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  1. Jysin

    Investing General Discussion

    100%
  2. Jysin

    Home buying thread

    Nothing to see here...
  3. Jysin

    Home buying thread

    Don't underestimate the sprawl near these mega bases though.
  4. Jysin

    Home buying thread

    My brother just moved to Navarre, and while the beaches are stunning, it shares the same issue as Norfolk VA. Both of them have massive military presences. Norfolk has the largest Naval base in the entire world (and all the shit people / gov / gov contracting in that space). Pensacola area also...
  5. Jysin

    Investing General Discussion

    Up is the long term path of less resistance (by a wide margin). Also:
  6. Jysin

    Investing General Discussion

    From Bloomberg: Traders are now fully pricing in another quarter-point interest rate increase by the Federal Reserve within the next two policy meetings and a more than one-in-two chance that it could be as soon as next month. The shift came as US rates rose across the board.
  7. Jysin

    Investing General Discussion

    NVDA just tapped $385+. Some insane price action. *edit* $395+
  8. Jysin

    Investing General Discussion

    NVDA raised Q2 guide to 11B vs the 7B expected. Guess the AI hype continues!
  9. Jysin

    Investing General Discussion

    TLT is worth eyeing again. Down to support levels here, but likely gets crushed lower on the flood of T-bills due after the debt ceiling is resolved. This will have a big move to make once we actually pause and eventually start cutting rates. I just dont think it as soon as the market thinks...
  10. Jysin

    Investing General Discussion

    So markets have priced in rate cuts by July and you've got Bullard out here today talking 2 more hikes totalling 50bp, "do more now", inflation not moving, etc.
  11. Jysin

    Investing General Discussion

    The point people are making is the fact it shed like 75% from peak to last November. I don’t think anyone had it easy investing during that period. It doubled recently from those lows, but again dropped another 30%+ in recent months. Everything looks easy in retrospect. What crystal ball are you...
  12. Jysin

    Investing General Discussion

    I am honestly shocked the market hasn't completely puked on this barrage of news this morning: 11:06 (US) Fed Chair Powell: Rates may not need to rise as high given credit stress; Inflation is far above fed objective 11:10 (US) Treasury Sec Yellen reportedly told bank CEO's more mergers may be...
  13. Jysin

    Investing General Discussion

    13:30(US) House Financial Services Chair McHenry (R): We are not close to being done on debt ceiling talks This shit is hilarious.
  14. Jysin

    Investing General Discussion

    Had to step out to pick up the kid. Wowza, NVDA cracked $318. If they have even the slightest disappointment in earnings next week, it is going to get absolutely annihilated. There's only so long this "AI hypetrain" nonsense can last. Every swinging tech dick CEO is out the screaming AI from the...
  15. Jysin

    Home buying thread

    I think Beagle needs his own pool thread. (Not hate, just something I could see exploding with inquisitive questions.)
  16. Jysin

    Investing General Discussion

    10:18(US) House Speaker McCarthy (R-CA): Sees debt limit deal on house floor by next week
  17. Jysin

    Investing General Discussion

    Yields surging today across all durations. Probability of June rate hike went from 0 to just over 36% today.
  18. Jysin

    Investing General Discussion

    Just leaving uninvested cash in Fidelity brokerage is paying 4.75% now. Schwab (TD Ameritrade / Think or Swim) is still paying fuck all nothing on cash seeep and is partly why they are dealing with cash flight to better yields. Quite the price dump on SCHW during this banking crisis for such a...
  19. Jysin

    Home buying thread

    Ok, what the fuck does a $200k+ pool look like!? I remember my parents had one installed in the 90s in FL. Roughly 40ft long and kind of jellybean shaped. Had a jacuzzi spa thing on a higher platform that waterfall dropped to the main pool. Spa was heated, pool wasn’t. That cost roughly $50k...
  20. Jysin

    Home buying thread

    As someone who’s been around plenty of boats, but clueless on swimming pools… salt is the bane of all boat owners. It corrodes and basically eats away anything mechanical it comes into contact with. Wouldn’t the corrosion be a concern over time?
  21. Jysin

