Jump to content

Hefeweizen

Certifiably Surly
  • Posts

    3876
  • Joined

  • Last visited

Reputation

5957 Surly 10%

About Hefeweizen

  • Birthday January 1

Titles

  • Title
    Fuck you.

Recent Profile Visitors

5930 profile views
  1. The surge in imports was directly tied to the incoming tariffs. There’s plenty of evidence businesses were advance ordering to the extent possible to offset future cost increases. NX was the biggest driver on the GDP change. The most interesting story I heard on this was on NPR and it was how since the tariffs are in effect, a lot of shipments are being sent to Mexico or other countries for temporary warehousing until some clarity emerges.
  2. Real GDP contracted by 0.3 percent. Before Liberation day. We’re in a full on recession and it’s going to get much worse.
  3. I don’t think you can omit the stupidity of buyers.
  4. Missed top and bottom line estimates and withdrew guidance for FY 25. Everything’s fine. Oh to add: But for 595 million of environmental credits they would have posted a loss.
  5. I think there are a lot of people still expecting the administration to cut quick deals and roll the tariffs back. I don’t think they understand there isn’t a rewind button here. This isn’t getting quickly undone.
  6. Have you tried unpausing and repausing them?
  7. Directionally this market is down until there is significant improvement in macro news, everything right now is shitty. When you’re expecting JPow to go brrrrr as your Hail Mary, I’m not sure if we have another QE rally in us.
  8. The travel drop off is a pretty clear warning sign. We’re fucked.
  9. Carlitos got beat by Rune pretty straightforward. It’ll be interesting to see if the French becomes more open as a result…
  10. I am also the greatest stock picker ever. I used to be modest, but now I'm perfect.
  11. https://www.yahoo.com/news/layoffs-coming-mack-volvo-truck-001425282.html This is something to keep an eye on. Trucking freight is one of the key indicators that is actually leading, so I am curious to see what happens.
  12. The real question is why you are engaging with a known troll. Put anaphylaxis on ignore where it belongs🍊
  13. Not true in California, I had to take additional examinations in surveying (reasonably easy) and seismic principles and design (not easy). But there is generally comity between state licensing boards otherwise.
×
×
  • Create New...