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Topic: 2019 Offseason Stream of Unconsciousness

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847badgerfan

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #812 on: April 14, 2019, 11:03:03 AM »
My strategy is much different than yours (it should be at this point). It's very aggressive right now. I might dial it back in 6-12 months, but for now it's accumulating at a clip that amazes me. My main fund did 32 percent, in Q1 alone. We know that's not sustainable.
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MarqHusker

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #813 on: April 14, 2019, 11:09:08 AM »
Adjust withholding is the first tactic.   Mess with estimated is next best strategy. 

To me it is the principal of the matter .  Why should I finance Uncle Sam and not be compensated?

Would you agree to lending anyone say $2,000, and do so by handing them $167 each month and be promised to receive only $2,000 after a year?  Then do it again and again.

Cincydawg

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #814 on: April 14, 2019, 11:36:20 AM »
My strategy is much different than yours (it should be at this point). It's very aggressive right now. I might dial it back in 6-12 months, but for now it's accumulating at a clip that amazes me. My main fund did 32 percent, in Q1 alone. We know that's not sustainable.
Money I may need in a year goes into that 2.2% fund.  Money I may need in 2-3 years gets more aggressive, and so on.
Funds I expected to need to pay taxes would go into a very safe fund with a low return.  Some of my retirement is in pretty aggressive stocks because I don't "care" if the market tanks in 2-5 years.

Cincydawg

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #815 on: April 14, 2019, 11:47:47 AM »
Some heavy weather moving through here, and of course is about to be a factor at some golf tournament.  I was helping the wife "secure" her myriad plants in pots, the wind is kicking up.  I feel for those 250 or so folks who rented booth space at the Festival, Sunday is a wash out, hopefully most already packed up.  Yesterday was a crowd over there, today I can't see anyone outside.

I think we're going to miss the worst of it, we do have a basement (garage).  Atlanta had a rather famous tornado hit downtown a while back during the SEC basketball tournament, did a lot of damage.

847badgerfan

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #816 on: April 14, 2019, 11:55:50 AM »
Money I may need in a year goes into that 2.2% fund.  Money I may need in 2-3 years gets more aggressive, and so on.
Funds I expected to need to pay taxes would go into a very safe fund with a low return.  Some of my retirement is in pretty aggressive stocks because I don't "care" if the market tanks in 2-5 years.
Yeah, I don't have this because I'm still working. I'm working on that last part though.  ;)
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betarhoalphadelta

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #817 on: April 14, 2019, 12:00:53 PM »
Weather's fine here. Going for a walk and then the farmers market, followed by making beer, and then grilling some Greek marinated flap meat steaks. 

847badgerfan

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #818 on: April 14, 2019, 12:40:00 PM »
Got about 3" of snow on the3 ground right now. Just another kick to the nuts as winter hangs on, like the bitch she is.
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MichiFan87

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #819 on: April 14, 2019, 12:46:00 PM »
Tesla will probably remain the top EV manufacturer for some time, but it's market share will decline, even if it can improve its production rate and maintain its advantage in quality. China also has its own EV manufacturers. They just don't export their vehicles presumably because they can't keep up with demand in their own country.... The bigger market opportunity is probably India, which currently has more power plants under construction than anywhere else and a car ownership rate of only 2%. They might even be the earliest adopter of autonomous vehicles that are not privately owned. This article explains this pretty well.
https://www.fastcompany.com/40422065/inside-indias-plans-to-leapfrog-the-western-model-of-car-ownership

 As for the market, I'm surprised it has rebounded back to its peak, and I'd be surprised if it didn't crash this year.
“When your team is winning, be ready to be tough, because winning can make you soft. On the other hand, when your team is losing, stick by them. Keep believing”
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847badgerfan

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #820 on: April 14, 2019, 12:53:04 PM »
Economic indicators remain solid on most counts. Most money lost in the market is driven by emotion. You can't lose unless you pull out. Christmas Eve was a stupid event. We saw what happened on the 26th - two days later. If you pulled out based on emotion on Christmas Eve, you lost a lot of money.
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OrangeAfroMan

