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Gentlemen, we are in a recession (of cardboard boxes) https://www.freightwaves.com/news/cardboard-box-demand-plunging-at-rates-unseen-since-the-great-recession 
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Jun 7, 2023 15:58
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UnfurledSails posted:Gentlemen, we are in a recession (of cardboard boxes) Guess the bigwigs down at the box factory aren’t doing so well.
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Jun 7, 2023 16:15
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I needed to get some TV moving boxes from Uhaul, and they sat on the order then said they're no longer offered. The box recession is real! I had to pay twice the Uhaul price for the Lowes equivalent.
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Jun 7, 2023 16:19
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Rare contrarian day for the market. Big tech down, small caps and energy up.
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Jun 7, 2023 17:37
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Might not be a recession indicator, last thing I ordered just had a label slapped on it. I guess that's definitely greener, we don't need 4 layers of cardboard on everything.
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Jun 7, 2023 18:11
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Also I think cardboard is getting more expensive.  It's almost as though manufacturers respond to price pressure
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Jun 7, 2023 18:20
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I’m surprised Amazon doesn’t use reusable totes. Should be much better for me sick of busting down those boxes into the recycling
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Jun 7, 2023 18:44
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Baddog posted:Might not be a recession indicator, last thing I ordered just had a label slapped on it. I guess that's definitely greener, we don't need 4 layers of cardboard on everything. Two different packages for my wife arrived not long ago, both in that alarmingly durable white plastic bag amazon has been using. Further upthread someone quotes amazon having 30% of the retail market share, and pretty sure that bag has printed on it "this bag generates 90% less waste (and costs half as much)!" or something. Also mortgage originations are at a 20 year low so people might be moving less. Our most recent move consumed ~180-200 boxes
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Jun 7, 2023 19:23
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I'm gonna take a wild guess and suggest that product packaging and shipping consumes at least two, maybe three or four orders of magnitude more cardboard than people moving house.
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Jun 7, 2023 19:52
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Probably two. It's still a very reliable part of the baseline
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Jun 7, 2023 20:06
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Baddog posted:This is actually pretty Incredible. This is nuts to me I had no idea it was that high. I was actually really down on Amazon recently because IMO the shopping experience has become so bad, but man I dunno, given that number, maybe I'm a lunatic and should reconsider my stance on them.
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Jun 9, 2023 05:31
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Elephanthead posted:I’m surprised Amazon doesn’t use reusable totes. Should be much better for me sick of busting down those boxes into the recycling I like Amazon boxes for the garden, they have as little tape and labeling as possible so it’s easy to use them to block out weeds or grass.
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Jun 9, 2023 05:35
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Where the hell are we headed with the VIX this low?
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Jun 10, 2023 20:25
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Leperflesh posted:21% of commercial mortgages does not mean 21% of the total net value of all commercial mortgages: it could be (probably is) a number that skews towards some market segments more than others. So we cannot even use that "very simplified math" to infer that the overall market should be down that same 21% in market value, e.g. loss of dollar value across the whole commercial RE mortgage market. Brookfield starred to default on some mortgages on high end buildings last month because it’s not worth it for them anymore
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Jun 10, 2023 20:36
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Agronox posted:does anyone in this thread trade stocks anymore I'm buying some TGT on Monday
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Jun 11, 2023 01:41
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Femtosecond posted:Where the hell are we headed with the VIX this low? https://bfy.tw/Szrv
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Jun 11, 2023 01:57
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Femtosecond posted:Where the hell are we headed with the VIX this low? https://i.imgur.com/Nkhk7i0.gifv
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Jun 11, 2023 02:19
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lol that was the thing that popped into my head
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Jun 11, 2023 04:30
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Glencore just wants to buy the coal mines for Teck now, my position will final pay off.
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Jun 12, 2023 02:34
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Hi, invite to BFC discord? My stock picks for this week is simply buying calls. I say having closed all my longs.
