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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. There’s nothing about the tariffs that’s non political. The form of these tariffs and the form of idiotic politics is the form of sameness. In platonic terms.
  2. The level of copium in here tells me that we’re going to see a lot more of the denial phase before we get to acceptance. It’sa long way down.
  3. His penis surgery must really have been fucked up, he doesn’t even know who he’s fucked at this point. Poor guy.
  4. I think there might be a wee bit of cheating on these coming. No sir, these are 100 percent American semiconductors!
  5. Correct. They’re on the possibly to do list if they don’t get fentanyl under control or something.
  6. Chicken shit sandwich doesn’t seem to have a functioning brain. The numbers weren’t tariffs. But go on Dumas.
  7. This is going great. Can’t wait to see the markets tomorrow reflect all the winning.
  8. Oh he’ll have more time to shit post as “Technoking”. Memes print money.
  9. Texas municipal utility districts. Pretty good deals to be had.
  10. Same as it ever was. The fleecing of the individual investor. We’re really headed for a 1929 like event right now.
  11. Looks like a good week to start drinking again.
  12. I’m sure the ayatollah of rock and rolla is shaking in his boots.
  13. Dimon? I was confused about who diamond was.
  14. Don’t worry, after move fast and break things we’ll get MVP for government services. Look up “minimum viable product” and that’s their target.
  15. Chatting about this today. I wonder whether the homebuilder side or the in house mortgage originator is buying down the difference. Because someone is buying it. Wondering how long that is tenable in the current rate market.
  16. Anaphylaxis brain broke.
  17. Need a barf emoji right now.
  18. I’ll contribute: TJ boxes of Cabernet are actually pretty good!
  19. Davila Harris is a fuckwad. Regardless of party affiliation. Useless.
  20. My grandfather was a combat engineer in the first special service force. Small world…
  21. California still has more wealth coming in. Don’t be fooled by who is leaving California. It’s not all tech bros going to Celina and Katy.
  22. You might be right, but I’d just as soon pass on that work as do it for the reduced price. One of the benefits of working for private and public clients. I knew multi family had been there but I don’t touch those projects. It is the first clear sign to me that there is real fear that they are having to reduce prices further than just buying down mortgage rates and throw in extra incentives. I also know a couple of developers who are really slowing down new lot delivery because builders willingness to pay top dollar per front foot is dropping.
  23. I can tell you one of the big home builders is telling all their vendors to bend over and reduce prices right now. Because I just told them to fuck off on a proposal they sent me back with redlines. Times are about to get real fucking interesting.
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