[barnaby33]

I have a hard time agreeing with the screaming deal point of view simply because your evaluation of what a screaming deal is, is most likely based on inflated profits from all the leverage in the system. I think taking a year or two out to let a large portion of the leverage unwind will give us a much clearer picture of which businesses are good deals. Namely those that can survive the unwind.

None of the IB’s look like a good deal to me even if cheaply priced because we don’t even know half the story yet, on how much sausage they are hiding.

Josh

[barnaby33]

I have a hard time agreeing with the screaming deal point of view simply because your evaluation of what a screaming deal is, is most likely based on inflated profits from all the leverage in the system. I think taking a year or two out to let a large portion of the leverage unwind will give us a much clearer picture of which businesses are good deals. Namely those that can survive the unwind.

None of the IB’s look like a good deal to me even if cheaply priced because we don’t even know half the story yet, on how much sausage they are hiding.

Josh

[barnaby33]

I have a hard time agreeing with the screaming deal point of view simply because your evaluation of what a screaming deal is, is most likely based on inflated profits from all the leverage in the system. I think taking a year or two out to let a large portion of the leverage unwind will give us a much clearer picture of which businesses are good deals. Namely those that can survive the unwind.

None of the IB’s look like a good deal to me even if cheaply priced because we don’t even know half the story yet, on how much sausage they are hiding.

Josh

[barnaby33]

Unless you can show that the area (Temecula not SD) has jobs to support those prices, its never a good deal. It might be acceptable for other reasons, but not a good deal.

Josh

[barnaby33]

Unless you can show that the area (Temecula not SD) has jobs to support those prices, its never a good deal. It might be acceptable for other reasons, but not a good deal.

Josh

[barnaby33]

Unless you can show that the area (Temecula not SD) has jobs to support those prices, its never a good deal. It might be acceptable for other reasons, but not a good deal.

Josh

[barnaby33]

Unless you can show that the area (Temecula not SD) has jobs to support those prices, its never a good deal. It might be acceptable for other reasons, but not a good deal.

Josh

[barnaby33]

Unless you can show that the area (Temecula not SD) has jobs to support those prices, its never a good deal. It might be acceptable for other reasons, but not a good deal.

Josh

[barnaby33]

Grasshoppers, nope! I liquidated a lot of stuff into yesterdays down leg. I’m hoping for a pop and re-loading up on puts! Yee-haaaaw.

I even made more money unloading into today’s temporary dip, while I was at jury duty. This was all luck of course. Bulls are permanently in the right and bears, we’ll we get lucky once in a while.

Josh

[barnaby33]

Grasshoppers, nope! I liquidated a lot of stuff into yesterdays down leg. I’m hoping for a pop and re-loading up on puts! Yee-haaaaw.

I even made more money unloading into today’s temporary dip, while I was at jury duty. This was all luck of course. Bulls are permanently in the right and bears, we’ll we get lucky once in a while.

Josh

[barnaby33]

Grasshoppers, nope! I liquidated a lot of stuff into yesterdays down leg. I’m hoping for a pop and re-loading up on puts! Yee-haaaaw.

I even made more money unloading into today’s temporary dip, while I was at jury duty. This was all luck of course. Bulls are permanently in the right and bears, we’ll we get lucky once in a while.

Josh

[barnaby33]

Grasshoppers, nope! I liquidated a lot of stuff into yesterdays down leg. I’m hoping for a pop and re-loading up on puts! Yee-haaaaw.

I even made more money unloading into today’s temporary dip, while I was at jury duty. This was all luck of course. Bulls are permanently in the right and bears, we’ll we get lucky once in a while.

Josh

[barnaby33]

Grasshoppers, nope! I liquidated a lot of stuff into yesterdays down leg. I’m hoping for a pop and re-loading up on puts! Yee-haaaaw.

I even made more money unloading into today’s temporary dip, while I was at jury duty. This was all luck of course. Bulls are permanently in the right and bears, we’ll we get lucky once in a while.

Josh

[barnaby33]

3-4, more like 4. I’m just at the beginning of the vindication phase. I’ll be a 3 when interest rates start rising and a two when I start my search for a home. 2 will be coincident with the bottom of the market and the shaming of all the illiterate trash that was allowed to become home debtors. I’ll be a one when I’ve signed on the dotted line and hopefully put this, as someone else wrote, gigantic waste of time behind me! Thats something to celebrate.

Not to be two final in my stages of encroaching happiness, I’m still willing to party, but just a bit and conservatively.

Josh

[barnaby33]

3-4, more like 4. I’m just at the beginning of the vindication phase. I’ll be a 3 when interest rates start rising and a two when I start my search for a home. 2 will be coincident with the bottom of the market and the shaming of all the illiterate trash that was allowed to become home debtors. I’ll be a one when I’ve signed on the dotted line and hopefully put this, as someone else wrote, gigantic waste of time behind me! Thats something to celebrate.

Not to be two final in my stages of encroaching happiness, I’m still willing to party, but just a bit and conservatively.

Josh

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