Jump to content

Blotto

Certifiably Surly
  • Posts

    15266
  • Joined

Everything posted by Blotto

  1. I'll tell you what.... https://www.statesman.com/story/business/2025/07/29/alamo-beer-has-hiccup-in-getting-king-of-the-hill-themed-brew-into-stores/85422650007/ If they can unfuck their distribution, perhaps it will be on the shelves in time for the first episode of the series relaunch. Hopefully its worth a shit, but I cant recall having any of their beers, which is odd since its brewed not too far away. Anyone familiar with their work?
  2. Why even have laws for the rich and quasi famous celebs anyway, right? Paying taxes on business revenue,etc is for the poors.
  3. Well, judging by the number of billionaires queuing up to nuzzle Trumps cock and balls, I'd say the billionaire class will take care of that issue for the dems.
  4. yeah.... that didnt happen And while those schedules aren't spectacular, at least the bad teams were mostly ranked in the 200's. Last year, there were a ton of complete shit teams ranked in the 300's. Those games aren't remotely competitive as our best player will probably make more in NIL than the entire roster of some of these cupcakes. I doubt the team gains much from those ass beatings. They probably get more out of practice.
  5. Its russia. Can we be sure thats not how it always looks?
  6. Depends on who it fell out of. [Announcer] oh no!....oh no! [/Announcer]
  7. make that 52 safety lapses, then.
  8. That dude has been looking out for #1 and vigorously huffing his own farts since he was at FSU...thats just who he is. But he usually outperforms expectations, and cfb is absolutely a more compelling product with him involved. Having his medical team around for this presser ranks far, far down the list of complaints about Deion. Hope the dude sticks around for awhile. TBH, I wouldnt hate a game in boulder some fall.
  9. Yeah, timing on entry points surely affects the comparative returns on MSTY vs MSTR, but my suspicion is that on average MSTR performs better than MSTY over most time frames. If however I choose the 2024 high for MSTR (11/20/24) as the start date of a comparison through today, than the MSTY edges out the return of MSTR. And if you look at the worst performing period of MSTR (11/20/24-04/08/25), MSTY also performs better So small sample size, but it appears that when the underlying is moving bigly, and IV spikes, the options selling ETF performs better than the underlying. In periods of normal low volatility, the underlying will probably always performs better. Which makes sense because the options premiums the ETFs can capture are lower. Ive been trying to mess around with ChatGPT more to automate shit, so I spent a bit of time this afternoon building a model that allows me to dump price data, dividend data, volatility etc... and have it compare returns assuming dividend reinvestment. Now I can dump in data from a lot more of the options selling ETFs to see what shakes out. Is there an IV sweet spot for the underlying that starts to throw the advantage towards the options selling ETFs? Its really more just an exercise to practice using AI and I'm not expecting to learn much more than higher IV = better performance on the ETFs.
  10. Stupid question time on the concept of these option income ETFs. While I'm nominally familiar with MSTY, I haven't really done a deep dive but what am I missing? It appears to me that you would be better off just investing in MSTR, or at least that has been the case since the inception of MSTY... While the chart above doesn't specifically indicate whether it is showing MSTY dividend reinvestment, I believe it does as I found a separate charting tool that specifically claims to factor in dividend reinvestment, and it provides very similar returns for $10K invested starting 2/22/24. I understand that one major difference between the two investments is the monthly income generation that MSTY provides and MSTR does not (assuming you dont take profits by selling some). But it seems a strategy of holding MSTR and selling after a year would provide far better returns, especially when you consider that you will be paying tax on your MSTY dividend payouts according to your tax rate, rather than lower long-term capital gains rate on MSTR if you hold a year. I spot checked a couple of other ETFs (TSLY/TSLA, NVDY/NVDA) and in both cases the underlying outperformed the ETF fairly significantly. Is the theory that these option income ETFs will out perform the underlying stock in periods of down years? Here's the sites I used to generate the returns https://portfolioslab.com/tools/stock-comparison/MSTY/MSTR https://totalrealreturns.com/s/MSTY,MSTR
  11. Merck's Keytruda is the world's top selling pharmaceutical with sales of $30B/yr (up 20% in 2024 alone). The patent protection on that drug expires in 2028, so Merck will be looking for ways to soften the financial impact. If Anktiva were found to be effective in a wide range of cancer treatments, my guess is there would be no shortage of suitors to buy IBRX or possibly partner to scale up the commercialization efforts. There is too much money to made in cancer treatments to allow IBRX to wither on the vine for years if (a big IF) Anktiva is found to dramatically improve cancer treatments across multiple indications.
  12. I presume that their torrenting/seeding efforts extended far beyond porn and included movies, TV shoes, music videos, etc... If thats the case, we can be sure Meta will be held accountable, correct? Or maybe the government will do mark a solid, and just ask nicely that they stop doing illegal shit.
  13. yeah I just saw this article on ESPN....check out the video and that track they are racing on. its like the Serbian equivalent of small town texas dirt track racing. Dude cracks me up. Lebron level talent with none of the obnoxious ego. https://www.espn.com/nba/story/_/id/45839089/nikola-jokic-celebrates-horse-winning-race-serbia-denver-nuggets
  14. What in the wide wide world of sports is a goin on here. I hired you people to try and get a little track laid..... Also looks like jerruh paid ole charles haley to fellate him in public. I'm a bit surprised Charles didnt whip out lil Chuckie for Charlotte like he used to for the team.
  15. Laughable to assume this is the end of it. Some politician will say the wrong thing about Trump or some country will enact a policy he doesn't like, and he will slap a new tariff on him. I'm still trying to figure why increasing our costs by 15% is a win for America, but the markets seem to shrug it off.
  16. fixed for accuracy https://www.nytimes.com/athletic/5701165/2024/08/19/2024-heisman-trophy-odds-dillon-gabriel-carson-beck/
  17. I'm with derka. We schedule non-conference like absolute pussies and its bullshit. I don't give a fuck how our current approach "games" the system. I'd rather play a respectable slate of games then worry about a one or two seed diff in the tournament. And if a couple of more early losses means we miss out on the tourney, the team probably ain't worth a shit anyway.
  18. MarkWayne is the perfect embodiment of the state of Oklahoma. Galactically stupid with a worldview that can only be honed in the throws of passion while fucking your homeroom, homeschool teacher.
  19. Longer balls, longer days = optimal ball sunning conditions. I dont see what the problem is.
  20. I like how rogan admits he's a fucking pussy and didnt push back at all on Patel when Patel lied to his face. "I'll just let the internet take care of it", lulz.
  21. Oof... you don't see this too often with outfielders. And Judge is one of the very few yankees over the years I couldn't immediately bring myself to dislike. Hope he sticks around in the HR race with Raleigh and Ohtani.
  22. To be fair, he was facing a triple dog dare....the coup de grace of all dares.
  23. Beware of all of the f'n delicious vittles available at the casa de Shank....those lbs will sneak up ya.
×
×
  • Create New...