sell off the individual names I've bought in my Roth over the past 4-5 years, moving into broader ETFs. Most have done ok to great but I'm just trying to simplify. Was 100% in individual stocks in that accounts a few months ago, now about 40% in ETFs. Holding on to a few favorites for now - OKE, NRG (trimmed), PEO, CEG, NVDA (trimmed) to name a few. But other than that, pretty soon the only things left will be those at the bottom of the page I can't get rid of - QS, BLDP, TRUFF, RVVTF, PLGNF, and 444863202 (the artist formerly known as HGEN).

The more often I hear stats about how a handful of stocks account for almost all of the market's gains, the more I'm inclined to believe I'm not special enough to pick those handful.
 
With this jobs report the fed is done cutting for awhile.
I definitely lean this way. On top of that-I think that inflation just got a lot more messy and sticky with the California wildfires. We’re looking at a lot of people displaced and in need of homes in an already short supplied housing market. The amount of regulations in California will make the rebuilding process slow and this could raise the prices of lumber and keep it high for a while. Insurance rates will rise across the country. If the main motivation of the fed is to fight inflation—I think that their biggest chance of success to do this is to maintain the strength of the dollar or to strengthen it further.
As a Californian who wants extremely expansive and aggressive home building, I hope that one of the silver linings from this awful tragedy is that it forces some changes to remedy the huge problem. Every crisis is an opportunity - hopefully Newsom uses this to cut a bunch of regulation and CA will build build build.
I somehow doubt that the $5-10m homes in Palisades that burned will get rebuilt into multi-family units with increased density...
Agreed. These owners have a right to rebuild and this tragedy isn’t an opportunity for municipalities to change the zoning of the property.
 
With this jobs report the fed is done cutting for awhile.
I definitely lean this way. On top of that-I think that inflation just got a lot more messy and sticky with the California wildfires. We’re looking at a lot of people displaced and in need of homes in an already short supplied housing market. The amount of regulations in California will make the rebuilding process slow and this could raise the prices of lumber and keep it high for a while. Insurance rates will rise across the country. If the main motivation of the fed is to fight inflation—I think that their biggest chance of success to do this is to maintain the strength of the dollar or to strengthen it further.
As a Californian who wants extremely expansive and aggressive home building, I hope that one of the silver linings from this awful tragedy is that it forces some changes to remedy the huge problem. Every crisis is an opportunity - hopefully Newsom uses this to cut a bunch of regulation and CA will build build build.
I somehow doubt that the $5-10m homes in Palisades that burned will get rebuilt into multi-family units with increased density...
Agree that the Palisades won't turn into high rise apartment complexes. But the problem in CA is much, much larger than any high rent coastal area. We are millions and millions of homes behind. My hope is that Newsom can seize this momentum and make changes that help building in the macro.
No comment. Wish you guys luck in California.

You guys need a cleaning out and new direction. And real leadership.

I will leave it at that. I absolutely don’t want to get political at all.

I just feel terrible every single family that has been displaced and affecting by this tragedy.

As far as the Market…..we will have a roller coaster but positive year.
No politics, agree. Let's also do no Cali companies, it's all a joke out there.
 
I'm continuing to sell off the individual names I've bought in my Roth over the past 4-5 years, moving into broader ETFs. Most have done ok to great but I'm just trying to simplify. Was 100% in individual stocks in that accounts a few months ago, now about 40% in ETFs. Holding on to a few favorites for now - OKE, NRG (trimmed), PEO, CEG, NVDA (trimmed) to name a few. But other than that, pretty soon the only things left will be those at the bottom of the page I can't get rid of - QS, BLDP, TRUFF, RVVTF, PLGNF, and 444863202 (the artist formerly known as HGEN).

The more often I hear stats about how a handful of stocks account for almost all of the market's gains, the more I'm inclined to believe I'm not special enough to pick those handful.
I sold BLDP for a slight loss a few years ago but still hold HGEN and Truff in a Roth as well. Oof.
 
I'm continuing to sell off the individual names I've bought in my Roth over the past 4-5 years, moving into broader ETFs. Most have done ok to great but I'm just trying to simplify. Was 100% in individual stocks in that accounts a few months ago, now about 40% in ETFs. Holding on to a few favorites for now - OKE, NRG (trimmed), PEO, CEG, NVDA (trimmed) to name a few. But other than that, pretty soon the only things left will be those at the bottom of the page I can't get rid of - QS, BLDP, TRUFF, RVVTF, PLGNF, and 444863202 (the artist formerly known as HGEN).

