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Immaculate Vibes

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  1. Immaculate Vibes
    It went like this. Hi I’d like to order a justaburger. Sub Texas toast. Sure, no problem. No meat. Im sorry ma’am we can’t do that.
  2. Immaculate Vibes
    Honestly if they’re really focused on grilled options it’s going to be hard to top the Diablo shrimp from Pappasito’s. They won’t know it’s a chain anyway.
  3. Immaculate Vibes
    Does this affect the Chinese timeline regarding Taiwan? I think they’re closer to moving than most would think. They greenlit the Ukraine invasion and had to be aware of the turmoil that would result.
  4. Immaculate Vibes
    Soluna has a good vibe overall for out of towners. Good food.
  5. Immaculate Vibes
    🚨 🚨 🚨 So I told my wife this order and she insisted on trying it today 😂. They refused. Is this a San Antonio conspiracy, or nationwide?
  6. Immaculate Vibes
    Speaking of SA crime, did they ever find that 3 year old Muslim girl that was left at an apartment playground for 10 minutes and vanished? Very suspicious situation.
  7. Immaculate Vibes
    Me either but it seems to me that those countries are less important to Putin since they fall outside the original Kievan Rus. As far as Turkey, they’re such a wildcard due to their secular past, now an Islamic state, but part of NATO, and at such a strategic position geopolitically. Very interesting.
  8. Immaculate Vibes
    I appreciate the wide breadth of knowledge and content you contribute to this thread. Cheers. I don’t think we’ve mentioned Turkey much here because they’ve been in an authoritarian controlled state of disarray for a while, but these are some pretty striking numbers. And that’s the official numbers.
  9. Immaculate Vibes
    Blue and green are by far the most common.
  10. Immaculate Vibes
    A good summation here country by country https://www.reuters.com/markets/commodities/surging-food-prices-fuel-protests-across-developing-world-2022-05-18/
  11. Immaculate Vibes
    Your immigration idea is interesting. I could get on board with that. The Fed has targeted asset prices. Bernanke specifically cited the wealth effect of high stock prices.
  12. Immaculate Vibes
    Elevated inflation is here to stay. We need it to reduce our debt load. There’s also some key drivers behind it. In the same way that globalization is disinflationary, de-globalization will be inflationary. In addition, the energy transition will continue to contribute to higher energy prices. That has obvious knock on effects on prices, especially for fertilizer, then food. There’s different threads for that discussion, but experience shows that rapidly inflating the money supply is destabilIzing. All the top currencies have historically had lower YoY money growth than the smaller currencies from more unstable countries. Do with that what you will.
  13. Immaculate Vibes
    Mea culpa. I misunderstood what he was getting at. Was distracted by the fact that the supply of money is clearly a large part of the problem.
  14. Immaculate Vibes
    Cantillon effect WTF happened in 1971? Totally not a scam
  15. Immaculate Vibes
    U ok? New series. Same result. I may be a fucking idiot but you’re demonstrably wrong.
  16. Immaculate Vibes
  17. Immaculate Vibes
    Putting this here because it includes subsidies for fertilizer prices. Which will help support fertilizer prices globally. Which will limit supply to countries that can’t provide subsidies.
  18. Immaculate Vibes
    I’m not sure why we have this thread. If there’s a bad recession the Fed will just have to print money with the click of a button and give it to large financial institutions. If the debt markets freeze up they might have to click the button again to print some more money and buy more of the debt of large corporations. If the global financial system seems threatened they can click another button, print more money and give it to foreign banks. Who said anything about a scam?
  19. Immaculate Vibes
  20. Immaculate Vibes
    The US and other western countries will pay the market clearing price for food and energy. The countries that can’t afford that price will go broke and/or experience massive shortages. Thus, this thread. China still pretty locked down in parts. When they finally open up it will provide a new inflationary surge of demand for oil amongst other things.
  21. Immaculate Vibes
    Pet’s heads are falling off. The really annoying thing is they’re doing it purposefully. They have Texas toast. They have sliced cheese. They refuse to make and charge for a grilled cheese sandwich.
  22. Immaculate Vibes
    The Fed is not really the government. At least it isn’t supposed to be. The right answer from the Fed side would’ve been to hike rates before inflation got so hot. Now they’re overcompensating by hiking quickly. They’re basically trying to centrally plan the world’s largest pump n dump. It’s hard to do. We’re in the dump phase now, but they will pump it again. On the government side we spent too much on stimulus and overfed the demand side. Also, in retrospect shutting down the economy at the beginning of Covid was a bad idea. Started the inflationary impulse through the economy.
  23. Immaculate Vibes
    The Not So Soft Landing. The Fed wants a slowdown to help tame inflation. I’m sure they’re aware that a recession is quite possible. There are a couple tail risks involved with this strategy. The first is quickly rising interest rates breaking something in the financial system and then contagion following. The other is engineering a slowdown or recession and inflation not being greatly affected. Then you have to ease/print money into elevated inflation. Ruh roh. FWIW Atlanta Fed GDP now estimate is currently 2.4% for Q2.
  24. Immaculate Vibes
    Some truth here. Kids are fluid. “If kids knew what they wanted to be when they were 8, the world would be full of cowboys and princesses.”
  25. Immaculate Vibes
    They did that initially. Then in the last couple weeks, two separate Whataburger’s told us they will not do that anymore. Try it yourself. Maybe it’s just a San Antonio thing.

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