/smg/ - Stock market general

Friday Edition

周五版

Educational sites:

教育网站：

https://www.investopedia.com

https://www.khanacademy.org/economics-finance-domain

>Financial TV Streams:

>财经电视直播流：

https://www.newslive.com/american/cnbc.html

https://www.livestreamy.net/bloomberg/

>Charts:

https://www.tradingview.com

https://www.finscreener.com

https://www.portfoliovisualizer.com

>Screeners:

https://finviz.com/

https://etfdb.com/

>Gambling:

https://www.optionsplaybook.com/options-introduction/

https://www.optionsprofitcalculator.com

https://optionstrat.com/

https://www.optionistics.com/quotes/option-prices

>Pre-Market and Live data:

>盘前和实时数据：

https://www.investing.com/indices/indices-futures

https://finance.yahoo.com/

>Calendars

https://www.marketwatch.com/economy-politics/calendar

https://www.earningswhispers.com/calendar

https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html

https://www.mortgagenewsdaily.com/data/building-permits

>Boomer Investing 101:

>婴儿潮投资入门：

https://www.bogleheads.org/wiki/Getting_started

https://www.sec.gov/search-filings

>Misc:

https://www.financialjuice.com/home

https://finance.yahoo.com/trending-tickers

https://market24hclock.com/

https://www.ptt.cc/bbs/Stock/index.html

https://disp.cc/m/Stock

https://www.dividendchannel.com/drip-returns-calculator

https://brokerchooser.com/

https://www.chathamfinancial.com/technology/us-market-rates

https://iran.liveuamap.com/

>Previous

>>62681552

图片: https://i.4cdn.org/biz/1789166197579570.jpg

NIGGGGEEEEEEERS

(无正文)

图片: https://i.4cdn.org/biz/1789166511817709.jpg

(无正文)

图片: https://i.4cdn.org/biz/1789166633584887.png

tankertrackers exposed oil baggots and there's nothing you can do about it

Tankertrackers 曝光了石油袋鼠，你们无可奈何

Yeah i am thinking red monday. -5% average's

嗯，我觉得周一是红色的。平均 -5%

图片: https://i.4cdn.org/biz/1789166745323739.jpg

>>62682500

Based

>>62682492

Speaking of pol-lite I just think its double on the political side. The one everyone knows, no moves till mid-terms but another that just hit me well listening to a crypto podcast. Bessent said we have to grow our way out, Musk said he expects 20% GDP growth in 3 years. Im a singuliarity accelerationist but not even I am that delusional. I think the boys at the top are gambling on that. Counting on inflation to somewhat fix the debt and keep borrowing cheap not just for the nation but for AI. To me thats the real AI bubble, we are back in 1974.

说到轻量版政治，我觉得政治面是双重的。所有人都知道的那层：中期选举前不动。另一层是我听加密播客时想到的：Bessent 说我们必须靠增长化债，马斯克说预计 3 年 GDP 增长 20%。我是奇点加速主义者，连我都觉得这是臆想。我认为顶层那帮人在赌这个：指望通胀部分修复债务、让借贷保持廉价——不只为国家，也为 AI。对我来说这才是真正的 AI 泡沫，我们回到了 1974 年。

Who knows but from that perspective Warsh and Bessent going 180 makes sence.

谁知道呢，但从这个角度看，Warsh 和 Bessent 一人转 180 度就说得通了。

图片: https://i.4cdn.org/biz/1789166873477375.png

>>62682520

Big if true

要是真的那可就大了

>>62682529

https://tankermap.com/analytics/straits/hormuz

B-BUT I'M THE HOUSE, STOP BETTING AGAINST ME

图片: https://i.4cdn.org/biz/1789167108276380.png

*fart* (Ticker: MEOH)

*屁*（代码：MEOH）

>>62682529

https://tankermap.com/analytics/straits/bab-el-mandeb

https://tankermap.com/analytics/straits/suez

https://tankermap.com/analytics/straits/bosphorus

图片: https://i.4cdn.org/biz/1789167155646964.gif

>>62682522

图片: https://i.4cdn.org/biz/1789167179515886.gif

usa has the hormuzzy under control they might name it the trump strait

美国把霍尔木兹控制住了，说不定要给它改名叫特朗普海峡

>>62682538

nigga I’m the house (nigga)

黑鬼，我就是庄家（黑鬼）

图片: https://i.4cdn.org/biz/1789167408087998.png

>>62682522

Big if true

要是真的那可就大了

图片: https://i.4cdn.org/biz/1789167463718666.gif

Always remember to never forget

永远铭记，永不忘记

图片: https://i.4cdn.org/biz/1789167664454722.jpg

Just got my stun for the tweakers that roam nearby conscience stores I frequent on my new e bike. What should I write in the grip? Also debating if I carry it in a keg holster or CC’d in my bike vest.

刚给我的新电动车配了电击器，防那些在我常去的便利店附近游荡的冰毒客。握把上该写什么？另外纠结是挂桶套里还是藏骑行背心内。

图片: https://i.4cdn.org/biz/1789167810745454.jpg

>>62682538

i miss you jpow

想你啊，鲍威尔

>>62682528

were you asleep all week? they're gonna do crazy shit before midterms. this is how elections work gotta get em riled up for next thing. also we will have 7%+ nominal GDP growth lmao. they've been doing the growth thing since doge failed miserably and as this is failing they will go to the print. the boys at the top are not gambling on AI they're holding up the US treasury (public) and AI is just the handgun. the bubble is just another accounting and offshore leverage gimmick, which ultimately should wind up deflationary considering the productivity boost from the new tech BUT globalism is petering out and inducing global scarcity. which the pedocult wants.

你睡了一整周吗？中期选举前他们会搞出疯狂的事。选举就是这样，得让大家情绪上头。而且我们会有 7%+ 的名义 GDP 增长哈哈。从 DOGE 惨败起他们就在「增长」了，这个也失败后就会开印钞机。顶层那帮人不是在赌 AI，他们在撑美国财政部（公共部门），AI 只是手枪。泡沫只是又一出会计与离岸杠杆把戏——考虑到新技术的生产率提升，最终本该通缩——但全球主义正在衰落、制造全球稀缺。而恋童邪教正想要这个。

in no way was my analysis assisted by AI because it's extremely obvious

我的分析绝无 AI 参与，因为这明摆着

(APPLAUSE)

>>62682536

>>62682543

图片: https://i.4cdn.org/biz/1789167950823816.jpg

TDOT price targets?

TDOT 的目标价？

图片: https://i.4cdn.org/biz/1789167995473416.jpg

>9 tankers have crossed in 7 Days

>7 天里有 9 艘油轮通过

Yeah it’s going to $200/bbl

对，会到 200 刀一桶

>oil baggots relying on deprecated intelligence gathering techniques

>石油袋鼠还在用过时的情报手段

>>62682582

today oil failed to be green on the east west closing which indicates we're good for a pullback. that will be a buying opportunity but you'll be getting really loud about oil baggots at the bottom instead

今天东西管道关闭的消息没能让油价收绿，说明该回调了。回调是买点，但到时候你们会在底部更响亮地骂石油袋鼠

图片: https://i.4cdn.org/biz/1789168253663762.jpg

so when oil goes back down because of "reasons" is there going to be a significant paper vs spot price autism where like silver investors they tell everyone that JP Morgan is rigging the game and you should buy physical oil to margin call the paper oil and that there is no way all the oil in the market is real?

所以等油价因为各种「原因」回落时，会不会来一场现货对纸面的重大撕裂狂欢——像白银投资者那样，逢人就说摩根大通在操纵、该买实物油去挤爆纸面油、市场上的油根本不可能都是真的？

>>62682588

I'm sorry mate but only people who don't fit in place great emphasis on differences. I'm a tall attractive blonde haired white man. I don't care about you or your bad financial decisions that are made from a fear of not belonging

抱歉老兄，只有格格不入的人才过分强调差异。我是个高个子金发白人帅哥。我不在乎你，也不在乎你因害怕不合群而做出的烂财务决定

Remember when people ignored the first giga OIL pump and were calling the bottom everyday? Yeah I made a lot of money that time too.

还记得第一次石油巨拉时大家无视、天天喊底吗？那波我也赚了不少。

图片: https://i.4cdn.org/biz/1789168484048640.png

>>62682582

Tankertrackers might be correct about the export of 10 million barrels per day

关于每天 1000 万桶出口，Tankertrackers 可能是对的

what are they saying about these

他们对这些怎么说

what about diesel exports?

柴油出口呢？

what about gasoline exports?

汽油出口呢？

what about LNG exports?

LNG 出口呢？

>>62682581

>>62682582

>what do you mean they don’t turn their transponders on :oooo

>「你说他们不开应答器是什么意思:oooo」

>>62682592

They specialize in tracking oil tankers. I don't care how you're getting scammed by gasoline companies

他们专攻油轮追踪。你们怎么被汽油公司骗的我不关心

LOWER THE DAMN RATES YOU CRAZY BASTARDS

>>62682589

The oil futures market does not function like the gold market as the contracts actually match real barrels of physical oil to be delivered at a date, not random pieces of paper that may or may not represent gold/silver

石油期货市场和黄金不一样，合约对应的是要在某日交付的真实桶装油，而不是可能代表金或银的一张张废纸

>>62682598

OPEN THE FUCKING FED

>>62682600

aaau is a physical gold etf where they have the actual shit in a bank in london

aaau 是实物黄金 ETF，实物就存在伦敦的银行里

>>62682597

>I don't care how you're getting scammed by gasoline companies

>你们怎么被汽油公司骗的我不关心

why would you say that?

你为什么要说这个？

>>62682600

this is a shame because I really wanted to join in and tell people to buy and hoard physical oil

真遗憾，我还想号召大家买实物油囤起来呢

(无正文)

图片: https://i.4cdn.org/biz/1789169575824551.jpg

>>62682610

I care about the source not the side effect

我在乎信源，不在乎副作用

No terror attacks today? This is bullshit

今天没有恐袭？开什么玩笑

>>62682618

what? you make no sense

什么？你毫无逻辑

I miss jpow

想念鲍威尔

>>62682621

>talking about oil

>聊着石油

>but what about these things that aren't oil

>「可是那些不是石油的东西呢」

ok

>>62682522

You bought VIX calls, right anon?

你买了 VIX 看涨期权吧，老哥？

图片: https://i.4cdn.org/biz/1789169994826321.jpg

https://youtu.be/t9u_DPVL2v0

the fact that this is not on spotify is a fucking crime

这居然没上 Spotify，简直是罪

I LOVE MARINA DATILLO

2 NOVELS

1 VISUAL NOVEL FROM DETECTIVE PERSEPECTIVE

图片: https://i.4cdn.org/biz/1789170244066199.jpg

>>62682624

Everything was trans and based

全是跨性别和有骨气

>>62682600

You can do the same thing to oil as gold. People don't because of that physical demand so they dont risk it. But, gold is physically demanded by central banks and they have a vested interest to not crush markets

石油可以像黄金一样被这么玩。没人玩是因为有实物需求，他们不敢冒险。但黄金的实物需求方是央行，他们有既得利益不去砸盘

>>62682634

jpow was an esoteric hitlerian

鲍威尔是个隐秘的希特勒主义者

>>62682617

Would

图片: https://i.4cdn.org/biz/1789170632292524.jpg

Had my mid-year review at my software job with my leads. I am in good shape, which is a relief. I can keep slamming 70-80% of my income into investing.