The more often I hear stats about how a handful of stocks account for almost all of the market's gains, the more I'm inclined to believe I'm not special enough to pick those handful.
I sold BLDP for a slight loss a few years ago but still hold HGEN and Truff in a Roth as well. Oof.
How about this for an oldy but goody? I'm still sitting on shares of VGGOF in my Roth. @General Malaise
 
With this jobs report the fed is done cutting for awhile.
I definitely lean this way. On top of that-I think that inflation just got a lot more messy and sticky with the California wildfires. We’re looking at a lot of people displaced and in need of homes in an already short supplied housing market. The amount of regulations in California will make the rebuilding process slow and this could raise the prices of lumber and keep it high for a while. Insurance rates will rise across the country. If the main motivation of the fed is to fight inflation—I think that their biggest chance of success to do this is to maintain the strength of the dollar or to strengthen it further.
As a Californian who wants extremely expansive and aggressive home building, I hope that one of the silver linings from this awful tragedy is that it forces some changes to remedy the huge problem. Every crisis is an opportunity - hopefully Newsom uses this to cut a bunch of regulation and CA will build build build.
I somehow doubt that the $5-10m homes in Palisades that burned will get rebuilt into multi-family units with increased density...
Agree that the Palisades won't turn into high rise apartment complexes. But the problem in CA is much, much larger than any high rent coastal area. We are millions and millions of homes behind. My hope is that Newsom can seize this momentum and make changes that help building in the macro.
To bad we can't ship you all these DR Horton homes sitting here in the SE. They've been knocking of $100k of $350-$400k homes and selling them to Wall Street to get rid of what they can.
 
To bad we can't ship you all these DR Horton homes sitting here in the SE. They've been knocking of $100k of $350-$400k homes and selling them to Wall Street to get rid of what they can.
No way those pass standards there. In fact, I can't wait for all the articles about LA is making it impossible to rebuild with ridiculous construction rules A, B, and C. You know it's coming.
 
To bad we can't ship you all these DR Horton homes sitting here in the SE. They've been knocking of $100k of $350-$400k homes and selling them to Wall Street to get rid of what they can.
No way those pass standards there. In fact, I can't wait for all the articles about LA is making it impossible to rebuild with ridiculous construction rules A, B, and C. You know it's coming.
True fact....one of my investors bought a DR Horton home last year. Water was leaking out under the baseboard downstairs. After a year of "fixing it", I insisted they open up the wall. When the company that installs the pantry shelves was doing their thing, they punctured the drain line from upstairs. Their fix...cut out the damaged section of pipe and duct tape in a new one and then use hose clamps over the duct tape.

 
To bad we can't ship you all these DR Horton homes sitting here in the SE. They've been knocking of $100k of $350-$400k homes and selling them to Wall Street to get rid of what they can.
No way those pass standards there. In fact, I can't wait for all the articles about LA is making it impossible to rebuild with ridiculous construction rules A, B, and C. You know it's coming.
True fact....one of my investors bought a DR Horton home last year. Water was leaking out under the baseboard downstairs. After a year of "fixing it", I insisted they open up the wall. When the company that installs the pantry shelves was doing their thing, they punctured the drain line from upstairs. Their fix...cut out the damaged section of pipe and duct tape in a new one and then use hose clamps over the duct tape.


My business is managing properties largely made up of quickly thrown up Lennar (not DR Horton, but basically the same thing) homes. They are so, so, so bad. Just constant major issues right out of the box, over and over again.
 
I'm continuing to sell off the individual names I've bought in my Roth over the past 4-5 years, moving into broader ETFs. Most have done ok to great but I'm just trying to simplify. Was 100% in individual stocks in that accounts a few months ago, now about 40% in ETFs. Holding on to a few favorites for now - OKE, NRG (trimmed), PEO, CEG, NVDA (trimmed) to name a few. But other than that, pretty soon the only things left will be those at the bottom of the page I can't get rid of - QS, BLDP, TRUFF, RVVTF, PLGNF, and 444863202 (the artist formerly known as HGEN).

The more often I hear stats about how a handful of stocks account for almost all of the market's gains, the more I'm inclined to believe I'm not special enough to pick those handful.
I sold BLDP for a slight loss a few years ago but still hold HGEN and Truff in a Roth as well. Oof.
How about this for an oldy but goody? I'm still sitting on shares of VGGOF in my Roth. @General Malaise

Oooof
 
To bad we can't ship you all these DR Horton homes sitting here in the SE. They've been knocking of $100k of $350-$400k homes and selling them to Wall Street to get rid of what they can.
No way those pass standards there. In fact, I can't wait for all the articles about LA is making it impossible to rebuild with ridiculous construction rules A, B, and C. You know it's coming.
True fact....one of my investors bought a DR Horton home last year. Water was leaking out under the baseboard downstairs. After a year of "fixing it", I insisted they open up the wall. When the company that installs the pantry shelves was doing their thing, they punctured the drain line from upstairs. Their fix...cut out the damaged section of pipe and duct tape in a new one and then use hose clamps over the duct tape.

