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thirdcoast
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May 15 INTC $65 calls @ 0.55
khaos288
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Premium said:

khaos288 said:

Fightin2010 said:

My wife works for a large tech company and I do not think they will go back in the office for a long time. Some may not at all because they are doing so well remotely.
Yep, the productivity tools for our call center has shown significant uptick in the work from home state. We may use it indefinitely.

This thing will change how the world works for sure. Companies are realizing renting space and paying for electricity to have people be less productive is silly.


Smart workers playing the long con.

1. Show how awesome work from home is
2. Get company to make it permanent
3. ?????
4. Profit

In all seriousness, yeah, working from home is great when you have easy measurements - when things aren't as measurable is when it's tough.
Yup, luckily our call center folks are on really strict metrics. They're all improved around 15% at the moment.
McInnis 03
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A feller on the "Houston...problem" thread said he heard something about OXY potentially having a leaker in the water?


Quote:

Any truth to this?

Heard this last night:

Oxy has a well that is flowing back in the gulf that they can't stop. Apparently called in tanker to flow in to...not a blow out yet but definitely a huge problem.



FrontPorchAg
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OverSeas AG said:

Mtn_Guide said:

A lot of tech companies have been moving less essential personnel to Reno. Still close to the bay and real estate is 1/3 the cost.
I love Reno area. Was in Tahoe for a week in September. Love to hike that area. LOVE IT.

Sorry for derail.
It sucks tell all of your friends.
All animals are equal, but some animals are more equal than others
Aggie95
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Rice and Fries said:

Rice and Fries said:

Rice and Fries said:

McInnis 03 said:

Will Meade just mentioned scuttlebutt about really bad data coming on Mortgage forebearance and delinquencies, when does this data get reported?

https://www.housingwire.com/articles/nearly-3-million-borrowers-are-already-in-forbearance/

It appears the forbearance issue is already much more significant than federal decision-makers thought it would be.
Federal Housing Finance Agency Director Mark Calabria told HousingWire last week that his expectation was that approximately 1 million GSE mortgages will be in forbearance by May, but new data from Black Knight shows that the number of GSE mortgages in forbearance already far exceeds Calabria's projection.
According to Black Knight, nearly 1.4 million borrowers whose mortgages are backed by Fannie Mae and Freddie Mac are already in forbearance.
CNBC just had the head of the MBA (Mortgage Bankers Assc.) saying estimated 6% of all home loans are in forbearance. This is only from March/April mortgage payments. We will see how many make payments for May.
How much of that is unnecessary...people who still have a job but out of fear are not paying? I'm not saying it's a significant factor but curious.
AgEng06
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I'm still holding TOPS as it trends slightly back up. Might actually make a tiny profit.
Aggietaco
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khaos288 said:

Premium said:

khaos288 said:

Fightin2010 said:

My wife works for a large tech company and I do not think they will go back in the office for a long time. Some may not at all because they are doing so well remotely.
Yep, the productivity tools for our call center has shown significant uptick in the work from home state. We may use it indefinitely.

This thing will change how the world works for sure. Companies are realizing renting space and paying for electricity to have people be less productive is silly.


Smart workers playing the long con.

1. Show how awesome work from home is
2. Get company to make it permanent
3. ?????
4. Profit

In all seriousness, yeah, working from home is great when you have easy measurements - when things aren't as measurable is when it's tough.
Yup, luckily our call center folks are on really strict metrics. They're all improved around 15% at the moment.
Not to further derail, but I have no perspective on the work from home thing as my job can only barely be done remotely - do these call center folks expect anything in return for using their utilities to do their jobs (water, power, network)? Or is the ability to work from home and not have to commute compensation enough?
the last of the bohemians
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Google has plenty of cash.
Imagine like most, that they are slowing their hiring so no need to acquire empty space right now.
Rice and Fries
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Aggie95 said:

Rice and Fries said:

Rice and Fries said:

Rice and Fries said:

McInnis 03 said:

Will Meade just mentioned scuttlebutt about really bad data coming on Mortgage forebearance and delinquencies, when does this data get reported?

https://www.housingwire.com/articles/nearly-3-million-borrowers-are-already-in-forbearance/

It appears the forbearance issue is already much more significant than federal decision-makers thought it would be.
Federal Housing Finance Agency Director Mark Calabria told HousingWire last week that his expectation was that approximately 1 million GSE mortgages will be in forbearance by May, but new data from Black Knight shows that the number of GSE mortgages in forbearance already far exceeds Calabria's projection.
According to Black Knight, nearly 1.4 million borrowers whose mortgages are backed by Fannie Mae and Freddie Mac are already in forbearance.
CNBC just had the head of the MBA (Mortgage Bankers Assc.) saying estimated 6% of all home loans are in forbearance. This is only from March/April mortgage payments. We will see how many make payments for May.
How much of that is unnecessary...people who still have a job but out of fear are not paying? I'm not saying it's a significant factor but curious.
That was a question CNBC did pose is that how many are just taking advantage of this because they can.
IrishTxAggie
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MSFT 4/24 172.5C getting lots of action around 1.7
AggiePeeps06
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In
Rice and Fries
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McInnis 03 said:



A feller on the "Houston...problem" thread said he heard something about OXY potentially having a leaker in the water?