软件工作的年中评审和主管们聊完了，形势不错，松了口气。可以继续把 70-80% 的收入砸进投资。

图片: https://i.4cdn.org/biz/1789170635427767.jpg

>>62682621

being understood is a really retarded strategy

「被理解」是种蠢到家了的策略

why would he give you a free win in the little argument you are having by explaining himself clearly

他为什么要解释清楚、白送你们这场地口舌战

>>62682619

Genuinely fuck you jewboy

真心去你的，犹太小子

Guys, I sold half of my google holdings today because the shitty version of gemini on google search gave me a factually wrong response, I invested the captial into a japanese finance company instead cause I am a weeabo. Was this a good move?

各位，我今天卖掉了一半谷歌持仓，因为谷歌搜索里那个垃圾版 Gemini 给了我事实错误的回答，转头把钱投进一家日本金融公司，因为我是日宅。这操作行吗？

图片: https://i.4cdn.org/biz/1789171418356686.gif

Why don't the jews kill the houthis?

犹太人为什么不杀了胡塞？

The Jews have infinite military power, they started 8 wars last year.

犹太人有无限军事力量，去年发动了 8 场战争。

Let israel open both straits?

让以色列把两条海峡都打开？

Spx would pump 5%

标普会拉 5%

i made a friend irl. first one in a very long time.

我在现实里交了个朋友。很久以来第一个。

>>62682528

every nation on earth is going to shift it's federal budget from bureaucrats to ai subscriptions and that's all gonna go to open ai and anthropic, same every large and mid size business. they're going to build SO MANY data centers and once that's going self-driving cars and cloud-connected robots. 20% growth is conservative, we're approaching an unprecedented boom this is just the early stages, the scaling effect of ai is greater than all the mag7 combined and the opportunities it unlocks in robotics and automation are hard to imagine right now. not to mention what it's going to do to biotech, how it's going to accelerate other fields of science and industry.

地球上每个国家都会把联邦预算从官僚转向 AI 订阅，全流向 OpenAI 和 Anthropic，大中型企业同理。他们会建超多数据中心，接下来是自动驾驶汽车和云端机器人。20% 增长是保守估计，我们正迎来史无前例的繁荣，这只是早期。AI 的规模效应比七大巨头加起来还大，它在机器人和自动化上解锁的机会现在难以想象。更别提它对生物科技的作用，以及对其他科学和工业领域的加速。

图片: https://i.4cdn.org/biz/1789171662561060.jpg

>>62682666

Bureaucrats who run the government are going to cut out bureaucrats from running the government so they can scale up efficiency? Are you high?

管理政府的官僚会把官僚从政府里裁掉来提升效率？你磕嗨了？

>>62682666

>every nation on earth is going to shift it's federal budget from bureaucrats to ai subscriptions

>地球上每个国家都会把联邦预算从官僚转向 AI 订阅

no. every nation uses government employment as an inefficient vote-buying program. wide-ranging purges of desk drones will not happen.

不会。每个国家都把政府雇佣当低效的买票工具。大规模清洗坐办公室的不会发生。

>>62682665

Why would they? Goyim do everything for them. The goy's purpose is to serve Israel

他们为什么要杀？外邦人替他们干所有脏活。外邦人的使命就是服务以色列

>>62682665

No expeditionary force

没有远征军

WATAYA

>BUYAN

>SELLAN

>HODLAN

>PLAYAN

>WATCHAN

>LISTENAN

>READAN

>EATAN

>DRINKAN

>FAPPAN

>FEELAN

图片: https://i.4cdn.org/biz/1789172354641356.png

>>62682665

>The Jews have infinite military power

>犹太人有无限军事力量

The Jews are America's base in the middle east. Those inbreds are nothing without US support.

犹太人是美国在中东的基地。没有美国支持，那帮近亲繁殖的什么都不是。

>>62682678

>>62682679

to keep it simple, they will replace the pencil pusher with claude, who will do a better job, and for every wagie that gets sacked they can put 3 people on ubi with the cost savings.

简单说：他们用 Claude 取代案牍职员，干得更好；每裁掉一个打工人，省下的钱够给 3 个人发 UBI。

>>62682661

Based

图片: https://i.4cdn.org/biz/1789172494544874.png

>>62682686

Hopefully when I get home from work I can take the old lady to pound town after she puts the kiddos to sleep and then she'll go to sleep too and I can play some monster hunter for a few hours.

希望下班回家，等她把孩子哄睡，我可以带老婆去「锤镇」一趟，然后她睡了，我打几个小时怪物猎人。

Sometimes... life is alright.

有时候……生活还不错。

图片: https://i.4cdn.org/biz/1789172612578634.png

>>62682690

>they will replace the pencil pusher with claude

>他们用 Claude 取代案牍职员

And then they'll hire the pencil pusher back once Claude hallucinates and misappropriates a billion dollars.

等 Claude 幻觉发作、挪用了 10 亿刀，他们就会把案牍职员雇回来。

>>62682644

图片: https://i.4cdn.org/biz/1789172655321100.jpg

>>62682626

yes

图片: https://i.4cdn.org/biz/1789172779073021.jpg

>>62682538

NIGGA IM BETTING WITH YOU AND WE BOTH ARE GETTING OUR ASSES KICKED BY THE NIGGERS AND THE JEWS

图片: https://i.4cdn.org/biz/1789172885983364.jpg

Please GOOG break past 200 MA

求 GOOG 突破 200 日均线

图片: https://i.4cdn.org/biz/1789172994594387.png

Bond market status?

债市什么情况？

图片: https://i.4cdn.org/biz/1789173114965517.jpg

>>62682709

That prolapsed anus is protected by one Scott Bussey

那颗脱垂的菊花由 Scott Bessent 全权保护

图片: https://i.4cdn.org/biz/1789173230096734.png

reminder that LLM's don't need data centers

提醒：大语言模型不需要数据中心

reminder: moore's law

提醒：摩尔定律

>>62682492

My calls expire next friday

我的看涨期权下周五到期

图片: https://i.4cdn.org/biz/1789173669063230.png

>>62682714

Why are they building so many then? Checkmate moore

那为什么还建这么多？将军（摩尔，你输了）

>>62682686

HPE puts for next week, MUU calls for eom earnings, and calls for snxx at the end of October.

下周 HPE 看跌、月末 MU 财报看涨、10 月底 snxx 看涨。

Why are bond yields so high? Are people just betting on rate hikes? Losing faith in debt repayment? Would rather invest in other things?

债券收益率为什么这么高？大家都在赌加息？对偿债失去信心？还是宁愿投别的？

>>62682714

LLMs don't need data centers because the demand for AI has plateaued because AI has plateaued because LLMs aren't AI

大语言模型不需要数据中心，因为 AI 需求已见顶——因为 AI 见顶了——因为大语言模型不是 AI

>>62682714

you mean the law that says 2 = 15

你说的是那条「2=15」的定律

I failed math and science no help there hope those nummers add up for ya tho

我数学和科学都不及格，帮不了你，希望那些数字对你能对上账

>>62682720

>imagine the smell #kmb

>想象一下那味道 #kmb

>>62682726

wrong princess. that's what you want reality to look like and what you demand the people close to you think, but none of that is true.

错了，公主。那是你希望现实的样子、你要求身边人相信的样子，但没有一样是真的。

but anyways i love you babe, have a good night.

不过无论如何我爱你宝贝，晚安。

>>62682697

yeah i zoomed in and she got tattoos of ants? foids are so dumb boss.

嗯，我放大看了，她纹的是蚂蚁？女人真蠢，老大。

>>62682500

BASED

>a calculator can be intelligent

>「计算器也可以有智能」

man you faggots really tell on yourselves daily

老哥们，你们每天都在不打自招

图片: https://i.4cdn.org/biz/1789174190269823.png

Forget him Penelope, that loser's not worth the time of day. Let me show you what a real stud is worth.

别理他 Penelope，那 loser 不值得浪费时间。让哥给你看看真男人的价值。

图片: https://i.4cdn.org/biz/1789174207132958.jpg

People are finally starting to realize now that Saudi oil is out, probably for a long time. I'm feeling good about my weekend puts.

人们终于开始意识到沙特石油大概要退场很久。我对周末的 put 感觉良好。

>>62682746

Idk man it can do long division way faster than me

不知道老哥，它做长除法比我快多了

>>62682686

>buyan

octobear VIX calls for election vol

10 月熊 VIX 看涨，赌选举波动

>listnan

https://www.youtube.com/watch?v=4LFfwBcQjOQ

>readan

i'm gonna try to consoom eddie bernay's propoganda

我打算试试消费 Eddie Bernays 的宣传

>drinkan

too much

太多了

>playan

racing sim and titanfall 2

赛车模拟和《泰坦陨落2》

>>62682695

nice anon, envious

不错老哥，羡慕

>>62682746

Can you define intelligent please

能给「智能」下个定义吗

>>62682760

you know it when you see it

看到就知道了

图片: https://i.4cdn.org/biz/1789174975434694.png

>>62682740

shes a DJ boss. they all do drugs

她是 DJ，老大。DJ 都磕药

>bugs on my skin

>虫子爬上我的皮肤

>>62682740

Is there a term for edgy females?

有专门形容「个性酷飒的女生」的词吗？

>>62682657

BOOHOO BITCHBOY

>>62682771

>'talented' woman DJs

>「有才华」的女 DJ

图片: https://i.4cdn.org/biz/1789175301429979.jpg

Fuck Larry Ellison. Nigga cost me 450 bucks when he sold 7.5B after the bell today. I sold very fucking safe 150 puts and had to close them 2 minutes before expiry, giving back 80% of anticipated profits for the day. Shit would have cost me 10K (so-far) if I held them into expiry when they were OTM at 12:58. Fucking criminal motherfucker.

操拉里·埃里森全家。这黑鬼今天盘后卖了 75 亿，害我亏 450 刀。我卖了非常安全的 150 put，结果到期前 2 分钟被迫平仓，把当天 80% 的预期利润吐了回去。要是拿到到期（12:58 时还是价外），本要亏 1 万。这个罪犯杂种。

>>62682773

i think the zoomers call them alt girls. back in my day we called them e girls boss.

Z 世代管她们叫 alt girls。我们那时候叫 e girls，老大。

https://www.aljazeera.com/news/2026/9/11/saudi-arabia-says-east-west-pipeline-hit-by-drones-launched-from-iraq

video at the bottom of the article is the interesting part. has some footage from Yemen. the saudis are bombing the fuck out of the houthis right now. maritime traffic looks unaffected.

文章底部的视频才有意思。有也门实拍。沙特正在猛轰胡塞。海运交通看起来不受影响。

>>62682795

and tldr the Saudi/Iraq situation is they are both good allies and on good terms with each other. Iraq has sworn to root out the source of the launch and prevent future attacks from inside of their borders. they fired the commander that was in charge of the region the attack launched from and it seems like they are probably water boarding him in a dungeon right now if I had to guess

总之沙特/伊拉克的情况是：两国是盟友、关系良好。伊拉克誓言铲除发射源头、防止境内再发动袭击。他们开除了负责事发地区的指挥官，我猜他现在多半正在地牢里被水刑

>>62682773

>>62682789

the ones you want call themselves ABGs nowadays boss

你想要的那种现在自称 ABG，老大

图片: https://i.4cdn.org/biz/1789176587327522.png

anyone selling rope?

有人卖绳子吗？

图片: https://i.4cdn.org/biz/1789176592339171.png

>>62682760

capable of processing both input and output as input simultaneously

能同时把输入和输出都当作输入来处理

silicon does not do this i think probably

硅基大概做不到这个

>>62682770

see this guy gets it probably

看，这位老哥大概懂了

Real intelligence has never been tried

真正的智能从未被尝试过

>>62682787

>if I held them into expiry

>「要是拿到到期」

>closed them 2 minutes prior

>「到期前 2 分钟平的」

图片: https://i.4cdn.org/biz/1789177024979190.jpg

>>62682787

>anticipated

>expectations

>expectations

>0dte

图片: https://i.4cdn.org/biz/1789177254027289.jpg

>>62682800

ABG's pls!

