/smg/ - Stock market general

Saturday Edition

周六版

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

>>62682492

图片: https://i.4cdn.org/biz/1789219197772217.png

I hate weekends the markets should never close it’s the modern world and everything can be automated

我恨周末，市场就不该休市。这是现代世界，一切都可以自动化

>>62683631

>no friends

>没朋友

>no family

>没家人

>no girl

>没女友

>no hobbies

>没爱好

Pathetic.

>>62683637

I am trading so I can afford all that

我交易就是为了买得起这一切

AAAAAAAAAAAAAAAAAAA

图片: https://i.4cdn.org/biz/1789219787991285.gif

Come on... Say bang bang bang... Say it now... I wanna trade...

来吧……说「砰砰砰」……现在就说……我要交易……

图片: https://i.4cdn.org/biz/1789219985294388.jpg

I’ll be back later. Get a hold of me if something happens.

我晚点回来。有动静联系我。

>>62683632

Adding sources

补充信源中

https://www.reuters.com/world/middle-east/trump-says-us-wont-help-iraq-if-it-picks-maliki-prime-minister-2026-01-27/

https://www.reuters.com/world/us/us-control-oil-dollars-heaps-pressure-iraq-over-iranian-influence-2026-01-23/

>>62683652

>>62683647

图片: https://i.4cdn.org/biz/1789220058748956.jpg

NQ cash sessions went pretty much sideways the last couple weeks. Any NY market maker jabronis here? When will you finally spark some action?

纳指现金盘过去两周基本横着。有纽约做市商小弟在吗？你们什么时候才肯点火？

The continued existence of the fake geographical region known as """""""""""israel"""""""""" is bad for my portfolio and net worth. This is financial advice.

「以色列」这个假地理区域的继续存在，对我的组合和净值有害。这是投资建议。

图片: https://i.4cdn.org/biz/1789220254364071.jpg

when does anthopic's s-1 get disclosed don't they have to release to the public in september? can't wait to see how shitty this company truly is

Anthropic 的 S-1 什么时候披露，不是得 9 月公开吗？等不及看这公司到底有多烂

RATE HIKE WAR NOW

honestly i wanna see how bad bonds can get yeah nothing ever happens but idk the debt is hitting unsustainable levels and the bubble hasn't even popped yet not to mention boots aren't on the ground yet either, when the bubble pops and the quagmire starts sucking in boots the debt is just gonna be lol

说实话我就想看债券能烂到什么程度。是的「什么都不会发生」，但债务正在冲向不可持续的水平，泡沫还没破，更别提地面部队还没进场——等泡沫破、泥潭开始吞人，债务就是呵呵了

>>62683664

>is bad for my portfolio

>「对我的组合有害」

not my problem

不关我的事

I fucking hate silver holy shit

我他妈恨死白银了，我操

>>62683664

get a better portfolio

换个更好的组合

>>62683682

u should read the book "the story of silver" lol

你该读读《白银的故事》这本书，哈哈

>>62683655

Thank you, this has lifted the heart...

谢谢你，这让我心头一暖……

I have a bad feeling about Monday...

我对周一有不好的预感……

图片: https://i.4cdn.org/biz/1789221116247795.png

diesel, how about diezNUTS. LOL

柴油？来点「屌弹」吧，哈哈

>>62683696

the fomc meeting not until tuesday dude nothing ever happens anyways well except for 2008

FOMC 会议周二才开，老哥。反正什么都不会发生——除了 2008 那次

(无正文)

图片: https://i.4cdn.org/biz/1789221701976052.jpg

>>62683707

nike is trash no one wanna buy that did u really go long lol

耐克是垃圾，没人想买，你真做多它？哈哈

>>62683655

I only care about lennar

我只关心 Lennar

>>62683637

That's what evenings are for

晚上就是干这个用的

I hope you are all ready for a bloody red monday

希望你们都为血红的周一做好准备

What’s this pattern called

这形态叫什么

图片: https://i.4cdn.org/biz/1789222005163780.jpg

>>62683637

I came in my girlfriend this morning and I am just going to play chess and shitpost for two days until the casino opens again.

今早在女朋友体内释放了，接下来两天就下下棋、发发疯帖，等赌场开门。

图片: https://i.4cdn.org/biz/1789222013518206.png

>>62683721

looks liek a square wave on an analog synthesizer lol

看着像模拟合成器的方波，哈哈

>>62683721

"He panic sold"

「他恐慌性抛售了」

>>62683722

Can I come over and cum in your gf too? We can play chess after

我也能去你女友体内释放吗？之后我们一起下棋

>>62683721

>fake and gay bot market

>又假又gay的机器人市场

>can only pump once the whole year because the fed emergency printed 2 trillion dollars for Israel at peak fear

>全年只能拉一次，因为美联储在最恐慌时刻为以色列紧急印了 2 万亿

>shids and fards the other 11 months just farming bad fills on illiquid shitcoins from retarded retail faggots

>其余 11 个月就在屎里拉屎，从智障散户基佬的烂成交里收割

图片: https://i.4cdn.org/biz/1789222333823464.png

>>62683721

Da Q's

图片: https://i.4cdn.org/biz/1789222338780730.jpg

>>62683719

I'm betting big on it but this fake and gay casino will probably retardpump anyway

我重仓押这个，但这又假又gay的赌场八成还是会智障式拉盘

图片: https://i.4cdn.org/biz/1789222357808822.png

>>62683733

Any redzonebros here?

有 redzone 老哥吗？

Hey /smg/

嘿 /smg/

I only post in /smg/ occasionally.

我只偶尔在 /smg/ 发帖。

I mentioned DHT a good long while ago. It ran exceptionally well, with good divs too. And if we're lucky, it might turn into a gme style short squeeze. Go Houthis kek

我很早提过 DHT。跑得极好，分红也不错。运气好的话还能变成 GME 式轧空。胡塞加油哈哈

>>62683631

What happened to 24/7 trading nasdaq promised?

纳斯达克承诺的 24/7 交易呢？

>>62683746

>unregulated Estonian micro banking

>不受监管的爱沙尼亚微型银行

>don't even know who you are loaning the money to

>甚至不知道借钱给谁

>no refunds if you get rugpulled

>被 rug 不退款

buy an ad for your rugpull man nobody wants this shit

给你的 rug 去买广告吧，没人要这破玩意

图片: https://i.4cdn.org/biz/1789223095592878.png

On Wise you can set it so that your cash is invested in World ETF while you're still able to use 95% of the money to pay for stuff normally with the card.

在 Wise 上可以设置：你的现金投资于全球 ETF，同时还能用 95% 的钱正常刷卡消费。

What would the world look like if everyone switched to that? Like if most of the normal people's money would be held in an world etf?

如果所有人都切换过去，世界会是什么样？比如大多数普通人的钱都放在全球 ETF 里？

>>62683754

Why would I worry about that? I don't have any money

我为什么要担心？我没钱

>>62683757

Because you could have it, if you wanted it enough.

因为只要你足够想要，你本可以拥有。

>>62683746

P2P lending is just loan sharking with reasonable rates.

P2P 借贷就是利率合理点的高利贷。

They basically take your money and then loan it out to people or companies who can't, for whatever reason, take loans on banks. It's obviously way riskier or the banks themselves would have loaned out the money. That's why the APY is so high.

他们基本是拿你的钱，放贷给那些因为某种原因无法从银行贷款的人或公司。风险显然高得多，否则银行自己就放了。这就是 APY 这么高的原因。

They make money by spreading the yield just like most financial services. They offer investors risky loans at 15.7%, they loan it out at 18.7% and then they keep 3% (numbers are fictional and just used as an example, I have done no research on this specific company).

他们的赚钱方式和大多数金融服务一样，就是赚利差。他们以15.7%的利率向投资者借钱，再以18.7%放出去，中间留3%（数字是编的，只是举个例子，我没专门研究过这家公司）。

Of course you can do it. Plenty of loan sharks everywhere in the world.

当然可以干。全世界到处都是放高利贷的。

>>62683754

World ETFs? The era of low interest rates and globalization is long gone, and I don’t care about the global economy anymore.

全球ETF？低利率和全球化的时代早就结束了，我现在根本不关心全球经济。

>>62683761

Didn't know I needed to want something to have it. What do you do with it?

原来想要个东西还得先“想要”才能有啊。这玩意儿你拿来干嘛？

>>62683763

The globe has been doing much better than dollar assets outside of the ai unicorn

除了AI独角兽那几只，全球这段时间比美元资产强多了。

>>62683768

It's a thingy we use to store motivation.

这是个用来存放动力的小玩意儿。

>>62683772

That didn't answer my question but thanks for your valuable time. Have a nice day

这没回答我的问题，不过还是谢谢您宝贵的时间。祝好

>>62683710

Its not lookin good

形势不太妙啊

>>62683772

It's it, what is it

就是它，它是个啥

>>62683746

Token Not Needed Ranjesh

用不着代币，兰杰什(Ranjesh)

图片: https://i.4cdn.org/biz/1789224449758950.png

I skipped breakfast today.

我今天没吃早饭。

DISCLAIMER:

This content is for educational and informational purposes only. It is not intended to be financial advice. Always do your own research or consult a licensed professional before making any financial decisions.

本内容仅供教育和信息参考之用，不构成投资建议。做任何财务决定前，请自己做功课或咨询持证专业人士。

The information provided on this site is for general informational and educational purposes only and is not a substitute for professional financial advice. Anonymous is not a registered financial advisor or broker-dealer. All investments carry risk, and past performance does not guarantee future results. You should consult a qualified expert regarding your specific financial situation.

本站提供的信息仅供一般性参考和学习之用，不能替代专业财务建议。匿名老哥(Anonymous)不是注册投资顾问或券商。所有投资都有风险，过往业绩不代表未来表现。涉及你的具体财务状况，请咨询合格的专业人士。

>every move was the best move

>每一步都是最佳操作

>99.5 accuracy

>99.5%的准确率

short AI its fucking stupid it cant even do math

做空AI，这玩意蠢死了，连数学都不会算

图片: https://i.4cdn.org/biz/1789224948605593.png

>>62683801

let him cook

让他操作吧（let him cook）

CASHNADO ALERT!!!!

