# Chronicles of 2025
**URL:** https://forum.mustachianpost.com/t/chronicles-of-2025/15293
**Category:** Investing / Others
**Created:** [January 22, 2025, 10:21am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293 "2025-01-22T10:21:49Z")
**Posts on this page:** 20
**Page:** 174
### Author:  [@Mirager](https://forum.mustachianpost.com/u/Mirager)
#### Post date: [November 5, 2025, 6:44am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3593 "2025-11-05T06:44:41Z")
> [@Moustachienne](#):
>
> As things stand, every time the stock market drops 2% there’s taking on this thread.
Indeed, not mirrored by talk when there are +1-3% pumps, which perfectly relates to human psychology of loss aversion!
---
### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [November 5, 2025, 7:02am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3594 "2025-11-05T07:02:47Z")
I see. Basically in times when all assets look expensive , it can be scary because on one hand momentum is driving prices up higher while risk free assets look boring. In those times, investors should focus more on wealth preservation and manage their downside risk rather than focusing on returns only. No wonder Buffet cash pile is increasing as he is not able to find good deals these days
Personally I make the allocation and just stick to it because it’s very difficult to change based on news. I don’t have tolerance for 100% stocks so I keep it at 65% or so.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 5, 2025, 7:10am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3595 "2025-11-05T07:10:29Z")
Yup. I have forced sales over the next few years as I fill up the pension.
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### Author:  [@TeaGhost](https://forum.mustachianpost.com/u/TeaGhost)
#### Post date: [November 5, 2025, 7:39am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3596 "2025-11-05T07:39:47Z")
> [@JEPG](#):
>
> No offense but sometimes I don’t get this forum.
> Panic mode is above all what we should never trigger.
Just ignore this topic. Message count is skewed - a few posters with low discipline that post too much.
If you are a 100% stocks investor, never have a look at the share price and grey out your sales button. If you are a balanced investor, check your Portfolio once a quarter only.
If you were a senior balanced investor (Portfolio exceeding x15 or so of annual contributions) - then write quarterly expiring cash covered puts on your preferred ETF - that were deep out of the money. Meaning you every month get a tiny insurance premium, and when shit hits the fan you automatically re-balance at least in part.
Otherwise neither read here nor watch your Portfolio.
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### Author:  [@Sirob](https://forum.mustachianpost.com/u/Sirob)
#### Post date: [November 5, 2025, 8:06am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3597 "2025-11-05T08:06:30Z")
are you classed as a professional trader based on the above trades and frequency of these trades?
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 5, 2025, 8:08am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3598 "2025-11-05T08:08:59Z")
No. It is quite difficult to be classed as a professional trader.
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 5, 2025, 8:15am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3599 "2025-11-05T08:15:10Z")
> [@JEPG](#):
>
> I’ve heard of BTC.
“Bitcoin has now performed worse than US Treasuries in 2025.”
([Source](https://x.com/TheStalwart/status/1985882574862848299))
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 5, 2025, 8:32am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3600 "2025-11-05T08:32:54Z")
> [@TeaGhost](#):
>
> If you are a 100% stocks investor, never have a look at the share price and grey out your sales button.
Good advice.
I’m 65/35 but will gradually shift to 60/40 over the next few years.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [November 5, 2025, 8:43am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3601 "2025-11-05T08:43:05Z")
> [@TeaGhost](#):
>
> Just ignore this topic.
Then I have to get a life. Rude.
> [@TeaGhost](#):
>
> grey out your sales button
As explained, I did that, also a good method for it: transfer your assets from US cheap fee broker to a low cost Swiss custody account where transaction fees make you want to keep your holdings. Diamond hands with Swiss security!
> [@TeaGhost](#):
>
> If you are a balanced investor, check your Portfolio once a quarter only.
Hopefully quarterly contributions can match, otherwise I’m stuck with my greyed-out button.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [November 5, 2025, 8:44am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3602 "2025-11-05T08:44:03Z")
_If you don’t get it, I can’t explain it to you. Do your own research._
(That sounds so 2021).