ABG 们来！

图片: https://i.4cdn.org/biz/1789177302312682.png

Work in trucking

干货运的

We have officially been asked to only idle when absolutely necessary. General freight still strong. Fueling too much/at wrong location likely to get you reprimanded or fired if repeated. Even with factoring discounts diesel is starting to get expensive enough to care. Expect rising consumer costs as all this expense just gets passed up the chain as fuel surcharges on deliveries.

公司正式要求：除非万不得已不准怠速。普货依然强劲。加错油站/加太多会被训斥，再犯就开除。就算算上折扣，柴油也开始贵到值得关注。等着消费成本上涨吧——所有这些开销都会以燃油附加费的形式沿着链条传下去。

>>62682801

图片: https://i.4cdn.org/biz/1789177468538656.jpg

Apparently the Iranians got direct hits today. Fucking shit show all around. Stay tuned.

apparently 伊朗人今天挨了直接命中。到处都是烂摊子。持续关注。

>>62682832

You said this yesterday and it was a lie then, I'm guessing its a lie now too.

你昨天就这么说，当时是谎话，我猜现在也是。

>>62682801

Don't buy clothing companies, just invest in rope. Female clothing trends on their way to wearing nothing but bdsm rope in public

别买服装公司，直接投资绳子。女装潮流的方向是公共场合只穿束缚绳

>>62682801

kek haven't seen this in a while

哈哈，好久没见这图了

>>62682774

If you call a genuine wish for God to smite you crying, I'm crying.

如果真心祈求上帝降罪于我也算「哭」，那我在哭。

>>62682810

>>62682818

It opened at 163.54. I sold them when it was at 152.5~ with about three hours left to trade. The indexes were pinned, the put wall at 150 was massive, and max pain was 155. It should have been an easy 600 bucks, but I only got out with around 150 bucks for the day. Gamma-scalpers are people too.

开盘 163.54。我在 152.5 左右卖出，当时还剩约三小时交易时间。指数被钉死、150 的 put 墙巨大、最大痛点 155。本该轻松赚 600，结果全天只拿到 150 左右。Gamma 剥头皮党也是人啊。

Half of this board outside /smg/ is just bot traffic, holy fuck.

/smg/ 之外，这板块一半是机器人流量，我操。

BGBL or dhhf for 20 yrs investment for an Australian

澳大利亚人 20 年投资选 BGBL 还是 DHHF

I can't pick

我选不出来

>>62682891

Buy and hoard sausage rolls for 20 years

买香肠卷囤 20 年

>>62682902

The Bunnings snag has higher growth I should diversify

Bunnings 香肠增长更高，我该分散投资

>>62682846

i'm not an option seller but immediately after earnings? seems silly to expect anything if anybody else is holding onto expectations. the indexes were pinned intraday yes but that's a feature now, individual big names move like nuts every couple days. indexes only move at the open now apparently lmao. i made a hundred bucks on open risking $1k on puts even though i should'nt've uwu

我不是卖方，但刚出财报就进？别人都还抱着预期，指望什么？盘中指数确实被钉住，但那已是常规操作，个股巨头每隔几天就疯涨疯跌。指数现在只在开盘动，笑死。我开盘时冒着 1000 刀风险买 put 赚了 100，虽然我不该玩的 uwu

>>62682856

Indian Hindu rape rat infestation all over the planet. There's at least 2 billion of them and they breed at 3 times China's birth rate (30 million vs 8 million). To make it worse they're not just infesting as users, but they've taken over all the admin/mod/jannie positions across our tech and social media companies.

印度教徒强奸鼠肆虐全球。至少 20 亿，生育率是中国的 3 倍（3000 万 vs 800 万）。更糟的是他们不只作为用户泛滥，还占据了我们科技和社媒公司里所有的管理/版务/审核岗位。

图片: https://i.4cdn.org/biz/1789179476501095.png

>>62682695

anon, I have been wondering this for a while but are you a jeet? or an Indian as they call it in laymen's terms. No offense just a question.

老哥，我好奇一阵了：你是印度佬吗？俗称印度人的那种。无意冒犯，只是问问。

>>62682911

LEAVE SNIGGY MINAJ ALONE

>>62682909

>be in /biz/ & /smg/

>身在 /biz/ 和 /smg/

>talk about retarded /pol/ stuff

>聊着智障的 /pol/ 话题

>>62682911

I'm white on the East Coast but my ai gens are very Jeetish and my English is shit so I understand why everyone here thinks I'm a poo.

我是东海岸白人，但我的 AI 生图很印度味，英语也烂，所以理解为什么大家都觉得我是阿三。

I'm not GRRR anon btw. He might be a jeet idk.

顺便我不是 GRRR 老哥。他可能是印度佬，不知道。

图片: https://i.4cdn.org/biz/1789179855438104.png

>>62682920

GRRR anon is just spiritually jeeted

GRRR 老哥只是精神上被印度化了

>>62682915

reality might at some point impact "business & finance" desu

现实终究会影响到「商业与金融」的，讲真

it's only appropriate

这才合适

>>62682920

get out

滚出去。

图片: https://i.4cdn.org/biz/1789179969478396.png

>>62682920

Got it, good to know.

懂了，多谢告知。

From here on out, TQQQ will continue to move between $68 and $73 forever. Adjust your trades accordingly.

从今往后，TQQQ 将永远在 68 到 73 之间移动。据此调整你的交易。

>>62682915

>Hindu poopnigger menace infests and destroys one tech company after another, causing market collapse

>印度教粪黑祸害接连摧毁一家又一家科技公司，引发市场崩盘

>now they will be given total control over AI

>现在他们将被授予 AI 的完全控制权

>their jeetification destroys every social media company we use to discuss these happenings, and now even 4chan is falling under their censorship and spam

>他们的印度化摧毁了我们用来讨论这些事的每一家社媒公司，如今连 4chan 都沦陷于他们的审查和 spam

>thinks this is a /pol/ thing that should only be talked about on /pol/

>以为这是只配在 /pol/ 聊的 /pol/ 话题

Found the rapejeet.

抓到强奸印度佬了。

>>62682920

>jeet

They're called Hindpoos, Hindu rape rats, or poos.

他们叫 Hindpoo、印度教强奸鼠，或者 poo。

I know I've been letting everyone down with my gens recently. I need to get that creative spark back. The klarna ones were funny I think but I tried to force stla and it just didn't work cause I knew the magic wasn't there. I'll try to be better.

我知道我最近的生图让大家失望了。我需要找回创作火花。Klarna 那几张我觉得还行，但 Stla 我硬凹没成，因为我知道魔力不在了。我会努力变好。

I got banned for posting about Israel and I had some time to reflect. I was stress eating without even realizing cause I couldn't post on /smg/ my only real outlet. It was a tough two days but now I'm back and I just haven't been feeling it.

我因为发以色列的内容被封了，有段时间反思。我没意识到自己在压力性进食，因为不能上 /smg/——我唯一的真实出口。难熬的两天，现在我回来了，但一直提不起劲。

图片: https://i.4cdn.org/biz/1789180307726079.png

>>62682908

post earnings can be good sometimes. depends on the underlying. ORCL too scary for me boss.

财报后有时确实能玩。得看标的。ORCL 对我太吓人了，老大。

>>62682930

Thats a lot of talk coming from someone with a brown id and you suspiciously seem to know alot about Indian religion and jeets in general. Also rent free. You must have a sad life anon.

一个棕色 ID 的人说这话真够多的，而且你可疑地精通印度教和印度佬的一切。还有，白嫖式念念不忘。你的人生一定很惨，老哥。

>>62682846

Interesting, my idea of scalping options on a data release pre fomc last nice 70+ and sunny Friday of the season is a lot different than yours. I try to be done thinking by lunch time at the latest. But I did a similar thing yesterday selling NVDA $220 puts expiring today and at the opening bell it was a mad dash to exit for 50% ($100) profit. Then I did a thing in MU and went outside by 10am to be a day laborer just for funsies

有意思：我的玩法——在本季最后一个 70 度晴天、FOMC 数据公布前剥头皮期权——跟你的很不一样。我最晚午饭前就停止思考。不过昨天我干过类似的事：卖 NVDA 220 的当日 put，开盘钟声一响就疯狂出逃，落袋 50%（100 刀）。然后在 MU 上做了把，10 点前出门当白工去了，纯粹好玩

>>62682908

>but that's a feature now

>「但这已是常规操作」

because retail stopped trading them because they are fake and also gay

因为散户不玩指数了，因为它又假又gay

图片: https://i.4cdn.org/biz/1789181412552703.jpg

>>62682661

Also I forgot to write it but I bought paypay, ticker: PAYP.

还有忘了说，我买了 paypay，代码：PAYP。

>>62682966

>Google PAYP

>搜一下 PAYP

>returns PYPL even though PAYP is apparently on the NASDAQ as an ADR

>返回的是 PYPL，尽管 PAYP apparently 作为 ADR 挂在纳斯达克

I understand I really do

我理解，真的理解

>>62682941

We believe in you anon :)

我们相信你，老哥:)

>>62682976

So what do you think about it? Apparently alot of nips use it, it looked like a good business to me.

那你觉得它怎么样？ apparently 很多日本人用它，我觉得是个好生意。

>>62682644

her video came out when I was in college and I always felt bad for her.

她那个视频出来时我还在上大学，我那时一直替她难受。

she was cute. the video was stupid. theres nothing wrong with that though.

她挺可爱的。视频挺蠢的。不过这没什么不对。

she got bullied and she turned into an alt girl with the worst stereotypes.

她被霸凌后变成了带着最糟刻板印象的 alt girl。

if she had a nice boy who loved her she could have been normal and still pretty instead of this

要是当时有个爱她的好男孩，她本可以正常又漂亮地长大，而不是这样

>>62682980

I honestly don't think anything about it at the moment

说实话我现在对这事没什么想法

I mostly looked to see if paypay was a typo otherwise I was going to ask if paypal wound up being owned by softbank

我主要是看 paypay 是不是手滑。不然我就想问 PayPal 是不是被软银收购了

I learned an important lesson with ADR's back in my RYCEY holding days that you need to read the prospectus first to understand the fee structure because those things aren't free. Sometimes the holding fees come out of the dividends. When there are no dividends, they can come out of your pocket.

持有 RYCEY 的岁月教会我重要一课：ADR 得先读招股书弄清费用结构，因为那些东西不免费。有时托管费从分红里扣，没分红就从你口袋里扣。

>>62682661

>into a japanese finance company

>投进一家日本金融公司

>Instead of a Japanese toy company

>「而不是一家日本玩具公司」

Ngmi

图片: https://i.4cdn.org/biz/1789182901379484.png

Any amount of rate hikes would decimate this economy and ensure a republican loss and every possible front.

任何幅度的加息都会重创经济、确保共和党在所有战线上输掉选举。

If it happens then orange nigger is the biggest cuck of all time.

真加息的话，橙皮黑鬼就是史上最大的绿帽王。

>>62682965

short vega baby. it just keeps going...

做空 vega 宝贝。它一直在赚……

>>62682987

thats what you get for 4 grand scratch track by what gemini was insistent i needed to know, nigerian-american, og mix masta supreme

4000 刀的刮痕维修就这下场——Gemini 非要坚持告诉我那是尼日利亚裔美国人、OG Mix Masta Supreme

Maybe if their budget was higher that timeline is probably better for her

要是他们预算高点，那个时间线对她来说可能更好

We got a deal once back then for 75 bucks flat 1 song mastered by Aaron carter's guitarist. Vocals took 2x as long because his neighbor has goats. Got it that cheap because we pre-programmed literally everything and did most of it ourselves. Basically 75 for a master mixdown with his own bass track which was nice.

