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Type: Posts; User: 4matic

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  1. Replies
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    Spiraling losses on Wall Street are now...

    Spiraling losses on Wall Street are now snowballing into forced asset liquidation, according to Bank of America strategists. The NYSE Composite Index, which includes US stocks, depositary receipts...
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    This is the first time stocks and bonds have...

    This is the first time stocks and bonds have fallen in tandem for three consecutive quarters since 1976, according to Strategas Research.
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    Maybe itís Credit Suisse that gets it started: ...

    Maybe itís Credit Suisse that gets it started:

    Citing people familiar with the situation, Reuters reported last week that Credit Suisse was sounding out investors for fresh cash as it attempts a...
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    Powell, The Self declared Cato institute...

    Powell, The Self declared Cato institute Libertarian, said as much.
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    None of those affected long term trajectory of...

    None of those affected long term trajectory of rates the past 40 years.
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    Lower rates years ahead, if true, are good...

    Lower rates years ahead, if true, are good opportunity for managed bond funds because they typically lag.
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    Is the stock market going to tank?

    Iíve seen dysfunctional liquidity in bonds and mentioned it here a few times so not disagreeing. It can work the other way too with drop of a hat. 10y went from 3.50>2.50 just last month. Like...
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    January 2022 from that same blog: Conclusion...

    January 2022 from that same blog:

    Conclusion Overall we are less worried about EM inflation in 2022, and selectively bullish on EM currencies with strong external accounts or where inflation may...
  9. Thread: Ukraine

    by 4matic
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    Ukraine

    Editorial bias and news are not mutually exclusive. CNN and especially CNN international does have legitimate news reporting. Havenít seen much in Fox. Recall that print news had editorial bias...
  10. Thread: Ukraine

    by 4matic
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    615,183

    HIMARS strike takes out 300 newly arrived Russian...

    HIMARS strike takes out 300 newly arrived Russian conscripts in one shot in Oleshky, Kherson.
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    UNH has part G that includes the extra fringes...

    UNH has part G that includes the extra fringes like renew active (gym) etc. so those perks are not exclusive to advantage. I called UNH to make sure.
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    $600,000 Question

    A multi asset income fund would fit your needs with rates where they are. They combine income with dividends. One of many:

    Yielding 4.60 and going up. BlackRock Multi-Asset Income Portfolio...
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    Is the stock market going to tank?

    I bought bonds in various forms from April through June. Down a solid 7%+ after payouts. Overall yield is also around 7% now. I donít like it but as long as they pay whatís the problem? I donít...
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    Is the stock market going to tank?

    I donít always agree with Jeremy Siegel but when I doÖ.

    They know Nothing 2.0

    Calling it poor monetary policy is an understatement, Says Prof. Jeremy Siegel on Fed hikes
    ...
  15. Thread: Ukraine

    by 4matic
    Replies
    10,099
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    615,183

    Ukraine

    Russian woman attending a pro-war demonstration in Moscow today says that she would be happier if her son got wounded in Ukraine than if he would stay in Russia because he is likely to die from...
  16. Thread: Ukraine

    by 4matic
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    615,183

    Perhaps VP is mobilizing just to foster public...

    Perhaps VP is mobilizing just to foster public dissent so he can say withdrawal from Ukraine is will of the people. He remains a master strategist.
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    The US housing market has gone from FOMO to just...

    The US housing market has gone from FOMO to just plain fear. Prices are falling from peak levels, with expensive West Coast markets recording the steepest declines. Bidding wars are fading and...
  18. Thread: Monetary Policy

    by 4matic
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    Monetary Policy

    The same reason their ďdot plotĒ pointed to .50 interest rate increases just 12 months ago.

    Powell said said early this year they didnít want to spook the market so stuck to the plan with rates...
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    Thatís what I meant. Any Medicare supplement...

    Thatís what I meant. Any Medicare supplement plan is federally approved.
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    Thatís the risk with any insurance. At least a...

    Thatís the risk with any insurance. At least a Medicare plan is federally approved.
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    No bid for rates tonight. Getting ugly

    No bid for rates tonight. Getting ugly
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    The Medicare Thread

    Itís looks sorta like companies that give you money to take the high deductible plan. It incentivizes you to stay healthy and use less health care. Difference is MSA balance surplus never turns...
  23. Thread: Ukraine

    by 4matic
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    Russians flee Putinís mobilisation as 35km queue...

    Russians flee Putinís mobilisation as 35km queue of traffic stretches from Finland border
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    2022/23 NFL Thread

    My ego? Please..

    Itís the same issue. Pixelation and buffering is not a problem due to the Amazon broadcast. If the provider throttles your speed down it will buffer and pixelate. Period.
    ...
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    Hereís what Amazon said about a previous game....

