tequila4kapp said:
Good post. I appreciate people who can be introspective and who see evidence in front of them and are open to change. Personal growth FTW.
Note that something like 3 of 7 pictured Senators and 8 of 10 House members are now gone.
tequila4kapp said:
Good post. I appreciate people who can be introspective and who see evidence in front of them and are open to change. Personal growth FTW.
Note that something like 3 of 7 pictured Senators and 8 of 10 House members are now gone.
82gradDLSdad said:tequila4kapp said:
Good post. I appreciate people who can be introspective and who see evidence in front of them and are open to change. Personal growth FTW.
Note that something like 3 of 7 pictured Senators and 8 of 10 House members are now gone.
Yep, good post. I won't vote for anyone who shows any time to Trump. I was impressed by Kari Lake, for example, until she started spouting some of Trump's talking points. I wonder if the Republican heads realize they will lose voters the longer they allow Trump to linger without coming out and denouncing him.
movielover said:
Great logic. Biden / Fetterman 2024
movielover said:
Great logic. Biden / Fetterman 2024
tequila4kapp said:Fine, prove it. Name some.concordtom said:Totally completely wrong.tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
Don't be a simpleton.
And it goes both ways. Repubs will be hard pressed to name D's they affirmatively like.
It is just the nature of the beast. The 'other side' fundamentally sees the world differently. Maybe you occasionally come across one who would be fun to have a beer with (Clinton, Obama) but that doesn't mean you'd want to spend the next 4 years under their watch.
dajo9 said:
I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.
Unit2Sucks said:
I would still support Gavin if he ran for president because I think he has very good policy instincts for the most part and as a tall white man "straight out of central casting" he would wipe the floor with Trump in 2024.
I would like to see Biden/Whitmer.dajo9 said:movielover said:
Great logic. Biden / Fetterman 2024
Actually there are great Democratic candidates with proven electoral success just as good as Desantis but you don't think about them. The reason is because corporate media is constantly glorifying and hero-making of Republicans, like what we see in DeSantis. The media ignores Democrats who deserve equal coverage based on the success they've had. I'm talking about Jared Polis in Colorado and Gretchen Whitmer of Michigan.
It will be Biden / Harris in 2024 but if one of them were out - Polis or Whitmer would make for great replacements (I say this as a huge fan of Gavin Newsom and Fetterman). Democrats have lots of great candidates.
DiabloWags said:Unit2Sucks said:
I would still support Gavin if he ran for president because I think he has very good policy instincts for the most part and as a tall white man "straight out of central casting" he would wipe the floor with Trump in 2024.
Height is really important to Trump.
Height and Big Hands.
That's how we got stuck with a moron like Jerome Powell instead of Janet Yellen to head the FED.
She's only 5'3"
Trump thought Yellen was too short to be Fed chair. That's not how any of this works. - The Washington Post
calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
Unit2Sucks said:DiabloWags said:Unit2Sucks said:
I would still support Gavin if he ran for president because I think he has very good policy instincts for the most part and as a tall white man "straight out of central casting" he would wipe the floor with Trump in 2024.
Height is really important to Trump.
Height and Big Hands.
That's how we got stuck with a moron like Jerome Powell instead of Janet Yellen to head the FED.
She's only 5'3"
Trump thought Yellen was too short to be Fed chair. That's not how any of this works. - The Washington Post
J Yellen is probably a good treasury secretary but if Biden has put Powell in her seat and Yellen back in charge of the Fed we would probably be better off today.
And we would all have millions of dollars lol.
dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
Biden actually has a history of being an angry dick, especially when dealign with female reporters, and I still would vote for him over Desantis in any event. Youtube is littered with examples of Joe's anger management issues. Clinton people dropped videos on the internet when Joe was thinking about opposing her in her run for the President.sycasey said:Andrew Cuomo, definitely.calbear93 said:sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
Do you think any Democrats are a holes? Does that stop you from supporting them?
