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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. I had some plums in my icebox that I was saving for breakfast. They looked sweet and delicious and cold. Some asshole ate them.
  2. I’ll give a short anecdote based on the real estate world right now. 1). Homebuyers are having a hard time qualifying. 2). Builders at first were like “whatever, we’ll keep selling” 3). Then builders start to see too many cancellations and panic throwing whatever they can in at closing to keep buyers (but not lowering prices) 4). Builders start walking deals because of the reduced closings. Alternatively they renegotiate smaller purchases with huge escalators to avoid having inventory on their books 5). Developers cancel projects because they can’t sell lots to builders. They don’t reduce per lot costs on contracted projects though. 6). Raw land owners or flippers are stuck with the dirt they bought. The only way out is to wait until demand recovers. i don’t see a deflationary path anywhere in there. Maybe tightening margins bring about a slight reduction but unlikely. We’re at stage 4 and 5 now. We’ll be at stage 6 by the end of the year. I think 3 quarters of pain right now.
  3. I’m ODing on aggy misery. Please don’t stop. I’m in tears reading this shit and I don’t even have to click on texags and get internet aids.
  4. They always do…. With regard to consumer demand, that’s what the Fed is about to do. I think what’s been missing from the discussion is what happens to consumer credit cards as rates climb. That is about to kick some people in the nuts too.
  5. Hang on this simulation is coming unglued. No way we have a baddie named Satanovsky. Lazy writing.
  6. He’s a dumb ass but can’t help himself. The reactions on Twitter are pretty funny though.
  7. He doesn’t know what anything that doesn’t fit in a gif means. Seriously, even the gifs seem like a bad AI is picking. Just ignore and move on, life is too short for low quality trolls. I don’t agree with lots of people on here but vapid is not worth it.
  8. This in all caps is priceless. Because it leaves out the park where you kill then and dump the bodies in a storm culvert down the road.
  9. The country is in bad shape because people eat too much fast food. Maybe someone was trying to help cornhole lose some weight.
  10. Yeah they are waiting to pick meat off the carcass.
  11. Man rooting for OPEC is just bizarre. Bunch of fucking good for nothing countries. Saudi, Iran, (not Russia)… if you’re on their side you may want to check yourself.
  12. Someone talk me out of going balls deep in Recyclico. I owned its prior iteration before bailing on it over 1.50 or so, then rode it down from 80 cents to forty to break even. At a quarter per share it seems like a good deal. Edit: too late it jumped today. Damn
  13. This is generally good advice in life. I wish more people would take this to heart.
  14. Well you’re a barrel of fun corn hole. I bet you eat Corn Pops out of your shit too.
  15. This thread is great. Death threats over shitty private equity burgers, jacked up trucks, and dollar store. Texas, baby.
  16. Damn that didn’t take long to dig those bodies up!
  17. Cashed my Petrobras dividends and sold the stock on Bolsonaro’s better than expected showing. High risk but I suspected he would do better than expected. That is a serious potential play if Lula wins, since he used it as a piggy bank when he was president of Brazil.
  18. Son of a bitch. So much for that plan. He hired my dad out of business school. Small world.
  19. Hank Greenberg is tanned ready and rested. (Not really)
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