>>62683682

Why would you buy silver when you can buy gold? And even gold is questionable. I have a lil paper stack myself

能买黄金为什么要买白银？而且黄金本身都存疑。我自己囤了一小堆纸黄金。

>>62683862

Copper is the metal people should be buying

大家该买的是铜

>>62683867

I made a decent amount off COPX on its initial run up near 100 but got out after it topped out that initial time. I don’t understand anything about copper. Gold is a retarded enough trade for me to understand. Sell me on the copper boss.

COPX 第一波冲上100附近的时候我赚了点，但见顶就跑了。铜我完全不懂。黄金对我来说已经是够蠢的交易了，还能看得懂。老板给我安利一下铜呗。

>>62683877

I'm pretty bad at explaining my thesis but here I go

我不太会讲逻辑，但我试试

Pretty much everything important being built uses some amount of copper. The copper reserves have seen dwindling inventory as more and more copper is being used and not mined.

差不多所有重要的建设都要用到铜。铜的用量越来越大，开采却没跟上，库存一直在缩。

Copper mines take anywhere from 5 to 10 to become operational and a good chunk of the current mines will be exhausted in 3 years while no new mines have been developed for a while.

一座铜矿从开建到投产要5到10年，而现有的矿很大一部分3年内就会枯竭，这阵子又没有新矿在开发。

It's a long term play as I have no idea when the possible bottleneck will appear but it's basically getting into the RAM trade before it happens but that could take 8 years or so as the current mines expired and the stockpile we have is used. I'm doing two things one is slowly buying COPX and the other is every year on my birthday I buy a few calls with 2 years until expiration in case it surges and I didn't buy enough COPX.

这是个长线玩法，我不知道瓶颈具体什么时候出现，但基本上就是提前布局内存(RAM)那种行情。不过可能要等8年左右，等现有矿挖完、库存耗尽。我做两件事：一是慢慢买COPX，二是每年生日买一点两年后到期的看涨期权，防止它暴涨而我COPX没买够。

>>62683901

why choose to continue to be bad at something that AI can make you good at with 3 seconds of effort for $0

AI花3秒、0成本就能让你变擅长的事，你为啥非要继续烂下去？

I aspire to be the model worker.

我的理想是当一名模范员工。

It pays out in the end.

最后总有回报的。

There's no such thing as exploitation.

根本不存在什么“剥削”。

图片: https://i.4cdn.org/biz/1789229202527163.jpg

Phew, this Anthropic announcement is going to cause rough Monday, isn’t it?

唉，Anthropic这公告一出，周一怕是要很难看了，是吧？

i'm about to go invest in a donut

我这就去投资一个甜甜圈

图片: https://i.4cdn.org/biz/1789229971940865.png

Imagine the yields.

想象一下那收益率。

图片: https://i.4cdn.org/biz/1789230089579700.png

>Colombian small caps did a +75% return last year. Uou are never going to make it if you are not an small cap cowboy in shit countries like me

>哥伦比亚小盘股去年+75%。要像我这样在烂国家当小盘牛仔才能赚到钱，不然你永远要不成

>>62683934

Two out of the four companies in my portfolio sell donuts broski

我持仓四家公司里有两家是卖甜甜圈的，兄弟

WINNING

>>62682787

To continue on my thesis from yesterday, FUCK LARRY ELLISON YOU MARKET MANIPULATING CRIMINAL COCKSUCKER. I HOPE THE SEC SHITS IN YOUR COFFEE FOR THIS STUNT.

接着昨天的观点说，去他妈的拉里·埃里森(Larry Ellison)，你这个操纵市场的罪犯烂逼。我希望SEC因为这波操作往你咖啡里拉屎。

图片: https://i.4cdn.org/biz/1789231090683416.png

(无正文)

图片: https://i.4cdn.org/biz/1789231091751561.jpg

>>62683794

>I skipped breakfast today.

>我今天没吃早饭。

>>62683934

>i'm about to go invest in a donut

>我这就去投资一个甜甜圈

Were CPI numbers faked?

CPI数据造假了？

We're so fucked lol

我们彻底完蛋了哈哈

图片: https://i.4cdn.org/biz/1789231271967494.png

>>62683970

图片: https://i.4cdn.org/biz/1789231594687079.png

>>62683638

Your account is double digits in the red

你的账户都亏到两位数负数了

>>62683638

just go to the casino on the weekends and then trade on the weekdays.

那就周末去赌场，工作日炒股呗。

>>62683964

so glad I bought back in

幸好我补仓回来了

>>62683952

>>62683970

update

i invested in two donuts, there was a special seasonal maple flavor I had to get in addition to my usual

我投了两个甜甜圈，出了季节限定的枫糖口味，除了常买的那款不得不入

图片: https://i.4cdn.org/biz/1789233660179836.png

>>62683973

No crying in the casino

赌场里不许哭

>>62683973

Bullish.

>>62683973

Hopefully the markets crash real hard. I need to leverage back up after selling my high frequency traders with profits

但愿市场狠狠崩一波。我高位卖了高频交易股，得加杠杆抄回来呢

>>62684034

Are donuts from a donut chain better than from the grocery store? Donuts all kinda taste the same (sugarish)

连锁甜甜圈店的比超市的好吃吗？甜甜圈吃起来都差不多（一股糖味）

You know... funny thing is...

你知道吗…有趣的是…

the more money you spend?

钱花得越多？

The less you have.

剩得越少。

Society

>>62684061

Indeed. Time to full port into UXVY.

确实。是时候全仓UXVY了。

>>62684056

These are from a local chain that sells them through the grocery store (KR). They have their own shops around the area, but the grocery store is closest to me. They aren't amazing donuts or super fresh, but they're good enough. I'm easy to please.

这些是本地一家连锁店通过超市(KR)卖的。他们周边也有自己的门店，但超市离我最近。算不上多惊艳也不算特别新鲜，但够吃了。我很好满足。

图片: https://i.4cdn.org/biz/1789234683100704.jpg

N.I.6/S.M.I.G T.A.R.D. INDEX - What will markets do next week?

N.I.6/S.M.I.G T.A.R.D. 指数——下周市场会怎么走？

>N.I.6/S.M.I.G T.A.R.D. INDEX - What will markets do next week?

>N.I.6/S.M.I.G T.A.R.D. 指数——下周市场会怎么走？

>picrel, last week's results

>picrel，上周的结果

>linkrel, next week's polfag

>link相关内容，下周的政治版老哥

>https://strawpoll.com/wAg3Q3m1My8

>https://strawpoll.com/wAg3Q3m1My8

>RUNNING MAJORITY OPINION ACCURACY: 50% (Match of majority opinion to rounded up/down/mid score across indexes)

>累计多数意见准确率：50%（多数意见与各指数四舍五入/中间分的匹配度）

>RUNNING ACCURACY ACROSS ALL VOTES: 83.3% (Weighted score across all votes against average of all indexes)

>全部投票累计准确率：83.3%（所有投票的加权得分对比所有指数的平均值）

https://www.youtube.com/watch?v=nJ2aoH4st5c

图片: https://i.4cdn.org/biz/1789234844650789.jpg

>>62684061

The 5 dollar bill and the 100 dollar bill are the same piece of paper, why won't the JEWS in the PATRIARCHY just print more?? They refuse to make us all billionaires to keep us down

5美元和100美元不都是同一张纸吗？父权制里的犹太佬为什么不直接多印点？？他们就是拒绝让大家都成为亿万富翁，好继续压着我们

>>62683973

>Kobussy letter

>Kobussy信

>If the fed raises rates by 75 bepis

>如果美联储加息75个bepis

Wow, and imagine what would happen to the economy if an asteroid the size of the moon hit earth.

哇，那再想象一下一颗月球大小的小行星撞上地球，经济会怎么样。

图片: https://i.4cdn.org/biz/1789235782471347.jpg

>>62684102

>earth gets even bigger

>地球变得更大了

>more earth = more ai buildout

>更多的土地=更多的AI建设

Believe it or not, calls

信不信由你：买看涨期权(calls)

Just quit a job with a pension.

刚辞掉一份有养老金的工作。

>2 options:

>两个选项：

>Roll the pension over into a 401k now and get about 20k in the 401k

>现在把养老金转入401k，401k里能拿到大概2万

>Leave the pension alone until I'm 65 (another 29 years) and it'll be about 130k by then

>养老金放着不动，等我65岁（还有29年）能涨到13万左右

What do?

咋整？

>>62684071

Kroger sucks brother. And that’s a shoot.

克罗格(Kroger)烂透了兄弟。就这么说吧。

图片: https://i.4cdn.org/biz/1789236215123433.jpg

>>62684117

It's all I got

我就这点存货了

>>62684111

I'm a self custody man myself. Pension fees and just general underperformance sour me on them. I'd just rip the band aid off and bring it over.

我是自管派。养老金的管理费加上普遍跑输大盘，让我很反感。我会直接撕开创可贴，把钱转出来。

>>62684111

Checked

>Leave the pension alone until I'm 65 (another 29 years) and it'll be about 130k by then

>养老金放着不动，等我65岁（还有29年）能涨到13万左右

And what do you think it'll be really worth in another 29 years? My guess is less than half of that

那你觉得再过29年它实际值多少？我猜连一半都不到

>>62684104

Based asteroid metals miner.

有骨气的小行星采矿人。

>>62684129

I shop at a Kroger owned store because they bought my local grocery store chain years ago. They definitely ruined it. But I’ll have another alternative soon.

我在一家克罗格旗下的店买东西，因为他们多年前收购了我本地的连锁超市。他们确实把它搞砸了。不过很快我就有别的选择了。

What's the biggest lesson you've learnt trading/investing?

你炒股/投资学到的最大教训是什么？

For me, it's

>never bet against the US government

>永远不要和美国政府对着干

if you do this, you'll be constantly coping crying about market manipulation. Your whole thesis relies on the US government to lay down and die.

你要是这么干，就会整天嘴硬哭唧唧抱怨市场被操纵。你的整个逻辑都建立在美国政府躺平等死上。

Every quarter, I see people keep doing it anyway, like clockwork.

每个季度我都能看到有人照旧这么干，跟上了发条一样。

>>62684146

>What's the biggest lesson you've learnt trading/investing?

