Jump to content

52-80

Legacy Members
  • Posts

    17963
  • Joined

  • Last visited

Posts posted by 52-80

  1. On 1/20/2025 at 5:56 AM, MadTrapper said:

    Have had Sonos for years and kind of figured most of their development went into the hardware and connectivity therein.  The app has always played second fiddle to their equipment that always just seemed to work and sound great to me.  I had no idea about all of the app issues. 

    I share the same sentiment about not having issues. I mostly use voice dictation or broadcast stuff to sonos from airplay, and never relied on the app. But tons of people everywhere do complain about it, so there must be some validity behind it.

    The company seems to have lost prestige from a few years ago, when I started accumulating their shares (hoping for an Apple buyout). Been a bagholder of this stock for a while now...

  2. Trump coin has 0.3% of the cap of bitcoin, and <2% of eth.

    It's not available through eTrade, Fidelity, Coinbase, or even Robinhood.

    The platform/exchange with its highest volume is something called "BiKing" and "Biconomy".

    This, and hawktuah, and pepe, and "unicorn fart dust" (real name) are gamified by very knowing and very willing participants. If you want to sling around fartcoins, you do you.

     

  3. 22 hours ago, deft said:

    Maybe it’s the style that a meater is but has anybody worked with the remote thermometers that are waterproof probes with no wire? Just stick it, sync, and go?

    I’ve been used wire probes on some amazon model for a while and while the range is ok, I’d appreciate getting rid of the wires making it easier to clean and what not.

    fully immersive proof.  great product.  used it with my picanha last week (nopic but also wasnt sousvide anyway) and every bit as tasty as primerib

    https://combustion.inc/products/predictive-thermometer-gen2

     

  4. 15 hours ago, Brisketexan said:


    Full-on-bribery and “pay for play” is now 100% legal.
    Want something from the POTUS? Best siphon a couple billion directly to him via his latest meme coin/NFT/etc.
    Gosh, crypto, is there NOTHING you can’t do?

    Missing the good old days when you could do it through a sham board appointment on the front end and a presidential pardon on the back end.

    • Haha 1
  5. 6 hours ago, skilesare said:

    Getting this much Harrison Ford in 2025 (along with shrinking) make this a less sucky time line.

     

    Did they completely swap out the younger couple? They don't look familiar although it has been a long time. Interested to see how they get out of that jam on the boat.

    Spencer and his peach of a wife? Look the same.

  6. On 1/18/2025 at 10:51 PM, Not a cat said:

    Both have nutty origin stories but, as krakauer pointed out in under the banner of heaven, what religion doesn't?  Imagine if someone in the last century with all "modern" documentation and newspaper records available tried to claim they were a married virgin impregnated by God?  

    I'll say that I've worked with a few mainstream Mormons (i.e. not crazy polygamist cult offshoots) and they're easy as hell to work with.  They take care of their shit, just be sure you don't drop as many "fucks" into the conversations.  I've never met a scientologist that I know of, but every story I've ever seen makes them seem bat shit crazy.

    no group is free from original sin if that is the M.O.. even buddhists were involved in warfare.

    afaik in my (limited) exposure, today mormons are some of the best people.

    miscellany i learned:

    -steve young, the 49ers qb, is a descendant of brigham young

    -"comancheros" is not a plural term for the comanches, but rather a distinct group. 

  7. 4 hours ago, PvilleStang said:

    I'm in fintech.  We don't actively track that, but when you get leveled, you damn well know they'll look at the badge-in data as well as other metrics (login times, meeting attendance, etc).  Our new overlords actually make you badge OUT on the way out the door, so I know they can track your overall hours.

    Some clients of ours in europe, they actually track to prevent working overage. If management sees people approach maximum statutory hours for the week, they advise them to work from home so the company avoids getting fined 🫠


    gov auditor once came into our (small) office and gave us a warning for not having timesheets. so we automated fake ones for everyone, completely generic - same hours for every person for every single day. 

    • Hook 'Em 1
    • Haha 1
    • Drool 1
  8. 16 hours ago, PvilleStang said:

    The late Gen-Z workforce at our office.  Coffee badging became big during the RTO wave in the last year or two, but they've taken it even further.  Badge in at 11:45, order lunch, then take an hour to an hour and a half lunch, then badge out by 3pm.  A solid 3-hour work day where they're spending half of it on lunch.  The biggest offenders are based in Austin while their managers are on the east coast, so they don't see this crap on the daily.

    What industry and size of employer do salary workers have that employ time tracking? I've worked from a bunch of different offices and badges were only used for security, never for logging

  9. 5 hours ago, Elvis said:

    I haven’t watched this but I will. 
     

    To those that defend the natives and their culture, you might want to read Empire of the Summer moon (or listen, the audio book is excellent). 
     

    Their ways and beliefs were truly savage. Like beating women to death with the woman’s own toddler’s corpse savage. Ever tried torture?  They make the Spaniards blush. 
     

