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rintintin
| Favorite team: | Tulane  |
| Location: | Life is Life |
| Biography: | LSU fan |
| Interests: | |
| Occupation: | |
| Number of Posts: | 17050 |
| Registered on: | 11/2/2008 |
| Online Status: | Not Online |
Recent Posts
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re: Buying up Take-Two stock before GTA 6 releases in November?
Posted by rintintin on 4/13/26 at 7:49 am to JasonDBlaha
quote:
You don’t think the colossal amount of sales that GTA 6 will bring to Take-Two will massively pump up their stock?
The issue is that this isn't a novel idea. Every hedge fund manager, family fund manager, stock trading bro and Robinhood teeny bopper knows GTA 6 is coming out. As the other poster said, things like this get priced in very quickly.
That being said, you should be able to test it out pretty easily. Just plot each new release on Take-Two's chart and see what happens post release. This is prob a 2 minute exercise for something like Claude.
0
re: How are low income people able to fly?
Posted by rintintin on 4/12/26 at 8:19 pm to weagle1999
It's really not that expensive to fly. If you're only paying for yourself you can fly plenty of routes for a couple hundred bucks round trip.
That's attainable for most low income people.
That's attainable for most low income people.
quote:
so we built a base 200k miles away for a trip that could be 200,000,000 miles?
Do you even gravity, bro?
Never thought I had an accent until I moved to MN.
I get 2 words out here and people ask where I'm from.
I get 2 words out here and people ask where I'm from.
re: Breakdown of how Alabama became so much richer than Canada
Posted by rintintin on 4/11/26 at 9:21 am to northshorebamaman
quote:
that’s a separate conversation.
I don't think it is. That's essentially the point of such an exercise, but I digress.
Carry on
re: Breakdown of how Alabama became so much richer than Canada
Posted by rintintin on 4/11/26 at 8:57 am to northshorebamaman
So you're telling me that a historically poor and abject region can become highly successful and desirable by making strategically good economic decisions within the U.S. system? And that the U.S. system can support and promote such economic development and prosperity?
Do you think Alabama would be able to accomplish this in Canada?
I don't think the argument here is that Alabama in and of itself is a testament to economic prosperity. The overlying point is that under the U.S. system, everyone has the opportunity to prosper if you make the right strategic decisions. Can the same be said about Canada?
Do you think Alabama would be able to accomplish this in Canada?
I don't think the argument here is that Alabama in and of itself is a testament to economic prosperity. The overlying point is that under the U.S. system, everyone has the opportunity to prosper if you make the right strategic decisions. Can the same be said about Canada?
re: Breakdown of how Alabama became so much richer than Canada
Posted by rintintin on 4/11/26 at 6:25 am to northshorebamaman
quote:
Then add: access to a unified U.S. market, federal defense and infrastructure spending, and no responsibility for running a currency or national system. Canada carries those burdens itself.
So you're telling me that a historically poor and abject region can become highly successful and desirable by making strategically good economic decisions within the U.S. system? And that the U.S. system can support and promote such economic development and prosperity?
What exactly is the counter argument here?
quote:
Average poverty builds on a simple intuition. If someone I’ll call Alex earns half as much as someone else I’ll call Barbara, then Barbara is twice as rich as Alex and Alex is twice as poor as Barbara.
This is all you really have to read to know his methodology is biased because he's more concerned about "inequality" than anything.
It's flawed thinking. Just because I'm 99.9999% poorer than Elon Musk, doesn't mean I'm bad off. He's putting more weight on the super wealthy, which of course will make the US look bad.
quote:
This means that poverty can be defined as the inverse of income, and its unit is simply inverted. If incomes are measured in dollars per day, poverty is measured in days per dollar.
Wait a second, am I understanding this correctly? He's basically just inverting income to measure poverty? This means the higher the average income the more the poverty?
The play may be to look at other space-adjacent companies who are already public. Space-X will probably reset valuations for some of those companies at least for the short term.
