41 > 42? N(p) will always be at least N(N+1)... (portfolio holdings 4 of 5)

 ...unless you somehow remove all - all - alternatives, place everything into the present expression, remove or squeeze all the past (integral of meaning) and future (uncertainty) into a believed certain controlled (more trolled) now. An infinite power curve of everything. 41. A very, very violent 41. 

What we got now in our world is-are... though it's gotten hackneyed by now from me here, for those few friends who have read more than a couple posts over these years - a small group of fear-carrying people trying their best to shove their little 41 down not merely all of our, but of all possible universes, throats. Supported of course by a less small group who basically consider themselves quite superior to, ya know, all those poor aboriginal-backward types that never the less 'need our help. Because we're smarter AND we're gooder ANS dammit, people like us.' Amen. (You know them if you're not one of them. We have a word - implies a bit of a spectrum but when someone is over a sort of threshold, it applies: hypocrite(s).)

 Alas for those later, a direct message: you're not part of the club. Once everything has been taken from those dumb MAGA's and the like, which they've basically done already, that tiny-tiny group will be stealing everything from you. Sideways-foreplay-like at first (they already are) before shoving it in deep, taking pleasure in any of your protesting and pain. However... 

 Ya' know, thing is... it doesn't work. Never will. True, that only piques their, the 41's, desperation into more aggressive forms of sadism as mentioned. But. It still doesn't work - that their presumptive attempt to squash 41 somehow into all of 42. The universe, our world, has a way about it, something that refuses that sort of forced containment. Wiggle-wiggle-wiggle, it slips away. Plus - there are much bigger problems that more determinately affect and effect everyone, from microplastics to global warming (odd for those 41-ers to understand but those two subjects already are actually interconnected as well - the former by now unavoidable even in any scifi fantasy. The later pretty much to but we might come up with some sort of mitigation. Might. The former... is everywhere already and is even, along with all the other shit, accelerated warming.) Relavant links below.

everywhere

heating everything

Recycle all you want, those of you in the 'we're so smart' group-tribe-thingy. As mentioned by many even looong ago... as in: wtf? That's a bit like confounding the building of a dam to stopping the rain. A bandaid on a severed major artery. If you're serious, you stop producing the shit, as much as possible, everywhere. Period. As we did for HFC's and such to save the ozone. You don't... ship a small fraction of the stuff to Bangladesh or some port city in Africa at most 7 times making 7 reincarnations before, nevertheless, it enters completely the biosphere - and call it innocuous recycling. Then do a circle jerk at how better-righteous-smart we are than them'uns. Anyway. Enough of that rant.

A different rant. Make a few things clear, ie: Libya and Libyians is-are much worse off today than before Obama and company murdered Gheddafi. Who, by the way, was far from universally hated. Living standards under his regime improved dramatically - they've declined drastically since we murdered him; The vast majority of accusations against Assad jr. were false but sanctions applied did result in the deaths and poverty of many innocent children and adults. Most Syrians are worse off today - even discounting all the murders the current installed government continues comitting; The Ukrainian government the West largely installed, undemocratically, in Kiev did murder thousands of ethnic Russians in The Donbas before the Russian invasion to secure the same region. The region itself is not historically part of the Ukraine. Though noted as one of the most corrupt countries in the world, seat of human child trafficking, etc. it did have a lot of natural resources and in any case it and its peoples were much better off before we paid for the Maidon revolt. One can go on, place a bizillion links to documents but... it's not the point. If you're even minimally informed and unbiased you'll nod in a blase manner on all above points and already have in mind others. But the more important notion, the points to clear: WE are all worse off in all ways because of each of those events or actions. It didn't help us at all. The opposite. WE paid and are still paying for them. By contrast... let's say... congresspeople and Israelis have heavily subsidized healthcare. And get really, reallly, realllly cheap loans from banks. The Bently dealership in Kiev has the 2nd highest unit sales in the entire world. And club 41 members...(note: the graph ends BEFORE things got really bad:)  

 Today you can add non-kinetic wars to the list. 41 vs 42 But that small group of 41-ers realllly wants the kinetic. Against Russia. To steal all that great stuff those human bears have beneath the ground. Not for you or your sake or our sake. There is no our, for them. You'll simply have to pay for it. With everything. Even you life, if young enough. 

Is that what you want? 

Onto the portfolio holdings. As of June 4th open, since its Sept 8th, '25 inception returns are 22.5% vs 18% total returns (including reinvested distributions) for the S&P.  It's been a bit brutal since the start of the Iran party thingy, down a bit less than 2 percent over these 3 months. Disclaimer:(Note to anyone perusing: for now, I've none of these things - those who know me know the primary cause. He did actually steal literally every thing. Just suggestions these and no conflicts of interest or certified advice. Investing, or betting, is always problematic and filled with risk. Then again, so can be eating a pizza.) 

part 1 

part 2

part 3

part 4: 

1. LQDA, liquidia. Pulmonary arterial hypertension, the stock price already popped up. Pipeline of course seems great but.. there's many a slip. Between the cup. And. The Lip. Still, hang on to at least a sip or two.

2. MGY, Magnolia oil & gas. No debt, cruising along, great management. It'll fall with any peace deal or from the mostly expected global slowdown but... it's not so expensive now. That said...what will happen to prices once things get resolved, seeing as it's become apperent that prices before the war were being heavily influenced by Chinese over-buying to strenghten its reserves?  

3. MGYOY. Hunagian energy. It's already popped (and sold) awhile ago and has drifted a little back down. It should and would be a no-brainer but... so much depends on politics. 

4. NEM. Newmont mining. Gold mining. Or THE gold miner, as it were. I'd expect it to drop along with gold and silver prices first before being revalued more.... accurately. 

5. NLR. Another ETF - Nuclear. Another obvious deal for all the obvious reasons.

6. NUVB. Nuvation. Oncology. Small cell lung cancer first in line, targeting freaked out proteins via TKI ignnoring (increasing) mutation-stealth. 

7. NVDA. shorted. Weird accounting, was priced for sustained so-called perfection - for many years. 

8. OKLO. Nuclear. Fission, to -which is sort of still like believing in tooth fairies - but modular production as well - the data center, Dalek-Borg-exterminate-resistence-is-futile thing. Lots of cash, big speculate. 

9. PCRX. Non-opoid pain management.  

10. PIO. ETF - water. 

11. QQQ. Negative as in shorting the Nasdaq. It's an ouch for now. Likely I won't be doing such, much, again - shorting specific companies has worked very well but doing the indexes for defensive positioning... well, maybe. Patience and discipline. But shorting takes, in the end,much more work than I'm willing to place.

12. RCUS. Another that's already popped. (Yes, the biosciences stocks as what seemed to nearly always happen then, in a past life, have done absurdly well. Which yes would lead one to wonder - why bother with asset management at all, simply focus, as once upon a time, on what seems to be fewer market misrepresentations. That's probably correct, after all.)

Anyway, it's all boring crap this. Go outside, do not bring your cell phone along. Start walking and looking about. And just keep walking...