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Type: Posts; User: 4matic

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  1. Replies
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    Peyton and Eli are tolerable. More than...

    Peyton and Eli are tolerable. More than elementary detail is interesting.
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    2022/23 NFL Thread

    Good choice. Fits the need:

    Josh Johnson had his name on many team's draft boards. He was aided by his impressive NFL Combine performances, in which he posted the best 40-yard dash time (4.53)...
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    First day at Sierra today. Good vibe. Very...

    First day at Sierra today. Good vibe. Very small crowd. Great snow. Some areas off Grandview cannot open this year. Way too much debris and uncleared lumber 436862
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    It’s the kid starting this week no matter what...

    It’s the kid starting this week no matter what I’d think.
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    They might not do anything criminally for under a...

    They might not do anything criminally for under a million but they’ll collect $10 if they think it’s owed and never give up.
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    Mayfield would add the running qb element the...

    Mayfield would add the running qb element the niners need. The offense was designed to have a running option with Lance
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    Kind of a fall guy for widespread financial fraud...

    Kind of a fall guy for widespread financial fraud caused by bank deregulation of 80’s. S&l’s, MLP’s, junk bonds. Greed is good.
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    DJIA is unch yoy. Down 5% ytd. Could easily...

    DJIA is unch yoy. Down 5% ytd. Could easily close plus on the year.
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    10y and DXY both closed at 6 month lows and on...

    10y and DXY both closed at 6 month lows and on the lows of the week.

    Well done BobMc. Keep those dividends rolling. $5k a year now!
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    10y note back to the June high.

    10y note back to the June high.
  11. Thread: Kitty Stoke

    by 4matic
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    829,203

    Too warm for cat unless it’s adjustable. ...

    Too warm for cat unless it’s adjustable.

    “However, as it is recommended that the bed temperature should be the same as the normal body temperature (about 101.5 Fahrenheit for both cats and...
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    Jimmy G just not strong enough or fast enough for...

    Jimmy G just not strong enough or fast enough for todays game
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    Brilliant coaching by Jim Harbaugh. All those...

    Brilliant coaching by Jim Harbaugh. All those huge plays are no accident.
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    Feds “should have” clamped down on it early and...

    Feds “should have” clamped down on it early and often but they let it ride in deference to free market capitalism. Maybe something good comes out of it but doubtful.
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    Bitcoin....who's gotten into it?

    Bullshit. Buyer beware. You were warned by the regulators.
  16. Replies
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    At your age bonds are no brainer but if 50%...

    At your age bonds are no brainer but if 50% drawdown doesn’t change your lifestyle let it ride. 60/40 up 10% last 30 days.
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    The dollar is a bit weaker bouncing around a four...

    The dollar is a bit weaker bouncing around a four month low. Another momentum move takes DXY to 100 which is a long term pivot. That’s bullish
    For stocks and bonds.
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    JPM probably has big clients that need a...

    JPM probably has big clients that need a repository to get the stank off their year end statements.
  19. Elon and AOC ...

    Elon and AOC

    https://twitter.com/mayemusk/status/1595389099384655873?s=20&t=cz1Xs347yaAYIqvNsEQvgg
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    Good to see the dollar getting hit the day before...

    Good to see the dollar getting hit the day before a holiday and a long weekend. It enforces the trend lower. Same with crude oil.
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    RW just not that adaptable to a new offense. If...

    RW just not that adaptable to a new offense. If he’s committed to playing next year will be better.
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    I really like the R-class. It was way ahead of...

    I really like the R-class. It was way ahead of its time since they all look like that now.

    R500 has the sweet N/A V8. If my wagon bites it I’d consider one.
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    Last summer: Grayscale Sues SEC Over Bitcoin...

    Last summer:

    Grayscale Sues SEC Over Bitcoin ETF Application Rejection.

    The SEC rejected Grayscale's application to convert its Grayscale Bitcoin Trust to an ETF
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    Real estate depends on how much you need to...

    Real estate depends on how much you need to finance. I wouldn’t look at it as an investment.
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    Is that guy casting from a closet?

    Is that guy casting from a closet?
  26. Thread: Iran

    by 4matic
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    Not over ...

