raytheon up .2% on news its being investigated for money laundering/bribery in the middle east kinda sums up this whole days market action for me tbh.
raytheon up .2% on news its being investigated for money laundering/bribery in the middle east kinda sums up this whole days market action for me tbh.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
SEC up musk's ass again:
https://www.consumeraffairs.com/news...es-021420.html
i want $tslaqtards to give me an honest take on this; with the amount of scrutiny musk invites, its difficult to imagine that he's worried about his books.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
is it possible that these 3:55pm bingefucks are being generated by /r/robinhood types piling on for overnight holds to avoid pdt sanctions?
or am i grossly overestimating their influence..
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
https://twitter.com/twt/status/1228081228080984065
there is a lot of white meat left on the bones, i expect next earnings report to be fairly solid as well, but something i keep on my radar is that google, tesla, alibaba, others are designing their own chips.
at some point when their development cycles start to generate leaner gains, they are going to monetize that r&d by providing competing cloud based solutions that cut into nvda's datacenter gains.
nvda is going to stay relevant on desktops but the AI market is going to get very competitive, so i wouldnt be shocked if we started seeing that impact their earnings, possibly later this year (if the market doesnt pancake through the floor before then of course).
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
https://twitter.com/twt/status/1228726917077110785
the bag ---> C .<---- cat
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
shanghai gigafactory is back online but a court injunction just halted the german gigafactory development.
stock +15% by cob tomorrow sfo.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
https://www.wsj.com/articles/dealers...an-11581762601
hey werent we all riffing about the coming car loan debt implosion not so long ago?
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
I’m gonna keep it as light as I can. (I didn’t read WSJ)
Auto loans are an example of high yield debt. Think the old subprime mortgages.
Generally, let’s think about 10,000 people a day retiring and desirous of decent returns. They’ll settle for junk at 4.2%. Just picture mom and dad. It’s not that simple but it’s easy personification for me.
The spread between junk bonds and long-end U.S. Treasuries.Set you alarm for 15 minutes of diving. The return on your investment will be worth it
ICE BofAML U.S. High Yield Master II Option-Adjusted Spread
The difference is shrinking as everyone is piling in and chasing yield. Sound familiar? Look pre 2008. Think of your boy Eisman.
I’m actually lightly revisiting Michael Milken (toupee) and Drexel Burnham in Hollywood back in the day
good Jewish kid who was just misunderstood
The sickness feels familiar. Just trying to place it
Exciting times
we spend so much time and energy focusing on the ludicrous / cult / bitcoin aspects of teslas stock behavior that we tend to forget shit like this:
https://asia.nikkei.com/Business/Aut...Toyota-and-VW2
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
You have to remember that Ford and Chevy are still using parts that they have more or less used since the 60s and 70s.
When you truly make a new vehicle from the ground up you have a huge advantage.
They haven't proven whether or not they can do manufacturing at scale yet though, as they are still losing money on every Model 3 they make (even though they sometimes try to claim otherwise).
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