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Why do you think China will have to give in with a Republican Congress?
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Sep 16, 2018 21:02
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FreelanceSocialist posted:Recessions are simply a different type of opportunity. Ask me about holding AMD through earnings May 2017  35% / yr avg, 1 yr is 55%, ytd 57%I try to only manage a couple positions (3-5) and frequently am looking at a sea of red due to timing. This year has been good so far, but I still have a couple months to ruin it betting big on MU, chasing AMD to 40, trying to catch the WEED knife.
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Sep 16, 2018 21:27
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nnnotime posted:Not trying to bring up political discussion: just purely looking for events that could impact the markets significantly in the next few months. Depends on how many months a 'few' is, but the T10Y2Y has a solid chance of hitting 0 bps or below in 2019. Not that this is a guarantee of sharp, immediate pain, but something to monitor for the 12-24 months after it.
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Sep 16, 2018 21:52
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quote:Sept 16 (Reuters) - Tesla Inc (TSLA) is bringing most collision repairs in-house, Chief Executive Officer Elon Musk said in a tweet on Sunday, saying owners of the vehicles were experiencing excessive wait times at body shops. Profitable in the second half of 2018.
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Sep 16, 2018 23:01
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Same day, let alone under an hour collision repair... hahahahahaha.
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Sep 16, 2018 23:29
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Body shop had my tesla for 6 loving weeks, so yah its definitely an issue for them to be farming that work out. Some sort of pissing contest I think, or their own work taking precedence over teslas.
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Sep 17, 2018 00:13
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It has been almost 20 years since Steven Spielberg dangled out the hopes for one of those futuristic Lexus factories in the movie Minority Report. I want my futuristic car factory, dammit.
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Sep 17, 2018 00:49
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I've experienced same-day collision repair turnaround with fleet vehicles when 100% of the process was done in-house (in this case, it was Ford Superduty trucks) so I don't think it isn't entirely crazy to suppose that, with a very limited lineup of vehicles and a high degree of standardization and process specialization, that might be achievable by an auto manufacturer. IIRC, all it took for us was the fact that every truck in the fleet was the same generation of Superduty and one of only three (IIRC) configurations. You're looking at a very limited range of things that you need to keep on hand and your techs can specialize in specific areas of maintenance and repair. Now, that said, I'm not sure I think Tesla can achieve that on top of all the other demons they're trying to kill. At least not in such a short period of time. But of all the companies out there, I think that Tesla might be in the best position to deliver on it. FreelanceSocialist fucked around with this message at 14:19 on Sep 17, 2018 |
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Sep 17, 2018 14:14
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FreelanceSocialist posted:I've experienced same-day collision repair turnaround with fleet vehicles when 100% of the process was done in-house (in this case, it was Ford Superduty trucks) so I don't think it isn't entirely crazy to suppose that, with a very limited lineup of vehicles and a high degree of standardization and process specialization, that might be achievable by an auto manufacturer. IIRC, all it took for us was the fact that every truck in the fleet was the same generation of Superduty and one of only three (IIRC) configurations. You're looking at a very limited range of things that you need to keep on hand and your techs can specialize in specific areas of maintenance and repair. They aren't even delivering preorders lmao
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Sep 17, 2018 16:09
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Please tell me that SpaceX will have a few unmanned lunar orbits before sending some rich person out there. And I assume it's Richard Branson.
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Sep 17, 2018 16:11
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Harry Potter on Ice posted:They aren't even delivering preorders lmao It's kind of two separate things, right? Preorders are production-side and repairs are more logistics and at the dealership-level? FreelanceSocialist fucked around with this message at 16:30 on Sep 17, 2018 |
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Sep 17, 2018 16:11
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My TNDM  
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Sep 17, 2018 16:15
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FreelanceSocialist posted:I've experienced same-day collision repair turnaround with fleet vehicles when 100% of the process was done in-house (in this case, it was Ford Superduty trucks) so I don't think it isn't entirely crazy to suppose that, with a very limited lineup of vehicles and a high degree of standardization and process specialization, that might be achievable by an auto manufacturer. IIRC, all it took for us was the fact that every truck in the fleet was the same generation of Superduty and one of only three (IIRC) configurations. You're looking at a very limited range of things that you need to keep on hand and your techs can specialize in specific areas of maintenance and repair. A superduty is a body on frame truck, a Tesla is a unibody with bonded panels and all. It is a pretty different ballgame repair wise.
