@CurtisCarson50 @santiagotheory @LynAldenContact Your view is that most companies have 10-30% operational savings opportunities just sitting there currently but will only realize this after tariffs start to pressure margins?
@CurtisCarson50@Bfklin@LynAldenContact Even if we assumed consumers would maintain spending at current levels entirely via shifting to previously cheaper products, I don’t see how that is possible for some products
@ArmandDoma Tho depending on spreads on the other contracts could neg risk convert into that to get cheaper position in another candidate if u wanted to bet on them
@_space_punk_@Michael_Druggan@TMLutas I don’t want either of those - but do you not think it would improve your quality of life if you were able to have a more regular sleep schedule at some point? Getting my ADHD treated was immensely helpful for me even if there’s nothing wrong with me untreated
@_space_punk_@Michael_Druggan@TMLutas That sucks sorry to hear that. I take Adderall for my ADHD so was curious if stimulants could help here. Hopefully they develop something that can help you at some point.
@IndiaWarMonitor I mean seems most likely outcome is the pilot did in fact cut off the fuel. The fuel switches were cut off 1 after the other with about 1 second between them similar to if someone had cut them off combined with the other pilot asking why he cut them off
So there was pretty much a guaranteed bet returning 4% in like 2-3 days so most of the large accounts were putting most of their account into that which reduced incremental Mamdani buying and likely caused some selling of Mamdani. That bet has just resolved and so now the money from that isn’t locked up it is going back into Mamdani and bringing the odds up