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Futures are deep deep red…

Based on what indicators?
Hey Rusty. Hey fellas

Too early to call imo. I'm looking at '23, '24. I'm looking at the leading indicators index up 6.2% YoY this year, and yet I hear "analysts" on CNBC saying things like “we are going into a recession right now.” No. Maybe in late 2023 or 2024. Not right now. Need to see LEI YOY in solidly negative territory to even have a chance.

P.S.
Long duration bonds- Treasuries & corporates are now exceptionally cheap. Best entry point since late 1994.
 
We're not be going into another recession, Doc
princess-bride-you-keep-using-that-word.gif
 
Damn, just when I was starting to get worried. Thanks @warjags !
I'm just getting involved here. Don't take me too serious, I'm not the end all be all. Just like conversing about these things You're welcome. FYI to everyone.. I'm a portfolio manager on a small team managing a $62B portfolio, mostly consisting of corporate credit. We also have investments of private placements, mortgage (Abs, cmbs, mbs,etc) in the portfolio. I'm on the credit side.
 
Hey Rusty. Hey fellas

Too early to call imo. I'm looking at '23, '24. I'm looking at the leading indicators index up 6.2% YoY this year, and yet I hear "analysts" on CNBC saying things like “we are going into a recession right now.” No. Maybe in late 2023 or 2024. Not right now. Need to see LEI YOY in solidly negative territory to even have a chance.

P.S.
Long duration bonds- Treasuries & corporates are now exceptionally cheap. Best entry point since late 1994.
The dominoes are still falling. We’re either on the downswing, or the upswing at all times. This trajectory has a lot of weight. We are headed for a shit situation beyond the current downfalls.
 
Herd about that lazt week. I wunda wut babies can eat if Thare ain’t no formula.
I cover food/bev industry at work and It is strange to see this, granted it's not on a significant national level (yet) bc none of the companies such as Kraft, Danone, Reckitt,etc are not reporting significant headwinds for this particular product or ANY product in recent earnings reports.

 
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Fig jamalama!!! I’m set to get government contracts next week!!!! I’m happy and sad at the same time!!!

@bob - revenue is great! not many people asking how much did you make. They ask how much did you raise…for some reason

this will get a ton of folks attention in the startup world

 
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People will figure that out tho - baby formula supply runs out, more moms will continue breast feeding/pumping milk a little bit longer if they have to.
not true at all but I guess you have no idea so that's cool. its the specialized formula for sick babies that is in short supply. mothers who cant provide milk are have already stopped cant restart. this may be the stupidest take in bunker history
 
I'm just getting involved here. Don't take me too serious, I'm not the end all be all. Just like conversing about these things You're welcome. FYI to everyone.. I'm a portfolio manager on a small team managing a $62B portfolio, mostly consisting of corporate credit. We also have investments of private placements, mortgage (Abs, cmbs, mbs,etc) in the portfolio. I'm on the credit side.
You heeering anythang about PORNHUB starting to charge wit BITCOIN SUBSCRIPTIONS??
 
You heeering anythang about PORNHUB starting to charge wit BITCOIN SUBSCRIPTIONS??
I'm trying abstain from having to do anything with any porn sites, Doc. I think that would be great though. Most nerds who own Bitcoin definitely rub their carpets and choke their chickens. Good combination


P.S.- I do not count Reddit or Twitter as porn sites so I get a good flow of nudes there.
 
Just buy every single day. But when it’s up and buy more when it’s down. When it seems like America can’t recover, buy more. After 30+ years of investing, my only regret is selling anything.
A lot of truth here.
 
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