As to the second question, I didn't say anything about supporting a-holes for their policies. I get that. I was just making the point that to me DeSantis seems like an a-hole. Would he be preferable to Trump? Yeah, probably. Trump is also an a-hole and way more volatile.
I never would have guessed. Thanks for the insight. Like him a lot less. There are many other people with conservative values who can lead the party once the party takes out the orange trash. Hopefully it can be someone who can connect and inspire and who talks about the future and not about what is wrong with the other party or past grievances.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
What dog doesn't enjoy the roar of hurricane force winds blowing around their carrier for hours and hours? Mitt Romney lost me with that too.dimitrig said:sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
Mitt Romney lost me when he admitted to driving cross country with his dog strapped to the roof of his car.
Yes, it was in a carrier, but who the hell does that?
Hah, I forgot about that story.dimitrig said:sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
Mitt Romney lost me when he admitted to driving cross country with his dog strapped to the roof of his car.
Yes, it was in a carrier, but who the hell does that?
What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Let's see what my large holdings in DHR, APPL, Amazon, Roper (which is only the discretionary holdings I do apart from what is managed for me by my financial advisor for legacy reasons) did since 2017, all of the stocks I said were better than your bond rotations coming out of equity. Go check. You are pathetic. It's like someone who made $1 dollar return while everyone made $1,000 and claiming that they made a killing. YOU MISSED OUT ON THE BIGGEST RUN IN EQUITY BECAUSE YOU CALL THE TOP IN 2017. You also missed out on getting out before the bear market when you mocked my call in February 2021 that inflation is coming and that even this Fed will be forced to act, that growth stocks that are valued based on future earnings will get their multiples whacked, etc. You suck. We all know it.I am trying to be patient with these losers, but they are so damn obsessed with me. I am more than happy to discuss substantive topics with people like you, but these losers who are all hat and no cattle cannot stop with their trolling. You as a third party must admit that they are trolling and they are seeking my attention like little puppies.Eastern Oregon Bear said:
So many pissing contests around here lately! Good thing I donned my rain coat before stepping in here.
I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Why would your petty earnings burn me up? My investments in those companies, which is just a small portion of my investments, far outweighed your treasury investments. OK, show us how your return on treasuries out performed DHR, APPL, and Amazon from 2017 through 2020. Would love to see it. And I don't ever recall you calling for purchase of equity in 2020. So, who is lying now?dajo9 said:I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Earlier this year I talked about rebalancing my portfolio, which required adding long term Treasuries and you seem to be obsessed about that too. Really. Get a life. I am not comparing myself to you. I don't care about your trades. I never bring them up. I am happy for you that you are making money.
calbear93 said:Why would your petty earnings burn me up? My investments in those companies, which is just a small portion of my investments, far outweighed your treasury investments. OK, show us how your return on treasuries out performed DHR, APPL, and Amazon from 2017 through 2020. Would love to see it. And I don't ever recall you calling for purchase of equity in 2020. So, who is lying now?dajo9 said:I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Earlier this year I talked about rebalancing my portfolio, which required adding long term Treasuries and you seem to be obsessed about that too. Really. Get a life. I am not comparing myself to you. I don't care about your trades. I never bring them up. I am happy for you that you are making money.
Again, I can guarantee you that there is nothing about what you made in your treasury investment during the height of the bull equity market that would "burn me up". I was an M&A and corporate finance partner at a top law firm, was a GC of a public company, was the chief administrative officer of my friend's hedge fund, and now retired. You really think your investments in long term treasuries during the height of the equity bull run would burn me up? How delusional.
