After many puts expired in January, a lot of cash was freed up. U.S. stocks are so expensive, yet people are still messing around with them. T-bill interest rates have also dropped, making it a bit tricky. Starting to think about TSM. I knew 35 years ago that TSM was a very impressive company. But after starting to invest, I never pulled the trigger, mainly because I felt it was a very capital-intensive business. Now I'm paying attention. Being fully invested is a joyful thing, while being in cash feels somewhat uncomfortable.
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