Posts posted by Hefeweizen
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2 hours ago, ChickenSandwich said:
It is implied the numbers released are false or “made up.” Seems like the “real” tariff amounts and VAT taxes applied to American exports would be relevant information before working yourself up in to a tizzy.
Chicken shit sandwich doesn’t seem to have a functioning brain. The numbers weren’t tariffs. But go on Dumas.
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1 minute ago, The Royal We said:
I opened my CNBC app to take a quick look at the market and see "TSLA shares rise on unconfirmed report Musk could be leaving his DOGE post soon." I fail to see how this will improve sales, but the stock is up almost 4% at the moment.
Oh he’ll have more time to shit post as “Technoking”. Memes print money.
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7 hours ago, tbone_ said:
You might want to re look at the stock prices of the big publics over the last 6 months.
Also, for what it’s worth the incentives may look like shenanigans to buyers but the accountants and analysts have no problem accurately discerning actual revenue, cost, and margin. And yes, the big publics are in choppy waters right now.
While they may own their own mortgage companies, they are not the investors in those loans, so they are still subject to market forces. Owning the originator may make it easier to execute a rate buy down but the cash to do so still comes straight out of margin.
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.
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1 hour ago, Gatorubet said:
Brat, my uncle was a veteran of the ‘Devil‘s Brigade’ - the First Special Service Force. They invaded Kiska only to find that the Japanese had left. So they were sent to Italy to fuck up Germans (and so earned their nickname).
My grandfather was a combat engineer in the first special service force. Small world…
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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.
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Non-political tariffs thread
in Daily Texan
Correct. They’re on the possibly to do list if they don’t get fentanyl under control or something.