concordtom said:

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Disclaimer: I was not in active management, so such things were not required for my job function/performance, and furthermore I failed the CFA exam.


see: nadir

I'll read your post in detail now but I don't know why you want to blast me for posting speculative thoughts here - it's a bleeping chat board!!

Yet, I still say my suspicions have merit. I mean, I don't know HOW he's zooming people, but I am damn confident he's zooming it somehow.

Oski wants to call it TDS, whatever. He's blind. You, on the other hand, have apparently seen the light. And that is that we can no longer assume (as in November-December 2016) that he's telling us the truth. No. We must assume he's shining us and the entire system. His track record is clear, and he's even bragged about it. I mean, it's as obvious as the nose of your face.

In summary, please read my initial post not as a hard financial doc analysis but more as an open question: how are we being playing this time? Where is Al Capone going to strike next?

I'm surprised you didn't go there immediately. Maybe you've still got too much R in your subconscious.

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dajo9 said:

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concordtom said:

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Disclaimer: I was not in active management, so such things were not required for my job function/performance, and furthermore I failed the CFA exam.


see: nadir

I'll read your post in detail now but I don't know why you want to blast me for posting speculative thoughts here - it's a bleeping chat board!!

Yet, I still say my suspicions have merit. I mean, I don't know HOW he's zooming people, but I am damn confident he's zooming it somehow.

Oski wants to call it TDS, whatever. He's blind. You, on the other hand, have apparently seen the light. And that is that we can no longer assume (as in November-December 2016) that he's telling us the truth. No. We must assume he's shining us and the entire system. His track record is clear, and he's even bragged about it. I mean, it's as obvious as the nose of your face.

In summary, please read my initial post not as a hard financial doc analysis but more as an open question: how are we being playing this time? Where is Al Capone going to strike next?

I'm surprised you didn't go there immediately. Maybe you've still got too much R in your subconscious.

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I passed CFA Level 1 in the early 2000's. Within a few years I had passed all the CFA exams. My career in asset management never got off the ground because I'm not a good salesperson (I also avoided high fee products that the bosses liked). From what I saw, the most important skill to be a front-line asset manager is salesmanship (or rich uncles). If you are lucky you eventually find the role that is right for you. That is what happened to me at least, though it took awhile.

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concordtom said:

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dajo9 said:

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concordtom said:

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Disclaimer: I was not in active management, so such things were not required for my job function/performance, and furthermore I failed the CFA exam.


see: nadir

I'll read your post in detail now but I don't know why you want to blast me for posting speculative thoughts here - it's a bleeping chat board!!

Yet, I still say my suspicions have merit. I mean, I don't know HOW he's zooming people, but I am damn confident he's zooming it somehow.

Oski wants to call it TDS, whatever. He's blind. You, on the other hand, have apparently seen the light. And that is that we can no longer assume (as in November-December 2016) that he's telling us the truth. No. We must assume he's shining us and the entire system. His track record is clear, and he's even bragged about it. I mean, it's as obvious as the nose of your face.

In summary, please read my initial post not as a hard financial doc analysis but more as an open question: how are we being playing this time? Where is Al Capone going to strike next?

I'm surprised you didn't go there immediately. Maybe you've still got too much R in your subconscious.

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I passed CFA Level 1 in the early 2000's. Within a few years I had passed all the CFA exams. My career in asset management never got off the ground because I'm not a good salesperson (I also avoided high fee products that the bosses liked). From what I saw, the most important skill to be a front-line asset manager is salesmanship (or rich uncles). If you are lucky you eventually find the role that is right for you. That is what happened to me at least, though it took awhile.

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Congratulations!
I wonder what study course or group you took?!
I learn best by talking things through with people, and I was mostly solo, so it never took hold for me.

There are lots of different jobs CFA folks can get. I was interested not in selling by being able to read financial statements the likes of which 93 was breaking down. But then my life took another turn and I left the financial world altogether.

Anyways, I'm surprised to hear you associate CFA with sales, as I liken it more to the bookish analysts active management firms employ. Yes, I suppose a good number of them get out and sell. It helps to be able to extoll all the reasons why investors should buy!
I was on the "Buy Side", not the sell side.

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Quote:

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I would like to begin by addressing the heinous attack on the United States Capitol. Like all Americans, I am outraged by the violence, lawlessness and mayhem. I immediately deployed the National Guard and federal law enforcement to secure the building and expel the intruders. America is and must always be a nation of law and order.

The demonstrators who infiltrated the Capitol have defiled the seat of American democracy. To those who engaged in the acts of violence and destruction, you do not represent our country. And to those who broke the law, you will pay. We have just been through an intense election and emotions are high, but now tempers must be cooled and calm restored. We must get on with the business of America.

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Unit2Sucks said:

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DiabloWags said:

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If AI were going to churn out a perfect female running mate for Donald Trump, it might very well be South Dakota Governor Kristi Noem.

Noem styles herself as a tough, rangy, gun-loving ranch gal with beauty queen energy and ethical standards as loose as those of Trump himself.

She's my bet for his VP.

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If he can't name himself, I wouldn't be surprised if it's someone like Noem. Or perhaps he learns a thing or two about grift from RFK and sells his VP nod to the highest bidder.

Noem is a clown.

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OsoDorado said:

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Unit2Sucks said:

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DiabloWags said:

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If AI were going to churn out a perfect female running mate for Donald Trump, it might very well be South Dakota Governor Kristi Noem.

