MARKETS,Anybody even yet?

[dinghy]

Like I said earlier, I missed the boat on UNH.

What do you think the stock is worth? To my eye, I think $400+ but my confidence is lacking. You have to believe it's possible for Wall Street to severely disconnect from reality. That is my view, but I'm a heretic.

I plan to trim above 375, or add more below 250. Otherwise I hold.

I like to buy panic, and that's hard to find at present. I'll add to my gold miners if they break below the recent lows. Otherwise, I'm watching Treasuries closely. I'm still liking the risk-reward above 5% on the 30-year.

Quarterly 13Fs are out. If I saw correctly, Berkshire again held steady on its AAPL position. Data through March 31. I don't like AAPL, but it's had a little of the froth removed, now losing 15% YTD.

[olds442jetaway]

My gut feeling is the banks, funds, and big investors will prop up UNH, but it’s just a guess on how they may react to keep from losing even more money. That 400 number is probably about right. Again just a guess. It’s almost one of those too big to fail situations. I don’t own any, but my 403b probably has some. Also own AAPL, but only through Berkshire and my 403b.

[dinghy]

It’s almost one of those too big to fail situations.

Yes.

Insiders were buying below 300.

https://x.com/DeepIceValue/status/1923595569143951572

$25m from the CEO, 5m from the CFO/President.