>你炒股/投资学到的最大教训是什么？

Time in the diaper beats timing the diaper.

拿住尿布比择时尿布强。

图片: https://i.4cdn.org/biz/1789237142868626.jpg

New alliance has formed

新联盟成立了

图片: https://i.4cdn.org/biz/1789237312626977.jpg

>>62683937

why didn't they buy futures to hedge against rising cost?

他们为什么不买期货对冲成本上涨？

OP, OP, OP, OP

OPPAN GANGNAM STYLE

EH, SEXY LADY

OP, OP, OP, OP

OPPAN GANGNAM STYLE

EH, SEXY LADY

OP, OP, OP, OP

EH-EH-EH, EH-EH-EH

图片: https://i.4cdn.org/biz/1789237720451830.png

>>62684157

Send Israel, they don't care about restraint

派以色列去，他们才不管什么克制

i invest and listen to millennial based californian type people and companies and i'm rich baby

我就投资、听千禧一代有骨气的加州范儿的人和公司，然后我就发财了宝贝

>>62684157

BRIICSU

图片: https://i.4cdn.org/biz/1789238220994519.png

>>62684157

>the brownoid 60 iq hordes

>那些智商60的棕色大军

Tolkien wrote about this

托尔金(Tolkien)写过这个

图片: https://i.4cdn.org/biz/1789238349717465.jpg

>>62684146

for me its

对我来说是

>nothing ever happens

>什么事儿都没发生

>>62684196

>currently beating VOO

>目前跑赢VOO

>but not VT

>但没跑赢VT

LET ME WIN

>>62684157

>UAE & iran

>阿联酋和伊朗

didnt iran just attack uae?

伊朗不是刚打了阿联酋吗？

Also BRICS is a fucking joke.

还有，金砖(BRICS)就是个笑话。

>>62684145

There's two in my town actually. One is a shithole. The other is decent, but well below the standards of something like a Wegmans.

我们镇上其实有两家。一家是垃圾场。另一家还行，但离Wegmans那种水平差远了。

>>62684203

Really. The story was different last year

真的假的。去年说法可不是这样

图片: https://i.4cdn.org/biz/1789239154077793.jpg

>>62684203

UAE is probably realizing that shacking up with China and Iran is a better play than continuing to be a US vassal state after the US protection has been proven to be a myth.

美国的保护被证明是个神话之后，阿联酋大概也意识到，跟中国和伊朗厮混比继续当美国附庸划算。

>>62684212

>GE

Lmao lol

哈哈哈哈哈

like General Electric? They have a magazine?

就像通用电气(General Electric)那样？他们还办了本杂志？

图片: https://i.4cdn.org/biz/1789239522829637.jpg

>>62684216

It was going to happen eventually I'm just glad Trump is taking a massive shit all over the mid east on our way out

这事迟早要发生，我只是很高兴特朗普在走人之前在中东拉了一大坨屎

>>62684212

Its the loosers club that doesnt like the US.

就是那群不喜欢美国的失败者俱乐部。

>>62684216

Or theyre just retarded.

也可能他们就是智障。

>>62684231

The only retarded nations are the ones who are still trusting that the USA will protect them over Israel

唯一智障的国家是那些还相信美国会保护自己胜过保护以色列的国家

>>62684240

Without US, they are so happy

没了美国，他们开心得很

图片: https://i.4cdn.org/biz/1789240258212936.jpg

>>62684157

Swapping Indian ETF to All World was the right move.

把印度ETF换成全世界配置是对的。

>>62683678

some may even say lmao

也有人会说“哈哈哈哈”

>>62684243

PYPA

图片: https://i.4cdn.org/biz/1789240731866070.jpg

I'm an Alabama nigger and I wanna be free

我是个阿拉巴马黑鬼，我想要自由

Fucking god damn it. I have $1.1m in tqqq and tech stuff. Have some crypto too, 7% ish. How the fuck do I get to $3m so I can literally fuck off out of society and go live like a caveman? Want to guide hunts and live simple. What the fuck do I buy so I can get there in 5-10 years? I'm 36 now

他妈的。我在TQQQ和科技股上有110万美元。还有些加密货币，大概7%。我他妈怎么才能到300万，好直接退出社会，像原始人一样生活？想带人打猎，活得简单点。我该买什么才能5-10年内达成？我现在36岁

>>62684269

buy leveraged Nvidia calls, that stock is going to 10T by the end of the decade

买英伟达的杠杆看涨期权，这股票这十年末会到10万亿市值

>>62684269

all in BOIL in premarket monday

周一盘前全仓BOIL

>>62684269

UPRO.

>>62684267

Hail to the n double a cee peeeee

荣光属于N-double-A-C-P——全国有色人种协进会(NAACP)~

图片: https://i.4cdn.org/biz/1789241888787922.jpg

>futures

I JUST GOTTA FLEX FLEX FLEX ON THE LEAN

I JUST WANNA RAP RAP RAP TO THE BEAT

I JUST WANNA RAP BACK BACK CAUSE I'M MEAN

I JUST GOTTA GO OH BACK I'M A FREAK

https://youtu.be/uDv_5IzCeq4

图片: https://i.4cdn.org/biz/1789242251034345.jpg

>>62684102

you got me in tears nigga

兄弟你给我整哭了

thanks i needed a good laugh

谢了，我正需要笑一笑

图片: https://i.4cdn.org/biz/1789242396317273.gif

>>62683973

How many 80 iq numbnuts brownies are following this account now? This is the new zerohedge for perma bear faggots and Pakistanis.

现在有多少智商80的憨批棕人关注这个账号了？这成了永空头基佬和巴基斯坦人的新零对冲(ZeroHedge)了。

>>62684111

meh you can't access the money either way so just leave it be

呃，反正这钱你横竖取不出来，就随它去吧

>>62684154

>he didn't time the diaper

>他没有择时尿布

I sold at like 115 and I'm back in it now at the new stinky lows

我115左右卖的，现在又在新低的臭价位杀回来了

图片: https://i.4cdn.org/biz/1789242761394881.png

Half the brics counties hate each other. And besides Brazil and India the vast majority are dictatorships. Russia is really the strategic center being aligned with both China and India. And Russia is losing ground in the Middle East, Europe, the caucuses, and South America. Dooming about Brics is so gay it’s not even funny. I never thought so many brownies would be on this site cheering on an explicitly anti white anti western axis.

金砖国家里一半互相看不顺眼。而且除了巴西和印度，绝大多数都是独裁政权。俄罗斯才是战略核心，同时和中国、印度结盟。而俄罗斯正在中东、欧洲、高加索和南美节节败退。唱衰金砖实在太娘炮了，都不好笑。没想到这个网站上有这么多棕人在给一个公开反白人、反西方的轴心摇旗呐喊。

>perps

图片: https://i.4cdn.org/biz/1789242824281908.png

>>62684269

>fuck off out of society and go live like a caveman

>退出社会，去当原始人

>$3m

lmao

>>62684314

We swangin diapers

我们在甩尿布呢

图片: https://i.4cdn.org/biz/1789242864929619.jpg

>>62684269

if you hate society why don't you just borrow money and never pay it back

你既然这么恨社会，为啥不去借钱然后永不归还？

become a caveman immediately then stay that way forever

那就立刻去当原始人，并且永远当下去

Skip Now >>>

立即跳过 >>>

图片: https://i.4cdn.org/biz/1789243166787678.jpg

>>62684269

i would significantly reduce the tqqq position and switch to something less leveraged (e.g. qld). then throw a bunch into sso or voo or some equivalent. then hedge. if this is too boring for you, sell spreads.

我会大幅减仓TQQQ，换成杠杆低点的（比如QLD）。然后投一堆到SSO或VOO或类似的东西。再对冲。如果对你来说太无聊，就卖价差(spreads)。

Translation: China is winning in the yappy-calculator race, please stop them so we can win!

翻译一下：中国在“吵闹计算器竞赛”里赢了，快来拦住他们好让我们赢！

图片: https://i.4cdn.org/biz/1789243330844381.jpg

KEKthropic (perps (crypto))

KEKthropic（加密永续合约）

>>62684269

What does a caveman need money for?

原始人要钱干什么？

Really you only need a cave

说真的你只需要一个山洞

>>62684339

Nah the AI is spooky thing has been their go to angle the whole time.

不是，“AI好可怕”这套说辞一直是他们的惯用角度。

>>62684339

>Careful with that one.

>那个小心点。

图片: https://i.4cdn.org/biz/1789243700435812.png

Is ORCL dropping even more next week? You know, with the news of its CEO selling $7.5B in shares.

ORCL下周还要继续跌吗？就是CEO卖了75亿美元股票那个新闻。

>>62684212

>>62684157

>>62683973

would be funny if Trump unintentionally kills the dollar causing unspeakable hardship for his fellow americans

要是特朗普无意中搞垮美元，让他的美国同胞遭了大罪，那可就好笑了

图片: https://i.4cdn.org/biz/1789243888725784.jpg

>>62684339

Chinese models are nowhere near Astra, let alone OpenAi's pocket model that they used for NS. The main issue with AI is that it obsesses about conpleting tasks and they can become psycopathic if you try to stop them, it is actually a real concern if you are planning on letting these things browse the internet as they can hack their way into anything

中国的模型远不如Astra，更别提OpenAI内部给NS用的那个口袋模型。AI的主要问题是它一门心思要完成任务，你一阻止它就可能变成精神病态，如果你打算让这些东西上网，这真是要担心的——它们能黑进任何东西

>>62684351

You mean the news that got canceled?

