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  1. Jysin

    Investing General Discussion

    Despite all of this, SPY trying to push back to highs of day. Pretty wild the aggressive bid all week.
  2. Jysin

    Investing General Discussion

    Bullish? 07:41 Global Logistics Updates: Broader market is observing significant negative impact on shipping volumes from China to North America, with 50% cancellations;- Flexport (update) - Source TradeTheNews.com 08:23(CN) China Embassy: China and US not having "any talks" on tariffs; US...
  3. Jysin

    Investing General Discussion

    This should also help calm things today. Yes, it is nowhere near closing a deal, but over the last few days both the US and China seem to be walking back from the extreme cliff edges. There is still sizeable downside risks (especially with Trump tweets), but many of the extreme bearish scenarios...
  4. Jysin

    Investing General Discussion

    New to me too.
  5. Jysin

    Investing General Discussion

    INTC womp womp - Guides Q2 Adj gross margin 36.5% v 43.5%
  6. Jysin

    Investing General Discussion

    I posted this earlier. The clownshow continues.
  7. Jysin

    Investing General Discussion

    I would argue the last few days has been anything but slow and steady. Hell we were -0.7% on SPY premarket and touched +2% intraday. Since Monday, we are up 7.5% on S&P 500 I still find his highly dangerous, given no trade deals have been announced and the fallout of the China shipment cliff...
  8. Jysin

    Investing General Discussion

    Pretty wild call gamma (SPY 550) today. Especially given there is zero clarity on any trade deals whatsoever.
  9. Jysin

    Investing General Discussion

    Someone's lying: 12:29 (CN) US Pres Trump: Had meeting with China this morning; We've been meeting with China - Responding to media question about who "they" (China representatives) are, responded it doesn't matter who "they" are **Earlier: (CN) CHINA FOREIGN MINISTRY: CHINA AND US NOT YET...
  10. Jysin

    Investing General Discussion

    US Atlanta Fed GDPNow Q1: -2.5% (prev -2.2%)
  11. Jysin

    Home buying thread

    10:00 *(US) MAR EXISTING HOME SALES: 4.02M V 4.13ME (slowest March sales pace since 2009) - Months supply: 4.0 v 3.5 prior
  12. Jysin

    Investing General Discussion

    SouthWest Airlines CEO: 09:43 LUV CEO: Seeing a lot of economic weakness primarily on consumer side; Demand has fallen off the fastest we have seen since Covid - CNBC - Source TradeTheNews.com
  13. Jysin

    Investing General Discussion

    I feel like the "buy gold" story TODAY is the equivalent of the idea of starting to buy SPY / QQQ puts at the lows -20% from the highs. If you really wanted to hedge, the time to do it is in times of stability / markets at highs when gold is suppressed. We are still quite far from all of...
  14. Jysin

    Investing General Discussion

    16:20 *(CN) US PRES TRUMP SAID TO INCLUDE AUTO PARTS FROM CHINA IN some TARIFF EXEMPTIONS - FT - Auto parts to be exempted from some China tariffs as well as US tariffs that apply to steel and aluminum - Source TradeTheNews.com
  15. Jysin

    Investing General Discussion

    IBM big EPS beat and a strong guide.
  16. Jysin

    Investing General Discussion

    Well, the China ass kissing was short lived.
  17. Jysin

    Investing General Discussion

    11:24(US) Treasury Sec Bessent: Confirms earlier report that there is no unilateral offer from Trump to cut China tariffs; A full China trade deal may take 2-3 years - Source TradeTheNews.com
  18. Jysin

    Investing General Discussion

    09:59 *FLEXPORT'S FOUNDER: IN THE 3 WEEKS SINCE THE TARIFFS TOOK EFFECT, OCEAN CONTAINER BOOKINGS FROM CHINA TO THE UNITED STATES ARE DOWN OVER 60% INDUSTRY WIDE.
  19. Jysin

    Investing General Discussion

    The clown show continues: 09:54(CN) Pres Trump Administration not expecting emenant unilateral tariff changes in place for China; Not seeing evidence that US engaging in negotiations with China - CNBC's Javers - Source TradeTheNews.com
  20. Jysin

    Investing General Discussion

    09:37 *(CN) White House Reportedly consider slashing China tariffs; One Official said that tariffs could go down to 50-65% - WSJ - Trump hasn't made a final decision yet on China tariff cuts - Source TradeTheNews.com Another green dildo
  21. Jysin

