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  1. Replies
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    Thanks for reminding me to get the shades up. The...

    Thanks for reminding me to get the shades up. The first heatwave was too brief to worry about but here go, apparently.
  2. Thread: Fu*king Cyclists

    by jono
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    324,672

    Self-preservation is the ultimate form of...

    Self-preservation is the ultimate form of politeness and civic duty. Please don't let anyone's feelings about what makes you safe turn you into the asshole who gets killed because (s)he didn't want...
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    That's awesome to hear, I haven't hit that since...

    That's awesome to hear, I haven't hit that since the fire. Rode the local Mushroom trail last week and it reminded me a ton of Bernard.

    HMS, I think I was originally looking for places along Lolo...
  4. Thread: Ukraine

    by jono
    Replies
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    1,781,109

    Thanks! It's obviously working super well, as...

    Thanks! It's obviously working super well, as should probably be expected when you park them in normal airplane parking spots by a big, obvious, runway that everyone can find on Google Maps.
    ...
  5. Thread: Ukraine

    by jono
    Replies
    18,392
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    1,781,109

    The longer of the videos is in this story: ...

    The longer of the videos is in this story:

    https://kyivindependent.com/ukraines-sbu-releases-exclusive-footage-of-operation-spiderweb-targeting-russias-strategic-aircraft/

    What were the...
  6. Thread: Ukraine

    by jono
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    18,392
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    1,781,109

    https://www.reddit.com/r/ukraine/comments/1l1iays/...

    https://www.reddit.com/r/ukraine/comments/1l1iays/russian_police_men_are_now_stopping_every_truck/

    Looks like another chance to practice taking out convoys.
  7. Thread: Ukraine

    by jono
    Replies
    18,392
    Views
    1,781,109

    Don't think of it as an attack on strategic...

    Don't think of it as an attack on strategic assets, think of it as an attack on trucking. Like the shoe bomber and then the underwear bomber, the cost to defend against this will be even higher than...
  8. Thread: Ukraine

    by jono
    Replies
    18,392
    Views
    1,781,109

    It's as if you think the rest of humanity is in...

    It's as if you think the rest of humanity is in that Russian propaganda bubble with you. You don't even need to repeat their talking points because obviously everyone knows the pravda just like you....
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    Not far from your route there's a forgettable...

    Not far from your route there's a forgettable trail system on/around Bald Mountain near Potlatch. It's a waste of time made worse by recent logging, trail signs being reversed or just relocated by...
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    If you bought for a dead cat bounce, do you have...

    If you bought for a dead cat bounce, do you have a specific plan to get back out? It seems like trading on price action for that conflicts a little bit with holding it to increase exposure to...
  11. Replies
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    I'm curious to hear how you guys discount the...

    I'm curious to hear how you guys discount the "evil's" potential impact on future earnings in UNH. Obviously the market has hit them pretty hard, but how do you guys come to your own target price?
    ...
  12. Replies
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    I've been a little slow to look at Fidelity just...

    I've been a little slow to look at Fidelity just because I've heard weird stories about options restrictions there, but I probably should.
  13. Replies
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    Anybody shopping brokers lately? I'm looking for...

    Anybody shopping brokers lately? I'm looking for a good place to trade options cheaply in both IRA and taxable accounts and it seems like a good time to review what's out there before putting more...
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    Patriot on Prime. Great series and doesn't leave...

    Patriot on Prime. Great series and doesn't leave a ton of loose ends. But from beginning to end there's a subplot that implies there's a while other after story and then it's just over. Damn you Jeff...
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    Not in the first 221 pages--unless he was wrong.

    Not in the first 221 pages--unless he was wrong.
  16. Replies
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    Thanks for confirming your misunderstanding,...

    Thanks for confirming your misunderstanding, that's clarifying.
  17. Replies
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    Let's not imply that autism is a pejorative....

    Let's not imply that autism is a pejorative. People like MV and RFK Jr. can be very high functioning if they just learn their own limits, don't expect to catch irony/facetiousness at first glance,...
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    RIP Haribo sugar free gummy bears. May your...

    RIP Haribo sugar free gummy bears. May your reviews outlast you by 3 lifetimes.
  19. Replies
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    Non sequitur. No one cares about these alleged...

    Non sequitur. No one cares about these alleged straw morons who aren't posting in this thread.
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    That's not a deflection, it's an offramp for you,...

    That's not a deflection, it's an offramp for you, because I'm nice like that.

    I'll even explain so you can keep up. Maybe you'll read this word the second time: Rwanda. The question is, have the...
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    It's pretty hilarious that you can lie about your...

    It's pretty hilarious that you can lie about your lies amidst your weird obsession with deJong and just throw in another obvious falsehood at random. Everyone's wrong but you.
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    Are we to assume from your use of caps that you...

    Are we to assume from your use of caps that you want to forget any verifiable acts of genocide or "ethnic cleansing," and assert that anyone using those terms is insane?

