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Nfcknblvbl posted:Sodium ion batteries are beginning to make their way into EVs. They’re cheaper than lithium ion, and have similar energy density to lipo batteries. Whoops missed this, yeah great point. Sodium is effectively limitless (it's a primary component of sea wate, for example ) and is definitely going to put a cap on commodity prismatic lithium battery prices like lifepo4 Sodium batteries won't compete with lightweight, high performance batteries like li-poly and cylindrical cells (18650, 2170, 4680) seen in the top line model S, but probably will go in trucks, minivans, econoboxes
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Jan 18, 2024 20:57
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Another great thing about sodium batteries is how easy they are to recycle, you don't need expensive factories to recover the materials in them like lithium.
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Jan 18, 2024 21:00
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Yeah just crack one open like a beer can and pour it right back into the ocean or not Sodium has a much lower (like half) maximum discharge rate compared to lithium, but for toodling around town and accelerating at civilian rates on to the highway it's more than adequate Hadlock fucked around with this message at 21:09 on Jan 18, 2024 |
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Jan 18, 2024 21:06
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This all sounds like a lot of work when you can just trade SPX 0DTE, just saying
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Jan 19, 2024 00:32
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Or short vol
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Jan 19, 2024 00:42
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Ew
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Jan 19, 2024 01:21
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I want to copy a friends trades. I don't want access to their trading account, and I don't want them to have to text me all the transactions they make. Is there a way I can monitor their activity remotely?
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Jan 19, 2024 01:47
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Is your friend a senator
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Jan 19, 2024 01:48
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ChocNitty posted:I want to copy a friends trades. I don't want access to their trading account, and I don't want them to have to text me all the transactions they make. Is there a way I can monitor their activity remotely? no to monitor their trading activity they would have to either give you access to their account, or publish their trading activity in a place you can see it. also you should not copy your friend's trades blindly, there's a zero percent chance that this is a good idea
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Jan 19, 2024 01:56
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ChocNitty posted:I want to copy a friends trades. I don't want access to their trading account, and I don't want them to have to text me all the transactions they make. Is there a way I can monitor their activity remotely? Buy an index fund or sector ETF
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Jan 19, 2024 02:02
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ChocNitty posted:I want to copy a friends trades. I don't want access to their trading account, and I don't want them to have to text me all the transactions they make. Is there a way I can monitor their activity remotely? your friend could become a registered investment advisor and manage your account: https://advisorservices.schwab.com/ https://advisorservices.schwab.com/serving-your-clients/acct-mgmnt-trading if you do this please post the daily play-by-play here for comedy goldmine
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Jan 19, 2024 02:18
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Leperflesh posted:
Not true, if their friend is a senator it's more than likely break even, at worst. Assuming they make the same trade on the same day
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Jan 19, 2024 02:30
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Hadlock posted:Not true, if their friend is a senator it's more than likely break even, at worst. Assuming they make the same trade on the same day You should buy the IP address for https://www.senate.gov
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Jan 19, 2024 02:34
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If you have access to the days trades you could do this in at least two ways, assuming you're tracking a finite number of tickers and they're buying more than ~7 shares. You'd have to be completely insane: 1. Using a one time pad method, when they buy a block of shares they buy them in a pre agreed upon multiple and number of randomly chosen but previously agreed upon cents, i.e. 700 shares of Ford but bought 100 shares x 7 times at a price of $X.73 2. Buying some medium large multiple of shares like above but the cent price is the checksum of some combination of the share price, number of shares and today's date There's always the chance that someone figures out your plan and triggers your script to buy $50 million dollars of NDRA 5 minutes before they declare bankruptcy There's still some statistical chance you end up copying someone else's trade, or you end up in a feedback loop of some LLM that's picked up on the pattern (one time pad should prevent that though) Hadlock fucked around with this message at 02:49 on Jan 19, 2024 |
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Jan 19, 2024 02:45
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Assuming this isn't just a dumb way of asking "How do I insider trade, goons??" the answer is probably a shared Google or excel sheet. Or better yet Gmail forwarding rules.
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Jan 19, 2024 04:17
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Is it possible to short the reddit IPO before it's listed Seems like having the reddit ticker on your exchange error be a huge blow to your reputation
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Jan 19, 2024 04:43
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I didn't quite know where else to post this, but I've been playing with Excel for a while and have devised a way to derive the zero coupon yield curve from the par yields posted on the US Treasury website. The zero yield curve is the only actually useful yield curve because it makes no irritating assumptions about reinvestment of interim interest payments. I started with a linear calculation between the published years, but then I decided to base it on the natural log of the time between the years because my impression is that the yield curve tends towards flatness over long periods, and then I threw in a tweak to make the slope continuous. I get a curve that looks nice except for at the 20-30 year period, which is kind of wonky because of the unusual shape of the yield curve at present (it inverts, un-inverts, and then reinverts). Does anyone actually play with fixed income analysis using Excel or are we all still looking for meme stocks?
