swraith

I see that Wall Street is still up up and away regarding US equity markets. Even with all the negative Trump headlines.

Personally that deal is far more attractive to me. So yes, I would take the cash and pass on the warranty. Other people may take the opposite. I would not try and get both.

As the buyer I would expect you to offer cash for up to half the value of a replacement A/C unit that is of generic quality. So figure about $3k+. As the seller I would try and hold out and offer nothing. But come on it is a 17 year old unit. It is going to fail. And if it needs Freon, that unit is going to just be replaced. No buyer wants to worry about replacing the HVAC right after they buy the house even if you do have the warranty. Replacing the unit is a hassle. If you did a major remodel, that would seem to apply you are selling to the turn key crowd, not the fixer upper crowd. As a buyer I hate the AHS warranties. I find zero value in them. I want to be able to pick my own service company. Not use the cheapest POS company that the insurance company uses. I also want to pick the piece of replacement equipment, not have the insurance company put the cheapest POS equipment on my property. You can try to assign value to that home warranty during negotiations. It’s a crapshoot. Maybe the buyer will take your offer at face value. You get lucky. Maybe you get a buyer like me that if they felt they had leverage in a buyers market would turn the screws and be willing to walk away over something like this. You can always ask the realtors to pitch in some cash to close the gap if negotiations breakdown but the deal is close.

Zero

So standard Waco resident behavior ?

It’s going to be a rough week in Texas. No rain in sight. A/C repair guys going to be working long days.

Is a major political party advocating for “bloated government”?

What does a Tesla failure mean to you? I could see a reorganization bankruptcy if they run out of cash. But that just means they wipe out the equity holders. Debt holders take a haircut, line up new financing for Tesla and the company continues to produce cars. I don’t see Tesla shutting down and being liquidated any time soon.

Hah. Now who didn’t see that coming ?

I bought some a while back. Way to early while the knife was still falling. It has to rally back a fair bit before I think about breaking even.

Wait so the estranged wife was trustee of the separate trust with undisclosed financial asset or she was the trustee of the will with 1.2 million in assets? Because if the trust held the bulk of Bourdain’s earnings, why the fuck would the estranged wife control the trust?

Senate won’t pass any Trump legislation prior to November elections. I don’t see House Freedom Caucus lining up to support additional infrastructure spending in light of current budget deficit forecasts. Ryan won’t bring up legislation that his caucus doesn’t fully support. So my take is infrastructure spending legislation is currently dead in both Legislative chambers regardless of Trump’s desires.

If someone claims they have changed their investment portfolio asset allocation to reflect a full blown recession, then I give them major props for putting their money where their mouth is. It is easy to claim the economy or equity markets will suffer from these tariffs. It is entirely another level of commitment to risk your personal wealth on such a claim or risk your job (if you are in the hedge fund business). So far, we have seen individual stocks suffer from the tariffs. But the broader equity indexes and macro economic indicators do not reflect the tariff news coverage.

^^^ maybe. Intellectually I oppose the implementation of these tariffs. But empirically, the US equities markets do not reflect any significant concern about the tariffs. Until we see equities sell offs that might reflect Wall St predicting a recession, the continued hyperbolic news coverage seems over blown. I don’t support the tariffs, but this isn’t the political hill to die on. Pick other political battles to fight.

The article is not clear. Does the secretary of defense define the mission statement for the department of defense ?

Anecdotally it seems like the last several large single down days are my with immediate bounces. I will be curious if we see the same tomorrow.

So I guess the rumors of her resignation never panned out. Anybody putting odds on how long her tenure lasts as WH press secretary ?

I keep waiting for US equities market to reflect the dangers of a potentially escalating trade war with US allies. Hasn’t happen yet.

Final peach harvest.

^^^ That seems silly.

Essentially it took a year to complete this and it doesn’t change anything ?

So she isn’t resigning ?

Did the Union raise the rent too damn high ?

I assume your wife is taking this as a sign she does not want to work for this state agency that can not follow simple instructions. At this point are you mostly concerned about fallout with existing employer ?

In terms of physical interconnects this is true. ERCOT has little ability to import/export electricity. In regards to FERC oversight you are also correct. And FERC already sided against Trump on this. But the Bloomberg article references this as a National Security Council memo in conjunction with DOE. This policy being couched in terms of National Security likely does have Federal reach into ERCOT. All that said, this policy is definitely targeting coal and nuclear plants in the Midwest/Northeast.