LEN, DHI, KBH, DFH, MDC

Might be a good time to pick up LEN

Puts on Tesla, Riot, Len

Watching LEN fall, but can't get on the call..anyone have the highlights from Steve Kim's Q&A?

Keep pushin $LEN 🚀

LEN pumping is all you need to know about inflation.

Have you read the earnings reports for LEN, DHI, PHM, MTH, etc ? Backlogs and average sale prices are down.

So close. NBA third string center Alex Len.

Wait we are talking about the band Len rite?

$LEN with a banger

>The FRA-OIS spread is a measure of the difference between two interest rates: the 3-month Forward Rate Agreement (FRA) and the Overnight Index Swap (OIS) rate. The FRA rate is the expected interest rate on a loan that will start in the future, while the OIS rate is the interest rate on unsecured loans between banks.

A high positive FRA-OIS spread can indicate that banks are more hesitant to lend to each other in the short term. This can happen because banks might be worried about not being repaid, or they might not have enough money to lend. In other words, the FRA-OIS spread is a measure of how risky banks perceive lending money to other banks to be.

For example, imagine that you lend money to a friend who doesn't have a job. You might be worried that they won't be ableto pay you back, so you charge a higher interestrate to make up forthe risk . Banks do th e same thing when t hey len d m oney t o eachother , an dth e FR A - OI S sp read i s ameasureof h ow mu chthey ' rechargingt o compensatefor therisk .

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2023-03-13

$LPSN | LivePerson Inc: 15.04% | 3.8% | 18.42%

$ZIM | ZIM Integrated Shipping Services Ltd: 9.93% | 4.66% | 14.01%

$MTN | Vail Resorts Inc: 6.39% | 6.03% | 20.56%

2023-03-14

$LEN | Lennar Corp: 6.64% | 5.48% | 6.6%

$STNE | StoneCo Ltd: 16.94% | 20.62% | 16.47%

2023-03-15

$PD | PagerDuty Inc: 12.6% | 10.53% | 22.85%

$FIVE | Five Below Inc: 8.1% | 21.19% | 7.74%

$FNV | Franco Nevada Corp: 4.49% | 9.73% | 4.38%

$AMRS | Amyris Inc: 18.66% | 42.17% | 27.27%

$ADBE | Adobe Inc: 5.58% | 9.21% | 6.98% 2023-03-16

$SIG | Signet Jewelers Ltd: 13.81% | 22.88% | 10.64%

$ASO | Academy Sports and Outdoors Inc: 11.45% | 15.67% | 8.82%

$DG | Dollar General Corporation: 6.57% | 5.01% | 4.6%

$FDX | FedEx Corp: 6.32% | 3.41% | 6.4%

$BEKE | KE Holdings Inc: 15.36% | 16.34% | 10.34%

$WSM | Williams Sonoma: 8.48% | 4.3% | 9.59%

$JBL | Jabil Inc: 7.02% | 4.1% | 6.08%

2023-03-17

$AQN | Algonquin Power: 3.57% | 19.55% | 11.52%

Well, everyone (including The Fed) has been hoping/assuming that inflation and rates will go down, but without a bad crash of some kind there's some arguments against that. Such as, if the labor market stays tight, rates will not come down. Nobody knows for sure, but it's definitely possible that going back to the low rates of 2015/2019,2021 may not happen.

Specifically to your question about "if I buy today I can refinance later", it's worth keeping in mind that there are costs to refinancing. Buying and selling a home is expensive, and refinancing can also be expensive even if the rate is in your favor. This bloomberg article points that out:

> Refinancing calculations are also more complex than most realtors and lenders like to admit. While lenders typically say a borrower only has to cut the current rate by a 1/2 or full percentage point to save on monthly payments (and recoup the closing costs charged to refinance), Freddie Mac deputy chief economist Len Kiefer says it’s more like 1.5 percentage points to really make a refinance worth it in the long term.

So, if rates come back down to <=3% in a year or two, then yes, it's fine to think "I can refinance later". But! If they don't you could be stuck with the higher payment indefinitely, on a fixed mortgage. An ARM mortgage might work in your favor if rates come down, but will screw you if it remains high or moves the other direction. That happened to a lot of people in 2007-2008 and precipitated the GFC (a lot of other stupid things happened, but that was part of it).

