4/19/26
Things I am Bullish on (Long term):
1. Church
2. Bitcoin
3. ASST/MSTR
4. Gold
5. SaaS rebounding
6. My local Horse racing track this summer
Things I am Bearish on (Long term):
1. Dario Amodei doomerslop
2. Apple Watches
I’ll continue to iterate this list as I see fit
The World Cup tourists are once again describing America as an amazing country. It is an affirmation that the belief that America is declining is largely media-driven. European World Cup tourists are finding the country exciting, enjoyable and a great place to visit.
@stonychambers That’s not how the yield works, if I bought all my shares at $100, I’m not making more yield on those shares. Dividend is paid per shares, It’s just the NAV that has eroded. In order to capture the higher effective yield you actually need to buy the shares below par