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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. It is possible that treasury bonds are being sold by sovereign funds as retaliation for tariffs. It’s also possible that it’s just smart money heading for the exits. Either way if treasury bonds are viewed as a weapon, it is a nuclear one. Today should be fun.
  2. Anyone have some suggestions for a really nice dinner for four (2 olds, 2 young adults)? Looking at Primal Steakhouse. Never been to Vegas, don't gamble, and we're making a family trip of my daughter's MCAT. Don't ask about the circumstances, weird all around, but want to do a fun dinner.
  3. Any thing anaphylaxis says you can safely bet against. One of the few truths in this new world.
  4. Can’t wait to read Nassim Taleb’s book about the shit encrusted swan.
  5. This is good advice and thanks TexArcher. I know this shit is life altering for a lot of people and I’m sorry for everyone getting fucked by this.
  6. I think we’re going to bottom at around -30 to 40 percent on the S&P. I think unfortunately it’s going to take a while. Would love to be wrong.
  7. Anyone want to bet on whether we hit circuit breakers tomorrow? Pretty sure that is going to happen.
  8. He worked big Foe. I don’t like his style of play, at all, but damn some of those odd angle shots are unhittable.
  9. Honestly I don’t know what advice to give. In 2000 I held through, in 2008 I held through it, in 2020 I sold quite a bit but bought back in on the way up. I rotated out of US equities and am still not buying. I think there’s too much uncertainty right now.
  10. I snorted, thanks asshole.
  11. Hope it was worth ruining your reputation for a taste of power, bitch. Amazing how many people get sucked into thinking they will make a difference at all.
  12. Which fuckfaces? I’m sitting here completely befuddled. I’m feeling like next week is going to be really cool man.
  13. Maybe? I’m fucking drunk as shit right now.
  14. This situation is making me think I should try some edibles.
  15. Great news, we should soon have the opportunity to find out!
  16. We as a family are cutting way back on travel. Discretionary spending was already down otherwise. I am trying to convince my wife she does not need a Live TV app ( Hulu right now but YT is similar priced). Canceled Netflix years ago, ready to cancel prime as well. We are lucky in that we live where we want to be, we have everything we need, and don’t need to travel. We have some future remodeling plans that can wait. I feel bad for people trying to buy a house, a car, or with little kids who will be needing clothes and diapers; they are going to be squeezed hard.
  17. Just like the stock ticker doesn’t need to show on TV, we don’t need jobs reports anymore when everything is great.
  18. There’s a bottom but we aren’t 5 percent away from it yet. The falling knives are sharp. I think you need some real blood on the streets before jumping in. Enough cliches for one paragraph.
  19. Did you turn that frown upside down?
  20. Right now I’m feeling pretty good about revising my investments completely in January to put most of my Equity in international funds. Usually I am about 80/20 on my portfolio but in January I went to a 35 percent domestic value equity, 25 percent bond and cash, and 40 percent international equity portfolio. Today my portfolio dropped 0.8 percent. That felt a little less bad than I expected.
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