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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. Apparently Elon is about to lawyer up for Logan Act violations. Shit is about to get really fucking visionary.
  2. Sorry I’m down to 100 shares just so I can pretend to play. I did sell all my PBR ahead of the runoff in Brazil. Collected a 25 percent yield in a few months. It’s just too risky until Lula wins the runoff.
  3. EOSE really tempting me by dropping to 1.50 AMYZF really needs a kick in the ass to get and stay back over 0.5
  4. It informs his entire worldview. Short answer is yes. And he has no one to tell him he is fucking up by doing this. His only hint is China and India backing away, but even then he is viewing it through the lens of the US forcing them to through coercion.
  5. Lol this stupid game. This is worse than peewee.
  6. Hefeweizen

    49-0

    User name checks out.
  7. This is a hilarious cripple fight. I love to see it.
  8. I’m glad Bama is this incompetent. It will make the aggy meltdown even better.
  9. Aggy sucks. Bama just sucks less. Milroe is turrible.
  10. Yeah I was talking about ones for large projects, that can take a while to repay. The interest rates on those are killing project margins to a point the pro forma doesn’t pencil. Think double digit interest rates, with serious penalties. Then weigh the risk that the project doesn’t occupy/produce revenue because of market conditions and all of a sudden it makes no sense to build. So right now everyone is entitling projects then putting them on hold.
  11. From one of the more expert commentators on the war:
  12. Not a structural engineer, just civil, but I think the upper portion of the rail bridge is fucked until they can replace beams. Steel doesn’t need to melt to lose its tensile strength, and once that happens the concrete is doomed as soon as any tensile force is applied. I think the roadway is easier to repair because it looks like the deck slid off the piers. The big question is what if the piers are compromised? That is a months long repair. Short summary, that bridge is fucked. US army corps of engineers would be able to do something quick but they are bad ass at this kind of stuff. Russia, what engineer doing?
  13. One of my favorite things about Eastern Europeans is how they have absolutely no filter on their thoughts:
  14. Try it and let us know how it works out. Unfortunately you have collateral.
  15. Hell I’ve thought about it before. She wanted to buy a ton of AMC when it was sub 5 dollars and I laughed at her. Jokes on me.
  16. If you’re in acquisition you may already be there. I cover the spectrum from early feasibility to finished lots and different people have different risk tolerance. Elgin is a pretty annoying place to work honestly. Only place I prefer to work less is unincorporated Travis county, but it pays way better. Construction loans appear to be the main deal killer right now.
  17. Fuck I was hoping someone would get the William Carlos Williams reference but I’m a booknerd. I deserve any opprobrium sent my way.
  18. How are the employment numbers inflationary? Explain like I’m five because I saw participation rate is still down overall. I don’t see the report as inflationary but rather that the Fed is having very little impact on the job market so far.
  19. Jerk. Like anyone would waste their time on that.
  20. The Downfall meme is overdone but this is hilarious.
  21. In a Clipper, packed in sawdust. I suspect the thief is some fruity kind of guy with long hair. Maybe even a poet.
  22. Jesus this is horrific reading. First the cow, then eating the fucking dog they befriended? Yeah I was on team fuck Russia before but I have a feeling this book is going to bother me.
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