My target allocation is 5%.

I notice that as the price of his stock and bitcoin has gone down, he's become more unhinged in his interviews.

Interestingly, despite the incredible drop, the stock is still selling at a net asset value multiple of 1.19. It's hard to make the argument it's particularly undervalued.

Happened to see this on Drudge today: https://shumer.dev/something-big-is-happening I think it's worth reading. His point is that we're in the same spot we were in February of 2020 with Covid: that everything is about to change. I know you've heard that kind of thing before, but it's worth reading ...

It's become indispensable at work for us. (software development firm)

dualstow wrote: ↑Wed Feb 11, 2026 11:44 am

Smith1776 wrote: ↑Wed Feb 11, 2026 9:43 am Alan Greenspan turns 100-years old next month. Wow!

But is he still alive?

I imagine when he does pass it will be a huge news story in the business/financial columns.

Alan Greenspan turns 100-years old next month. Wow!

I thought the whole urine in jars thing was just a Vinny quirk. But Google Gemini confirms it's a great way to tend to your plants and garden.

yankees60 wrote: ↑Sat Feb 07, 2026 8:53 am PAGING Mountaineer!!!!


urine.JPG

lol!

mathjak107 wrote: ↑Fri Feb 06, 2026 3:36 pm interesting as i see it playing on the post in the forum.

let me try a different way

https://photos.smugmug.com/FAMILY/n-cK5 ... 8-1280.mp4

Wow. That's intense. Again, you and your family are okay.

Mathjak, it looks like you appended some media to your last post but it looks like the forum is unable to parse it.

Is anyone else able to view Mathjak's attachment?

Yikes, I'm really glad you're okay mathjak. And the missus for that matter.

Seeing the dashcam footage would indeed be interesting.

One can always count on Xan to come into a thread and drop some mad knowledge.

Bitcoin has more whiplash than a car accident.

One of the reasons why I love this forum is because it's an unbiased record of both my brilliance and dumbassery.

Keeps me accountable.

Look at those declines. Holy crap, my dudes.

MicroStrategy (Strategy) stock also looks like a potential bitcoin value play. Down 80% or so from its peak.

flyingpylon wrote: ↑Thu Feb 05, 2026 10:40 am I wish I had been smart enough to buy BTC every time it got pummeled in the past.

Indeed. It's gone down so much that I'm thinking of buying back in.

Not at the same magnitude I did before (like 80%+ of net worth), but enough to have a bit of skin in the game.

I was definitely in that camp.

Fortunately dualstow talked some sense into me before the big drop and I went back to diversified investing.

Looks like a big rise in the after hours.

My concern with long-term treasury bonds in the PP has always been that their volatility and risk profile are not constant. They're both higher when rates are lower, and lower when rates are higher. Fortunately, I found a solution here in Canada. I'm sure similar solutions exist in the U.S. I found ...

A reminder to us all that anything can happen in markets.

dualstow wrote: ↑Fri Jan 30, 2026 2:15 pm

Smith1776 wrote: ↑Fri Jan 30, 2026 10:13 am Are you guys planning any trips/travel this year?

China. Bit of medical tourism (nothing serious, just testing). And a bit of regular tourism. Trying to iron out the dates right now, actually.

I like it. I just rebalanced into emerging markets earlier this month!

Agree with Mathjak

yankees60 wrote: ↑Fri Jan 30, 2026 10:56 am

Smith1776 wrote: ↑Fri Jan 30, 2026 10:13 am Are you guys planning any trips/travel this year?

I might leave my house / property.

LOL

Are you guys planning any trips/travel this year? Costco. Local grocery store. Church. Gas station. Friends. Restaurants. I’m going out on a limb here, but I might even take trips to the TV room and bedroom and bathroom. 😉 Hahahhaa! touche! I want to go to New York this year! But the missus doesn't...