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I keep getting ads about fatty liver disease.
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Sep 20, 2021 18:48
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So if Evergrande was warning about liquidity issues a year ago, shouldn't this be priced in? https://www.bloomberg.com/news/articles/2020-09-24/evergrande-warns-of-looming-liquidity-crunch-spooking-investors
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Sep 20, 2021 19:14
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GoGoGadgetChris posted:Oh man.... I just spent the weekend in Vegas with a former goon, now doctor (you can't be both) who was asking how the forums are doing. I told him about the NDRA Adventures and he was extremely bullish on the tech. I guess liver imaging is a big deal? I am a literal subspecialist in the area that NDRA may impact. I no longer own NDRA. Because I am afraid of becoming too rich. Residency Evil fucked around with this message at 19:17 on Sep 20, 2021 |
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Sep 20, 2021 19:15
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Sand Monster posted:So if Evergrande was warning about liquidity issues a year ago, shouldn't this be priced in? Priced in is just what people say when a stock moves against all logic.
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Sep 20, 2021 19:27
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Sand Monster posted:So if Evergrande was warning about liquidity issues a year ago, shouldn't this be priced in?
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Sep 20, 2021 20:06
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what happened to number?
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Sep 20, 2021 20:07
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DELETE CASCADE posted:what happened to number? American politicians are loving around with approving an increase to the debt limit. It happens all the time and both parties are responsible and it's so very stupid it's must be american.
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Sep 20, 2021 20:17
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The USA should just default, so I can buy $$goon for 4 cents a share
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Sep 20, 2021 20:23
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My gently caress around account is finding out.
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Sep 20, 2021 20:24
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Nice rally to close out the day, at least.
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Sep 20, 2021 21:13
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It was a weird day for me. Of the two possible breakouts I have money in one just kind of hung out doing nothing, the other actually came crashing down and blew past my stop. I decided to be stupid and try to catch the knife on that one and was actually successful. That was a dumb, impulsive move and I got lucky for once. I probably should not do that again. I had planned to half my position in both stocks tomorrow. Since today was a bit of a wash with lots of external stuff happening I think Ill extend it one day and plan to half my position Tuesday.
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Sep 20, 2021 21:39
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Residency Evil posted:I am a literal subspecialist in the area that NDRA may impact. Pfft what do you know about radiology
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Sep 20, 2021 23:44
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The iron ore price has been getting fisted as people now expect some sort of slowdown in Chinese construction and manufacturing. Partly because of some crackdown on pollution but also because there’s plenty of people who think Evergrande is going to spill over into other parts of the construction industry.
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Sep 21, 2021 00:08
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gay picnic defence posted:The iron ore price has been getting fisted as people now expect some sort of slowdown in Chinese construction and manufacturing. Partly because of some crackdown on pollution but also because there’s plenty of people who think Evergrande is going to spill over into other parts of the construction industry. https://twitter.com/INArteCarloDoss/status/1438944431734919175?s=20 Yeah pmchem shared this which also mentions that the spillover from regulation in the construction/real estate industry in china will have dramatic effects on iron/steel companies going forward. What I'm personally curious about, is the energy crisis mentioned in this thread, which should be affecting russia, china, and the UK? this winter. There's less natural gas available in russia for sure. How can I capitalize on a cold winter? 
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Sep 21, 2021 02:42
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gay picnic defence posted:The iron ore price has been getting fisted as people now expect some sort of slowdown in Chinese construction and manufacturing. Partly because of some crackdown on pollution but also because there’s plenty of people who think Evergrande is going to spill over into other parts of the construction industry. SMH nobody willing to pay the iron price anymore
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Sep 21, 2021 03:00
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Toalpaz posted:https://twitter.com/INArteCarloDoss/status/1438944431734919175?s=20 Interesting thread. One thing I haven't seen getting much press is the shadow banking sector. China bears have been talking about it on and off since the GFC, partly I'm sure because 'shadow' banking has a sinister tone to it (similar to the way journalists love name dropping the dark web). But you also have a somewhat unregulated pool of loans where the creditworthiness of the borrower might not be well understood and contagion might be difficult to trace until it's too late. I don't know if the CCP has cracked down on it recently so it isn't the potential powder keg it used to be but if not it seems like the sort of thing that could emerge as a big issue here.
