CB

DASK

I am going to gently push back a bit here. Gold is a tier 1 reserve asset (Basel 3), on virtually all CB balance sheets, and has special tax status just about everywhere. I mention these, because explicit legal use as a core financial reserve asset is in some ways of thinking a 'use case'.

Embarrassed-Jump-212

[Goldman Sachs has raised concerns about the](https://www.bing.com/fd/ls/GLinkPing.aspx?IG=D0DAAA3164504C5CB1198AE590D9C070&&ID=SERP.5466,5029.1&SUIH=EBHGojn39DvZeBFkak1WvA&redir=aHR0cHM6Ly90cmFkZXJzdW5pb24uY29tL25ld3Mvc3RvY2tzL3Nob3cvMzkyMjczMi1oZWRnZS1mdW5kcy1zaG9ydC1iZXRzLWdvbGRtYW4tcmlzay8) [**stock squeeze risk**](https://www.bing.com/fd/ls/GLinkPing.aspx?IG=D0DAAA3164504C5CB1198AE590D9C070&&ID=SERP.5466,5029.1&SUIH=EBHGojn39DvZeBFkak1WvA&redir=aHR0cHM6Ly90cmFkZXJzdW5pb24uY29tL25ld3Mvc3RvY2tzL3Nob3cvMzkyMjczMi1oZWRnZS1mdW5kcy1zaG9ydC1iZXRzLWdvbGRtYW4tcmlzay8)[, particularly as hedge funds are increasing their short positions, pushing bearish bets close to a five-year high. This trend indicates a significant increase in negative bets, which could lead to a sharp squeeze if stock markets rebound.](https://www.bing.com/fd/ls/GLinkPing.aspx?IG=D0DAAA3164504C5CB1198AE590D9C070&&ID=SERP.5466,5029.1&SUIH=EBHGojn39DvZeBFkak1WvA&redir=aHR0cHM6Ly90cmFkZXJzdW5pb24uY29tL25ld3Mvc3RvY2tzL3Nob3cvMzkyMjczMi1oZWRnZS1mdW5kcy1zaG9ydC1iZXRzLWdvbGRtYW4tcmlzay8)

gamblersgambit08

I said the same thing Sunday night and then Monday morning it blasted, I bought on the way down, but could have found a better CB. Overall, glad I bought…for now

EngimaGenesis

CB confirmed

TheRealGreenArrow420

Best: TSLA: $900 --> $7.5k Worst: CHPT: $11k --> 2.5k I own neither any more. Remaining Best: AMD: +500% over 6 years, $88 CB INTC: +125% over 3 years, $38 CB ABBV: +113% over 5 years, $133 CB Remaining Worst: DIS: +25% over 3 years BABA: +8.5% over 5 years

Vlisa

yep CB at 8%

Vlisa

You learned what a CB was a few hours ago relax lol

gen_x_og_0DTE

First KOSPI CB incoming.

SpicA332

Umm.. well anthropics A/P is also reflected in the A/R of each individual creditor/supplier, until they convert their A/R to shares of the Anthropic. First Anthropic buy (and semicon companies sell) semiconductors with A/R, then convert (offset) that A/R to the shares of Antrhopic. shares can be stocks, CB(convertible bond) , or BW (bond with warrant)

SpicA332

A/R can be converted (offset) into the shares, like BW, CB. And Assets accounted for at amortised cost can only be bond. not something else. so $27 billion of Assets accounted for at amortised cost would be government bond, or corporate bond. but this doesn't make sense. However, BW is also bond, and they are considered as Assets accounted for at amortised cost. So only possible scenario is BW of Anthropic. or you are insisting that samsung bought $27 billion of government bond or corporate bond of some company. And if they had money, they had to pay their debt.

SpicA332

well, looks like you are the only one that read the audit report of Samsung. But then can you answer to this simple questions. 1.A/R is instantly added into the sales/ revenue in accurual method, before it is actually paid. 2.Can A/R be converted into the shares like BW/CB/RSPS (massive increase in investment assets, in Audit report of samsung. 3AI tokens can be also used to pay A/R (offset)

SpicA332

Summary. 1.anthropic buy semiconductors on credit 2 they dont pay, instead they offer (force) semi con comapnies hyperscalers to convert that credit to their share ( BW CB RPSP) 3. if you buy stocks of anthropic, you are paying all the credit that they bought semiconductor and aicomputing and google samsung hynix blahblah all the comapny that received A/R instead of money can earn money, can make a new start.

