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@pillbobaggins.bsky.social
Tech bro living in Tokyo by way of NYC. Post about markets, economics, investing, life in Tokyo and food. Life is good 😎
Added a lot more CME and AWK.
November 10, 2025 at 9:37 PM
Added a lot more CME and AWK.
Between National holidays, company holidays and PTO…44 days off per year 😎
November 9, 2025 at 10:04 AM
Between National holidays, company holidays and PTO…44 days off per year 😎
YTD now +21.6%. Going to liquidate HD and continue buying CME.
September 20, 2025 at 2:57 PM
YTD now +21.6%. Going to liquidate HD and continue buying CME.
Starting to trickle into CME. Considering where to trim AAPL and HD
September 19, 2025 at 11:28 AM
Starting to trickle into CME. Considering where to trim AAPL and HD
Reposted by 🍸
The “problem” with vaccines? They so effective at preventing deaths that they create generations of people that question whether disease was a problem in the first place because they have never experienced the horrors of a world without vaccines.
September 4, 2025 at 7:44 PM
The “problem” with vaccines? They so effective at preventing deaths that they create generations of people that question whether disease was a problem in the first place because they have never experienced the horrors of a world without vaccines.
Looking at Meta…Peak results, subsequent weakness in the stock, hellacious spending binge through 26’ with likely little to show for it, consumer spending is weakening and packages under $800 getting tariffed…their advertising leans more towards goods than services
His strategy rn is spray and pray
His strategy rn is spray and pray
September 1, 2025 at 3:19 AM
Looking at Meta…Peak results, subsequent weakness in the stock, hellacious spending binge through 26’ with likely little to show for it, consumer spending is weakening and packages under $800 getting tariffed…their advertising leans more towards goods than services
His strategy rn is spray and pray
His strategy rn is spray and pray
More relevant everyday.
August 23, 2025 at 10:24 PM
More relevant everyday.
Used to be my commute into work. Man I miss NYC.
Always love to ride the NYC Ferry (for $4.50) on the East River. Couldn't ask for more beautiful August weather when it's usually 100° this time of year.
New York City
New York City
August 23, 2025 at 10:04 PM
Used to be my commute into work. Man I miss NYC.
Current portfolio:
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
August 13, 2025 at 1:20 PM
Current portfolio:
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
ASML 29%, AAPL 8.4%, MSFT 7.5%, AXP 3%, CNQ 5%, MCO 2%, UNP 7%, HD 5.75%, MA 2.25%, V 14.5%, GOOGL 15.5%, rest in SGOV.
After some shuffling, a few hits and a dodged bullet (UNH). YTD ~+9%
Not investment advice, do your own due diligence.
Here’s a problem: what do you do with a sudden influx of $4M net?
August 6, 2025 at 1:22 AM
Here’s a problem: what do you do with a sudden influx of $4M net?
This is why I like single stock investing. Prime real estate, beachfront or whatever, never goes on sale. Some of the best companies in the world? Every 1.5yrs lol
August 1, 2025 at 10:57 PM
This is why I like single stock investing. Prime real estate, beachfront or whatever, never goes on sale. Some of the best companies in the world? Every 1.5yrs lol
Two portfolio changes. Closed the rest of LMT on this down move & have been buying up ASML with my sidelined cash/tbills.
July 23, 2025 at 5:00 AM
Two portfolio changes. Closed the rest of LMT on this down move & have been buying up ASML with my sidelined cash/tbills.
This was well documented during the 2020 protests too, unmarked agents grabbing citizens off the streets.
And how does one know that he/she is being stopped by ICE officers and not gangsters if they wear masks and don’t show ID? Unidentified men in masks disappearing people should be left to cartels, or the secret police in dictatorships. Again, it’s about instilling fear & impunity.
“Based on their physical appearance”
Trump kidnapping czar Tom Homan admits their Gestapo agents are being trained to racially profile brown people
(without probable cause, crimes committed, warrants, etc.)
Trump kidnapping czar Tom Homan admits their Gestapo agents are being trained to racially profile brown people
(without probable cause, crimes committed, warrants, etc.)
July 13, 2025 at 2:13 AM
This was well documented during the 2020 protests too, unmarked agents grabbing citizens off the streets.
Good luck tying a tariff targeting Apple to some existing nat’l security emergency.
May 24, 2025 at 7:09 PM
Good luck tying a tariff targeting Apple to some existing nat’l security emergency.
Seems relevant again today.
Where I've settled on politics now is: let them touch the hot stove.
May 22, 2025 at 6:28 PM
Seems relevant again today.
