Gold, Silver & ETFs: Oy, the Choices!

Now, beta, that’s how much this thing bounces around compared to the whole market. SIL is a bit more rambunctious, IAU is a little more…sedate. And AUM? Assets Under Management. Think of it like how much loot they’re guarding. IAU has a lot of loot. It’s practically Fort Knox in ETF form. And that expense ratio? That’s what they charge you for the privilege of playing the game. It’s like the casino, only slightly less rigged…slightly.

Tesla: Valuation and the Autonomy Gamble

The anticipated launch of Tesla’s Robotaxi service represents a potential catalyst for revenue diversification. Currently undergoing testing with the Model Y fleet, the long-term vision centers on a purpose-built, fully autonomous vehicle, the Cybercab. However, the market appears to be preemptively assigning substantial value to this venture.

Palantir: A Dip in the Data Stream?

Everyone’s pointing to it as the shining example of what happens when you apply artificial intelligence to… well, everything. And the last quarter’s results were… acceptable. Guidance for the future? Reasonably optimistic. So, what’s all the fuss about? Why is the market behaving as if Palantir has suddenly started offering subscriptions to a goblin newsletter?

Whirlpool’s Treadmill

Four point one percent of RWWM’s holdings now tied to Whirlpool. A rounding error in the grand scheme, perhaps, but enough to keep a few accountants busy. Let us not mistake this for conviction. It’s simply capital in motion, seeking a temporary haven. A larger game is always afoot.

Enduring Portfolios: A Quiet Resilience

A portfolio built to withstand the currents of time requires a different temperament. It should not chase the ephemeral bloom, but rather embrace breadth, diversification, and a certain… modesty. One seeks not to predict the future, for that is a fool’s errand, but to participate in the enduring forces that shape it. These are the investments to which one might entrust a modest sum – a thousand dollars, perhaps – and allow it to grow, quietly, over the long years.

VSCO: A Calculated Exit?

They still hold a decent chunk – 1.7 million shares – so don’t panic. It feels less like a conviction shift and more like… well, like a sensible person cashing in on a good run. VSCO’s been doing the thing, you see. Up 93.2% over the past year. Outperforming the S&P 500 by a rather smug 71.94 percentage points. Honestly, who doesn’t want to lock in profits like that? It’s just… good business. Though, I suspect, there’s a small, guilty part of them hoping it keeps climbing anyway. We all have those, don’t we?

A Spot of Bother for Cruise Lines & Trip Advisors

Mr. Paul Singer, a name whispered with a certain respect in financial circles, has taken a rather substantial slice – a full ten percent, if you please – of Norwegian Cruise Line. He’s dispatched a letter to the board, pointing out, with admirable directness, that the company’s execution has been less than stellar, and its cost controls, well, let’s just say they could benefit from a spot of tightening. However, he perceives a golden opportunity for valuation recreation – a rather optimistic phrase, one might add.

Domino’s: A Slice of Resilience

By the close of trading, the stock had enjoyed a modest uplift of over 4%. A result, one suspects, less indicative of profound economic optimism than a temporary reprieve from the prevailing gloom.