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  1. Replies
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    Sell side mortgage bond brokers asking for Fed...

    Sell side mortgage bond brokers asking for Fed help with margin calls.
  2. https://www.totalwine.com/dynamic/x1000,sq/media/s...

    https://www.totalwine.com/dynamic/x1000,sq/media/sys_master/twmmedia/h28/hb0/12249652756510.png
  3. Thread: Chinese Rat Flu

    by 4matic
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    348,460

    Cal is all bag your own now. Safeway sent out...

    Cal is all bag your own now. Safeway sent out notice to retired and former employees offering $2 an hour raise.
  4. Thread: Chinese Rat Flu

    by 4matic
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    You’ve read it here. All those people lining up...

    You’ve read it here. All those people lining up at the stores to stock up are the problem. Food magically appears every night. No need for concern.
  5. Thread: Chinese Rat Flu

    by 4matic
    Replies
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    Chinese Rat Flu

    Maybe a night in virus rich jail would shut him up.
  6. Cool to see this stuff. Thanks.

    Cool to see this stuff. Thanks.
  7. Thread: Chinese Rat Flu

    by 4matic
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    India: my former engineering team went there...

    India: my former engineering team went there three weeks ago. Temperature checks at the airport and the hotel every time and questioning where they were and meetings. So they had already taken...
  8. Fishing pole holder?

    Fishing pole holder?
  9. Thread: Chinese Rat Flu

    by 4matic
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    I been wearing one on transit and theatre since...

    I been wearing one on transit and theatre since January. Grocery for a month I just keep a procedure mask in the car and re-use it. Better than nothing.
  10. Thread: Chinese Rat Flu

    by 4matic
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    Which one?

    Which one?
  11. Replies
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    What is a representative current rollover...

    What is a representative current rollover adjustment rate on a 5/5 arm fixed at 2.5?
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    That's up to the mortgage holder. Most banks...

    That's up to the mortgage holder. Most banks have front run delays. The Fed purchases are for liquidity which you mentioned so mortgage loans are available.
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    https://www.newyorkfed.org/medialibrary/media/mark...

    https://www.newyorkfed.org/medialibrary/media/markets/ambs/AMBS-Schedule-032720.pdf
  14. Thread: Chinese Rat Flu

    by 4matic
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    348,460

    Another view ...

    Another view

    https://www.google.com/amp/s/www.rfa.org/english/news/china/wuhan-melee-03272020131506.html/ampRFA
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    Re-sand and use a different stain or finish.

    Re-sand and use a different stain or finish.
  16. Thread: Chinese Rat Flu

    by 4matic
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    Riots in Wu Han. ...

    Riots in Wu Han.

    ...
  17. Replies
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    Search: Michael Markowski fraud

    Search: Michael Markowski fraud
  18. Thread: Chinese Rat Flu

    by 4matic
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    348,460

    You must be going to the store a lot to know that

    You must be going to the store a lot to know that
  19. Thread: Chinese Rat Flu

    by 4matic
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    348,460

    Quite a few in this thread called people stocking...

    Quite a few in this thread called people stocking up early hoarding idiots. There is no perfect way to deal with lives being disrupted.
  20. Thread: Chinese Rat Flu

    by 4matic
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    348,460

    High pollen days are disquieting. Rat flu or...

    High pollen days are disquieting. Rat flu or allergy..
  21. Thread: Chinese Rat Flu

    by 4matic
    Replies
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    Where you think you caught it? I know you travel...

    Where you think you caught it? I know you travel and go out a lot but curious if you can isolate the source.
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    In 2009-2010 300 banks went bankrupt. It was...

    In 2009-2010 300 banks went bankrupt. It was almost a daily event. I have to think retail and restaurants will have the same fate. When the dominoes start falling it will happen fast. They were...
  23. Thread: Chinese Rat Flu

    by 4matic
    Replies
    9,493
    Views
    348,460

    Coyotes are being seen on the empty streets of...

    Coyotes are being seen on the empty streets of San Francisco
    https://www.sfgate.com/living-in-sf/article/Coyotes-are-being-seen-on-the-empty-streets-15159105.php#photo-19216689
    ...
  24. I rented this on Amazon but figured here was a...

    I rented this on Amazon but figured here was a good spot and didn’t find it elsewhere.

    “The Greatest Showman”

    I loved it. Great musical. Zendaya is super hot.
    ...
  25. Replies
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    Is the stock market going to tank?

    Brock used to talk about that; risk in duration bond funds. He’s right. I’m 98% cash because there’s just too much risk in duration. Downside risk just not worth it.

