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horn4life

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Everything posted by horn4life

  1. I believe the administration. We are in for some short term pain. I bet Bessent got drunk as fuck Friday evening.
  2. About the only thing mudbugs are good for now... Is staging dick pics for boils in April? 😉
  3. All I was trying to do was get clean to PLTR earnings Monday after hours...
  4. Well it will be interesting to see how the market reacts to the tariffs next week? 10% swing in the VIX since confirmed to the upside.
  5. I thought the price was cash? Or that is why I end up waiting in line.
  6. THIS! My daughter loves her job with her current company, she's an Pharmacist and has risen rapidly in the last couple years. She has twice been hired for positions they manipulated to get her into. It's a big hospital network in Houston, and she was also chosen to become a trainer for Epic software. Epic is I think the biggest provider of medical software in the nation. She was helping them "fix" the glitches in their system once she learned it. I told her to apply for another job that I saw listed. That she was (as always) not fully qualified on paper. But a big part of the job was "becoming certified" in Epic within 6 month of hire. She was short on the years experience aspect (as she has been for every job). IF you are ever thinking of changing to a new position within your current company, I think it's fucking stupid now to see what you might be worth elsewhere at that point. IMHO.
  7. The odds are very high that your current employer started their business by directly competing against a former employer. Would your current employer hesitate to fire you to preserve their own position? All that matters is what will ultimately help you succeed in your new position. Good advice above in that while I am immediately thinking about poaching, I am likely a lot more come into the new company and get a lay of the land first. While you have recruited and trained some great people, you also might hurt your development of relationships among your new team if your started off by bringing in your own folks. It usually creates more animosity and uncertainty among your new employees. In other words, poaching too soon is almost always a net negative from both sides of the ledger. Early poaches could raise the ire of you old employer. And the oldest trick in the book is just to fils suit against you and let you bleed out in a case that years from now you will likely most certainly win. So why take the risk early? Now if you are talking about salespeople that can bring their accounts with them? Then my only concern would be at what level might my new employer help me fend off lawsuits aimed at your for poaching? Your job is to make you new employer more money. The best way would be to make the current team more productive, while looking ahead for potential good fits for the former co-workers you might covet now. I would think it will take you a quarter in your new position to really determine the strengths and weaknesses within your new oversight role. Do the eval, see where you might improve with some poaching, and go to work.
  8. Well... ShallowSurly is probably more accurate. Sadly probably in more than one way! (ouch)
  9. I'm sure I knew her. I was friends with the bar manager (?) Rosie, when I was putting my wife through Pharmacy school. I joked that she was my "surrogate wife" as I went their to grab a meal and a drink, and was definitely a regular. Rosie translated all the recipes from English to Spanish for the chefs. The on recipe I really wish I had was their Vegetarian Chili Recipe... That shit was amazing. My wife always loved the Hippie Chick. Was great place for our young kids into young adulthood. RIP Shady Grove and Mike.
  10. Well in two years he could be in a very good position to be about to cash a very big check. Until then, work hard, take advantage of the opportunity, and laugh your ass off every shitty weather day in Ohio! Welcome to civilization young man! Now... BECOME a hero!
  11. First- I assume everyone expects the Fed to stand pat and do nothing? Second - I was listening to the guy that runs/founded compass on either bloomberg or CNBC and her had some interesting comments I latched onto. He was talking about Miami and Austin being tougher markets because we led the upswing. He said that 40% of the listings in Austin had taken a price reduction. Which I thought was an interesting sign of sale price expectations bumping up against reality. MMI was down to 220 with national average of 7.02% mortgage same as last report.
  12. Let's be honest, DeepSurly actually sounds pretty good...
  13. NDVA up about 2.5% after hours.
  14. The fact it comes about a week after tik tok's banning makes the timing suspect, at least to me. IF it's true... said the guy repeating the rumor a repeated liar just told them. There simply have not been very many true innovations that have come out of China that were not simply using US technology. But what better way to slow US investment in AI down than to make you question the value of your investment and more importantly your investments planned in the near term. Disruption is likely the point. if the cost is $100 million and not $5.6 as reported? Does the market move like it has today? No fucking way. But even at a big price tag the disruption might be the whole point.
