🍸
@pillbobaggins.bsky.social
Tech bro living in Tokyo by way of NYC. Post about markets, economics, investing, life in Tokyo and food. Life is good 😎
Another perk of living in Tokyo: you can’t get anything like this in NYC.
December 31, 2025 at 9:54 AM
Another perk of living in Tokyo: you can’t get anything like this in NYC.
Looking at selling my CNQ holdings on any event driven spike, e.g., Venezuela news.
December 20, 2025 at 7:32 AM
Looking at selling my CNQ holdings on any event driven spike, e.g., Venezuela news.
Added a lot more CME and AWK.
November 10, 2025 at 9:37 PM
Added a lot more CME and AWK.
YTD now +21.6%. Going to liquidate HD and continue buying CME.
September 20, 2025 at 2:57 PM
YTD now +21.6%. Going to liquidate HD and continue buying CME.
Starting to trickle into CME. Considering where to trim AAPL and HD
September 19, 2025 at 11:28 AM
Starting to trickle into CME. Considering where to trim AAPL and HD
Reposted by 🍸
The “problem” with vaccines? They so effective at preventing deaths that they create generations of people that question whether disease was a problem in the first place because they have never experienced the horrors of a world without vaccines.
September 4, 2025 at 7:44 PM
The “problem” with vaccines? They so effective at preventing deaths that they create generations of people that question whether disease was a problem in the first place because they have never experienced the horrors of a world without vaccines.
Looking at Meta…Peak results, subsequent weakness in the stock, hellacious spending binge through 26’ with likely little to show for it, consumer spending is weakening and packages under $800 getting tariffed…their advertising leans more towards goods than services
His strategy rn is spray and pray
His strategy rn is spray and pray
September 1, 2025 at 3:19 AM
Looking at Meta…Peak results, subsequent weakness in the stock, hellacious spending binge through 26’ with likely little to show for it, consumer spending is weakening and packages under $800 getting tariffed…their advertising leans more towards goods than services
His strategy rn is spray and pray
His strategy rn is spray and pray
More relevant everyday.
August 23, 2025 at 10:24 PM
More relevant everyday.
Used to be my commute into work. Man I miss NYC.
Always love to ride the NYC Ferry (for $4.50) on the East River. Couldn't ask for more beautiful August weather when it's usually 100° this time of year.
New York City
New York City
August 23, 2025 at 10:04 PM
Used to be my commute into work. Man I miss NYC.
Current portfolio:
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
August 13, 2025 at 1:20 PM
Current portfolio:
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
Here’s a problem: what do you do with a sudden influx of $4M net?
August 6, 2025 at 1:22 AM
Here’s a problem: what do you do with a sudden influx of $4M net?
Two portfolio changes. Closed the rest of LMT on this down move & have been buying up ASML with my sidelined cash/tbills.
July 23, 2025 at 5:00 AM
Two portfolio changes. Closed the rest of LMT on this down move & have been buying up ASML with my sidelined cash/tbills.
This was well documented during the 2020 protests too, unmarked agents grabbing citizens off the streets.
And how does one know that he/she is being stopped by ICE officers and not gangsters if they wear masks and don’t show ID? Unidentified men in masks disappearing people should be left to cartels, or the secret police in dictatorships. Again, it’s about instilling fear & impunity.
“Based on their physical appearance”
Trump kidnapping czar Tom Homan admits their Gestapo agents are being trained to racially profile brown people
(without probable cause, crimes committed, warrants, etc.)
Trump kidnapping czar Tom Homan admits their Gestapo agents are being trained to racially profile brown people
(without probable cause, crimes committed, warrants, etc.)
July 13, 2025 at 2:13 AM
This was well documented during the 2020 protests too, unmarked agents grabbing citizens off the streets.
Good luck tying a tariff targeting Apple to some existing nat’l security emergency.
May 24, 2025 at 7:09 PM
Good luck tying a tariff targeting Apple to some existing nat’l security emergency.
Seems relevant again today.
Where I've settled on politics now is: let them touch the hot stove.
