GM! It’s September 30th which means that $STRD, $STRF, $STRK have paid their quarterly dividends while $STRC paid its monthly. I received dividends totaling $4,845.
This snapshot from Niche details students self reported political beliefs at Harvard. 12% very conservative is really surprising to me - but maybe consistent with things I’ve heard about younger gen z kids who are pushing back hard on woke ideology. I need to look for other sources to see if Niche is an outlier…
Intel has been a monster in 2025, driven by recent investments by the US gov and NVDA
YTD 2025 returns
INTC: 54.4%
GLD: 39.9%
VT (Global Equities): 16.8%
IBIT (Bitcoin). 16.3%
The boomers are falling all over themselves to TOKENIZE real world assets on your favorite shitcoin blockchain (ethereum, solana, avalanche). Like it or not, there’s going to be a lot of headlines, activity, and (likely) money to be made on equities that touch the space.
I regularly see (digital) ink spilled on Americas Housing Supply Crisis. I think it’s about as real as the Bitcoin supply shock. There’s no cheap hosing available in certain wealthy/metro areas but this is a really big country. Lots of sub $300k homes available across upstate New York for example.