LOL. Right. In 2017 when I countered your call on peak of the market to roll over to treasuries, DHR was trading at $80 in 2017. It was trading at $162 in 2020 and is now $271. Amazon was at $47 in 2017 and was $110 in 2020. Apple was $38 in 2017 and $82 in 2020. Roper was at $230 in 2017 and $395 in 2020. All split adjusted.dajo9 said:calbear93 said:Why would your petty earnings burn me up? My investments in those companies, which is just a small portion of my investments, far outweighed your treasury investments. OK, show us how your return on treasuries out performed DHR, APPL, and Amazon from 2017 through 2020. Would love to see it. And I don't ever recall you calling for purchase of equity in 2020. So, who is lying now?dajo9 said:I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Earlier this year I talked about rebalancing my portfolio, which required adding long term Treasuries and you seem to be obsessed about that too. Really. Get a life. I am not comparing myself to you. I don't care about your trades. I never bring them up. I am happy for you that you are making money.
Again, I can guarantee you that there is nothing about what you made in your treasury investment during the height of the bull equity market that would "burn me up". I was an M&A and corporate finance partner at a top law firm, was a GC of a public company, was the chief administrative officer of my friend's hedge fund, and now retired. You really think your investments in long term treasuries during the height of the equity bull run would burn me up? How delusional.
I posted my sell of Treasuries at the highs and purchases of equities at the lows, both in March 2020, on Growls in real-time in the same thread in which I posted the original trades in 2017. I've told you this 5 times. You are an idiot.
calbear93 said:LOL. Right. In 2017 when I countered your call on peak of the market to roll over to treasuries, DHR was trading at $80 in 2017. It was trading at $162 in 2020 and is now $271. Amazon was at $47 in 2017 and was $110 in 2020. Apple was $38 in 2017 and $82 in 2020. Roper was at $230 in 2017 and $395 in 2020. All split adjusted.dajo9 said:calbear93 said:Why would your petty earnings burn me up? My investments in those companies, which is just a small portion of my investments, far outweighed your treasury investments. OK, show us how your return on treasuries out performed DHR, APPL, and Amazon from 2017 through 2020. Would love to see it. And I don't ever recall you calling for purchase of equity in 2020. So, who is lying now?dajo9 said:I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Earlier this year I talked about rebalancing my portfolio, which required adding long term Treasuries and you seem to be obsessed about that too. Really. Get a life. I am not comparing myself to you. I don't care about your trades. I never bring them up. I am happy for you that you are making money.
Again, I can guarantee you that there is nothing about what you made in your treasury investment during the height of the bull equity market that would "burn me up". I was an M&A and corporate finance partner at a top law firm, was a GC of a public company, was the chief administrative officer of my friend's hedge fund, and now retired. You really think your investments in long term treasuries during the height of the equity bull run would burn me up? How delusional.
I posted my sell of Treasuries at the highs and purchases of equities at the lows, both in March 2020, on Growls in real-time in the same thread in which I posted the original trades in 2017. I've told you this 5 times. You are an idiot.
I don't recall you showing us back in 2017 where you went in on your long-term treasury or showing us in 2020 where you got out in real time. Please link your posts here to show us how your treasury investments performed better than my equity recommendations in 2017. Love to see how treasury beat equity in 2017 to 2020.
I am an idiot? You are Mr. Treasury bonds. Mr. Equity peaked in 2017. Mr. Inflation is Transitory. LOL. I am done with your stupidity for now for the sake of others despite your trolling. Feel free to enjoy the fruits of your treasury bond investments.dajo9 said:calbear93 said:LOL. Right. In 2017 when I countered your call on peak of the market to roll over to treasuries, DHR was trading at $80 in 2017. It was trading at $162 in 2020 and is now $271. Amazon was at $47 in 2017 and was $110 in 2020. Apple was $38 in 2017 and $82 in 2020. Roper was at $230 in 2017 and $395 in 2020. All split adjusted.dajo9 said:calbear93 said:Why would your petty earnings burn me up? My investments in those companies, which is just a small portion of my investments, far outweighed your treasury investments. OK, show us how your return on treasuries out performed DHR, APPL, and Amazon from 2017 through 2020. Would love to see it. And I don't ever recall you calling for purchase of equity in 2020. So, who is lying now?dajo9 said:I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Earlier this year I talked about rebalancing my portfolio, which required adding long term Treasuries and you seem to be obsessed about that too. Really. Get a life. I am not comparing myself to you. I don't care about your trades. I never bring them up. I am happy for you that you are making money.
