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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. And yet he's right about aggy.
  2. Funny story, both my kids are doing great in undergrad, and have been encouraged by advisors and faculty to apply for PhD programs overseas. Is this the direction everything is headed? Where faculty are recruiting our kids to go to Italy or Germany for graduate studies? Fucking hell. I remember the days everyone was trying to come here for the opportunities. What the fucking fuck.
  3. A big fuck you for using stupid fucking AI. You're a moron if you need AI to explain shit to you. Get the fuck out and go back to your AOL.
  4. Yeah I think everyone thinks about food and gas but shelter is completely off the rails when it’s approaching 50 percent of income in some places. I think Vegas is a sub market like this and if there were a way to short a housing market that would be the one I would do right now.
  5. Pretty sure the top of the K in income is 175k, and in net worth around 1 million. And the fix is a more progressive tax system, but that's blasphemy. I love my capital gains being taxed lower than income. That's only going to keep increasing the inequality between the owners and renters in the economy.
  6. They are by and large excellent economists and eggheads. They stay away from politics, but the stupidity of some of the policies can't be argued intelligently. So it's pretty clear where they stand. The H1B visa discussion was excellent and thought provoking. I thin @Bozo_Casanovaput me on to this podcast and it's a Friday appointment to me now. So much better than most of the shlock out there.
  7. I listen to Moody's and their guest, Heather Cox or something like that, was very much in the mindset of no recession but the middle class is totally turbofucked. I think all of Zandi's panelists were unanimous that if the stock market sneezes shit will hit the fan bigly.
  8. I’m feeling really salty now about going heavy in fucking IBRX and selling all of UUUU and EOSE back when they were dog shit. I shouldn’t but still.
  9. I got Anaphylaxis reading this post.
  10. Yeah unsurprisingly the guy who likes to call people pedo turns out too frequent an island that was known for rape of young women. Release all the Epstein files.
  11. Let’s see if the Epstein files finally get released. There must be a lot of pedophiles scared of that release.
  12. Cancelled all Disney and Hulu live this morning, will switch to YTTV. Given the horns games so far this year I am not sure how much I am going to miss sports. As I’ve gotten older I’m having a hard time caring as much.
  13. Gold is likely the best store of value or Bitcoin if you believe that particular vehicle works. I personally moved a big portion of my equity positions to overseas ETFs. The world is going to suffer from the US catching a cold but I really see the debt problem we have causing long term decline in the dollar. I think that’s the hidden part of the inflation in prices.
  14. We’re going to get negative growth and inflation and we’re going to like it. My prediction is by 2028 we’re going to see double digit interest rates to control inflation, but maybe it is a little later. Inflation heading to 15 percent or so in two years.
  15. All this thread confirms is my decision to check the interwebs less frequently is good. Peace out.
  16. Was in Austin and stopped at Stiles Switch. Still excellent and really satisfied my craving. Texas BBQ is still the best.
  17. Could go in the heavy music thread, but fuck it:
  18. Somehow being a child rapist isn’t disqualifying anymore. Trump is in the Epstein files, everyone knows it.
  19. I think if the Epstein files were released maybe we could see some of the republicans stand up for kids. Maybe even see straight for once.
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