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Jan 19, 2024 06:41
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Just so you all know the amazing dd that gets posted in the discord (i'm thinking within 3 months) (ps There's a handful of real sharks in the discord, I'm not and I'm making a joke) Toalpaz fucked around with this message at 15:38 on Jan 19, 2024 |
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Jan 19, 2024 15:30
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I'm back in the NG game! /NGH decided to go below $2.50 again. Opened up a 90C about two days ago, and just rolled it. Added a 100C for next week. Current positioning (gently caress Rick Ross lmbo) 
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Jan 19, 2024 15:48
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new all-time high daily close for s&p, nasdaq, djia
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Jan 19, 2024 22:08
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Logged in after close to a big red margin call alert on my main account. I didn't think I was anywhere near being in trouble, in fact I thought I had everything more than covered, even if the underlying on every option position I had went to 0. Yes, a few orders had filled at close while I was away, but it wasn't *that* much, even at 100% requirements. Fumbled around trying to quickly add everything up to verify, called in to support, refresh my screen..... alert is gone, back to (massively) covered. What the gently caress is going on Etrade/Morgan Stanley? "Ohhhh you know, just a glitch lololol, everything looks good, you have more than enough. Hey, can we interest you in some financial planning services?" Jesus christ, I gotta be done with these guys. I expressed bigly concern that they might *glitch* again and firesale my positions with market orders, which would probably result in some large losses for me. The guy said *usually* they give 24-48 hours, and someone actually puts eyeballs on the thing. But if the glitch is big enough? Ehhhh, I don't trust 'em.
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Jan 20, 2024 00:04
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I think the title of this or a previous version of this thread used to be "never e*trade" and I feel like that may still be good advice
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Jan 20, 2024 00:07
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Leperflesh posted:I think the title of this or a previous version of this thread used to be "never e*trade" and I feel like that may still be good advice Man, I was the guy who always said they've been fine. I've been with them since pretty much the beginning, almost 30 years. But this morgan stanley integration is ..... holy poo poo.
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Jan 20, 2024 00:08
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Baddog posted:Logged in after close to a big red margin call alert on my main account. I didn't think I was anywhere near being in trouble, in fact I thought I had everything more than covered, even if the underlying on every option position I had went to 0. Yes, a few orders had filled at close while I was away, but it wasn't *that* much, even at 100% requirements. When I worked retail we would only liquidate if the full account balance was about to go negative. If it was just not meeting the margin requirements but still very in the green we'd call and try to get a wire, check, or facilitate a user sale to meet margin requirements. Usually it would be the most leveraged positions first, so if something had special requirements like a Gamestop, we'd probably liquidate that first.
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Jan 20, 2024 00:13
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Leperflesh posted:I think the title of this or a previous version of this thread used to be "never e*trade" and I feel like that may still be good advice Sure, but they found me anyway. I was in Optionshouse and they got bought out
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Jan 20, 2024 00:18
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Oscar Wild posted:When I worked retail we would only liquidate if the full account balance was about to go negative. That's good to know. It would have to be a monstrous "glitch" for that to happen. I would hope in the process of figuring out what needs to be sold they would bust out a calculator and realize things weren't adding up? The guy was giving me a story about how yesterday they had someone who was naked short calls and the spread went way high (as it can on illiquid poo poo), a margin call was triggered, and they got it all sorted out eventually without anything getting sold. But dude, I'm naked short puts, not calls, there is a cap on my losses. And I'm fine even if you move *everything* to 100% requirement (cover max loss). What the hell.
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Jan 20, 2024 00:49
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join everyone else at schwab, tasty, ibkr, or fidelity i never hear anyone on discord talking etrade
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Jan 20, 2024 00:58
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Most brokers especially back office guys are degenerate gamblers too and they've passed the series 7 so I'd hope they'd take the time to review the account to see that the marginable value of the account was more than enough to offset the derrivative. But they also might be experiencing Adderall induced amphetamine physchosis while posting on reddit WSB. I mean, they passed the 7.
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Jan 20, 2024 00:59
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Oscar Wild posted:But they also might be experiencing Adderall induced amphetamine physchosis while posting on reddit WSB. I mean, they passed the 7. Haha yah...... pmchem posted:join everyone else at schwab, tasty, ibkr, or fidelity I'd like to get everything from this estate settled, and it is *still* dragging on, almost a year now. I need to get moved this year though, I guess might as well start moving some accounts. Schwab and tdameritrade/thinkorswim integration has gone ok, no issues popping up?
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Jan 20, 2024 01:15
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I actually had a very short term margin warning glitch happen to me once on Fidelity when I was enabling margin on an account and they were moving some assets from cash to margin but not everything was immediately adding up correctly. Does give you a bit of a panic. From what I've learned though the overnight period is pretty critical especially in margin accounts for the people on the backend to move the numbers around to their actual correct places. That's probably why they give you a couple days to sort things out when a margin call sounds before they start selling assets, it also gives themselves a couple overnight periods to identify potential glitches.
