That's just unlucky. You gotta buy puts after it does the morning pump, not before. \--- I might look to play some puts tomorrow if we do get a morning pump - otherwise probably just sit it out.

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a counter argument to higher interest rates on the long bond is: we're in a shitty job market, economic activity and volume is slower than it used to be because prices went up a lot but wages didn't so folks can't buy as much, oil is only around $60 a barrel, China's exports are slowing and manufacturers/exporters are absorbing some of the tariffs. domestic real estate is slowing down, people can't afford to buy a house at current price levels and Home Depot is warning about a slow down in 2026. plus the Fed keeps lowering rates and in many interest rate cycles long bond rates end up following short bond rates down. if we have any panics or big financial market disturbances, big money will flow into safety: US Treasuries. or hell I don't know that could be all wrong. I wish I understood where long rates were really heading.

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…. Do we tell him what happens when mag 7 recovers?

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Just my near vicinity. Ppl I meet basically. Just an observation. We are blessed.

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Q1 going to drain as we reset for new year. I think many will be caught off guard.

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Automod/bans/appeals are finicky but it’s clear that we aren’t denigrating anyone or calling anyone a fatty Plus admins don’t go as hard on wsb because our benevolent mods aren’t fucking dorks that try to get people permed for fun

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"we eat so many shrimp we got iodine poisoning" -pimp c

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This is a significant factor in why markets reverse. We can’t ALL make infinite money

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Thinking that if I can somehow do the same thing that took me from 500 to 50k in 3.5 weeks again, I’ll have $5m in another 3.5 weeks 🤑 and will actually have the money for hookers and coke. I know it doesn’t work like that, but this has somehow given me a level of confidence that I haven’t had in a while. We shall see…

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Do we think their house of cards might actually tumble though? They own carvana (retail, better quality cars) They own drive time (retail, the worse cars, subprime buyers) They own Silver rock (extended warranty) They own bridgequest (finance company) If carvana falls apart.....does it all fall apart? What if they only let certain businesses saddle all the debt and bankrupt them? Will it nuke the used car market (hopefully)??

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