SpicA332

summary. 1.anthropic buy semiconductors on credit 2 they dont pay, instead they offer (force) semi con comapnies hyperscalers to convert that credit to their share ( BW CB RPSP) 3. if you buy stocks of anthropic, you are paying all the credit that they bought semiconductor and aicomputing and google samsung hynix blahblah all the comapny that received A/R instead of money can earn money, can make a new start.

RoyaleWithCheesess

Alexa play Sweat from my Balls by CB4

Dubious-WhyAmIHere

In my own portfolio, Chubb (CB) around 11x to 12x has been my main value anchor. Huge cash generation, pristine underwriting float, and a fortress balance sheet. I also hold Berkshire (BRK.B) and bought GigaCloud (GCT) two years ago and it still sits around 13x forward earnings for a B2B logistics cash-flow play. I have other prospects but not buying them yet.

Dubious-WhyAmIHere

Currently I mostly look for boring, cash-generative businesses that the market ignored while chasing tech momentum. (even if I do hold some tech) A few that fit the 11x to 16x forward range with solid balance sheets: - Chubb (CB): Trading around 12x earnings. Pristine underwriting moat and huge cash generation (Buffett spent months quietly building a massive stake for a reason). - Berkshire (BRK.B): Basically a fortress holding $300B in cash waiting for a valuation reset. - Honeywell (HON) or RTX: Essential aerospace and industrial backbones trading at huge discounts to the broader index multiple. I stick to profitable, low-debt businesses trading at a 50% discount to SPY's average multiple. And businesses that have a lot of cash, as always, cash is king.

vestiarsz

I’ve been messing around with a weird Solana memecoin called ZIZEK. The joke is that it’s based on Žižek and the contradiction of turning an anti-capitalist critique into a tradable asset. Basically: take a critique of capitalism, slap a ticker on it, and watch people speculate on it. No celebrity involvement or fake utility. It’s literally just a philosophical meme turned into a token, which is probably the most capitalist thing you could do with it. CA: 6dQFQPBy1tMPhcYSRKV1CB23938eSSgEPdgVNBGypump

CurrentAirline9065

$AIG $CB $PGR $MKL are cocking

LetsGoBucs09

JOLTS Job Openings, CB Consumer Confidence Index, S&P/Case-Shiller Home Price Index

DiscountAcrobatic356

You can buy utility preferreds at 7% now. C CB is peanuts that haven’t missed even a common share dividend in 80, 90, 100 years of life 

Hacking_the_Gibson

> The hike is priced in. If the Fed doesn't hike the market will throw a tantrum as it indicates the CB is either captured/asleep at the wheel. No chance. The market is not that forward looking. 

brother_spirit

The hike is priced in. If the Fed doesn't hike the market will throw a tantrum as it indicates the CB is either captured/asleep at the wheel. A hike will get a pass mark, probably. The market wants a hike at this meeting and another one before the end of the year to cool inflation. Green comes if President Diaper announces "mission complete, we won and we're throwing a big parade".

Salt_Contract342

I do like buying dips on good Companies, but CB's are not happening.

kairepaire

It might not come today, it might not come tomorrow, but the circuit breaker cult will live to see the prophecy come true. CB will rise again and visit us one day. Charts will flow down in crimson, options traders will lament, the whole market will stop and gaze in shock for 15 minutes.

kairepaire

It might not come today, it might not come tomorrow, but the circuit breaker cult will live to see the prophecy come true. CB will rise again and visit us one day. Charts will flow down in crimson, options traders will lament, the whole market will stop and gaze in shock for 15 minutes.

