Search:

Type: Posts; User: 4matic

Page 1 of 6 1 2 3 4

Search: Search took 0.60 seconds.

  1. Replies
    9,305
    Views
    1,024,377

    So we can stop calling them currency?

    So we can stop calling them currency?
  2. Replies
    9,305
    Views
    1,024,377

    Bitcoin....who's gotten into it?

    Iím looking for the lost de vinci and nazi gold. Im also certain there is no gold in Fort Knox.
  3. Replies
    9,305
    Views
    1,024,377

    Bitcoin....who's gotten into it?

    Create a sense of scarcity with an illusion of lost supply owned by an imaginary friend. Fairy dust and unicorn stuff
  4. Replies
    9,305
    Views
    1,024,377

    Currency trends much farther and longer than most...

    Currency trends much farther and longer than most expect. Although, long currency trends have been fleeting in recent decades. In 2010 we were post GFC and rates in Europe were much higher. Bund...
  5. Replies
    9,305
    Views
    1,024,377

    Just to be clear, my investments are levered to a...

    Just to be clear, my investments are levered to a lower dollar. Strong dollar hurts me going forward as I have a lot of EM sovereign dollar bond exposure.
  6. Replies
    9,305
    Views
    1,024,377

    Three things are supporting the USD: 1. Oil...

    Three things are supporting the USD:

    1. Oil is priced in dollars.

    2. US interest rates are much higher than other major currencies; even China!

    3. Reserve status in times of turmoil.
  7. Replies
    9,305
    Views
    1,024,377

    This is not true. It might add some value but...

    This is not true. It might add some value but reserve status is a banking function. Itís how global transactions are priced. The dollar was 30% lower not too many years ago.
  8. Replies
    9,305
    Views
    1,024,377

    Bitcoin....who's gotten into it?

    Drumbeats for the demise of the dollar have been loud since the end of Bretton Woods System
  9. Replies
    9,305
    Views
    1,024,377

    Bitcoin....who's gotten into it?

    Money for Luna came from this guy:

    Since 2010, Vinod Khosla has been engaged in a legal dispute surrounding public access to Martin's Beach, several miles south of Half Moon Bay, California,...
  10. Replies
    9,305
    Views
    1,024,377

    Bitcoin....who's gotten into it?

    Luna was funded by ďWall Street typesĒ. You canít have it both ways. Fact is, that $40-60 billion was just an illusion sold by those same Wall Street types. There is no altruism in crypto. You...
  11. Replies
    277
    Views
    19,228

    Where to Invest Money Right Now?

    My view on energy is that itís still great for income but now that every one loves it Iíd be on alert for a pullback.
  12. Replies
    277
    Views
    19,228

    BOTZ Has performed well with global...

    BOTZ Has performed well with global diversification
    ...
  13. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    Dalio has consistently said that a real rate of return going forward will be difficult and requires a very broad diversification

    Good video. Really like both long term views.

    An optimistic...
  14. Replies
    277
    Views
    19,228

    +2 on MT advice right now. After balanced funds...

    +2 on MT advice right now. After balanced funds got pummeled I think they have good value. Maybe even a global fund like GBLAX

    https://www.morningstar.com/funds/xnas/gblax/portfolio
  15. Thread: 2022 PGA

    by 4matic
    Replies
    32
    Views
    1,344

    Great course. Big

    Great course. Big
  16. Replies
    15,974
    Views
    1,592,595

    Rates rolled over pretty well into support. HYG...

    Rates rolled over pretty well into support. HYG down on the day. That needs to show some strength.
  17. Replies
    21,516
    Views
    2,185,565

    10y rate near a six week low

    10y rate near a six week low
  18. Replies
    21,516
    Views
    2,185,565

    Real Estate Crash thread

    My hood 95762 is still selling ok. The nicest ones go in a weekend. Itís a popular Bay Area exodus spot. 3 years ago houses languished here.
  19. Replies
    21,516
    Views
    2,185,565

    Itís always a great time to buy! 8% rates will...

    Itís always a great time to buy! 8% rates will ripple across the economy with much higher unemployment and credit card payments will be up 5%

    Rates will be lower next year. Deflation still the...
  20. Replies
    15,974
    Views
    1,592,595

    Airlines are booked for most of the summer and I...

    Airlines are booked for most of the summer and I Suspect most of those fares were booked before the increases. After the summer season weíll see. The Easy Jet CEO is not clear after summer.
  21. Replies
    15,974
    Views
    1,592,595

    What if inflation really is transitory? All...

    What if inflation really is transitory? All this hand wringing could be completely misplaced.
  22. Replies
    15,974
    Views
    1,592,595

    Whatís the hurry for USA now that demand has...

    Whatís the hurry for USA now that demand has cratered? All that extra ordering is going to cause widespread price cuts. Just wait till the layoffs hit.
  23. Replies
    15,974
    Views
    1,592,595

    Container rates dropping ...

    Container rates dropping

    https://www.freightwaves.com/news/sky-high-container-shipping-rates-are-falling-back-to-earth/amp
  24. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    When China started locking down massive port cities like Shanghai and Shenzhen to prevent the spread of COVID-19, fears mounted that maritime supply chain disruptions would get even worse. That...
  25. Replies
    15,974
    Views
    1,592,595

    Double ordering microchips. Always a boom bust...

