You dont seem to grasp the impact of a 5% increase of the cost of capital for public companies for an entire year.
Reasonable POV. And FYI, when I say buy the dip, I don't mean every day or every drop of a few points.
What triggers a purchase for you? Are you doing something like DCA at levels of 5% below your last purchase?
It varies quite a bit.
| Name | Title | Pay | Exercised | Year Born |
|---|---|---|---|---|
| Mr. George R. Roberts J.D. | Co-Founder & Exec. Co-Chairman | 67.51M | N/A | 1943 |
| Mr. Henry Robert Kravis | Co-Founder & Exec. Co-Chairman | 67.45M | N/A | 1944 |
| Mr. Joseph Y. Bae | Co-CEO & Director | 83.37M | N/A | 1972 |
| Mr. Scott C. Nuttall | Co-CEO & Director | 80.98M | N/A | 1973 |
| Mr. Robert H. Lewin | Partner & Chief Financial Officer | 15.34M | N/A | 1980 |
| Mr. David J. Sorkin | Partner & Chief Legal Officer | 10.41M | N/A | 1960 |
It’s a cancer on earnings. It will take a while before blatant symptoms appear.
Ive said many times, one day a lawyer is going to argue the comp packages are not in the investors best interests and sue for fiduciary negligence. Walsh was a great example of this
fed needs to kill the revolving debt/credit spending to slow spending. Consumer debt has exploded and cannot continue
Huge problem. Mentioned it months ago, but most dismiss it.
Deal good for another few weeks. Also, Ally now has their 18-mo CD at 5%:
right there, how does he warrant that in any day an age. I'm not communist but this is outrageous. No one is worth that to an organization.
what is the step structure ie where is it starting and for how long before the steps start?
::going from memory::...i will post the CUSIP details if i come across them again..
Conservatives railing on CEO compensation!!! What has this world come to? You maybe confusing Blackstone with Blackrock.
Held above it today. Not much economic data next week. Not sure if the market will drift up or down. Feb data will rule the day on the next big move.
I am no economist or a big macro guy, but it seems to me that the inflation will not come down until unemployment will pick up. As long as people have money, they will keep spending even if it means that they are taking on more debt. Maybe folks find solace in the fact that as long as they still have a job, debt doesn't matter. Some people have speculated that the fed won't pivot until the job market reverses and won't cut rates until there is a recession. I am starting to fall into that camp. When the job market starts to reverse will be a time to start buying bond ETFs. In the meantime, keep looking for the proverbial "baby being thrown out with the bathwater" equities. My feeling is opportunities such as TSLA at ~$100 and NVDA at ~$110 will be coming soon. I will be keeping some cash around. You can get over 4% on your cash in fidelity and have immediate access to trades if needed.
+1
right on unemployment but what we need to do is slow spending and you do that by killing revolving cc debt. Tell banks higher reserves and lower revolving debt thresholds to restrict limits
Does that mean my credit cards will cut my credit limit so instead of reaching 5% of my credit limit each month I might reach 10%?
oh yes I know how they work, I used to structure them lol
T2Kplus20 said:
I replied to you quoting tech support. Then reiterated my consistent position that inflation prints rule the day. D’uh.
Was it in the letter or during a Q&A? WB backed up the truck on how foolish it is to buy long-duration treasuries instead of stocks, especially when the market is down.
Seen plenty of minimums, but not additional fees yet. Cash is always the way to go when possible (especially with large purchases).
