More often than not great colleagues. Mission priority can cut through red tape.
Less tape means more tech debt, pro here being you can have more impact than similar scope elsewhere…but you wade through the debt.
Fantastic benefits (on pat leave now!), overall great WLB outside of a few crunches.
Started paternity leave. So far it’s great! The Japanese protocol, ~5 days, is great because it gets you into a rhythm with the baby, teaches you and tons of staff around for any questions or assistance.
Closing costs + annual recurring taxes that are reassessed based on price appreciation has a very different implication on capital allocation than a sales tax baked into the sales price.
Yep. There’s a council tax but it’s closer to water, sewage & garbage than anywhere close to USA property tax.
Not to mention London doesn’t have property tax & Provence is pretty cheap, that’s not bad…though why tf are they still in ATL?
The trades seem vulnerable to breakthroughs in robotics & AI because automation of the lowest skilled jobs, e.g., warehouse workers, will boost up-skilling and add wage pressures.
My 2 cents: I don't see any path to resolve this conflict quickly, Iran has nothing to lose and anything protracted creates substantial economic pain compounded by it being an election year. Looking at a map and the strait looks like a nightmare to secure with all the mountains.
Remember the main rule about this admin: whatever you think the reason is or what gets reported on…it always ends up being even dumber than that.
The narrative is also getting really old: “we all know democrats are the only adults in the room…which is why I have to vote for the leopard eating faces party, democrats made me do it.”
Especially in a comment about Texas politics lol
Have finished adjustments on my portfolio
Current portfolio (rough, not exact weights):
ASML (39%), GOOGL (15%), V (12%), MSFT (5%), MCO (3%), MA (8%), CME (10%), AWK (8%)
Sold:
UNP, HD and CNQ
Looking to add primarily into MCO, MSFT and MA with new money contributions.
Not investment advice.
I completely agree
Google capex, wow
I sold 100% of my $UNP shares today. I am looking to re-allocate elsewhere. Not investment advice.
Cheers! Ooof, sorry to hear, very political atm
ASML is now 39% of my portfolio and probably 100% of my YTD performance. Nothing has fundamentally changed in the last 7 months lol
Did you go long?
Their zoning laws are set at federal level, think of it like a hierarchy on noise and any quieter level can be built in noisier places, e.g., a single family home can be built in a business district of skyscrapers, but not the other way around.
Isn’t this just MOC imbalances being released and front ran
Sold $CNQ and put the proceeds into Visa and $CME.
Not investment advice.
There it is, $CNQ…looking for my exit
Cheers!
Not investment advice. Posting as a journal or blog.
That’s a wrap for 2025.
Current portfolio:
ASML (31.97%), GOOGL (17.51%), V (14.42%), MSFT (4.33%), MCO (1.34%), UNP (8.63%), HD (2.57%), MA (1.49%), CNQ (3.16%), CME (8.15%), AWK (6.09%)
Watchlist:
AXP, AAPL, COST, ORLY
Looking to exit CNQ on headline. New cash -> other cos to reduce ASML as %
Another perk of living in Tokyo: you can’t get anything like this in NYC.
Isn’t that a feature of the GOP platform: devastate finances so much that you must cut services?
Looking at selling my CNQ holdings on any event driven spike, e.g., Venezuela news.
Added a lot more CME and AWK.
You have to be good to get lucky, but you need to get lucky.
YTD now +21.6%. Going to liquidate HD and continue buying CME.
Starting to trickle into CME. Considering where to trim AAPL and HD