Again, I can guarantee you that there is nothing about what you made in your treasury investment during the height of the bull equity market that would "burn me up". I was an M&A and corporate finance partner at a top law firm, was a GC of a public company, was the chief administrative officer of my friend's hedge fund, and now retired. You really think your investments in long term treasuries during the height of the equity bull run would burn me up? How delusional.
I posted my sell of Treasuries at the highs and purchases of equities at the lows, both in March 2020, on Growls in real-time in the same thread in which I posted the original trades in 2017. I've told you this 5 times. You are an idiot.
I don't recall you showing us back in 2017 where you went in on your long-term treasury or showing us in 2020 where you got out in real time. Please link your posts here to show us how your treasury investments performed better than my equity recommendations in 2017. Love to see how treasury beat equity in 2017 to 2020.
Truly. Truly. You are an idiot.
Sometimes following right wing social media isn’t terrible. pic.twitter.com/IwVyBDa0Nv
— Ron Filipkowski 🇺🇦 (@RonFilipkowski) November 11, 2022
bearister said:Sometimes following right wing social media isn’t terrible. pic.twitter.com/IwVyBDa0Nv
— Ron Filipkowski 🇺🇦 (@RonFilipkowski) November 11, 2022
She H A T E S him. She has been a full fledged anti-Trumper since the wall didn't get built and he caved (in her opinion) on his commitment to stopping illegal immigration. And even though most of you disagree with her, she's actually a good writer and usually an entertaining read.bearister said:Sometimes following right wing social media isn’t terrible. pic.twitter.com/IwVyBDa0Nv
— Ron Filipkowski 🇺🇦 (@RonFilipkowski) November 11, 2022
come on now. both of you. There are people reading this thread that have far more wealth than either of you. This just looks silly. Besides; wealth is only one element of success and arguable one of the less important.dajo9 said:I made a killing and that burns you up. It's like a worm in your brain that you can't get rid of. I rode a huge ride up on Long Term Treasuries, sold at the top in 2020 and bought equities at the bottom in 2020, then made all that equity money too. I posted the trades in real-time on Growls. I hogged up all the gains from Treasuries and about 2/3's of the gains from equities from 2017 on. You lie about it over and over and over again. Get a life.calbear93 said:What do I care about your puny career? I was told you were a consultant, which was more than what I actually thought you do. You are a petty, insignificant loser with no actual insight. I could not care less what you do. It is not anything that gives you insight or knowledge.dajo9 said:calbear93 said:dajo9 said:calbear93 said:tequila4kapp said:The jab that just won't stop...dajo9 said:I bet Mitt Romney thinks anyone who has worked the past ten years is either a multi-millionaire or financially illiterate.tequila4kapp said:True story - I met Mitt Romney while escorting my son's 8th grade class to DC. He was adjacent to us in the airport and on the tram. He is among the biggest a**holes I've ever encountered in my life, politics or not politics. Just dripping in arrogance and not to be bothered by interacting with the peasants who are below his place in life. He refused a picture with the boys and did it in a way that was really just not nice. His wife realized what an a-hole he was being, jumped in and got him to do it. I seriously do not like that guy. If he died in a plane crash this morning I … well, I wouldn't shed a single tear. Yes, he made that much of a negative impression in just 10-15 minutes. Terrible terrible human.sycasey said:tequila4kapp said:
Let's be honest, there's no Republican you guys are going to like. That's fine, but if that's the case this exercise in proving why DeSantis is bad is kind of pointless.
From a policy perspective? No, I don't like Republicans, except maybe on the occasional individual issue.
But just as people? There are plenty who don't seem like a**holes. Mitt Romney, for example.
