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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. Needs a vomit emoji.
  2. Yeah he is going down in history as the greatest investor we've seen. Unbelievable long view of things and moreover knew when he'd made a mistake and fixed it. Very interesting to see what happens without him and Charlie Munger around.
  3. I 100% knew this would be here.
  4. Lol the replies are so predictable at this point. The job market is going to be a trailing indicator for a while. Services drive the job market as it’s the biggest part of the economy. My company is still hiring and we’re not going to stop based on vibes. When the slowdown hits, we’ll not only stop hiring but we will start cutting back. I don’t think that will be until the third quarter though.
  5. Meme stock market right now. I feel like it’s basically just random day to day based on announcements. Until the talk is replaced by data at least.
  6. Saba v Iga would be fun. We’ve had that final in Madrid before and it was classic.
  7. Signed, Ron “long” Vara.
  8. The surge in imports was directly tied to the incoming tariffs. There’s plenty of evidence businesses were advance ordering to the extent possible to offset future cost increases. NX was the biggest driver on the GDP change. The most interesting story I heard on this was on NPR and it was how since the tariffs are in effect, a lot of shipments are being sent to Mexico or other countries for temporary warehousing until some clarity emerges.
  9. Real GDP contracted by 0.3 percent. Before Liberation day. We’re in a full on recession and it’s going to get much worse.
  10. I don’t think you can omit the stupidity of buyers.
  11. Missed top and bottom line estimates and withdrew guidance for FY 25. Everything’s fine. Oh to add: But for 595 million of environmental credits they would have posted a loss.
  12. I think there are a lot of people still expecting the administration to cut quick deals and roll the tariffs back. I don’t think they understand there isn’t a rewind button here. This isn’t getting quickly undone.
  13. Have you tried unpausing and repausing them?
  14. Directionally this market is down until there is significant improvement in macro news, everything right now is shitty. When you’re expecting JPow to go brrrrr as your Hail Mary, I’m not sure if we have another QE rally in us.
  15. The travel drop off is a pretty clear warning sign. We’re fucked.
  16. Carlitos got beat by Rune pretty straightforward. It’ll be interesting to see if the French becomes more open as a result…
  17. I am also the greatest stock picker ever. I used to be modest, but now I'm perfect.
  18. https://www.yahoo.com/news/layoffs-coming-mack-volvo-truck-001425282.html This is something to keep an eye on. Trucking freight is one of the key indicators that is actually leading, so I am curious to see what happens.
  19. The real question is why you are engaging with a known troll. Put anaphylaxis on ignore where it belongs🍊
  20. Not true in California, I had to take additional examinations in surveying (reasonably easy) and seismic principles and design (not easy). But there is generally comity between state licensing boards otherwise.
  21. Ag with no fucking brain seems redundant but it fits.
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