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  1. Jysin

    Investing General Discussion

    UNH fwd PE of 9.
  2. Jysin

    Investing General Discussion

    Speaking of healthcare: UNH dump after hours. UNH *Follow up: Co reportedly under criminal investigation by US DOJ for possible Medicare fraud; DOJ's healthcare fraud unit is overseeing probe - WSJ
  3. Jysin

    Investing General Discussion

    We just had a softer than expected inflation print. Stock market has just ripped a V recovery and flirting back to ATHs. 30% China tariffs will still be inflationary. All reasons for the Fed to keep rates as-is. All politics aside, it is the prudent thing to do for now. This is downward pressure...
  4. Jysin

    Investing General Discussion

    10/20/30yr yields are not painting the most bullish picture for US refi on its debt. US10Y > 4.5%
  5. Jysin

    Investing General Discussion

    WTF is TSLA doing? lol
  6. Jysin

    Investing General Discussion

    I’m likely going to be hunting for 2-3 month dated index puts to hedge this market.
  7. Jysin

    Investing General Discussion

    Big gap above 200D and 100D on SPY. I am dubious how much more this rally can go, given we are running out of positive pumps. The reality of the situation remains that a 30% tariff is still in place, which is fairly consequential to most businesses. We are still set for the supply shock to hit...
  8. Jysin

    Bitcoins/Litecoins/Virtual Currencies

    I am fairly novice in terms of blockchain technicalities, but if I am correct, transaction volume on blockchain is a massive hurdle, no? Especially when we start talking about pure volume of transactions in the global stock markets. What kind of compute would be required to keep up with that ledger?
  9. Jysin

    Bitcoins/Litecoins/Virtual Currencies

    Some half truths there. First to note, last year trade settlements were updated to T+1, so all trades are settled overnight basically. Also, there are plenty of brokers that do not participate in payments for order flow. There are also brokers that offer direct exchange routing. It’s Joe Blow...
  10. Jysin

    Investing General Discussion

    These numbers are impressive. Might be an indication of NVDA.
  11. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Well, burst is not the forte of SK/Shm/Rog. It is more of a slow and steady burn with reasonable sustain. The way you describe it makes me want to just skip it altogether.
  12. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    What is your class combo? I tried taking down the weak version (Druzzil help) as an SK/Shm/Rog with BiS (>4400 AC) and got smacked down twice on the first add. This encounter is so horrendously overtuned, it is absurd. None of us want to be grouping for one mob in the game.
  13. Jysin

    Investing General Discussion

    11:17(UK) UK Govt: US tariffs on automotive immediately slashed from 27.5%, with steel and aluminum reduced to zero Not bad for the first deal. Our 10% tariffs remain in place while the UK caved.
  14. Jysin

    Investing General Discussion

    06:00 *(US) Reportedly federal human resources agency at the heart of Musk's DOGE efforts to slash the federal workforce is poised to roll out software to speed layoffs across the US govt; Program could "turbo-charge" mass layoffs - press - The software could turbo-charge the rapid-fire effort...
  15. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Well, patch is in and now you can skip P1-3 of Time. General Changes Most Focus Effect types which previously had a randomized effect now have a static effectiveness. Improved Damage Focus increased in effectiveness by 1000%. Many Improved Damage Focus will now be effective on AoE spells...
  16. Jysin

    Investing General Discussion

    Markets had puked, but theres talk of Trump backing off chip restrictions and we mooned again.
  17. Jysin

    Investing General Discussion

    Thanks Google.
  18. Jysin

    Investing General Discussion

    Also google right now:
  19. Jysin

    Investing General Discussion

    Google taking a shit on this I think reality is setting in that search is moving away from traditional browsers like Google. ChatGPT is so much better suited to answering internet questions. Add to the fact Google search results have become aids since they bloat the page with paid promos /...
  20. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Check the tabs along the bottom.
  21. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Is Mag epic still best at 65, or one of the regular PoP spell pets now with focus?
  22. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Bottom of the Hole has a bunch of undead in the building. That’s where I would be.
  23. Jysin

    Investing General Discussion

    I still dont get Tesla's cheapness and unwillingness to move on to Lidar systems. Their heavy use on camera systems seems an unnecessary liability at this point.
  24. Jysin

    Investing General Discussion

    Wires overnight claim the US approached China on getting formal talks started. Markets up on the thawing of rhetoric.
  25. Jysin

    Investing General Discussion

    Yet still has the jankiest shit AI assistant (Siri). Half the AI features the promised over 6 months ago still aren't released. Total clownshow over there.
  26. Jysin

    Investing General Discussion

    McDonald’s, $MCD, US sales drop by most since height of pandemic in 2020 Not sure if this is the absurd pricing of fast food these days or impact of GLP1 inhibitors (Ozempic etc). Possible consumer slowdown? Why not all 3?
  27. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Only point with that is you didnt necessarily NEED +4, it was nicer for drop % chance. Even today in full PoP BiS, I am only running +3 as the added time and headache of +4 isnt worth it for me. Petcucks are well.. just stupid. No idea why the devs are afraid to touch them. I made a Mag/Bst/Brd...
  28. Jysin

    Investing General Discussion

    I truly think markets are in full blown denial mode for the incoming inflation / consumer weakness. Prior to tariffs, we've had months of reports of vehicles piling up on dealer lots unable to move. MSRPs way too high, interest rates too high, rising delinquencies, etc. Then you get headlines...
  29. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Every time I have seen people complaining about Agnarr in ooc chat, they are clueless that there is the option of killing the portals that spawn the adds. Most roll in there with the previous PoP content in mind just trying to DPS explode Agnarr focusing solely on him and get overrun with adds...
  30. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Encounter. Singular. Most class combos can easily handle everything up to Quarm solo with appropriate gear and AAs. Zeb is a custom encounter that likely gets easier in the next xpac. Just like many struggled with Seru +3 or +4 until PoP hit.
  31. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Not happening. The stop at DoN is an EQ Emu limitation. That is as far as it goes from the Emu community. Their plan is more custom content following that.
  32. Jysin

    Investing General Discussion

    13:52 *(US) US Commerce Sec Lutnick: Have a trade deal done but waiting on PM and Parliament approval - CNBC
  33. Jysin

    Investing General Discussion

    Also.. huge LOLs:
  34. Jysin

    Investing General Discussion

    Holy shit. We are going to bankrupt the nation at this rate. US Treasury bumps April-June borrowing estimates up to $514b vs $123b previously.
  35. Jysin

    Investing General Discussion

    Gotta chase that AI R&D dragon
  36. Jysin

    Investing General Discussion

    This an accurate take. If we are in a world where the Gold ETFs are worthless, we are also in a world where lead bullets > gold. Not hyperbole.
  37. Jysin

    Investing General Discussion

    Prices paid show inflation is here (and likely to surge massively if China tariffs remain in place) Hard to cut in those circumstances.
  38. Jysin

    Investing General Discussion

    basically every stat of our manufacturing activity is bad. Collapsing activity, collapsing new orders, shipments from positive to negative, prices paid for materials way up (inflation).
  39. Jysin

    Investing General Discussion

    Bullish?
  40. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    You know you can load Emp with SK fire dots, right? (SP makes a big difference)