    Not over

    https://twitter.com/ianbremmer/status/1594093644662784000?s=20&t=FnpaJNb8_BrjPRkLV9t1Dw
  27. When we got bought by Silver Lake Partners they...

    When we got bought by Silver Lake Partners they shut down geographic redundancy because they were willing to risk outages assuming it wouldn’t hurt client retention.
  28. I agree with the bloat. In todays corporate...

    I agree with the bloat. In todays corporate world everybody is a manager or supervisor. When we got bought by Lotus Development back in the day they basically demoted every manager down a level and...
  29. If Twitter plods along with 10% of the former...

    If Twitter plods along with 10% of the former staff what does that say about the rest of the tech bloat?

    Maybe you don’t need 3x redundant engineers.
  30. Used Tesla prices have declined 13.75% over the...

    Used Tesla prices have declined 13.75% over the last 90 days.

    By far the worst of any OEM.
  31. Just following the rules: 3.) Walk out of...

    Just following the rules:

    3.) Walk out of meetings and calls if you are not adding value
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    What do you want? A medal?

    What do you want? A medal?
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    That’s what a chart potentially sorts out. Price...

    That’s what a chart potentially sorts out. Price is truth.
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    Fed should use QT to tighten policy from here. ...

    Fed should use QT to tighten policy from here. It’s more important to roll off the balance sheet. If they weaken demand too much they won’t be able to sell bonds. That said, Fed overtightening is...
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    Charts are a tool. A way of measuring risk...

    Charts are a tool. A way of measuring risk reward and entry points.

    I would call the risk/reward ratio on WTI about even so it would be a weak conviction short
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    One more point.. Price is lower than when...

    One more point..

    Price is lower than when OPEC cut production. All the political hand wringing was just that.
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    Is the stock market going to tank?

    If future demand is a known known, why is price near a 52 week low? Down almost 50% from its high. What’s another $25 to $50?

    Especially after a 10% correction in DXY. If the dollar...
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    Is the stock market going to tank?

    That’s the thing about chart analysis. It’s not science. My view of the chart says $50

    Here’s some data points though:

    Shipping rates collapsed. Ships sitting idle. Major source of diesel...
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    WTI price has pivoted around $50 for a couple...

    WTI price has pivoted around $50 for a couple decades. It wasn’t that long ago you couldn’t give it away.

    Those points you made are not new. US and China trending toward more EV use. Less...
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    Future supply chain stress nonexistent per...

    Future supply chain stress nonexistent per November ⁦@KansasCityFed⁩ Index … outlook for supplier delivery times has crashed to lowest on record
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    I don’t think putting a floor on price was a wise...

    I don’t think putting a floor on price was a wise idea. If Ukraine resolves prices will collapse.
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    Anywhere. Just my interpretation of the long term...

    Anywhere. Just my interpretation of the long term chart. There is some support around $75 from 2019. It’s breaking down below a well tested low and previous high around $80.
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    Ytd low in WTI Crude.

    Ytd low in WTI Crude.
  44. Twitter outages from recode reporter ...

    Twitter outages from recode reporter

    https://twitter.com/ranimolla/status/1593432241589346306?s=20&t=Buc3fcIHhLU5Vmqz6GJtcA
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    Bitcoin....who's gotten into it?

    The silicon crypto slovenly slob fashion is definitely out. I’m guessing jacket over t-shirt at a minimum.
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    bullish, but it is an expiration week. ...

    bullish, but it is an expiration week.

    “Yesterday's equity put/call ratio was literally off the charts at 1.46. That's higher than the Covid Crash”
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    Agree with the FT. No new regulation. Enforce...

    Agree with the FT. No new regulation. Enforce existing law on illegal securities.
  48. Replies
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    WTI Crude oil chart looks like $50.

    WTI Crude oil chart looks like $50.
  49. Thread: Ukraine

    by 4matic
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    721,445

    Gazprom chart. Not doing so hot. How’s the...

    Gazprom chart. Not doing so hot. How’s the dividend?

    https://www.tradingview.com/symbols/MOEX-GAZP/
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    It was disappointing seeing Steph join the shill.

    It was disappointing seeing Steph join the shill.
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