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Why is transport costs rising? I thought the price of oil & petrol was going down? I know here in California especially the SF bay area people have mostly abandoned public transport and just drive everywhere now so the cost is rising. Also now in California they have toll lanes on some of the...

You should have started this thread in Forex subforum. It would have gotten a lot more juicy responses.

Why did the Eurodollar options skyrocket on Black Monday? I didn't realize Taleb was a trader. That explains why he is a lot better than most academics at understanding trading. I remember he was on the Nova special that covered the LTCM meltdown and called their traders foolish since they were...

It is mainly an Insurance & Reinsurance company, which is different that Berkshire which is more like the Dow Jones or S&P index. Seems like it is easier to just buy BRK.B. MKL under performed BRK.B since the Covid bottom by about 40%: I mean Buffet also owns OXY & AAPL which have nothing to...

The biggest scammer of them all is Chamath Palihapitiya. Never get duped by this south Indian scammer. I remember he was spewing his lies on CNBC during the pandemic and none of them questioned his line of BS. Of course what do you expect from a network that gushes over Carl Icahn?

Why has BTC decoupled with the risk asset trade on the NASDAQ? BTC use to mirror the profitless high revenue growth tech stocks. NASDAQ keeps going higher but BTC is stuck in the mud. Is it because of the SEC crackdown on staking, etc? I will concede that the last few days of the rally was...

Turkey is just another failed state & Erdogan is a disaster. Lowering interest rates in the middle of hyperinflation? Yes that always works out well in the end. Erdogan's popularity just speaks to the number of Turks who don't know whats going on.

Shorting the SMH in a still booming ramp up to AI products globally sounds like shorting the VIX in January 2018 -- The Widowmaker trade. Long SOXS means you are shorting NVDA, AMD & MRVL -- the prime beneficiaries of the AI hardware ramp up.

I guess 3 hours after winning an election and the bay area liberals rioting on the streets and highways knew what was coming, right?

I owned it from the eBay spin-off until about Feb 2022. I think when eBay decided to replace PayPal with Adyen, they never fully recovered. That was a huge business for them.

Cramer is actually very good at long term macro calls. Short term is always difficult especially when you make 10 calls a day like Cramer you're bound to get some wrong. Its logical that there is a boom coming. If a 500 bps increase can't create a recession or even a negative labor print, its...

America is the NWO led by the neocons into endless wars. Ever since George Bush in 1989 the US has been led by globalists interrupted only by 4 years of the orange man from Mar-A-Lago. That explains the 24/7 negative press from the likes of CNN, MSNBC, NYT, WaPo, etc. against Trump.

FY24 earnings estimate before the AI craze is $11 so it could be $15 or more. 20 P/E x $15 is $300.

Gold has done pretty well considering the recent rise of the USD due to the escalating debt limit fight here in the states. Seems like Silver gets pushed around more by the USD rising. My guess based on history is that after the debt limit fight USD will drop and the previous up swing of Gold &...

Apple never buys outside technology. They make everything in-house. Beats (Dr. Dre's headphone company) was the rare exception. If my time in the software industry taught me anything, Apple's strategy is the correct one. Every company my old company bought was a nightmare to integrate. One a...

The best trading memes are on r/WSB (Wall Street Bets on Reddit). They love to make deepfakes of Powell saying "Fuck your calls/puts" especially during the FOMC Q&A sessions. I remember during the real estate bubble of 2021 there was a guy on TikTok who kept leveraging his apartments so that he...

I guess you're not diabetic. Half cheese steak & 4 slices of pizza must be north of 1200 calories and like 120+ carbs. It does look nice. I don't see any provolone in the cheese steak.

I wonder if the success of these ETFs could revive the single stock futures. The leverage on these ETFs is pretty low.

I remember reading A Random Walk Down Wall Street in 1988 for my Finance 133 class (Investments) and I think the point of the monkey dart story was to emphasize that stock analysts were comprised by their firm's relationship with the company in question which is really why there are no sell...

Rents aren't going down in the SF Bay Area that's for sure. House building stocks are near all time high -- just look at KBH, NVR, BLDR, etc. How are rents going to fall with rampant NIMBYism all over the cities in this country? The political class has no motivation whatsoever to end the real...