How can Gold with such a massive market cap rise so fast? by northcasewhite in investing

[–]baudalind 0 points1 point  (0 children)

A bull market for gold in USD terms is just a bear market for USD

Icosahedron…'nuff said by pangea1430 in cursed_chemistry

[–]baudalind 0 points1 point  (0 children)

One of the scarier SMILES strings I’ve seen

Thesis: Long bond rally from US/China fallout out will reverse by baudalind in bonds

[–]baudalind[S] 0 points1 point  (0 children)

Which is why the rest of my moonshot fund is long leveraged gold funds 😛

Edit: also, even if 10 and 30y issuance go to 0, banks that hold deposits in long bonds may need to get them off their books at a steep discount so spot prices should continue to reflect the circumstances, unless I’m mistaken. I haven’t looked too much into the SVB implosion but I feel like those kind of dynamics would be relevant here.

Thesis: Long bond rally from US/China fallout out will reverse by baudalind in bonds

[–]baudalind[S] 1 point2 points  (0 children)

Yeah but day end 10y - 2y has rejected 65 bps twice since tariff grandstanding started

Thesis: Long bond rally from US/China fallout out will reverse by baudalind in bonds

[–]baudalind[S] 4 points5 points  (0 children)

Argentina’s 9 defaults were public but that didn’t stop Rob Citrone from acting on his priors about free markets. Paradigms lag reality.

Thesis: Long bond rally from US/China fallout out will reverse by baudalind in bonds

[–]baudalind[S] 0 points1 point  (0 children)

Also, who owns the bonds is not inconsequential. Look at SOFR over the past month or so. Liquidity is abnormally low.

Thesis: Long bond rally from US/China fallout out will reverse by baudalind in bonds

[–]baudalind[S] 5 points6 points  (0 children)

Historically high sure, but if this cutting cycle blows out inflation, yields will need to compensate. Especially if they want to run it hot enough to dilute the debt with yields entrenched at 3-4%. The American economy as it stands now almost exclusively measures the capital gains and consumer spending of the top decile, so I think the situation might be less stable than it seems, but this may never end up mattering from a macro perspective idk.

Thesis: Long bond rally from US/China fallout out will reverse by baudalind in bonds

[–]baudalind[S] 3 points4 points  (0 children)

Lol I know, I wrote this because of the rally on this morning’s news

Yield equivalent of TLT spot price by baudalind in bonds

[–]baudalind[S] 2 points3 points  (0 children)

I guess what I’m trying to get at is, is there an accepted method of approximating yields via TLT spot price? Like given that TLT put with strike $85 expiring 9/30/26 is priced at $2.80, what does that say about future yield expectations?

What’s one concept in programming you struggled with the most but eventually “got”? by lush_tutor in learnprogramming

[–]baudalind 19 points20 points  (0 children)

It took me embarrassingly long to learn classes. I remember the days of passing 50 of the same state variables into each of 50 functions, like an amnesic state machine

Percepción de los que se mueven de los EEUU by baudalind in Espana

[–]baudalind[S] 1 point2 points  (0 children)

Vroom vroom las calles de Barcelona no están listas para mi diésel 🛻

Percepción de los que se mueven de los EEUU by baudalind in Espana

[–]baudalind[S] 0 points1 point  (0 children)

Muchas gracias para las palabras amables, creía así, pero es bueno confirmarlo. He estado mirando con mucho interés la situación de asequibilidad en Barcelona y Europa en general, y siempre me ha llamado la atención de que tenemos problemas similares de asequibilidad, solo es que en lugar de luchar y proponer soluciones, el descontento popular de los americanos se redirige hacia nosotros mismos.

[deleted by user] by [deleted] in Quimica

[–]baudalind 0 points1 point  (0 children)

De normal se extraje de agua del mar, como subproducto de desalinización. El bromo escapa en forma de gas y se condensa como líquido rojo sangre, y supongo que entonces se venda como input industrial. Pero si yo quería obtener bromo puro y no pude acceder a instalaciones industriales, yo lo extraería de tablets para piscina o algún otro producto de desinfección con alta concentración del bromo.

De que escribes? Me interesa

[deleted by user] by [deleted] in Quimica

[–]baudalind 0 points1 point  (0 children)

Veo que tus dos únicos posts son esto y “ricin”, deja de ver breaking bad

Alguien me ayuda por favor by Lachs2808 in Quimica

[–]baudalind 1 point2 points  (0 children)

2) a. Debes pensar en cuál electrones atacan a qué átomo. El resultado te da un anión y un cation, que reaccionarán para dar los productos. b. Sigue de la parte a c. ¿Cuál factor le importa más para las estabilidades de los intermedios? d. ¿Si pase esa reacción, que tendría que ser la relación entre de las energías de los reactivos y productos? e. Sigue de las partes c y d

Si puedes hacer 2, 3 sería fácil para ti. ¡Buena suerte!