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Jan 20, 2024 01:46
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$PAYX came up on a screener of mine. Anyone have to deal with payroll processors in their day job? How does Paychex compare to ADP, Gusto, Rippling, etc.? A lot of fintechs out there targeting this space, so I wonder if Paychex has any kind of competitive advantage or if it's gaining market share. Anyone know?
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Jan 22, 2024 13:48
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Leperflesh posted:I think the title of this or a previous version of this thread used to be "never e*trade" and I feel like that may still be good advice it was also "What's the grace period on a margin call?" for a while and I love how those streams are crossing
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Jan 22, 2024 15:13
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pmchem posted:$PAYX came up on a screener of mine. They're all fighting over the tiny bottom end of the market of small businesses that operate in one state and have minimal compliance concerns. For any business that's bigger than a single proprietorship everything other than ADP may as well not exist. It's just too important for anyone to roll dice on the new guy.
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Jan 22, 2024 15:18
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I used to work at a company that did their own payroll processing. They might have been the back end for trinet at one point. I used to have lunch with the CTO, VP of engineering (only about 30 us employees) who both had been there from conception 15+ years ago. They both said the same thing: payroll is a money loser, unless you're ADP and has the volume to operate at ADP scale. It's not worth the engineering time and money to keep it running. I forget why they didn't get rid of it and switch to ADP but maybe they were kicking the one time conversion costs down the road. Anyways TL;DR C suite industry veterans were constantly complaining that they didn't want to compete with ADP since the margins are almost nothing and they were losing money on it Also Pennsylvania has crazy weird tax laws there's a dedicated service that updates PA tax laws weekly. PA can have different state taxes per zip code not just per city and they can modify it quarterly or something? I forget. Tax calculations get stupid real fast. All I remember is sometimes they would ship the new tax rules at like 11:59pm on Sunday and we'd have to get it loaded by 7am to send people the right paycheck. Payroll sucks Edit: this information is kind of dated, circa early 2019 Hadlock fucked around with this message at 20:42 on Jan 22, 2024 |
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Jan 22, 2024 20:37
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my wife runs a small nonprofit and it's ADP all the way. ADP offers the 401k, it does the payroll stuff, it integrates with quickbooks etc., it has live 24/7 support, and it's reasonably costed it also loving sucks in several ways, with some very confusing interfaces if you want to do anything sorta complicated in my wife's case that's having some employees who also do jobs for which they get paid a contractor wage, on a per-hour basis, but with a fixed base remuneration, and just getting ADP to handle that poo poo is a giant pain in the rear end but like, many other payroll options just straight up can't do that at all, like no you cannot have someone drawing a salary and also pay them for 8 hours of kiln firing this month so in conclusion yeah ADP is the elephant in the room and while the moat isn't large the margins probably suck so much that you have to wonder what the gently caress the competitors are trying to do by pouring VC money into it
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Jan 22, 2024 21:35
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According to Patrick McKenzie's newsletter a big part of it is payroll providers is get to keep the interest on vast amounts of cash they hold short term in custody. In exchange you have to understand and deal with hundreds of different tax regimes and also accept the credit risk for millions of thinly capitalized businesses.
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Jan 22, 2024 21:44
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mrmcd posted:According to Patrick McKenzie's newsletter a big part of it is payroll providers is get to keep the interest on vast amounts of cash they hold short term in custody. I had coffee with that guy once in Tokyo, in 2017, hoping to get advice with looking for a job. Didn't lead to anything but it was still a cool conversation.
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Jan 23, 2024 02:24
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So uh, things have escalated rapidly as they usually do in NG land. Bag holding the 90C. Just rolled the 100C to next week for more credit since I saw a little blood and chop at open today. Decided to piggy out and opened short duration call credit spreads yesterday at open and now today. New port ATH. (probably gone tomorrow lol) 
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Jan 24, 2024 15:45
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pmchem posted:other bank notes: check out $OPBK, a korean christian bank with a huge loan book, solid LT growth, and crazy good ROE/ROTCE and margins. shame on an IGA posted:wait so they have a highly correlated base of depositors who all talk to each other pmchem posted:hah. but quite a different sort of clientele compared to silicon valley bank, yes? following up on this while I idly listen to the tesla earnings call for novelty value... https://stockcharts.com/freecharts/perf.php?KBWB,KRE,JPM,C,OPBK&n=134&O=011000  OPBK, the little bank that could! their earnings are tomorrow night, wonder if it'll hold up? I currently have no position and haven't looked into it for months
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Jan 24, 2024 23:50
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Screw it, I'm buying more Nvidia and I'll ride it all the way to the market cap of Apple.
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Jan 25, 2024 06:14
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