I have a download_blob function which downloads blobs from gcp.

def parallel_download_blobs(data_list, max_workers=16):
    with futures.ThreadPoolExecutor(max_workers=max_workers) as pool:
        future_results = [pool.submit(download_blob, data) for data in data_list]

        # Use tqdm to show a progress bar for the completed futures
        for future in tqdm(futures.as_completed(future_results), total=len(future_results)):
            result = future.result()

here is my code which is "propriety".

1. I wanna see progress bar. how can I do this?
2. Can I use another code which could make this downloading faster? such as multiprocessing, asyncio etc.

You are telling me that these questions are propriety and chatgpt cannot answer these

ITs GoNNa Be a BLoOdY VaLEnTInEs

I will be messaging you in 1 year on 2024-02-01 16:17:10 UTC to remind you of this link

CLICK THIS LINK to send a PM to also be reminded and to reduce spam.

^(Parent commenter can ) ^(delete this message to hide from others.)

|^(Info)|^(Custom)|^(Your Reminders)|^(Feedback)| |-|-|-|-|

https://www.gurufocus.com/stock/LEN/dcf

&#x200B;

They are terminal stage right?

LEN. yw

OPEN short around 1.60-2.00$ LEN short around 100$

The housing bubble crash is starting. Im a long time poster on both WSB and r/REBubble

I’m currently short the five major US home builders, LEN, DHI, KBH, TOL, PHM.

They are wildly overpriced for what’s coming. They can’t sell the homes they recently built and have more homes coming online in the next year than ever before, even more than 2008.

The cancellation rate for new homes peaked at 50% in 2008, had never got anywhere near that, where half of the buyers walked away from the contracts, forfeiting tens of thousands of dollars in deposits.

Earlier this month, the cancellation rate for Q4 KBH reported 68% which blows away the last housing bubble.

Still plenty of time to pile into this short.

I love that home builder stocks are basically the same level they were a year ago when we had a record number of homes being sold with absolute insane valuations.

Opening up a short position on LEN

Yes, I don't think I ever made the argument to not look at macro. I'm not sure what I said that you disagree with or didn't play out? DHI, LEN and TOL all outperformed SPY and you are still seeing massive under supply of housing across the country.

In my area a home bought in January of last year would be about 30% cheaper per month than one bought now due to interest rate hikes. That's including a roughly 3% drop we've seen from peak pricing.

We'll see what the Spring brings but I don't think telling someone to "dump their assets" is ever good advice.

LEN touching gamma max. Puts for Feb and March

Keep a eye on LEN. Over the past year and a half stock has rejected gamma max every time it’s come close to it. Eyeing puts https://options.hardyrekshin.com/#LEN

I’m shorting all 5 majors. So far only bought puts on LEN as the bid ask/spread and potential profit seems best.

Short LEN

The stock prices of the big US home builders. KBH, DHI, LEN, TOL, PHM. They’ve rallied in the last few months as mortgage rates have dropped slightly. JPOW going to start dumping MBS from the Fed’s balance sheet either manually or as they roll off, and MBS will start to decouple from the 10 year treasury and the spread will widen.

JPOW wants the housing market to crash. He’s explicitly told people not to buy houses at this time. He couldn’t be more clear.

The builders are going to get wrecked, stuck selling homes for less than they paid just to get rid of them, and demand for new builds will stop completely. Imagine a retail store that had to sell everything for 30% less than what they paid and can’t replace the inventory at a low enough price anyone would be willing to pay. So after clearancing everything at a loss, all sales stop.

The builders aren’t making entry level homes. They’re making McMansions that people could barely afford at 3% mortgage rates, let alone the 8%+ rates that are coming later this year.

Several realtors on YouTube discussing that the home builders are offering massive 20%+ concessions and still can’t sell houses. Anyone who bought one in the last year is now underwater as the comps are over 20% lower, and they can’t sell nor refinance. Builders also withholding completed homes from MLS to avoid looking desperate.

I missed out on shorting Zillow, Redfin, and Open Door in spite the housing bubble popping being obvious to me that their business plan was unsustainable. I’m not missing out in this. I have a 6-figure short position against home builders.

