Money & Economics
- Thread starter bigredfish
- Start date
Hey I actually read one of your thousands of post...
, just kidding, but this old uneducated brain can only handle so much these days...One question, since AI kinda reminds me of the Blue Chip movement back when it started, except AI is actually a physical asset with all of it's hardware, not like Google and others that were way over valued and had no physical assets that matched it's value.
Where do you see AI making it's money/value in the future? Google and others like it surprised the heck out of me how they saw the future that many did not see. A search Engine that became so popular that companies paid top dollar to be seen first when people searched. Wow
Guess it is just hard for me to believe all these large companies are investing in AI to only get low returns in the future. Maybe I need to think of it like a manufacturing plant that gets built and is in the red for many years but dominates profit in the future...
This free push of AI is to get us all hooked so we will pay for it in the future and not be left behind? Or something like that. Or is it like Elon said where it controls almost every aspect of our life in the future. I just saw where he lost the ChatGPT case.
Gotta go, the wife is calling for me. Honey-Dos
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Like Dotcom, there will be a few winners and many, many losers.
AI will largely be commoditized.
The money for the winners will be similar to Google, not fees paid by you, but .Gov contracts and “free” use in return for knowing what time you drink your coffee, what time you take a shit, how long you were in there, and adjusting your social credit score to coincide with whether you watched reruns of Lassie or midget porn
AI will largely be commoditized.
The money for the winners will be similar to Google, not fees paid by you, but .Gov contracts and “free” use in return for knowing what time you drink your coffee, what time you take a shit, how long you were in there, and adjusting your social credit score to coincide with whether you watched reruns of Lassie or midget porn
mat200
IPCT Contributor
- Jan 17, 2017
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When this house of cars crashes .. it's gonna hurt
mat200
IPCT Contributor
- Jan 17, 2017
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Trump Bought Eli Lilly Two Days Before Medicare GLP-1 Deadline. Here's the Full Timeline.
May 19, 2026 #signalvsnoise #elililly #glp1
The same disclosure that showed Intel and AMD purchases before China export approvals now has another sequence worth examining. Seven Eli Lilly purchases between January and March. Two days after the first purchase, the Medicare GLP-1 pilot application deadline. Then the FDA crackdown on compounded alternatives. Then Trump RX directing patients to Lilly's own products. Then the fastest obesity drug approval in FDA history.
This video from tastylive examines the sequence of stock purchases involving Eli Lilly made by former President Donald Trump between January and March, exploring the potential correlation between these trades and major policy or regulatory milestones in the GLP-1 obesity drug market (0:00–0:39).
Key takeaways from the report:
May 19, 2026 #signalvsnoise #elililly #glp1
The same disclosure that showed Intel and AMD purchases before China export approvals now has another sequence worth examining. Seven Eli Lilly purchases between January and March. Two days after the first purchase, the Medicare GLP-1 pilot application deadline. Then the FDA crackdown on compounded alternatives. Then Trump RX directing patients to Lilly's own products. Then the fastest obesity drug approval in FDA history.
This video from tastylive examines the sequence of stock purchases involving Eli Lilly made by former President Donald Trump between January and March, exploring the potential correlation between these trades and major policy or regulatory milestones in the GLP-1 obesity drug market (0:00–0:39).
Key takeaways from the report:
- The Timeline of Purchases: Trump made seven separate purchases of Eli Lilly stock totaling approximately $680,000 during the first quarter. The first purchase occurred on January 6th, just two days before the Medicare application deadline for a GLP-1 pilot program (0:39–1:13).
- Policy and Regulatory Milestones: The video outlines a series of events that benefited Eli Lilly, including the Medicare coverage expansion, an FDA crackdown on compounded GLP-1 alternatives, the launch of Trump RX directing patients to Lilly products, and the record-fast approval of the drug Poundo (1:13–2:43).
- Market Divergence: While Eli Lilly outperformed expectations and provided optimistic guidance, competitors like Novo Nordisk guided down, leading observers to question whether the regulatory developments and trading activity were mere coincidence (2:57–3:38).
