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Thetexashammer

Certifiably Surly
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Everything posted by Thetexashammer

  1. It's Jamatkimas. That's all I got please try and do better.
  2. My thesis is that there are two things happening. First, of course, taxes increase costs, so tariffs have some impact on prices. But it's a one time thing, not really "inflation" as we know it. The second thing is that the economy is melting down. Leading economic indicators show recessions, jobs are doing basically nothing, housing is crashing especially CRE, retails sales in nominal dollars are down, and lending (money supply) is down. It's kind of a stalemate, but it will break one way or the other before too long. The actual numbers don't show that tariffs spiked the numbers, core was 0.2% if you ignore energy and food. The biggest impact in core was shelter (housing), which likely was not impacted by tariffs. I think we see a nominal recession prior to going to the moon when we feel the impact of onshoring all that manufacturing and all the inflation due to money printing.
  3. New to the watch thing. I have a Breitling Super Avenger 2 GMT for my daily wear. My next is a vintage Rolex Cellini in Rose Gold for a dress watch.
  4. What's happening now is that cryptos (mainly tether/USDC and bitcoin) are becoming the new payment rails. Stablecoins will eliminate Paypal, Zelle, Venmo, all that shit. Eventually, they replace Visa/Mastercard. Zero transaction fees and instant settlement. So regular people will be buying and holding crypto in large volumes in the near future. Second issue, which crypto do you want to hold? USD (getting money printed to Bolivia) or the hardest most secure permissionless currency ever created and oh yeah it's the one everyone is using. Crypto is disintermediating money, just like the internet did 20 years ago to the rest of the economy. Incidentally, I was hesitant on Bitcoin early on because of transaction fees and lack of staking. But after screwing around for a while, I realized those issues are all solved with layer twos. So in a year or two we will be able to earn interest at a market rate and have lots of other apps and services. We have already solved the transaction fee problem. The tax issue is a problem, but if we get the "under $600" solution then I am not worried in the long run. I would argue we've mostly solved the political problem as well. The other thing that sold me was RISK ADJUSTED return. I could buy a pharma company, or Palantir, but that is risky. The BTC adoption process isn't risky, I am observing it happening directly.
  5. Which side represents the American people? The correct answer is neither. Making it a partisan issue just make you look dumb. You do realize who had all the documents six months ago right? It's all bread and circuses designed to distract the small minded.
  6. They need to establish a bipartisan commission of nonpoliticians to evaluate the evidence and make recommendations for prosecution.
  7. It is extremely unlikely to the point of impossibility that Biden's proxies had dirt on Trump and didn't release it.
  8. Outside of the Epstein files, who is being protected? And who in the administration is being protected?
  9. Shockingly, I am not tired of winning yet.
  10. The real question is not why isn't the list being released. It's why aren't they charging the criminals?
  11. You mean like dilute existing shareholders a little more? It's like a slow death. I buy the evidence ISO the molecule, but even given that it's hard to see a the light on this. There isn't even a material short position to get excited about. Is there an obvious and immediate catalyst in the pipeline?
  12. She should have taken Skip's money LOL.
  13. I don't always attempt to give myself Type 2 Diabetes, but when I do, I go to Shipley's.
  14. Arch is +500 for the Heisman. He'll be in NY, I think the odds are good. I just love the way he throws the ball. It looks like he is playing the game on another level. He just has all the physical tools
  15. CTJ eats pieces of shit like Futureman for breakfast.
  16. I was passing through a duty free, and I was kind of shocked at the watch prices. I would not normally consider buying there, but given the increase in tariffs, I am wondering if that isn't the best buying option now. I am not sure what I want to buy, I don't think I have the scratch for the Rolex that I want, but the prices are favorable I think versus retail in the US. And obviously in the right shop the selection is really good. I was at CDG which has quite the selection of watched.
  17. My absolute favorite part of that game was how GDGD was calling drop back pass after drop back pass. I kept screaming "what the fuck are you doing????!!!!" at the TV screen.
  18. I am hoping some of the videos "leak" anonymously. It would make it impossible not to prosecute the identified individuals, then you would have to go after the rest of them as well. I wouldn't want to be on those tapes right now. Thankfully I don't fuck kids.
  19. Phones eat first bro, I don't make the rules.
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