当年我们做成过一笔 75 刀包干的混音，由 Aaron Carter 的吉他手做母带。人声多花了一倍时间，因为他邻居养山羊。这么便宜是因为我们预编了所有东西、大部分自己动手。75 刀买母带混音外加他自己的贝斯轨，挺值。

Actions express priority o algo

行动昭示优先级，老哥

>>62683000

if he doesn't hike rates then bond yields gonna go goofy and us debt payments will get even huger there's really no way out 40 trill debt without something getting fucked up

他不加息的话，债券收益率会发疯，美国付息会更大——40 万亿债务，不搞坏点什么根本没出路

>>62683000

>he thinks the market is rational

>「他以为市场是理性的」

Banks are sending so many "bonus offerings" for up to $500 for depositing money.

银行正在发疯式推送「存款奖励」，最高 500 刀。

oh fuggg

哦，糟糕

图片: https://i.4cdn.org/biz/1789183821188234.jpg

>>62683007

>40 trill debt

>40 万亿债务

Genuinely who cares

说真的，谁在乎

>>62683014

the people who buy, or increasingly don't buy, american debt

买——或者越来越多地不买——美国债务的人在乎

>>62683015

Fuck em. They can liquidate us. What are they gonna do? lmaooooo

去他们的。大不了清算我们。他们能怎样？哈哈哈哈

>>62683000

right now it's who has a bigger dick. hikes fuck bonds and bonds fuck hikes.

现在就是比谁的屌大。加息锤债券，债券锤加息。

>>62683016

yeah and that will put yields to the moon

对，那会让收益率上天

>>62683011

I did the Citizens Bank $600 one last year and I just got another mailer for it

我去年领了 Citizens Bank 那个 600 刀的，现在又收到新的邮寄广告

I also keep getting 0% APR balance transfers, which I would do if they didn't charge 5%

我还一直收到 0% APR 余额转移优惠，要不是收 5% 手续费我就办了

>futures

附件: https://i.4cdn.org/biz/1789185362586714.webm

>>62683036

me when i wake up before my alarm clock for my wfh job

远程办公的我，在闹钟响之前自然醒时的样子

they say the faster you go, the slower your clock. until some magic speed.

据说你跑得越快，你的钟越慢。直到某个神奇速度。

all right, if you are stuff that goes at that magic speed, maybe heavy maybe not, your clock never moves. you are both being born and dying in the same moment. You experience space entirely, not any time.

好吧，如果你是那个以神奇速度前进的东西——重不重无所谓——你的钟永远不走。你在同一瞬间出生又死去。你体验全部的空间，而不体验任何时间。

Look at Antares and you see light that is 555 light-years away. You might say, the light was created 555 years ago, and died 555 years after that.

看心宿二，你看到的是 555 光年外的光。你可以说：这束光 555 年前诞生，555 年后熄灭。

If you were the light, you might say no time happened at all. So I guess you disagree.

如果你就是那束光，你会说：根本没发生任何时间。所以你大概是不同意的。

Then, at the moment the particle hit your eye, was the light not being destroyed? What if you had moved your head and that 1 particle missed your eye and got destroyed in a rock behind you? How would it know if it died in your eyeball or not? How are you sure you saw the real death of that particle and not its birth? At the place and time of its creation, was its place and time of destruction already determined? Did it matter if the "light" was heavy or not?

那么，在光子击中你眼睛的那一刻，它不是正在被毁灭吗？如果你当时偏了头，那颗光子错过你的眼睛、在你身后的岩石上毁灭呢？它怎么知道自己死没死在你眼球里？你怎么确定你看到的是它真实的死亡而非诞生？在它诞生的时空里，它毁灭的时空是否早已注定？这颗「光」重不重又有什么关系？

Maybe that model bullshit? idc

也许是那套模型胡扯？无所谓

>>62683057

Bullish.

>>62683047

me when I wake up to the sun shining on my terminally unemployed ass

永久失业的我被阳光叫醒时的样子

>dollar is no longer stable to do business with since the dollar has been weaponized against countries. No one wants to buy US bonds either.

>美元因被他国武器化而不再适合做生意。也没人想买美债了。

>legal system is no longer stable because a jury of your peers just have to be for whatever current thing is happening so they don't actually care about justice

>司法体系不再稳定，因为陪审团只看当下热点，根本不在乎正义

>schools are no longer stable since AI and giving everyone a degree has made the educational system worthless

>学校不再稳定，AI 和学历大放水让教育系统一文不值

At what point does the USA just collapse?

美国到底什么时候才会崩溃？

图片: https://i.4cdn.org/biz/1789187693591021.jpg

>>62683078

Check back in a thousand years brownie

一千年后再来问，棕皮

>one of the lowest levels of "life success" of all personality disorders (measured as "status, wealth and successful relationships")

>所有人格障碍里「人生成功度」最低的之一（以地位、财富和成功关系衡量）

>entire article reads like a biography

>整篇文章读起来像一篇传记

I give up. on investing and on everything else.

我放弃了。放弃投资，放弃一切。

this game was rigged against me from the start.

这个游戏从一开始就对我出千。

Gonna turn on drip and just delete fidelity.

开启自动定投，然后删掉 Fidelity。

also not gonna pay any non-immediate obligations like student loans, let it all burn.

也不打算还任何非紧急债务，比如学贷，让一切烧成灰。

That being said, should I keep the 5k that I have u invested in an hysa or sgov?

话虽如此，我投在 HYSA 或 SGOV 里的 5000 要不要留着？

图片: https://i.4cdn.org/biz/1789188126429621.jpg

>>62683080

I'm white but keep coping you tranny

我是白人，继续自我安慰吧，变性人

mister kevin

凯文先生

we need hyper giga pump this weekend

这个周末我们需要超级巨拉

图片: https://i.4cdn.org/biz/1789188778996114.png

>>62683084

>give up

>放弃

Skipping to the end early is cheating. Game's not over yet champ. Between those two it looks like 5k can make you 2 c notes a year pre-tax. I just asked gemini because I don't know anything about business or finance, so maybe that's right. Could you get $200 within the year some other way? I bet you could find out if you had to

提前跳到结局是作弊。游戏还没结束，冠军。就你那两个选项，5000 块税前一年能挣 200 块左右。我刚问了 Gemini，因为我不懂生意和金融，所以也许对。其他方式一年内能挣 200 吗？你逼自己一下肯定能找到

im gonna be drinking and bbqin and watching football and having a good time all weekend. Yemen cant get me down!!!

这周末我要喝酒烧烤看球好好享受。也门压不垮我！！！

图片: https://i.4cdn.org/biz/1789189416723701.gif

>>62683112

maybe they can get the market down thoughbeit and that's what we care about

不过他们也许能砸市场，那才是我们在乎的

图片: https://i.4cdn.org/biz/1789189686475733.png

>>62683078

He is living rent-free in your head

他免费住在你脑子里

a lot of faggots made him live rentfree in the White House

一群基佬让他免费住进了白宫

If the sovereign debt of the US s such a huge problem

如果美国主权债务真是天大的问题

and it's basically one of the highest in the world

而且基本是全球最高之列

why the fuck don't they just cut spending? Cut social security medicare, and war spending. is all this shit really so necessary that America has to turn into the weimar republic in the next 20 years so that boomers can have it right now?

他们他妈为什么不直接砍支出？砍社保、医保、战争开支。这些破事真重要到美国必须在 20 年内变成魏玛共和国，就为了让婴儿潮立刻享受吗？

That seems like what they're going to do

看起来他们打算这么干

start accelerating inflation to pay the debt.

加速通胀来还债。

and it will really work. for real, it'll work. and it would definitely take care of the debt problem. Just inflating the money 100% would slice the debt right in half. inflating it 500% would cut the debt to 20% of what it is right now (before inflation)

而且真的会管用。真的会。它绝对能解决债务问题。货币通胀 100% 就能把债务直接砍半。通胀 500% 能把债务砍到现值的 20%（通胀前口径）

but it only works once.

但这招只能用一次。

You can only do it once.Interest rates will do to the absolute moon. Anybody loaning the US money are going to want higher interest rates to compensate for future inflation.

只能来一次。利率会直上月球。借钱给美国的所有人都要求更高利率以补偿未来的通胀。

And they haven't addressed the budget at all

而且他们完全没碰预算

so if they're doing this shit

所以如果他们先搞这套

before they even try tackling the budget

在动预算之前

this shit is not going to end well.

这事不会善终。

But it's going to fix itself? Yeah fucking right. They're going to inflate their way out of the debt.

可它会自我修复？想屁吃。他们会用通胀化债。

I hope you have a macro portfolio.

希望你有个宏观组合。

图片: https://i.4cdn.org/biz/1789190395606898.png

>>62683122

Because making Americans as poor as Argentinian would mean Elon Musk would go back to just being a millionaire in real terms

因为把美国人搞得跟阿根廷人一样穷，意味着马斯克实际购买力退回百万富翁

>>62683126

he'd probably get even richer. he owns a lot of real assets that would balloon in value with inflation.

他八成反而更富。他持有大量实物资产，通胀下会膨胀。

>>62683126

I'm pretty sure

我挺确定的

America would figure out a way to make inflation into a whole pet industry

美国会想办法把通胀做成一个完整产业

direct deposit services that automatically increase your take home pay with the inflation lol

自动按通胀上调你到手工资的直存服务哈哈

early pay direct deposit, before the net tick of inflation

赶在通胀刻度跳动之前的提前到账

cash in advance paychecks

现金预支工资

payday loans on steroids

类固醇版发薪日贷款

>>62683122

because, cutting anything would be political suicide

因为，砍任何东西都是政治自杀

>>62683134

Dealing with it with inflation is not only political suicide

用通胀应付不只是政治自杀

it's regime suicide

是政权自杀

Fixing the debt problem with inflation is entering the event horizon. You have no idea what's going to happen once you cross it.

用通胀解决债务就是踏入事件视界。你不知道跨过去之后会发生什么。

And it's not even too late yet.

而且现在还来得及。

If they started tightening the budget considerably, it wouldn't even have to be debilitating. Just a little bit of austerity,

如果他们开始大幅收紧预算——甚至不必伤筋动骨——只要一点紧缩，

and the US is seen to be on the right path toward resolving the debt problem

美国就会被视为走上了解决债务的正确道路

interest rates would collapse

利率会崩下来

And it would be a lot less painful than inflating their way out of debt.

而且比通胀化债的痛苦小得多。

>>62683139

>>62683134

In fact, now is the best time to start tightening the budget during an economic boom.

事实上，经济繁荣期正是收紧预算的最佳时机。

>>62683139

Why do that when we can export inflation to india and africa? What do you think treasury backed private company cbdcs are for?

能向印度和非洲出口通胀，为什么要紧缩？你觉得财政部背书的私人 CBDC 是干什么用的？

>>62683144

30 years ago,

30 年前，

the USD was 75% of the reserve currency of the world. It's fallen to almost 50% now, and continues falling lower every year.

美元占全球储备货币的 75%。现在已跌到近 50%，而且每年都在继续跌。

so what you called exporting inflation is less effective every year and will continue to be less effective

所以你说的「输出通胀」每年效力递减，而且会继续递减

>>62683152

Try to keep up with the convo sweetie, we're talking about stablecoins

跟上话题，亲爱的，我们说的是稳定币

Happy $100 oil weekend. How are you doing so far?