Salt_Contract342

There won't be a CB.

twat_muncher

I was there...drinking beer, looking at the CB's every other day, waiting for the government to tell me they'd save us from covid

CantaloupeSea48

Jap bought up their debt (QE) AND stocks ( the first CB to do so), The Fed is doing this now. Weimar was pure money printing at extreme level. We will see BOJ style before Weimar, especially if equities fall and a severe recession occurs

AverageNo130

Researchers used several approaches to stabilize the CB1 receptors. Doing so eliminated behavioral cannabinoid tolerance. MH

Sufficient_Habit5091

> Gold has replaced US Treasuries as the largest asset holdings on CB balance sheets. Didn't know that, interesting.

autumnbreeznleaves

Or some of us are more bearish USD/DXY and world bonds than the US economy. You don't have to believe in unicorns & rainbows to realize it might be a good idea to exchange those depreciating USD for assets. World ex US has outperformed US equities for 2 years now. Gold has replaced US Treasuries as the largest asset holdings on CB balance sheets.

autumnbreeznleaves

I haven't really been paying attention to stocks for weeks. I had some extra cash so I was debating buying some $TLT or $VT since interest rates are near 5%. However I really don't want to own 30 yr US treasuries so I bought 200 more shares of $PHYS (Gold) instead. If Crude Oil prices go much higher it will start causing demand destruction and prices will fall. Gov't & CB's will step in & turn on money printers to go Brrrrrrrr leading us back to Gold.

Sufficient_Habit5091

I can't link substack here, but I highly recommend everyone read "The Fed’s Overton Window Is Shifting" by David Beckworth. Excerpt: >What do the Bank of England (BoE), the Reserve Bank of Australia (RBA), the European Central Bank (ECB), the Riksbank, the Reserve Bank of New Zealand, and the Bank of Canada all have in common today? >Over the past few years, these central banks have begun shifting toward demand-driven operating systems. Some, such as the RBA, ECB, and BoE, have conducted formal reviews of their frameworks, while others have moved more incrementally in the same direction. These operating systems rely more heavily on repo and lending operations as the primary elastic suppliers of liquidity and place greater weight on interbank lending to redistribute reserves across the banking system. >What unites these central banks is a growing recognition that interbank markets should play a larger role in reallocating liquidity, while central bank lending facilities should serve as elastic backstops that allow reserves to expand on demand rather than being pre-positioned in advance. In short, the global trend is away from balance sheet management and toward price-based, demand-driven liquidity provision. >The notable exception to this emerging consensus is the Federal Reserve. Its ample reserve system discourages interbank lending and relies on Reserve Management Purchases (RMPs) to grow reserves over time. While this approach may appear demand-driven too, it is fundamentally different. The Fed manages reserve quantities in advance through asset purchases, whereas its peers supply reserves elastically through routine repo and lending operations that respond to demand in real time. This is the direction the US needs to go as well. The Fed has gone from lender of last resort to essentially liquidity provider of first resort. It tries to guess, top-down what the system desires rather than allowing for it to ask the question in the first place. 4 arguments for why our current system is broken: 1. Interbank lending is completely dead. It should be revived so that private money markets play a larger role in price discovery and market discipline. Right now no one wants to lend to each other under an ample system. 2. Increased fragility. Because banks quickly consume liquidity they are provided, it cannot easily be unwound. "[Rajan, Acharya, Chauhan, and Steffen] argue that as reserves flood into the banking system during QE, banks become more comfortable funding themselves with demandable deposits and other runnable liabilities while reducing more stable funding sources. The reserves created by QE are effectively treated as a backstop for these liabilities, leading banks to expand claims on liquidity even as reserves increase....Evidence from Rajan and his coauthors shows that these runnable liabilities rise during QE and do not unwind proportionately during QT. The result is a system that appears liquid on the surface but is more fragile in practice. This fragility helps explain why QT fails to fully offset QE and instead contributes to a ratchet effect on the size of the Fed’s balance sheet." Banks adapt quickly with new liabilities, so if Fed "overdoes it" QT will find itself hitting a much higher baseline of balance sheet required and liquidity than before. It creates increasing dependence on the central bank. 3. Less banking to the real economy. QE creates a flood of reserves in the system which forces banks to expand their balance sheet, without them asking for it. If Fed buys tons of ($100M) bonds from a pension fund for example, all of a sudden, $100M in flighty deposits have shown up at the bank. This makes banks more leveraged than they want to be (leverage multiples become very high / leverage ratios deteriorate). **So banks respond by shedding their lowest yielding assets (safer) and also become reluctant to lend duration**. 4. Dependence on central bank to drive the economy rather than the CB growing alongside more organically. It becomes a political tool and loses its independence as market calls on it to intervene more and more. -------------- TL;DR for regards - Fed is creating distortions in the banking system with a large balance sheet and starving real economy of capital. Markets become addicted to an increasingly active Fed that will fall under pressure to become political rather than independent.