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### Author:  [@Mirager](https://forum.mustachianpost.com/u/Mirager)
#### Post date: [November 5, 2025, 9:02am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3603 "2025-11-05T09:02:03Z")
We’re missing an important event, David Beckham’s knighthood. I saw this match live, in the UK, wasn’t fun being a Greek in that crowd. [David Beckham’s free kick against Greece](https://www.youtube.com/watch?v=t0GESlaVNdE)
That said, developed big respect for Becks since watching the Netflix documentary.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [November 5, 2025, 9:32am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3605 "2025-11-05T09:32:03Z")
> [@anon17469660](#):
>
> “Bitcoin has now performed worse than US Treasuries in 2025.”
For yesterday only, 3.13% daily return is some zillions % yearly.
I’m out.
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### Author:  [@assemblyrequired](https://forum.mustachianpost.com/u/assemblyrequired)
#### Post date: [November 5, 2025, 10:26am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3606 "2025-11-05T10:26:33Z")
Trump met with Swiss representatives from the private sector yesterday ([article](https://www.srf.ch/news/international/usa/handelsgespraeche-mit-trump-schweizer-firmen-organisieren-eigenhaendig-gespraeche-mit-trump), German).
From [his post](https://truthsocial.com/@realDonaldTrump/posts/115493742592679097) on Truth Social:
> It was my Great Honor to just meet with high level Representatives of Switzerland. We discussed many subjects including, and most importantly, Trade and Trade Imbalance. The meeting was adjourned with the understanding that our Trade Representative, Jamieson Greer, will discuss the subjects further with Switzerland’s Leaders. I’d like to commend all of the people present on a job well done. Thank you for your attention to this matter!
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### Author:  [@user137](https://forum.mustachianpost.com/u/user137)
#### Post date: [November 5, 2025, 12:10pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3607 "2025-11-05T12:10:19Z")
now do a 2-yr chart 🙂
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 5, 2025, 12:36pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3608 "2025-11-05T12:36:13Z")
How about … random number, honest to God 😉 … a one month chart instead?
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 5, 2025, 4:23pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3609 "2025-11-05T16:23:00Z")
For anyone who hasn’t seen Margin Call, I’d highly recommend it. It is so understated and I’m always amazed that they created a film about such a dry subject (and played it straight) - there was amazing acting and very realistic scenes (as anyone who worked in a big firm will recognise).
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### Author:  [@user137](https://forum.mustachianpost.com/u/user137)
#### Post date: [November 5, 2025, 4:43pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3610 "2025-11-05T16:43:51Z")
[https://archive.ph/08K3p](https://archive.ph/08K3p)
So, DB apparently have started to short the AI stocks to hedge the risk of it’s lent money to the same AI companies. Very smart! 🤓
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 5, 2025, 5:10pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3611 "2025-11-05T17:10:40Z")
> [@PhilMongoose](#):
>
> For anyone who hasn’t seen Margin Call, I’d highly recommend it.
+1
I recently read a quote by Jeremy Irons on preparing for his role on Margin Call. He (apparently) studied finance execs / CEOs to find the best way to portray his role as John Tuld as the CEO of one of the surviving banks in the GFC by studying how they behaved publicly, on earnings calls, etc.
He came away concluding that a totally unemotional, un-empathic way of behaving and communicating was the way to portray these execs.
Totally nailed it.
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### Author:  [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)
#### Post date: [November 5, 2025, 6:23pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3612 "2025-11-05T18:23:28Z")
Btw Michael Burry is shorting Palantir and Nvidia with like 80% of his portfolio and over a billion.
He has been quite wrong in the past after 2008, but who knows.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 5, 2025, 6:26pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3613 "2025-11-05T18:26:39Z")
Shorting Nvidia is [courageous](https://share.google/9lS16VXxtEBGfLbqB).
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