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So apparently OP only has $280k in treasuries plus a paid off trailer?

https://www.reddit.com/r/leanfire/comments/1wkyv08/comment/p...
Exhilarant alcoholic dilemma jap
  09/19/26
...
"in real life"
  09/19/26
You have a $220 million game made by 1,700 people across six...
razzmatazz knife pit
  09/19/26
...
Cobalt Point
  09/19/26
...
Exhilarant alcoholic dilemma jap
  09/20/26
...
Plum menage telephone
  09/20/26
"OP's a **little bit** infamous on this subreddit."...
Awkward shrine
  09/19/26
I genuinely don’t understand a lot of your treasury ta...
Plum menage telephone
  09/20/26
bad at math hehe
Histrionic glassy sweet tailpipe home
  09/20/26
If I buy a 3% coupon Treasury at 92 because market yield is ...
Exhilarant alcoholic dilemma jap
  09/20/26
I don’t have to listen to this fucking crap.
Plum menage telephone
  09/20/26


Poast new message in this thread



Reply

Date: September 19th, 2026 10:39 PM
Author: Exhilarant alcoholic dilemma jap

https://www.reddit.com/r/leanfire/comments/1wkyv08/comment/pauwgiu/?screen_view_count=2

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144686)



Reply

Date: September 19th, 2026 10:40 PM
Author: "in real life"



(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144689)



Reply

Date: September 19th, 2026 11:42 PM
Author: razzmatazz knife pit

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.

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144747)



Reply

Date: September 19th, 2026 11:46 PM
Author: Cobalt Point



(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144752)



Reply

Date: September 20th, 2026 8:16 AM
Author: Exhilarant alcoholic dilemma jap



(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144934)



Reply

Date: September 20th, 2026 8:38 AM
Author: Plum menage telephone



(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144942)



Reply

Date: September 19th, 2026 11:44 PM
Author: Awkward shrine

"OP's a **little bit** infamous on this subreddit." (Emphasis added).

Sounds like you need to keep putting in the work.

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144749)



Reply

Date: September 20th, 2026 8:26 AM
Author: Plum menage telephone

I genuinely don’t understand a lot of your treasury talk, are you actually speaking facts and logic or just trolling? I majored in liberal arts

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144939)



Reply

Date: September 20th, 2026 8:41 AM
Author: Histrionic glassy sweet tailpipe home

bad at math hehe

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144946)



Reply

Date: September 20th, 2026 8:41 AM
Author: Exhilarant alcoholic dilemma jap

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.

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144947)



Reply

Date: September 20th, 2026 9:08 AM
Author: Plum menage telephone

I don’t have to listen to this fucking crap.

(https://xoxohth.com/thread.php?thread_id=5905304&forum_id=2#50144965)