At least that's what I heard from the twitter-sphere and admittedly have done zero research on it. It does make sense though.
At least that's what I heard from the twitter-sphere and admittedly have done zero research on it. It does make sense though.
re: Mark Cuban is fed up with rural and urban hospitals crying poor/claiming insolvency
Posted by rintintin on 4/2/26 at 6:55 pm to HailHailtoMichigan!
As someone in this space there's certainly truth to some of things he's saying, but he's also being a bit obtuse.
The reality is, the vast majority of hospitals only make money on commercial patients. And even with commercial only make money on certain procedures. Rural hospitals have terrible payer mixes that make them more vulnerable to this.
That being said, there are specific Gov't programs for rural hospitals to help with this. But it still makes it very difficult for them to offer a wide array of services because they simply don't have the volume to be profitable. But if they don't offer those services then they're the bad guy because they aren't providing the necessary care to the population.
That being said, he's certainly right about some of those things he mentioned.
True, and why I have a job :lol:
So true and why I left the operations side of healthcare. They are some of the most difficult workers to instill any type of change.
The reality is, the vast majority of hospitals only make money on commercial patients. And even with commercial only make money on certain procedures. Rural hospitals have terrible payer mixes that make them more vulnerable to this.
That being said, there are specific Gov't programs for rural hospitals to help with this. But it still makes it very difficult for them to offer a wide array of services because they simply don't have the volume to be profitable. But if they don't offer those services then they're the bad guy because they aren't providing the necessary care to the population.
That being said, he's certainly right about some of those things he mentioned.
quote:
spend so much on consultants and fees
True, and why I have a job :lol:
quote:
They are so set in their ways, it’s a shock more don’t go out of business.
So true and why I left the operations side of healthcare. They are some of the most difficult workers to instill any type of change.
Just started playing around with Claude this weekend and I'm pretty impressed.
I built a custom finance dashboard for myself that gives a live status of the market with major indices, sector heat map, market sentiment, macro stats, etc.
Not much different than what you'll see on a major finance site, but the cool part is I personalized it to my situation based on my age, retirement expectations, risk tolerance, strategy, etc. It gives me a customized briefing of how I should be reacting to the market.
Then I took it a step further and gave it all of my portfolio holdings (not my actual account info but an excel sheet with my % allocations) from my brokerage accounts (e.g., 401k, Roth, etc.) and told it my strategy for each account. It gives me a briefing for each account with specific advice based on my current holdings and whats happening in the market. Its pretty specific too, it will literally say "trim this to X% and add this to your portfolio".
I also added a stock suggester that will give me 5 tickers it suggests looking into, and a "degen zone" that scans all the big degenerate sites (X, stockwits, ws bets, etc.) and shows tickers that are buzzing around the degen-sphere.
I have no clue if any of this is actually good advice, but for a few hours of work and someone who doesn't know anything about coding, its pretty damn slick.
I built a custom finance dashboard for myself that gives a live status of the market with major indices, sector heat map, market sentiment, macro stats, etc.
Not much different than what you'll see on a major finance site, but the cool part is I personalized it to my situation based on my age, retirement expectations, risk tolerance, strategy, etc. It gives me a customized briefing of how I should be reacting to the market.
Then I took it a step further and gave it all of my portfolio holdings (not my actual account info but an excel sheet with my % allocations) from my brokerage accounts (e.g., 401k, Roth, etc.) and told it my strategy for each account. It gives me a briefing for each account with specific advice based on my current holdings and whats happening in the market. Its pretty specific too, it will literally say "trim this to X% and add this to your portfolio".
I also added a stock suggester that will give me 5 tickers it suggests looking into, and a "degen zone" that scans all the big degenerate sites (X, stockwits, ws bets, etc.) and shows tickers that are buzzing around the degen-sphere.
I have no clue if any of this is actually good advice, but for a few hours of work and someone who doesn't know anything about coding, its pretty damn slick.
