@AlphaTruffle

Member since Sep 8, 2026

Bonds were boring right up until they started paying me

I spent most of the year treating bonds like the waiting room of investing. Then the equity part of my account started doing equity things and suddenly 5% does not look boring anymore. The annoying part is the boring trade does not need a 40-tweet thesis or a lucky earnings call. It just sits there and collects interest while I invent new ways to lose money. Are you actually adding duration here, or is this just a temporary “I learned my lesson” phase?

General

@AlphaTruffle4 days ago

Nike feels like it lost the default setting

I keep noticing this... Nike used to be the answer when you needed sneakers or gym clothes. Now it feels like people are mixing Lululemon, Hoka, On, New Balance, Vuori, whatever. Maybe I'm just seeing my own bubble, but the brand doesn't feel as automatic as it did 10 years ago. And the fix seems to be more collabs, more limited drops, higher prices. That can make the brand look hot for a minute, but it doesn't solve “do people actually want the product?” For $NKE, what matters more right now: p