@friebos I agree! Yellow jersey no contest. Not enough good sprints. Carapaz lit it up. Kuss great couple of days. Mads rode a great race to win green. Mvdp as virtuoso finale. What a Rolls Royce. Loved your PS special. Inspired idea and Lionel and GW coped admirably!
The simplest description of $MSTR is it is an awful business model poorly executed.
It's only contribution to the investment landscape is a leveraged long exposure to a perfectly liquid high volume asset which anyone can buy and leverage cheaper and more efficiently.
Just buy the coin bros!
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
@faisalislam Massive DV01 so could be a good trade if it comes cheap. But wouldn’t you be better off owning long gilts, the famous 2061’s where you gain convexity and GOOG equity?