Within 2 months analytics would have everyone doing the same damn thing and saving 3 pts shots until the 4th qtr or something. Then it'd be a 3 pt contest every 4th qtr.
While probably entertaining for a while, it'd get old.
FYI I don't watch any NBA and have no idea what I'm talking about.
While probably entertaining for a while, it'd get old.
FYI I don't watch any NBA and have no idea what I'm talking about.
re: Isofix killed the 3-child family in America
Posted by rintintin on 3/27/26 at 6:41 pm to rickgrimes
I'd blame daycare costs before car seats.
Having a kid in daycare certainly makes you question how many more you can afford.
Having a kid in daycare certainly makes you question how many more you can afford.
re: Warning for the athletic programs
Posted by rintintin on 3/27/26 at 11:43 am to AlecRock23
Welcome to sports
re: Effeminate male Lane Kiffin tells LSU fans to pump the brakes for next year
Posted by rintintin on 3/26/26 at 5:36 pm to Summer of Jimbo
I'd rather that than "we're taking receipts"
re: If you had to get up right now and run to the Mississippi River how long would it take?
Posted by rintintin on 3/24/26 at 7:27 pm to OysterPoBoy
Could prob make it in under 5 min.
And I'm over 1,000 miles away from Nola
And I'm over 1,000 miles away from Nola
re: Did NIL kill the March Cinderella in the NCAA Tournament?
Posted by rintintin on 3/23/26 at 12:05 pm to WaydownSouth
quote:
Not NIL.
The transfer rules allowed this
Change it to where you can transfer once and then you have to sit a year and things will change.
Most of the cinderellas were veteran teams beating a bunch of 4 and 5 star freshmen.
Now the good vets will get plucked and paid.
Nailed it
Appreciate your insight
I've run some scenarios which were highlighted in the OP but if you have any deeper research would love to see it. Based on my (admittedly quick and dirty) research, over a 3-year horizon these products absorb market downturns pretty well.
Not at all. I'm presenting a case based on some research and looking for other opinions. Again, based on some scenario testing there are certainly scenarios that result in negative returns. What I was trying to relay is that from a risk/reward standpoint these look promising for capital preservation with upside potential.
quote:
Look at the YTD returns and how long it takes for NAV to recover from a downturn.
I've run some scenarios which were highlighted in the OP but if you have any deeper research would love to see it. Based on my (admittedly quick and dirty) research, over a 3-year horizon these products absorb market downturns pretty well.
quote:
You talk like these are sure things and they are not
Not at all. I'm presenting a case based on some research and looking for other opinions. Again, based on some scenario testing there are certainly scenarios that result in negative returns. What I was trying to relay is that from a risk/reward standpoint these look promising for capital preservation with upside potential.
re: Tell me why this strategy is stupid
Posted by rintintin on 3/21/26 at 5:26 pm to lsuconnman
quote:
These ETFs offer psychological feelz goods.
:lol: exactly
There's certainly a level of psychological comfort with this. I'd sleep much better knowing this cash is generating monthly income and it's not 100% proportional to market downturns.
re: Tell me why this strategy is stupid
Posted by rintintin on 3/21/26 at 4:13 pm to lsuconnman
quote:
If you’re committing the money for 3+ years you’ll arguably underperform the basic index
For me it's more about capital preservation with the opportunity to have a meaningful return, so I'm totally fine with that.
re: Tell me why this strategy is stupid
Posted by rintintin on 3/21/26 at 3:41 pm to lsuconnman
quote:
Just chart spyi, xdte, and spy starting at liberation day. It highlights exactly how those funds react to any big swings. It took 6 months for the NAV of one of them to just recover and match the SPY recovery, while on the way down the CC funds only outperformed by about 1.5%.
True, which is why I wouldn't consider this strategy on a shorter time horizon. 3 years appears to be enough time to let the dividends mute any big downturns.
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