Everything posted by Hefeweizen
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Markets still falling like whoa
Texas municipal utility districts. Pretty good deals to be had.
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Markets still falling like whoa
Same as it ever was. The fleecing of the individual investor. We’re really headed for a 1929 like event right now.
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Markets still falling like whoa
Looks like a good week to start drinking again.
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Bomb Bomb Bomb, Bomb Bomb Iran.
I’m sure the ayatollah of rock and rolla is shaking in his boots.
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Markets still falling like whoa
Dimon? I was confused about who diamond was.
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2021 - Is inflation finally back in the conversation?
- DOGE: America Fucking Around
Don’t worry, after move fast and break things we’ll get MVP for government services. Look up “minimum viable product” and that’s their target.- All Encompassing Mortgage and Real Estate Thread
Chatting about this today. I wonder whether the homebuilder side or the in house mortgage originator is buying down the difference. Because someone is buying it. Wondering how long that is tenable in the current rate market.- DOGE: America Fucking Around
Anaphylaxis brain broke.- Trump’s America
Need a barf emoji right now.- The Surly Budget Wine Go To List
I’ll contribute: TJ boxes of Cabernet are actually pretty good!- Texas -- a failed state
Davila Harris is a fuckwad. Regardless of party affiliation. Useless.- Alaska volcano about to Spurr an erruption
My grandfather was a combat engineer in the first special service force. Small world…- Alaska volcano about to Spurr an erruption
- Real estate prices in top 50 metros
California still has more wealth coming in. Don’t be fooled by who is leaving California. It’s not all tech bros going to Celina and Katy.- 2021 - Is inflation finally back in the conversation?
You might be right, but I’d just as soon pass on that work as do it for the reduced price. One of the benefits of working for private and public clients. I knew multi family had been there but I don’t touch those projects. It is the first clear sign to me that there is real fear that they are having to reduce prices further than just buying down mortgage rates and throw in extra incentives. I also know a couple of developers who are really slowing down new lot delivery because builders willingness to pay top dollar per front foot is dropping.- 2021 - Is inflation finally back in the conversation?
I can tell you one of the big home builders is telling all their vendors to bend over and reduce prices right now. Because I just told them to fuck off on a proposal they sent me back with redlines. Times are about to get real fucking interesting.- Markets still falling like whoa
I’m not sure I agree with your detective work there.- Markets still falling like whoa
You already went CR dude. But that’s ok because macroeconomics is woke.- Katie Porter is a very bright woman
Everyone in California is sick of Gavin’s shit. Go away douchenozzle.- Markets still falling like whoa
Bessent just said he’s comfortable with some disruptions. We’re in for a rough ride when the government is talking down the market.- Tariff wars, they have began
You’re high if you think china will do anything for TSLA. He’s going to get a government bailout. China is way ahead in EV among other areas. BYD is cheaper by like 70 percent already?- Everything is Shit: Tracking the Great Enshittening
I don’t fly southwest unless absolutely unavoidable. But I also don’t check bags usually. Between FAA shenanigans and the general unpleasantness of flying I prefer to drive if it’s within 500 miles. Alaska airlines is everything Southwest isn’t anymore- cheap, efficient, and no bs. I like them when I have to fly.- San Diego recommendations
No, guy next to me had it and it looked great but I did the Katsu with curry, and it was awesome. I’ll be back in a few weeks and will likely hit it again.- San Diego recommendations
That’s the place I had lunch today! Top notch. - DOGE: America Fucking Around
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