I’m so confident because my entry point over the last couple of weeks has been when a bear market hopium rally in builders has occurred. Which means they have much further to fall. I made a low 6 figures shorting Tesla over the last two years, and have my sights set on home builders.

TMHC has done better but still not ath and practically flat for the last three years, just as all the other ones are back to Jan 2020 share prices (DHI/KBH/LEN/PHM/NVR)

Trust me, I work finance for one of those, and am just as surprised shares haven't tanked more than they have. I don't know anyone internally that has a bright outlook for the next 3 years

Peter Zeihan actually talk about this shift and how Mexico is going to be our important trade partner.

He also made claims about end of globalization too. I'm hesitant to say I'd agree with that.

Good perspective but he isn't perfect at predicting everything. Some ie is Ukraine losing to Russia in weeks to months (which he admitted didn't happen).

Another is he seems lean toward oil (like a small biased not a huge one though).

Overall a good another perspective len on the world in general.

Short Tesla, price target of $70

PE is too high. Recession inc that will impact middle class buying Teslas. Less government subsidies to EVs due to split congress. Musk may get margin called on his shares he pledged to get a loan to buy twitter. I made around $80k shorting Tesla in 2022 and plan to make more in 2023

Short META, price target around $60

During recession, advertisement is the first expense to be cut. Also pro-privacy regulations will expand. And young people using FB and IG a bit less and less each year.

Short home builders. LEN, DHI, KBH, TOL, PHM.

They have a lot of unsold inventory and buyers are backing out due to recession and high interest rates

Long Gold Miners, specifically GDXJ

Dollar may go down. There will likely be fiscal stimulus in form of more congressional spending. Inflation isn’t going away; central banks like china and Russia are buying more gold. If the fed pivots, then my above shorts will get crushed. But if the fed pivots, gold will likely hit $4,000. And the gold miners will probably 3x to 5x in that event.

Small TLT Call play

Fed may pull some operation twist shenanigans, bringing the 30 year treasury rate down and causing long bond prices to spike. TLT calls with around 130 strike could be very profitable. Worth having a small amount.

LEN, DHI, RKT puts, the housing market is about to get wrecked and these are not down that much. Anyways, I like buying puts.

fwiw LEN is diff demo lower cost housing, TOL average sale is 1mil, i'm bullish TOL KBH BLDR LPX BXC PGTI

i know i'm moving goalposts here a bit but i've said this in other comments, higher end homebuilder r diff

Homebuilder that are localized like the shit ackmans in that serves phoenix vegas texas is fucked

lower end possibly fucked idk i haven't really looked into it

LEN just reported lower than expected margins on the last earnings.

LEN :((( whoops

I have puts in DHI and LEN. You could also do ITB for ETF put, I may roll some ABNB put profits into that.

Puts on Tollhouse. Hate those cookies. As for the builder Toll Brothers, duck them too. But yeah LEN rolled over hard today

TMHC. Homebuilder in the SouthWest, Cali, Tx, Fl. All these markets are fucked. Only down 10% on the year. Compare that to -20% for LEN or -30% for KBH.

My position, 1100 30p/April. Fuck it lets go.

I don't think these guys are going to zero. They are overpriced though. Near ATH. They are trading higher than when we thought the 30 year mortgage might go to 4 in January. Market was pricing in MAYBE 3 25bps hikes at the time.

TMHC CEO in a recent interview basically spelled out that they are in trouble for 2023.

https://www.youtube.com/watch?v=DuE6zxljTo4&ab_channel=CNBCTelevision

TMHC is also less "corrected" than the other builders. Look at LEN -20% or KBH -30%. TMHC is -10%.

anyway probably will blast past ATH I need the good luck :P

LEN said sale prices were down 15% and incentives/concessions were up to help mitigate the 26% cancelation rate. I have also seen price drops and incentives increase. They always start with incentives and concessions to avoid pissing off new buyers and adding cancelations. So, although it is taking time I think we are starting to see builders suffer but yr right. They are not going to take it on the chin, they are canceling land option contracts, cutting labor costs, and waiting for materials to drop in price.