    If you have target funds...
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    Tested positive for rat flu 322420

    Tested positive for rat flu

    322420
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    It worked. Market seems to think it will work...

    It worked. Market seems to think it will work again. It's like running the same play in football. Keep running it until it quits working.
  28. Thread: Chinese Rat Flu

    by 4matic
    Replies
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    Friend doing photo journalism of daily life in...

    Friend doing photo journalism of daily life in NY.

    https://m.facebook.com/Peter-Turnley-104773159554054/
  29. Replies
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    To counter that. Companies like Apple and...

    To counter that. Companies like Apple and Microsoft have value more than governments do. They deal globally in debt and currency and are Nations in and of themselves.
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    Stimulus works off your 2018 or 19 line 8b. I...

    Stimulus works off your 2018 or 19 line 8b. I suspect if you haven’t filed your 2019 and it is over the limit you’ll get a bill for it later.
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    I would question the upgrade cycle for Apple. ...

    I would question the upgrade cycle for Apple. The stock is down a lot but they will have trouble with lower end consumer and supply chain for quite a while. They do have that cash pile but they...
  32. Replies
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    Higher unemployment is not bad for a lot of...

    Higher unemployment is not bad for a lot of public companies (especially tech): Higher labor pool, less pressure on wages, no incentive for staff retention incentives and a good excuse for force...
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    Stimulus style stocks rallied today. Growth was...

    Stimulus style stocks rallied today. Growth was down.
  34. Replies
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    I checked out Marriott cleaning protocol vs...

    I checked out Marriott cleaning protocol vs Airbnb. Airbnb is a suggestion.
  35. Replies
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    “The fool doth think he is wise, but the wise man...

    “The fool doth think he is wise, but the wise man knows himself to be a fool.” – William Shakespeare
  36. Replies
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    This is fair: The legislation prohibits...

    This is fair:

    The legislation prohibits federally elected officials and their immediate relatives from obtaining funds from the $500 billion program.
    Businesses that are owned or partly owned by...
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    Yield curve is steeping. Another short term...

    Yield curve is steeping. Another short term victory for Fed.
  38. Replies
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    There are a lot of people working at the...

    There are a lot of people working at the properties. I'm not sure I'm against helping those businesses with some oversight. Had he divested into a trust it wouldn't be an issue.
  39. I thought it was ok. Glad it won BP compared to...

    I thought it was ok. Glad it won BP compared to the typical movies we get now. "Ash is Purist White" is, imo, a much better movie and deserved far more recognition than it got.
    ...
  40. Replies
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    Too early to tell. It will depend on how MBS...

    Too early to tell. It will depend on how MBS recovers. Securitized mortgage loans could still have liquidity problems. If you can't sell bonds you can't sell mortgages.
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    Good for ARM mortgages: Yields on both the...

    Good for ARM mortgages:

    Yields on both the one-month and three-month Treasury bills dipped below zero Wednesday, a week and a half after the Federal Reserve cuts its benchmark rate to near-zero...
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    10% swings is not what I'd call steady

    10% swings is not what I'd call steady
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    Short sighted. What happens next winter without...

    Short sighted. What happens next winter without containment?
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    "40 years". Not much value in my quote and it...

    "40 years". Not much value in my quote and it was a random quote at that.
  45. Thread: Chinese Rat Flu

    by 4matic
    Replies
    9,493
    Views
    348,460

    How mobile and accessible are those remote poor...

    How mobile and accessible are those remote poor populations? It's not like New York, Italy, and Spain full of global tourists and travellers. If it is contained in the large cities it might not hit...
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    Best hire I ever made was a woman with a 5 yr gap...

    Best hire I ever made was a woman with a 5 yr gap in her resume for child care. HR only forwarded her because our base pay was lower than the market and we were desperate for candidates. She’s a...
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    With all that corporate debt to service what...

    With all that corporate debt to service what happens to dividends? Buybacks are going to crater for sure and I’d suspect large cap dividends to go flat or negative for a while.
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    Blackrock BBB credit assessment December 2019 ...

    Blackrock BBB credit assessment December 2019

    https://www.blackrock.com/institutions/en-us/insights/investment-actions/assessing-risks-in-bbb-corporate-bonds

    The investment-grade corporate debt...
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    https://pbs.twimg.com/media/ET9S168XQAEN5CH?format...

    https://pbs.twimg.com/media/ET9S168XQAEN5CH?format=jpg&name=large
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    Stocks aren't trading on fundamentals right now. ...

    Stocks aren't trading on fundamentals right now. Last week was a quarterly expiration. That's a big deal with volatility value built up in options and leveraged etf's. Derivative and hedge...
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