Đà Lạt Information Systems
banner
soleburner.bsky.social
Đà Lạt Information Systems
@soleburner.bsky.social
Makes no sense to own any kind of Chinese common stock. In the next 2 years they're either getting gazprommed or China starts making some new friends. Either way situation resolves to zero or much higher. Ex China, except 2027 OTM calls.
June 2, 2025 at 3:05 PM
I still dislike bonds, megacap, gig economy &, crypto coins. I now like pipelines, gold, singapore and automation ($ROK, $SIE.DE, $ABB.SW, $MIELY, etc.) I like Russel Napier portfolio with more tolerance for China. I think I like covered calls now $JEPI, etc.
May 23, 2025 at 12:17 AM
Listen here, and listen well, you cocksucker. Brevity ain't nothin' but the fuckin' beatin' heart of a man's cleverness, ya understand? A quick tongue speaks the truth while long-winded sons of bitches choke on their own horseshit.
April 29, 2025 at 11:12 PM
April 22, 2025 at 12:19 AM
April 12, 2025 at 5:54 PM
Reposted by Đà Lạt Information Systems
Prior to the election I tried to warn people that the number of surviving oligarchs will be much smaller than the current upper class and everybody else would become much much poorer.
Idiots with $10-100 million thought they’d be part of the winners circle but tyrants don’t want a large elite class.
April 10, 2025 at 6:04 PM
Dislike bonds, adtech, fintech, biotech, deep value, megacap, gig economy, crypto coins, nouveaugrift. I like $NUE, $LPX, $WAT, $CAH, $ICE, pipelines and southeast asia.
November 20, 2024 at 1:47 AM