Jump to content

horn4life

Legacy Members
  • Posts

    3361
  • Joined

  • Last visited

Everything posted by horn4life

  1. What was weirdest to me about Kansas CIty was I was seeing red, green and white everywhere. And instead of Tex Mex it was tons of small Italian joints. And I should get some sort of gold star for linking Kansas and Chuy's! Chuy's closes Last Kansas Store
  2. Well I'll take your bird flu, and raise you a potential pandemic like jump into the already reduced cattle population! New bird flu variant found in Cows in Nevada US herd is at 73 year low. I could post a bunch of links about the fears of how a lack of good inter-agency communication could hinder stopping outbreaks from last year's scare in Texas. I can't imagine the communication of agencies improved at the Fed level at this point, can you? IF this new variant spreads even a little you could see some severe upwards price pressure on beef. Which will encourage non-infected meat sources to edge their prices up as well. (if they think they can). Read about the small calf numbers in this link for greater clarity on the risk. https://www.fb.org/market-intel/u-s-cattle-inventory-smallest-in-73-years I will be fascinated to month over month inflation numbers at the end of Feb and March. Markets will shit a brick if that number moves upward. And you know that coffee, sugar, eggs, cocoa and lumber all markedly up in the last month. Not that there is not some good news downward, but to me a lot more news that could really being inflation back as a focus, especially if we have to start culling from the smallest US cattle herd in our lifetimes...
  3. I got pretty friendly with a DPS officer when I was down in Port A, after Harvey trying to help a friend how had recently had back surgery meet up with adjuster and contractors. I was like the only guy fishing on the beach, and the officer rolled up the first time when I was hooked up on a big red, and then twice when he drove up to say hi, I got a bite while we were talking. Anyhow he said that he and his wife had a retirement plan. They were going to tape a tortilla to their truck antenna and head North. The plan was than whenever somebody asked them that that was on their antenna they would put down roots and open a taco stand. I wonder if there is honestly anywhere in the US where you can't get a taco.
  4. The problem for A&M They drop bag after fucking bag proving repetitively the stupidity of long term no cut contracts for Coaches with one decent season under their belts. In essence it does not matter how many Bags A&M drops. You can't buy your way out of stupid.
  5. Well... at least we never have to pretend Republicans have any principles at all.... So there's that! 😉
  6. Only pussies worry about the cost of eggs. Just sit back and enjoy a cheap cup of coffee!
  7. Sort of interesting dichotomy of the market on some reporting today Pinterest pops on AI targeting advertising revenue boost Expedia pops on usage so folks spending and traveling Affirm really pops on number of folks using the monthly payment model. So AI investments coming to fruition for Pinterest, and optimistic traveling consumer. Both great economic signs looking forward. However, I would think that a boost in usage of pay by the month, would infer that some folks need to stretch out funding for their online purchases? Which would be a bad sign. Or I guess it could also be possible that Affirm's marketing and wider consumer acceptance, boosted the user number? But that would not be the horse I would be betting on in the Affirm number.
  8. I remember that it was very cumbersome and not worth it for me, when I researched it a couple years ago. OK so things are as I remember, and not for an investor. But for a young person that is very handy, and works for a roofing company? Might be worth taking a hard look at if I was in the situation he is. The fact he is familiar with the hassle of working with insurance companies might actually be a plus in dealing with the BS. I would also think that in more rural areas there might be more opportunity? Maybe easier to find a neglected house on a little land that looks pretty damn nice once fixed up. Maybe I can help this young guy along in life. Good guy, and I wanted to follow up on our conversation with accurate "here's what you can do" advice. -When I did renovate and sell a foreclosure I did it all on my dime. I wasn't trying to scale, just seeing if my instincts were right. It seemed at that point in time the best way for financing for a foreclosure remodel, was building a relationship with a local community banker? And doing a 1 year interest only loan. Or use a hard money lender. I assume this is still the case. Thanks for all the info!
  9. So I was talking to a younger fellow who is giving me a bid on some work, and we were talking about wealth accumulation. I told him one thing I wish I would have known at his age is that you can pull out so much money tax free, remodeling and selling your homestead. Now you have to get your wife to buy in. And if you want to stay in the same school district you always need to be hunting for the next house in your area. I told him I would actively look for old folks garage sales, and perhaps they are looking to move. If you can strike a deal you can go the attorney route rather than agent route. So may be a dumb question but are there very many lenders that package remodeling costs into a loan, base on the remodeled home price. Seems like there has to be something out there, but WTF do I know. Seems like FHA had a vehicle for that, But is there a conventional equivalent? Seems like the non-fed way was to finance the renovation yourself and plan on refinance after the renovation.