- Management of Trades: The filing notes that four of the seven purchases were marked as "unsolicited," and the Trump organization maintains that independent brokers manage the accounts without family direction (3:38–4:18).
- Broader Pattern: The segment notes similar timing patterns observed in previous filings regarding Intel, AMD, Palantir, and Nvidia, leading to questions about whether these trades reflect unique insight or access to information (4:49–6:04).
Clear explanation on the 10Yr Bond and why its making a lot of people very nervous
Yeah, remember reading in one of the other AI Threads a member here uses AI now instead of humans, he said 24/7 work, no paid holidays, no time off, no complaints, no sick time, to name a few.
Students are not happy...
mat200
IPCT Contributor
- Jan 17, 2017
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US Oil .. presenter believes
DUC Inventory Explained: The Real Limit on U.S. Oil Supply
Eckard Enterprises | Oil & Gas Investing
May 1, 2026
In this video, Troy W. Eckard breaks down drilled but uncompleted wells and how they have played a critical role in U.S. oil supply over the last decade. As the industry built up a large inventory of DUC's, operators were able to quickly bring production online without drilling new wells, supporting growth in U.S. oil output.
This video, presented by Troy W. Eckard, explains the significance of Drilled but Uncompleted (DUC) wells and how their depletion signals a structural tightening in U.S. oil supply.
- The U.S. has plateaued at approximately 13.5 million barrels per day.
DUC Inventory Explained: The Real Limit on U.S. Oil Supply
Eckard Enterprises | Oil & Gas Investing
May 1, 2026
In this video, Troy W. Eckard breaks down drilled but uncompleted wells and how they have played a critical role in U.S. oil supply over the last decade. As the industry built up a large inventory of DUC's, operators were able to quickly bring production online without drilling new wells, supporting growth in U.S. oil output.
This video, presented by Troy W. Eckard, explains the significance of Drilled but Uncompleted (DUC) wells and how their depletion signals a structural tightening in U.S. oil supply.
Key Takeaways:
- What are DUCs? (0:42-1:25): DUCs are wells that have been drilled but not yet hydraulically fractured or turned online. Historically, companies drilled these to secure land leases and build an inventory of "low-hanging fruit" that could be quickly activated to boost production.
- The Rise and Drawdown (1:25-2:48): Between 2014 and 2019, the industry built a massive inventory of over 10,000 DUCs. During the post-COVID recovery, operators relied on this backlog to ramp up production rapidly without needing to drill new, expensive wells (3:32).
- The "Hay in the Barn" Problem (4:18-5:05): Eckard argues that the remaining DUC inventory is misleading. He estimates that 3,500 to 4,000 of the roughly 6,000 remaining DUCs will never be completed because they were drilled with outdated techniques, have short laterals, or are no longer economically viable under today's high-cost completion standards.
- Future Outlook (6:35-8:00): The U.S. has plateaued at approximately 13.5 million barrels per day. With the DUC buffer depleted, fewer active rigs, and capital constraints, maintaining production levels is becoming increasingly difficult. Eckard suggests that without sustained higher oil prices (suggesting 90/barrel), the industry lacks the incentive to drill the new wells required to offset the natural decline of existing production.
Walmart Tumbles On Disappointing Guidance, Warns Low-Income Consumers Drowning
www.zerohedge.com
Walmart Tumbles On Disappointing Guidance; Warns Low-Income Consumers Drowning, High Fuel Costs Will Hit Profit<!-- --> | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
Camping World $CWH expected to file Chapter 11 bankruptcy with $3.5 billion of unpayable debt.
West Marine (one of largest boat suppliers in US) just filed Chapter 11 bankruptcy today holding over $1 billion in debt.
RV and Boat Bankruptcies. The signs are clear.
West Marine (one of largest boat suppliers in US) just filed Chapter 11 bankruptcy today holding over $1 billion in debt.
RV and Boat Bankruptcies. The signs are clear.
As predicted many pages ago..
SpaceX, OpenAI, and now Anthropic all racing to get IPOs done.
They need your liquidity, and they know time is short before the economy falls
SpaceX, OpenAI, and now Anthropic all racing to get IPOs done.
