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So apparently OP only has $280k in treasuries plus a paid off trailer?
| cowgod | 09/19/26 |
| autadmit twitter account | 09/19/26 |
| Diamond Dallas Chad | 09/19/26 |
| dont run libs the crystal wardens see you | 09/19/26 |
| cowgod | 09/20/26 |
| Oh, you travel? | 09/20/26 |
| CriminalConversation | 09/19/26 |
| Oh, you travel? | 09/20/26 |
| g*vt c*cksucker | 09/20/26 |
| cowgod | 09/20/26 |
| Oh, you travel? | 09/20/26 |
Poast new message in this thread
Date: September 19th, 2026 10:39 PM Author: cowgod https://www.reddit.com/r/leanfire/comments/1wkyv08/comment/pauwgiu/?screen_view_count=2 (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144686) |
Date: September 19th, 2026 10:40 PM Author: autadmit twitter account (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144689) |
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Date: September 19th, 2026 11:42 PM Author: Diamond Dallas Chad You have a $220 million game made by 1,700 people across six countries running on technology that can individually render the pores in a man's nose, and the mechanical innovation is still hold L2 for Detective Vision and follow the yellow line. The horse has realistic testicle thermodynamics. The game has nothing to say. Every risk has been professionally identified and professionally removed. Every strange mechanic fails usability testing, every abrasive character gets focus-grouped into a companion, every climbable ledge gets yellow paint, every puzzle has an NPC who starts explaining it after twelve seconds because somebody has a dashboard showing confusion hurts retention. The player cannot be lost, bored, confused, offended or briefly uncertain where the ladder is, but may spend seventy hours clearing identical map icons. This is called respecting your time. (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144747) |
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Date: September 19th, 2026 11:46 PM Author: dont run libs the crystal wardens see you (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144752) |
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Date: September 20th, 2026 8:16 AM Author: cowgod (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144934) |
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Date: September 20th, 2026 8:38 AM Author: Oh, you travel? ( ) (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144942) |
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Date: September 19th, 2026 11:44 PM Author: CriminalConversation "OP's a **little bit** infamous on this subreddit." (Emphasis added).
Sounds like you need to keep putting in the work. |
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Date: September 20th, 2026 8:41 AM Author: g*vt c*cksucker bad at math hehe (http://www.autoadmit.com/thread.php?thread_id=5905304&forum_id=2\u0026mark_id=5309775#50144946) |
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Date: September 20th, 2026 8:41 AM Author: cowgod If I buy a 3% coupon Treasury at 92 because market yield is 4.4%, part of my return is coupon and part is pull-to-par/discount accretion. If I buy an old 6% coupon at 108, the excess premium amortizes away as the bond converges to 100 at maturity. That is why YTM, not coupon, is the relevant yield measure. So if nominal yields remain elevated as tranches mature, I recycle principal into higher-yielding paper. If we get a proper risk-off dislocation and ERP finally stops being a Joke, some of that released principal can rotate into stocks instead. It is a rolling term structure with reinvestment optionality attached to a very low liability base, not a static pot of 2026 dollars being slowly eaten by groceries. Even if you are Bald and majored in liberal arts, the core point is not difficult: it’s a fucking ladder, OYT. |