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #821 on: April 14, 2019, 04:17:26 PM »
Of course, if you don't pull out on Christmas eve, you end up with a lot of September babies...
“The Swamp is where Gators live.  We feel comfortable there, but we hope our opponents feel tentative. A swamp is hot and sticky and can be dangerous." - Steve Spurrier

Mdot21

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #822 on: April 14, 2019, 07:37:30 PM »
Does Tesla have the capital necessary to acquire maxwell?
yes they do, they've got $3+ billion in cash, but they aren't spending any capital to close that deal. it's a $218 million stock deal that's really only costing Tesla $149 million because as soon as the deal closes they'll get access to Maxwell's $69 million cash balance. Great f'ing deal for Tesla.

Mdot21

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #823 on: April 14, 2019, 07:39:43 PM »
Tesla will probably remain the top EV manufacturer for some time, but it's market share will decline, even if it can improve its production rate and maintain its advantage in quality. China also has its own EV manufacturers. They just don't export their vehicles presumably because they can't keep up with demand in their own country.... The bigger market opportunity is probably India, which currently has more power plants under construction than anywhere else and a car ownership rate of only 2%. They might even be the earliest adopter of autonomous vehicles that are not privately owned. This article explains this pretty well.
https://www.fastcompany.com/40422065/inside-indias-plans-to-leapfrog-the-western-model-of-car-ownership

 As for the market, I'm surprised it has rebounded back to its peak, and I'd be surprised if it didn't crash this year.
Eventually every car is going to be EV, so of course it's market share of EV's will decline. Only stands to reason that with so much competition they won't lock down 80% of the EV market like they are now. Their market share of car sales should only grow exponentially though compared to where it's at now. This is a car company that barely sells what- 200,000 to 250,000 cars a year. They have great potential to sell millions of cars per year. They've got to make more than 3 models though, and they need the manufacturing infrastructure to actually be able to build the cars to meet demand.

Mdot21

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #824 on: April 14, 2019, 08:06:31 PM »
Economic indicators remain solid on most counts. Most money lost in the market is driven by emotion. You can't lose unless you pull out. Christmas Eve was a stupid event. We saw what happened on the 26th - two days later. If you pulled out based on emotion on Christmas Eve, you lost a lot of money.
Stock market =/= the economy. Central banks across the globe have been propping up the stock markets. And who owns most of that stock and reaps the benefits? In the US, the Top .01 own about 17%, the next 0.9% about 35%, and the next 9% about 43%. Most of the people in this country and really struggling taking on more and more debt just go get by.
After the Great Recession the fed pumped trillions into the system and there was no inflation. None. How does that even work?

We don't make or manufacture jack shit here anymore. That's how real wealth and value generation is created. Now it's all playing games with money and bullshit. Before the great kaboom in 2007-2008, the financial sector accounted for over 40% of all Corporate profit. Over 40%. In the 1980s it was only 16% and in the 1960s when this country was truly the greatest country on earth and was manufacturing just about everything under the sun- it wasn't even 10%. It's a low-employee, unproductive, inefficient sector that for some reason generates enormous guaranteed profits and gets bail outs whenever they get in trouble.

And let's not forget corporations taking on massive debt for stock buybacks to boost share prices to pump the market up as well. There's a corporate debt bubble looming out there that could just pop and send the market crashing and the US into another recession.

It's coming. Who the hell knows when and what triggers it is any ones guess.

OrangeAfroMan

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Re: 2019 Offseason Stream of Unconsciousness
« Reply #825 on: April 15, 2019, 02:36:00 AM »
On the list of names running for the 2020 Democratic nomination for President is the mayor of Miramar, FL - Wayne Messam.  As in former FSU WR Wayne Messam.  
Hmmph.  
“The Swamp is where Gators live.  We feel comfortable there, but we hope our opponents feel tentative. A swamp is hot and sticky and can be dangerous." - Steve Spurrier

 

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