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the standards for you are higher than the average retail trader here as you are selling services based on your competency as a trader. What does being a UCLA grad or your other pedigree have to do with anything other than prove that you should know better and enhancing my perspective that you...

It’s more disengenous to only show your winning days. People will think you are earning 3k every day. my guess is that’s your intent because you don’t even post a disclaimer like “this is an exceptionally good day”

you are a Canadian. Who gives a shit was people from America Junior think

what exports? The US “dumps” Hollywood movies, Boeing 787’s, and cloud based software. It’s almost all monopoly pricing. the US also “dumps” bombs but mostly we drop those or give them away to ungrateful countries. meanwhile we import so much daily use stuff that we won’t be able to source...

I haven’t followed the RV industry since 2020 when I first was looking at buying an RV tier 2 supplier and then looking at doing surplus work for the tier 1’s. They were going bananas on low interest rates, demographics, and then Covid demand as entertainment. They are the most descretionary...

It helps when you get the best weapons for free. it also helps when you commit war crimes and steal land from peoples who already had it and the world support it. World politics: The US taxpayer gives israel fighter jets and israel gives its taxpayers free healthcare. And it’s illegal for...

I love it! We give more foreign aid to Israel than any other nation and they dump the US dollar!

Well you are interested enough that you commented on it and even did some research to prove a point.

Why are you posting SHE vs SPX when the conversation is specifically about Walgreens? while the stock has not performed well under her leadership (and I don’t know if it’s her fault or an industry issue), her comp isn’t out of line for the CEO of a 40bn company. edit: I just compared wba to...

Facebook is not bipartisan… they have done more to support trump than all the Russian banks and oligarchs combined.

not regular beta but “vol beta” which like regular beta is a regression of both realized vol time series. as ajacobson said, it’s crazy noisy. Not that different from regular beta

No matter what the board does there will be a class action suit against them. It will go nowhere. If they accept the bid, the suit will allege they sold too low. If they reject the bid, suit will allege they are not selling at a high price. It happens in every merger and is a complete...

Unless he has 46 billion in cash or ironclad term sheets from lenders, his financing isn’t secured. Even if he did, he may not be willing to close on the transaction. Even if he was willing, other entities may not be willing to allow him (his contract with Tesla for example). These are things...

do you want a cookie?

Musk isn't a free speech absolutist. He has targetted journalists who he feels are unfavorable to Tesla. Musk only believes in his free speech, not yours.

It is absolutely the board's job to evaluate if Elon is able and actually willing to close the deal. That is their #1 mandate. If Elon can't close the deal, it will be more detrimental to shareholders than if the board rejected the offer (because now the board can't say that the stock is worth...

What board of a 40Bn company owns more than 1% of the stock? that's 400mm. Most board members of public companies declare holdings of few million dollars worth. Here's tesla's board composition: https://www.barrons.com/articles/how-twitter-board-stock-ownership-compares-musk-tesla-51650304124...

this is a trophy property for him.

Computing has made trading more competitive. Portfolio theory, options pricing, etc were not possible 30 years ago. My old firm had a supercomputer to price derivatives in the 90s. By the 2010’s they were priced in excel using DLL linked to the sheet. I don’t know how a modern trader doesn’t...

Warren buffet wouldn’t be asking online how to do the calculation. He would ask one of the hundreds of phds in his portfolio companies. the only formula you need for this exercise is “max.” No macros required.