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Sep 21, 2021 03:36
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gay picnic defence posted:Interesting thread. Please pass on a shadow banking theory in those reddit gme threads I wanna see them run with it
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Sep 21, 2021 03:42
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Apes!! You’ll never believe how illumi-naughty the globalist shadow bankers have been!! 🦍🦍🦍💎💎💎
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Sep 21, 2021 04:10
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Tokyo Sex Whale posted:Total foreign holdings of Chinese bonds, including government, are about $500 billion. Total foreign holdings of just US corporates in 2019 (can't find current) was $7.5 trillion. I can see a short term panic and a Chinese GFC would definitely affect stuff somehow (commodity prices, supply chains) but I don't see how a financial crisis makes it out of China. I'd guess there have probably already been more overseas losses booked on Chinese tech stocks than there will be on overseas Chinese debt. Thanks for sharing that, it's an issue I've been thinking about for a while on the back of Australia's levels of household debt (a mere 210% of GDP currently). I've also seen first hand the phenomenon he talks about with investors moving into higher risk assets chasing yield. I've recently had a client buy a bunch of corporate bonds; some of them were investment grade (just) but a couple of them were unrated and yielding over 7%. I am certainly no expert on bonds but to me anything yielding that much interest in the current climate is probably fairly risky. Given these clients are retired and in their 80s that seems like a lot of risk to be taking on. I have also seen a number of clients put money into managed investment schemes. These have been much smaller and less transparent than the typical managed fund and I am not sure the clients really understand what they're getting into. How can you when the portfolio isn't listed anywhere? Most of these clients are retired too, and really should be in lower risk investments but here they are chasing yield.
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Sep 21, 2021 06:35
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Do you think the US will default on it's loans this month, provided that's what the GOP wants and almost got to do back in 2013? Also  on Evergrande
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Sep 21, 2021 06:55
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I don't honestly believe that decorum is more important to Nancy Pelosi than her ice cream freezer money.
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Sep 21, 2021 07:03
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Toalpaz posted:https://twitter.com/INArteCarloDoss/status/1438944431734919175?s=20 Get stocks in a sheep farm! The wool market is going to the moon!
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Sep 21, 2021 08:29
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gay picnic defence posted:Thanks for sharing that, it's an issue I've been thinking about for a while on the back of Australia's levels of household debt (a mere 210% of GDP currently). I’m kinda daunted because I want to write a book in response to the article. Been rereading Minsky on Keynes too, since that’s the intellectual tradition. Couple short random thoughts while phone posting: GDP is a worthless metric that is only a metric because it’s relatively easy to measure. https://www.yardeni.com/pub/spxratios.pdf It’s hard to find this data and various sources don’t absolutely agree but the fact that the S&P quick ratio dropped under 1 in early 2007 and held there seems like a huge tell for 2008. Imagine a tax system that would encourage balance sheet deleveraging and attempt to force cash flows to cover debt obligations. Like tax only assets, not income. Since businesses are household assets you wouldn’t need to tax businesses, either. It’s a complicated exercise but I think it’s possible. Labor force participation being as low as it is is a complete problem for Keynesian and classical economics and something that you don’t really see discussed except as a curiosity or blaming stimulus, which I don’t think should matter to either really.
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Sep 21, 2021 12:56
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Futures spooked at this, but holding it together. https://twitter.com/fxmacro/status/1440288292629409801 Number never does what you think it will so I guess dip hard 0.5% on the open, then rip 2%?
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Sep 21, 2021 13:24
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Ola posted:Futures spooked at this, but holding it together. Considering it is a holiday in China, no one actually expected that payment this week they would have already gotten it if they were gonna get paid.
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Sep 21, 2021 13:27
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Ola posted:Futures spooked at this, but holding it together. You always gotta paint the tape red while the Fed is meeting so they decide the economy is too fragile to taper. Yesterday might’ve been enough though and Evergrande is a risk and they can’t stop printing money as long as there are risks.
