No, right now I only work for Chipotle.
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I always found Chipotle to be mediocre compared to similar restaurants.
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I’ve thought about this. Chipotle has historically tasted the freshest to me, and I like them still for the nostalgia. Q’Doba, however, has really good queso. My favorite is Freebird’s World Burrito, but I don’t go to Texas anymore and the one sorta near me went out during covid.
And then there’s Moe’s. Not Uncle Moe’s Family Feedbag, that place was all right. Moe’s sucks, not at all fresh, very bland.
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It’s funny you mention that brand. We have a local place here named Freebirds, but it wasn’t affiliated with the Texas company until just recently. It always had a unique taste. They always did the assembly-line style, and they stay open late to serve the drunken student population in this college town.
We have so many other options for really amazing Mexican food in this town that I rarely go there, but it always brings back fond memories when I do.
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A crash is coming. But so is inflation so bonds aren’t a good place to be either. I’m only willing to sit on cash for so long, so, I guess we just wait and hope it’s a recession not depression this go around.
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Probably. But if I sat out every time I felt that way I’d have missed out on a lot of growth.
You’re unavoidably correct that a crash is coming, because one always will eventually. Just hard to know how long things will remain irrational. I’m just keeping in stocks. Number should Go Up eventually.
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Like the post above says, a crash is inevitable but timing it is pure chance. I’m not sitting on much cash myself. I’ve gone a bit more defensive and rotated to more dividend ETFs , but beyond that I’m mostly staying in. Also a bit heavier international weight.
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I’ve let my % equity drift up as markets frothed, I should probably sell to come back to my theoretical upper target range.
The memory manufacturing boom is still going strong.
People are losing money betting against it.
Has any Trump official remarked that the Dow has hit 50000?
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Hush! Don’t jinx it!
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I think they just signed a big contract with the government, I don’t know if it’s AI or something else. I just saw a blurb that Trump bought a bunch of Dell stock, and then they got a big contract.
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Nothing fishy about that!
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The Dell family were large donors to the Trump scholarship thing. I remember the pictures because I can’t unsee the level of plastic surgery that went into that lady’s face.
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It is picking up steam…
The fuel for this is an insatiable demand,and that comes from the ultra wealthy. A quick quote from AI regarding the top 100 wealthiest families/individuals.
The combined total wealth of the world’s top 100 billionaires and wealthiest families is approximately \$7.5 trillion. While global wealth tracking aggregates individual billionaires or distinct family dynasties separately, the collective worth of the absolute richest \sim 100 entities globally makes up a significant fraction of total global billionaire wealth
They cannot hope to spend the amount of investment income generated in any year. So they buy assets. Some of those assets will be shares. Some will be real estate. But what virtually all of the acquired assets have in common is they are existing assets. It raises market clearing prices on those assets.
Trying to follow Poly a bit, i bought shares in DRAM. I got in at $54.50 about 2 weeks ago. Its now at $66.67.
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The sheer scale of the bull run is very impressive. +100% return YTD for me.
Still more to come. I’ve started to trim my exposures because I was heavily exposed (80%) and there is no point in being too greedy at this stage. Bank a portion of the profits and keep trimming. Would not be surprised if KOSPI reaches 10,000 this year.