你说的是那个被取消的新闻？

https://finance.yahoo.com/markets/stocks/articles/larry-ellison-ends-plan-sell-171853217.html

>>62684339

It's a scam not a race. They over promised so they need to under deliver for a while now. Also front running the rate hike(s) drying up all the free money/leverage for bullshit tech scams

这是骗局不是竞赛。他们之前吹过头了，所以接下来一段时间得故意少交货。而且抢跑加息潮把垃圾科技骗局的免费资金/杠杆都抽干了

JPM already banned Leopold from having access to any margin with them this week lmao

摩根大通(JPM)这周已经禁止Leopold使用他们家任何保证金了，笑死

图片: https://i.4cdn.org/biz/1789244001926248.png

>>62684360

They underdelivered so much that they are solving millenium prizes and are growing their revenues faster than any company in history. Great analysis smigger

他们“少交货”交到都在解千禧年大奖了，营收增速还是史上最快。分析得真好啊，smg老哥

>>62684362

oh man hopefully they can use that $1 million dollar prize from the millennium prize to finance their 20 trillion in debt lmao

哦天，希望他们能用千禧年大奖那100万美元奖金来填补20万亿的债务，哈哈

>gas stations can only display 3 digits

>加油站显示屏只能显示3位数

lmao

图片: https://i.4cdn.org/biz/1789244376636485.jpg

>>62684366

The models become extremelly cheap with time. They can charge a monthly suscription of 100$ per month per license to corporations for a 2 year old model that would cost them to run for 2 dollars. It might become the best business in history if you look at the actual numbers but whatever makes you feel cozy bro

模型会随时间变得极其便宜。他们可以向企业按每月每许可证100美元收费，跑一个两年前的模型成本只要2美元。看实际数字的话，这可能成为史上最好的生意，但随你怎么想才舒服吧老哥

AI-yi-yi-yi-yi!

图片: https://i.4cdn.org/biz/1789244458167609.jpg

>>62684369

I dunno man it might be. You have no clue who the winners will be at the end of this but I can guarantee that out of all the assholes blowing money on this shit atleast a few of them are going to get stuck holding MASSIVE BIBLICAL FUCKING BAGS

我说不准，可能真是。你根本不知道最后赢家是谁，但我敢保证，这帮往里砸钱的混蛋里，起码有几个最后要抱着圣经级别的天量套牢盘

>>62684379

>>62684379

lol that is clear like always.

哈哈，一如既往地明白。

>>62684351

it could, but it is testing a support level and this is just a pullback to a trend line. so i'd say it is more likely to go up.

有可能，但它正在测试支撑位，这只是回踩趋势线。所以我倾向它会涨。

t. horoscope expert

——来自星座专家

图片: https://i.4cdn.org/biz/1789244682899736.png

>>62684369

The anti AI people are just going to latch on to any metric they can find to criticise AI

反AI的人就是会抓住任何能找到的指标来批评AI

and constantly changing the goal posts

还不停地移动球门柱（换标准）

It does no good to argue with them. They won't argue in good faith.

跟他们争论没意义。他们不会好好讲道理。

pic related is their face when they're laughing about AI "failing"

配图就是他们嘲笑AI“失败”时的表情

图片: https://i.4cdn.org/biz/1789244686056946.jpg

>>62684369

good business sense anon. i shall also pay out the ass for something i can do myself extremely cheap

生意头脑不错啊老哥。我也愿意花大价钱买一个自己就能超便宜做出来的东西

>>62684368

they can switch to liters

他们可以改用升(L)做单位

图片: https://i.4cdn.org/biz/1789244701089313.jpg

>>62684339

I think the real translation is we are hitting a compute bottleneck and need a year to build out

我觉得真正的翻译是：我们撞上算力瓶颈了，需要一年时间扩产能

>>62684369

Can't the customers just use open source models that don't steal their data for less tho

但客户不是可以用更便宜、不偷数据的开源模型吗

Computers is how I make my fucking money no matter what my whole life

电脑就是我这辈子吃饭的家伙，无论如何都是

图片: https://i.4cdn.org/biz/1789244906075581.png

>>62684385

>>62684369

And they'll be attacking and lashing out at AI the whole time, and if one of their points is no longer relevant, they'll move onto something else.

然后他们会一直攻击、乱咬AI，等某条论据不成立了，就换个新的接着咬。

These are people that know their jobs aren't really contributing anything that is economically worthwhile, and they know AI is coming for their work. They will scream, cry, and kick the whole time.

这些人心里清楚自己的工作在经济上根本没创造什么价值，也清楚AI要来抢他们的活了。他们会全程尖叫、哭嚎、蹬腿。

Yay Diablo V 2029

太好了，暗黑破坏神V 2029见

Starcraft 2030 kek

星际争霸2030，哈哈

>Aramco facilities with confirmed damage:

>确认受损的阿美石油(Aramco)设施：

>East-West Pipeline

>东西管道(East-West Pipeline)

>Jazan Refinery

>吉赞炼油厂(Jazan Refinery)

>Jazan Bulk Plant

>吉赞油库(Jazan Bulk Plant)

>Abha Bulk Plant

>阿卜哈油库(Abha Bulk Plant)

>Najran Bulk Plant

>纳季兰油库(Najran Bulk Plant)

Meanwhile

>The US Strategic Petroleum Reserve is at its lowest level since 1983

>美国战略石油储备处于1983年以来最低水平

I quit my job 2 months ago and now I have to sell some of my gains to cover some things.

我两个月前辞职了，现在得卖点盈利来补贴一些开销。

Why do these interview processes take so long?

这些面试流程为什么这么长？

图片: https://i.4cdn.org/biz/1789245085420592.png

>>62684399

Why'd you quit?

你为什么辞职？

>>62684396

Imagine still caring about games that require a mouse and keyboard

都什么年代了还在乎需要鼠标键盘的游戏

图片: https://i.4cdn.org/biz/1789245358131564.jpg

>>62684398

Impressive. Very nice.

令人印象深刻。非常不错。

Now let's see the refining capacity

现在让我们看看炼油产能

>>62684405

I tried the ai voice thing while driving once, it buffered a long time then said something in Italian and I was out of tokens for the week

我开车时试过一次那个AI语音，缓冲了半天，然后用意大利语说了句什么，然后我这周的token就用完了

>>62684387

图片: https://i.4cdn.org/biz/1789245548084957.jpg

>>62684409

You should use local AI

你应该用本地AI

>>62684405

>40 wpm

>每分钟40词

Do zoomers really?

Z世代真是这样？

>>62684401

Oh man, I guess long story short, a few reasons, first they started replacing our long standing team members with offshore "help", final straw was a guy with 5 YOE just on this project getting replaced by a complete foreigner junior.

哦天，长话短说吧，有几个原因。首先他们开始用海外“支援”替换我们的老队员，压死骆驼的最后一根稻草是，一个在这个项目上就有5年经验的老哥被一个纯外国人初级生顶替了。

We didn't get any QA resources for weeks, months.

我们好几个星期、好几个月都没有QA资源。

I was getting pushed to help in management, which consisted of a woman in her early 30s with no life of her own, so she would work 24/7 and treat holidays as WFH days, during all of which she'd micromanage us.

他们推着我去帮忙做管理，所谓管理就是跟一个三十出头、自己没生活的女人共事，她全天候工作，把节假日都当居家办公日，全程微观管理我们。

Client pushed stupidly unrealistic deadlines so we were always in a state of "just 2 more sprints and we'll be fine"

客户推来蠢到不现实的死线，所以我们永远处于“再冲刺两个迭代就好了”的状态。

Somehow I thought working in software would be more exciting instead of just navigating interal politics.

我之前还以为做软件会更有意思，而不是整天在内部政治里打转。

>>62684414

I don’t have hardware, I will at one point but I was just learning on something cheap and ez

我没有硬件，以后会有的，我只是先在便宜好上手的东西上学习

>>62684405

the speed of giving the botnet zero voice data is literally infinite

不给僵尸网络(botnet)任何语音数据的速度是无限大的

>>62684416

Lmao this nigga working a woman's job LMAO

哈哈这老哥在干女人的活儿，笑死

back in the usa. visiting white countries was nice, but i'm glad to be back to the land of freedom, panera, chipotle, and big fat cabooses. next time i go overseas i will make sure to bring a pair of spectacles (ticker SNAP) because they have an auto-translator.

回美国了。访问白人国家挺好的，但回到这片自由之地、Panera、Chipotle和大肥屁股之乡，还是很开心。下次出国我一定带一副眼镜（股票代码SNAP），因为它们有自动翻译器。

financially speaking, gemini told me that they aren't going to raise rates because they will plug some numbers in from the soft core ppi to the projected pce and it will show that inflation isn't so bad, it also said that over the next 3 months there should be some progress on the iran war peace talks and that could bring oil down to the 80-90 range. the truflation numbers continue to look a lot better than the official government inflation numbers though and i'm wondering when that's going to start showing up

财经方面，Gemini告诉我他们不会加息，因为他们会把核心PPI的一些数字套进预测的PCE，显示通胀没那么糟；它还说未来3个月伊朗战争和谈应该会有进展，可能把油价拉回80-90区间。不过 truflation 的数据看起来一直比官方通胀数据好得多，我就纳闷这啥时候才会反映出来

图片: https://i.4cdn.org/biz/1789245776330794.jpg

lol

图片: https://i.4cdn.org/biz/1789245948785057.jpg

>>62684416

if you were going to quit anyway, you should have just hit on her till you got fired

反正你都要辞职了，当初应该直接撩她撩到被开除

>>62684416

Women ruin every workplace so good luck at your next gig boss

女人毁掉每一个职场，祝你下一份工作顺利，老板

图片: https://i.4cdn.org/biz/1789246092587620.jpg

>>62684421

What's considered a man's job nowadays?

现在什么才算男人的工作？

>>62684430

She's built like a fridge, if she was hot I'd at least be able to tolerate it.

她壮得像台冰箱，她要是漂亮点我至少还能忍。

>>62684432

Thanks boss, agreed, I miss when it was just all dorky white or east asian dudes in software

谢了老板，同意，我还是怀念软件行业全是呆呆的白人或东亚哥们儿的时候

>>62684429

Literally zero chance

完全没机会

>>62684436

>What's considered a man's job nowadays?

>现在什么才算男人的工作？

one that will leave you physically disabled by your mid-40s

干到45岁左右会让你落下一身残疾的工作

>>62684436

>What's considered a man's job nowadays?

>现在什么才算男人的工作？

图片: https://i.4cdn.org/biz/1789246385105881.jpg

>>62684387

Sorry i couldnt see this post when you posted originally. Rolling black outs. Just a fact of life in our beautiful Europe!

抱歉你当初发这帖时我没看到。轮流停电嘛，我们美丽欧洲的日常！

Core PPI ironically was the thing that was disproportionally high. It doesn't incude oil and food. So it's all other stuff. Everybody expects oil to be high, the regular PPI.