  15. Hell even if China burned $200 million on Deepseek, it was worth it. Fucked with US markets, NVDA scrubbed nearly $600 billion in value. I wonder how many short plays might have been orchestrated by China on this? You could pay for $200 million pretty quickly that way. But shows market is skittish on valuations in AI.
  16. Apparently one of the "bonuses" of Deepseek is giving up all your gmails...
  17. From CNBC a sec ago -New home sales up to 698K vs 671K estimate. New home sales based on signed contracts during the month. Median sale price up 2.1% year over year, along with the obvious high interest rates. Incentives and mortgage buydowns. Said most increases in NE and West. I will be curious how the MMI looks. Builders and lenders are two different animals, though clearly symbiotic in nature. I spoke way back about "buyer capitulation" on interest rates, and what might show that would be a rising MMI even against the higher rate? But if new homes are still rising year over year, and that translates to the larger market, prices are going up. If that is the case, then you make up that point you are trying to save in appreciation fairly rapidly.
  18. I meant inflation this week at end. Market surged like a mofo on good inflation data. so I think the number will be a market mover. If the numbers drift up even slightly, does that cause a marked downturn in the market? Or can Trump actually whip the FED lower? Even in the face of challenging inflation data? In that case is stand pat no movement up or down considered a positive or negative? Anyhow likely to be another week that seems like an eternity... I guess you are jumping for joy if you were moving into China tech
  19. Apparently the energy efficiency aspect is a biggie. As that is a fixed operating cost for chip investments. I hopped over to OKLO (small nuke energy provider) and it's down 16% in pre-market. I sort of think the market is gonna shed the losses that are more broad over the day. Or will folks wake up in panic and really fuck shit up? I have no fucking idea. But the market is skittish as hell, and the Fed's musings while holding, and inflation up next week...
  20. PLTR down 6.5% or $5.07 premarket to $73.80 UVIX up 25% premarket
  21. See there is a way to lower rates! Either have me buy back in a bit to PLTR, or have the overall stock market sell off more broadly. 10 year down to 4.518, or 10 basis points, Dow futures down 1%, nasdaq down 4%.
  22. Almost nobody puts up $1,000,000 on a W-2. That's why pretending that billionaire income taxes are too high. Because they do not pay income on the vast majority of their income. Most folks that could knock down a $1,000,000 W-2 are business owners, and way too smart to pay taxes like "the little people." The business owner would simply convert the ordinary income into dividend distributions. And turn that regular income into cap gain. Then instead of paying that pesky tax that funds medicare and 12.4% social security, they pay % on cap gains.It's a pretty good deal really. As your cap gain tax on the $500K in dividends is is 15%. Much petter than paying the "little people" employment expenses PLUS income tax. So the answer to your question is not very many people have 7 figure W-2's. Folks that are making $1,000,000 a year as an employee, usually have a lot of comp coming to them in stock options. Which has the same effect as shifting income to a dividend payment rather than W-2. The exception on that million ins W2 income are likely on the East coast in finance, and the west coast in Tech. But if you are working for somebody else in 95% of the country, and hoping to hit that $1,000,000 W2? You probably should have taken your $500K salary and started a business that would produce that same $500K.
  23. Jerry signed Dak to the biggest contract ever signed by a QB. Any damn coach can win with that level of talent! And by God! Jerry is actually trying to prove his theory! (rather than win championships)
  24. In Loving Memory of Gregory "Greg" H. Reynolds October 14, 1982 - January 22, 2025 Our beloved Greg passed yesterday as he lived. He was thrilled beyond imagination to see the Texas basketball team make a 22 point comeback versus A&M. The excitement unfortunately caused him to choke on a chip overflowing with his famous homemade salsa. He was found with a wry smile locked onto his face, that was illuminated by the screen of his laptop. He died as he lived...
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