Sufficient_Habit5091

I can't link substack here, but I highly recommend everyone read "The Fed’s Overton Window Is Shifting" by David Beckworth. Excerpt: >What do the Bank of England (BoE), the Reserve Bank of Australia (RBA), the European Central Bank (ECB), the Riksbank, the Reserve Bank of New Zealand, and the Bank of Canada all have in common today? >Over the past few years, these central banks have begun shifting toward demand-driven operating systems. Some, such as the RBA, ECB, and BoE, have conducted formal reviews of their frameworks, while others have moved more incrementally in the same direction. These operating systems rely more heavily on repo and lending operations as the primary elastic suppliers of liquidity and place greater weight on interbank lending to redistribute reserves across the banking system. >What unites these central banks is a growing recognition that interbank markets should play a larger role in reallocating liquidity, while central bank lending facilities should serve as elastic backstops that allow reserves to expand on demand rather than being pre-positioned in advance. In short, the global trend is away from balance sheet management and toward price-based, demand-driven liquidity provision. >The notable exception to this emerging consensus is the Federal Reserve. Its ample reserve system discourages interbank lending and relies on Reserve Management Purchases (RMPs) to grow reserves over time. While this approach may appear demand-driven too, it is fundamentally different. The Fed manages reserve quantities in advance through asset purchases, whereas its peers supply reserves elastically through routine repo and lending operations that respond to demand in real time. This is the direction the US needs to go as well. The Fed has gone from lender of last resort to essentially liquidity provider of first resort. It tries to guess, top-down what the system desires rather than allowing for it to ask the question in the first place. 4 arguments for why our current system is broken: 1. Interbank lending is completely dead. It should be revived so that private money markets play a larger role in price discovery and market discipline. Right now no one wants to lend to each other under an ample system. 2. Increased fragility. Because banks quickly consume liquidity they are provided, it cannot easily be unwound. "[Rajan, Acharya, Chauhan, and Steffen] argue that as reserves flood into the banking system during QE, banks become more comfortable funding themselves with demandable deposits and other runnable liabilities while reducing more stable funding sources. The reserves created by QE are effectively treated as a backstop for these liabilities, leading banks to expand claims on liquidity even as reserves increase....Evidence from Rajan and his coauthors shows that these runnable liabilities rise during QE and do not unwind proportionately during QT. The result is a system that appears liquid on the surface but is more fragile in practice. This fragility helps explain why QT fails to fully offset QE and instead contributes to a ratchet effect on the size of the Fed’s balance sheet." Banks adapt quickly with new liabilities, so if Fed "overdoes it" QT will find itself hitting a much higher baseline of balance sheet required and liquidity than before. It creates increasing dependence on the central bank. 3. Less banking to the real economy. QE creates a flood of reserves in the system which forces banks to expand their balance sheet, without them asking for it. If Fed buys tons of ($100M) bonds from a pension fund for example, all of a sudden, $100M in flighty deposits have shown up at the bank. This makes banks more leveraged than they want to be (leverage multiples become very high / leverage ratios deteriorate). **So banks respond by shedding their lowest yielding assets (safer) and also become reluctant to lend duration**. 4. Dependence on central bank to drive the economy rather than the CB growing alongside more organically. It becomes a political tool and loses its independence as market calls on it to intervene more and more.

Difficult-Warning-96

I’m in AUR for $7500 at 6.45 CB

Minimum_Suit1735

nah they found their trick, they will slowly dump until market close so you cant CB them

Grunblau

Kris unapologetically fucked everyone holding CRO to the tune of a 70B burned token resurrection hoping that Trump would let him sniff the back of his diaper. Over the last few months, that deal fell through and it seems like CB and RH are getting the “special” time now. All while CDC and its users is out in the cold with all of the sycophantic propaganda looking extra silly next to their aggressively extortive fees and spreads.