Noem styles herself as a tough, rangy, gun-loving ranch gal with beauty queen energy and ethical standards as loose as those of Trump himself.

She's my bet for his VP.

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If he can't name himself, I wouldn't be surprised if it's someone like Noem. Or perhaps he learns a thing or two about grift from RFK and sells his VP nod to the highest bidder.

Noem is a clown.

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I still think it will be a white dude. Not Trump's style to partner in business with a lady, let alone one of "The Blacks" ....

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The emergence of DJT, the NASDAQ-trading stock of Trump Media and Technology Group(TMTG), could be Trump's biggest and most threatening financial grift to date. While the press focuses on the drama of whether Trump will successfully post a bond for the civil judgment outstanding…

— Ben Meiselas (@meiselasb) March 29, 2024

Unit2Sucks said:

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OsoDorado said:

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Unit2Sucks said:

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If he can't name himself, I wouldn't be surprised if it's someone like Noem. Or perhaps he learns a thing or two about grift from RFK and sells his VP nod to the highest bidder.

Noem is a clown.

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I still think it will be a white dude. Not Trump's style to partner in business with a lady, let alone one of "The Blacks" ....

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If it would put money in his pocket, of course he would. He's expanded the grift to include bibles and public company stock this cycle so the sky is the limit. He's cutting out the middle man that was his campaign and taking money more directly this time around.

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OsoDorado said:

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Unit2Sucks said:

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OsoDorado said:

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Unit2Sucks said:

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If he can't name himself, I wouldn't be surprised if it's someone like Noem. Or perhaps he learns a thing or two about grift from RFK and sells his VP nod to the highest bidder.

Noem is a clown.

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I still think it will be a white dude. Not Trump's style to partner in business with a lady, let alone one of "The Blacks" ....

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If it would put money in his pocket, of course he would. He's expanded the grift to include bibles and public company stock this cycle so the sky is the limit. He's cutting out the middle man that was his campaign and taking money more directly this time around.

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I'm no expert in stock valuation, but if I were rich I'd put a substantial short on DJT with the expectation that it will collapse. Where is the great Bill Ackman when you need him?

I'll own it if I'm wrong (including about DJT being worthless), but I will be stunned if Trump chooses a "minority" VP running mate of any kind ....

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The emergence of DJT, the NASDAQ-trading stock of Trump Media and Technology Group(TMTG), could be Trump's biggest and most threatening financial grift to date. While the press focuses on the drama of whether Trump will successfully post a bond for the civil judgment outstanding…

— Ben Meiselas (@meiselasb) March 29, 2024

Unit2Sucks said:

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Ackman lost ~$1B shorting herbalife (which he was correct about). Given that there is significant political incentive for foreign adversaries of the US to prop up DJT, I don't see someone like Ackman making a big bet against it right now.

There is little doubt in anyone's mind that Truth Social has negative enterprise value and there isn't a single financial investor in the world who would invest in the business as a business.

Just like I advise people not to trade currencies (including crypto) I would caution people to stay far away from single stock bets like DJT as well as meme stocks. Way too much risk and there are too many non-financial investors causing the price action.

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OsoDorado said:

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Unit2Sucks said:

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Ackman lost ~$1B shorting herbalife (which he was correct about). Given that there is significant political incentive for foreign adversaries of the US to prop up DJT, I don't see someone like Ackman making a big bet against it right now.

There is little doubt in anyone's mind that Truth Social has negative enterprise value and there isn't a single financial investor in the world who would invest in the business as a business.

Just like I advise people not to trade currencies (including crypto) I would caution people to stay far away from single stock bets like DJT as well as meme stocks. Way too much risk and there are too many non-financial investors causing the price action.

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Briefly, I agree with every one of your points. The comment I made about Ackman was a throw away line really referencing how important Ackman is thinking he is lately.

I thought it was funny some guy was trolling him on his twitter account about needing to put up the bond money for Trump to simultaneously "Make America Great Again and save Netanyahu".

However, if I had Ackman's money, I would gladly risk 1% on the bet that DJT will crash sometime in the next 6 months ....

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🚨 EXCLUSIVE: If Trump returns to the White House, close allies want to dramatically change the government's interpretation of Civil Rights-era laws to focus on "anti-white racism" rather than discrimination against people of color. https://t.co/dQh2cCmYn5

— Axios (@axios) April 1, 2024

dajo9 said:

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The easily predictable lawsuit from Traitor Trump against his Truth Social partners has taken shape. I hope his partners lose everything.
https://www.bloomberg.com/news/articles/2024-04-02/trump-sues-co-founders-of-truth-social-media-company-over-shares

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bearister said:

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"If we don't win on November 5th, I think our country is going to cease to exist. It could be the last election we ever have. I actually mean that. If we don't win, I think this could be the last election we ever have."

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Judge Orders Trump To Stop Noticing That The People Trying To Put Him In Jail Are Democrats https://t.co/OHjYFujh4k pic.twitter.com/TAdrfkJvpz

— The Babylon Bee (@TheBabylonBee) April 2, 2024

Game of Thrones pic.twitter.com/Wl1l6i6OAZ

— Clandestine (@WarClandestine) April 4, 2024

One of the greatest moments in all of modern politics

It's everything you need to know https://t.co/qG5pPkCb1C

— Jack Poso 🇺🇸 (@JackPosobiec) April 5, 2024