Agree go ESPR… and not idea why there is an instance to try to discuss how ppl feel about how they were treated on the Saul board here. But it is your board so no reason it likely will continue if you want to leave… in which case, all the best
I have not been posting lately, for a variety of reasons. For one thing, I have several long-standing projects that have intractable problems in a cesspool of bureaucratic nonsense—and I have been writing letters and researching technical bulletins and administrative orders. Also, I am currently in the States, visiting my brother, so doing the above long distance. And having not been in the States since pre-COVID, let me just say that there has been a re-entry adjustment needed. This ain’t the town of my childhood anymore, Toto.
My portfolio has remained mostly defensive, which doesn’t necessarily mean non-volatile. 71% short term treasuries, 16% cash 7% bitcoin ETF, 3% JEPQ , and 2% ENVX. I am trading ESPR, ONDS and silver ETF. Today I am sub-1% in all three of them. My attention is directed at macro stuff and those discussions tend to the subjective and divisive so I mostly scribble notes to myself, rather than post. I am contemplating self-custody of bitcoin which probably means that I have drifted towards the tinfoil hat battalion.
My MF subscription is coming due and I am receiving noticeably more frequent and more targeted news and information coming in. May be too little too late, but we shall see.
KC
Thanks for all the ESPR info here and the other board. it trades a little craze sometimes and I had fairly large buy limit order at 1.54 that never hit so had to pay a little more but we’ll see how it goes on earnings.
Yea maybe they should have rallied around me Dreamer, as I’m once again blowing the market away. Up 7% just today. Not that I’m looking for a following like you.
As for the markets, make no sense to me this rally the last week. I’ll take it though. Trimming across the board on names like HIMS and HOOD. Starting to raise cash and take some profits.
Up, oh yea I can’t say that here, as this is the place of diminished returns and hiding money under the mattress like a bunch of nutty grandads waiting for the end of days.
Kind of a good reason that the activity on this board is dead, when the pride piper of doom leaves.