Subject: Re: Return OF Capital
I think treasuries are safe for US citizens for at least another few years. The risk Mungo worries about makes sense: the rules get changed arbitrarily on foreigners. But if Trump really does want foreigners out of the T-bill market, he should want US Citizens IN the t-bill market. Or at least that's what makes sense to me and I will have to admit that Trump does a lot of things that don't make sense to me. But still, I think T-bills for US Citizens are only slightly riskier than banknotes, and their yield is much better, and they are easier to store.

I don't think the additional return from longer dated treasuries is worth enough to risk it so I'll take the 5.2% from SGOV for now.

I think staying pretty invested is a good idea as an inflation hedge. Despite BRKB's lofty current price I still have a bit, although I do have a covered call on it.

Personally, I have a fair amount of PLTR and NVDA. I think the AI future loves both of these, and that that trend probably transcends whether we lose our democracy or not.

That was fun to say, but I doubt we lose our democracy. I mean probably we won't. Finger's crossed.

R:/

PS: and to Mungofitch: Thank you canary. Message received. We need to figure out how to get some air back in here.

-r