Stock Market
- Thread starter pmclaine
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JPY carry:
1Y 138
2Y 134
3Y 130
10Y 105
15Y 94
30Y 75
Ignores credit charges and execution risk.
1Y 138
2Y 134
3Y 130
10Y 105
15Y 94
30Y 75
Ignores credit charges and execution risk.
https://situational-awareness.ai/
LONG read.
Some good info in the silent partners link. Gotta look past some of the hype
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thanks but no thanks - I shorted the shit out of VIX again yesterday. Guess how it played out lol
The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense.
A wise man might take some time to understand what’s being said in that one small paragraph.
Three different trades in there.
A wise man might take some time to understand what’s being said in that one small paragraph.
Three different trades in there.
Received a bank market update today.
Net charge-offs of Major U.S. Banks are accelerating and are at the highest levels since at least Q1'17. For reference, Q1'22 was $2.6B while Q2'24 came in at $8.6B.
Net charge-offs of Major U.S. Banks are accelerating and are at the highest levels since at least Q1'17. For reference, Q1'22 was $2.6B while Q2'24 came in at $8.6B.
Or….
You could make that in an ice option that people might actually buy.
You could make that in an ice option that people might actually buy.
i watched a cnbc rick santelli interview with someone….rick maintained the sell off was sparked by the japan carry trade blowing up
last 5 secs of this vid…but i know nada.
There is an ICE option on the way. It's a turbo I6 which is going to piss off the traditionalists, but Mopar fans should be happy that the Stellantis mothership is throwing them a bone of any sort.
The Tesla fans told me that my fossil-fuel cars would be obsolete and worthless by 2030, and yet my 12-year-old musclecar has depreciated less than a two-year-old Model X. Weird.
I’ve been looking at the market sectors most affected by charge-offs trying to make sense of it.
Anyone have an accurate take on the break-down between C&I, Auto, Personal Credit, etc.?
A lot of the hits I’m getting are manipulated to go to FRED or outdated hits, so I set the time range for more recent and still am not getting good data.
Wallstreet Breakfast: An electric vehicle blaze in South Korea is sparking questions as well as talk about new rules for the industry. A major fire on Aug. 1 that took eight hours to put out - and destroyed or damaged about 140 cars - was found to have been caused by an unplugged Mercedes-Benz EV (OTCPK:MBGYY) that was parked below a residential building. In fact, over 600 such fires have occurred in underground parking lots in the country over the past decade. South Korean officials are now weighing whether to require electric vehicle makers to disclose their battery brands at a time when EV sales growth is slowing globally.
With electricity prices half that of the US but gasoline prices around 30% higher, why would this be any surprise to anyone? In China, when combined with lower miles traveled per day, EVs actually make economic and practical sense.
Please tell me more about the impracticalities of:
- United States, the average miles driven per person is about 30.1 miles
- China, the average miles driven per person is about 20 miles
That’s still a 50% increase, while ignoring the fact the US has an immense usage of our highway system for longer road trips that China and most other nations do not.
Nice job completely ignoring my other point that I’m China electricity is half that of the US. You always fail to look at the whole picture. Government regulations, subsidies and mandates are the only thing keeping the EV industry afloat in the US and Europe, and even with all that it’s beginning to wain.
On average, the cost of electricity is around $0.13 per kwh in the United States. In China, it’s $0.09 per kwh. At my current residency, off peak hours are $0.047 and super off peak is $0.036.
A swing and miss…
Off peak rate adjustments aren’t everywhere, I haven’t seen it in decades across living in TN, VA and WY.
And residential rates are $0.1643/ kWh in the US, and steadily going up. West coast rates, are over $0.22. Try getting some present day info.
Seattle is under $0.14 for 2024. Yes, your energy cost will differ based on where you live. This is no different than gasoline.Off peak rate adjustments aren’t everywhere, I haven’t seen it in decades across living in TN, VA and WY.
And residential rates are $0.1643/ kWh in the US, and steadily going up. West coast rates, are over $0.22. Try getting some present day info.
Again, your point has broken down.
You don’t know how averages work, do you? If Seattle is $0.14, then somewhere else it is $0.30. And you think those people should run an EV as well…
America is speaking with their wallets, and it’s not for a widespread transition to EVs. Tesla bulls and the Green Party can stomp their feet all they want, it’s not going to change the facts. I don’t have to argue shit, the sales numbers make the argument for me.
You claimed that EVs are not practical in the United States and doubled down ignoring all information. You are incapable of critically thinking beyond the broad strokes of a paintbrush littered with incorrect data points and understanding.
Your "sales numbers" are incorrect as EV sales in the United States are up over 10% YoY and worldwide they continue to accelerate.
Literally, what do you even do for work? I question your ability to have a coherent, non-misinformed thought.
OK, that's the average - now let's look at the SD and ES (this is a shooting site, so these should not be foreign concepts).
Manufacturers continue to cut prices, government subsidies add up to $15,000 or more in some areas, regulatory credit swaps add even more incentive, charging station deployment has been subsidized, and yet the fact of the matter is that EV adaption rates in the US are decent but not exactly mind-blowing.
Search how many power plants china opens per year and compare that to what the USA opens.
I’m not talking wind and solar but real plants that produce 24/7/365.
If you would please post your results.
If you don’t mind please post estimated future power needs of both counties.
Thank you in advance.
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We're at the "bring on the shareholder lawsuits" portion of the cycle:
"The complaint filed on Thursday in Manhattan federal court said Stellantis artificially inflated its stock price for much of 2024 by making "overwhelmingly positive" assessments about inventories, pricing power, new products and operating margin.
Shareholders said the truth came out on July 25 when Stellantis said first-half adjusted operating income fell 40% to 8.46 billion euros ($9.28 billion), below the 8.85 billion euros that analysts expected."
I'd have more sympathy for the plaintiff group if the deception wasn't immediately obvious when driving past any Jeep dealer.
"The complaint filed on Thursday in Manhattan federal court said Stellantis artificially inflated its stock price for much of 2024 by making "overwhelmingly positive" assessments about inventories, pricing power, new products and operating margin.
Shareholders said the truth came out on July 25 when Stellantis said first-half adjusted operating income fell 40% to 8.46 billion euros ($9.28 billion), below the 8.85 billion euros that analysts expected."
I'd have more sympathy for the plaintiff group if the deception wasn't immediately obvious when driving past any Jeep dealer.
Stops are your friend.
Sad thing is those who passively invest in vanguard type mutual funds will be the ones getting soaked.
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