百元油价周末快乐。目前过得怎么样？

图片: https://i.4cdn.org/biz/1789192731303679.png

>>62683152

inflation will be irrelevant in 5 years, everything will deflate

5 年后通胀将无关紧要，一切通缩

>>62683122

>why the fuck don't they just cut spending? Cut social security medicare, and war spending. is all this shit really so necessary that America has to turn into the weimar republic in the next 20 years so that boomers can have it right now?

>他们他妈为什么不直接砍支出？砍社保、医保、战争开支。这些破事真重要到美国必须在 20 年内变成魏玛共和国，就为了让婴儿潮立刻享受吗？

They can't because the US is a democracy/republic whatever they like to call themselves. The Greeks have been talking about this since antiquities

他们不能，因为美国是民主/共和制——随他们怎么叫。希腊人从古典时代就在讨论这个

>>62683153

so stablecoins are going to save the dollar?

所以稳定币能拯救美元？

lol

those a long odds

那是小概率长赔率

and yeah it could save the dollar theoretically if all of the third world starts using USD backed stablecoins. but that's a big if

理论上，如果整个第三世界都开始用美元背书的稳定币，是能救美元。但那是个大大的如果

that's like saying AI is going to pay the way out of the debt problem

这跟「AI 能带我们走出债务」一个调调

This is just gambling.

这就是赌博。

A US company could make a machine that prints shit out of raw materials that no other country can replicate and it would save the US from its debt problem.

只要一家美国公司造出一台别国无法复制的、从原材料直接造东西的机器，美国的债务问题就解了。

>>62682801

>meh bod

>呃这张脸

>jewish face

>犹太人的脸

Why did you post this abomination?

你为什么发这种丑东西？

图片: https://i.4cdn.org/biz/1789192915457998.jpg

>>62683122

The US debt is not a big issue desu. People that claim this don't realize that the private sector has deleveraged a lot (las year the lowest point in 20 years) and net assets of the US economy sit around 230T USD. Most US debt is just owned by boomers (101 out of 126 dollars of public debt) which means the debt is manageable as fuck as most demand for debt is domestic

讲真美国债务不是大问题。这么说的人没意识到私人部门已经大幅去杠杆（去年是 20 年最低点），美国经济净资产约 230 万亿。大部分美债由婴儿潮持有（126 美元公共债务里 101 美元），意味着债务好管得很，因为大部分债务需求来自国内

>>62683078

You are about to witness 30% GDP growth per annum and you are talking about a collapse LMAO. America is about to enter a new golden age

你即将见证每年 30% 的 GDP 增长，你在谈崩盘，笑死。美国即将进入新的黄金时代

>>62682825

图片: https://i.4cdn.org/biz/1789193332840545.jpg

>>62683164

I'm talking about sovereign debt.

我说的是主权债务。

What do most people use here? Stocks, options, futures? Inb4 smart ass reply for updoots

大家主要用什么？股票、期权、期货？先答为敬：别抖机灵骗赞

>>62683173

yes it is not a big issue, look if you don't get it, let GPT explain it to you

对，不是大问题。你要是不懂，让 GPT 给你讲

>>62683177

Stocks for me. I got burned by options even just selling covered call

我玩股票。被期权坑过，哪怕只是卖备兑看涨

图片: https://i.4cdn.org/biz/1789193687184139.png

>>62683182

Stocks are the most surefire imo, even if things crash you can just wait for them to recover. Theta and the lack of liquidity are cringe when it comes to options. Futures seem best imho, by far the most access to leverage, but that can be dangerous if you aren't disciplined.

股票最稳，就算崩了也能等恢复。期权的 theta 和流动性稀疏很恶心。期货在我看来最好——杠杆最充裕——但没纪律就很危险。

>>62683182

smiggers take note, you buy shares not options if you want to make it

smig 党记好：想成就，买股票不买期权

图片: https://i.4cdn.org/biz/1789195082178348.gif

>>62683202

You buy VOO and you SIT THE FUCK DOWN

买 VOO，然后给老子坐稳了

>>62683165

30% gdp growth on what and how? When does this golden age begin?

30% 的 GDP 增长靠什么、怎么实现？黄金时代什么时候开始？

>>62682648

If you don't understand the information presented then enjoy your oil bags ;)

你要是看不懂给的信息，那就安心抱你的石油仓位 ;)

hmmmmmmmm

hm

35-45% of equities in my portfolio is in AI.

我组合里 35-45% 的股票是 AI。

35% is I'm strict about it being in the AI trade

严格算 AI 交易的话是 35%

45% if I'm loose about it.

放宽算的话 45%。

Isn't weighted SP500 basically 30% in AI? lol

市值加权的标普 500 本来就有约 30% 是 AI 吧，哈哈

I've been thinking of reducing my cash bags

我在考虑减一点现金仓

图片: https://i.4cdn.org/biz/1789196291967522.png

>>62683206

naaa just periodically lump sum into TQQQ

不用，定期把一笔钱梭哈进 TQQQ 就行

>>62683213

When superintelligence arrives and starts creating cures for everything, designs sci fi materials and everything gets automated and margins rise to 99% while costs deflate

等超级智能到来、开始包治百病、设计科幻材料、一切自动化、利润率升到 99% 而成本通缩

I'm clawing my eyes out

我要把眼睛抠出来

I can't unsee this

我忘不掉这个画面了

Verizon is the #10 most weighted ticker in my portfolio

Verizon 在我组合里权重排第 10

>>62683233

anon i hate to break it to you but we already have cures for everything, ill let you figure out why its not sold though. (pro hint: recurrent money)

老哥不忍心告诉你：包治百病的药已经有了，为什么不卖你自己想（提示：经常性收入）

图片: https://i.4cdn.org/biz/1789196567574357.jpg

According to my bond attractiveness model,

根据我的债券吸引力模型，

10 year is priced very well at a steal.

10 年期国债定价非常划算，捡漏价。

>>62683214

I will drop my next paycheck on oil. You can't convince me otherwise

下张工资单我会全砸石油。你劝不动我的

>>62683234

Divies strong, starlink isn't killing the legacy carriers yet.

分红强劲，星链还没杀死传统运营商。

>>62683240

the oil prices are being blatantly manipulated both ways and if you want to make money on that then do it

油价双向被明目张胆操纵，想在这上面赚钱就去赚

>>62683240

You had 6 months ago to buy oil at $60

你六个月前有机会 60 刀买油

then 2 months ago you had a chance to grab oil again down at $70 after it dumped

然后两个月前它砸下来，你又可以在 70 刀接

now it's hit $105. now you want to buy it

现在 105 了，你想买了

You're just made to lose your money.

你就是天生来亏钱的。

>>62683122

>I hope you have a macro portfolio

>希望你有个宏观组合

Whats this? How should I position my portfolio? Should I exit the semi and memory trade?

这是什么？我该怎么配置组合？该退出半导体和存储交易吗？

图片: https://i.4cdn.org/biz/1789197322688159.gif

Is this a sign of the times?

这是时代的信号吗？

图片: https://i.4cdn.org/biz/1789197430752534.jpg

>>62683084

>look it up

>自己去查

>a lot of the stuff matches

>很多东西都对得上

Well things just keep getting grimmer and grimmer for me. I have a degree and yet look at me now, in my 30s and unemployed. My financial prospects are bleak despite how many times I've thought that I will somehow eventually succeed in stocks only to get wrecked over and over.

反正我的处境越来越灰暗。我有学位，可看看现在的我：三十多岁、失业。尽管无数次想过自己终会在股市成功，结果一次又一次被暴打，财务前景一片黯淡。

图片: https://i.4cdn.org/biz/1789197959200632.gif

>>62683255

Stocks will be fine. General equities will be ok

股票没事。大盘权益没问题

commodity producers will make money hand over fist

大宗商品生产商赚翻

Commodities will go into a super cycle.

大宗商品会进入超级周期。

trend, commodities, gold, and broad market or whatever equities you like, and commodity producers

趋势、商品、黄金、大盘或你喜欢的任何股票，加上商品生产商

So here's a macro portfolio

这就是一套宏观组合

40% broad market equities

40% 大盘权益

20% semi trade

20% 半导体交易

10% commodity and materials producers

10% 大宗商品和材料生产商

10% scarce commodities

10% 稀缺商品

20% gold

20% 黄金

If there's hyper inflation you'll come out of it a millionaire.

真恶性通胀的话，你会以百万富翁身份走出来。

>>62683253

I have been trading oil forecast the last 6 months. How do you think I make my money?>>62683157

我交易石油预测已经 6 个月了。你以为我怎么赚钱的？>>62683157

I just think the US is losing control right now and go all in instead of just half

我就是觉得美国正在失控，所以全仓而不是半仓

>>62683267

Any specific tickers in each caregory you recommend? 3x etfs at all?

每个类别有具体推荐代码吗？有 3 倍 ETF 吗？

>>62683275

Just how high are you expecting oil to go? What tickers?

你预期油价到多高？什么代码？

>>62683266

Wat degree you got also get a factory job bro they're not that bad sometimes

你什么学位？去工厂上班吧老哥，有时候没那么糟

>>62683276

120 by the end of the year. You sound like you are not a wealthy individual so I won’t recommend any sticker to you. You don’t have much left to lose.

年底 120。你听着不像有钱人，所以我不会给你推荐任何代码。你没多少可输的了。

>>62683276

Don't buy oil. There's better trades. Oil has a long way down and not much room to go up.

别买油。有更好的交易。石油下行空间很大、上行空间很小。

Gold is better priced than oil right now.

眼下黄金比石油定价更划算。

>>62683266

>I will somehow eventually succeed in stocks only to get wrecked over and over.

>尽管无数次想过自己终会在股市成功，结果一次又一次被暴打

How many times do you niggers have to be told that stocks are a secondary source of income unless you're a multi-millionaire already? Get a job, get your life in order and maybe then expend your leftover income to have some fun with the stock market.

要跟你们这帮黑鬼说多少遍：股市是第二收入来源，除非你已经是千万富翁？去找份工作，把生活理顺，然后再拿闲钱去股市找乐子。

>>62683276

And these tickers. For a macro portfolio if you think there's going to be high inflation

还有这些代码。如果你预期高通胀，这是一套宏观组合：

40% FNDX

30% FNDF

10% HAP

10% SDCI

10% IAUM

or split the last 20% between IAUM and KMLM. FND is US fundamental weighted, FNDF is international fundamental weight, HAP is global commodity producers, SDCI is commodity futures with a scarcity strategy, IAUM is gold, and KMLM is multi asset managed futures.

或者把最后 20% 分给 IAUM 和 KMLM。FND 是美国基本面加权，FNDF 是国际基本面加权，HAP 是全球商品生产商，SDCI 是带稀缺策略的商品期货，IAUM 是黄金，KMLM 是多资产管理期货。

But this is only a macro portfolio if you're bearish on the US. As well, you could roll HAP and SDCI and put them both in 20% RLY

但这只有在你看空美国时才算宏观组合。你也可以把 HAP 和 SDCI 合并成 20% 的 RLY

What happened in 1971?

1971 年发生了什么？

https://wtfhappenedin1971.com/

Presented without further ado.

直接上图，不多说。

图片: https://i.4cdn.org/biz/1789202096461438.png

>>62683307

TankerTracker is nearly guaranteed to be a zioshill. 2 weeks ago, there is a pajeet called Lakshmi who was an oil analyst. She suddenly get boosted on X and was all over my timeline doom posting Iran. This is just another one of their minion spreading propaganda. Sadly, many gold bugs were also brainwashed by them because oil spike is a gold beatdown. We should have been brothers in arms against the gynozog empire.