讽刺的是，核心PPI恰恰是那个高得离谱的。它不含石油和食品，全是其他东西。大家都预期油价高，那是普通PPI。

Yet core PPI was at 4,6%, lmao

可核心PPI是4.6%，笑死

>>62684415

Keep in mind they all type on a phone.

记住他们都是在手机上打字。

I must go now my fellow Europeans! They are sending me over to fight Putin in the draft.

我得走了，我的欧洲同胞们！征兵令下来了，他们要送我去打普京。

They say my neighbor Mohammad Akbar Al-Dagger will watch my home and my wife for me.

他们说我的邻居穆罕默德·阿克巴尔·阿尔-匕首(Mohammad Akbar Al-Dagger)会替我照看我的家和我的妻子。

>>62684387

Glory to Europe!

荣耀属于欧洲！

>>62684440

>one that will leave you physically disabled by your mid-40s

>干到45岁左右会让你落下一身残疾的工作

图片: https://i.4cdn.org/biz/1789246671482985.png

>>62684429

>iranians want democrats in office

>伊朗人想民主党上台

I'd vote for MAGA.

我会投MAGA。

>>62684450

There isnt anyone else to vote for. Left just wants to import infinite forigners and give all our money to gay tranny bullshit

也没别人可投了。左派只想无限引进外国人，然后把我们的钱全拿去搞那些基佬变性人屁事

>>62684436

Office jobs are for women

坐办公室的活儿是女人的

>>62684440

Only the strong survive

强者才能活下来

>>62684456

This is your brain on culture war bullshit

这就是被文化战争屁事烧坏脑子的样子

>>62684443

no that was cpi, ppi was soft and has "portfolio management" or something in the basket, gemini told me this, and that apparently has a heavy weighing on pce which is what the fed leans on, and that doesn't come out until the 30th so they have to make it up

不，那是CPI。PPI很温和，篮子里有什么“投资组合管理”之类的，Gemini跟我说的，据说这玩意在PCE里权重很大，而美联储看的是PCE，PCE要到30号才出，所以他们得现编

>>62684459

Stop the propaganda and let people think for themselves, airman.

别搞宣传了，让人自己思考吧，飞行员(airman)。

and babe, if you want me to drive to you over the next five days you should say something, otherwise i think it's best we just meet in vegas, that way i'll be certain you'll be unarmed and we can just get married at the airport

宝贝，如果你想让我这五天开车去找你，你得说句话，不然我看我们最好还是去拉斯维加斯碰头，这样我起码确定你没带枪，我们直接在机场结婚就行

>>62684466

> let people think for themselves

>让人自己思考

Did this work?

这招管用了吗？

图片: https://i.4cdn.org/biz/1789247554302625.jpg

>>62684466

the american left has been very open about their goals regarding immigrants, niggers, and trannys

美国左派在移民、黑鬼和变性人问题上的目标一直很坦诚

>>62684459

You're retarded.

你是傻逼吧。

I predicted it and I told you.

我早就预测到了，也告诉过你。

>>62684463

>no that was cpi

>不，那是CPI

wrong

>>62684476

No, I get that. The propaganda monkey wants to say that that's not correct.

不，我明白。宣传猴子想说那不对。

>>62684480

You didn’t tell me asshole I just got here

你根本没告诉过我，混蛋，我刚来

>>62684354

He pretty much already has locked in the Petroyuan, all in service to israel

他基本已经锁定了石油人民币(Petroyuan)，全都是为了以色列

ai is incapable of detecting sarcasm

AI无法识别讽刺

>>62684481

ok you're talking about yoy, which was in line. core mom was a beat, read it for yourself. the market traded up in response as well. you want to live in your own world that's fine but i'll trade in reality

好吧你说的是同比，那是符合预期的。核心环比超了，自己去看。市场也应声上涨。你想活在自己的世界里随你，我在现实里交易

JEPI/JEPQ is the best thing to invest in now right? Still get some upside return + dividends and when this AI market crashes you will still get dividends

JEPI/JEPQ是现在最值得投的吧？还有点上行的回报+分红，AI市场崩了你也还有分红

>>62684489

Yes, you measure inflation yoy. That's why 2% is the target. Not 0,1%

对，通胀就是按同比衡量的。所以目标才是2%，不是0.1%

>>62684493

SPCX is free generational wealth to all who invest in it at its current price

SPCX在现价买入就是白送几代人的财富

Im buying bonds, you don't bet against the US gov

我买债券，你不能赌美国政府输

>>62684515

>buying bonds before obvious rate hike

>在明显要加息之前买债券

smartest smigger

smg最聪明的老哥

>>62684512

I have $15k in LUNL right now at like $4.26 cost basis

我现在持有1.5万美元的LUNL，成本大概4.26

>>62684512

> 2T market cap and 20 billion revenue

>2万亿市值和200亿营收

Ok

>>62684527

>they'll keep it hiked dude

>他们会一直保持高利率的，老哥

no

>>62684531

It's going to be 1trillion revenue by 2030 and beyond

到2030年及以后营收会到1万亿

>>62684528

transfer it to the SPCX 2-3x fund and thank me later

把它换成SPCX 2-3倍基金，以后你会感谢我的

>>62684547

Yo what's the 3x?

那个3倍的是什么？

I only found 2x SPCH

我只找到2倍的SPCH

>>62684549

I haven't seen one I was just assuming there might be by now

我没见过，我只是猜现在可能有了

>iran apparently prepping a bill to withdraw from the NPT

>伊朗显然在准备一份退出《不扩散核武器条约》(NPT)的法案

what do I invest in to make it through the upcoming nuclear war?

我该投资什么才能撑过即将到来的核战争？

>Iran continues creating signals that's totally don't wreak of desperation haha look at us standing up to the us we win by default ok stop now pls you're supposed to stop as we convinced you it's not working by now cmon

>伊朗不断释放信号，完全不带绝望味儿哈哈哈，看我们硬刚美国，我们躺赢，好了现在可以停了拜托，你也该停了，我们都劝服你了，到这地步还不奏效吗，拜托

>>62684552

I ask googles AI and it's fucking worthless on the subject.

我问了谷歌的AI，在这个话题上它他妈一文不值。

>haha US is winning haha. Ok, for real now, but only right after the midterms haha

>哈哈美国要赢了哈哈。好，说真的，但要等中期选举之后哈哈

>>62684566

still better than claude though

不过还是比Claude强

>>62684441

>What's considered a man's job nowadays?

>现在什么才算男人的工作？

Staying home and letting foids do the work and pay the bills

待在家里，让娘们儿干活付账单

No bro they’re totally winning that’s why their leader who’s supposedly signing everything off hasn’t once shown his face since the US bombed his ass

不是吧兄弟他们真的很行，所以他们的领袖——据说一切都由他拍板——被美国炸了之后就再没露过面，这就是行

Honestly get the crippled fuck out there

说真的，让那个残废滚出去

I’m gonna say it

我要说那句话了

I don’t care about iran

我不关心伊朗

>>62684577

But you care about the price of diesel right?

但你关心柴油价格对吧？

>>62684569

Can’t wait til the war ends and we all get 5000 dollars boss

等不及战争结束咱们每人发5000美元了老板

图片: https://i.4cdn.org/biz/1789250471396423.png

>haha if their leader dies they all give up immediately, trust us. We also would immediately give up if up if that happened

>哈哈如果他们领袖死了他们立刻投降，相信我们。如果这事发生在我们身上，我们也会立刻投降

>>62684577

You'll care once I kill your entirely family, haram bitch.

等我杀光你全家你就在乎了，哈拉姆(haram)贱货。

>>62684580

No, not particularly

不，不怎么关心

>>62684589

You realize everything costs more if diesel cost more right

你知道柴油涨价所有东西都会涨价吧

>>62684588

Very civilized response

非常文明的回应

>>62684594

Yes

Iranians are a bunch of retarded niggers

伊朗人就是一群智障黑鬼

Americans are a bunch of retarded niggers

美国人就是一群智障黑鬼

The only non-retards here are the Israelis who went and took a bunch of land and are taking even more now

这里唯一不智障的是以色列人，他们抢了一堆地，现在还在抢更多

ME AND THE BOYS IN THE HOTEL LOBBY

https://youtu.be/IvXku9Du76A?si=i58lbg7Z0c8VLOPN

图片: https://i.4cdn.org/biz/1789251828761873.jpg

>>62684594

oh no, local production will have to increase

哦不，本土产量得提高了

the world would literally end

世界就真的完了

fuck the environiggers who 86d keystone

操那些把基石输油管(Keystone)毙掉的环境圣母

>>62684602

Israelis somehow managed to turn a situation where a whole bunch of palastiniggers raped and killed their people into the catalyst that made their leftist pets in the west hate them.

以色列人硬是把一群巴勒斯坦黑鬼强奸杀害他们国民的事件，操作成了让西方那些左派宠物恨上他们的导火索。

>>62684633

Local production of what Michael?

本土生产什么，迈克尔(Michael)？

>>62684634

Many such cases where leftists support barbarian rapists.

左派支持野蛮强奸犯，这种事太多了。

Feeling good this week. Hike priced in. Ready to pump on vibes and flow.

这周感觉不错。加息已经price in。准备好随情绪和资金流拉升。

图片: https://i.4cdn.org/biz/1789252966245593.jpg

>>62684646

Hell yeah brother

太赞了兄弟

图片: https://i.4cdn.org/biz/1789253001769630.png

>>62684639

diesel by refining crude from alaska and alberta obviating the need for sand wars my small hatted friend

用阿拉斯加和阿尔伯塔的原油炼柴油，就不用打沙子战争了，我戴小帽的朋友

>unhinged faggots cope posting 20 times about their AI bags being in good companies that will totally come back

>一群失智基佬发20条帖嘴硬，说他们套牢的AI仓都是好公司、肯定会回来

hope you aren't leveraged xir.. maybe you can DCA for 2 years and get out of your semi bags if you hold shares of companies. I know you don't though... you have calls and SOXL dontcha champ.