    Hereís what Amazon said about a previous game. ďUnrelated to the Amazon broadcastĒ:

    ďOur data shows that millions of Prime Video customers enjoyed a high quality and reliable streaming experience...
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    Audio out of synch, Amazons fault Audio too...

    Audio out of synch, Amazons fault

    Audio too low and out of balance, Amazons fault.

    Buffering and pixelation, local ISPís fault.
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    My super bowl feed buffered so tell your cousin...

    My super bowl feed buffered so tell your cousin it was shit.
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    2022/23 NFL Thread

    Youíre wrong. Ask your cousin how how a local ISP allocates bandwidth.
    Amazon might have given estimates on expected usage and if the local ISP doesnít have the bandwidth to accommodate the...
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    2022/23 NFL Thread

    The ISP has minimum and maximum bandwidth allocations for everything. They could have been completely tapped out in order to meet minimum requirements of other customers which results in throttling...
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    2022/23 NFL Thread

    Yes, it happened in a lot of locations. I never said it didnít.
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    Twitch had a systemic problem with streaming the...

    Twitch had a systemic problem with streaming the game. That makes sense considering what a big event it was for Twitch.
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    I suck at skiing but spent a couple decades in...

    I suck at skiing but spent a couple decades in bandwidth allocation.

    Boris Profane was a systemic local for example.
  33. Thread: Ukraine

    by 4matic
    Replies
    10,099
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    Sounds like theyíre still pushing. ...

    Sounds like theyíre still pushing.

    https://twitter.com/WarMonitor3/status/1570865733206441986?s=20&t=G4P_ltSpT-DiNXhG_0tAYg

    Extreme bravery is happening every second on the frontlines in...
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    Those local ISPís didnít provision enough...

    Those local ISPís didnít provision enough bandwidth for Prime so it got buffered. Itís probably that simple. It would still be considered a localized problem.
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    I guess Iím surprised. Iíve played several...

    I guess Iím surprised. Iíve played several destinations I prefer to Ireland: Monterey, Boyne Michigan, of course Bandon.
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    Thatís what you said to L2S. Itís not systemic....

    Thatís what you said to L2S. Itís not systemic. Itís local.
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    It doesnít mean it was a problem with Amazon...

    It doesnít mean it was a problem with Amazon either. I suspect it was record number of logins to Prime feed and ISPís didnít have the provisioning correct.
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    Not directly. Part of rent inflation is the...

    Not directly. Part of rent inflation is the number of new first time leases at higher prices.
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    Nice finish. Golf swing! Bandon Dunes or...

    Nice finish. Golf swing!

    Bandon Dunes or Ireland? I think I know the answer..
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    I agree. The Fed has always leaned toward...

    I agree. The Fed has always leaned toward growth. I remember the Volker recession well. Itís a different economy now with wealth tied much more to asset prices.
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    I donít think thatís what it said.

    I donít think thatís what it said.
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    Bad call to go hurry up first and goal

    Bad call to go hurry up first and goal
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    Comcast throttling?

    Comcast throttling?
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    KC is different team without Hill. More pressure...

    KC is different team without Hill. More pressure on Mahomes
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    Yes, but, I'd agree in some respects. Is/was the...

    Yes, but, I'd agree in some respects. Is/was the Fed so wildly wrong that now they have to go crazy? What happened to running above trend that they spoke about at length for months. What if it is...
  46. Thread: Kitty Stoke

    by 4matic
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    That's a difference between wild and feral. ...

    That's a difference between wild and feral. Bones would come home soaking wet.
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    Fedex warns, GE warns, Sternlich warns: Barry...

    Fedex warns, GE warns, Sternlich warns:

    Barry Sternlicht, a billionaire investor and the CEO of Starwood Capital Group, told CNBC on Thursday that the Fed is “attacking the economy with a...
  48. Thread: Kitty Stoke

    by 4matic
    Replies
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    815,141

    When it rained and he was young, Bones III would...

    When it rained and he was young, Bones III would literally stack up the rats. As soon as it would rain he'd want out. Keep him:

    "However, many outdoor cats still hunt because it's a natural...
  49. Thread: Kitty Stoke

    by 4matic
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    815,141

    You could check and see if heís neutered. He...

    You could check and see if heís neutered. He probably is if he was from a breeder.
  50. Thread: Kitty Stoke

    by 4matic
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    815,141

    Bones III was a rescue returned to the breeder. ...

    Bones III was a rescue returned to the breeder. I adopted him. Who wants a $2k cat you canít touch? I almost couldnít do it but he was so beautiful, clean and maintenance free I kept him.
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