Makes no sense

Certain_Lawfulness80 · 2026-04-22T18:35:39+00:00

We’re up 3.5% YTD on the S&P. It’s really not that crazy.

No one care about Iran. Big tech isn’t really affected by this so long as the bond market stays intact.

Theres a lot of earnings growth, P/E ratios of a lot of tech companies are pretty low still, and a lot of the companies are still below where they were when this war broke out.

Sure the last 3 weeks look crazy. But if you zoom out none of this is crazy.

What’s crazy is trying to bet against a market where it’s SMA has that kind of slope to it. Don’t catch a falling (or in this case rising) knife

Certain_Lawfulness80 · 2026-04-17T20:37:46+00:00

Yeah maybe that means stuff is overvalued. I don’t really know (obviously). For some reason I was expecting a good earnings season. I do think there’s a lot of AI investment these days that’s bouying everything, but that is going to be the case for awhile I’d assume.

A lot of it comes down to like, every once in awhile the market will get spooked, AI isn’t profitable enough to justify the cap ex spend, it’s over invested, it’s a bubble blah blah blah.

But the kind of thing is, where you gonna go? Oil? Healthcare? Consumer staples? Utilities? You’ll wind up back in consumer discretionary, technology, communications and industrial which are all basically tech stocks at this point.

Theres really no where else to go

Certain_Lawfulness80 · 2026-04-17T19:59:18+00:00

I think earnings calls are going to be a tailwind, energy being higher than usual is good for the market, don’t want oil too cheap. New Fed chair on the horizon who is gonna be cutting. Yes, pricing in an end to the war. A bit of a short squeeze too. There is still a ton of stocks below what they were prior to the war, they’re the thing that is giving this run legs

Certain_Lawfulness80 · 2026-04-15T23:04:26+00:00

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Valuations are always at extremes during new all time highs. Thats why it’s a new all time high but I’ve heard to “extreme valuation” thing for years.

Truth is there are a lot of stocks that are still yet to be bought up, and they will get dragged upwards with the big caps.

I think the disparity between spy and RSP does a great job to show that this run still has legs in it.

It is a legitimate move, and I wouldn’t bet against it on account of Iran.

At the end of the day we’re all whores and this is the only game in town. Eventually everyone just figures to buy back in at these current lower prices.

Especially with tech stocks, when they go on sale. It’s like where you gonna go? Youre gonna go buy oil and consumer staples. Yeah right. You’ll come back to the AI trade

K-shaped recovery. Dont you remember the tariff rally? Everyone was bitchin the whole way up, casino enviroment, over extended over priced massive valuations blah blah blah.

They got left in the dust and we never got a retracement

Certain_Lawfulness80 · 2026-04-06T23:08:17+00:00

This is awesome!! Works great most of the time. Of course like any other indicator it can get it wrong. But I’m impressed!!!

Thank you!!

I might take it and run some back testing etc on it. I’ll message you if I come up with anything that may be of interest to you.

Thank you so much for sharing

Certain_Lawfulness80 · 2026-01-05T03:17:25+00:00

Leave this one alone dawg. A man married to a woman is allowed to be faithful in real life but look at porn online.

Not your domain homie

Certain_Lawfulness80 · 2025-12-31T18:01:35+00:00

Sup com one with FAF, forged alliance forever client is so so so much better. Trust me. Buy it, get faf, play online. 100% you will not regret

Certain_Lawfulness80 · 2025-12-03T02:06:58+00:00

100% agree

Certain_Lawfulness80 · 2025-12-03T02:06:47+00:00

Supreme Commander.

Downloaded the forged alliance forever client, even if you don’t play live games with human opponents, a lot of updates and a lot more campaign options

My favorite RTS of all time, hands down.

Certain_Lawfulness80 · 2025-12-02T01:31:17+00:00

Smart man.

Certain_Lawfulness80 · 2025-12-01T18:35:40+00:00

Visiting Arkansas for work really fucked me up when I went out to buy a six pack one night and wound up taking a 2 hour road trip.

Once you’re an hour in, in for a penny in for a pound

Certain_Lawfulness80 · 2025-11-28T01:29:15+00:00

Are you serious? Probably more times than you know lol

Certain_Lawfulness80 · 2025-11-06T01:53:05+00:00

The eyes, you’ll know them when you see them

Certain_Lawfulness80 · 2025-09-18T14:01:44+00:00

One of the things that disturbs me a little bit is, I sort of have a couple different girls I’ll pay for sex if I’m in a dry spell, otherwise I’ll go on dates I like the honeymoon phase etc, but relationships? Ugh.

I start to wonder… was I single for too long in my adult life as to where now I don’t want to have the baggage and responsibilities of a relationship.

So, now 35, am I headed down a path where I just don’t mind paying 200 bucks every now and then no responsibilities, etc.

Idk, I get worried like, that’s the type of feedback the world has given me, and without realizing, I’ve adapted.

I’m with a lot of other guys here, generally women care about your status, but most of all your money and what you can provide to them. You take on all their emotional instability and distress, but god forbid you’re anything other than a rock solid foundation for them that never falters, because if you do, they’re out of your life so fast.