     

    I mean there were 5-10x more native tribes than there are modern nations on Earth, so there is a definitely variance in their cultural constitution. But for sure, overwhelming the broadbrush of recharacterization is to paint that whole more as noble than as brutal.

    • Hook 'Em 1
  10. fucking hotdog buns that are sliced down the middle, they separate in 2 pieces as soon as you even look at them. 

    can someone not make a bun that just carves out the middle for the hotdog? turn the scraps into croutons or whatever.

  11. 9 minutes ago, Nice Guy Eddie said:

    I don’t see how AI won’t be anything but huge for Meta. Obviously it’s a gigantic capital cost upfront but it will pay off. Start getting users conditioned to typing/talking with AI and Meta will began to learn even more about them and their current state of mind. Then you can pinpoint more relevant ads to them with a higher sales conversion. That will be valuable. Turns into a money printing flywheel.

    im in healthcare and advertising in Meta is considered fairly weak. It can help with awareness but we and Meta really have limited ability to know when the user needs healthcare today to throw advertising at them. I could see AI helping to recognize what’s going on in that household. $-maker.

    people who never thought a social networking website for college kids sharing drunk pics would grow to 1T, are skeptical they can grow an VR based business. we spend 8+ hours a day on a computing device, 5+ separately on a personal device, whos to say building a digital world is a wrong trajectory. 

    and on the AI end its already a space race of every other tech company, and meta owns massive trove of graphic data, text data, relationship data.  paying for all of this is an advertising business rated by actual advertisers big and small as far and away the most effective alongside google.

  12. Zuck is a pretty serious operator. FB looks superficially like a mess of spam, but things like Marketplace is a big hit. Their advertising revenue per user keeps growing and growing, even during what looks to lay people as the twilight period of their primary product.

    He had already announced 2 years ago about starting a "year of efficiency", and did a big cut then, so this current workforce reduction was coming from miles away. Their operating expenses had been on a steady decline. Since then, profitability went up 3x. They're putting tons of money now into infrastructure for AI and VR, so this will go into offsetting that spending.

  13. On 1/13/2025 at 3:10 PM, horn4life said:

    Well I definitely should have bailed more on my PLTR. BUT my UVIX has been offsetting the losses on my remaining shares.  I can't decide if I sell it all and eat a big cap gain.  Or hold and risk potentially watching the need for Cap gain taxes slowly erode?  I am sort of thinking thought I love PLTR long term, I have seen it ride high then collapse as well.  Look like the momentum is against it now.  And that's not a good place to be on a high multiple like PLTR.  I want to hold, but when I see UVIX surge, and PLTR wane...  

    I am starting to wonder where the good news is gonna come in the next few weeks?  We will have by this time next week a slew of Executive Orders that will be difficult for the market to digest with any certainty.  We are going to see confirmation of some of the least qualified political appointees this country has ever seen. (IMHO at least on paper)The average American won't even realize this, but the big hitters in the market will.  My only question in my head is whether there is enough financial exuberance from the Republican investor side to overcome the instability and unpredictability directly in front of us?  I think taking losses, is where the rubber will hit the road on this exuberance surrounding deregulation, and lower taxes.  IF it becomes clear that the Trump Bump, is actually the Trump Slump?  Yikes!

    So financially we have unpredictability in the market mainly among inflation concerns, in large part because of lofty evaluation risk.  We are going to see a confirmation of what I think most everyone would call disrupters at most positions.  Then we are supposedly going to get the "mother of all reconciliation bills!"  Which I fear the market will see as the largest deficit producing legislation this country has ever seen.  Which I in turn, would assume will add to inflation fears?  Or will the certainty of a single monster bill be viewed as a positive by the market?  A single large bill might be a debt buster, but also might give the market a better look at future predictability? 

    Anyhow a very unpredictable and skittish market right now.  When my hedge is moving toward becoming my big dog, I wonder if my hedge isn't actually where I should be moving more and more of my chips? 

    My big fuck up. last week was not buying WBA options (walgreens) after their epic beatdown, before they announced earnings.  As well as not trimming my PLTR position more and adding even more to UVIX.  I added a little more UVIX.  But I can't decide if I should move complete to risk on?  Seems like that's where things are drifting right now?

     

    UVIX isn't something you want to hold long term. It's an extreme short term hedge, and sub-optimal on any longer timescale because it suffers volatility drag which erodes value as markets stays flats, or , ironically , the volatility (its target) itself is volatile. (UVIX holds VIX futures and as those contracts wobble it'll hurt the rebalancing). 

    If you're skittish, rather than buy hedges, short term rates are attractive to park your cash. <1Yr bond yields above 4% with minimal duration risk, so money market account can give you something similar.

    I bought SPY put spreads before the new year, "expecting" a come down from santa rally, and those monetized really well. New cash is waiting for end of Q1 (typical lull in seasonality) and settling in of new administration before buying in the market.  Also, don't listen to me because I sold off PLTR in 30s.

    • Hook 'Em 1
×
×
  • Create New...