    Double ordering microchips. Always a boom bust cycle.

    Look at all the retailers. Starting to be a theme.

    ďRoss Stores fell more than 18% after the retailer posted first-quarter revenue...
  26. Replies
    15,974
    Views
    1,592,595

    Let me guess? Gold!!

    Let me guess? Gold!!
  27. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    There are two parts of QT. Roll off and selling. Most of the Fed balance sheet is in one to five year maturities so most of that can roll off. The bonds they choose to sell can be sold at auction...
  28. Replies
    15,974
    Views
    1,592,595

    Iím with her on this one. Deflationary forces...

    Iím with her on this one. Deflationary forces will return. Thatís why I went long bonds of many flavors.
  29. Replies
    15,974
    Views
    1,592,595

    ďThere If inflation remains persistent, as I am...

    ďThere If inflation remains persistent, as I am laying out, bonds return of capital feature will become decimated by said inflation.Ē

    Pretty sure we have a printing press so you will get capital...
  30. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    ďDonít you know there are people starving in AfricaĒ

    America has 10 trillion in calorie reserves they can burn off.
  31. Iím sure there are legit bots setup to scan words...

    Iím sure there are legit bots setup to scan words and data and not just spam. Itís part of the value in social media.
  32. Board has already said there is no hold on the...

    Board has already said there is no hold on the deal and they are enforcing it at full price. Period
  33. Yes yes no

    Yes yes no
  34. Elon Musk: Smartest Guy in The World or Complete Clown?

    Thereís no perception. Heís made his views and actions crystal clear. Itís weird that suddenly heís some kind of right wing hero now. Maybe heís gonna start building trucks.
  35. And, he met with board for three days.

    And, he met with board for three days.
  36. Elon Musk: Smartest Guy in The World or Complete Clown?

    I was with a public company owned by Silver Lake and Warburg Pincus that got acquired. I gave a facility tour to the CFO and he was fuming. ďDid former CEO know this?Ē Yes.. too late. Deal...
  37. Elon Musk: Smartest Guy in The World or Complete Clown?

    LVMH got a 2% discount only because Tiffany wanted to expedite the deal.

    Musk acting like Trump. Doesnít honor contracts and deals in bad faith.
  38. Elon Musk: Smartest Guy in The World or Complete Clown?

    Elon Musk can't just walk away from his deal to acquire Twitter by paying an agreed-upon $1 billion breakup fee. It's not that simple.
    ...
  39. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    SPY is only down 2.1% on the week. Could easily close flat.

    The R2K is only down .5% on the week. Edit: unch on the week now.
  40. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    The port blockade in Ukraine preventing food exports could become a UN humanitarian issue. If that happens and western militaries enforce export freedom wheat prices, and most soft commodity prices...
  41. Replies
    15,974
    Views
    1,592,595

    .DXY close to a one month low. Down close to 2%...

    .DXY close to a one month low. Down close to 2% from its recent high along with rates.
  42. Whatís ambiguous about waiving due diligence? ...

    Whatís ambiguous about waiving due diligence? Plus? You think he paid cash for the shares he owns? Whereís his margin call? If the deal fails heíll lose another $100m or so but whoís counting.
  43. Replies
    15,974
    Views
    1,592,595

    Taking back a years worth of gains means no new...

    Taking back a years worth of gains means no new corvette this year for the selfish boomers but not much else. Even if they sell now they are multiples ahead with gains.
  44. Replies
    15,974
    Views
    1,592,595

    Is the stock market going to tank?

    The Dow Industrial Average is down 7% yoy. S&P down 5% yoy. No big deal..

    The R2k is still 3% off the 52 wk low.
  45. Replies
    15,974
    Views
    1,592,595

    If oil energy supply were as under supplied as...

    If oil energy supply were as under supplied as many think opec will eventually increase production. They canít afford permanent demand destruction too early.
  46. Replies
    15,974
    Views
    1,592,595

    The only stocks that havenít been hit are the...

    The only stocks that havenít been hit are the energy stocksÖand maybe telecom.

    Citi guy calling broad commodity pullback.

    https://cnb.cx/3yH4LGN
  47. Replies
    9,305
    Views
    1,024,377

    BTC holding up relative to other tokens today by...

    BTC holding up relative to other tokens today by a lot. I would assume most of these others have far less liquidity.
  48. Replies
    15,974
    Views
    1,592,595

    SMF (sac)to PDX rt $500 four weeks out wtf? Who...

    SMF (sac)to PDX rt $500 four weeks out wtf? Who does that?
  49. Replies
    15,974
    Views
    1,592,595

    I typically search Marriott because I have the...

    I typically search Marriott because I have the card. Their prices seem way out of line with the market. I donít travel that much and I still had 5 free days to use this year. I suspect they might...
  50. Replies
    15,974
    Views
    1,592,595

    The curve had a huge one day move about a month...

    The curve had a huge one day move about a month ago.
Results 1 to 50 of 300
Page 1 of 6 1 2 3 4