TBR

Closed my shorts. BTC nominal gain. QQQ nominal loss.

The conviction bet here is long RGTI. All my friends are piling into this one.

And yes. If they all jumped off the Williamsburg bridge; I would too. Duh.

Midsommar, Beau is Afraid and Hereditary? Yes!

Eddington? No!

Love me some Ari Aster, but this movie is a hot mess. I don’t get it. It’s ambitious but what the viewer is left with is half-baked aimless drivel. I’m confused and annoyed.

Shiller ratio and Buffett’s preferred metric both sounding alarms.

Time for a quick tactical short on tech. Short QQQ at 618. Scared but I think this is the right move. Hopefully I don’t have to wait long to cover.

Milk is people! [in my best Charlton Heston voice]

#Pluribus

Did you know? Black Friday is named in honor of Rebecca Black, who invented Friday in 2011.

Heard screaming from the house next door:

“Don’t you fucking dare put Greek yogurt in MY mashed potatoes!”

Truer words have never been spoken.

Reminder:

Asylum seekers are not “illegals.”

Those granted asylum are not “illegals.”

Both are documented as all hell.

Words matter. Use the right ones if you expect anyone to take you seriously.

The financial media finally picked up on NVDA’s circular customer financing. Was waiting for that to happen. Not sure what took them so long. Most of us have known for months.

Not quite Enron-level, but Enron-esque at the very least.

So far so good on Pluribus. I love Rhea Seehorn and Vince Gilligan. Better Call Saul was genius. That final season was a masterpiece in story telling.

Not hooked on Pluribus yet, but I will most definitely continue watching.

Buyers aren’t stepping in for crypto. Long term I think the trend is good for BTC but short term, this is a technicals mess.

Did my first ever crypto trade: 4% short on BTC at just under 89. Even if I blow up, it’s fine. But I don’t think I’m gonna blow up here.

And out again. Another 7%. Ive gotten nearly a full poiht of portfolio performance out of accidentally day trading this stock. Wasn’t my intention, but I’ll take it.

I want to own this for the long haul, but i think I’m gonna wait.

I wasn’t appropriately warned as to just how much K Pop Demon Hunter content I was expected to consume when we agreed to watch our 10-year old niece for the weekend.

Cranberry sauce that isn’t made from fresh cranberries with a tablespoon of Cointreau is BS.

Wel, I’d rather be lucky than smart. Closed OKLO less than 24 hours before it collapsed. Wow. And god bless my 80% positioning in European bonds on a day like today.

Try this again. 2% position in OKLO at 86.

And closed for an 11% gain. I guess that’s nice, but I wish the stock would stop going up every time I start building the position. Didn’t own enough for this to matter.

The Cheesus harassment is not how I choose to spend my free time. Blocking doesn’t work. They created a bizarre mythology around me that permeates the community and isn’t blockable. The dude is a straight-up lying psychopath with deep mental illness. I can’t be around that when I’m the target.

Small speculative position in OKLO initiated at 98 and change. More of a starter position. Want to build it in the 80’s to a real position.

So sad seeing my beloved uranium getting destroyed by traders. I want to jump back in but I’m scared of trying to catch the falling knife.

Soon, old friend. Soon.

I don’t think it’s entirely fair to blame Schumer for this pathetic cave. The real culprits are the 8 assholes who caved in exchange for—checks notes—nothing.

But I wouldn’t mind a Dan Goldman primary challenge one bit.

And another 10% into 1211.HK. Longer-term play. FY:27 FCF yield of 8% off of today’s estimates. I’m willing to stomach the price war in the domestic Chinese market to hold this one for a year or two at an entry price of 100. Strong balance sheet, huge international growth in a growing market. Yep.

Fact check: “Oil is down because of Trump.”

Verdict: mostly false

Oil prices are down from a ME supply glut. American oil production is down, not up. The sliver of truth here is that industrial demand is down with that sector in a contraction. We can thank Trump for lower industrial demand.

Risk trade is back on. 10% of my portfolio now in PALL at 130. Huge palladium bull.

Hoping to get back into URA tomorrow but I want to wait for OKLO to report earnings today. Can’t stomach the risk buying into an earnings report.

I’m rich!

$250 Eagles -110. Not feeling super confident about this one.

Made $730 this weekend on football. I’m happy. I’m really gonna miss not being able to close bets intragame next year, but I’ll enjoy this while it lasts.

We’ll do $250 Chargers even money -3.5 spread.

I must say betting smaller amounts relative to 4-figure baseball bets is a lot better for my stress levels.

It’s fine. I made $130 on the Dolphins. Ended the day at +$30. That’s lunch for 2 days.

I’m resigned to losing it but I liked the odds of a big payoff.

I’ll throw $100 on the 9ers here at +1000. Very likely I lose but I like these odds given the matchup.

Sweet. -10.5 spread and tney win by 11 pts. Cutting it close there, guys!