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Sep 21, 2021 13:27
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Tokyo Sex Whale posted:I’m kinda daunted because I want to write a book in response to the article. Been rereading Minsky on Keynes too, since that’s the intellectual tradition. Couple short random thoughts while phone posting: GDP is a worthless metric that is only a metric because it’s relatively easy to measure. Like some sort of wealth tax? He touched on the notion of purchasing existing assets being a mostly unproductive and economically worthless transaction a couple of times which I thought was interesting as it is something that has been discussed here in relation to our housing market. It got me wondering if rather than using the same capital gains tax regime for all assets, if you could tax advantage newly built assets (or new share issues) more than existing assets you would at least encourage stuff to be built. It wouldn't be perfect and I can easily see it being taken advantage of and resulting in something similar to those Chinese ghost cities.
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Sep 21, 2021 14:01
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Darth TNT posted:Get stocks in a sheep farm! The wool market is going to the moon! You’re not going to pull the wool over my eyes that easily!
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Sep 21, 2021 15:46
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nomad2020 posted:I don't honestly believe that decorum is more important to Nancy Pelosi than her ice cream freezer money.
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Sep 21, 2021 18:28
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Stonks go up, stonks go down. You can't explain it
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Sep 21, 2021 19:30
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yr new gurlfrand! posted:Apes!! You’ll never believe how illumi-naughty the globalist shadow bankers have been!! 🦍🦍🦍💎💎💎 What’s the ticker for illumi-naughty?
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Sep 21, 2021 21:02
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Anyone know a coal or coal adjacent ETF? KOL is closed. I want to see the chaos. https://twitter.com/KarlMathiesen/status/1440398670713610244?s=19
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Sep 21, 2021 21:27
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SMOG is down about 20 cents Does anyone besides utilities use coal at scale I don't think many people were building new coal anyways, the math just doesn't pencil out against battery backed renewables. India has close to 300 coal plants approved, but they're all trying to get reapproved as solar projects because they're way more profitable than coal
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Sep 21, 2021 21:50
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Hadlock posted:but they're all trying to get reapproved as solar projects because they're way more profitable than coal
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Sep 21, 2021 22:04
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So MRIN just exploded out of nowhere. Still bullish on IVC, people have started to pick up the new 12.50 and 15 strikes that were introduced yesterday. https://finance.yahoo.com/quote/IVC/options?date=1634256000&straddle=true
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Sep 21, 2021 22:17
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cirus posted:So MRIN just exploded out of nowhere. MRIN seems like recycled news. The revenue sharing agreement replaces the old one. I haven’t seen anything that says there’s a material difference. Maybe there is… but there’s reason for caution if thinking about getting long
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Sep 22, 2021 04:59
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gay picnic defence posted:Like some sort of wealth tax? Yeah, more like a wealth tax than taxing capital gains. I don't think you could tax cash holdings either. Since asset prices should be moving up or down in response to anticipated future cash flows when the economy is contracting and asset prices are going down taxes would go down and vice versa which is nice. I don't necessarily think in general you want to encourage things to be built, the idea should be to limit growth to productive growth. Asset price appreciation isn't actually an economic good in itself it's a symptom of a good outcome (higher anticipated cash flows).
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Sep 22, 2021 07:25
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Hadlock posted:Sinic trading halted on news of Evergrande Evergrande is now controlled by chinese government, or will be by the end of the week https://asiamarkets.com/imminent-china-evergrande-deal-will-see-ccp-take-control/
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Sep 22, 2021 10:54
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GoGoGadgetChris posted:Where's the smart place to deploy a couple milliónes right now Looks like it was SAVA of all things. This recent news just a fluff piece or do they actually have "top results" in a recent trial? edit: and it's looking like it wants to give that up today by the action in the first 30. pixaal fucked around with this message at 14:58 on Sep 22, 2021 |
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Sep 22, 2021 14:10
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Number go up? All my poo poo is magically up 5% in pre market
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Sep 22, 2021 14:24
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