mark @mark_7091
Joined December 2021-
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@midas79_ Any thoughts on selling my $fnmas and rolling it into another option in my Roth?
@midas79_ I guess I should get some Freddie, only Fannie rn, which one is that 22.25? Appreciate all the info
@midas79_ Unfortunately that’s in a taxed account so guessing it wouldn’t be worth it to rotate into. Looking to make another buy so I guess I’ll buy FNMAP. Anything else you like better?
@midas79_ Added FNMAO back then, what’s your thoughts now? Trying to add more
@midas79_ Currently own $fnmas and $fnmfn, looking to add later this week and next week, any thoughts on your top 1 or 2?
mark retweeted
Citadel's Ken Griffin in his first letter to investors in years… “It is irresponsible for the US government to incur a deficit of 6.4% of GDP in a non-recession enviornment… it’s unsustainable. We must stop borrowing at the expense of our future generations.”
mark retweeted
JUST IN: US Treasury Secretary Yellen has said: one should expect a slow decline in the US dollar as the reserve currency.
mark retweeted
The PE ratio of $AAPL has only been higher than the current ~31x for about 6 months in late 2020 when rates were 0. They have not grown eps for about 7 quarters in a row and this is including their stock buyback. False breakout today or going to the moon?
@alc2022 No. Actually benefits $META in a few ways.
@jasongoepfert The rise in etfs, especially large index etfs, skews this significantly. Still very interesting though
mark retweeted
Youtube ad revenues Vs Netflix total revenues: $GOOG $NFLX
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@HedgeVision @segurado88 Deciding between adding one of the two (or even both) right now.
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