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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. I think there are a lot of people still expecting the administration to cut quick deals and roll the tariffs back. I don’t think they understand there isn’t a rewind button here. This isn’t getting quickly undone.
  2. Have you tried unpausing and repausing them?
  3. Directionally this market is down until there is significant improvement in macro news, everything right now is shitty. When you’re expecting JPow to go brrrrr as your Hail Mary, I’m not sure if we have another QE rally in us.
  4. The travel drop off is a pretty clear warning sign. We’re fucked.
  5. Carlitos got beat by Rune pretty straightforward. It’ll be interesting to see if the French becomes more open as a result…
  6. I am also the greatest stock picker ever. I used to be modest, but now I'm perfect.
  7. https://www.yahoo.com/news/layoffs-coming-mack-volvo-truck-001425282.html This is something to keep an eye on. Trucking freight is one of the key indicators that is actually leading, so I am curious to see what happens.
  8. The real question is why you are engaging with a known troll. Put anaphylaxis on ignore where it belongs🍊
  9. Not true in California, I had to take additional examinations in surveying (reasonably easy) and seismic principles and design (not easy). But there is generally comity between state licensing boards otherwise.
  10. Ag with no fucking brain seems redundant but it fits.
  11. This is dumb Russian propaganda. The GRU would be proud.
  12. Yes my son in La Jolla said it shook pretty hard.
  13. Let's be fair. A 30 second plan would be generous for this semi sentient orange pile of shit.
  14. The Shart of the Repeal.
  15. ALPP would like a word with you sir.
  16. That was inevitable. We’re not a reliable trading partner anymore. This is generational. China is going to suffer unbelievably in the short term but we’re going to see consequences for the next twenty years to this silliness. I think our best bet is going to be to hope former allies forgive us for our collective stupidity on trade for the next few years.
  17. Apparently my cohort sucks. I’m squarely in the middle of GenX at 52. This actually checks out pretty well.
  18. Hefeweizen

    NPR Tiny Desk

    Just catching up on these and the best ones so far I've seen: Cranberries, Norah Jones, Chris Stapleton, Doechii, and Ludovico Einaudi. Einaudi brought tears to my eyes, really fantastic in that format. What a cool concept.
  19. Two kids under 21 so nothing casino adjacent I would think, but something special and unique )if that exists). It's a birthday dinner for the youngest and his favorite cuisine is probably Thai, with Nashville hot chicken a close second. My wife and I are fish and fresh vegetable types. I'm the only one who drinks so the wine list is irrelevant.
  20. If the star fits…
  21. Maybe make people who had DEI wear a Star on their clothes? Seems like that would help identify them later.
  22. Thanks for the recommendations. Lots of food for thought.
  23. From what I’ve read it’s the carry trade getting unwound under duress. Hopefully it’s limited to a few funds caught with their pants down…
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