It just doesn't take that much longer for a real fix.

:scream:
 
To bad we can't ship you all these DR Horton homes sitting here in the SE. They've been knocking of $100k of $350-$400k homes and selling them to Wall Street to get rid of what they can.
No way those pass standards there. In fact, I can't wait for all the articles about LA is making it impossible to rebuild with ridiculous construction rules A, B, and C. You know it's coming.
True fact....one of my investors bought a DR Horton home last year. Water was leaking out under the baseboard downstairs. After a year of "fixing it", I insisted they open up the wall. When the company that installs the pantry shelves was doing their thing, they punctured the drain line from upstairs. Their fix...cut out the damaged section of pipe and duct tape in a new one and then use hose clamps over the duct tape.

It just doesn't take that much longer for a real fix.

:scream:
This stuff gets subbed out so many times that I see kids painting trim in these new builds.
 
The SPY hits 600, I buy puts. Not suggesting you should follow me, in fact I'd recommend against it as I'm just a piker. But I feel better having that safety net and am willing to pay for it.
 
NFLX kaboom.
Good stock, but probably the worst value in streaming these days outside of a FanDuel Sports subscription.
I’ll be honest that the results don’t seem to match up with the pop after hours. The revenue and earnings beat were 1% and 2% and their Q1 estimates were lower than expected. The new users blew away expectations but their actual revenue and earnings didn’t blow anything away. Heck, they raised 2025 revenue estimates by 1% and they announced price hikes.

Just seems interesting to me that they double new users above expectations but the revenue/earnings barely beat in Q4 and missed for next quarter. Without the user addition numbers I’d think it would be interpreted badly IMHO not up almost 15%.

Definitely still making me skittish about valuations.
 
NFLX kaboom.
Good stock, but probably the worst value in streaming these days outside of a FanDuel Sports subscription.
I disagree...with their combination of live events, big movies, and viral series, it's the only must-have streamer.
Honestly, if I didn’t still have my last two sons at home for most of the year, I would pause our subscription at times. We watch stuff on it sometimes that we wouldn’t if we didn’t subscribe. When Stranger Things ends that’ll be big.
 
NFLX kaboom.
Good stock, but probably the worst value in streaming these days outside of a FanDuel Sports subscription.
I disagree...with their combination of live events, big movies, and viral series, it's the only must-have streamer.
It’s the only one I truly watch 80% of the time.

I get Max free

I got 50% off Paramount Plus for a year so I bit

Got a $1.99 a month offer for 6 months on Peacock so I bit.

Disney Plus just cancelled.

Amazon Prime comes with my Amazon membership which pays for itself 10 times over as I use Amazon for 95% of my shopping needs.

Netflix is awesome for my wife and I. We watch something literally every night. Whether it’s a series or movies, live events, Documentary's tons and tons of top quality content.

And that’s why they are the king of stream.
 
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Yea, Netflix is simultaneously the most expensive of the streaming services and also the only one I just keep all the time, and don't cancel and rotate through like the others. There is just always something to watch on there.
 
Guess I'm in the minority but I think the Netflix original series and documentaries have fallen off a cliff in recent years. Some good stuff to rewatch but ALSO a lot of stuff they created and then removed. A very frustrating trend of the current landscape that makes me want to pirate again.

Definitely rotate it although the WWE is admittedly a big a coup for them/hit for Peacock.
 
Guess I'm in the minority but I think the Netflix original series and documentaries have fallen off a cliff in recent years. Some good stuff to rewatch but ALSO a lot of stuff they created and then removed. A very frustrating trend of the current landscape that makes me want to pirate again.

Definitely rotate it although the WWE is admittedly a big a coup for them/hit for Peacock.
I'm with you.
I've had NFLX for a long time. How long you ask? Well, I remember when I had to up my subscription from 2 DVD's to 3 DVD's, as back in the old days you used to have to mail back the DVD's before you could get a new one.
End of December I cancelled my subscription. Between the non-sharing, and lack of content, but mostly the cost, I decided there was enough to watch without having to shell out another 27-30 bucks/month. My television is only on about 5-10 hours/week max on non-sporting events.
May revisit in 6-9 months, but I see nothing drawing me back at this price point.
 
Guess I'm in the minority but I think the Netflix original series and documentaries have fallen off a cliff in recent years. Some good stuff to rewatch but ALSO a lot of stuff they created and then removed. A very frustrating trend of the current landscape that makes me want to pirate again.

Definitely rotate it although the WWE is admittedly a big a coup for them/hit for Peacock.

You’re not alone. We got it for the first time in a long time to watch the NFL and canceled before the second month started after we went through anything that seemed interesting to us.
 

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