Recent content by ftupelo

  1. ftupelo

    An introductory essay exploring the compensation of the Ant in a capitalist society

    I'm glad you enjoyed it and hope you found it intellectually stimulating. I'm sure you can tell by the exquisite diction and logic, why I am widely considered the biggest thought leader on these boards, by a long shot. I would encourage the boardops to auto-bump all of my work at regular...
  2. ftupelo

    What are we drinking tonight?

    10yo Macallan is not one of their more widely available expressions. That said, it was available as part of their fine oak lineup and of course Frankie owns a bottle. De la Crème owns the 10yr, 12yr, 15yr, 4 or 5 of the 17yr, and now an 18yr of the fine oak series.
  3. ftupelo

    Official Stock Market Ants Thread.

    I'm sorry to hear that and I hope you are fairing well and have found alternative employment. It's too bad you couldn't purchase more, below are the returns you would have realized. TSLA +36% MSFT +9% AMZN +15%
  4. ftupelo

    Official Stock Market Ants Thread.

    What happened to the boards? Everyone packed up their toys and left when the covid hit?
  5. ftupelo

    Official Stock Market Ants Thread.

    Why did you not load up last pullback? I'm not singling you out as we are all human and the best of us not free from emotion. In mid-March, there weren't many folks loading up hand over fist like everyone thinks and claims they will be during a sell-off. That includes professionals and amateurs...
  6. ftupelo

    Official Stock Market Ants Thread.

    Why would we assume the recovery will be long? Many measures of economic activity are near pre-Covid levels, some exceeding. Sure we might get higher unemployment for an extended period, but did we not have that coming out of the GFC in 2008? Waiting for a perfect economy in 2008 would have cost...
  7. ftupelo

    Chaos is a ladder

    When you are in the top tax bracket and have no use for the cash, you never sell. I don’t try to time the markets and I certainly don’t want to pay taxes on my gains. Speaking of the ladder, Frankie is exploring a new option for deploying some capital. Will likely borrower the capital, but you...
  8. ftupelo

    Official Stock Market Ants Thread.

    What will spark it?
  9. ftupelo

    Official Stock Market Ants Thread.

    Did you deploy capital hand over fist during the recent pull-back? S&P peak to trough was down ~8.5%, right in the 5-10% sweet spot the DLC predicted. Has now gained most of what it gave back - dips must be bought decisively as this market continues to march upward.
  10. ftupelo

    Chaos is a ladder

    I'm sure @Cary Grant will appreciate that - started one of his podcasts, but it didn't tickle my fancy. However, the Littlefinger's/DLC's of the world won't be giving you much credit for that. I was hoping to hear of some meaningful sustained progress. Very slow day in the market, but The DLC's...
  11. ftupelo

    Chaos is a ladder

    Sounds like a slightly net positive depending on what "getting back into comic books" means. Are you investing in comic books? Beyond that, how else in your life did you seize the chaotic opportunity? Are you in better physical shape now than pre-covid? Have you progressed in your career? Is...
  12. ftupelo

    Chaos is a ladder

    I would argue that order is also a ladder. Order also allows for advancement for those who choose to grasp it. Those seeking an opportunity for betterment will position themselves, or adapt to the circumstances, to achieve their goals regardless of the environment. I believe littlefinger was...
  13. ftupelo

    Official Stock Market Ants Thread.

    I failed to mention possibly the most important factor of all, the Fed. Of course, today they just announced additional stimulus and near-zero rates through 2022. Do you want to fight the fed given everything below? Better to jump in and ride the wave. "In the meantime, the Fed’s balance sheet...
  14. ftupelo

    Official Stock Market Ants Thread.

    I meant sit on some cash and watch over the next 6 months or so.... - I think there is a chance we get a pull-back, but that may be in the 5-10% range. The sell-off is over unless we see another black swan. Folks understand we may get a second wave, so that is not a black sawn. The extra...
  15. ftupelo

    Official Stock Market Ants Thread.

    Sure, you should keep whatever amount in reserves that you need. This discussion was with regards to the excess capital you plan to use to seek returns. You could sit on excess cash waiting for better valuations, but we just got that opportunity. What if we just kicked off a 10yr bull run? You...
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