  10. Look in South Austin's mom's vajayjay...
  11. Work hard to the Maximus in the gym, study to the Maximus, and you can leave here as Longhorn Legend Maximus National Champius!
  12. It never hurts to talk. And I always ask how much money would your boss give up out of his pocket to keep you on? BUT I would also play the loyalty card. That it would have to be a very, very good offer to lure you away. And there is not way you would leave your current (though new) employer without adequate notice. And that he is hesitant to leave. Basically drive up the salary with this. This way you get both Thunderdome, and Old School Loyalty vibe in the interview.
  13. If it's any consolation I could have been PC's Limited employee number 128... But I would be on my 3rd or 4th wife by now.... so there's that!
  14. It's fucking crazy I know. Like crack.
  15. Not for dinner tonight! My play with Palantir is that is has been working AI in some of the most necessarily secure environments there are. So I think that corporate clients will not question the reliability and hack proof(?) software package. I've been bleeding with my Uvix hedge to some degree. But it was to get to this earnings. I actually bailed a little bit and retrenched when it and Uvix were both dumping I dumped a bunch a $64.50ish near the bottom middle of the month from this particular memory... This is our risky account. I assume there will be short covering by retail investors in the AM. Big beat. Glad I was on the right side of it.
  16. Probably actually as simple Guacamole and Super Bowl...
  17. I like this play with the US economy like a toy game we have going on now. Thank God Trump inherited such a strong economy, or this sort of shit would go really bad.
  18. Man I feel sorry for Dallas fans. You guys have to suffer through Jerry Jones endless hope destroying seasons, and now your best owner gave away control and Luka is gone. At least Cuban disavowed endorsing the trade. But that's what happens when you give up control. You become along for the ride.
  19. Well looking at the holding sell off in pre-market, looks like the market may shrug the tariffs off as temporary? Or assumption is they will not stay in place? I would think there would need to be a carve out for US Automakers. Otherwise you may be adding as much as $3000 to a GM or Ford, in the supply chain. Good for Tesla I guess to offset EV credits, but unsustainable for the US manufacturers. So I do not see the tariffs as anything but posturing. But I also do not see how politically Trump cannot keep at least some inflationary tariffs in place politically. HERE IS MY QUESTION - What, if any, stickiness will there be to prices "temporarily" inflated from tariffs? two year +.04, ten year -.03, thirty year -.05
  20. Hey Gil... Wanna bang? woulda been a lot cooler...
  21. Premarket down just over 500 points on both Nasdaq and Dow in the earliest trades tomorrow. What a fucking waste...
  22. I don't think focusing on the nuances of employment reporting hoping for pressure on the fed is much but wishful thinking. It's the same in every administration. Or is the hope that the incoming administration will start reporting big drops in employment? In the name of greater accuracy and transparency? The big dog in the room is inflation right now, and tariffs will make prices rise. And once prices rise? They tend to stay very sticky even if the tariff is temporary. Inflation is where the focus should be. At least for now. Most every person within the administration when asked about prices going up, has mentioned temporary pain. When the administration is telling us on the Sunday morning shows that yes, tariffs are going to cause inflation at least temporarily, I believe them. Basically the Fed has a dual mandate for controlling inflation without destroying employment. Or helping employment at the cost of inflation. Both move as a result of momentum. Momentum which causes the fed to forecast where that momentum is going. BUT right now, the Fed is not driving the Bus! Inflation and additional bloating of gov't debt that is unavoidable. Is where the bond market if focused, and that is ultimately where rates get set. Best bet right now for lower rates is stock market collapse. Then WTF does that do? I can imagine how frustrating it is to have rates settling in as such a high point, even if temporary, for you guys in the industry. High inflation means, higher rates, which means stock valuations are too fucking lofty, which means stock market retreat. All in varying levels of degrees in the short term (3-6 months). We are in a fragile place IMHO. So you may get that rate cut you are wanting, but at a price that is also largely distasteful...
  23. Rubbed out? Did something happen to South Austin's Mom?
  24. fuck- missed a tweet! Now the tariffs are not Feb 1st, but Feb 4th. Unless there is a tweet to the contrary?
×
×
  • Create New...