Today we’re starting with a little update on the portfolio, and that’s going to give me a chance to follow up on some reader questions about gold and cryptocurrencies. Then we’ll move on to Toast (TOST), a company I like but a stock that I can’t justify yet, a bunch of other minor updates on […]
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I share Trade Note updates with you, my favorite people, whenever I do any meaningful buying or selling in between Friday Files, but they’re usually shorter notes in the comment threads — today I’ve chugged through a string of relatively small trades that I need to update you on, and I’ve got a few minutes, […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
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I have learned so much from this discussion! One thing I learned to do is keep most of my cryptos in a self-directed IR...
I can't think of any scenario of incurring liability (excluding taxes) for owning shares of a Company that is listed on ...
There’s not much of a basis to use in forecasting federal sales taxes, but I guess there could be something new someda...
Could you please comment on potential legal jeopardy for US investors in these stocks, due to federal illegality. Might...
This sounds too much like the new digital currency system that we have been warned would be happening once the current m...
and yet - 76% of the US population are invested in the US stock market which is what benefited hugely from the lower t...
I would also mention there are tax consequences with Crypto. You really need to keep records. Otherwise you can end up ...
Last year I had a ton of wash sales on my tax form. I have been doing a better job this year trying to avoid them by tra...
Anyone thought about the tax implications of this years trading? Last year I owed a ton due to gains, and now have to ...
i did write to the same subject about a couple of months ago, now i want to let you guys know something about galaxy, ga...
Don't know what country you pay taxes in, but Markel doesn't pay a dividend, which is the only foreign withholding tax I...
Welcome back, have missed your daily wisdom. Got two major questions: the first is really OT, but I need your help. Fi...
What $ENZC is up against. Hmm.. “The FDA collects millions in user fees from pharmaceutical companies. The Dept. of T...
Probably not a bad idea, if you can handle the taxes and like the hobby of watching those trades constantly....
Taking a header today, with worries that the surprisingly large upset in the Chilean elections will likely lead to a big...
Yea, I hate buying dips . . . to see them dip more, but some look at it as averaging down. I read an opinion that peopl...
Trump and repubs delivered lower taxes - mostly to the billionaires, which has not "paid for itself" like they claimed. ...
Every US president in the past century has said they back a strong dollar, but the US dollar has lost purchasin...
The Capital Gains tax increase proposed by the president will most likely trickle down to have consequences for those ma...
Hello Marissa, Here is a good write up by Goldman Sachs. Explains the number of impacted households, the stocks they f...
The only thing Orwell got wrong was the date! He was trying to project some unknown distance into the future (so he gues...
I'd make sure to think of that 20% as a block, and work out a scenario for what your plan will be if Bitcoin lost 75% of...
Kari one more question for you, the coins which i have and intend to copy and paste are worth about $50.000 right now s...
You can quite easily divest from the United States. just sell all of your assets, move the money and yourself overseas,...
I'm a simple minded Okie. I keep asking myself, "if the market went up 25% with a corp tax cut, what will it do with a ...
in regard to cryptos i have a question for you guys in the know , i own a decent quantity of different cryptos namely XR...
Closed end funds are corporations, not partnerships, so there’s no extra step on taxes....
I'm a member of Palm Beach Letter, it's only $49. If you play it smart you won't be complaining about spending $2,500. T...
That’s the basic tradeoff, taxes now or taxes later. I share your fondness for Roth IRAs, but you also need to adjust...
I think the costs of self-directed IRAs are pretty ugly, and there have been so many scams in that area (particularly wi...
Travis, I am a Michael also with my first comment, so first let me say that I love the benefits of being a member since...
Mark you write one of my two favorite financial news letters. Keep up the good work with Oxford Income Letter.....
Found this old piece (May, 2019) in Forbes written by the same Bob Carlson, sounding a much less alarming tone, possibl...
This legislation, called the SECURE Act, was signed into law just before Christmas 2020 and applies to both traditional...
Congratulations DevilDog. Mar 2020 was a one time opportunity in history and golden time to invest if we look back...In...
I had a Florida home loan with TFSL. Their systems are antiquated. They collected property taxes throughout the term o...
Never heard of it, sorry — there are custodial accounts for minors, but I’m no expert on which form might be best, s...
Or hold off until after January. I made so much on those two stocks, I'll wait for 2021 to pay the taxes on the gain!...
Travis, thanks for your thoughts. I am one of the people that has dabbled in stocks for the last 10 years, but finally d...
You don't need to withdraw the money out of your account if you sell. Sell the position but leave it in your IRA and you...
I own 300 shares of NIO with an avg price of $9.04 so I'm happy with just sitting on it. I keep hearing things like it w...
No one has commented on the issue of taxes. Frequent trading seems like it will make record keeping and tax reporting a...
That's just speculative fearmongering, as far as I can tell -- yes, with our massive and growing budget deficits the ass...
Hello Everyone, I strongly suggest no one jumps into the program without doing a bit of research: it is expensive 2....
Yes we pay at lot o taxes here in Denmak! But there are no free lunch.2s, we are covered almosr 100% In the longer persp...
Don't forget that Amazon is now collecting and remitting all of the taxes for pretty much all - if not all - states. I a...
First I am a little 'jealous' I did not get out in when you did :). I wish someone could tell me: (mild-severe) Inflat...
Dear Travis, Could you figure out this one?; " This Secret Arms Race Could Mint Another Round of Crypto Millionaires in...
lol... most vegetables don't cost $8,864 /lb. like just the average dispensary mid-quality mj does now. REST ASSURED m...
Wireless can't compete with wireline services such as cable TV, it is expensive to use due to "data caps" (extra fees an...
DRIP investing is definitely not an effective strategy for those who need the dividend income in cash. My assumptions d...
DRIP INVESTING ISN'T AS GREAT AS IT MIGHT SEEM. FIRSTLY WHERE DOES THE MONEY TO PAY THE TAXES ON THESE REINVESTED DIVI...
It all depends on timing (when you buy). Perhaps right now likely not the best time to buy investment properties. I bou...
Re real estate: Don’t kid yourself, property taxes, insurance, depreciation, condemnation, maintenance and upkeep, no...
First you need an account with a substantial balance to trade. If selling Calls you need to own some underlying(s) in mu...
Keep in mind that PBA is a Canadian company and so if you are a US citizen there is a certain amount of currency risk in...
It comes down to this legal growers have a hard time competing with black market/illegal due to all the regulations and...
Just buy physical metals instead of investing in a 401k. It works like a roth. You pay taxes on your wages and then yo...
LMRK has k-1s which I hate at tax time. I totally ignore any stock providing k-1s as you get them about end of March or ...
Every situation is different, but make sure to take into account taxes, maintenance (including big ticket items like roo...
Is the book, "How to Hack your Taxes with A&E" at all useful? Does it take 4 weeks to receive it? It's in the $129 ...
I bought a membership with them. They're not the only company that provides this service though; there are other crowdf...
I'm pretty much "all in" on Balmoral. BAR.TO or BALMF. Took advantage of last couple years' pullback to max out my po...
As far as I know I’ve always gotten the foreign tax credit for any Canadian dividend taxes withheld, though I confess ...
Just remember the tax consequences of receiving dividends from a Canadian source if you pay U.S. income taxes -- this ap...
I listened to the presentation one day while stuck in traffic. Seems the company is out of South America. I think C...
The basis for the Modern Monetary Theory ( I always run in fear when told the old ways no longer matter) is that governm...