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Sep 17, 2018 17:14
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BlackMK4 posted:A superduty is a body on frame truck, a Tesla is a unibody with bonded panels and all. It is a pretty different ballgame repair wise. Yes, but logistically it is the same, isn't it? Have a limited product line. Establish centralized service locations. Stock those locations with the range of parts required by the product line. Develop procedures for repairing those products. Train personnel on those procedures. It all comes down to limiting the number of different things you need to have on-hand and the amount of knowledge required to conduct the repairs. You just limit the scope and work out the logistics to make sure that your shops are properly stocked, I would think. Apple managed this to a degree, although it has changed in the past few years. I can still remember having Powerbooks serviced where the turnaround time was an order of magnitude faster than with Dell and IBM.
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Sep 17, 2018 17:33
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So weed stocks are doing not bad today. https://www.bloomberg.com/news/articles/2018-09-17/coca-cola-eyes-cannabis-market-in-push-beyond-sluggish-sodas Coca Cola apparently looking into getting a partnership with Aurora(ACB.CA). Finally some good news for Aurora holders. This stock has been so stagnate compared to other weed stocks.
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Sep 17, 2018 18:03
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does anyone have a WSJ account login detail that they can share? I know there was a "media/media" one being used by thousands of people for awhile, wasn't sure if something like that still existed
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Sep 17, 2018 18:06
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Rocks posted:does anyone have a WSJ account login detail that they can share? I know there was a "media/media" one being used by thousands of people for awhile, wasn't sure if something like that still existed I used to just use the FB URL trick. You take the WSJ URL and throw "http://facebook.com/l.php?u=" in front of it and the redirect should get past the paywall. I think it still works, as does using something like http://archive.is.
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Sep 17, 2018 18:21
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FreelanceSocialist posted:Yes, but logistically it is the same, isn't it? Have a limited product line. Establish centralized service locations. Stock those locations with the range of parts required by the product line. Develop procedures for repairing those products. Train personnel on those procedures. It all comes down to limiting the number of different things you need to have on-hand and the amount of knowledge required to conduct the repairs. You just limit the scope and work out the logistics to make sure that your shops are properly stocked, I would think. Apple managed this to a degree, although it has changed in the past few years. I can still remember having Powerbooks serviced where the turnaround time was an order of magnitude faster than with Dell and IBM. Well, what I mean by that is that you can have pre-painted parts or entire cabs/beds ready to go with the body on frame truck. With the Tesla you can have some pre-painted parts ready to go (basically doors, front fenders, hood, bumpers, and trunk lid), but if you have quarter panel damage or an impact that got into the unibody (frame horns, quarter panels, roof, door jambs, etc) then you get to drill out spot welds to replace entire panels and deal with the curing / finishing of bonding material and paint. But yeah, if you limit your scope to bumper replacements, sure, but the same goes for any car. I was a bodyshop bitch before I got into tech.
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Sep 17, 2018 18:53
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Welcome to the party Aurora!
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Sep 17, 2018 19:18
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BlackMK4 posted:But yeah, if you limit your scope to bumper replacements, sure, but the same goes for any car. I was a bodyshop bitch before I got into tech. Are there any details on what Tesla envisions the range of same-day repairs to be? I mean, I can remember watching six guys pretty much rebuild the entire front end of an F350 plow truck after an accident and getting it back into service in like 10 hours (so like 60 man-hours), but I am pretty sure they weren't cutting apart the frame or anything. Even something like that was hardly cost-effective or a good use of resources, but I think that was the only viable option at the time. Tesla surely can't expect to do something like that with the number of Tesla cars that are going to come in. They will have to cap it at some reasonable level of effort.
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Sep 17, 2018 19:42
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What site does everyone use / recommend for tracking stocks, looking up history, doing research, etc.? Robinhood is nice and rather intuitive, but only has a fraction of the tools I'd like. I'm kind of disappointed with the inability to look into a stock's history beyond the last 5 years, the inability to highlight and chart changes from specific dates / over specific periods of time (versus Robinhood's generic 1D / 1W / 1M / 3M / 1Y / 5Y charts), the inability to create multiple different watchlists ("stocks I own but not thru Robinhood", "stocks I'm following for educational purposes", "stocks that have lost value but might bounce back", etc.). Also, is there a current active Predict It threat? The most recent one seems to have been archived after only 5 pages for some reason.
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Sep 17, 2018 21:47
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literally this big posted:Also, is there a current active Predict It threat? The most recent one seems to have been archived after only 5 pages for some reason. Maybe I'll start a new thread soonish...
