horn4life
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It's fucking crazy I know. Like crack.
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Not for dinner tonight! My play with Palantir is that is has been working AI in some of the most necessarily secure environments there are. So I think that corporate clients will not question the reliability and hack proof(?) software package. I've been bleeding with my Uvix hedge to some degree. But it was to get to this earnings. I actually bailed a little bit and retrenched when it and Uvix were both dumping I dumped a bunch a $64.50ish near the bottom middle of the month from this particular memory... This is our risky account. I assume there will be short covering by retail investors in the AM. Big beat. Glad I was on the right side of it.
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Probably actually as simple Guacamole and Super Bowl...
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I like this play with the US economy like a toy game we have going on now. Thank God Trump inherited such a strong economy, or this sort of shit would go really bad.
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Well looking at the holding sell off in pre-market, looks like the market may shrug the tariffs off as temporary? Or assumption is they will not stay in place? I would think there would need to be a carve out for US Automakers. Otherwise you may be adding as much as $3000 to a GM or Ford, in the supply chain. Good for Tesla I guess to offset EV credits, but unsustainable for the US manufacturers. So I do not see the tariffs as anything but posturing. But I also do not see how politically Trump cannot keep at least some inflationary tariffs in place politically. HERE IS MY QUESTION - What, if any, stickiness will there be to prices "temporarily" inflated from tariffs? two year +.04, ten year -.03, thirty year -.05
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All Encompassing Mortgage and Real Estate Thread
horn4life replied to UTPhil2006's topic in Business and Markets
Hey Gil... Wanna bang? woulda been a lot cooler... -
Premarket down just over 500 points on both Nasdaq and Dow in the earliest trades tomorrow. What a fucking waste...
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All Encompassing Mortgage and Real Estate Thread
horn4life replied to UTPhil2006's topic in Business and Markets
I don't think focusing on the nuances of employment reporting hoping for pressure on the fed is much but wishful thinking. It's the same in every administration. Or is the hope that the incoming administration will start reporting big drops in employment? In the name of greater accuracy and transparency? The big dog in the room is inflation right now, and tariffs will make prices rise. And once prices rise? They tend to stay very sticky even if the tariff is temporary. Inflation is where the focus should be. At least for now. Most every person within the administration when asked about prices going up, has mentioned temporary pain. When the administration is telling us on the Sunday morning shows that yes, tariffs are going to cause inflation at least temporarily, I believe them. Basically the Fed has a dual mandate for controlling inflation without destroying employment. Or helping employment at the cost of inflation. Both move as a result of momentum. Momentum which causes the fed to forecast where that momentum is going. BUT right now, the Fed is not driving the Bus! Inflation and additional bloating of gov't debt that is unavoidable. Is where the bond market if focused, and that is ultimately where rates get set. Best bet right now for lower rates is stock market collapse. Then WTF does that do? I can imagine how frustrating it is to have rates settling in as such a high point, even if temporary, for you guys in the industry. High inflation means, higher rates, which means stock valuations are too fucking lofty, which means stock market retreat. All in varying levels of degrees in the short term (3-6 months). We are in a fragile place IMHO. So you may get that rate cut you are wanting, but at a price that is also largely distasteful... -
Rubbed out? Did something happen to South Austin's Mom?
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fuck- missed a tweet! Now the tariffs are not Feb 1st, but Feb 4th. Unless there is a tweet to the contrary?
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I believe the administration. We are in for some short term pain. I bet Bessent got drunk as fuck Friday evening.
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About the only thing mudbugs are good for now... Is staging dick pics for boils in April? 😉
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All I was trying to do was get clean to PLTR earnings Monday after hours...
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All Encompassing Mortgage and Real Estate Thread
horn4life replied to UTPhil2006's topic in Business and Markets
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