Everything posted by Hefeweizen
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Surly #Stonks
Yup. Worse than GameStop. There was some serious stupid money chasing meme stocks.
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Русский корабль - иди нахуй
Honestly at this point I’m good with just opening up the Arsenal and seeing what they need. Send it all over. Fuck Russia. Fuck China. Evil can’t be allowed to triumph. It’s possible I’ve had a few too many..
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2023 Tropical Storm and Hurricane thread
Never change, surly. She’s good, moved in to dorm ahead of the rain starting and I’m going to weather the storm tomorrow before heading back first thing Monday.
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2023 Tropical Storm and Hurricane thread
I just pulled into LA. I’m moving my daughter back in for the fall semester. With my weather luck, expect LA to be under water Monday morning when I’m headed back north. Remains to be c seen how long it retains its strength. But yeah pepper your angus SoCal.
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Markets still falling like whoa
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No. That’s what makes me qualified to talk to stupid non engineers.- Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty
Yup. I’m an engineer and don’t do great with people. I am better than most other engineers at it though. So I get to handle clients, public presentations, expert testimony, etc…- 2023 Fatass Thread of Dominance
Closing in on 20 lbs down and starting to notice some nice side effects finally. One, my knees hurt a lot less after tennis. Two, I am totally used to the portion sizes that I need to stick to. Three, a lot more energy at the end of workouts lasting over an hour. This is right around the halfway point for me, since my target was 245. I am debating going to 235 instead but that will be once I hit my target. I miss sugar but can make this work through my goal and then reintroduce some. I can’t recommend tracking calories enough, it’s the only thing that’s worked for me because it was way too easy to consume an extra 500 calories of food each day.- Anyone have alternative investments?
On real estate, watch the guys who charge a management fee. There’s an incentive to let that ride for a while and be in no hurry to finish. Meanwhile the equity partners are getting cash calls and bleeding until lots are closed. I steer clear of those guys but real estate is full of true sharks.- One signal that screams you won’t like this person
Lots of good ones here, I’ll second the reflective sunglasses on the baseball cap in any form usually is a douche. Adding verbal tics. Dude, bro, my man, I’m none of those things. “Ya know” thrown in every fifth or sixth word. Especially if you’re a fucking attorney with a law degree from Texas, ya know? Spotless giant trucks. If you have a 250 long bed and it’s got a tool box and is used, we’ll get along fine. If it’s been detailed we’re probably not going to be buds. Actually who am I kidding? Outside of my dog, kids, and wife I don’t like people very much.- Anyone have alternative investments?
Real estate, if you have plenty of liquidity and balls of steel. I mean, recently it’s all been great but there can be some wicked swings in value, and you’re fucked if you need that cash fast. I have had opportunities to be in multi family and single family deals and didn’t like the risk profile. Outside of silly stonk bets I am just way too conservative. My dad has a stamp collection that was worth several hundred thousand at one point. It’s not worth anywhere near that as philately has just about died out. He also collected coins but my sis got those as a wedding gift. I have always viewed “stuff” with suspicion.- Markets still falling like whoa
Fucking hedgies. Literal con men. You could just park it in index funds and save a couple of hundred basis points.- Kerrville’s Founder’s Tree cut down. It was too damn big.
Not illegal as they have no tree ordinance. But that is a stupid and immoral thing to do to a healthy tree. Funny story, I one had a project in BFE that had a 8 ft diameter live oak on it. From the start I told the client if they wanted to remove it I was out of the project altogether.- Markets still falling like whoa
Lol. So much genius.- The latest get your ass back in the office story: AT&T
God I’ve been begging for my company to FAFO with this so I can just retire with no guilt at all. But so far no dice.- Cryptocurrencies (Bitcoin, Ethereum, Litecoin, etc.)
Nice socks, dude.- 2021 - Is inflation finally back in the conversation?
Ackman shorting 30 year Treasury notes right now. Pretty interesting bet in inflation not being completely tamed.- Markets still falling like whoa
Lol Krugman. Edit: I think there’s another monkey shit flinging debt ceiling slap fight coming so maybe they are getting ahead of it.- Markets still falling like whoa
I think Fitch explained their reasoning pretty well. Fiscal deterioration, check, down to the wire clown shows on debt ceiling, check, 20 years of deterioration in governance. It points to a bleak trend for the US as ultimately it means money is more expensive to borrow as risk is higher. I can’t believe the first cut was 12 years ago. Time flies when you’re having fun.- What is a "goodwill impairment?"
Oh shit I am so fucked then.- Do you FIRE? Financial Independence, Retire Early
PAXS was the other Pimco vehicle I was thinking of. The one big downside to Pimco besides their NAV to price is their expenses, but that yield is amazing. So much so that a lot of people keep predicting they will need to cut distributions (especially on PDI) but it hasn’t happened yet.- Do you FIRE? Financial Independence, Retire Early
I really like Pimco and Blackrock funds. Pimco has PDI and another that I can’t think of now. Blackrock has the best tax exempt California muni fund. A lot of people like the new JP Morgan fund, JEPI, but I think it’s limited in upside on bull markets.- Elon Musk: Nazi traitor piece of shit [Confirmed]
So the lady who slept on the floor wrote a novel? Good for her. Ain’t nobody got time to read that long cat.- Surly #Stonks
I used the opportunity to buy a bunch at 1.85. Stonks for life baby!- Surly #Stonks
Yeah a short report alleging their biggest current buyer on back log is fraudulent. If real it is pretty serious. - Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty Guilty
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