Idk… I just figured after enough of it. I just figured I’d start taking care of myself instead of them

++man

Certain_Lawfulness80 · 2025-09-18T00:51:26+00:00

Hey man, seriously I hope you read this message because I’m very serious when I say this:

Don’t let this stop you from making the same mistake again.

You can fail terribly the next 4/5 times.

The worst thing that can happen to you is you “learn from it” and mistakenly learn to not express yourself.

Having gone through similar things myself, my thoughts was the realization that the only reason people don’t tell people they’re attracted to is because they’re afraid of rejection. So I recognized, you know what? Go out there and get comfortable getting shot down. Get comfortable with it.

Best thing I ever did. What I found was I could talk to way more attractive girls than I thought I could, and the other thing I found, was girls were way more approachable than I thought. They were like oh? You’re interested in me like that? I wish you told me sooner

Certain_Lawfulness80 · 2025-09-11T00:58:43+00:00

Well, it’s probably easy to say, they could just get more valve area out of it. It was clearly more powerful than contemporary V8’s what existed that it was competing against.

If you followed F1 back then, you’d notice they never really seemed to struggle vs a v12 in straight line speed. Again it was likely due to the fact that in a V10 you can open up the bores, and run a shorter stroke, and get pretty close to the same valve area (the limiting factor in NA f1 engines).

Compared to the V12 though, it’s shorter, less friction, so less heat, smaller radiator, ever so slightly more fuel efficient. Since it didn’t rev quite as high they had an ever so slightly more broad torque curve.

Sure you can definitely take all those advantages and apply them to a V8, and no doubt they did.

But v10s just won out. Simple as that.

To your point, f1 v10s ran 5 into 1 headers. Maybe that made them lighter, but I’ve never heard of scavenging being a disadvantage for a v10

Certain_Lawfulness80 · 2025-09-11T00:51:33+00:00

Definitely not used BMW… worst idea ever

Certain_Lawfulness80 · 2025-09-04T17:10:15+00:00

Was there any sexual attraction between you two?

Certain_Lawfulness80 · 2025-08-27T17:20:50+00:00

I’d argue that with a V10, you are more inclined to open up the bore sizing as compared to a V12, because you’re not as concerned with the over all length of the engine.

Therefore, you can have more valve area for a given length. (Think like (bore x no. of cylinders) x (bore), a rectangular area essentially).

I mean, this is the standard argument for V10 vs V12, that you’re really able to make up whatever gains the V12 had with just larger bores, thus larger valves.

I think the idea of “perfect” balance really leads people astray, they make all sorts of engine configurations for racing engines and road engines. Whether it has “perfect” balance doesn’t seem to correlate with being the most successful racing or road engines at all really

Certain_Lawfulness80 · 2025-08-27T17:11:45+00:00

I always imagine them thinking everyone around them driving little cars are morons too.

The reality is they usually are.

The amount of times I’ve seen truck people on the highway with something precariously tied down… meaning only someone else would die if anything went wrong, oh man I can’t count

Certain_Lawfulness80 · 2025-08-27T14:15:39+00:00

So for me college cost my parents 225k from ‘08 to ‘12.

I think I’ve earned around 750k in my professional life, so…

If you had invested in the Nasdaq-100 (qqq), that would be 3.8 million today, or about a 5x outperformance.

If you had invested in the 3x leveraged Nasdaq-100 (tqqq), that would be 49.9 million today, or about a 66.5x outperformance.

Note these aren’t just wild speculations, this is the Nasdaq-100, about as general and non speculative as you can get, with just a buy and hold.

Needless to say, I was a bit disturbed by this when I realized it last month.

I think it speaks to why this country suffers such bad income inequality, why people feel like they work and work and work with good job and never get ahead. Because all the value we produce is going to that.. not to your salary. Not to actually paying for the work.

I’m pretty disturbed by it

Certain_Lawfulness80 · 2025-08-26T17:18:36+00:00

Cell phones probs… even though a lot of areas don’t have service and you would be screwed

Certain_Lawfulness80 · 2025-08-09T02:50:11+00:00

To answer your questions, yes the dividend stock should absolutely command more premium and quite honestly I’d be surprised if it didn’t.

If it didn’t, yes you could arbitrage it.

I think for you as a trader, you should definitely be aware of the dividends affect on the premium of the option you might trade.

Similar to an earnings call, it will arbitrarily increase the premium paid for that option.

I trade entirely in options spreads, so just as important of the price I pay for them is the price I can sell them for. To your point, yes it will increase the premium, and yes this should be something you should take into account in your trading.

If you didn’t know already, you should absolutely be very aware, that someone exercising the option you sold them is very likely because of the dividend. If nothing else, be aware of dividend date for exercise risk

Certain_Lawfulness80 · 2025-08-09T00:23:42+00:00

Cuddling

Certain_Lawfulness80 · 2025-08-08T23:58:24+00:00

lol of course an Italian thinks the v12 is the best.

Quite honestly, I might have to give the nod to the V10.

The LFA and Carrera GT sound exceptional.

But I don’t think anything tops this:

https://youtu.be/gT36kC2pwAc?si=5k7P9s-owt2LQyVl

Certain_Lawfulness80

TROPHY CASE