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Jun 13, 2023 16:32
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Power of Pecota posted:I'm buying some TGT on Monday Did you follow through? Up from 125 -> 133 in just the 2 days since
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Jun 15, 2023 03:30
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that's a recovery for ants. I want 160 minimum
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Jun 15, 2023 03:52
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Toalpaz posted:Hi, invite to BFC discord? https://discord.gg/m88ZjWQy
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Jun 15, 2023 04:15
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Money losing fast casual restaurant CAVA +99% on IPO day Picked a pretty good week to IPO apparently
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Jun 15, 2023 22:32
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If the market continues its run today, I will break even on the money I parked in VTSAX 2 years ago because it “wasn’t doing anything in my bank account.” So buy puts and get ready for freefall, you’re welcome.
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Jun 16, 2023 13:28
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https://twitter.com/InvestRoiss/status/1670219688041693184?s=20 good thread here, quality advice
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Jun 18, 2023 01:53
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Elysium posted:If the market continues its run today, I will break even on the money I parked in VTSAX 2 years ago because it “wasn’t doing anything in my bank account.”
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Jun 18, 2023 11:30
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Market seems frothy. Bought some t-bills expiring in 4 months at 5.3% yield. Buy t-bills in
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Jun 21, 2023 16:16
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Powell was talking this morning, that'll always get the market to whip around a bit.
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Jun 21, 2023 16:24
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T-bills are great, I've been putting all of my short-term cash savings into staggered 4-week T-bills. 5% and change yield and no state taxes.
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Jun 21, 2023 19:03
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Shear Modulus posted:T-bills are great, I've been putting all of my short-term cash savings into staggered 4-week T-bills. 5% and change yield and no state taxes. tax equivalent yield on the last one I bought was nearly 6% 
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Jun 21, 2023 19:36
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Shear Modulus posted:T-bills are great, I've been putting all of my short-term cash savings into staggered 4-week T-bills. 5% and change yield and no state taxes. Very stupid question: How do you buy these? On Treasury Direct or through a brokerage?
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Jun 21, 2023 20:19
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I buy them in my brokerage account on Fidelity. They're probably be under "fixed income" or "individual bonds" or something similar on your brokerage. Then you have to find the page to buy new T-bills at auction instead of off the secondary market. The bond interface is a lot clunkier than the one for equity trading. I think Treasurydirect is probably simpler but I haven't used it for anything but I-bonds.
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Jun 21, 2023 20:27
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MetaJew posted:Very stupid question: How do you buy these? On Treasury Direct or through a brokerage? Both are possible. Buying in a brokerage is advantageous because you can sell on the secondary market, and you are probably already getting a tax document from them, so its one less thing to look at when doing taxes. Buying on TreasuryDirect is advantageous because they have good autorolling ability, and you can schedule purchases for future auctions.
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Jun 21, 2023 20:50
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Any ideas if I can buy these through Ally Invest? I have no idea what to look for on there. I suppose I could also buy them on E-Trade but I've got a bunch of cash sitting in the high yield savings account
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Jun 22, 2023 02:00
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MetaJew posted:Any ideas if I can buy these through Ally Invest? I have no idea what to look for on there. Ally says bonds are available which almost certainly includes treasuries, but there is a fee E-trade possibly also has a fee (maybe not for auctions / new issues) Depending on how short term you buy, those fees could eat up a lot of your interest. So... maybe just use $SGOV?
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Jun 22, 2023 02:41
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Need to lock in some more very near risk free 5% for as long as possible. Should have put more in those Schwab CDs.
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Jun 22, 2023 03:06
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I'm so expecting some sort of big tech pullback from the highs here that I'm feeling paralyzed by indecision and unable to do anything.
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Jun 22, 2023 17:11
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Baddog posted:Need to lock in some more very near risk free 5% for as long as possible. Should have put more in those Schwab CDs. A couple of Schwab's corporate bonds are yielding around 5.6% for 2027 maturities. I dont think I'd describe corporate bonds as very near risk free, though.
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Jun 22, 2023 17:49
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Baddog posted:Need to lock in some more very near risk free 5% for as long as possible. Should have put more in those Schwab CDs. What duration? Don't you think interest rates are going to go higher or are you expecting a tapering?
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Jun 22, 2023 23:54
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