Balonynuts

It was a great investment for me. Even in this decline I'm up 80% over CB. I'll probably sell as I simplify my portfolio.

assholy_than_thou

Let’s talk about it. What CB or strike?

DueWork1234

Worth anchoring on the actual Census release (CB26-131, 14 Aug): July advance retail and food services was $763.6B, -0.6% m/m but still +5.0% y/y. A negative month against a +5% annual rate reads more like calendar/mix distortion than a demand break, especially with autos and non-store both dragging. The cleanest test is this week's prints rather than the macro tape. For HD (reports tomorrow BMO), the question isn't the comp headline, it's Pro vs DIY: Pro backlog has been the resilient half while big-ticket discretionary DIY stays rate-sensitive, so a soft comp with healthy Pro tells a very different story than the reverse. For WMT Thursday, I'd watch general merchandise vs grocery mix and whether trade-down keeps showing up in higher-income cohorts - that's the tell for whether the control-group softness is broad or just goods-category rotation. What would flip me from "blip" to "trend" is confirmation across two independent things: sequential deceleration in the control group next month plus retailers guiding down on units, not just on price/mix. One soft month with a pulled-forward Prime Day comparison doesn't get there on its own. Not advice, just how I'm framing it.

MyNi_Redux

This is garbage. M2 is the wrong liquidity measure to follow. Use CB reserves instead.

BigTechGoneFeral

I think actual bankruptcy is unlikely, but I assign a high percentage chance to an effort to take it private. Currently in for 10k shares at just under $1 CB but I’m considering the risk v reward.

fujimonster

lol, morons -- you only get a CB at 7% down

No-Consequence-8768

Still have it shorted CB $13.2. Holding...

AgoraData

What’s your CB?

account-names

I am finally at \~cost (my CB is \~72, closed today at 71.94). So, it's not bad. Basically cost of doing business. If I win, I retire, if I lose, well, it's essentially gambling at a pre-revenue firm (that is competing with elmo)

ButterBluluv

Where is the upside? $DFSC 229% REVENUE GROWTH FY25 revenue $4.9M, up from $1.5M. Digitization +289%. Q2 FY26 revenue +59% YoY. $3.0M Cash & equivalents Mar 31, 2026 $3.6M Working capital 35.2% Gross margin \~$9.4M Annualized billings $0 Debt Q2 FY26 Why is Defsec still a penny? I 💜’d this company in 2025 when I found them. Been holding for over a year now. When they rebranded from KWest things went to🔥. CB is now $9.73. Anyone see a turnaround?

SuperBearPut

damn that's a nice CB

Vlisa

CB start at 8%

TheRealGreenArrow420

Everyone wanting 10x in a year all the time is ridiculous.. at a 350 CB, i just need msft to be 420 in ayear and ive got my 20%

Vlisa

They managed to skim the CB this time. Lets see if MMs can manage not to ivershoot

amanj41

You’re downvoted but it’s true that would happen. However they won’t raise rates thus no CB

mark000

CB1. Maybe today will see CB2 (-15%)

mark000

This -8% CB activated an hour after the open. Still time for the -15% one to trip. Dayum.

mark000

-8% Circuit Breaker only one hour after opening! Previous close 6755 CB1 (-8%) 6212 CB2 (-15%) 5741 Will it happen? Stayed tuned.

drew-gen-x

If you really believe it's gonna get worse, the 2 stocks you should look at are $CASY and $MUSA. These 2 gas station chains benefit from the gasoline & diesel crack spreads b/c they are free to buy gasoline & diesel from anyone that offers the lowest price that day/week. These 2 aren't affiliated w/ 1 particular big oil/ gasoline refiner like nearly every other truck stop or convenience store chain. I still think you should just BTD in $VT and $VXUS and chill thou. March 2026 didn't end the way you predicted. And even if it does get worse, eventually all the world CB's will just turn on their money printers on to go Brrrrrrrrrrrrr and cash is the last place you wanna have a large position in.

thenorthernwhiteboy

Almost worst stat line than Englands 2 completed passes in 19min Passes were from GK to CB btw

brainrotanonymous

% down from ATH (combined managed port value): -35%; % from CB: +3.8%

Final_Ad9418

CB of 44 . It could go lower after earnings next week

tika_dengu

CB1 on Kopsi

johndsmits

$60 is a F in bargain. Most bag holders are in the 125 range, My CB's 103. We're all cooked. Yeah probably good to unload a few for a loss, chance it going back down or Stripe walking away are high.