They need your liquidity, and they know time is short before the economy falls
Gosh, remember when retail investors complained about access/limits on available IPO shares... I'm sure all of these IPO offerings will be widely available to the common man.
Another day, another lie from thje Trump administration for the imbeciles that only get their news from Faux and never hear the truth..
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VP Vance also asked triumphantly in a Monday speech: "How is it that we've seen the biggest growth in manufacturing employment last quarter that we have seen in this country since Donald J. Trump was president the first time?”
We...have not seen that. There were bigger gains in manufacturing employment in six of the Biden administration's seven full quarters in 2021 and 2022. (And two of those quarters came after the economy had already gotten back to its pre-pandemic level of manufacturing employment.)
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VP Vance also asked triumphantly in a Monday speech: "How is it that we've seen the biggest growth in manufacturing employment last quarter that we have seen in this country since Donald J. Trump was president the first time?”
We...have not seen that. There were bigger gains in manufacturing employment in six of the Biden administration's seven full quarters in 2021 and 2022. (And two of those quarters came after the economy had already gotten back to its pre-pandemic level of manufacturing employment.)
Fact check: Vance touted a rebound in manufacturing jobs. The US is down 77,000 this term
mat200
IPCT Contributor
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Having a couple of Schwab accounts, I'm going to sign up just to get a peek at the offering.
I doubt I'll buy and may not even get the chance.
Moonshot or Dud? Won't likely know for 5-10 years
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I just spoke with Charles Schwab about the @SpaceX IPO.
Schwab is one of a handful of brokerages selected by SpaceX to allocate IPO shares to retail investors.If you have an account with Schwab, here’s how to prepare for the SpaceX IPO:
1) You first need to opt into IPOs from the Trade > IPOs page on Schwab's website.
2) After you've opted in and the IPO shows on the page, you can submit an Indication of Interest. The indication of interest will be able to be submitted when the Roadshow period begins for the stock. This is currently expected to be early June.
3) You need to have minimum $100,000 in total balance to be eligible to participate in the SpaceX IPO share allocation.Schwab still doesn't know how many shares will be allocated to their brokerage at this point since SpaceX will be the one to decide that in the coming weeks. Just be prepared to check back on the IPO section of Schwab's website. Additional info will come later.
Lastly, don’t be surprised if you receive fewer IPO shares than you requested (if any at all). Demand for the limited number of available IPO shares will almost certainly be extremely high, and these participating brokerages will only get a certain sized allocation of shares to offer to retail investors, so it'll likely be tough to accommodate everyone. The best thing you can do is to just be prepared.
Note: SpaceX specifically stated in their S-1 filing that any purchase of their Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, which means any retail investors that are lucky enough to get allocated some SpaceX IPO shares will pay the same price as the big guys.
I doubt I'll buy and may not even get the chance.
Moonshot or Dud? Won't likely know for 5-10 years
===================
I just spoke with Charles Schwab about the @SpaceX IPO.
Schwab is one of a handful of brokerages selected by SpaceX to allocate IPO shares to retail investors.If you have an account with Schwab, here’s how to prepare for the SpaceX IPO:
1) You first need to opt into IPOs from the Trade > IPOs page on Schwab's website.
2) After you've opted in and the IPO shows on the page, you can submit an Indication of Interest. The indication of interest will be able to be submitted when the Roadshow period begins for the stock. This is currently expected to be early June.
3) You need to have minimum $100,000 in total balance to be eligible to participate in the SpaceX IPO share allocation.Schwab still doesn't know how many shares will be allocated to their brokerage at this point since SpaceX will be the one to decide that in the coming weeks. Just be prepared to check back on the IPO section of Schwab's website. Additional info will come later.
Lastly, don’t be surprised if you receive fewer IPO shares than you requested (if any at all). Demand for the limited number of available IPO shares will almost certainly be extremely high, and these participating brokerages will only get a certain sized allocation of shares to offer to retail investors, so it'll likely be tough to accommodate everyone. The best thing you can do is to just be prepared.
Note: SpaceX specifically stated in their S-1 filing that any purchase of their Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors, which means any retail investors that are lucky enough to get allocated some SpaceX IPO shares will pay the same price as the big guys.