    Investing General Discussion

    Because no one is expecting a debit ceiling deal to be made today. It would likely trigger some de-risking the closer we get to June 1st.
  22. Jysin

    Home buying thread

    You're basically moving to where my mom and brother live. I visit on occasion. Can grab a brew when I am stateside and you're all settled.
  23. Jysin

    Investing General Discussion

    I assume they get paid at some point. Cost of borrowing would shoot through the roof though afterwards. Rates would explode higher.
  24. Jysin

    Investing General Discussion

    Well, I made a boomer trade yesterday. Dumped about $200k into 1 month treasury bills. They are now paying ~5.7% (annualized). Nice place to park some funds while we navigate the debt ceiling turbulence. *Edit* Also to note, if you have a Fidelity account, you can buy treasuries directly...
  25. Jysin

    Home buying thread

    Problem with these beach rentals that is anything other than FL or near a large city, is they mint in the summer, but then sit mostly empty in the winter. Get enough of these rental properties (hi AirBNB landlords) and it decimates the local area out of season. Those properties sit empty and the...
  26. Jysin

    Investing General Discussion

    PACW (PacWest bank) down about 25% premarket here as they report deposits fell nearly 10% last week. Also hitting the desk: 08:17*(US) FDIC said to make announcement on deposit insurance fund today, May 11th - press
  27. Jysin

    Home buying thread

    *edit wrong thread
  28. Jysin

    Investing General Discussion

    Remember this name was trading $400 in 2021. Even with this huge gap up on earnings, it is trading $19. Those are some heavy bags for folks. Then there's always this legendary gem:
  29. Jysin

    Home buying thread

    Yea, Florida (like Texas) went crazy hot on housing following the work from home (zero state income tax) and some political reasons. Hell, many NY trade firms have up sticks and moved to Miami / Tampa areas for tax reasons. I believe Tampa has had the largest home price boom in all of the US...
  30. Jysin

    Investing General Discussion

    (US) Goldman Economist Hatzius: Today's takeaway is labor market remains resilient; We still think no recession is mostly likely outcome - CNBC
  31. Jysin

    Investing General Discussion

    On the call right now: Apple CFO: Revenue is lower year over year.
  32. Jysin

    Investing General Discussion

    https://www.apple.com/newsroom/2023/03/apple-introduces-apple-pay-later/
  33. Jysin

    Investing General Discussion

    https://www.apple.com/newsroom/pdfs/FY23_Q2_Consolidated_Financial_Statements.pdf
  34. Jysin

    Investing General Discussion

    Under the surface, not all roses. - Gross margin 44.3% v 43.8% y/y (calculated) - iPhone Rev $51.3B v $50.6B y/y v $50.3Be - iPad Rev $6.67B v $7.65B y/y - Mac Rev $7.2B v $10.4B y/y - Services Rev $20.9B v $19.8B y/y - Greater China Rev $17.8B v $18.3B y/y
  35. Jysin

    Investing General Discussion

    Be sure to leave some dry powder aside for the congressional budget fuckery to come.
  36. Jysin

    Investing General Discussion

    14:05(US) Federal and State officials said to be investigating market manifupulation in banks - press
  37. Jysin

    Investing General Discussion

    Here's me skipping my own dd on INTC and taking news for it. My bad. Was watching AMD and NVDA though. News has hit CNBC and Bloomberg, so no fake news short to be had.
  38. Jysin

    Investing General Discussion

    Reports MSFT to fund AMD AI chip research. 13:20 $AMD Reportedly Microsoft helping finance AMD expansion into AI processors - press AMD mooning >10%, INTC / NVDA dumps. **Not mine:
  39. Jysin

    Investing General Discussion

    From 2 weeks ago. Trading $4.40
  40. Jysin

    Investing General Discussion

    Shit gets even crazier. 10:49 [WAL] Refutes FT report; says report of deal talks is "absolutely false" - press WAL claims they are considering legal action vs FT.