If you agree Tom Clancy is great, do read and where possible view these best in class espionage thrillers: Fiction - Mick Herron - Slow Horses in The Slough House series - an anti-Bond masterpiece laced with sardonic humour Fiction - Len Deighton - Funeral in Berlin - shame they chose The Ipcress File for a remake rather than this Non-fiction - Bill Fairclough - Beyond Enkription in The Burlington Files series - a raw noir sui generis novel Non-fiction - Ben Macintyre - The Spy and The Tr…aitor + A Spy Among Friends - must reads for all espionage cognoscenti

Case in point, Len Bias. RIP

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^^Discord ^^BanBets ^^VoteBot ^^FAQ ^^Leaderboard ^^- ^^Keep_VM_Alive >TL;DR: I think Lennar is a good company that is set up to withstand a housing market downturn better than most. I am buying PUTS as a hedge against their next earnings report and then calls after the stock price falls.

Plugged this into the ycharts stock screener. Here's a list of all the biggest ones, ordered by market cap:

JPM, BAC, RY, WFC, SCHW, CIHKY, AAGIY, GS, BACHY, CB, C, BNS, ZURVY, MUFG, BNPQY.

Here's that same list again, excluding financials and OTC stocks:

LEN, CNHI, PKX, TOL, TX, HE, RITM, AVT, DQ, MTH, TMHC, AFRM, KBH, GLPG, LGIH, MDC

2/2 ORCL and LEN 👍🏻

new home prices already down about 11%, based on LEN earnings disclosures

Sold 4 SPY $400p yesterday for a 114% gain only to see it over 400% today. Rolled those profits into LEN $88p only to get absolutely annihilated on shit guidance. How on a blood red day is a housing stock up over 5% intraday????

Fuckin regarded I tell you

LEN going off wtf

You need to get in touch with Len Wambo first, he’ll set you up

Ahh, I remember those days, hanging on the earnings of every homebuilder, to determine my NAIL position for the next day. LEN doesn't matter anymore. Terminal rate of 5.1% will push mortgage rates over 7%. Puts on NAIL, tho.

LEN EARNINGS?

Huge position in LEN puts that no one else is buying, might be fuk

I don’t want you to take my word for it. I want you to take net income and divide by revenue.

https://finance.yahoo.com/quote/LEN/financials?p=LEN 4.431/31.930 = 13.9%, and 8.2% in 2019.

https://finance.yahoo.com/quote/MTH/financials?p=MTH 0.967/5.804 = 16.7% LTM, and 6.4% in 2018.

The best source is going to be the SEC filings directly. I have no idea how you’re calculating 30%.

Looks like Lennar is over 20% now: https://www.macrotrends.net/stocks/charts/LEN.B/lennar/profit-margins

Meritage hit 30% this year: https://ycharts.com/companies/MTH/gross_profit_margin#:~:text=Meritage%20Homes%20Gross%20Profit%20Margin%20%28Quarterly%29%3A%2028.75%25%20for,2022%20View%204%2C000%2B%20Financial%20Data%20Types%3A%20Add%20Browse

As well as DR Horton: https://ycharts.com/companies/DHI/gross_profit_margin#:~:text=D.R.%20Horton%20Gross%20Profit%20Margin%20%28Quarterly%29%2029.86%25%20for,export%20this%20data%20back%20to%201992.%20Upgrade%20now.

By all means though, keep denying that its a factor.

Looks like it’s doubled from 10%: https://www.macrotrends.net/stocks/charts/LEN.B/lennar/profit-margins

LEN pretty strong for homebuilders

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2022-12-12

$ORCL | Oracle Corp: 5.43% | 8.25% | 8.04% $COUP | Coupa Software Inc: 8.95% | 19.99% | 14.41%

2022-12-13 $PLAB | Photronics Inc: 10.45% | 27.33% | 13.14% $MSB | Mesabi Trust: 4.56% | 8.25% | 9.37%

2022-12-14 $CLSK | CleanSpark Inc: 18.04% | 31.65% | 27.7% $LEN | Lennar Corp: 6.63% | 3.84% | 6.72% $TCOM | : 10.14% | 12.31% | 10.21% $RICK | RCI Hospitality Holdings Inc: 9.93% | 11.26% | 5.62%

2022-12-15 $ADBE | Adobe Inc: 5.49% | 18.5% | 8.74% $JBL | Jabil Inc: 7.1% | 6.46% | 7.12%

2022-12-16 $ACN | Accenture Plc: 5.43% | 5.62% | 5.88% $DRI | Darden Restaurants Inc: 7.77% | 5.18% | 9.05% $WGO | Winnebago Industries Inc: 10.73% | 6.24% | 13.19%

I‘ll be playin LEN

Len puts seem pretty obvious

This is solely looking at filters only and I have no opinion or advice on the stocks listed.

