Great funding shorts to be long even the market much less something better...
Heisenberg@Mr_Derivatives
$COST -9% last 4 days. $WMT -13% last 4 days. 🧐
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Value Drift
60.6K posts
Value Drift
@valuedrift
Exploring reality truthfully and making money. Sometimes even together.
Katılım Aralık 2014
3.5K Takip Edilen4K Takipçiler
Bitter fool!
$ACMR
David Shepardson@davidshepardson
Asked why Chinese companies are not buying H200 chips, @USTradeRep: "My own sense is that what passes for the private sector in China is interested in the high, the highest technology chips they can get and the government in China and the party are interested in promoting their domestic production of chips and indigenous innovation, and there's a natural tension between, again, what passes for the private sector"
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@Goosehater123 @calwatch @headwaysmatter There's other ways of getting money (legally) out of a 401k than taking the tax hit...
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It's actually very important that people are misled into believing that savings in tax advantaged retirement accounts are inaccessible!
Vonn@itsthewealth4me
I think it's important for us as a society to learn the rules of all financial accounts There is no rule stating that you cannot access your 401K money for decades It is suggested, so that you actually have something in the account at older age; but it's not a hard rule
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Electric vehicles require the prequisite social technology of a functional society and law enforcement.
Seattle should be given to the Chinese Communist Party for 99 years to clean up, in exchange for buying a bunch of Treasuries.
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Working for someone like this would be hell, especially if one is actually smart and agentic.
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@Empty_America You could remove corruption and unnecessary bureaucracy (I would include tariffs among that), but the country has to endure much more pain to take the steps to do that IMO unfortunately.
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Yes, it's reasonable but it really illustrates the intractable "cost disease" that has no apparent solution.
That $2,000 reflects the wages of everyone involved from the loggers to the home depot workers to the carpenter.
Outside of immiserating them, how could be cheaper?
Paulo@Paul0Montenegro
Would you consider $2,000 fair for this wood handrail?
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Works about as well as anything in this market...
Simon Says@Seniorstrategen
@jovp_jovp July will be very volatile as we enter mercury retrograde on june 29.
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RIP First Republic.
Jason - macro / offshore / investing@MacroJason
At $0.5M> balance, you should seriously consider private banking (with an integrated brokerage platform) over retail banks and retail brokerages like IBKR. Key difference is that private banks front-loads KYC. They check your source of wealth and understand how you plan to use the account - all upfront, before they accept your as a customer. This means a lengthier account opening process - but it also means a much lower chance your transfers or account will be frozen later on. Products like IBKR, Revolut and Wise are cheap because their employee to customer ratio is very low. This goes from their customer service to KYC & AML staff. They don't have the resource to understand their customers before onboarding and resort to random freezes later on when they find something suspicious. At that point, a not very well trained KYC staff reviews the case and what happens to your funds next is at the mercy of them. With private banking - the trading & FX fees are higher than IBKR and Wise but that's the cost of reliability. You can of course stay with IBKR and Wise if you value the cost saving more. But at this point, there are more than enough scare stories and unfortunately one should no longer be surprised when larger withdraws get delayed or worse. I also don't think we should blame TradFi - they are simply complying with the law. And if you want to spend your money on actual stuff in the real world - you need fiat in your bank account and the ability to easily move it (yes I know you can buy stuff in a minority of third world countries with stablecoins but niche exceptions do not disprove the overall point). I can help you with remote global account openings: #banking-jurisdictions" target="_blank" rel="nofollow noopener">flagventures.com/banking#bankin…
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@calwatch @headwaysmatter There's literally no 10% penalty actually...
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@powerbottomdad1 Bro this could like halve the homeless population and reduce crime recidivism. Dare to think big
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I am starting to believe in the GLP agonists as a possible massive catalyst for societal change. They seem to broadly change people’s discounting functions and I’m starting to suspect that once enough people are taking them we could see substantive behavioral changes at scale
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@invertedfragil1 @EvelynPR0777 You will get no answer as that person (or bot) is not looking for discussion but rather to echo their masters and/or try to get more pieces of the pie for themselves only.
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@EvelynPR0777 Why is it any more illogical to extend this premise to the entire population? Why should anyone be afraid of losing their house due to property taxes?
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Deficits mean money into the private sector.
This is obviously bullish stocks and bearish the dollar.
Thomas Massie@RepThomasMassie
The President’s Big Beautiful Bill, the Iran War, and Republican spending bills will create a $2 trillion budget DEFICIT in 2026. Financing just the new debt costs more than all federal road & bridge projects, and we will be making those new interest payments each year, forever.
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Continue to be long assets in order to short dollars.
Nancy Mace@NancyMace
Our seniors should not pay property taxes.
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Most people's 401ks aren't even up that much, lol.
Even if they are 100% SPX that's not that much.
He forgot everyone isn't either fully long semis or insider trading like him and his family and cronies.
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