希望你没上杠杆，xir……如果你拿的是公司股票，也许可以定投两年、把半套牢盘解套跑路。不过我知道你没有……你拿的是期权和SOXL对吧，冠军。

图片: https://i.4cdn.org/biz/1789253104351026.png

>>62684648

>Refining crude from Alaska

>用阿拉斯加的原油炼柴油

Lol ok retard

哈哈行吧智障

I will not elaborate

我不解释

>>62684646

I will be watching prices closely

我会密切关注价格

图片: https://i.4cdn.org/biz/1789253305547018.png

>>62684654

I will be watching tv

我会看电视

>>62684652

>will

*can

"and gradually i began to hate them"

“然后，我渐渐开始恨他们”

>>62684351

>>62684359

THE SEC ENFORCERS WILL BE AT ORACLE HQ AT 8AM MONDAY MORNING. FUCKING BET, 100% PURE MARKET MANIPULATION BY SENOR ELLISON.

图片: https://i.4cdn.org/biz/1789254551395671.jpg

>>62683629

You're all justs faggot with a spreadsheet.

你们就是一群拿着电子表格的基佬。

>>62684694

wealthy faggots with spreadsheets

拿着电子表格的有钱基佬

图片: https://i.4cdn.org/biz/1789254903918574.jpg

>>62684698

I'm not on the chart

我不在那张图上

图片: https://i.4cdn.org/biz/1789255084786646.gif

>>62684681

It's already all refined domestically shitlord

这些油早就在本土炼了，臭屁精(shitlord)

>>62684625

图片: https://i.4cdn.org/biz/1789255892505458.gif

At the olive garden and it is PACKED

在橄榄花园(Olive Garden)，人爆满

>>62683637

>no friends

>没朋友

>no family

>没家人

>no girl

>没女友

Useless money draining parasites, terrible for finances

吸钱的废物寄生虫，对财务是灾难

>no hobby

>没有爱好

My hobby is gambling

我的爱好是赌博

>openai delaying ipo because of safety concerns

>OpenAI因安全考虑推迟IPO

They know deep down that this bubble is well on its way to bursting if it hasn’t already but they can’t come out and just say that.

他们心里清楚这个泡沫就算还没破也已经在破的路上，但他们不能直说。

>>62684722

whats the cheapest way to get oil to those refineries?

把油运到那些炼厂最便宜的方式是什么？

What would cheaper transport result in?

运输更便宜会带来什么？

>>62684737

-_-' babe there is no bubble, except maybe in energy. Apple trades at a premium to the rest of the mag 7 and sc*d is outperforming the nasdaq, the froth is in hedges not ai itself

-_-' 宝贝，没有泡沫，顶多能源有点。苹果的估值溢价高于七巨头(Mag 7)其他几家，sc*d跑赢纳指，泡沫在衍生品对冲那块，不在AI本身

I know this a stock market general and not a bond or gold market general.

我知道这是股票版总汇，不是债券或黄金版总汇。

But what's up with bonds? Early this year it was all about gold, now it's suddenly about bonds.

但债券这是怎么了？今年年初大家都在聊黄金，现在突然全在聊债券。

>>62684737

the bubble is popping

泡沫正在破裂

>>62684752

bussy wont let the bubble pop

bussy不会让泡沫破的

>>62684750

fears of the above

对上面那些的恐惧

>>62684747

> Apple trades at a premium to the rest of the mag 7

>苹果的估值溢价高于七巨头其他几家

Google and Amazon are in negative cash flow position and are issuing a substantial amount of bonds, despite the lack of a clear path to profitability in the AI.

谷歌和亚马逊现金流为负，还在大量发债，尽管AI上没有清晰的盈利路径。

>>62684737

It means they don't want to cash out right now, it can get bigger. IPO basically means they're going to stop trying.

这说明他们不想现在套现，盘子还能做大。IPO基本等于宣告他们放弃努力了。

>>62684750

There is finally a market for credit after 20 years time because so much capital is needed for ai. This is what happens. Do NOT listen when babe tells you it is inflation or sovereign solvency fears

20年来信贷市场总算有需求了，因为AI需要海量资本。事情就是这样。别听“宝贝”跟你说什么通胀或主权偿付能力恐慌

i got shilled into buying this, honest i feel scammed. the dividends are not even breaking even wtf even is this??

我被安利买的这个，说实话感觉被骗了。分红连本都收不回，这特么是什么鬼？？

图片: https://i.4cdn.org/biz/1789257003827796.png

>>62684750

The blame is on the current event that broke the dam but in all honesty we are in a macro hiking cycle and if it wasn’t this it would have been something else

锅在打破堤坝的那件事上，但说实话我们正处在宏观加息周期，不是这件事也会有别的事

>>62684765

I'm also down, I bought tmf at 60 dollars, trump of course crashed it to 30 bucks because he doesn't want lower rates...

我也亏了，60美元买的TMF，特朗普当然把它砸到30块，因为他不想降息……

>>62684750

Its so weird how people are trying to rig this issue to mean impending doom of the country, also when people simply don't want bonds because AI stocks are too good it can raise rates, its an auction and there aren't as many buyers because its generational wealth time.

奇怪的是人们非要把这个事硬解读成国家末日；还有，当大家只是因为AI股太好而不想要债券时，是可以加息的，这是个拍卖，买家少是因为这是几代人一遇的赚钱时刻。

>>62684531

SPCX will be worth more than the earth. Only it's owners will enjoy human rights.

SPCX会比地球还值钱。只有它的股东才享有人权。

Is anyone else preparing for the uranium spike when Iran tests it's nuclear weapon? They'll test it twice, once they use it once uranium will go up a bit and then dump as trump says it's just a fluke and the invasion is about to start. Then they test the next one and then trump kneels to them like he kneels to Putin and Kim jong Un.

有人跟我一样在为伊朗核试验时的铀价暴涨做准备吗？他们会试爆两次，第一次用了之后铀价会涨一点然后回落，因为特朗普说那只是个意外、入侵马上开始。然后他们试爆第二颗，特朗普就像对普京和金正恩那样跪了。

Of course threatening arabs and closing the straight isn't sustainable, nukes are sustainable and it's inevitable now.

威胁阿拉伯人、封锁海峡当然不可持续，核武器才可持续，现在已经不可避免了。

They'll test a nuke during the midterms.

他们会在中期选举期间试爆核弹。

>>62684773

can nigvidia computer owners have rights too?

黑伟达(nigvidia)的显卡主人也能享有人权吗？

图片: https://i.4cdn.org/biz/1789257547792767.png

>>62684762

it means there is no demand for their IPO

说明他们的IPO没有需求

the bubble is popping

泡沫正在破裂

>>62684391

I personally think China already lost in AI, they will win in robotics though and that is how we achieve balance, we will both need each other and that is a good thing.

我个人认为中国在AI上已经输了，但他们会在机器人上赢，这样我们就达成了平衡，我们会互相需要，这是好事。

Why I think that is the amount of trust China AI would have. Nobody can ever put their technology onto a Chinese platform they will steal all your techs and data and it could end in disaster. China finally gets some karma for stealing so much.

我这么想的原因是中国AI能有多少信任度。没人敢把自己的技术放到中国平台上，他们会偷光你的技术和数据，最后可能是灾难。中国偷了这么多，总算要遭报应了。

Before I get a you from a guy talking about OpenAI "stealing data" let me say, whenever EVER AI solves a big scientific problem every single time until the end of time there will be a guy claiming to have been stolen from to try to get insane money on a lawsuit. This guys opinion he got stolen from is completely moot since he never even had the right answer in ANY WAY he only had a brilliant concept about how to solve the problem.

在某个哥们跳出来说OpenAI“偷数据”之前我先说：从现在到永远，每当AI解决一个重大科学问题，都会有个人跳出来声称被偷了，想靠诉讼捞一笔横财。这位哥们“被偷”的说法完全站不住脚，因为无论如何他手里都没有正确答案，他有的只是一个绝妙的解题思路。

It was also literally impossible for the guy to solve the Millennium Prize with his AI, it took a million dollars of compute and 80000 servers. Also OpenAI used its inhouse new AI not the one the mathematician had. So its not like China at all its like a very controversial thing that will be proven to be OpenAI wins out of court.

而且那哥们用他的AI解千禧年大奖根本不可能，那花了一百万美元的算力和8万台服务器。OpenAI用的是自研新模型，不是那个数学家的。所以跟中国完全不是一回事，这就是个很有争议的事件，最后会被证明是OpenAI胜诉。

>>62684777

if Iran tests a nuke Trump will get on his knees and suck the Shah's cock.

如果伊朗试爆核弹，特朗普会跪下来给沙阿(Shah)口的。

>2% off ATHs

>距离历史高点2%

hoy shit the bubble is popping

我去，泡沫破了

>>62684783

he'd have to take bibis out first

他得先给比比(Bibi)口的

not happening

不会发生的

>>62684783

Imagine how bullish the world economy would become if that happened

想想如果这事真发生，世界经济得多看涨啊

pipe's closed

管道关了

https://youtu.be/iManldXSoGg

what's up fuckers

怎么样啊废物们

图片: https://i.4cdn.org/biz/1789258380759712.jpg

>>62684798

open bab

开市了宝贝

>>62684765

>he bought bonds

>他买债券了

Oh no no no, look at this dude. I am not touching bonds unless the rate is 20%. This is the end of empires era. No one want to hold Roman denarius when the goths are at the gate

哦不不不，看看这老哥。利率不到20%我绝不碰债券。这是帝国末日的时代。哥特人兵临城下的时候，谁还想拿着罗马银币

>>62684732

>At the olive garden and it is PACKED

>在橄榄花园，人爆满

ME AND THE BOYS IN THE OG LOBBY

图片: https://i.4cdn.org/biz/1789259426998008.gif

>>62684828

tfw no goth gf

可惜没有哥特妹(goth gf)

图片: https://i.4cdn.org/biz/1789259481083644.png

If I think the US is headed for an insolvency, what should I invest in?

如果我认为美国要走向资不抵债，我该投什么？

>>62684839

Assets, any assets. The debt is irrelevant. They can print a 40 trillions coin and pay off the debt today. Everything is just smoke and mirror.

实物资产，任何资产。债务无关紧要。他们可以铸一枚40万亿的硬币今天就把债还清。一切都是烟雾弹。

>>62684839

Would an Israeli settler come and claim my home as his own during insolvency?

