Cheesles
@cheesles.bsky.social
Retired dividend investor.
Having a go at sustaining a high-income portfolio.
Having a go at sustaining a high-income portfolio.
Added to $VYMI $VCRB $USA $EDD after I withdrew some funky fresh dividend money to live on.
January 15, 2026 at 5:13 PM
Added to $VYMI $VCRB $USA $EDD after I withdrew some funky fresh dividend money to live on.
Reposted by Cheesles
Reposted by Cheesles
I am speaking generally and hypothetically, but the chief executive going to war with the central bank is the sort of thing that results in breadlines, coups, and worse.
January 12, 2026 at 1:58 AM
I am speaking generally and hypothetically, but the chief executive going to war with the central bank is the sort of thing that results in breadlines, coups, and worse.
"It is about preventing the world from turning into a den of robbers, where the most unscrupulous take whatever they want, where regions or entire countries are treated as the property of a few great powers," he said.
www.reuters.com/world/americ...
www.reuters.com/world/americ...
German president says US is destroying world order
German President Frank-Walter Steinmeier has strongly criticised U.S. foreign policy under President Donald Trump and urged the world not to let the world order disintegrate into a "den of robbers" wh...
www.reuters.com
January 12, 2026 at 3:36 AM
"It is about preventing the world from turning into a den of robbers, where the most unscrupulous take whatever they want, where regions or entire countries are treated as the property of a few great powers," he said.
www.reuters.com/world/americ...
www.reuters.com/world/americ...
Reposted by Cheesles
The dumbest belief about billionaires is that they simply followed a plan to get all their money and they could easily do it again, rather than the fact that they got extremely lucky one time
If billionaire Mark Cuban needed to rebuild his fortune from scratch, he knows exactly what he'd do. Step 1, he says: Land the first sales job he can get.
Here's what Mark Cuban would do with just a phone and $500 in cash: ‘That is the best question I have ever been asked’
If billionaire Mark Cuban needed to rebuild his fortune from scratch, he knows exactly what he'd do. Step 1, he says: Land the first sales job he can get.
cnb.cx
January 11, 2026 at 9:40 PM
The dumbest belief about billionaires is that they simply followed a plan to get all their money and they could easily do it again, rather than the fact that they got extremely lucky one time
Reposted by Cheesles
He ain’t leaving the BoG unless he’s on a stretcher. This is unreal, he straight up calls the President full of it. What a king.
Video message from Federal Reserve Chair Jerome H. Powell:
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
Statement by Federal Reserve Chair Jerome H. Powell
YouTube video by Federal Reserve
www.youtube.com
January 12, 2026 at 1:10 AM
He ain’t leaving the BoG unless he’s on a stretcher. This is unreal, he straight up calls the President full of it. What a king.
Reposted by Cheesles
US deserves a lower multiple.
January 12, 2026 at 12:35 AM
US deserves a lower multiple.
"The economy's resilience appears increasingly reliant on equity market performance, presenting a potential vulnerability if asset prices falter."
(Hale "Bonddad" Stewart's weekly post at Seeking Alpha)
seekingalpha.com/article/4858...
(Hale "Bonddad" Stewart's weekly post at Seeking Alpha)
seekingalpha.com/article/4858...
seekingalpha.com
January 10, 2026 at 3:39 PM
"The economy's resilience appears increasingly reliant on equity market performance, presenting a potential vulnerability if asset prices falter."
(Hale "Bonddad" Stewart's weekly post at Seeking Alpha)
seekingalpha.com/article/4858...
(Hale "Bonddad" Stewart's weekly post at Seeking Alpha)
seekingalpha.com/article/4858...
Reposted by Cheesles
It follows that Trump leaked the most market-moving economic numbers that exist.
I have no idea how illegal this is, or if the law even matters any more.
But I do know this: It's unprecedented. No White House has ever before leaked such important market-moving numbers. No serious country does this
I have no idea how illegal this is, or if the law even matters any more.
But I do know this: It's unprecedented. No White House has ever before leaked such important market-moving numbers. No serious country does this
January 9, 2026 at 3:40 PM
It follows that Trump leaked the most market-moving economic numbers that exist.
I have no idea how illegal this is, or if the law even matters any more.
But I do know this: It's unprecedented. No White House has ever before leaked such important market-moving numbers. No serious country does this
I have no idea how illegal this is, or if the law even matters any more.
But I do know this: It's unprecedented. No White House has ever before leaked such important market-moving numbers. No serious country does this
Reposted by Cheesles
someone probably made a lot of money off of this.
the reason these numbers are kept under seal until 8:30am sharp is that they move markets
www.bloomberg.com/news/article...
the reason these numbers are kept under seal until 8:30am sharp is that they move markets
www.bloomberg.com/news/article...