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Sep 17, 2018 21:55
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literally this big posted:What site does everyone use / recommend for tracking stocks, looking up history, doing research, etc.? Robinhood is nice and rather intuitive, but only has a fraction of the tools I'd like. I'm kind of disappointed with the inability to look into a stock's history beyond the last 5 years, the inability to highlight and chart changes from specific dates / over specific periods of time (versus Robinhood's generic 1D / 1W / 1M / 3M / 1Y / 5Y charts), the inability to create multiple different watchlists ("stocks I own but not thru Robinhood", "stocks I'm following for educational purposes", "stocks that have lost value but might bounce back", etc.). https://www.finviz.com/ Also I have a Fidelity account with $0 in it but I am still able to use it for research.  Their most recent overhaul made it a LOT better.
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Sep 17, 2018 23:10
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If the TD Ameritrade one is anything like the Canadian TD Direct Investing then it's got all the bells and whistles. Trades are $10 however. It links up with my TD bank account wich is awesome for moving cash around super fast. The app is pretty good too.
numberoneposter fucked around with this message at 23:54 on Sep 17, 2018 |
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Sep 17, 2018 23:51
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Syrinxx posted:https://www.finviz.com/ Yeah, I have a fidelity account and it has most of the stuff you would want, though I find their screener to have a bit of a learning curve. And their options ladders are totally not how I would want them to look.
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Sep 17, 2018 23:56
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https://www.cnbc.com/2018/09/17/trump-puts-new-tariffs-on-china-as-trade-war-escalates.htmlquote:President Donald Trump will put 10 percent tariffs on an $200 billion in Chinese goods, which will go up to 25 percent at the end of the year. R.I.P., JD and BABA call holders.
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Sep 18, 2018 00:22
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LLCoolJD posted:https://www.cnbc.com/2018/09/17/trump-puts-new-tariffs-on-china-as-trade-war-escalates.html  I started my average down into MU
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Sep 18, 2018 00:42
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i wonder how my vxx calls are going to go tomorrow
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Sep 18, 2018 00:59
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Ulio posted:Just wondering how much % you guys have in stocks? I am thinking of getting more liquid and hold unto it until the market starts slows down. my trading account is all cash at the end of the day 99% of the time
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Sep 18, 2018 01:47
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nnnotime posted:So what's the next event that could upend the US Markets? Is it the US Midterm elections? I honestly don't follow your logic at all. I think the markets go up after the elections regardless of the results. Uncertainty etc.
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Sep 18, 2018 02:55
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Buy the rumor sell the news or whatever the saying is
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Sep 18, 2018 03:32
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Are my fellow weed investors buying canopy rivers ipo on thursday? I'm probably going to wait until acreage ipo but fomo is hitting hard.
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Sep 18, 2018 04:01
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gbaby posted:Are my fellow weed investors buying canopy rivers ipo on thursday? I'm probably going to wait until acreage ipo but fomo is hitting hard. I'm trying to consolidate into a few companies that should do well in 2019 and beyond at this point. I made the mistake of buying a bunch of these shitters in the last big run (and not selling them) so now I'm holding too many bags. Not looking to hold any more stocks but if you're looking for a large US pick Acreage is probably going to be a good one.
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Sep 18, 2018 11:47
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I'm sitting here with HEXO and APH, both are up ~30% and I kind of want to just get out of HEXO.
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Sep 18, 2018 17:14
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Everyday I'm looking at TLRY, then I'm like let's buy puts 250%+ IV on WEEKLIES  9m shares available, 8m daily avg, when this pops it will be amazingThank you to the MU Gods  e: I forgot HMNY is doing a 500:1 reverse split to go full on DRYS 
Risky Bisquick fucked around with this message at 17:43 on Sep 18, 2018 |
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Sep 18, 2018 17:38
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BlackMK4 posted:I'm sitting here with HEXO and APH, both are up ~30% and I kind of want to just get out of HEXO. I’m up 180% on HEXO and still holding  .
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Sep 18, 2018 18:04
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 thinkingface: Also thank god I got out of Nio. That poo poo is tanking hard after the new tariffs.
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Sep 18, 2018 18:09
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Tilray just keeps going up. Every day I think it will come down some and every day it keeps climbing. Also I sold one of my two Tesla puts to cut my losses fifteen minutes before the news broke about the investigation. I hate life.
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Sep 18, 2018 18:33
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Ulio posted:
It's neat that you can see the seasonal pulse of housing prices in that line. Also, The CPI's failure with regards to tracking housing costs is nicely illustrated by that chart, in that the huge spikes in housing cost clearly aren't affecting the CPI, when they definitely should.
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Sep 18, 2018 18:49
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Sep 18, 2018 20:12
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