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re: Kling at leadoff

Posted by LSUcam7 on 4/22/24 at 10:19 am
[quote]I said SEC moron He’ll hit sub-300 this year. Book it[/quote] Per ProjectPat [quote] Kling's last 10 games (8 SEC games): .300/.447/.500 9 hits, 6 of them doubles. 8 walks to 9 Ks. 2 steals. [/quote]...

re: 2 year inverted yield curve

Posted by LSUcam7 on 4/22/24 at 8:48 am
A short line item thesis is usually to simplistic to explain economics, but I am not an economist. I’m not sure if there is anything novel here to take away, just my own thoughts. Most of the yield curve inversions were in periods of a secular decline in yields. Coming off of ZIRP, inversion was ...

re: 2024 Football Schedule

Posted by LSUcam7 on 4/21/24 at 10:43 am
SEC has an open border policy and it’s fricking everything up....
[quote]im rooting for a big correction[/quote] Consider you might see it 3-5% lower before moving higher than where you sold. If you can accept that potential before it happens, you won’t sit out in cash waiting for the world to fall apart for a year or two....
[quote]Blows my mind that in this day and age kids getting paid to do yard work is still a thing.[/quote] Most kids have their entire childhood and teenage years without any real responsibilities outside of ‘school.’ So kudos to the parents out there teaching their kids the value of work and m...
[quote]Options liquidity is my guess[/quote] I don’t know about all that. I am curious in learning more about what you mean & how the options market liquidity or lack thereof can affect the common. After reading up.. F and GM market caps are probably understating the size of those companies. T...
*Not a gaslight attempt :lol: What is the reason Tesla has ~10x the market cap of either F or GM? There are future cash flows priced in that the traditional car makers don’t have. For fun, let’s assume TSLA’s car business is twice as valuable as F/GM, ~100B. What does the market see to give it...

re: I still like Jay Johnson

Posted by LSUcam7 on 4/18/24 at 7:54 am
I used to love Les. But now I just like Les....
[quote]they have decided for you that you should reduce your investment in them[/quote] Ehh... You’re missing the point that people buy equity for different reasons. Some prefer a mature company that has solidified itself in its industry. One that creates shareholder value through cash flow. I...

re: Tuesday Baseball Thread

Posted by LSUcam7 on 4/16/24 at 10:55 pm
Awesome comeback Hogs Freshman pinch hitter walk off secured the 4th leg of my parlay :cheers:...

re: Options Trading Thread

Posted by LSUcam7 on 4/16/24 at 8:47 pm
Do you keep everything cash secured?...
That’s the price you pay when you’re the “FIRST Tesla S Plaid owner in Florida.”...
Sorry read it backwards. Thought you contributed then found out AGI was over. If you already filed it then you can’t do much. ...
Might need to get out of the country with cash Otherwise just clean it up as quickly as possible and doubtful it goes anywhere....
[img]https://i.imgur.com/0AHCGii.jpeg[/img] Trading ~1.5x 2023 sales Also trading 25% below my average cost :lol:...
[quote]Whatever you do bet the over[/quote] I rounded off a Philly win & NYY win parlay based on this conviction....

re: Options Trading Thread

Posted by LSUcam7 on 4/12/24 at 7:26 pm
Your short options that go in the money.. how often have you ever been assigned prior to expiration? I’m curious on how options are actually financially linked between the buyer and seller of said contract. For example.. if a random UVXY call buyer elected to exercise early, could it so happen...
I’d imagine rates are 8-10% for a deal like that? Not sure how much higher the 10 and 20 year treasury can go but I wouldn’t be shocked to see them both at 5% sooner than later....
20/30yr land financing? I’ve seen some land loan recs on this board but who’s doing that?...
Please for the love of LSU don’t give the kid #7...