    Anyway, since you asked,...
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    Sadly, there's nothing original in pointing out...

    Sadly, there's nothing original in pointing out that Bibi and his enemy are allies in war-making, since Bibi's people said it so long ago. But I get how the bar is just super low in this thread.
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    While it takes a pretty unusual level of naive...

    While it takes a pretty unusual level of naive oversimplification to boil down anyone's (let alone Bibi's) actions to any singular mistake, it actually seems typical for MV in this thread.

    Of...
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    Relationships evolve with conditions. True...

    Relationships evolve with conditions. True alliances are stabilized and maintained by shared purpose.
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    No offense to you or any of the many adherents to...

    No offense to you or any of the many adherents to the various "peace will be eternal once my tribe finishes killing our enemies and thus puts an end to murder for all time" tribes, but that strikes...
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    A few months of emojihell and suddenly skiJ's...

    A few months of emojihell and suddenly skiJ's beat poetry looks pretty good!? I hear some types of concussion need challenges. (Hopefully unrelated, but in this thread..)

    Good luck to your friend,...
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    When your only tool is a gun every person looks...

    When your only tool is a gun every person looks like a target?
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    IMS, one argument is that the plane WOULD crash,...

    IMS, one argument is that the plane WOULD crash, right into the treadmill!

    Said treadmill may require more than the power of a single box fan, but we could take a run at it, I bet.
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    But why not both?

    But why not both?
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    I tried to sell a put on TECS today and if we...

    I tried to sell a put on TECS today and if we don't open sharply down right from the jump I'll try again tomorrow.
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    Point of order: shrinkflation. Is there anyone...

    Point of order: shrinkflation. Is there anyone left that doesn't expect negative growth at this point?

    "Shrinkflation good, USD bad" is 2025th level cope.
  33. "The road to fascism is lined with people...

    "The road to fascism is lined with people claiming you're overreacting."

    Met some good neighbors today. Saw a few bad ones, but they were outnumbered.

    Due process is all that protects...
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    What is the cutoff date this year for the group?

    What is the cutoff date this year for the group?
  35. Replies
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    February 1. Does cono still give out the prizes?

    February 1. Does cono still give out the prizes?
  36. Replies
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    If this forum worked I expect we'd have discussed...

    If this forum worked I expect we'd have discussed the spike/crash from Monday when CNBC reported the pause prematurely. NVDA options got very strange for a while. Seems like between that and today...
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    I think it's worth considering that Luke was...

    I think it's worth considering that Luke was talking about something like DCA on an order that is large for him, not saying he expects to move the market.
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    Sigworthy

    Sigworthy
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    Assuming perfidy results in collective...

    Assuming perfidy results in collective punishment, which is also a war crime. So it goes.
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    MV, the point is there are no negotiations of...

    MV, the point is there are no negotiations of tariffs because tariffs aren't in the formula. It's, allegedly, an attempt to re-balance trade. Despite the marketing and name.
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    If you're pretending that tariffs calculated...

    If you're pretending that tariffs calculated based on trade instead of other countries' tariffs are "reciprocal" you should at least tell us how much more liberated you feel since Liberation Day.
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    And apparently medics can't be members of a force...

    And apparently medics can't be members of a force involved in the fighting. Better start adjusting the names on The Wall.
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    I believe anyone who is willing to claim to know...

    I believe anyone who is willing to claim to know what someone else believes should be regarded as probably having too much ego where his analytical tools should be. But you're welcome to GFY if...
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    Post a link. The videos I've seen linked here...

    Post a link. The videos I've seen linked here absolutely contradict your description and I'm at a loss as to how militants in the lead vehicle could have been edited out of what I watched. Attaching...
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    I was cash heavy before Trump (why take equity...

    I was cash heavy before Trump (why take equity risks when there's low and risk-free yield out there?), and I was looking to buy a dip or even a downturn just to re-balance a bit but hesitating hard...
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    Fact. Polemia is bad enough without projecting it...

    Fact. Polemia is bad enough without projecting it onto everyone else.

    Is there any evidence that those ambulances had anything to do with an actual Hamas member from any source besides the people...
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    Now more than ever because prices just jumped so...

    Now more than ever because prices just jumped so much? What's the argument for reversal?
  48. Replies
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    You're not helping your credibility. Anyone who...

    You're not helping your credibility. Anyone who can suck up that hard to Scott Bessent at this point in the koolaid cycle is himself quite drunk. But he sane-washes it well. The obvious conclusion is...
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    This is the guy whose ideas are being implemented...

    This is the guy whose ideas are being implemented (apart from the messaging and maybe the extortion and carve-outs for most favored dictators):

    https://en.wikipedia.org/wiki/Oren_Cass

    Note that...
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    Sounds good. PM coming your way

    Sounds good. PM coming your way
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