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swraith

Certifiably Surly
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Everything posted by swraith

  1. maybe they can buy some military hardware? it doesn't seem like Europe is going to want to purchase it going forward
  2. The 5 day chart for NMAX is comical. I would be laughing if the rest of the stock market wasn’t dropping.
  3. /ES futures down about 190 points. oof
  4. based on the SP500 this morning, the market doesn't seem to care about the new auto tariffs. I don't understand anything anymore.
  5. Schumer seems like he is still operating on "business as usual" mindset as opposed to a fully on insurgency war. He is not the person needed for the job today.
  6. January weather going to be cold for a huge chunk of the United States.
  7. Turned my A/C back on yesterday just to manage the humidity level in the house.
  8. Is this video overly negative with its views on the current state of the market?
  9. I would welcome a severance package with those terms.
  10. makes for a good laugh
  11. I agree. I think Dallas was correct to get Klyde Warren Park built. The Austin proposals are for caps that are at least 2x the size of the park in Dallas. I hope we get some caps built, even if the final cost for all the caps can't be digested. I hope UT also drops some $$ to permanently do caps by campus to transform the 40 acres in a way that hasn't been imagined for decades.
  12. From the KUT article I wonder if caps 3,4,5 get approved and the 6,7,8 caps get discarded.
  13. Is there any forecasting, of what real estate activity would look like for all of 2025, if rates stayed around 7?
  14. House Democrats reject a rising star's insurgent leadership bid Crockett pitched herself as a master of new media who could help modernize the party following its 2024 election loss.
  15. This talk of pushing the GSEs out of conservatorship showed up multiple times in my news feeds this morning. What's Ahead for the GSEs Under the New Administration? - Multi-Housing News
  16. In which case, I would prefer the state to do nothing.
  17. I think Trump expects these appointments to succeed and I think the Senate will rollover and accept them. Trump has already said he will just do recess appointments. So, what is the upside for a Senator to oppose somebody like Gaetz? There isn't any upside.
  18. I think this will be repeated many times over the next 4 years. It is what we should expect.
  19. I see minimal to no broad public or political support for an infrastructure project focused on a rail system in Texas. Rural Texans will oppose the land usage. Most Texans won't support any taxes for an infrastructure project. Texans like using their cars to move around inside the state. If Texas does anything infrastructure wise, I hope the state dramatically increases water reliability/availability.
  20. That letter brings the lulz.
  21. this popped up on my YouTube algorithm. Lots of talk about bond market expectations along with other markets. No CR intended.
  22. Home prices only beginning to feel the bite of climate change, J.P. Morgan analysts warn | Morningstar ‘There is now a clear negative relationship between climate risk and house-price appreciation,’ analysts say But climate risk is finally beginning to be reflected in home-price growth. Rising home-insurance costs, for example, have been pushing property values down. "It has been recently documented that property-insurance expenditures have risen sharply in riskier areas since 2020," the analysts said, "even after adjusting for inflation."
  23. Nat gas decided spike almost 10% this morning.
  24. I think TDP is going to have to do lot of hard work to figure out a new platform and message. Hoping 2024 was an anomaly sounds like “head in the sand” type approach.
  25. Going back to the thread title, I’m at a loss at how the TDP even begins to chart a new path forward. They made zero progress in this election cycle.
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