China can endure immense pain based on their political structure, so there’s no reason to work for a deal until pain hits the US where Trump can’t stand any.
Other nations will likely drag their feet until that concludes. I really hope he doesn’t give up Taiwan for some token soybean purchases.
Other nations will likely drag their feet until that concludes. I really hope he doesn’t give up Taiwan for some token soybean purchases.
May 2, 2025 at 11:37 AM
China can endure immense pain based on their political structure, so there’s no reason to work for a deal until pain hits the US where Trump can’t stand any.
Other nations will likely drag their feet until that concludes. I really hope he doesn’t give up Taiwan for some token soybean purchases.
Other nations will likely drag their feet until that concludes. I really hope he doesn’t give up Taiwan for some token soybean purchases.
Who did they vote for?
LONGSHOREMAN UNION: “.. Tariffs are taxes. These and other reckless, shortsighted policies have begun to devastate American workers, harm critical sectors of the economy, and line the pockets of the ultra-wealthy at the expense of hardworking families.”
@thehill.com
thehill.com/business/527...
@thehill.com
thehill.com/business/527...
April 29, 2025 at 12:28 PM
Who did they vote for?
Anyone thinking there’s 3D chess or even checkers guiding this admin’s policy is delusional. Reorient the econ or refinance debt? You’re grasping at straws because you can’t believe they are this bad, but they are.
April 5, 2025 at 11:07 PM
Anyone thinking there’s 3D chess or even checkers guiding this admin’s policy is delusional. Reorient the econ or refinance debt? You’re grasping at straws because you can’t believe they are this bad, but they are.
In general, I’m looking to pick up more $CNQ and big tech during this selloff. Also, looking into possibly something new in SW, like Okta.
April 5, 2025 at 8:27 PM
In general, I’m looking to pick up more $CNQ and big tech during this selloff. Also, looking into possibly something new in SW, like Okta.
Feels like the net result here will be minimal damage to these firms while guaranteeing anyone feeling litigious toward the admin or Trump will have a white shoe firm at their disposal with nothing to lose.
NOW
A third major law firm, WilmerHale, wins a temporary restraining order BLOCKING Trump's executive order targeting it.
"The injuries to plaintiff here would be severe and spill over to its clients and the justice system at large."
Doc storage.courtlistener.com/recap/gov.us...
A third major law firm, WilmerHale, wins a temporary restraining order BLOCKING Trump's executive order targeting it.
"The injuries to plaintiff here would be severe and spill over to its clients and the justice system at large."
Doc storage.courtlistener.com/recap/gov.us...
March 29, 2025 at 1:42 AM
Feels like the net result here will be minimal damage to these firms while guaranteeing anyone feeling litigious toward the admin or Trump will have a white shoe firm at their disposal with nothing to lose.
If they end up keeping the timeframe, this will fail. Migrations are always blackholes.
NEW: DOGE is planning to completely rebuild the Social Security Administration's codebase in a new programming language. What could possibly go wrong? @makenakelly.bsky.social has the scoop: www.wired.com/story/doge-r...
DOGE Plans to Rebuild SSA Codebase In Months, Risking Benefits and System Collapse
Social Security systems contain tens of millions of lines of code written in COBOL, an archaic programming language. Safely rewriting that code would take years—DOGE wants it done in months.
www.wired.com
March 28, 2025 at 4:09 PM
If they end up keeping the timeframe, this will fail. Migrations are always blackholes.
The only way Trump & Musk split is if Elon starts to look like an unsuccessful loser to the general public. If it became widely understood that FSD is vaporware and the stock was down ~85-90% with him having meltdowns on TV etc, that would do it.
March 11, 2025 at 3:14 AM
The only way Trump & Musk split is if Elon starts to look like an unsuccessful loser to the general public. If it became widely understood that FSD is vaporware and the stock was down ~85-90% with him having meltdowns on TV etc, that would do it.
Trump was a good times POTUS until covid, it’s easy to look good when everything moves up and to the right…I think he’s going to preside over bad times now and he’s a clownshow. Hogging the mic will be his political downfall
March 10, 2025 at 5:56 PM
Trump was a good times POTUS until covid, it’s easy to look good when everything moves up and to the right…I think he’s going to preside over bad times now and he’s a clownshow. Hogging the mic will be his political downfall
My alma mater too, and I will 100% send my kids here.
I received an excellent education at Columbia and I would strongly advise any parent against sending their child there now.
Kidnapping students for thought crimes is not something democracies do. zeteo.com/p/breaking-d...
March 10, 2025 at 12:07 AM
My alma mater too, and I will 100% send my kids here.