Gulu (@le_capitalist2) header
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statistically retarded

Argentina
Joined October 2012
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Gracias Messi, sos eterno
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Manual MM with low capital. 15% profit
and so it starts
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and so it starts
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no luck, only skill
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shit just kept going up until my new model yeeted my portfolio. Added volume filters to the TSMOM. The lower the volume, the lower the persistence of trend Adding higher window lookbacks increases sharpe, but comes at the cost
used to pray for times like this
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Dangerous and retarded. I hope this thing fails before it starts
Happy to. Here you go: Really quick here. Our customers get: 4x financing at 6.25% 5x investing power Assets split: 90% credit, 10% SPY 90% Credit yield ~8.5% They make 2.25% positive carry (regardless how equity market performs) , that's ~ 11% returned on their original investment And they participate in equity market upside from other 10% ... let's assume that 8% Combined, that gets you to ~14% return with less equity market exposure. the additional 4-5% pick-up compounded over 30 years has massive impact on compounding and cash return
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Lol, lmao even
I'll say it again: A net-negative monthly cash flow on a rental property is not losing money. You still own the property and the tenant is still paying most of your mortgage.
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Whole article for a short call and long put. "customized risk-reward". Lol. Lmao even
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mans right tho. Wheres the lose if you dont even have the shares!
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used to pray for times like this
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leveraged momentum everywhere
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Siempre es bueno recordar la mierda que vendian en 2021. Mira lo que son esas proyeccion de EBITDA totalmente falsas para vender valuaciones altas. Sabian lo que estaban haciendo y se cagaron de plata
Hoy arrancó a cotizar $SATL @Satellogic la empresa argentina de @earlkman en NASDAQ! El precio cerró en USD 8,1 eso me da un market cap de USD 910 MM y EV de 635 MM. Utilizando proyecciones del management para 2024 tenemos un EV/EBITDAe de 3,2x vs la mediana del sector de 6,2x!
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tienen que ir todos presos pero se nota que NASDAQ lo normalizo
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line go up, free money
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what the fuck?
In our view, the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated, the market broadened out and rewarded risk-taking once again.
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Its theoretically impossible if the cap is actually 9,6% to that of SPY. Whats more probable is that the cap is 9.6% only if SPY goes up 20%. The premiums in itself shift the returns to the right (1% move in spy will not be equal to 1% move in the strategy).
I’m completely fascinated by these new products that offer 💯 downside protection using options while promising to match the $SPY to a cap of 9.65%. To me there’s “no free lunch”. I still might buy a little of this on May 1st just to see how it does. Ticker is $CPSM.
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other possibilities are if they trade options on a 1 month expiration and they "statistically" say its 9,6% cap only if X things happen. Or maybe theyre smart, unlike me
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El costo por unidad es igual o mas caro que antes, no sean boludos y no compren mas solo por el descuento.
💥Miren esto 😳🇦🇷 Nunca vi algo así en mí vida .todos los productos 2x1 literal y algunos con descuentos de 40 o 35% ...
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Muchos quejandose del ajuste porque Milei dijo que era solo para la casta. Pero en que universo pensaste que esto se iba salir bailando hijo de la re mil puta. Mira la gente que tenemos para votar. El problema siempre es social. Despues votan Kukas devuelta
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los especuladores ya venian anticipando una suba del dolar. El aumento del impuesto PAIS era la unica forma para generar un shock a los importadores y asi una suba de la balanza comercial a superavit. Era eso o devaluar mucho mas de lo esperado.
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