Still think TITNC3: Return of the Iceberg was peak

CPI and jobless claims are tomorrow. Neither is gonna be pretty.

 

It is boring, I'll give you that lol. Only has to payoff once though

 

I bought the BBIG puts. It was better than taking my profits on calls already. I think

 

I saw that news on ToS for SPX but not SPY before close too lol

 

I’ve already got calls

 

90% ain't shit. Remember that when you go to sell in the AM. lol

 

I know it’s not. I’ve got plenty of time. I need 200% minimum

 

What strike and expiry are you holding?

 

$3 next week.

 

Not entirely accurate, because the Gov is not guaranteeing purchase of chinese RE devloper builds.

Theoretically (dangerous!) this is a subsidy system that would be turned off or scaled back when supply catches up with demand - I will leave it to you to decide what level of faith you have in the US government to manage that responsibly.

 

Those could be worth something. Or nothing. I like something. lol

 

Something sounds better, but nothing is more comforting

 

Just did my monthly spreadsheets. Investment portfolio down 3% from last month. Net worth up 4%. Debt levels unchanged.

Answer: Housing appreciation! I just did my annual home value adjustment based on the current median sales price per square foot in our ZIP. This is an extremely conservative estimate - I am probably shorting us $20,000 or more. Even so, Jesus Fried Chicken.

 

On yahoo it says 10,113 $10 calls open interest

 

None of those are mine.

 

Lol. Unless I’m thinking of moving, I don’t care what my house is worth. And I’m not moving. And I don’t want to be tempted to move, because I hate moving. So I’m not looking into current valuation

 

Shouldn't this be booked at cost and depreciated? haha

but props for doing this on a monthly basis

 

Interesting. I prefer to know, ballpark, what amount of investment return I am forfeiting by leaving the capital in the structure. It's also good to know what liquidity could be accessed in the event of an off-the-rails black swan event.

But that's me.

 

Whatever works. I’m not going to do a cash out refinance or anything, and I need a place to live, so I don’t really worry about that part. My rental I keep track of comps though.