# 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:** 175
### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [November 5, 2025, 7:02pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3614 "2025-11-05T19:02:29Z")
> [@PhilMongoose](#):
>
> For anyone who hasn’t seen Margin Call
Done today. Thanks. Great actors, dialogs, Wall Street culture portrait.
I preferred the big short for the sake of illustrating the turmoil and financial mechanisms. It’s more abstract there (well I got they were in deep shit and had to sell it all).
---
### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [November 5, 2025, 7:03pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3615 "2025-11-05T19:03:16Z")
> [@PhilMongoose](#):
>
> Enjoy your stock market rally tomorrow!
Cheers
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### Author:  [@ternes11](https://forum.mustachianpost.com/u/ternes11)
#### Post date: [November 5, 2025, 7:55pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3616 "2025-11-05T19:55:12Z")
> [@user137](#):
>
> 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! 🤓
Surely this must be inaccurate reporting, otherwise it would be strange to hedge debt by going short stocks? A CDS would be much more appropriate, no?
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### Author:  [@user137](https://forum.mustachianpost.com/u/user137)
#### Post date: [November 5, 2025, 8:40pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3617 "2025-11-05T20:40:17Z")
For those of you who almost forgot - it’s TACO Wednesday! 🙂
> **[Donald Trump walks back funding cuts to NYC over Zohran Mamdani's win](https://www.newsweek.com/donald-trump-new-york-funding-mamdani-election-mayor-10999441?fbclid=IwY2xjawN4lPNleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAEwAAEeOfWYNIeX8HD7x-eOzZErLxcgM32H8JTXWdXOPcGfkpSZe14j70LXDOzYMKw_aem_V7PbI3fyUhtVZZaumKdGrg)**
>
> Trump has previously threatened to not only defund the city — but also to arrest and deport Mamdani — if he won.
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### Author:  [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)
#### Post date: [November 5, 2025, 8:56pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3618 "2025-11-05T20:56:45Z")
> [@assemblyrequired](#):
>
> It was my Great Honor to just meet with high level Representatives of Switzerland.
I was already thinking before, Trump becomes boring.
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### Author:  [@Mirager](https://forum.mustachianpost.com/u/Mirager)
#### Post date: [November 6, 2025, 5:06pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3619 "2025-11-06T17:06:27Z")
You’re selling again today? 😛
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 6, 2025, 5:24pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3620 "2025-11-06T17:24:13Z")
I do need to sell off another 5%…
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 6, 2025, 9:48pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3621 "2025-11-06T21:48:43Z")
I read today that BRK has been a net seller of stocks for the last 12 years. WTF? Is that true?
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 6, 2025, 10:01pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3623 "2025-11-06T22:01:45Z")
That sounds more reasonable.
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 7, 2025, 3:37pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3624 "2025-11-07T15:37:33Z")
I’ll probably next year or so have to replace my iPhone SE 2nd generation, too, once it’s no longer supported … 😅
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 7, 2025, 4:34pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3625 "2025-11-07T16:34:29Z")
Yup. Enjoy Monday 😉
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### Author:  [@Mirager](https://forum.mustachianpost.com/u/Mirager)
#### Post date: [November 7, 2025, 4:49pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3626 "2025-11-07T16:49:22Z")
I’ll be in lovely Glasgow on Monday, hunting for clients and deep-fried Mars bars 😉
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 7, 2025, 4:58pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3627 "2025-11-07T16:58:10Z")
Part of a trip looking (self-experimentally) at GLP-1 drug manufacturers and doing research for their potential investors?
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 9, 2025, 3:29pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3628 "2025-11-09T15:29:37Z")
I was once responsible for a then still somewhat single point of failure environment at Google for credit card processing (of then only ads and mostly Adwords revenue). When a new engineer was planning change management on a critical part of the environment, I could casually remind them of how much revenue was being processed _per second[$]_ and ask them what their estimated recovery time was from an unexpected failure in the change and what amount of revenue that translated to.
This usually resulted in another go at revising and testing the planned change …
Kinda mean, of course, as a failed payment by a customer who wanted to pay for their ads probably meant they would try again later since Adwords then kinda had a monopoly (mostly still does …).
* * *
$ IIRC it was a significant five digit USD amount at the time, $20k or $30k or so.
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### Author:  [@Wolverine](https://forum.mustachianpost.com/u/Wolverine)
#### Post date: [November 9, 2025, 3:47pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3629 "2025-11-09T15:47:09Z")
I’m curious, if beside the point. When did the need of a Mag7 (ex-Tesla) grouping arise, what is its significance and why didn’t they go for a Mag6 or whatever MANMAG acronym they would have come up with?
That data may be relevant but I just can’t for the love of me give it credibility when it uses such monikers and I struggle to look past it at what it may be signaling.
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### Author:  [@justbob](https://forum.mustachianpost.com/u/justbob)
#### Post date: [November 9, 2025, 4:21pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3630 "2025-11-09T16:21:37Z")
Problem is that mag7 were chosen for tech companies with good stock performance and tesla is a memestock\* with barely any profit. (Though I think adding it to this chart makes it still very true, tesla is just tiny in the group wrt profit)
\*From a recent Matt Levine piece on the CEO compensation saga:
> Right, if you are a shareholder of an Elon Musk company, the deal is (1) you give him whatever he wants whenever he wants it and (2) the stock goes up. _Obviously_ corporate governance experts hate that; it’s terrible governance; really it’s no governance at all. Some investors hate it too, but the remedy for them is not to invest in Elon Musk companies, and they mostly don’t. The people who invest in Elon Musk companies are mostly fine with the deal, and that really is the deal.
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 9, 2025, 4:25pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3631 "2025-11-09T16:25:03Z")
> [@Wolverine](#):
>
> When did the need of a Mag7 (ex-Tesla) grouping arise
First time I see it explicitly, but over the course of the past year I’ve also anecdotally heard that Tesla should be replaced by Broadcom in the Mag7.
The issue for excluding it from _this_ profit graph is of course that Tesla doesn’t really make a a lot of profit (and it’s been shrinking), especially with EV credits now gone.[$]
But that’s another can of worms we should probably stay away from in this topic … 😉
* * *
[$] According to Gemini Tesla’s profits are $11’606 per minute. According to Grok it’s $9’663.
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### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [November 9, 2025, 5:24pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3632 "2025-11-09T17:24:58Z")
I remember the last time in a similar situation, the Mag7 were called somehow different, an acronym with the starting letters, FAANG I think.
My captain made me buy oil stocks then (like now) and I did compare my oil holdings with those stocks. I just stopped because I let them all way behind. Of course you have to know to sell… and there were many many bad years for oil stocks.
The stock market is cyclic, just some tech companies still have not found their cycle.
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### Author:  [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)
#### Post date: [November 9, 2025, 5:30pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3633 "2025-11-09T17:30:21Z")
> [@Wolverine](#):
>
> why didn’t they go for a Mag6 or whatever MANMAG acronym they would have come up with?
There is a famous western movie called the Magnificient Seven. That’s literally the reason why the name catched on, and also why it’s kept still.
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### Author:  [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)
#### Post date: [November 9, 2025, 6:29pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3634 "2025-11-09T18:29:19Z")
> [@Tony1337](#):
>
> There is a famous western movie called the Magnificient Seven.
Which is a remake of a movie by Kurosawa. Not sure if people who named these stocks are aware of this fact, though.
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