TankerTracker 几乎可以肯定是犹太复国主义狗托。两周前有个叫 Lakshmi 的印度女油分析师，突然被 X 力推，铺满我的时间线，发伊朗末日帖。这只是他们又一个散播宣传的走狗。可悲的是，很多金虫也被洗脑了，因为油价飙升就是打黄金。我们本该是并肩对抗 gynozog 帝国的兄弟。

>>62683307

>Besides data directly communicated by members, OPEC’s monthly report also includes an assessment compiled from a number of external firms known as “secondary sources.” This average put Saudi production in August only modestly lower from the previous month, at 7.276 million barrels a day

>除了成员国直接上报的数据，OPEC 月报还包含由多家外部机构汇编的「二手来源」评估。该口径显示沙特 8 月产量仅略低于上月，为 727.6 万桶/日

>The production slump reported by Riyadh is directionally consistent with provisional tanker-tracking data compiled by Bloomberg, which indicated that Saudi crude exports fell by about a third in August to roughly 3 million barrels a day.

>利雅得报告的产量下滑，方向上与彭博汇编的临时油轮追踪数据一致：沙特 8 月原油出口下降约三分之一，至约 300 万桶/日。

What company will be the biggest in the world by market cap in 10-20 years? my money is on openai

10-20 年后市值最大的公司会是谁？我押 OpenAI

图片: https://i.4cdn.org/biz/1789203833653746.jpg

>>62683328

its going to be SPY

会是 SPY

Remember all the brainlets here a couple months ago. Nothing ever happens, the war doesn’t matter. Where are you all now? Real quiet?

还记得几个月前这里的脑残们吗？「什么都不会发生，战争不重要」。你们现在呢？都安静了？

Anyone who listened and bought PBF I’ve been shilling since May did real well.

听我话 5 月起买 PBF 的都赚翻了。

图片: https://i.4cdn.org/biz/1789203960718973.jpg

>>62683310

Stop talking shit you idiot.

少放屁了你个白痴。

图片: https://i.4cdn.org/biz/1789204223720185.jpg

>>62683202

That's why I have like 15% of my portfolio in biotech. If it explodes I'll at least make much more than VOO

所以我组合里 15% 是生物科技。万一爆发，至少比 VOO 赚得多

>>62683310

Does tanker trackers do what their namesake says and just track tankers using responder/satellite data?

Tanker Trackers 名如其实吗？就用应答器/卫星数据追踪油轮？

If that’s all they do that’s kind of half assed because they wouldn’t know how full the tankers are that they’re tracking. They could be tracking ships that were scheduled to go to port regardless and when they showed up their was less oil available to them.

要是只做这个，那有点半吊子：他们不知道追踪的油轮装多满。可能只是追踪本来就要进港的船，到港后油少了而已。

Then again lying about production numbers is basically an OPEC tradition so there’s also a chance the Saudi’s numbers aren’t correct.

话说回来，谎报产量本来就是 OPEC 传统，所以沙特的数字也可能不对。

>>62683080

>>62683117

>>62683165

图片: https://i.4cdn.org/biz/1789204423091733.jpg

>>62683314

They literally have inferior tracking to tankertrackers. They can't track or don't report dark fleets

他们的追踪技术字面意义上不如 Tankertrackers。暗船队他们追不到、也不报

>>62683340

Methodology is explained well here. And no. It’s not just transponders.

方法论在这里讲得很清楚。而且不，不只是应答器。

https://youtu.be/-plPmSaycVk?is=n8Kd5650iblf6XrL

I modeled my AI thesis portfolio

我给我的 AI 主题组合建模了

of how it would perform in different regimes

在不同情景下会怎么表现

I think it's very robust. I'm most worried about opportunity cost

我觉得非常稳健。我最担心的是机会成本

like

an "AI winter", where AI doesn't meet expectations, but it's still kind of useful.

「AI 寒冬」：AI 不及预期，但还是有点用。

And I modeled a regime where I sent my portfolio through that. It doesn't do bad. At least, not any worse than QQQ would do.

我把组合放进这个情景模拟过，表现不差。至少不比 QQQ 差。

I had like three categories of AI companies.

我把 AI 公司分了大概三类。

1) pure capex dependent and neck deep in the AI boom. This is companies like Oracle, Coreweave, some of the semis in bottleneck trade

1) 纯 capex 依赖型、深陷 AI 繁荣。比如 Oracle、CoreWeave、瓶颈交易里的一些半导体

2) AI sensitive. This is companies that are waist deep in the AI boom, but still derive significant revenues from outside the AI trade. This is like Google, this is like Meta, and Amazon. These companies would largely be fine if there was an AI winter

2) AI 敏感型。腰深陷 AI 繁荣，但仍有大量 AI 外收入。比如谷歌、Meta、亚马逊。AI 寒冬来了它们大体无碍

3) diversified companies. These would be companies that derive very little to no revenue from the AI boom.

3) 多元化公司。从 AI 繁荣中获得的收入很少或没有。

4) counter trade companies. This is value, this is international, and traditional software. Companies that trade mostly inverse to AI.

4) 反向交易公司。价值股、国际股、传统软件。走势大体与 AI 相反。

I feel like I could track pretty close to a SPY return if this were to happen. Even if SPY is negative. I don't think most people are aware how much of SPY and QQQ are weighted toward the AI trade.

就算真发生，我觉得也能大致跟上 SPY 的回报，哪怕 SPY 是负的。多数人没意识到 SPY 和 QQQ 在 AI 交易上的权重有多高。

I modeled way more regimes than this, but this one is my main worry. It's the opportunity cost. I'm fine with losing money as long as everybody else loses money with me. Like if I'm flat and SPY s up 10%. That scares me the most. It's not, "companies are still attractively priced", like if everybody is down with me. It's "I got left behind and the market blew past me" whilst I'm holding bags. If AI shits the bed, but I'm down as much as SPY, I'm fine with that because I can just move into another trade.

我建模的情景比这多得多，但这是我最担心的：机会成本。亏钱我不怕，只要大家一起亏。怕的是我不亏不赚而 SPY 涨 10%。这才是最吓人的——不是「公司定价依然有吸引力」那种大家一起跌，而是「我被甩下、市场绝尘而去」，我抱着仓位干瞪眼。如果 AI 暴毙但我亏得跟 SPY 一样多，我可以接受，因为我可以换赛道。

>>62683307

told you, Tanker Trackers is suspiciously optimistic. I'd trust OilPrice over this account.

早说了，Tanker Trackers 乐观得可疑。这账号不如 OilPrice 可信。

>>62683349

>>62680250

>>62682703

I'm just happy we Spics no longer 'must hang from trees'. The Jews saved us.

我只是很高兴我们拉丁裔再也不用「被吊在树上」了。犹太人救了我们。

>>62683343

So they just estimate if a ship has oil based on its shadow from satellite images?

所以他们就靠卫星影像里船的影子来估船上有多少油？

I mean that’s better than nothing but not really an accurate metric. Could only be partially full for all they know.

总比没有好，但这真算不上精确指标。谁知道船是不是半空的。

Honestly I don’t think any data coming out of the mid east is going to be accurate as long as this shit is going on.

说实话，只要这摊事还在进行，中东出来的任何数据我都不信。

I’d just look at all the datapoints outside the middle east to build my thesis if i were trading in this stuff.

我要是交易这玩意，就只看中东以外的数据点来建逻辑。

So what is the problem with zionism, you sand niggers have over 50 muslim countries, is it too much to ask that there is one jewish country

所以锡安主义有什么问题？你们沙黑鬼有 50 多个穆斯林国家，就不能容一个犹太国吗

>>62683328

Samsung or Nvidia.

三星或者英伟达。

>>62683346

so you created SPY. just buy voo lmao

所以你自己造了个 SPY。直接买 VOO 不就完了哈哈

>>62683363

just give Florida or California to them, why don't you?

干脆把佛罗里达或加州给他们得了，怎么不行？

>>62683368

TSMC after Taiwan becomes part of China

台湾统一之后是台积电

>>62683368

what? why on earth would they continue to be at the top after the data centers have been built? at that point AI will take over the economy

什么？数据中心都建完了他们凭什么还霸榜？到那时 AI 会接管整个经济

>>62683374

They have TSMC at home already

他们家里已经有一座台积电了

>>62683383

>after the data centers have been built?

>数据中心都建完之后？

Jevons paradox, the data center roll out has just started and after that you will have robotics which is going to need even more COMPUTEEEEEE and MEMORYYYYYY

杰文斯悖论。数据中心铺开才刚开始，之后还有机器人，需要更多算力yyyyyy和内存yyyyyy

What's your favorite clan in Battle Realms? For me, it's the Serpent Clan.

《武者之心》里你最喜欢哪个家族？我是蛇族。

图片: https://i.4cdn.org/biz/1789208342316570.jpg

Glad when this fucking nigger hell month is over

盼着这该死的黑鬼地狱月赶紧结束

>>62682600

In 2008 hedges were buying oil and docking it in Rotterdam, waiting for the price to go up.

2008 年对冲基金买油、泊在鹿特丹等涨价。

>>62683011

>>62683032

all the offers are dogshit now. the last one I got was fucking deposit $100,000 for 90 days for $1,500 bonus

现在的存款优惠全是垃圾。最近一个是：存 10 万刀 90 天，奖励 1500

niggers I get more interest on cash or I can just sell a fucking put. this shit is retarded as fuck. kike bankers can all rot don't give them your cash so they can gamble with it fuck them HOOD will put them all out of buidness in the next decade after boomers die and don't keep their shekels in a 1% interest savings account

黑鬼们，我现金利息都比这高，或者随便卖个 put。这垃圾透了。犹太银行家全都烂掉吧，别把现金给他们赌。等婴儿潮死光、不再把谢克尔存 1% 利息账户，HOOD 十年内能把他们全干破产

图片: https://i.4cdn.org/biz/1789210446861691.png

>>62683307

kek

>>62683425

It is going to be a bull market until 2030 you dumb fuck

牛市要持续到 2030，你个蠢货

>>62683448

>this is your brain on miggerism

>这就是你嗑 MAGA 之后的脑子

Shalom! Good luck with those interest payments while also somehow intervening in the stock market, bond market, oil market, yen exchange rate, AND Japanese bond market lol.

Shalom！祝你们一边付利息、一边同时干预股市、债市、油市、日元汇率和日本债市好运，哈哈。

图片: https://i.4cdn.org/biz/1789211759038409.jpg

>>62683448

(X)

other than April scam pump on government printing 2 trillion dollars to fight a war was the only bullish movement all yea and it took Leopold and the entire country of Korea on 1000x leverage to even get any pump. everything else was a fake and gay bear/crab all year.

除了 4 月政府印 2 万亿打仗那次骗局拉盘，全年唯一的涨就是它，还得靠 Leopold 和整个韩国 1000 倍杠杆才拉起来。其余全是又假又gay的熊市/横盘。

it will be a choppy volatile demoralized retard market that randomly pumps 15% in 1 day at the least probable time when the most goyim are demoralized and not participating and then spends months just farming bulls that buy the top

它将是一个颠簸、震荡、士气涣散的智障市场：在最不可能的时机、在外邦人最没参与的时候一天随机拉 15%，然后花几个月收割追顶的 bulls。

图片: https://i.4cdn.org/biz/1789211889942734.jpg

>Oracle co-founder Larry Ellison plans to sell up to $7.5bn worth of shares in the database giant by the end of next month, regulatory filings revealed on Friday.

>监管文件周五披露：甲骨文联合创始人拉里·埃里森计划下月底前出售至多 75 亿美元股票。

Thanks for the money goyim, no refunds!

