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52-80

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Everything posted by 52-80

  1. Are you saying that the Js did this?!?
  2. All of them. Lol. Old economy is looking nice. Altria prints a fat fucking net margin at a 4x revenue multiple. Coke does a steady 25% margin against steady growth at 6x valuation. Both at a slight discount today.
  3. if it keeps going, we all owe Eddie a beer
  4. if the markets' circuit breakers were signaled by a real life guy
  5. schwab app has technical error right now - cant log on (its been happening quite frequently recently). matt levine has a funny bit about how during market distress, people who cant access their account fare off well because it prevents them from panic selling
  6. global indices are all red so there may be too much of a downward cascading effect
  7. LFG ! 🦬🦬🦬
  8. because real shit like physical gold is never volatile
  9. or you might get a vw touran or sharan minivan or something like that. transit kinda overkill
  10. driving in uk is actually not that tight, certainly not compared to urban and medieval city centers of the continent. for 5 pax a skoda octavia or superb wagon will be good. they are the size of bmw 3 series on the outside, with more interior volume than 5 series on the inside. should be comfortable for short drives unless you're a family of linebackers.
  11. my short position on nvda is starting to approach flat after getting stomped squarely in the dick for a couple of months 🥴
  12. Who's dumber: mom for giving daughter this name; or govt employee for thinking civilians cant adopt a trademarked name https://www.bbc.com/news/articles/c4ng1xd06xwo
  13. Fun stuff to watch: whether the dept of treasury's financial stress index reaches positive, which defines a state of "stress". The index is constituted from the 5 colored categories below, 4 of which is starting to get tested. And then this is the leverage amount of the 2000+ qualifying hedge funds, which are $150M+ in size. Higher leverage means stronger amplification of market moves i.e. accelerates volatility
  14. There's roughly $10B of creditor repayment from the Mt Gox bankruptcy that started distribution just last month. One wonders how much of that newly-recovered funds is being liquidated to support or take advantage of the Nikkei crashing. And over the weekend there was also news of Jump Trading, a large prop firm / market maker, liquidating its books (shuttering the business?). That may have caused some crypto accounts to deleverage
  15. Subforum Traffic Falling Like Whoa
  16. Berkshire always keeps a gigantic warchest. Their cash + short term treasuries (ie very liquid) are the same size as all their stock investments combined. Almost $300B each. Warren might go on a discount buying spree soon...
  17. 60/40 or risk parity is finally doing its job for the first time in like... literal years.
  18. 1 crypto market maker shut shop over the weekend and liquidated all their positions. Looks like their drawing down the market is cascading to other participants. VIX futures doing incredible things today. Up 60% so RIP short volatility guys. But hey…long treasury bonds been healthy 😮‍💨
  19. If its fridged at the store its fridged at home. Unless if its opened. Highly acidic stuff shouldnt need it.
  20. Didnt know these fuckers did a sedan
  21. I beat Warren to the punch 1 month ahead 😤
  22. If you approach this with a pessimistic lens you could have extended this question to the 10 years and you could have also argued no for an answer. From last few years, from my own personal use Apple’s M series has been incredible. Better processing allows better computational photography, like all the portrait and hdr tricks, super high resolution and framerate video capture and production on a cell phone alone, on-device live language translation, etc etc etc. Theres never been any tech innovation in a 3 year window that overnight makes a person twice as productive, but i bet you wouldnt commit yourself to this 3-year old tech for another 3 years, would you?
  23. Sure, having a domestic foundry is value in and of itself. But as far as Intel getting trounced by AMD and NVDA in the last years, isnt that due to their inferior performance which is a function of planning and design, not a consequence of e.g. production inefficiency and high defect rate and factors like that
  24. I’m just a tourist to the semi industry but isnt the core value of these companies in chip design, not chip manufacturing - which itself can easily be outsourced
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