I am saying either play is underperforming right now.

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oooof... i have no freaking idea. supposedly the yen will stabilize, maybe start to strengthen over a long period of time, if takaichi wins with a large majority. her spending plans may be mostly priced in(?) if her win margin is smaller (and she has to form a coalition with other parties), OR she loses, the other candidates are promising more spending and tax cuts, investors will see that as more inflation ahead and could start dumping Japanese bonds, which would be bearish yen. BoJ has said they'll intervene if that happens, they have the US bonds and equities on hand to transfer to yen and buy those bonds back. my theory (although i have no way of knowing) is they have been pulling out of some of their market positions this week under guidance from the Treasury, but who knows... doing it all at one time would set off a panic. as for USD and yen, it could all fluctuate really quickly, especially bc of the China/Iran/Greenland/Euro tensions in the background

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I would say qqq between 1% - 1.20%

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Yea it works. I just don't see it being a big business like it's priced at; especially when you have starlink who's already making money and is available now. We'll see how it plays out. It's been a great trading stock as I didn't get in the low 20s but getting in and out has been very profitable the last months

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You were so right, I should’ve listened

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valid analysis tbh. i question it because i feel that wealthy consumers in the US actually continue to spend healthily, and data mostly supports that. assets of all kinds are inflated, and that causes greater spending from those that actually hold those assets, and who are often the ones with the most disposable income as well. meanwhile the less wealthy still have baseline expenditure for survival that floors their levels of spending. my point being this K shaped economy can sustain itself for a while longer, and i think it will, so if something is threatening the economy it won't be from the consumer.

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Funny. When I checked BTC price right after I made this comment, I switched screens to the chart and it touched $60K then pulled up, now it’s at $68K. Maybe it really won’t ever be that cheap again hah.

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I keep getting warnings for no other buyers, where you guys at?

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I'm already starting to get there in my mid 40s where I went from doing exercises for some abstract notion of "healthy" to I literally have to in order to keep general inflammation down and if I skip for a few days I feel it and interferes with my life lol.

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If I can make another 5k today I'm pretty sure I earn a blowjob. I better text the wife and make sure.

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