谢谢你们的钱，外邦人！概不退款！

图片: https://i.4cdn.org/biz/1789212017763698.jpg

>>62683458

its wild this company was priced for bankruptcy a month ago with massive debt fears and laying off its entire staff, nothing changed, everyone pumped it even heading into rate hike deadlines and the first thing he does is cash out 8 billion dollars on the goyim that bailed him out

离谱，一个月前这家公司还按破产定价：巨额债务恐慌、裁员所有人。什么都没变，大家在加息截止日前还在拉它，而他第一件事是从救了他的外邦人身上套现 80 亿

anyone buying this shit is a retard. this faggot gets a VIP seat in the first gas chamber.

买这破玩意的人都是智障。这基佬第一间毒气室有 VIP 座。

图片: https://i.4cdn.org/biz/1789212169788709.jpg

>>62683453

In the 90's interests were higher and the bull run was massive

90 年代利率更高，牛市照样巨大

>But muh national debterino

>可是国家债务啊

Learn basic math you retard, total american assets have outpaced total liabilities and the net assets of the country around 230T USD, 40T of national debt is literal peanuts for the American economy

学点基础数学你个智障。美国总资产超过总负债，净资产约 230 万亿。40 万亿国债对美国经济就是花生米

>>62683455

SP to 10,000 by 2030, screencap this

标普 2030 上 10000，截图留证

>80% of young men today will never experience the smell of a beautiful woman's asshole

>今天 80% 的年轻男人永远体验不到漂亮女人的屁眼味

buy (female) natural gas

购买（女式）天然气

>>62683425

You are cringe and basically Muslim hasbara

你好尬，基本就是穆斯林 hasbara

The Houthis will become less relevant and shrink in a year or two. Oil pipelines will be rerouted through other places, and once Iran can no longer fund them, they'll rot away. The Houthis are just one link in a chain of changes. Once they become irrelevant, they'll shrink back to what they were, or even become smaller than they were before. And that's not even taking into account technological developments that will partially make fossil fuels obsolete. Israel will grow

胡塞一两年内会变得无关紧要并萎缩。油管会改道，等伊朗不再供钱，他们就烂掉。胡塞只是连环变化的一环。等他们无关紧要，就会缩回原形甚至更小。更别提技术发展会部分淘汰化石燃料。以色列会壮大

>>62683469

Interest payments on the national debt are going to exceed tax revenue, Chaim. We're already in a budget crisis and they're going to have to implement austerity measures imminently to avoid default because yields keep spiking.

国债付息将超过税收收入，Chaim。我们已经在预算危机里，收益率不停飙升，他们马上就得实施紧缩来避免违约。

图片: https://i.4cdn.org/biz/1789213160184443.jpg

>>62683473

>keeps yapping about houthis to an anon that talked about bond yields

>对一个聊债券收益率的老哥喋喋不休胡塞

nigger no one gives a fuck about the houthis. your debt riddled tech shit portfolio is going to drop atleast 10% even if they only hike rates 0.25bps

黑鬼，没人在乎胡塞。就算只加 0.25 个基点，你那背满债的科技垃圾组合也得跌至少 10%

图片: https://i.4cdn.org/biz/1789213389401555.png

>>62683474

>Interest payments on the national debt are going to exceed tax revenue, Chaim.

>国债付息将超过税收收入，Chaim。

No they are not you retarded bobo, it is not even close

不会的，你这个智障空头，差得远呢

>We're already in a budget crisis and they're going to have to implement austerity measures imminently to avoid default because yields keep spiking

>我们已经在预算危机里，收益率不停飙升，他们马上就得实施紧缩来避免违约

The debt has been stable for 5 years as a % of GDP and all of this with Trump and Biden going full on retard. With minimum adjustments you could make US debt to GDP go down to 80% in 4 years. It is the biggest nothingburger in history

占 GDP 的比例债务稳定 5 年了，还是特朗普和拜登全员发疯的情况下。稍微调整一下，4 年内美国债务/GDP 就能降到 80%。这是史上最大的空炮

>>62683473

Remind me, Moshe, who just took over the entire entrance to the red sea shipping routes? We will sooner see Houthi Arabia and Greater Persia than your fake country making it past the Jordan River. Good luck with that eighth decade curse, loser. Short "israel" and "israeli" stocks with extreme leverage. This is financial advice.

提醒我一下 Moshe，是谁刚刚接管了红海整条航运入口？我们先看到「胡塞阿拉伯」和大波斯，也比你们假国家撑过约旦河快。祝你们第八个十年诅咒好运，loser。高杠杆做空「以色列」和以色列股票。这是投资建议。

图片: https://i.4cdn.org/biz/1789213662421230.jpg

>how will jihad today?

>今天圣战怎么打？

>I know I will shitpost on an obscure investment board

>「我知道，我要在一个冷门投资板块发疯帖」

Allah ackbar yourself

真主炸你自己

>>62683479

See his cringe pricute retard.

看看他那尬图，智障。

My portfolio will make lots of money when the market crashes, I'm prepared for it.

市场崩的时候我组合会赚大钱，我准备好了。

>Hasbara bros, I thought /smg/ would be a perfect place to trick the goyim into falling for it again. Now they're laughing at us. ;_;

>Hasbara 兄弟们，我以为 /smg/ 是骗外邦人再次上钩的完美地点。结果他们在笑我们。；_;

Best stocks for this feel?

什么股票最适合这种感觉？

图片: https://i.4cdn.org/biz/1789213960156991.png

>>62683486

Lmao, I can't wait to see you cry when your plans fails. All you're doing is making Israel more united and stronger. This was all predicted already. You Muslims only think in the short term.

哈哈，等你们计划失败哭的那天我等不及了。你们做的只是让以色列更团结更强。这些都早被预言了。你们穆斯林只会短线思维。

>AHEM, NIGGERS:

THIS UPCOMING WEEK, OIL IS GOING BACK TO 70 AND OUR BELOVED SEMICONDUCTORS GONNA PUMP LIKE CUUUHRAZEEE!!!

图片: https://i.4cdn.org/biz/1789214198034582.png

>>62683497

>United and stronger

>更团结更强

even jews in Hollywood are openly denouncing the genocide in Palestine. you guys can buy all the fake ads in the world but anyone with a remotely luke warm IQ recoils now whenever kikes start talking about trans children needing their medicine or starts kvetching about their "persecution"

连好莱坞的犹太人都在公开谴责巴勒斯坦种族灭绝。你们可以买全世界的假广告，但任何智商温热的人都开始条件反射：一听犹太佬聊「跨性别儿童需要吃药」、一听他们哭诉「被迫害」就后退

I seriously hope you get some really strong fentanyl in your next batch of blow Moshe

真心希望你下一批可卡因里掺超纯芬太尼，Moshe

图片: https://i.4cdn.org/biz/1789214345057477.jpg

>>62683497

The whole world hates you, shlomo. You are a scourge on this earth to every living, breathing human who has more than two braincells to rub together. Your fake country was willed into existence by US taxpayers and it can just as easily be willed out of existence with the stroke of a single pen. You don't even know who your enemies are. Shorting "israel" and "israeli" stocks will make me a millionaire.

全世界都恨你们，Shlomo。你们是地球的祸害，是每个有两个以上脑细胞的人类的灾难。你们的假国家由美国纳税人意志催生，也随时可以一纸笔令让它消失。你们甚至不知道自己的敌人是谁。做空「以色列」股票会让我成为百万富翁。

Send your government-funded hasbara shill farms to mass report me some more, I don't give a fuck about what long noses think lol.

把你们政府资助的 hasbara 水军农场再多派来举报我啊，长鼻子怎么想我不在乎哈哈。

附件: https://i.4cdn.org/biz/1789214763611739.webm

>>62683511

it is wild the Jewish janny instantly banned you desu

讲真，犹太版务秒封你太离谱了

>>62683503

>>62683511

Again you are seeing only short term

你又只看短期

Jews in Hollywood are irrelevant. When the time comes, they'll beg to go back to Israel, otherwise they'll have a very hard time in the USA. If you're American, you're going to get more fucked than me. Even if you're in another country, don't think you'll be spared.

好莱坞的犹太人无关紧要。时机到了，他们会求着回以色列，不然在美国会很难过。你要是美国人，你会比我惨得多。就算你在别的国家，也别以为能幸免。

>Muh genocide

>可是种族灭绝啊

They try to kill us and when failed cried genocide

他们试图杀我们，失败后哭种族灭绝

Your smuggines will end up in crying, you have been warned.

你的得意会以哭泣收场，警告过了。

>>62683517

Jews in hollywood are more powerful than any Jew in Israel lmao. thats the root of all your power and you don't even understand that.

好莱坞的犹太人比以色列任何犹太人都有权势哈哈。那才是你们所有力量的根基，你们自己都不懂。

US Jews giving up on Israeli Jews and next thing you know US slashes your budget and you get giga invaded by every single neighbor simultaneously (again) and we can finally have peace in the middle east after the JQ is solved

美国犹太人放弃以色列犹太人，下一步就是美国砍你们预算，然后你们被所有邻居同时巨量入侵（再来一次），JQ 解决后中东终于能和平

>>62683516

>>62683517

Every single migger shill literally works for the israeli government, and they're absolutely crawling all over /smg/ to damage control the Iran War destroying the US economy. It is 100% fake and astroturfed after the endless betrayals of his voters since the election.

每个 MAGA 狗托字面意义上都在为以色列政府打工，他们正爬满 /smg/ 给摧毁美国经济的伊朗战争控评。大选后对选民的无尽背叛之后，这 100% 是假的、是人工草皮。

/smg/ third worldist larp general

/smg/ 第三世界主义者扮演总楼

>>62683521

>/smg/ third worldist larp general

>/smg/ 第三世界主义者扮演总楼

Hasbara shill farm buzzword bingo! Say that not wanting to die for israel is """""""""brown-coded"""""""""" next.

Hasbara 水军热词宾果！下一位请说「不想为以色列而死」是「棕皮编码」。

图片: https://i.4cdn.org/biz/1789215373621956.jpg

>>62683310

You could have just done research on this instead of making dumb bullshit up. But if you did that, your entire worldview would collapse under any amount of scrutiny.

你本可以做点研究，而不是编造狗屁。但你要真做了，你整个世界观在任何审视下都会崩塌。

图片: https://i.4cdn.org/biz/1789215462018978.png

>>62683503

The Jews in Hollywood are openly anti American and want western. Why do you think they are aligned with Israel at all? These are clearly two different factions of people.

好莱坞的犹太人公开反美、反西方。你觉得他们为什么会跟以色列结盟？这显然是两个不同的派系。

>>62683518

Not anymore, Israel is in the stage of growing up, like from kid that get supported by his parents to adult.

现在不了，以色列正处于成长期：从靠父母养的孩子长成成年人。

You people only see very short term.

你们这类人只看极短期。

These Hollywood jews will flee America and will come to Israel.

这些好莱坞犹太人会逃离美国、回到以色列。

America is headed to very hard time(but also most of the world), and any money you make will lose in the rugpull that will come after.

美国正走向艰难时刻（世界大部分也是），你赚的任何钱都会在随后到来的 rug 中亏掉。

You'll get Peace in the middle east when Israel is even stronger, when the Muslims realize "they are here to stay" and stop trying destroy us

等以色列更强、穆斯林意识到「他们要常住于此」并放弃毁灭我们，中东就有和平了

>>62683527

Anti western*

*反西方

>>62683528

>population of israel

>以色列人口

>10 million

>1000 万

you don't matter at all Moshe. you can each kill 1000 sandniggers each and you will still lose. I don't think you will be able to sway the chinks to take you in and that will be the only place left for you to hide after the next real war

你根本无足轻重 Moshe。你们每人杀一千个沙黑鬼也照样输。我怀疑你们没法说服中国收留你们——下一场真战争后那会是你们唯一能躲的地方

图片: https://i.4cdn.org/biz/1789215894618039.jpg

I think I'm going to buy some VIX and WTI calls. The US treasury is overleveraged with all these market interventions, and the oil crisis is going to force something to break soon.

