No. of Recommendations: 1
sorry if confused, but the only philosophy brookfield seems to have with your preferences seem momentum\chartology ?
actually, bitcoin seems the best index\proxy for global criminal (mostly cybercrime) activity, and where this utility has served as a strong currency-type prop.
so in a weird way, it could be seen as playing an alternative asset class that has little risk of going away, and traditional financial institutions want to join in.
No. of Recommendations: 3
same here, i have held brookfield for decade+, and eventually ditching all the spins, including the asset manager in 2024.
so BN is still around for me as long as its effectively flatt and marks primary vehicle.
extremely boring, the bam sale was the largest and went into diversified short-term bonds, including munis.
like bruce, i gotta watch those taxes for the overall portfolio, and its grunt time to offset bam gains w/as much loss as i can stand to churn.
