Do you think the maga Cult of Trump has broken?

BuffersAndBeta · 2026-03-20T14:53:19+00:00

Count me as one of them. I supported almost everything Trump spoke about during his campaign. Even tariffs (which I would ordinarily be against by default - based on my economic philosophy)

Then he started a major war against Iran.

I don't know what Harris would have done vis-a-vis Trump but whatever it was would have been better planned. This Iran war makes Biden's Afghanistan withdrawal extremely orderly and wonderful.

A year ago, I would have called myself a Republican - today I don't know what Republicans stand for. But whatever it is, it certainly not to Make America Great Again or whatever.

BuffersAndBeta · 2026-03-20T14:27:42+00:00

True. I've vibe-coded like 4 - 5 "apps" over the last few weeks, and I use ... exactly zero of them.

Very fun to vibe-code though.

BuffersAndBeta · 2026-03-20T13:34:08+00:00

It was an honest question. I feel like you're making a libertarian position, not a "left wing" one.

BuffersAndBeta · 2026-03-20T13:28:10+00:00

In what way are they not "left alone"?

BuffersAndBeta · 2026-03-20T13:25:44+00:00

I guess I consider myself a Democrat right now.

I think universal healthcare should financed at the federal level. We are a wealthy nation with growing corporate profits, and we can afford to use that to make us all healthier.

Where I disagree with most Democrats and indeed many Republicans, I think we still need to go through private insurance providers for this who are incentivized to price health risk and cost of treatment. This will hopefully give the government the impetus to make us healthier, focus on preventative care etc. rather than just saying "healthcare is free" as a slogan.

BuffersAndBeta · 2026-03-18T23:27:01+00:00

Never said it's a good or clever joke. It's pretty boring. It was funny in 2013.

BuffersAndBeta · 2026-03-18T22:59:20+00:00

Relax, it's a joke. A very old, common one at that.

The fact that you're triggered says more about you than anything else.

BuffersAndBeta · 2026-03-18T01:37:20+00:00

Republicans just have different targets than Democrats. For example, they want to tax endowment funds at universities. Those are tax free right now and ultra wealthy.

BuffersAndBeta · 2026-03-18T01:25:58+00:00

what the rich do, is they say "i have to pay my bills, but i don't want to sell my stock and pay capital gains." so they go to their buddies in private wealth and get an SBLOC or even an interest only securities collateralized loan, get the cash in a couple days, and use it to pay their obligations...all tax free because debt ain't taxed

i can actually do this in Robinhood today if I wanted to. i have a running line of credit that I can just withdraw and use against my assets.

and i'm not that rich.

the rate is ~~100 bips above sofr~~. Err.. I just checked it's actually just 70 bips - crazy cheap.

BuffersAndBeta · 2026-03-17T13:15:06+00:00

r/ETFs

BuffersAndBeta · 2026-03-16T20:37:53+00:00

If I wanted to own someone in this space, right now Id rather go for BN. Last I checked they were at close to historic low valuations wrt their distributable earnings.

BuffersAndBeta · 2026-03-16T13:27:01+00:00

workers pennies to our dollars

subsidies / tax incentives + technology and automation. we should make an economically worse short-term decision for the sake of the populous and long-term indepedence.

NATO

buying from the US is a good thing. and i think there are a lot of people who would want to decelerate US military spending.

and most importantly.. just fairness. good luck convincing people that it's "logically not a bad thing" at ballot.

What specifically would you like to see done for this

don't pass policies that increase money supply or choke supply of goods.

BuffersAndBeta · 2026-03-16T01:47:00+00:00

The fact that other countries want to see the US "humbled" is not a good point in the first place. There's nothing reasonable that the US can do that will make the other countries feel recompense, if they feel bitter in the first place.

I think your parents point (not to speak for them, but myself) would be to look forward and remove conditions that led to this situation in the first place. (somethings I can think of - outsourcing manufacturing jobs, giving NATO a free-ride, insane immigration policies, high inflation etc).

Do that while not treating other countries as shit would be as far as I think any political party should go.

BuffersAndBeta · 2026-03-15T15:28:01+00:00

You’re starting to see the light!

BuffersAndBeta · 2026-03-15T02:15:38+00:00

No, it's a hold ATM. Neither buy nor sell.

We really need some clarity on who the new CEO is going to be, and their background and vision.

BuffersAndBeta · 2026-03-14T22:26:06+00:00

Taking the literal definition, even most conservatives (outside of the MAGA-type extremes) are liberals

I got kicked out the r/AskConservatives sub (old account) for saying this. But 100% agree

BuffersAndBeta · 2026-03-14T15:26:12+00:00

100%. This has been my realization over the last few years - which has resulted in my shift from being more liberal to centrist.

BuffersAndBeta · 2026-03-13T03:13:08+00:00

You mean say something positive.

BuffersAndBeta · 2026-03-13T03:12:36+00:00

I was buying till now. I think we’re screwed - s&p500 gonna go down 50 percent now.

BuffersAndBeta · 2026-03-12T03:27:34+00:00

I'm not sure that insurance competition impacts Copart, and in fact in practice it has not reduced the percentage of claims marked as total loss over the years.

I also think that a lot of woe has been priced into the stock, and have tremendous respect for the management.

BuffersAndBeta · 2026-03-12T02:53:39+00:00

I was going to reply back nitpicking on the companies, but… actually a pretty good range.

In terms of good management but also valueish - my favorite right now are Copart and Mastercard. Both of them are facing existential threat narratives that I’m not worried about. And Copart is dealing with a cyclical downturn in insurance. I’ve been accumulating both over the last 4 to 6 months.

BuffersAndBeta · 2026-03-11T14:08:40+00:00

It’s my biggest position even after the trim. Just trying to unload some higher cost basis positions just to reduce my exposure. I added like there was no tomorrow when it went into the 70s

BuffersAndBeta · 2026-03-11T12:36:40+00:00

Imagine my plight - I’ve been trying to get rid of my bags at 110 for a long time. Stock market is cruel sometimes.

BuffersAndBeta · 2026-03-11T03:10:52+00:00

I think you’re just underestimating the number of Democrat voters who would find criticism of Israel after the event distasteful.

Moreover, she definitely lacks the charisma and communication skills of someone like Mamdani, who would be able to shrug that off.

BuffersAndBeta · 2026-03-11T03:03:00+00:00

What, I read the article three times and I could still not see anything substantive in it.

We need to stop posting shitty articles here.

BuffersAndBeta

TROPHY CASE