@GavinSBaker Seems like cage rattling. Hard to see how MSFT can outbid Google for the right to supply the default search engine.
April 17, 2023, 2:49 p.m.
@GavinSBaker @akhenosiris @ashwinibirla @IanShepherdson @rsandler21969 folks feel and look smart. You've done an amazing job implementing investment and hedging strategies that fit the current environment. Also key is moving quickly to adjust but also not being too reactive.
April 7, 2023, 2:50 p.m.
@GavinSBaker @akhenosiris @ashwinibirla @IanShepherdson @rsandler21969 Was not mean to be a gotcha. More a comment about the shift in sentiment and in this 3 card monty-like environment, folks seem to focus on the latest wiggle and then extrapolate. I also think people feel smart being negative so whatever looks bad gets exaggerated to make....
April 7, 2023, 2:46 p.m.
@GavinSBaker @modestproposal1 If anyone wants to learn proper take-off (note: I did not say "pop up") technique sign up for Brad Gerlach's online course. @WaveKi
April 7, 2023, 1:28 p.m.
@GavinSBaker @modestproposal1 that takeoff technique is painful to observe.
April 7, 2023, 1:16 p.m.
@GavinSBaker Then there’s ‘24
March 30, 2023, 3:28 a.m.
March 27, 2023, 7:05 p.m.
Healthy mindset. You will also not be as young as you are at this moment ever again. So why not enjoy life, love yourself, your family and fellow humans? Try not to catastrophize and express gratitude. --a few helpful affirmations I remind myself of daily.
March 22, 2023, 11:46 a.m.
March 20, 2023, 1:32 a.m.
no bail in of prefs and all opco and holdco bonds reinstated. Good for the financial system. Only issue is the 100bp spread wideneing out. Shouldn't be an issue given the expected gov't assurances and backstops. Not a done deal yet but good direction and hope details resolved
March 19, 2023, 12:19 p.m.