我想买点 VIX 和 WTI 看涨。美国财政部被这些市场干预搞得杠杆过高，石油危机会逼得什么东西很快断掉。

Also, by either continuing to post in this thread, or by clicking on any part of this post in particular, you hereby denounce the talmud and affirm that Jesus Christ of Nazareth, Son of God, is King of the Jews.

另外，继续在本楼发帖、或点击本帖任何部分，即视为你谴责《塔木德》并确认拿撒勒人耶稣基督、神之子，是犹太人之王。

>>62683537

I think vix calls are retarded on a structural level, it’s one of those things you have to roll constantly with a very low position size and right now especially they are probably overpriced

我觉得 VIX 看涨在结构上就是智障：得不停滚动、仓位极小，而且现在多半贵了

>>62682891

BGBL is the best global equity ETF on the ASX, period. You're better off using that as your equity core and then going from there.

BGBL 是 ASX 上最好的全球股票 ETF，没有之一。拿它当你的股票核心，再往下搭。

Example port that's only slightly more expensive than DHHF and more diversified

举个例子：只比 DHHF 稍贵一点、更分散的组合

https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3KL78niMnz3QwEbWf6MwXc

NFA and all that. There's a small but real chance we're heading into another GFC type crash in the next two years so prepare your anus. Really depends on what that orangutan in the White House does with Hormuz.

不构成投资建议等等。未来两年有小但真实的概率再来一次 GFC 级崩盘，做好心理准备。全看白宫那头猩猩拿霍尔木兹怎么办。

图片: https://i.4cdn.org/biz/1789217083475183.jpg

>>62682825

thanks for the alpha homo, love you, bye

谢谢 alpha，老同，爱你，拜拜

https://www.youtube.com/watch?v=UEaDtTSmZbE

There are anons in this very thread which never played the og Max Payne.

就在这栋楼里，有老哥从没玩过初代《英雄本色》。

图片: https://i.4cdn.org/biz/1789217294262324.png

Looks like Iran is doing the needful and redeeming OIL. Thank you for your service

看来伊朗在「尽本分」为石油兜底。感谢服务

>>62683458

Remember when all those CEO’s started jumping ship before COVID?

还记得疫情前一堆 CEO 集体跳船吗？

>>62683535

>you don't matter at all Moshe

>你根本无足轻重 Moshe

The why are you obsessed?

那你为什么这么 obsessed？

A rate hike would fuck my port but the seethe in the truth post would be biblical kek

加息会害了我的组合，但真相帖里的破防会是圣经级的，哈哈

>>62683593

>why do you care so much bro???

>「兄弟你怎么这么在乎？？？？」

Taking his statement at direct face value is incredibly disingenious, and now you look like a bitch.

把他的话按字面直接理解是非常不诚实的做法，现在你看着像个贱货。

>>62683594

Some people want to see the world burn.

有些人就是想看世界燃烧。

>>62683537

>Denounce the jews

>谴责犹太人

>Worship my Jew

>崇拜我的犹太人

Utterly deranged

彻底疯了

>>62683594

90% priced in already

90% 已计入价格

>>62683600

Exuses me for not wanting to put more effort to his nonsense argument.

原谅我不想在他那堆胡扯上多费力气。

Will a minor rate hike REALLY destroy the market? I think this is a big nothing burger.

小幅加息真会毁掉市场吗？我觉得是空炮。

>>62683607

>jews openly hate him and say hes burning in molten shit for eternity

>犹太人公开恨他，说他要永远在熔化的屎里燃烧

>"well i cant bring myself to love him, after all, he's jewish"

>「呃，我没法爱他，毕竟他是犹太人」

It must be hard to live with a pea-sized brain, anon. How do you do it?

豌豆大小的脑子一定很难过日子吧，老哥。怎么熬的？

>>62683619

>more effort into your argument pls

>论据多下点功夫行吗

Bullied people say this. Pathetic

被霸凌的人才说这个。可悲

>futures

附件: https://i.4cdn.org/biz/1789218855758783.mp4

>>62683620

Nothing ever happens

啥事儿也没发生。

>>62683620

>destroy

no. most companies wont care that much maybe like a 2% drop. companies with insane amounts of debt and all of their revenue based on future hopium (everything you guys buy) will drop 5-10% though even on a 25bps

不会。多数公司不会太在意，大概跌 2%。那些背着疯狂债务、收入全靠未来 hopium 的公司（你们买的一切）就算只加 25 个基点也会跌 5-10%

when debt becomes more expensive scammy dogshit like biotech, IREN, MSTR and NBIS will get deservedly lynched

等借钱变贵，生物科技、IREN、MSTR、NBIS 这类骗局垃圾会被活该吊死

decent chance they wont even raise though because our administration is full of scammers and warsh is a cuck and they want to "keep the golden goose of AI" alive for a bit longer

不过他们多半根本不加：现政府全是骗子、Warsh 是绿帽，他们想「保住 AI 金鹅」再活一阵

>>62682798

Obviously. Iraq's current PM Zaidi is an Israeli-American asset who was effectively appointed by Trump to the office of PM in Iraq.

显然。伊拉克现任总理 Zaidi 是以色列-美国资产，实际上由特朗普任命上台。

Iraq was going to re-appoint Maliki as the next PM. Trump then threatened to freeze Iraq's money (which is held by the US Federal Reserve since 2003) if he didn't get to pick the next PM. When that didn't work, he made an extremely thinly veiled threat of an attack on Iraq by Israeli proxy. So eventually Iraq acquiesced.

伊拉克本来要重新任命马利基当总理。特朗普威胁冻结伊拉克资金（2003 年起存在美联储）除非让他指定下一任总理。没奏效，他又用以色列代理人袭击伊拉克做了个极其露骨的威胁。于是伊拉克最终让步。

I’m looking into Quanloop, P2P lending, they’re showing 15.7% APY, is that possible? How can it be so high and how do they make money? Can I, a normal europoor, do what they’re doing? Thanks!

我在研究 Quanloop 这个 P2P 借贷，显示 15.7% APY，可能吗？怎么会这么高、他们怎么赚钱？我一个普通欧洲穷鬼能做他们做的事吗？谢谢！

>>62683628

These tech niggers are really holding on for every single penny of easy money. I would love to see a tech giant get stuck holding a huge bag. As an anon mentioned earlier, Ellison is trying to get out of oracle and I believe NVDA already started to diversify into something else. We are getting close to the end of this data center manufactured psy op of a market.

这帮科技黑鬼死死抓着每一分快钱。我就想看科技巨头抱着巨袋站岗。正如之前某位老哥说的，Ellison 想跑路甲骨文，NVDA 也开始分散。我们正接近这场「数据中心人造认知战市场」的尾声。

>>62683626

the last rate hike was July 2023. 25bps.

上次加息是 2023 年 7 月，25 个基点。

>QQQ fell from 383 to 345

>QQQ 从 383 跌到 345

>bottomed in October (probably the bottom this year too) at 345

>10 月见底（多半也是今年底）在 345

>~15% drop over 3 months

>3 个月跌约 15%

>>62683528

Israel will never be independent of US support. 99% of "Israeli" power is its American-built air force paid for by American gift cards, dependent on a steady stream of American parts, firing on targets found by American satellite intelligence and American back doors in electronic devices, with collected intelligence data mostly processed on American-run data centers filled with American tech. While Israel makes some of its own munitions, those are largely dependent on American parts.

以色列永远不会独立于美国支持。「以色列」99% 的实力是美国造的空军、用美国礼品卡付账、依赖美国零件的稳定供应，打击美国卫星情报和美国电子设备后门找到的目标，情报数据大多在美国运营的数据中心里用美国科技处理。以色列虽然自产一些弹药，也主要依赖美国零件。

Early bake

抢先发楼

>>62683629

>>62683629

>>62683629

Early bake

抢先发楼

bang bang bang...

砰砰砰……

图片: https://i.4cdn.org/biz/1789219800525391.png

>People want stuff

>人们想要东西

Gotta give you politics junkies credit, when you're right you're right. Thanks for educating me without making me feel stupid. We have much to learn from the younger generations so let's all keep our hearts and ears wide open. I will wait my turn to speak, after all, because what if I was accidently talking over someone smarter? I need them smarts

政治迷老哥们，你们对了就得认。谢谢你教育我还不让我觉得自己蠢。我们要向年轻世代学习，让我们都保持心胸和耳朵大开。我会等轮到我再发言——万一我不小心盖过更聪明的人呢？我需要那份聪明

图片: https://i.4cdn.org/biz/1789219907988290.jpg

>>62683644

please don't do that

求你别这样

图片: https://i.4cdn.org/biz/1789219940429818.png

(无正文)

图片: https://i.4cdn.org/biz/1789220163144558.jpg

>>62683650

图片: https://i.4cdn.org/biz/1789220219754399.png

>>62683621

>Bullied people say this. Pathetic

>被霸凌的人才说这个。可悲

Take one to know one, sorry you got bullied bro

难者不会会者不难，节哀，兄弟

>nooo you need to wastefully continue arguing on the internet, this will surly show them!

>「不行不行你必须在网上无谓地继续吵，这肯定能让他们服！」

Why are you like this?

你怎么搞成这样？

If my English was better it would have easier to me, so yeah why waste energy

我英语好点的话就容易了，所以干嘛浪费力气

>>62683640

I'll keep it short. This can all be changed and our enemies also depend on outside assistance even more, I could use the same argument.

我说短点：这一切都可以改变，而且我们的敌人对外部援助的依赖更深，我可以用同样的论点。

None of what you said contradicts what I was arguing.

你说的没有一条跟我的论点矛盾。

You all think too short term.

你们都想得太短。

America was funded on the Crown as well

美国当年也是靠王室资助建立的

>>62683658

>brought to you by the same government department responsible for jobs data

>由负责就业数据的同一个政府部门出品

>yes responses dropped from 274% to 195% so inflation is cooling

>「回复率从 274% 降到 195%，所以通胀在降温」

:D

图片: https://i.4cdn.org/biz/1789220287726916.jpg

>>62683537

You are what is called fake Christian, I won't even call you lukewarm because you are full of hatred.

你这叫假基督徒。我都不说你不冷不热，你满心仇恨。

You can say you believe in Jesus but you are a phony. luckily God himself will purge people like you before Son of God will come.

你可以说你信耶稣，但你是骗子。幸好神之子再来之前，上帝会亲自清除你这种人。

This is why I do not worried about all the stuff you guys say, I have more faith. You can't see God's bigger picture.

所以我才不担心你们说的这些，我有更大的信心。你们看不到上帝的更大图景。

图片: https://i.4cdn.org/biz/1789220708305149.jpg

>>62683679

>God himself will purge people like you before Son of God will come

>神之子再来之前，上帝会亲自清除你这种人

anon... I.. you know all this stuff is made up right?

老哥……我……你知道这些都是编的吧？

图片: https://i.4cdn.org/biz/1789221600064021.gif

>>62683567

What if I'm retarded and just want to do one and be done

要是我就是智障、只想一把梭呢

>>62683822

I'd tell you to stop being a lazy cunt. At least throw in some bonds as deflation insurance

我会劝你停止犯懒。至少加点债券当通缩保险

https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=4GLQHLy20al3NyqbM9mJ3Y

>>62683875

He didn't say he was lazy, he said he was retarded

他没说他懒，他说他智障

>>62683880

Then he can remove the bonds and join the pink fields when the time comes

那到时候他可以扔掉债券加入粉红海洋

图片: https://i.4cdn.org/biz/1789227856709380.jpg