Trump Posted Unpublished Jobs Data Early in Social Media Post
President Donald Trump posted a chart on social media Thursday evening that included figures in the yet-to-be released December employment report.
www.bloomberg.com
January 9, 2026 at 3:37 PM
someone probably made a lot of money off of this.
the reason these numbers are kept under seal until 8:30am sharp is that they move markets
www.bloomberg.com/news/article...
the reason these numbers are kept under seal until 8:30am sharp is that they move markets
www.bloomberg.com/news/article...
My dollar debasement trade has been EDD.
Over the past year, total return 37.75% vs 18.46% S&P 500.
Over the past year, total return 37.75% vs 18.46% S&P 500.
January 9, 2026 at 3:56 AM
My dollar debasement trade has been EDD.
Over the past year, total return 37.75% vs 18.46% S&P 500.
Over the past year, total return 37.75% vs 18.46% S&P 500.
Reposted by Cheesles
As we kick off the new year, this is probably the most important chart for what will drive the economy. Strict immigration efforts by the new admin drove job growth to zero in 2H25, redoubled efforts to create "reverse migration" are likely to create further drag in '26.
January 2, 2026 at 4:24 PM
As we kick off the new year, this is probably the most important chart for what will drive the economy. Strict immigration efforts by the new admin drove job growth to zero in 2H25, redoubled efforts to create "reverse migration" are likely to create further drag in '26.
Added some $VGLT $VCRB $VTIP .
Ballast.
Ballast.
January 2, 2026 at 4:23 PM
Added some $VGLT $VCRB $VTIP .
Ballast.
Ballast.
Liquidated $MFIC across accounts. Split the proceeds among position adds to $CSWC , $TRIN, $FDUS, and $KBDC .
December 31, 2025 at 5:07 PM
Liquidated $MFIC across accounts. Split the proceeds among position adds to $CSWC , $TRIN, $FDUS, and $KBDC .
". . . you’d be surprised at how often having alpha leads to underperformance relative to history."
ofdollarsanddata.com/pray-for-bet...
ofdollarsanddata.com/pray-for-bet...
Pray for Beta, Not Alpha
Why the market's performance matters more than your skill—and what you should actually optimize for.
ofdollarsanddata.com
December 30, 2025 at 2:50 PM
". . . you’d be surprised at how often having alpha leads to underperformance relative to history."
ofdollarsanddata.com/pray-for-bet...
ofdollarsanddata.com/pray-for-bet...
Reposted by Cheesles
I think a lot about the scene the media made about the Saddam Hussein statue being toppled
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
"Trump will live forever, but only as a cautionary tale, one we tell successive generations to demonstrate that sustaining a democracy against the corrupt and the malevolent requires vigilance and determination." — @paulwaldman.bsky.social
Why every vestige of Trump must be torn down
He's trying to create a physical legacy. The moment he's out of power, it has to be smashed to bits.
www.publicnotice.co
December 29, 2025 at 7:30 PM
I think a lot about the scene the media made about the Saddam Hussein statue being toppled
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
Reposted by Cheesles
Well, well, if it isn’t the consequences of my own actions.
The Daily Mail is now concerned at net emigration of Romanians from the UK to Romania: there were 539,000 people born in Romania in 2021 (+460k on 2011) but net emigration to Romania of 23,000 in 2024-25
December 29, 2025 at 6:41 PM
Well, well, if it isn’t the consequences of my own actions.
Dumped all today's dividend loot into more $RVT .
December 29, 2025 at 6:10 PM
Dumped all today's dividend loot into more $RVT .
Reposted by Cheesles
Just remembered the Lehman babies turn 18 next year.
December 28, 2025 at 8:14 PM
Just remembered the Lehman babies turn 18 next year.
The wrong financial advisor
YouTube video by William Sharpe
www.youtube.com
December 28, 2025 at 8:17 PM
Reposted by Cheesles
"Nvidia is not hiding debt, but it is leaning heavily on vendor-financed demand, which creates exposure if AI growth slows. The concern is about sustainability, not legality.” www.theguardian.com/technology/2...
Nvidia insists it isn’t Enron, but its AI deals are testing investor faith
The chipmaker’s sprawling partnerships are driving extraordinary growth but also bank its future on the AI boom paying off quickly
www.theguardian.com
December 28, 2025 at 4:41 PM
"Nvidia is not hiding debt, but it is leaning heavily on vendor-financed demand, which creates exposure if AI growth slows. The concern is about sustainability, not legality.” www.theguardian.com/technology/2...