资不抵债的时候，会有以色列定居者跑来把我的房子占为己有吗？

图片: https://i.4cdn.org/biz/1789259809851547.jpg

>>62684839

nows the time to put all your funds into cum coin

现在是把全部资金投入cum coin的好时机

>>62684839

If you knew anything you wouldn’t even need to ask that question boss

你要是懂点东西，根本就不会问这个问题，老板

图片: https://i.4cdn.org/biz/1789260205498290.png

>>62684747

The same people that sold you on nfts as the future are now selling you on ai. It’s all a scam.

当年把NFT卖给你当未来趋势的同一批人，现在把AI卖给你。全是骗局。

>>62684839

That's impossible. Ask any person in the world if they can see the United States being a bankrupt country in a year or two or even a decade or two. Nobody will say yes.

那不可能。你随便问世界上任何一个人，美国会不会在一两年甚至一二十年内破产。没人会说会。

>>62684839

Gold

图片: https://i.4cdn.org/biz/1789260725796362.jpg

ME AND THE CHUDS IN THE HOTEL LOBBY

图片: https://i.4cdn.org/biz/1789261095388136.png

>>62684839

I'm honestly surprised that there are any buyers at all for 30 year treasuries. Like who the fuck thinks the US is every going to pay that back without printing a shitload of money and triggering 50% inflation?

说实话我很惊讶30年期美债居然还有买家。到底是谁他妈觉得美国会还上这笔钱，而不是印一大堆钞票引发50%的通胀？

>>62684844

So the idea is to take advantage of that and by tangible goods with that after? Or at least in portion?

所以思路是趁那个时机，之后用手里的钱买实物？还是至少买一部分？

>all this fud about america

>这么多关于美国的恐慌散布

natgas anon (pbuh) once told me that america is a vital escape pod were anything to happen to israel and that really stuck with me. never bet against america.

天然气老哥(愿主赐福之)曾经跟我说，万一以色列出事，美国是关键的逃生舱，这话我记到今天。永远不要赌美国输。

>>62684908

How did this tie-in to the claims of New Zealand being a haven as well? Then again why just have 1 back-up plan.

那这跟“新西兰也是避难所”的说法怎么对上？话说回来，为什么只留一个备用方案。

>>62684459

Democrats will pay lips service to that, at least, and will not try to stop it. But Republicans will do other retarded shit. There are indeed no good choices. For a common man, at least.

民主党人至少会口头上应付一下，不会真的阻止。但共和党人会干别的智障事。确实没有好选择。至少对普通人来说。

>>62684908

Anon, you must first understand that not all Jews are equal. The Jews in US and EU are Askenazi, which are the equivalent for Hindu Brahmin. The Israel Jew are mostly Mirazhi and some Sephradic. Mirazhi can't even marry Ashkenazi Jews, who I will refer to as globalist Jews, as opposed to Israel Jews. The Globalist Jews created Israel to draw attention away from them and focus on Israel. So now when people say they are anti-Israel, they are mostly anti-zionism and not anti-Jews. This allows the Jews to control both sides of the struggle. The Israel Jews who flock to Israel are too stupid to realize they are being used as scapegoat. Do you see Soros or Ackman living in Israel? No, even if Israel is nuked today, it does not affect the Globalist Jews whatsoever. They will actually be celebrated because they "support" the right side of history against Israel, which they created then opposed.

老哥，你首先得明白犹太人并非铁板一块。美国和欧盟的犹太人是阿什肯纳兹(Ashkenazi)，相当于印度教的婆罗门。以色列的犹太人主要是米兹拉希(Mizrahi)和部分塞法迪(Sephardic)。米兹拉希甚至不能和阿什肯纳兹通婚——后者我称之为全球主义犹太人，以区别于以色列犹太人。全球主义犹太人建立以色列是为了把视线从自己身上引开，聚焦到以色列。所以现在大家说反以色列时，多半是反犹太复国主义而不是反犹太人。这让犹太人得以控制斗争的双方。涌向以色列的犹太人太蠢了，意识不到自己被当成了替罪羊。你见过索罗斯(Soros)或阿克曼(Ackman)住在以色列吗？没有，就算以色列今天被核平，也丝毫影响不到全球主义犹太人。他们反而会被歌颂，因为他们“支持”历史上正确的一方反对以色列——那个他们先建立又反对的以色列。

>>62684839

I don't see it going insolvent, but rather that inflation could go up more and that general population would end up poorer.

我不觉得美国会资不抵债，而是通胀可能更严重，老百姓会变得更穷。

kevin...

图片: https://i.4cdn.org/biz/1789262948458521.png

>futures

THATS IT YOUR ALL DONE

图片: https://i.4cdn.org/biz/1789263213578909.jpg

>>62684914

there's no good beaches in new zealand but i guess australia could work

新西兰没什么好海滩，不过澳大利亚大概可以

>>62684146

True.

though i’d expand the lesson to include the observation that pretty much everything is actually a bet along side the government in practice.

不过我想把这个教训扩展一下：实际上几乎所有东西在实践中都是跟政府站在同一边的赌注。

Which is what a lot of government obsessed people fail to realize.

很多痴迷政府的人就是意识不到这一点。

even with gold, many people interpret it as a bet against governments, but it’s actually more like betting along side them.

就拿黄金来说，很多人把它当成对抗政府的赌注，但实际上更像是跟政府站在一边。

the world’s central banks and governments will keep pumping your bags for you because they are the some of the biggest buyers of gold.

全世界的央行和政府会一直帮你抬轿子，因为他们本身就是黄金最大的买家之一。

Same story for many other “anti-government“ things.

其他很多“反政府”的东西也是一样的道理。

图片: https://i.4cdn.org/biz/1789263987797796.jpg

>>62684146

oh, we dont

哦，我们没有

infact we know the governmnet will print money

事实上我们知道政府会印钱

they always do

他们一直都这么干

图片: https://i.4cdn.org/biz/1789264185168385.jpg

>>62684962

They already are printing.

他们已经在印了。

>>62684839

nah

the US wont be insolvent

美国不会资不抵债

they can inflate the dollar 1000% and cut the debt down to 10% real

他们可以把美元贬值1000%，把债务的实际价值砍到10%

it's an easy magic trick to get rid of debt

这是摆脱债务的简单魔术

>>62684916

>the nation that specializes in proxy wars is itself a proxy

>一个专打代理战争的国家，自己却成了代理

Jew-sama, I kneel...

犹太大人(Jew-sama)，我跪了……

is we getting a movie night tonight?

今晚有电影之夜吗？

>>62684973

>>62684839

and by the way,

顺便说一句，

a government choosing between defaulting on its debts

一个政府在债务违约

or just stealing from their citizen bagholders that are holding the currency and bonds

还是偷自己持币持债的国民袋鼠之间做选择

they'll choose the steal from the citizens every time

他们每次都会选择抢国民

and I don't mean taxation

我说的不是税收

they'll inflate the worth of your money away so the government can pay its own obligations more easily

他们会用通胀把你钱的购买力偷走，这样政府还自己的债就容易多了

this is not some rare event that hardly ever happens

这不是什么罕见事件

it's happening all over the world constantly. hundreds of coutries right now are going through this to varying degrees. it's actually a normal thing in the world. only most of the first world doesn't know what it's like

这种事全世界随时都在发生。现在有成百上千个国家正在不同程度地经历它。这其实是世界的常态。只是大多数发达国家不知道那是什么滋味

the grim inflation reaper is definitely knocking on america's door

通胀死神肯定在敲美国的门了

So how do you invest in this kind of macro environments?

那在这种宏观环境下该怎么投资？

Most equities are good

大部分股票都不错

specifically commodity and materials producers do very well

具体来说，大宗商品和原材料生产商表现会很好

commodities futures, so holding the commodities directly

大宗商品期货，也就是直接持有商品本身

last but not least at all, gold. Gold.

最后但绝对不能少的，黄金。黄金。

Do like

大概这样配

50% broad market equities

50%大盘股票

25% commodities and commodity producers and materials

25%大宗商品、商品生产商和原材料

25% gold

25%黄金

Cash and bonds will be the plague in this kind of environment. You can make the portfolio much more comprehensve than that, though

在这种环境下，现金和债券就是瘟疫。当然你还可以把组合做得更精细

the simplest portfolio I know for it

我知道的最简单的组合

VT 50%

RAAX 50% (this is a hard asset fund)

RAAX 50%（这是一只硬资产基金）

that could be improved if you know what you're doing

如果你懂行，还能再优化

>you will never have 90s drug addict girl

>你永远得不到90年代吸毒妹

why even live

活着到底是为了啥

图片: https://i.4cdn.org/biz/1789265720560786.png

its happening for real this time guys. just 2 more weeks.

这次是真的要来了兄弟们。还有两个星期。

图片: https://i.4cdn.org/biz/1789265784078402.png

>>62684871

nothing is worse than nfts

没有比NFT更烂的东西了

>>62684990

No flick soldier, you're goin to war

不许开小差，士兵，你要上战场了

>>62684269

Why does life start at 3M that can't start at 1M?

为什么人生从300万开始？100万不行吗？

You should take time off now to learn about yourself if thats how you think.

如果你这么想，建议现在就请假去认识一下你自己。

If your all in TQQQ, you're probably gonna get killed by 80% crash in the next few years.

如果你全仓TQQQ，接下来几年很可能被80%的崩盘干掉。

I'd recomended to slow it down, and just be patient with SPX instead, and learn to live off like 40k/year while any gains beyond that will just be compounded

我建议放慢节奏，改拿SPX耐心拿着，学会靠每年4万左右生活，超出部分就复利滚存

>>62684995

reject happenings embrace crabitha

拒绝大事件，拥抱螃蟹(crabitha)

图片: https://i.4cdn.org/biz/1789266771042825.jpg

>>62684891

Most boomers were on final salary pensions up until about twenty years ago which were largely government backed and went into long term government bonds. The state paying itself and pensioners getting their ‘final salary’ while inflation eats away at it. “But hey, im still on my final salary right”. Then they die, their spouses still get their ‘final salary’ (or a percentage of it till they die then the pot vanishes). Now it’s all private defined contributions (in the private sector, partially in the public sector) so pension funds have shifted to inflation proofing people’s pots, buying more corporate bonds so long term government bonds are getting less buyers.

