“In August 2024, only 4 states had returned to or surpassed pre-pandemic 2019 active inventory levels. In September 2024, it grew to 7 states. In…
On 12/2/24, Intel announced the ouster of CEO Pat Gelsinger. He was central to my investing thesis, so I dumped all of our shares that…
On 9.27, I sold 4, 120 strike Calls with an 11.15 expiration against my J.M. Smucker Company (SJM) position for $4.80 each. SJM closed below…
In February, I posted: Middle-Aged Man on Rent vs Buy. I discussed how rent vs own ratios were way out of whack in many markets.…
In September, I sold covered calls against my position in Berkshire Hathaway. I almost felt sacrilegious for doing so; however, I sold the calls premised…
In January I posted that I wanted to keep our average dining out spend to $635 per month. In the first quarter we came in…
On 9.20, my SJM covered call options expired with the underlying share price below the option strike price, so I kept the shares. Subsequently, on…
I’ve accumulated a sizeable position in Berkshire Hathaway. I had been sheltering significant sums in T-bills which paid a nice, risk-free 5.5%. At the time…
Texas and Florida have been flashing warning signs in the residential property market for several months. Now six additional states have inventories that exceed pre-pandemic…
On 8/15, I picked up rights to Smucker’s quarterly dividend of 1.08 on my 400 shares. On 8/16, the calls that I had sold against…