Investing General Discussion

Jysin · Monday at 11:30 AM

Tirant said:
Bought some UNH this morning. We'll see if I'm too early, as I tend to be. Hopefully insiders buying will turn some sentiment.

Tirant · Monday at 12:15 PM

Nice snag at $260. Wasn't that low very long! I'm in at $301

Haus · Monday at 1:54 PM

tugofpeace · Tuesday at 1:00 AM

Haus said:

probably because moody's ruined their reputation in 2008.

Furry · Tuesday at 1:08 AM

pwe said:
Is this the one? Haven’t watched it, just thought it could be relevant.

Quantum computing is total bs, but lots of people think it isn’t total bs. Sentiment is more important than reality short term. Not a company I’d invest in, but it’s likely not something that will collapse or be viewed negatively short term, as most people going after quantum computing expect it to take a while to realize something useful.

pwe · Tuesday at 2:05 AM

Furry said:
Say what you want about moody's their outlook on the US's debt situation is rosy. We've dug ourselves a massive hole and nobody is willing to do what it takes to get out.

Printflation goes brrrrr?

Sanrith Descartes · Tuesday at 10:56 AM

edit: 20-yr actually breached 5% before dropping back below.

Jysin · Tuesday at 11:02 AM

This shit is a crazy read.

Sanrith Descartes · Tuesday at 11:08 AM

Jysin said:
This shit is a crazy read.

I already saw the original movie, I don't need to see the Klarna sequel as I know how it ends.

Foler · Tuesday at 11:27 AM

Furry said:
Quantum computing is total bs, but lots of people think it isn’t total bs. Sentiment is more important than reality short term. Not a company I’d invest in, but it’s likely not something that will collapse or be viewed negatively short term, as most people going after quantum computing expect it to take a while to realize something useful.

You’re wrong.

Also anyone snatch some QBTS before open for 30% gainer? Up a total of 140% now.

Burnem Wizfyre · Tuesday at 11:27 AM

Jysin said:
This shit is a crazy read.

Those burritos have been reduced to human shit and klarna has securitized it, through the use of bullshit they have securitized human shit.

We have reached peak shit and it’s only a matter of time before the shit hits the fan.

Gravel · Tuesday at 11:39 AM

Jysin said:
This shit is a crazy read.

I mean, everyone called how retarded this shit was to begin with. The ABS part is new. But still, the company will likely bankrupt before the end of the year, not even remotely making it close to the end of the decade.

Anyone who loses money on this one deserves it. It doesn't (hopefully) have banks taking out CDS's on the ABS's, causing the entire system to collapse, nor does it have nearly a decade of it becoming entrenched.

Luckily for us, the entire thing was way too retarded to bring down the whole system.

Jysin · Tuesday at 12:13 PM

Some bear porn today floating about:

Flobee · Tuesday at 12:15 PM

Sanrith Descartes said:
View attachment 587038

edit: 20-yr actually breached 5% before dropping back below.

Of Trade and Capital: A Tale of Two Strategies | Commonplace

Beyond tariffs, capital flow tools play a crucial role in reshaping and strengthening the American economy for the future.

commonplace.org

The Economic Case for Capital Flow Tools

While tariffs address security concerns by urgently decoupling U.S. supply chains, capital flow tools directly target the economic distortions driving imbalances. The administration appears to be developing three primary tools:

The U.S. Sovereign Wealth Fund (SWF), which functions as a mechanism to create outward capital flows from the United States, reducing upward pressure on the dollar and making U.S. manufactured goods more competitive.

Reinstating the 30% foreign withholding tax on interest income, which existed until 1984. This policy would make U.S. financial assets less attractive to foreign investors, particularly central banks, reducing capital inflows that drive dollar strength and the trade deficit.

Potential capital controls using the International Emergency Economic Powers Act (IEEPA), which grants the president broad authority over international transactions in response to national security threats.

The administration isn’t just talking about rebalancing trade, it’s assembling the tools to actually do it.

https://www.reuters.com/business/finance/us-poised-cut-capital-requirements-banks-ft-reports-2025-05-15/

The SLR is a rule that requires big U.S. banks to keep an extra layer of loss-absorbing capital.

The U.S. banking industry is optimistic that regulators will soon move to change how much capital they set aside against typically safe investments, particularly after the turmoil in Treasury markets last month.

Cayman Islands 4th largest UST buyer = Hedge Funds

Foreign Capital is no longer welcome in US markets. What does that mean to you?

Lightning Lord Rule · Tuesday at 12:25 PM

Burnem Wizfyre said:
Those burritos have been reduced to human shit and klarna has securitized it, through the use of bullshit they have securitized human shit.

We have reached peak shit and it’s only a matter of time before the shit hits the fan.

So you're saying India is trying to manipulate our markets through the back door??

Falstaff · Tuesday at 12:26 PM

99% of hedge funds are domiciled in the Caymans. Caymans being a holder of US debt and it meaning anything is hilarious.

Burnem Wizfyre · Tuesday at 12:28 PM

Lightning Lord Rule said:
So you're saying India is trying to manipulate our markets through the back door??

Yes it’s an end around.

Flobee · Tuesday at 12:31 PM

Falstaff said:
99% of hedge funds are domiciled in the Caymans. Caymans being a holder of US debt and it meaning anything is hilarious.

The point is the leverage that sits on top of those Treasuries. Hedge funds holding that much of a governments outstanding debt is not a good thing. Treasury market is in trouble, and its the only market that truly matters at the end of the day. Money will be printed and Trump has made it clear he's going to do his best to make that money flow to Main Street and not Wall Street. What do you think that looks like if it manifests?

pwe · Tuesday at 12:43 PM

Foler said:
You’re wrong.

Also anyone snatch some QBTS before open for 30% gainer? Up a total of 140% now.

View attachment 587041

They can both be BS and go to the moon... Actual quantum computers are not there yet, so I don't know what they are doing that cannot be done with conventional computers (as per the video). It's a hype/lottery stock, I guess?

Foler · Tuesday at 12:52 PM

pwe said:
They can both be BS and go to the moon... Actual quantum computers are not there yet, so I don't know what they are doing that cannot be done with conventional computers (as per the video). It's a hype/lottery stock, I guess?

Speculation. I’m holding 300 shares. If I lose it all nbd. If it goes up 100000% in 10 years, neat.

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