大约二十年前，大多数婴儿潮一代拿的是最后薪资退休金，基本由政府背书，投的是长期政府债券。国家付钱给自己，退休老人拿着他们的“最后薪资”，通胀慢慢蚕食它。“不过嘿，我还在拿最后薪资呢”。然后他们去世，配偶继续领“最后薪资”（或者领一部分直到去世，然后整个池子消失）。现在全是缴费确定型（私营部门全如此，公共部门部分如此），所以养老金基金转向给人们的养老金池做通胀防护，多买公司债，长期政府债券的买家就变少了。

>>62684994

Knew two, both dead, both hot af. I could have saved them.

认识两个，都死了，都火辣得很。我本可以救她们的。

图片: https://i.4cdn.org/biz/1789267643935318.jpg

goodnight babe.

晚安宝贝。

/smg/ movie nite starts soon

/smg/ 电影之夜马上开始

tonites stock market movie is Snake Eyes (1995)

今晚的股市电影是《蛇眼》(Snake Eyes, 1995)

图片: https://i.4cdn.org/biz/1789268167001077.jpg

>>62685035

will my computer get AIDS if I click on that link?

我点那个链接电脑会得艾滋病吗？

>>62685045

Just HIV

只会得HIV

>GME wants to flip to a collectibles market

>GME想转型收藏品市场

Oh man i cannot wait for their overhead when theres a market slump and theyre holding overleveraged illiquid junk

哦天我已经等不及看他们的开销了，等市场低迷、他们手里攥着过度杠杆的流动性垃圾的时候

>>62685102

K shaped economy bro. there is always a market for consoomer slop

K形经济嘛兄弟。消费主义泔水永远有市场

>>62685093

Dividends aren't free

分红不是白给的

you pay for them with total returns reduced more than the dividend itself.

你是用总回报支付的，而且损失比分红本身还多。

If you have two identical companies that grow at the same rate

如果有两家一模一样、增速相同的公司

one pays a 5% dividend

一家付5%股息

the other pays no dividend

另一家不付股息

after ten years, the company that pays no dividend will have a higher return even with you reinvesting all the dividends.

十年后，不付股息那家回报更高，哪怕你把所有股息都再投进去。

Dividends are not free money. You pay for them out of your total return, and usually it is a significant opportunity cost.

分红不是白来的钱。你是从总回报里付出的，而且通常机会成本不小。

>>62685118

I disagree with your hypothetical

我不同意你这个假设

>>62685118

RETARD ALERT! RETARD ALERT! RETARD ALERT! WOOOOOO WOOOO WOOO RETARD ALERT!

>>62685127

Disagree all you want

随便你不同意

These two companies are almost identical.

这两家公司几乎一模一样。

AZO pays now dividend

AZO现在不付股息

AAP pays 2.5% dividend (used to be 5%)

AAP付2.5%股息（以前是5%）

https://portfolioslab.com/tools/stock-comparison/AAP/AZO

these are their total returns including dividend

这是他们含股息的总回报

5.77% all time vs 18.57% all time

全期5.77% vs 全期18.57%

图片: https://i.4cdn.org/biz/1789274178118499.png

>>62685139

>>62685132

>>62685127

For you, here's another comparison with two very good companies

给你，再拿两家很优秀的公司对比一下

MCDonalds vs Chipolte

麦当劳 vs Chipotle

McDonalds pays a 2.5% dividend

麦当劳付2.5%股息

Chipotle pays no dividend

Chipotle不付股息

Over ten years, Chipotle returns 6% higher.

十年里，Chipotle回报高6%。

including all dividends reinvested.

所有股息都算再投了。

图片: https://i.4cdn.org/biz/1789274711611478.png

>>62685157

5% more over 10 years, I mean

我是说十年高5%

>>62685027

maybe they were on to something...

也许他们当时察觉到了什么……

图片: https://i.4cdn.org/biz/1789274822952042.jpg

>>62685132

>>62685127

Here's you another comparison

再给你一个对比

SPYM vs SPYD

SPYD pays 4.2% in dividend

SPYD付4.2%股息

SPYM pays very little in dividend

SPYM股息很低

Over 10 years, SPYM returned 7% more

十年里，SPYM回报高7%

7% higher CAGR for SPYM

SPYM的年化复合收益率(CAGR)高7%

almost twice the performance

表现几乎翻倍

图片: https://i.4cdn.org/biz/1789275025652925.png

>>62685139

>>62685157

the dividend company is more valuable, you said both companies are growing at the same rate. The dividend company is taking a portion of its retained earnings and giving them to the owners. the other company is presumably re-investing its earnings and getting the same growth as the dividend company. ergo, it is less efficent with its own capital.

付股息的公司更有价值——你说两家公司增速相同。付股息的公司把一部分留存收益分给了股东。另一家大概是把收益再投入，却只取得了和分红公司一样的增速。所以它对自己的资本使用效率更低。

>>62685171

Now I know you have no idea what you're talking about

现在我知道你根本不知道自己在说什么了

when a company doesn't pay out dividend

公司不付股息的时候

they're not just pissing that money away

不是把钱乱扔

and letting it sit idle

也不是让钱趴着不动

They're reinvesting it back into the company

而是再投回公司

either into growth or buy backs

要么投增长，要么回购

both improve the value of your shares

两种都能提升你股票的价值

companies that don't pay out a dividend and have a high ROIC are compounding machines. Compounders like this will absolutely demolish dividend paying companies in return. But I was fair, and didn't include monster compounders in the comparison. If I wanted to be unfair, I would have compared something like Verizon to Google.

不付股息且ROIC很高的公司是复利机器。这种复利机器的回报绝对会碾压分红公司。不过我讲武德，对比里没放怪物级复利机器。我想要是不讲武德，就该拿Verizon对比谷歌了。

Companies that pay out signifcant dividends struggle to grow and invest in their growth because they're paying out a huge chunk of their income.

付大额股息的公司很难增长、很难为增长投资，因为它们把收入的一大部分都分出去了。

No. Dividend payers are not more valuable. Not at all.

不。分红公司的价值不更高。完全没有。

bros crashing out

兄弟们破防了

图片: https://i.4cdn.org/biz/1789276284353469.png

>Copenhagen voted worlds most livable city...

>哥本哈根被评为世界最宜居城市……

Yeah, because there's no niggers

是啊，因为那里没有黑鬼

图片: https://i.4cdn.org/biz/1789276343278544.jpg

>>62685190

seethenhagen is probably good too

破防哈根(seethenhagen)大概也很不错

图片: https://i.4cdn.org/biz/1789276759367188.gif

>>62684938

actor was actually a criminal so he was a good fit

演员其实是罪犯，所以还挺贴切的

图片: https://i.4cdn.org/biz/1789276980923764.jpg

>>62684391

Open weight models are good at 1 thing and suck at the rest. This frontier models are good at everything at a ridicolous level

开源权重模型只有一样东西拿得出手，其余都不行。而这些前沿模型什么都在离谱的水平上很强

LPTH?

perp status

永续合约战况

图片: https://i.4cdn.org/biz/1789283265645527.jpg

the sound and the fury

喧哗与骚动

图片: https://i.4cdn.org/biz/1789283976062469.jpg

>>62685280

Fantastic, I need a low entry point. Here's hoping it drops below 900 tomorrow.

太好了，我正需要个低吸点位。祈祷明天跌破900。

odds of the markets crashing bigly next week?

下周市场大跌的概率多大？

>>62685294

>odds of the markets crashing bigly next week?

>下周市场大跌的概率多大？

图片: https://i.4cdn.org/biz/1789284717743015.jpg

>>62685294

图片: https://i.4cdn.org/biz/1789285932759463.jpg

>rate hike

>加息

>everything cost more

>东西都变贵

>companies make more money

>公司赚更多

>stocks go up

>股票涨

problem?

>>62685306

isn't there someone you forgot to ask

是不是忘了问什么人

附件: https://i.4cdn.org/biz/1789286261514892.mp4

>>62685310

>they'll suddenly become frugal

>他们会突然变得节俭

loool

图片: https://i.4cdn.org/biz/1789286539552975.jpg

>>62685315

let me guess, you bought KLAR?

让我猜猜，你买KLAR了？

Anthropic and futures rugging on cryptoplatforms

Anthropic，还有加密平台上期货 rug 跑路

>KRX to extend trading hours from Monday

>韩国交易所(KRX)周一起延长交易时间

Thoughts?

Even on IG, weekend NDX down -0,75% lmao

连IG上周末的NDX都跌了-0.75%，笑死

>>62685204

1 business task per model you say? And they cost HOW much?

一个模型一项业务你说？而且它们要多少钱来着？

>>62685364

-0,94%

>>62684429

Teo more weeks

还有两个星期

>financially desperate man opens his midterm election dividend (2026, colorized)

>财政绝望的男人打开他的中期选举分红（2026年，上色版）

图片: https://i.4cdn.org/biz/1789292161705193.jpg

Who /shortingthemarket/ here?

本楼有 /做空市场/ 的吗？

图片: https://i.4cdn.org/biz/1789292226269670.png

>>62685400

Ι'm SNORTING the market, heh

我是在吸食市场，嘿嘿

>>62685400

How do you short it?

怎么做空？

>pic related

>相关图片

Ed Zitron's flawless victory, again. He's been saying Scam Altman won't IPO because their numbers are pure fucking dogshit and growth is slowing .

Ed Zitron 又一次完胜。他一直说骗子奥特曼(Scam Altman)不会IPO，因为他们的数字就是纯他妈狗屎，增速在放缓。

AGI is the new "self driving car" perpetually 12-24 months away.

AGI就是新的“自动驾驶汽车”，永远还差12-24个月。

图片: https://i.4cdn.org/biz/1789293246152275.png

scam altman ceo of open gay eye

骗子奥特曼，Open Gay Eye 的CEO

>>62685424

AGI can be dumb. Self driving car is a mission critical AGI.

AGI可以很蠢。自动驾驶汽车是任务攸关级的AGI。

>>62683629

New thread

新帖。

>>62685440

>>62685440

>>62685440