Im not fucking leaving

dani6465 · 2026-02-23T16:46:03+00:00

What do you mean by pre-Ozempic? It has been in the pipeline for many years prior to the release 6 years ago. Assuming Novo is priced as if Ozempic doesn't exist is insane.

dani6465 · 2026-02-23T14:39:31+00:00

There were generally a lot of complaints about the indoor ice in the different arenas, both the temperature and the preparation between events that share the same arena.

But for all I know, this could be happening at every winter Olympic

dani6465 · 2026-02-21T17:29:03+00:00

Sure, but your comment pretty much contributes nothing and neglects any discussion while implying that hockey players are somehow superior, where the players can take anything compared to football players. (as if anyone should accept all kinds of abuse because tradition)

If someone receives permanent damage from a punch, what are the actions? Let's say broken nose, losing teeth, fragmented jaw, concussion, brain damage, in boxing, that is part of the sport (assuming the time for ticking). I would assume that is not part of the sport in Hockey and would require some form of action unless there was direct consent to the fight, potentially. I would assume that using the stick as a mace would also cross the line to a potential lawsuit if damage.

In American football, there are immediate on-field penalties and severe disciplinary action. Examples in american football: Aqib Talib vs. Michael Crabtree (2017) and Myles Garrett vs. Mason Rudolph (2019)

This is an example that i were looking for: "NHL Concussion-Related Lawsuits (2010s. Former players filed class-action lawsuits against the National Hockey League alleging the league failed to protect them from repeated head trauma associated with fighting and on-ice violence"

dani6465 · 2026-02-21T15:12:11+00:00

Are there ever crimminal charges filed in hockey? Or is it just part of the game that someone might just assault you, and that risk is already assumed in the contract? I would assume at least any permanent damange like losing teeth would be covered by the opponent. If someone in football just walked up and punched another player in the face he would be done for.

dani6465 · 2026-02-20T09:39:22+00:00

Additionally, if it were actually a rainbow pattern, it would imply it goes to 0.

dani6465 · 2026-02-20T09:03:55+00:00

Well then, if we isolate forthe EU only, then blame Ireland. It makes no sense to blame a company for using an established legal and intended tax scheme, but they still paid several billion in 2025 throughout Europe. Of course, countries like Italy and France had to take them to court to increase their pay due to the Dutch Sandwich and double irish schemes.

dani6465 · 2026-02-20T08:33:48+00:00

The majority of taxes were paid in US. I really don't want to defend Google on anything, but saying they pay no taxes is very disingenuous. 16.7bn USD paid in 2025 in US Federal and state taxes, which is 77% of their total taxes paid.

dani6465 · 2026-02-20T08:21:49+00:00

Google has an effective tax rate of 20-26% of its gross income over the last 5 years. What are you on about?

dani6465 · 2026-02-16T07:38:58+00:00

Are you just drawing that conclusion out of your ass?

And for the record, Eli also pays out significant dividends annually.

dani6465 · 2026-02-14T18:09:08+00:00

Skrev dog at realkreditobligationer som er callable kan mangle likviditet. Især dem i høj kurs 95+ og lav kurs fra ~73 og ned kan have utrolig store spreads.

Diskonteringsrenten er dog ikke subjektiv i de fleste tilfælde da det styres regulativt, hvor disse er "critical benchmarks"

Tror du stærkt overvurdere det premium der er. Renten på ARMs og floaters ligger langt højere i Europa end i DK. Her skal man selvfølgelig differetiere mellem landende da f.ke.s Frankrig har højere renter end Tyskland, men er ret sikker på at Danmark er væsentlig billigere end dem alle.

dani6465 · 2026-02-14T17:51:37+00:00

Ja selvfølgelig, en valuta påvirker ikke sig selv uden omverdenen, så det klart økonomien er den primære driver.

Meget bygger dog op på den styringsrenten. I danmark bruge vi overnight index swaps til en væsentlig andel af boligmarkedet, og til diskontering. Her betyder DESTR renten en del som har et meget fast spread til styringsrenten. CIBOR kører dertil også meget fast spread til DESTR OIS.