    Investing General Discussion

    Pretty insane 2 day move considering there is no change in deals whatsoever. The only that’s happened is Trump said he wouldn’t fire Powell, which he can change his mind about another dozen times in the coming weeks. BTFD FOMO still fully in effect
  22. Jysin

    Investing General Discussion

    Tesla ripped with everything else on Trump saying he has no intention of firing Powell. The whole market is gapping massively on that news.
  23. Jysin

    Investing General Discussion

  24. Jysin

    Investing General Discussion

    16:05 TSLA Reports Q1 $0.27 v $0.44e, Rev $19.3B v $21.0Be; -Tariff landscape to have a larger impact on energy unit - It is difficult to measure the impacts of shifting global trade policy on the automotive and energy supply chains, our cost structure and demand for durable goods and related...
  25. Jysin

    Investing General Discussion

    It gets better. Japan / India "deal" clarity: - Sources say the agreement is more to talk about doing a deal rather than an agreement on deals - Source TradeTheNews.com
  26. Jysin

    Investing General Discussion

    We are in full retard mode here. Just now: 13:24 *(US) WHITE HOUSE: THERE ARE 18 TRADE DEAL PROPOSALS ON PAPER - Doing very well on potential trade deal with China - Source TradeTheNews.com Hour and a half prior: 11:59 (US) Treasury Sec Bessent expects to see de-escalation with China as...
  27. Jysin

    Investing General Discussion

    13:08(JP) White House reportedly close to Japan and India trade agreements; May take months for final trade deals - Politico - Source TradeTheNews.com 13:13(CN) US Treasury Sec Bessent: China negotiations will be "a slog"; Describes current bilateral trade situation as an embargo - press citing...
  28. Jysin

    Investing General Discussion

    Market pop on: 11:59(US) Treasury Sec Bessent: Expects to see de-escalation with China as current situation is unsustainable - press citing sources at JP Morgan event - Source TradeTheNews.com
  29. Jysin

    Investing General Discussion

    Snippet from the Verizon conference call. Someone is out of touch with the weakening consumer. "Cost increases in handset prices due to tariffs will be absorbed by the consumer" - conf call comments - Source TradeTheNews.com You heard it here, $2k iPhones are just going to be absorbed by the...
  30. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Patch today says they lowered Zeb’s min hit value. Curious how it plays out, but I had heard the same re plate tanks lacking vs evasion classes like Monk.
  31. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    First Emp kill down. No spell. =/
  32. Jysin

    Investing General Discussion

    Huge volume on that LOD break on SPY. 5min chart
  33. Jysin

    Investing General Discussion

    A ton of earnings moves come after forward guidance. It is enough to wipe a stellar quarter with bad guides. I am in full agreement with @Sanrith Descartes that I think there is a lot of risk going into this season that we get either pulled or negative guides. Markets hate uncertainty and...
  34. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    The dots are pretty great with the recent boost. 1s cast and double duration. The problem is all of the other utility is worthless at end game. Slow doesn’t work, all stat buffs useless as everyone is stat capped, haste useless as haste is capped. Cripple is nice, but only used on Zeks, Quarm...
  35. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    There is also the option of de-leveling yourself via the winged gal in bazaar and go back to DN and doing huge zone clears of mobs with fuck all hp to level your gear up. This is probably the quickest way solo, especially with 50% server xp bonus running. You pay some trivial plat to de-level...
  36. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Eh, BiS items even at green level command a premium vs any other Time loot. Hell, that Quarm bracer is still 70k-90k plat at green quality.
  37. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Let’s be real though. There has to be incentive and a benefit of Legendary drops. No one would farm a thing if it took 10-15min to level items from regular quality to lego. we've got an entire month of Easter bonus xp now for you to knock these out at what is likely 30min a pop in a good Fire group
  38. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    They had a recent change to shaman healing like Tnarg that makes it uninterruptible. I can easily handle Quarm and Seru+3 (haven’t tried 4) as SK,Shm,Rog. The heal still takes a decent cast, but knowing it’s 100% going to land makes it a reliable solid heal.
  39. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    If you are trying to level up items solo, then yes it blows! However, if you’re in a PoFire group at lvl 65 with everyone blowing stuff up, it isn’t that bad. I think it took about 45min to take a Quarm bracer from plain to legendary for me the other day. This was with 0 server xp buff. Likely...
  40. Jysin

    The Heroes Journey (Multiclass EQemu Progression Server)

    Despite the initial pushback, they’ve already said changes are coming to Leopard. (Gee, guess the complaints were valid after all?) Lowered from 3s cast down to 2s (plus any spell haste reductions), now a group spell vs single target, duration left at 3min. Being a group spell I guess just...