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LCHorn

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Everything posted by LCHorn

  1. What makes you think economic status is ignored? Fox News?
  2. Somewhat off topic but for our Asian posters, is there something of a stereotype that you all have to learn to play the violin? I know probably five Asians that play the violin, another one that plays the cello and zero whiteys that play either.
  3. At least in my neck of the woods I don’t think the failure to build is regulatory or political (that city of Austin permit shit isn’t stopping KB homes from building 3k rooftops in Manor), I think it’s mostly labor shortage and Covid based disruption in capital markets (the brakes got put on commercial lending in March 2020 and didn’t get back to normal for probably six months). And yet that’s really just a side story to the enormous increase in demand.
  4. Well, the difference is that the shortage is due to scarcity and not speculation. @Wulaw Hornlikely already read Habib today and this is stolen from him, but there’s less than a fourth of the inventory available in 2007 and preceding the bubble popping. I may have a skewed sense of scale because I am in Austin, but there is just SO much money floating around from all the tech workers and most of them are young and buying a home or upgrading.
  5. What I’m really hopeful is that @Bozo_Casanovaor @billfromlaketravis invite me over to drink from their collection and I’m going to give them one my 1835 bottles and insinuate that it’s a gift beyond measure, or at least that’s what the staffer at Spec’s promised.
  6. I’ve generally found that once my interest in bourbon became more public amongst our circle of friends that I’ve been gifted probably every terrible bottle of bourbon that has Texas or Austin somewhere on the label in the market place. Unfortunately, because I’m a hoarder, they just accumulate like lost children taking up space in my liquor cabinet. Maybe I should just box them up and leave them somewhere conspicuous in West Campus.
  7. Not sure you mean aggressively positive but if you expect we hit the over on the 30 year then I agree with you. Same on inflation-no way we’re back down into the 3’s that fast.
  8. Four of my office mates have had it in the last week that also complained of the brain fog and they are reporting about a week to get over most of it.
  9. Based on what I recall from your previous posts about housing, I don’t think $6k for your current home would be a wild exaggeration. The Austin rental market had a big adjustment in 2021 (finally).
  10. Well, it encourages their use. Probably best to think of it as something that could be done in lieu of a higher cost program improvement.
  11. There was a Mezzaluna’s over there but I doubt that’s what you were thinking of. Maybe a predecessor in the same space? My go-to back then was Ray’s but steak generally was only when the parents were in town because I was a broke student. Anything north of the airport seemed like a whole other universe.
  12. I *think* Eddie V’s is closed. If I want a steak I’m heading downtown, anyway.
  13. Sienna’s dining room has all of the charm that Andiamo lacks. Frankly they need a team-up.
  14. Haha, @jimmyjazz food suggestions are always a time machine back to the early 2000’s…
  15. Sway is closed, Roaring Fork and Manuel’s still open.
  16. I keep meaning to put something out on the Facebook pages “ISO” but in dollars I think the floor is about $800. it’s interesting that Weller 12 is turning into trade currency like cigarettes in prison.
  17. Dunn was a year behind me and New Caney was in our district. We were terrible back then (I think we won 2 games my junior and senior seasons and he was bigger and faster than anyone on our football team. Suffice to say it was a massacre both years.
  18. I agree with you but it’s far past time to pass whatever bill Manchin can stomach and move onto voting rights full throttle.
  19. Jeez, you guys. Talk about killing the messenger. I will say @Barbacoa, it does come off as your analyst friend considers himself a little superior to pretty much every other coach referenced in your post. Did he mention anything favorable in reference to the Horns?
  20. He works for the city now and has to go where he’s told.
  21. Seconded. It’s only real usefulness is I can take my kids there and ignore them for half an hour.
  22. The market is in panic mode now; I bet we hit 4% and THEN maybe the Fed will quit spooking everyone that they are going to flood the market with their portfolio of T-bills and MBS.
  23. I think that's basis points, not on the rate. 25 bps isn't going to cool the second home market by much.
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