TheInkDon1

Oh wow. Sorry, I hadn't consider that it was that much ITM. Yeah, that could happen then, early assignment. And it did of course, to you. So now you own MRAM with a Cost Basis of 30 minus the premium you got, but it's worth only 17.50. You probably know what to do from here, but your options are to immediately sell it and take the loss, or if you think it'll come back, sell Calls against it at your Cost Basis to help cover the loss while you wait. What's your CB? Certainly above 25, and those Calls 38 days out are at 24-delta and only worth 0.81. It would likely take 11 or 12 of those to get you back to even, but that's about a year and 2 months. What I do in those situations is to sell Calls at about 30-delta. Which is where I (and many others) sell Covered Calls anyway. The 22.5 strike is at 33-delta and worth 1.22, 50% more than the 25Cs. That gets you down to about a 9-10 month payback period. Which is still a long time, so personally I'd consider going to the next strike down, the 20C at 46-delta, and sell those for 2.02. That would make up your presumed loss of \~$12 per share down to just 6 months. Of course I'd fully expect to have to roll that out and up, but I'd rather be in that position (capping gains for a time) than selling at 20 to 30-delta with such a high CB. Just some things to think about. Take care, Mike

fudge_mokey

ah i forgot about that famous CB mandate. "match the rate of other CB".

DigBeginning6013

ECB had lower rates than other CB around the globe they matched everyone else's rates you regard

Vlisa

Techincal difference it's a sidecar, CB starts at 8

nccheesehead12

This market more busted than Conor McGregor's leg[](https://www.google.com/search?sca_esv=3091aafe0b9f6d1a&sxsrf=APpeQnvM__lhxSXjZA5CB6iWkEStHi29_Q:1783956955220&q=Conor+McGregor&si=APenkKmZgqfzhjaTplg9wNFqC9GzI3TSHcIqi4CzQEZline-yUahDWMgJvrqJ1IoRFxNGAEbElfruCKVkonxEBP_waM4qUaFINDRWKLTxn-_85HZqLaMtAKRVYOzNdtkedowvYOd5xb8pyeiGXXoJ1g2EB5a8Uqqcw%3D%3D&sa=X&ved=2ahUKEwj6wPDE_c-VAxXCEFkFHRQDLYEQ_coHegQICxAB&ictx=0)

drew-gen-x

If your being serious, I kinda doubt how you fucked up if you have $500k in cash. This place is littered with stock advice from peeps that have no cash in the market pumping comments w/ the help of bots to pump up user engagement to sell to ads to advertisers. If you are serious, just DCA into $VT and buy the entire fucking world. Someone, somewhere will figure it all out. A 12 oz can of coca-cola used to cost 50 cents. A pack of cigarettes used to cost $1.50. The CB's of the world will make sure a Big Mac value meal will cost $50 w/i 5 years. The only think they know what to do to solve crisis is to turn on the money printers to go Brrrrrrrrrrrrrrrrrrrr..............

Vlisa

I'd be surprised. They usually do a pretty good job of avoiding CB. Would not be surprised if we taint tickle it though

twat_muncher

CB doesnt happen until 7 you pleb

AnotherNOP

I would check out Berkshire Hathaway's holdings. They are always solid. **Top 9 holdings by portfolio weight:** |Ticker|Holding|% of Portfolio|Value| |:-|:-|:-|:-| |AAPL|Apple|21.99%|$57.8B| |AXP|American Express|17.43%|$45.9B| |KO|Coca-Cola|11.56%|$30.4B| |BAC|Bank of America|9.52%|$25.0B| |CVX|Chevron|6.64%|$17.5B| |OXY|Occidental Petroleum|6.55%|$17.2B| |GOOGL|Alphabet Class A|5.93%|$15.6B| |CB|Chubb|4.24%|$11.2B| |MCO|Moody's|4.09%|$10.8B| ||