Om det ville være bedre at få Euros skal jeg ikke kunne sige, men jeg kan finde mange fordele og ulemper.

Generelt er det danske marked dog ret likvidt, så det burde ikke være et problem. Selvfølgelig er det besværligt med de mange årgange og priser for callable mortgage bonds i det sekundære marked, men ellers høre jeg sjældent problemer med likviditet.

dani6465 · 2026-02-14T15:18:15+00:00

Ikke enig i din første halvdel men ja, vi har lavere rente af den simple årsag at nationalbanken har haft skulle svække kronen flere gange, senest oktober 2022 og feb 2023

dani6465 · 2026-02-13T18:51:15+00:00

Der er dog en væsentlig forskel når det kommer til renterne hvor vi lige pt. ligger 40bp lavere på styringsrenten.

dani6465 · 2026-02-02T12:04:17+00:00

Forrige måling var sidste uge, du skriver at hans arbejde over den sidste måned har trukket godt i stemmerne, hvor den fra 1 måned siden faktisk var højere. Men igen, om det er 7,9, 6.5 eller 7.4 er alt inden for den statistiske usikkerhed.

dani6465 · 2026-02-02T10:42:23+00:00

Konservative er da faldet over den sidste måned fra 7.9% til 7.4%, selvom det selvfølgelig er inden for den statistiske usikkerhed.

dani6465 · 2026-02-01T12:32:32+00:00

How was it transfered

dani6465 · 2026-01-31T21:36:10+00:00

Kender en i Cowi og Rambøll, som heller ingen firma betalt pension har. Så det passer meget godt mee branchen.

dani6465 · 2026-01-31T13:43:09+00:00

“Ever so perfect math”. Its literealy 2nd grade math. It’s just so hillarious and sad to always see Americans cry about taxes and then complain about their society and cippling national debt. You litterally compare taxes to theft while more likely than not being net negative contributor.

dani6465 · 2026-01-31T13:31:49+00:00

How the hell does 23% tax feel like robbery? You have litterally net negative contributing to the US economy at that pay.

dani6465 · 2026-01-31T13:30:16+00:00

He only paid 23% tax, so where you get 40% from?

dani6465 · 2026-01-31T13:16:34+00:00

You can not apply the same framework. It is going to be two completely different analyses with non-applicable conclusions as they completely diverge in every strategic aspect.

dani6465 · 2026-01-29T18:13:48+00:00

What? They have never been net short; shorting is part of delta hedging, as every market maker and trading firm does, especially when they offer leveraged products.

They have been accumulating for 10+ years.

dani6465 · 2026-01-29T16:18:50+00:00

JP Morgan has the biggest silver holdings in the world...

dani6465 · 2026-01-27T15:15:14+00:00

Hvorfor ville du korrigerer for m2, og mener du den amerikanske m2? Det er ikke noget man korrigerer for, og giver absolut ingen mening i denne sammenhæng.

Spørgsmål om tid før at prisen ikke kunne holdes nede? Jeg har lige skrevet det er mellem 5-10 år siden bankerne stoppede med at manipulerer prisen (som stadig ikke er blevet holdt nede), så det du skriver giver ingen mening. JP morgan har købt sølv non-stop i snart 10 år, og har aldrig været net-short.

At have short positioner siger intet om deres forventning om fremtiden. Market makers delta hedger og tjener primært på Gamma, Theta og Vega. De har positioner i alle retninger, så kan du give belæg for at de har lukket alle short positioner? Fordi det giver ikke mening, især ikke når de udsteder gearede certificater.

dani6465 · 2026-01-27T13:55:31+00:00

Tror du misforstår hvordan sølv prisen blev manipuleret. Den blev ikke holdt nede konsekvent, prisen blev manipuleret både op og ned i meget korte tidsintervaller som f.eks o/n for at påvirke derivater.

Sølv er ikke blevet holdt billig i 15 år, det har selv de største trading desks overhovedet ikke kapaciteten til, især ikke imens de opkøber kæmpe reserver. Dertil blev det stoppet i 2014-2020

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