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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. Wordle 457 6/6 ⬛🟨⬛🟨🟩 🟩🟩🟩⬛🟩 🟩🟩🟩⬛🟩 🟩🟩🟩⬛🟩 🟩🟩🟩⬛🟩 🟩🟩🟩🟩🟩 Pure rage.
  2. The party in charge at the start of Covid seemed really well organized with its messaging out of the executive branch. No way that created any issues. Neither did the 50 states each adopting a policy based on their political climate.
  3. You’re responding to a guy whose whole posting history is a bit. Slightly different situation this time around.
  4. Roger was tennis for a while after Sampras and Agassi were declining and left. While Roddick was really really good he never could be on that level and guys like Safin couldn’t do it. The craziest thing in retrospect is how quickly Nadal joined the conversation, and how long it took Djoker to do so. I think it was 2010 or 11 before he just became a total threat and ground up the tour. It’s the end of an era. Nadal is still incredible (I think I have flipped and he is my goat) but he maybe has one or two more French opens in him. Djoker probably has a few more years and will win more majors almost certainly, but Alcaraz, Rune, Medvedev, Berrettini etc just don’t move the needle like the big 3 did for me. Somehow Fed didn’t hang on too long although 41 certainly seems like it.
  5. Can you somehow work rum and sugar into it? I think we have the makings of a business enterprise here…
  6. I’m the anti Wally. I sold a lot of ibrx as it got close to 6. Leading to the spike in price. As soon as I got out of UUUU it climbed. For what it’s worth I’m all in on an Brazilian fertilizer company with a fascinating story; VNPKF. It’s not a short term stonk play though. my only remaining stonk besides is that bitch AMYZF which sits there and taunts me with dollar cost averaging.
  7. Agree. I think the best outcome now is the rate of increase slows to the usual 2 to 2.5 percent range.
  8. Deflation is not happening. I am still seeing serious inflation in construction costs which are now up about 40 percent from 2019. That is going to stick. Projects get priced based on these bid tabulations, budgets get set, and then money gets spent. With prices and interest rates continuing to rise there’s going to be a real friction for anything that is hard to adjust (fixed income for example). Debt holders are about to get fucked for a while. Think people who bought 25 year tax free bonds at 2.5 percent.
  9. Just marking this for a long cat post when I have time. Texas is only partly turbo fucked on water.
  10. If the Ukrainians start trotting out Stukas and 88 mm artillery converted from AA i an going to get suspicious.
  11. You have to be careful with kesselschlacht maneuvers. If the defending army is mobile they can break the encirclement quickly. In this case the Russians look like they were running as soon as that northern breakthrough materialized.
  12. You can’t post that and not include the infamous photo… And rosbif is the French nickname for limeys.
  13. That is fucked up. I know they’re young adults but that guy seems like a real piece of shit.
  14. I live in California and I think this is not quite right. Property taxes are probably about 2.5 to 3 times higher in Texas. But between state income tax, gas tax, and a higher sales tax I think California is net higher. But it’s definitely closer than people realize.
  15. Feels like this inflation is going to be stickier than the Fed thinks. I just don’t see where any of the usual levers to slow things down work, which means raising rates more and more and more. Municipal bonds are going to start above 6 soon and that will cascade through a lot of local government spending.
  16. Apparently PSS injected 125 million in liquidity. The big concern with them is runway length, but with a big wallet behind them the reality is dilution off shareholders is likeliest. I have sold about half my holdings in this one just to deploy the money elsewhere because I think it’s going to be a while before more v positive news comes out.
  17. Yes it looks one sided to an extreme. Unfortunately tomorrow going to be the same. Big Foe was a much tougher opponent for Alcaraz.
  18. First set nearly done and Swiatek doesn’t look like she has broken a sweat. Could be very short. I don’t see Ruud having any sort of shot tomorrow. He doesn’t have the tools to handle Alcaraz if he’s on.
  19. This. It’s clear this is a horrible crew and probably fixing this game.
  20. Tip o’ the fedora to you, white knight of tennis fatty defense. Maria is solidly in the wood category, but feel free to fuck off on Ons. She’s only got herself to blame for her fitness, I don’t give a shit how nice she is. She has plenty of talent.
  21. Irina is a mental basket case. She is tough when it doesn’t matter but with big stages she folds. Fat Ons to win her first major would be sad and hilarious at the same time. Anyone catch Sharapova in the booth in match 1? Didn’t recognize her with black hair. Still looks good.
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