Criteria:

• $10B+ market cap
• US listed
• Positive EPS (profitable)
• EPS growth over the past 3 years >5%
• Total debt to equity <=20%
• FCF >= $1M
• No public share offerings the past two years (dilution)
• Share repurchases of $1M or more in total value the past year

Results

• REGN
• MRNA
• CVX
• LEN
• VRTX
• MU
• SNPS
• GOOGL/GOOG
• TER
• AMD
• RF
• WST

https://i.imgur.com/XdxbTYY.png

Again, do your own due diligence from here

Homebuilders surprisingly strong especially LEN

Toll Bros with another stellar Q.

Yes, things will soften, but man, the whole homebuilder sector still looks juicy as hell.

We can get a big housing recession and I think they’d still be ok. TOL, DHI, Len will head into it with really clean balance sheets and having spent the last year being very prudent on investing. They’re all pretty well positioned for a slowdown. Nobody is going wild buying land and levering up to chase revenue growth. They are all delevering and shoveling cash out the door to shareholders.

These could all really rip in 2023 if things are even just moderately rough in housing.

what about shorting on housing companies LEN and KBH?

AAPL and AMD are your only holdings that are solidly profitable; the rest are speculative, and that's not a good place to be when the market is as uncertain as it is now.

I would say go sector by sector and pick out profitable stocks with good long term prospects. For example:

Industrial: PH, LECO, RTX

Financial: C, JPM, GPN

Consumer staples: CAG, KHC

Consumer discretionary - WHR, NWL, KTB, HBI

Real estate - AVB, ESS, EQR, PHM, LEN.B

Medical - PFE, MRK, MDT

I also don't think the impact on interest rates is NOT priced in for builders. Especially when considering the recent uptick in cancelations. I got LEN 2/23 & 5/23 PUTS, ITB 4/23 PUTS, and DHI 2/23 PUTS.

I’ve got LEN 6/23 & 1/24 puts

Imagine being a $LEN shareholder and watching the mark to market adjusted EPS.

Nah, you were singing that pop song from LEN

I just have puts on all the big home building players…DHI LEN...

Last weekend I ran an algorithm looking for stocks with low to reasonable valuations, with strong to stable growth prospects. Below are the raw results. Next step is to perform a qualitative analysis to weed out stocks with bad management, low growth industries, lack of competitive advantage, etc.

F
VALE
GOOG
RIO
VZ
LEN
CTSH
AMZN
GOOG
CSX
SIVB
PHM
LNC
BIO
DHI
LEN

Buy LEN. But it has more downside after Q4

Were talking mental health care, but if you want to change the subject since you can't back it up...

War on drugs is definitely controversial especially after its "failure" I don't think you understand how bad drug use was in the 80's though. Something had to be done, ignoring it wasn't going to do anything. We're basing judgement on policies with modern understanding of addiction and drug use, not what was available during the 70's and 80s.

It really started with LBJ in the 60's with the Reorganization Plan of 1968, not Nixon although he did widely support and expand on it. Ford and Carter supported Nixon's policies and continued programs based on his polices. Reagan and Bush are modern poster childs for the movement, however, the acts that made up the bulk of policy were widely bipartisan. The Anti Drug abuse act of 86 was authored by a Democrat and passed 392-16 and 97-2, heavily popularized by the public overdose of Len Bias.

Iran Contra is definitely a blight on our history and not really a controversial subject as most are in agreement in this.

This bear Got 05/2023 puts in homebuilders $DHI and $LEN, going to hibernate now and wake up with spring gains.

All of them. DHI, PHM, LEN, GRBK, LGI.

XHB is a homebuilder ETF.

ITB is a home construction ETF.