beerion

Idk, municipalities build neighborhoods within that distance of busy highways. The fact is, once in the air, S4's are virtually silent. In contrast, helicopters are a nuisance through their entire mission. [Source](https://www.aopa.org/-/media/Images/AOPA-Main/News-and-Media/2025/09-Sept/Joby/250904_joby_additional.jpg?h=760&w=1350&la=en&hash=E08942FC6B1EC2C0F47CB8A3FC31396E) I could share tons of reference material and videos, but most of the links that I've compiled are prohibited in this sub, I think, so don't want to risk it. But, to your point, yes they are relatively loud during takeoff and landing. But if they're operating from parking garage top levels, roof tops, or purpose built vertiports, you won't hear them at ground level. And of course, they're still much quieter than helicopters from a similar vantage point. We'll see. I'm not a raging bull. I do own a position, but I'm also well aware of the risks. I still think this could be a segway type technology - very novel, but too complex for it's own good. And I think that without rooftop landings, it's going to be hard to compete against a simple Uber ride - a Joby is a 3-legged trip (drive, fly, drive), whereas Uber is just 'shut your brain off and show up at your destination'. And in this scenario, a 3-legged trip really won't save that much time. But it's an interesting technology that does have some legs. And Joby has other irons in the fire. They have autonomous Cessna Caravan flights going with the military. That could be it's own massive market. And the S4 is also going to have a special missions variant for the military (higher payload drones). They're working on hybrid and hydrogen powertrains. So there's some optionality, too. I'm definitely not recommending anyone buy the stock, necessarily - these types of technologies take way longer to play out than most would expect - but I'd say it's definitely one to keep an eye on.

drew-gen-x

I believe we will see mass Venezuela type inflation before we see a stock market crash. When I'm BTD on $VXUS, $VT, $EWJ and $EWY, and $GLD; I am NOT buying b/c I am bullish on the US or World econnomies. I am buying b/c every CB loves to turn their money printers on to go Brrrrrrrrrrr to solve every single economic problem they face. Good Luck.

stuntondeezh0es

It’s 8% for CB in Korea

drew-gen-x

Yes sir, I make sure I always have a Gold position in my port. I consider Gold as insurance. I have found that when the market is doing well, I don't really notice that my gold holdings are underperforming the market. But when those nasty CB's overuse their nasty money printers, Gold usually saves my port when nothing else seems to be working. I prefer $PHYS b/c I like the idea that the gold fund I buy actually owns physical gold. I've hit my 2026 goal so I likely won't add more this year unless it breaks thru current support and falls down to $3500.

Oatmeal_Raisin_

$CB is the play

Hot_Sacks

I thought I was doing well \~3 months ago when I kept buying and got my CB down from $180 to $150 🫠

stuntondeezh0es

Level 2 CB on Kospi incoming?

Icy_Jelly_315

It's a flat day for kospi if there's no CB. Calm the fuck down and carry on

himynameis_

I'm still holding, my CB is $88. Nothing has changed about the business except the market wants semis. Netflix still compounding away and growing with operating leverage. Mark Mahaney said it well with the 5 Mores: more NFL, more subscribers, more countries, more surfaces, more advertising $. It may not grow by 50% like an AI stock, but it should grow very well as fcf continues to compound.

Sufficient_Habit5091

I get it sounds like that. But it really isn't doomer. Things move so much faster today. But even back then countries have gone from dominant reserve currency, envy of the world to chaos in less than 20 years when CB becomes subservient to fiscal dominance.

Sufficient_Habit5091

Can't believe FOMC is finally here tomorrow. I've never anticipated a Fed day as much as this one. Feels like a potential watershed moment and one of the most consequential meetings ever. Deep down I believe they will at a minimum freeze the balance sheet. If they don't and keep printing... IMHO that's it. US is finished, CB independence in the US is dead. And it's every man for himself until we go full banana republic. I'm going mega leveraged bull.

Sufficient_Habit5091

Precious metals is a little different because it has an extreme speculative quality and can be stored for investment. There's CB buying, things like that. It's impossible for retail to beat rapidly consumed commodities though like oil, gas, wheat, etc.

drew-gen-x

Gold went up too far too fast from Jan 24- Jan 26. But Gold may have just bounced last week off that 50% Fib-whatchamacallit. I still believe gold & commodities are in a similar bull market as they were from 2000-2012 as long as CB's around the world leave the money printers on to go Brrrrrrrrrrrr.

