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Hefeweizen

Certifiably Surly
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Posts posted by Hefeweizen

  1. 13 minutes ago, tbone_ said:

    Maybe we should miss a payment, let the market tank, buy it all back on the cheap. Then start making payments again.

    US bonds would still be the best relative alternative there is.

    I’m not sure I agree with your detective work there.

    • Hook 'Em 1
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  2. 1 minute ago, tx 3 putt said:

     

    putin is a heavy heavy influence on the orange dumb ass. i can easily see putin and his minions slapping dumb ass on the back on all these wild decisions. 

    china is a heavy heavy influence on musk. china's market might be the only lifeline out there for tesla ?  

    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? 

  3. 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.

    • Hook 'Em 5
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  4. 14 minutes ago, Butch Had Not said:

    Get the katsu sandwich?

    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.

  5. In SD for a day, and it rained, hard, most of the day.  Hit the maritime museum which I had never done before and it’s fantastic.  Great lunch at a katsu place in Clairemont.

     

     Great city, wonderful place to visit.  I love the flight down from Monterey, it only takes a bit over an hour.

  6. 6 hours ago, Hagbard Celine said:

    As of March 7, 2025, the S&P 500's P/E ratio was 27.3

    The average P/E ratio for the S&P 500 is around 24.75

    Headed to between below 20. That’s about a thirty percent decrease.  Lots of room to run imo.

  7. 1 hour ago, Parliament said:

    It would shatter the windshield.  And the splatter would corrode the body.

    I think chefs call that “velveting”.

  8. 1 hour ago, Nice Guy Eddie said:

    Would it be wrong to carry around $7 eggs and throw them at parked Cyber Truck windshields? Asking for a friend.

    I would think driving one of those turds is punishment enough.

    • Like 1
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  9. Amazon is really going down the tubes.  Most everything I’ve price checked is cheaper on Walmart these days.  Walmart does free shipping over 35 bucks, and prime video really isn’t worth much for the free tier with ads.  
     

    I may not renew prime again despite my college age kids loving the convenience.

  10. The GLP makers seem to have something the US is going to buy a lot of…

     

    we’ll see how it works out.  I don’t begrudge anyone staying heavy in US equity but right now I think it’s tremendously overvalued.  My US equity exposure is all in value mutual funds because I think they’re slightly less susceptible to the burst coming to the AI bubble.  

  11. At the outset of this clown show I moved from an 80/20 equity and bond fund allocation to 45 percent value equity, 35 percent international, and 20 percent cash.  International equities are trading at comparatively low valuations and I think are positioned for relative growth in the next five years.

     

     Feeling pretty good about that decision a month in.

  12. I can’t see a scenario where they give up the sweet DOD lucre they’ve been milking from the teat.  I think the assignment of IP is quite possible and setting up a related party at arms length (haha) is how I’d try approach it.

  13. The way Europe gets American attention is refocusing their purchasing of military hardware.  The defense industry in the U.S. collapses if it is down to Israel and the US buying its shit.  I see a real chance that the US slide to irrelevance accelerates this year.  China is the big winner just by staying the course.  Taiwan will fall on their lap.

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