I admit, that was funny. Not nearly in the wealth zone of Romney so he would have said something even more out of touch like couple of billions. But I bet he wouldn't have called the peak of equities in 2017, called the inflation transitory or claimed modern data shows printing money does not affect inflation, or proclaim that treasuries were good investment right before interest rate hikes. Maybe he did but never posted them on BI. And if he did post those nonsense on BI, he wouldn't continue to pretend to be an expert in finance despite getting every single prediction wrong.
How is your recession treating you? Don't you want to hear about my consulting job?
The difference between you and me is that I address my mistakes about my future predictions.
You get things wrong in real time then lie and argue and get hysterical, denying it. You also lie about me and continue to lie about me. You also show that you still don't understand the issue. If the last 13 years have taught us anything it is that printing money is NOT necessarily inflationary. Putting money into the hands of regular Americans with fiscal policy can be inflationary. Also, the war in Ukraine really exacerbated this inflationary period, which none of us knew about at the time of the original discussion. So, bully for you.
My retirement is going very well, thank you very much. I am enjoying serving on a public board and enjoying seeing the regulatory developments on nominating and governance committee and audit committee. I get insight from those with actual expertise and not just those playing one here like you.
What did I lie about when I wrote my predictions here for everyone to see? You predicted peak in 2017 and claimed you made money on bonds when they were one of the worst performers (everything made money but you lost out on one of the biggest runs) in 2017. Instead, I wrote then (all there in posting history) to invest in DHR, APPL, Amazon back in 2017. I started a thread in February 2021 about the risk of inflation and how I was selling growth stocks and going into cyclicals and energy because of upcoming inflation and recession. You said inflation does not exist, demand for treasuries would make printing money irrelevant. You probably had no idea what I was writing about when I wrote (all there) that my friends had communicated even back then that they had never seen supply chain constraints that bad in their years of leadership and lead time as long all coming from accelerated demand and shut down in manufacturing from COVID. I wrote at the beginning of this summer that there is still rough waters for equity and that this was a bear rally but that long term investors should just hold on. Companies were going to go into cost cutting measures as demand slows down, risk accelerated, layoffs planned and excess inventory is worked through. Please point to one thing that I missed or lied about. It was all there. You are an amateur on these things and have no resources or insight but just play one here to impress those who think you know anything. Then you say you were going in on treasury earlier this year when Fed indicated it will start fighting inflation. Who does that? You suck at this. We all know it. Either fire your financial advisor or get a real one.
How's your recession going that you said we are in? Don't you want to hear about my consulting job?
I'll just start with my 2017 - 2020 trade that you are obsessed with and that I made a killing on and posted on in real time. Your approach to that is to now just talk about 2017 as if what happened in that singular year matters to a long term investor.
I could go on, but who cares. You aren't going to stop with your lies.
Whatever you are doing, you have no insight into actual industrial leaders and secular trends. Ask someone with actual experience like Unit2 how the tech spending and employment markets are. Ask industrial companies whether there are hiring freezes and restructuring planned. You have no clue all of the headwinds, from currency exchange rate, inflation, continuing supply chain despite some inventory excess (you only need on of you key component to be out to hold off production), EU energy driven recession, China's continuing COVID shut downs, etc. Your kind of idiocy is what led you to proudly claim that inflation is transitory and that people are better off.
You sold all your equity in 2017.
I will put up my wealth and my returns, my investments, etc. against yours anytime. It is clear to me that you have absolutely no insight or practical knowledge. You clearly have no dealings with those who actually run or operate companies. People who don't deal with industries may think you know what you are talking about. Those who have practical and actual experience know you are full of *****
Earlier this year I talked about rebalancing my portfolio, which required adding long term Treasuries and you seem to be obsessed about that too. Really. Get a life. I am not comparing myself to you. I don't care about your trades. I never bring them up. I am happy for you that you are making money.
Did Sam Bankman-Fried time travel from last week to read this thread?graguna said:
come on now. both of you. There are people reading this thread that have far more wealth than either of you. This just looks silly. Besides; wealth is only one element of success and arguable one of the less important.