None of them deserved their pops today. 2023 is going to be brutal for that industry. BRUTAL. Costs are up, land prices are up, new home supply is up, mortgage rates are up, mortgage demand has plummeted, rents (competition) are beginning to fall, existing home prices (competition) are falling, cancellations on existing contracts are through the roof, the cost to buy a new home is insane--no one can afford to buy in 6 months when we don't have jobs (I think I read that it would take a $230,000 annual income to afford to buy the median home today).

This is not financial advice. It's easy to find this out by reading a few articles.

siLEnT mAjoRItY

PUTS on DHI and LEN!

That's it. Loading on Homebuilder puts (DHI, LEN, TOL) 3, 6 months out. DGAF. Volcker crashed homebuilders and JPOW coming with the double hammer. LA proves American's don't need homes, they need tents. Calls on Tent builders!

The major homebuilders (DHI, LEN, PHM, etc) made so much money in this last cycle, none of them are going bankrupt. They might slow land deals or wait to break ground on new communities, but none of them have any significant debt coming due...they all recapitalized last year when rates were low. Plus, this time around they mostly bought cheap *options* on land at low prices, so they can walk away from those instead of selling great property at a fire sale. Not saying prices can't fall further, and you're smarter than most using stops, we still have many years of millennial pent up demand (4-9 million homes, or 3-7 years of inventory to build) to satisfy. Be careful out there.

Holding a bunch of 11/11 puts on INTC, UAL, LEN, basically no choice but to hold on and pray for hot CPI next week. Was hoping for a fraction of a second to bail this AM, but it ain’t happening

Although demand is slowing, many of these builders still have a backlog.

>Lennar (LEN):
Backlog of 25,734 homes - consistent with prior year; backlog dollar value increased 8% to $12.9 billion

>
>Toll Brothers (TOLL):
Backlog value was $11.2 billion at third quarter end, up 19% compared to FY 2021’s third quarter; homes in backlog were 10,725, up 1%.

The demand slowing down is likely a temporary problem which will be resolved over the next year or two.

There's a growing number of people who are qualified for the home they want (and they have their deposits ready), but they've decided to put their home building on hold until there's more certainty surrounding interest rates. There's also a healthy group of people who were in the market but have dropped out as interest rates have moved into an uncomfortable range for their home purchase. Additionally, I've talked to several folks who are currently in a house that they don't love, but they are staying put until interest rates come down to a number that is more in-line with their expectations.

There's a lot of demand for these builders, but that demand is being muted by the current interest environment.

INTC, LEN, UAL, F

Am I a bad person to want you all laid off so more unemployment can drop housing prices further? DHI and LEN 05/2023 $50 puts

So… I can’t tell if you’re talking about the US equity markets or other markets. It’s not quite right to pin them all together.

First, there are companies that pay 10%+ dvds. IEP does and DVN trades down to it and will likely give you another special dividend which will look more less like 10%. Also companies return capital by buying back stock. See the entire energy and fertilizer sectors, but pretty much every sector has meaningful parts that have clocked in decent combos of buybacks and dvd yields (Healthcare, REITS, Parts of tech). Sadly, they have not gotten credit for their effort and it underlies the weirdness of trading dynamics these days. In a few cases at this point the share buyback plus the divided gets you pretty close to 10%.

Housing in the US has stalled, but intriguingly homebuilders are doing fine, not repeating the mistakes of years past. PHM just reported an unbelievable quarter and LEN reported decently as well. All is based on prices sold for new homes and the decline in raw materials that raised their margins.

The equities market (individual stocks) do have many gems that are undervalued. People just have to do the actual work. The indices, are largely biased toward Tech though so it looks awful if you’re a novice to the equities markets.

Alternatively, you have rates such that for once there are lower risk ways to create the needed yield in the bond markets. This helps most banks tremendously with higher Net Interest Margins. Also, it takes pressure off of pension liabilities and means that corps, for the first time in ages, largely don’t have to worry about that expense.

For the USA, you still have the stimulus bill in 2023… not the helicopter payments, but the one that infrastructure spend. That is finally trickling through this quarter, mostly it’s early next year.

Inflation is bad if wages do not keep up. This far they have. Also, we are a raw material rich nation, so largely speaking it helps some parts of our Econ. Not like the Europeans. They are screwed.

Hope that helps.

