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Hefeweizen

Certifiably Surly
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Posts posted by Hefeweizen

  1. 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
    • Like 2
  2. 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.

  3. 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.

  4. 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.

  5. 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
    • Haha 1
  6. 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.

  7. 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.  

  8. 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.

  9. 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.

  10. 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.

    • Hook 'Em 4
    • Rage+1 3
  11. 4 hours ago, Francisco 2.0 said:

     

     

    They can redefine it all they want.  BLS is likely the next bit of fuckery coming anyway.  Private organizations will use their own data.  What we’re going to see is the people who can, shifting anything they rely on away from government provided information, because you can’t rely on it.  Can’t wait for private floodplain maps!

    • Like 1
    • Fuck Around and Find Out 1
  12. 7 hours ago, Sawbonz said:

    Pubmed working fine for me

    IMG_0078.thumb.png.25fb7e3fc0d7d4c0dfab3a6687fc025e.png

    Glad it’s back up!  It was down at about 945 last night with an outage message and she was freaking out.  Back to brainworm research!

     

    image.thumb.png.94aecf1e9f9c34c785ba00f79f8236c0.png

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