Not too sure of the ‘beautiful Australia’ descriptor DD, obviously you haven’t been back for a while.
More over the last decade or so an increasingly enthusiastic platform for neoliberalism I suggest, an ideal more than capable of servicing well 70% of society’s needs, problems arise though when the model is embraced to provide 100%.
Speaking of which had the ‘subspecies’ back during the week, must admit a few individuals are developing into top draw TA geeks, all around 15/16 yo but have a truly impressive capacity to gather data, have no idea want to do with it or what data to collect, process over outcome if you will, that’s where the garage comes in.
3 of the best have been invited to join the team in setting up improved TA systems in garage. These ‘subs’ are really really good at coding and data collection, they will operate under the tutelage of the trading hound (head of garage’s TA process’s)
Have parent’s approval and support, all super keen, 2 males one female, motivations mixed, but the philosophy of surrounding oneself with individuals smarter than yourself at play in garage, has served me well in past and hound and I been a bit slack on systems side.
Males easily persuaded as already have highly speculative (hopeful) open positions involving being ‘long’ on the daughter, like any dad might have made some suggestions on how to close trade successfully on her behalf without her knowledge but time for the princess to stand up and deliver, neoliberalism after all, all about asset exploitation, hound and I decided to leave the BH out of this one.
No wage but bringing them into the inner mayhem of the garage with incentive being profit share if any on small 20k portfolio, the females mum super cook and she brings the hounds favourite cookies to the meetings, also an unbelievably good coder. (hound said to bang the coder bit in for PC reasons)
That brings me to the market, another pretty good week, would have been stellar if stupidity didn’t get in the way.
Again, protected by risk weightings in portfolio, more $ in stocks going up then down.
ST1 absolute ‘Barry’ of an 1H, what was I thinking.
LON with CR for 100% of MB, nervous system partial sell into strength before anns good but balance could be hammered. LON is attractive in my eyes through its net asset backing to MC and market positioning. Will continue to follow very closely just need to produce some metrics that will give market confidence in management.
Saw ANO went into hyper mode, apparently vid on YouTube from simply wall street (some millennial stock forum apparently, so treat with grain of salt, millennials to me just like the ‘subs’ but have developed a truly impressive whinging capacity through education god bless them)
5 stocks for 5 year hold the theme. ANO one of them. APX, WEB, PME, KME are others if interested. (hold ANO none of balance)
Won’t mention my ‘greens’ other than all growth models mature enough to be backed by metrics with a few ‘anomalies. (TWD etc)
Noticed few high-quality pop songs above, Motown immediately came to mind, must have been something in the water, funks brothers, Holland dozier Holland and like, introduced to me by parents. Hound and I have a Motwown CD in subie, when down the Coast after close on 'green day' we chuck the boards on the car, turn it up to 10, little bloke takes his position, head out the nagivators window, tongue dancing in the breeze and his little tail locked into the beat of this one.
(20min delay)
