Stupid Comments and Observations
@DumbObservation
Rightwing lunatic, math enthusiast, biologist, small portfolio of million dollars, mixed 🇨🇳/🇷🇺. BS/MS Cornell Math/CS, PhD Duke BME, Ex-Research Fellow@UNC
BREAKING: Fed Chair Jerome Powell has just been sued, accused of purposefully keeping interest rates high to undermine President Trump’s agenda.
First, Fed rate is at 4.25%~4.5%, get your basic fact correct. Second, the fact that 30y yield stays at 5% says financial conditions have no eased at all.
Despite the Fed keeping rates elevated at 5.25–5.50%, financial conditions have eased all the way back to levels we last saw when rates were near zero and the Fed was still doing quantitative easing. That’s not supposed to happen. Higher rates are meant to tighten financial…
Is this a set up that is good for making money? 20 analyst upgrades in one day. Virtually every institution is buying. In May, Wall Street downgraded $GOOGL and dumped their shares out of fear. This could run up to $220 due to momentum. Big upside is over
$OSCR When you buy stocks that are clearly facing headwind, you need a GREAT entry price. $OSCR is simply not being dumped hard enough for me to enter. It has 3 negative quarters ahead before they can hike insurance price next year. A lot of things can happen. Be patient.
I actually don't mind betting a million dollar, 60% of my account, in one stock. This year, I did two bets over $500k, $AXP after liberation day, and $GOOGL on a 10% crash on "Apple switching search engine". There is simply no such opportunity in the market now. Be patient.
From a guy who went to prison for supporting Trump. Jake is a good lad. He must feel disgusted by the US government more than I was. I simply gave up my green card and left that hell. He actually went to prison for it.
Oh yeah & Fuck Israel! And Fuck Donald Trump!
The peaks are: 1. August 1929 (Great Depression) 2. Feb 1937 (Roosevelt Recession) 3. November 1965 (1966 Financial Crisis) 4. December 1999 (Dot Com Bubble) 5. November 2021 (SPAC bubble) 6. July 2025 (now)
When there's no opportunity in the market, you have to learn to do nothing - Charlie Munger
What's the best deal now? $OSCR at $14.70 $HIMS at $50.01 $NIO at $5.01 $EOSE at $6.03
$TSLA's CFO was so nervous about the numbers he put up🤣 Did Elon give him a sheet of paper to read?
I've been to over 30 countries. Lived over 1 year in 3 of them (17 years in China, 20 years in USA, 1 year in Canada). I'm more extreme than I ever be. The US government is going to hell.
A take: The more you travel, the less politically extreme you become.
Sold 2000 shares of my $GOOGL @ $195 Exactly 30% return since May 8th. Keep in mind that I don't pay capital gain tax when I do this. Now I'm up 21% YTD with 70% in cash/gold. Stocks I still own: $GOOGL, $PYPL, $AXP, $TLN, $DLO, $PGR (new position)