In the running for best rock holiday song.

Just was curious what the total return of $BCX has been since that article in 2018. Turns out it's basically matched $SPXEW thanks to this year, and well outperformed $DJP which it was supposed to mimic.

$PLTR just turned red. Quite the reversal.🤔

That's art right there.

For me it was Tortoise a few weeks ago, and Chanukah last night too. Such a good sounding venue, but the cashless bar freaked me out a bit. Was thinking this is a move to make sure no cash bar transactions just wind up in the tip jar?

This is what I was referring to here. If you're interested, I go into more detail around my thinking of purchasing Farmer Mac's series F preferred security. $AGM-PF
seekingalpha.com/article/4854...

Of course. Even with Quants, Value stinks now.

AUM businesses are really a CYA model, and one in which managers wish to hire employees that also have three letters after their name, so they can blame someone other than themselves when a position goes wrong.

Yup. Sorry. I had it set on the per day level versus total, and for some reason China and India weren't on the per day calculation which is weird. They have the same number of days as we do right? ;-)

This is a really underappreciated point and not just in terms of Russia. If one reduced the price/demand for Oil, then a vast majority of anti-democracy nations would be significantly inhibited in their abilities. Considering the US is the #1 consumer by a massive amount... the ball is in our court.

"Belly On Fire" sounds like a 20th century country hit to me.

2013 was such a different setup particularly for large-cap portion on a valuation basis. Even assuming forward growth expectations are correct now, that PEG ratio shows what the setup was back then versus now. I admit I'd be surprised of this works out similar to '13, but we'll see!