May 22, 2025 at 6:28 PM
Seems relevant again today.
Who did they vote for?
LONGSHOREMAN UNION: “.. Tariffs are taxes. These and other reckless, shortsighted policies have begun to devastate American workers, harm critical sectors of the economy, and line the pockets of the ultra-wealthy at the expense of hardworking families.”
@thehill.com
thehill.com/business/527...
@thehill.com
thehill.com/business/527...
April 29, 2025 at 12:28 PM
Who did they vote for?
In general, I’m looking to pick up more $CNQ and big tech during this selloff. Also, looking into possibly something new in SW, like Okta.
April 5, 2025 at 8:27 PM
In general, I’m looking to pick up more $CNQ and big tech during this selloff. Also, looking into possibly something new in SW, like Okta.
Feels like the net result here will be minimal damage to these firms while guaranteeing anyone feeling litigious toward the admin or Trump will have a white shoe firm at their disposal with nothing to lose.
NOW
A third major law firm, WilmerHale, wins a temporary restraining order BLOCKING Trump's executive order targeting it.
"The injuries to plaintiff here would be severe and spill over to its clients and the justice system at large."
Doc storage.courtlistener.com/recap/gov.us...
A third major law firm, WilmerHale, wins a temporary restraining order BLOCKING Trump's executive order targeting it.
"The injuries to plaintiff here would be severe and spill over to its clients and the justice system at large."
Doc storage.courtlistener.com/recap/gov.us...
March 29, 2025 at 1:42 AM
Feels like the net result here will be minimal damage to these firms while guaranteeing anyone feeling litigious toward the admin or Trump will have a white shoe firm at their disposal with nothing to lose.
Trump was a good times POTUS until covid, it’s easy to look good when everything moves up and to the right…I think he’s going to preside over bad times now and he’s a clownshow. Hogging the mic will be his political downfall
March 10, 2025 at 5:56 PM
Trump was a good times POTUS until covid, it’s easy to look good when everything moves up and to the right…I think he’s going to preside over bad times now and he’s a clownshow. Hogging the mic will be his political downfall
My alma mater too, and I will 100% send my kids here.
I received an excellent education at Columbia and I would strongly advise any parent against sending their child there now.
Kidnapping students for thought crimes is not something democracies do. zeteo.com/p/breaking-d...
March 10, 2025 at 12:07 AM
My alma mater too, and I will 100% send my kids here.
First time back in NYC in awhile…Martinis and burgers on deck 🫡
March 6, 2025 at 10:17 PM
First time back in NYC in awhile…Martinis and burgers on deck 🫡
Was never in camp recession until recently. Summarizing my thoughts:
A POTUS with congress that went deep into building out infrastructure & chip manufacturing…during an AI capex boom, on the tail wind of Covid money….while higher interest rates added several billion to household incomes.
VS.
A POTUS with congress that went deep into building out infrastructure & chip manufacturing…during an AI capex boom, on the tail wind of Covid money….while higher interest rates added several billion to household incomes.
VS.
March 5, 2025 at 4:18 AM
Was never in camp recession until recently. Summarizing my thoughts:
A POTUS with congress that went deep into building out infrastructure & chip manufacturing…during an AI capex boom, on the tail wind of Covid money….while higher interest rates added several billion to household incomes.
VS.
A POTUS with congress that went deep into building out infrastructure & chip manufacturing…during an AI capex boom, on the tail wind of Covid money….while higher interest rates added several billion to household incomes.
VS.
Cinema
Ford was a well-known hash dealer in Toronto. His brother (RIP) was mayor and smoked crack on the job. He’s not a big bluffer and has no qualms telling Coward Nutlick to harf his balls. Not saying that’s all smart diplomacy. Just how it is. Trudeau has zero control over him too.
March 5, 2025 at 2:32 AM
Cinema
Heavy crude and good mgmt. Ref: www.afpm.org/sites/defaul...
March 4, 2025 at 1:48 AM
Heavy crude and good mgmt. Ref: www.afpm.org/sites/defaul...