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Hefeweizen

Certifiably Surly
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About Hefeweizen

  • Birthday January 1

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    Fuck you.

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  1. Meme stock market right now. I feel like it’s basically just random day to day based on announcements. Until the talk is replaced by data at least.
  2. Saba v Iga would be fun. We’ve had that final in Madrid before and it was classic.
  3. Signed, Ron “long” Vara.
  4. 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.
  5. 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.
  6. I don’t think you can omit the stupidity of buyers.
  7. 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.
  8. 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.
  9. Have you tried unpausing and repausing them?
  10. 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.
  11. The travel drop off is a pretty clear warning sign. We’re fucked.
  12. Carlitos got beat by Rune pretty straightforward. It’ll be interesting to see if the French becomes more open as a result…
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