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Posts posted by Hefeweizen
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1 hour ago, Biff Tannen said:
California's just sitting there man.
I’m sitting here chuckling. Got done with work around 330 my time, going to go on a bike ride on the bike trail that runs along the coast over 20 miles along Monterey bay. It’s about 67 degrees, sunny, nice breeze.
Yeah I feel like I hit the gotdam lottery.
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IBRX says “hold my cancer drug.”
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1 hour ago, Sam Lin said:
None of us. Even us idiots didn't touch that stupidity.
Yup. Worse than GameStop. There was some serious stupid money chasing meme stocks.
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Honestly at this point I’m good with just opening up the Arsenal and seeing what they need. Send it all over. Fuck Russia. Fuck China. Evil can’t be allowed to triumph.
It’s possible I’ve had a few too many..
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15 minutes ago, Doc Sam Beckett said:
Hey, if your daughter needs a place to ride the storm out, I'm down in San Diego
Never change, surly. She’s good, moved in to dorm ahead of the rain starting and I’m going to weather the storm tomorrow before heading back first thing Monday.
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I just pulled into LA. I’m moving my daughter back in for the fall semester. With my weather luck, expect LA to be under water Monday morning when I’m headed back north. Remains to be c seen how long it retains its strength. But yeah pepper your angus SoCal.
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No. That’s what makes me qualified to talk to stupid non engineers.
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3 hours ago, G650 said:
Most engineers I know aren't necessarily conservative, but rather have a very low social IQ
Yup. I’m an engineer and don’t do great with people. I am better than most other engineers at it though. So I get to handle clients, public presentations, expert testimony, etc…
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Closing in on 20 lbs down and starting to notice some nice side effects finally. One, my knees hurt a lot less after tennis. Two, I am totally used to the portion sizes that I need to stick to. Three, a lot more energy at the end of workouts lasting over an hour.
This is right around the halfway point for me, since my target was 245. I am debating going to 235 instead but that will be once I hit my target.
I miss sugar but can make this work through my goal and then reintroduce some. I can’t recommend tracking calories enough, it’s the only thing that’s worked for me because it was way too easy to consume an extra 500 calories of food each day.
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On real estate, watch the guys who charge a management fee. There’s an incentive to let that ride for a while and be in no hurry to finish. Meanwhile the equity partners are getting cash calls and bleeding until lots are closed. I steer clear of those guys but real estate is full of true sharks.
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Lots of good ones here, I’ll second the reflective sunglasses on the baseball cap in any form usually is a douche.
Adding verbal tics. Dude, bro, my man, I’m none of those things.
“Ya know” thrown in every fifth or sixth word. Especially if you’re a fucking attorney with a law degree from Texas, ya know?
Spotless giant trucks. If you have a 250 long bed and it’s got a tool box and is used, we’ll get along fine. If it’s been detailed we’re probably not going to be buds.
Actually who am I kidding? Outside of my dog, kids, and wife I don’t like people very much.
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Real estate, if you have plenty of liquidity and balls of steel. I mean, recently it’s all been great but there can be some wicked swings in value, and you’re fucked if you need that cash fast.
I have had opportunities to be in multi family and single family deals and didn’t like the risk profile. Outside of silly stonk bets I am just way too conservative.
My dad has a stamp collection that was worth several hundred thousand at one point. It’s not worth anywhere near that as philately has just about died out. He also collected coins but my sis got those as a wedding gift. I have always viewed “stuff” with suspicion.
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Fucking hedgies. Literal con men. You could just park it in index funds and save a couple of hundred basis points.
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Not illegal as they have no tree ordinance. But that is a stupid and immoral thing to do to a healthy tree.
Funny story, I one had a project in BFE that had a 8 ft diameter live oak on it. From the start I told the client if they wanted to remove it I was out of the project altogether.
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God I’ve been begging for my company to FAFO with this so I can just retire with no guilt at all. But so far no dice.
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Nice socks, dude.
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Ackman shorting 30 year Treasury notes right now. Pretty interesting bet in inflation not being completely tamed.
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Lol Krugman.
Edit: I think there’s another monkey shit flinging debt ceiling slap fight coming so maybe they are getting ahead of it.
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I think Fitch explained their reasoning pretty well. Fiscal deterioration, check, down to the wire clown shows on debt ceiling, check, 20 years of deterioration in governance.
It points to a bleak trend for the US as ultimately it means money is more expensive to borrow as risk is higher.
I can’t believe the first cut was 12 years ago. Time flies when you’re having fun.
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Oh shit I am so fucked then.
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PAXS was the other Pimco vehicle I was thinking of. The one big downside to Pimco besides their NAV to price is their expenses, but that yield is amazing. So much so that a lot of people keep predicting they will need to cut distributions (especially on PDI) but it hasn’t happened yet.
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I really like Pimco and Blackrock funds. Pimco has PDI and another that I can’t think of now. Blackrock has the best tax exempt California muni fund. A lot of people like the new JP Morgan fund, JEPI, but I think it’s limited in upside on bull markets.
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SurlyHorns Appreciation Thread - Thanks for Not Being Too Annoying
in Please do this better?
Posted
This thread got political in a hurry.