AutobusPrime

Try to keep your inner moron from coming out. In the 90s the only connotations 88 had in programmer or nerd world was as an affectionate signoff left over from CB or ham radio slang. And anyway most programmers who weren't BASIC leftovers thought of X as 58.

Sufficient_Habit5091

100% false. Fed literally spent trillions buying up US notes and bonds. >Japan CB rates were low Denying Japan YCC basically makes you a conspiracy fringe theorist at this point.

tachyonvelocity

What a hilarious post. Covid yields were so low because literally no one was spending any money due to everything being shut down, the expectation was deflation. What in the world are you saying about Japan? The historically deflationary environment didn't "make Japan have low interest rates," yields were **low because of deflation**. Japan CB rates were low because of deflation and they were forced into negative rates to try to get inflation back up. Like what in the world are you saying that bond yields don't reflect macro? Insane post honestly.

EagleNoahg

Bro we’re CB ing tomorrow to $700. rate hikes are fucking this rally fora while

LordFaquaad

the gold run up was fueled by global CB buying spree last year / beginning of this year America wanted to fuck ovwr China by taking control of its cheap oil flow. Took out Venezuela first. Now has severely restricted Iran / Gulf oil flow. Gold demand from CBs has decreased due to current energy shock leading to volatility in the market. The liquidity needs / FX management during energy shocks takes precedent Agleast this is my analysis but maybe someone else has a better explanation

drew-gen-x

I mentioned here during the March sell off that I changed from bearish to slightly bullish on stocks due to just that very worry. The Fed and all the other major CB's will just turn on all the money printers to go Brrrrrrrrrr..and try & print their way out of every economic problem. That March sell-off is also when I went to 90% indices/ETF's and down to 10% individual stocks. I do include $GLD as an index position. I mean who needs to trade stocks when $GLD, $VTI, and $VXUS are making 3-4% daily moves???

AnalBeadsInSpace

I'm already in and getting fucking ass raped ($360 CB)

Bichael-Murry

will baby nasdaq give us a level 1 CB? stay tuned until tomorrow!

OxRedOx

Is there any case for me not selling my intel shares (CB 104) in the morning? I’m not seeing one

Hot_Sacks

38% of CB and down 58% from ATH a few weeks ago

NurUrl

Good Job Reports + Inflation = CB Rise interest, Market Basically is Pricing that Future Hike

Specialist-Rub-7655

I'm holding around 10,000 shares at a 2.31 CB. I'm thinking 5-10 years. I like to watch the daily gains but I am emotionally burnt out brother. It doesn't even sting me or hurt me to see losses even though I'm overall a very small fish. I treat it like money I never had in the first place. Accelerated outlook is more like 1-3 years, but I'm looking at more realistic routes and that tells me patience will pay. If I'm wrong, so the fuck be it.

Bilbo_Butthole

My CB on HPE is $14.93, ama

Peirsein

My CB is $200 so it will go to $199 then crash again

Thevsamovies

CB is pretty high, in the 50s, atm cause this is a new position. Calls are $46 strike price.

Dick_Indadert

I still have 100 shares of PLTR. I have been selling CCs on it for a while. My cost basis is now about $26. Should I just keep flogging it for premiums until the CB is $0, or -$? I was doing the CCs for experience, sometimes BTC to capture some profit on dips and so the stock would not be called away to see how all the steps worked, now want to think of a more long term or terminal plan for this stock position. Also a quick question about an ASTS call option I bought stirke 85$ for $15.22 expiry June 26. Last week the price of the option ripped to about $50 (stock price $133), now its down to about $20 (stock pulled back to about $111). Does theta affect how/if the price of the option will increase if the stock prices goes back to $133 by June 6th, or June 13th? Is there diminishg returns after price pull backs even if the price recovers as time burns?

LetsMoveHigher

Well said 👏... This is exactly what is going to happen. This is a rule change to such away your early invested shares of proven companies (Google, CB, Apple ect). The after you sell guess who will move in and buy those shares up. Very sad time to be invested in U.S. Scam Markets but what else do you do? Their own pres ident stated, "It's a casino"!