Quote:

Any truth to this?

Heard this last night:

Oxy has a well that is flowing back in the gulf that they can't stop. Apparently called in tanker to flow in to...not a blow out yet but definitely a huge problem.




So I have friend who works on Anadarko's offshore rigs. Said they hadn't heard anything and "they can easily leak without turning into a blowout". Said they would poke around...
kyle field 94
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For those investing in oil tanker stocks, make sure that the stocks that you are buying have mainly crude tankers and not gasoline or chemical tankers.

Gasoline tanker prices are falling while crude tankers are rising.
PPAag06
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Buying a PUT has much less downside than shorting a stock. In this scenario (especially with Oil news pending), I would tread cautiously on a naked short.
khaos288
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Aggietaco said:

khaos288 said:

Premium said:

khaos288 said:

Fightin2010 said:

My wife works for a large tech company and I do not think they will go back in the office for a long time. Some may not at all because they are doing so well remotely.
Yep, the productivity tools for our call center has shown significant uptick in the work from home state. We may use it indefinitely.

This thing will change how the world works for sure. Companies are realizing renting space and paying for electricity to have people be less productive is silly.


Smart workers playing the long con.

1. Show how awesome work from home is
2. Get company to make it permanent
3. ?????
4. Profit

In all seriousness, yeah, working from home is great when you have easy measurements - when things aren't as measurable is when it's tough.
Yup, luckily our call center folks are on really strict metrics. They're all improved around 15% at the moment.
Not to further derail, but I have no perspective on the work from home thing as my job can only barely be done remotely - do these call center folks expect anything in return for using their utilities to do their jobs (water, power, network)? Or is the ability to work from home and not have to commute compensation enough?
Technically you could claim tax deductions by using a home office or things like that. Additional pay/reimbursement for working from home doesn't seem likely to me. Some companies may explore that if they shut down a ton of offices and save a huge amount, but electricity/utilities and all that seems about an even trade when you think about gas/oil/car mileage and commute time. Who knows. That's way above my pay grade haha
McInnis 03
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IrishTxAggie said:

MSFT 4/24 172.5C getting lots of action around 1.7
Call me crazy but today's candle almost looks like if it stays here....could be a reversal and going for that sweet 160 Model T.
IrishTxAggie
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LVS 4/24 $41C just got lit up for 1.2MM plus a bunch of other ones around it. 2.6 price area. I'm in these
McInnis 03
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IrishTxAggie said:

LVS 4/24 $41C just got lit up for 1.2MM plus a bunch of other ones around it. 2.6 price area. I'm in these

Earnings Thursday, and I just can't comprehend how any of the Vegas Entities can rock it with the situation we're in.
IrishTxAggie
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USO halted again
OverSeas AG
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Every knee shall bow and every tongue shall confess
AggiePeeps06
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Any idea why
IrishTxAggie
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AggiePeeps06 said:

Any idea why
Volatility halt
IrishTxAggie
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LVS has heavy exposure to Macau which is open
AggiePeeps06
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That explains why my puts temporarily went to 0
spud1910
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IrishTxAggie said:

LVS 4/24 $41C just got lit up for 1.2MM plus a bunch of other ones around it. 2.6 price area. I'm in these

In with you.
Texaggie7nine
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With all the speculation that WFH is going to be a much more common thing even after this all blows over, what's the investment play to best capture that? Office Depot/Staples stocks?
7nine
AgCPA95
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IrishTxAggie said:

LVS has heavy exposure to Macau which is open
Overall i'm pro-LVS long term, but might be a long journey back up. Macau is open but basically still a ghost town

Macau casino traffic
AggiePeeps06
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LADR but the option volume is very low. I'm looking for a CMBS ETF with higher volume
Texaggie7nine
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AggiePeeps06 said:

LADR but the option volume is very low. I'm looking for a CMBS ETF with higher volume
Why would commercial real estate benefit from way more people working from home?
7nine
IrishTxAggie
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AgCPA95 said:

IrishTxAggie said:

LVS has heavy exposure to Macau which is open
Overall i'm pro-LVS long term, but might be a long journey back up. Macau is open but basically still a ghost town

Macau casino traffic
Fair enough. But you don't see $1.2MM options being placed on an OTM weekly without knowing something.
OverSeas AG
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Every knee shall bow and every tongue shall confess
AggiePeeps06
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Oh I thought you were talking about shorting. My bad
Carlo4
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anyway to play the volatility of energy, both up or down? looking at OIV and seeing how it went from 120 to 1200 in 2 trading days.



Mr President Elect
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thirdcoast said:

May 15 INTC $65 calls @ 0.55
Sucker! I got it for more than twice that!
Texaggie7nine
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AggiePeeps06 said:

Oh I thought you were talking about shorting. My bad
No, but I get what you were saying now. I was thinking more long term investments over the next couple years.
7nine
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