COMPUTERY STUFF SUNDAY MIXTAPE

La Roux - In for the kill

https://www.youtube.com/watch?v=tXtATeQ7GKg

and if you liked that, here's the best remix (gets great at 4:00!)

https://www.youtube.com/watch?v=5U0k_VkeZw0

The Veronicas - "Untouched"

https://www.youtube.com/watch?v=uKqriTRYInY

Republica - Ready to Go / Drop Dead Gorgeous

https://www.youtube.com/watch?v=JgffRW1fKDk

https://www.youtube.com/watch?v=xRtFnxwmM3M

Sophie Ellis Bextor - Murder on the dancefloor / Me & My Imagination (really nice)

https://www.youtube.com/watch?v=hAx6mYeC6pY

https://www.youtube.com/watch?v=ip76O6g3hZs

Lipps Inc. - Funkytown (1980)

https://www.youtube.com/watch?v=jPF59O7_qw0

Chemical Brothers - Hey Boy Hey Girl / Let Forever Be

https://www.youtube.com/watch?v=tpKCqp9CALQ

https://www.youtube.com/watch?v=s5FyfQDO5g0

Antiloop - In My Mind

https://www.youtube.com/watch?v=L5sQYUFGAc0

Lasgo - something

https://www.youtube.com/watch?v=jVWbFaXlRJw

Cappella - U Got 2 Let The Music

https://www.youtube.com/watch?v=y3KihWJRh6U

Len - Steal my Sunshine

https://www.youtube.com/watch?v=E1fzJ_AYajA

Olive - You're not Alone

https://www.youtube.com/watch?v=s4oZdUV-G-Y

Opus III - It's a Fine Day

https://www.youtube.com/watch?v=r66B1npleQQ

Felix - Don't you want me

https://www.youtube.com/watch?v=bj8xF2bnxp0

S - Express - Theme from S Express

https://www.youtube.com/watch?v=IpeRShWMdYM

Utah Saints - Something good

https://www.youtube.com/watch?v=f7hlMR-Xn9I

Aurosonic vocal trance (2 hours)

https://www.youtube.com/watch?v=ABDHiwJXTag

EDIT: bonus tracks

Sneaker Pimps - 6 Underground

https://www.youtube.com/watch?v=Wuwfe3DRJzE

St. Vincent - Fear The Future

https://www.youtube.com/watch?v=-v7rkdDldF4

Shorting LEN or DHI has been a nice ride this year.

I think Open will go under. I have Zillow puts as well. Len, ITB, and DHI are the home builder puts I got.

KBH, LEN, TOL

That's not an accurate statement, but

It's highest they've been in over 15 years, not anywhere near record highs.

I think you're on to something with LEN puts tho. Which strike/date are you looking at?

With mortgage rates at literal record highs, LEN has no business being above $70 a share. Puts at open.

Robinhood shit off the buy button to save their own company after they got margin called. Citadel reached out to ask whether Robinhood was going to shut off the buy button because as a market maker they try to remain delta neutral and GME was making that task extremely difficult. Unlike what the SuperCult followers say, there is zero evidence that Len Griffin or anyone else instructed Robinhood to shut off the buy button

if len(DD.text) > 500:

  buy(DD.stock)

LEN when housing falls apart

It was Len. RIP

Wasn't Len. It was Hal and several others.

Len Sassaman and Hal Finney

TLT was the easiest short call to make. It was a big part of my short portfolio along with large positions in sqqq and sdow.

Traded few individuals stocks in housing LEN and PHM mainly but they haven't moved to downside as much as i expected. I will close these positions shortly.

LEN and REZ puts for days

LEN

LEN puts

Its so fucked. The whole market is red and I chose a POS that ends green on the week. Wtf. Its a home builder... by all rights LEN should be down 10%. Of the top three largest builders in the U.S. LEN is the only one thats not >5% down since weds. Literally any other housing puts would have printed but I chose the fucking stinker. They even had earnings this week and gave TERRIBLE projections and forward guidance. Only downside movement of any significance was pre/AH trading with immediate bounce to green at open so I never had a chance to cash in my puts when they were up for all of a minute or two at open.

My other trade was TSLA 289 puts I sold thursday before close for 100% gain. If I held overnight they were worth almost 2k each by open. Fucking GAWD.

My LEN puts say otherwise. Closed green on the weekly. Lost 85% of my account on those.