@liquiditygoblin @macrocephalopod @ScottPh77711570 @beauhightowerdn If ineffective, one can up the dose by chugging it instead
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linglingfool
7.7K posts
@macrocephalopod @ScottPh77711570 @beauhightowerdn I’m no expert but I’d wager sipping a 1986 chateau mouton rothschild might work.
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Once again, fun's over. Was cool while it lasted.
linglingfool@linglingfool
Ooh, is it that one day a week where we trim our 100% weekly gain in $DRAM and send $IGV +2%?
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@Investor_NICK_ It's a dodgy neighborhood so I can't imagine overhead was generally that expensive, but people just don't drink anymore. They cleaned up during the fall for Oktoberfest tho which I'm sure helped carry them over for the rest of the year. As a lager drinker I'm sad to see them go.
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I’ve been to this place exactly 3 times and each time I’ve wondered how in the world they have stayed in business for so long. It’s literally a bunch of people sitting around ordering maybe 1-2 beers per person over an hour just yapping and eating some snacks lol.
Jason DeRusha@DeRushaJ
BAUHAUS BREW to CLOSE: closing at the end of June. “substantial cost increases in our supply chain, shifts in consumer preferences away from craft beer, a global pandemic, and most recently, a surge in federal immigration enforcement that directly targeted our wonderful city and deeply affected businesses across the hospitality industry.”
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@linglingfool @iBladesi I guess that makes sense.. but still a weird (delayed reaction) move since rates didn’t move much today.
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@yenoms CWK couldn't be bothered. but yikes I saw JLL. usually I just assume it's pod monkeys freaking out about the latest claude release.. it happens every other week now
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@BunkFreamon @BorisBotenov @Bucks4ever920 @BoringBiz_ Yes, but those are the only two things they call out in that category. I assume bills go under housing. All other discretionary spending for the things you mentioned were under $2k for me last month.
Feels like there is some meat on the bone should they care to budget.
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@linglingfool @BorisBotenov @Bucks4ever920 @BoringBiz_ But it's more than just groceries and eating out as I'm sure you know (gas, kid activities, drinks with friends, bills, etc etc)
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Couple earning $500K/yr as a tech engineer and doctor are complaining about living paycheck to paycheck
The irony is that their definition of paycheck to paycheck is after maxing out 401K, HSA and IRA accounts
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@BunkFreamon @BorisBotenov @Bucks4ever920 @BoringBiz_ I was under $2k for a family of 5, and that was with a Whole Foods trip in there.
$4k for eating out is aggressive for 2 people.
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@BorisBotenov @Bucks4ever920 @BoringBiz_ They obviously cook at home if they are shopping at Trader Joe's. And Trader Joe's isn't substantially more expensive than Costco. It's cheaper than your typical suburban grocery store.
FWIW - our family of four typically spends about $1200 on groceries for the month.
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@iBladesi @Polarisbear87 Unfortunately, they've got the triple whammy of rising DQs, inability to mod, and slowing origination that is hitting them hard. Q2 will be the first Q in a while with a decrease in BV, given that they can't buy back. They'd have to accept a healthy haircut, which they don't want
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@iBladesi @Polarisbear87 They notably took potential M&A off their slides the past two Qs. Not sure if that's because they were hinting at the FOA deal or because no one wants this steaming pile of shit.
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Trump announced he loaded up on $META, $NVDA, and $MSFT.
Interesting choices.
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linglingfool retweetledi
The Chicago White Sox are .500 for the first time in 1,316 days.
And boy did it feel like 1,316 days.
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@686Prism this is how @Tallow_beach goes to war against the jihadists
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@KrisAbdelmessih @Merridew__ The shape of the 0DTE wings is a lot different now than it was 3 months ago, and even a month ago. Everyone wants to sell the straddle but doesn't actually want to be short the move, so the tails are particularly long. Leaves some meat on the bone to sell in the body of the fly.
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I haven't looked at these but how far off from fair could they be. If there is income ETFs suppressing option prices a butterfly doesn't seem like the way to take advantage of it. If it's a specific leg they are bombing than buying that leg probably prescribes selling a fly since you're buying the bombed body of it and need to sell the wings
(Very curious how you are seeing value in an SPX fly. DM if you prefer!)
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@InvestorMexican The $VRT partnership didn't go live until sometime in Q4 (no idea what took so long), so saying it's been over a year isn't quite correct.
The broader points stand, though.
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I'm not saying they won't end up winning a big contract, but I've been thinking that for the last 4 quarters now.
At this point, it makes more sense to go to the casino and bet everything on red. There's not much difference compared to investing in Tecogen.
Thoughts?
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$TGEN earnings out... meh
The partnership with Vertiv promised to boost sales of their chillers. A year and two months have passed, and they've only sold 1 CHILLER (and Vertiv was the one who bought it)
But there's more
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