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Vegas64

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Everything posted by Vegas64

  1. https://www.instagram.com/reel/DHCROLXOnWu/?utm_source=ig_web_copy_link
  2. I would counter-wager that you might be heartbroken to find out you are wrong.
  3. Who cares about a hot war where --let's be serious-- Canada doesn't stand a chance against us as we are sociopaths at the highest level and you can't compete with that combined with our lethality. Why is Trump ruining our economy!?!? He's tearing me apart, Lisa!
  4. Dogman. Great stuff!
  5. Oh, yea....you must be new around here and reading a brisket post:
  6. Yep. I did notice that Meat U Anywhere over there by 114 or whatever that area was and thought it had a funny name.
  7. The expectation of incoming higher arms spending was one of the factors that led to the European aerospace and defense sector stock index to rise a record high of 7.7% on March 3, as reported by Reuters. The stocks of German, French, British, and Italian defense manufacturers were the ones that experienced the largest jumps. Italy’s Leonardo surged 16%, followed closely by Britain’s BAE Systems and Thales which gained more than 14% while German defense group Rheinmetall advanced 13,7%, according to the Wall Street Journal.
  8. Y’all ever had the bbq at Deloitte University? Surprisingly good for a glorified, corporate-washed JW Marriot.
  9. You guys arguing sound like old geezers with tall crowned WWII veteran block script ball caps drinking cold coffee at McDonald’s at 5am. IMO the next first world hot conflict involving multiple theatres will be MOSTLY reliant on the new digital warfare. Supply lines of rifle bullets and machine guns and tanks might as well be trench warfare. I’m talking digital warfare— cheap, dispensable autonomous lethal weapons. War machines run on software. Satellite capabilities, interconnectedness and self flying drones, missles, etc. That sort of thing. The next war between real powers is going to be the first modern war and I think everyone is going to be surprised what palantir and Anduril have cooked up and enabled an L3 or Raytheon or Honeywell to be capable of.
  10. The problem is that, even if they want to (which they do and european defense stocks are seeing big gains recently), their readiness and ability to manufacture at scale isn't there and will take rehauled investments, processes and -- more importantly -- time. Time that they don't have for current issues like Ukraine. This is an example of the many examples of the negatives of an overly globalized and horizontal world. If and when relationships change, you lose autonomy. It's why it was an absolute error to outsource the packaging of chips back in the day because now the Tawain/Asian area of the world owns that unfair advantage while we are trying desperately to get caught back up and control our destiny to a degree in-house. The flip side is, all the efficiency gains and scale you got in the peacetime years for globalization couldn't be nearly matched with the entrenchment and insularity of a more protectionist and less open system.
  11. Today I learned.... The guys who created p2p file share piracy software some of you may remember called Kazaa (post-Napster, pre-Limewire) shut Kazaa down and their next product was a little something called Skype which Microsoft would later acquire for $8.5bn (and is being shut down now as of last week).
  12. Why doesn't anyone ever ask "What Would Joshua Do"? or "What Would God Have Jews Do"? and reference some good old fashion war and cleansing of the Levant? God in the Torah and Nevi'im is pretty clear that, according to God, there is a time to kill and a time to....you know...
  13. I think Gillis is hilarious. His monologues at SNL have struck such a different tone than his usual stuff that I genuinely think he's nervous and uncomfortable, which is strange. The other thing I guess would be he's doing a Norm MacDonald stylized bit.
  14. How had I failed to recognize that nothing was more important than an execution; that, viewed from one angle, it’s the only thing that can genuinely interest a man?
  15. We need Matthew McCoughnney (sp?). Step up to the Green lights courtesy phone and save the country, sir.
  16. Last Breath. Between this movie and Salesforce commercials, is Woody Harrelson okay financially? Is he in his Nic Cage / Bruce Willis era?
  17. Glass half full of what is NOT wrong. I read today that prices for real estate and especially rent have dropped drastically (22+% YoY) and that a ton of new supply and housing has been built. Austin is no longer the most expensive city but now it's DFW. +1 point Austin!
  18. And nobody even knows how many nukes he has that works. Maybe add Modi/India in for Putin. How old is Putin anyways? Seems like without him Russia will go lose some steam with whomever succeeds him as I don't think I've ever heard of any real plan or attempt to groom a successor (probably because Putin is a paranoid android).
  19. lol this guy thought we were confused because he had the same first name. You can't make up the level of maturity and discourse that people are willing to have in 2025. Moving on, Dealbook had an interesting artile today about how Euro Defense stocks are rallying and up along with the Euro in response to the region vowing, coming off of the Starmer meeting that Europe is going to do a lot more of the heavy lifting financially and militarily. I thought this was the most prescient pundit analysis I've seen since the ill-fated meeting last week-- especially around the realities of Europe NOT being as papered up as us (sad) and saying the quiet part outloud about the end game for the "troika" of Trump, Putin, and Xi being the 3 strongmen to carve up the world again like it's a land grab: https://www.nytimes.com/2025/03/03/business/dealbook/europe-ukraine-defense-stock-market.html
  20. This tracks with a lot of what I've seen and heard as well, essentially a "DOGE is a good idea on paper and with a rational, sane process-- what we've seen is NOT that and is horrific abuse."
  21. Was blown away by this quote I just read: Poland's Donald Tusk put it like this: “500 million Europeans are asking 300 million Americans to defend them against 140 million Russians. [...] Europe today lacks the belief that we are truly a global force.” C'mon Europe!
  22. On year there was an upstairs bathroom we were remodeling and took part of it down to the studs. It was spring and somehow that bathroom got infested with carpenter ants. Had the pest guys come out and blow them all away and treat the area. Never saw another carpenter ant again. This was pre-Covid. That's all I got.
  23. I know this is a serious thread, and your contribution is a sad one, but I could only think of this (because of the guns): https://youtube.com/shorts/-KcxMMkm68I?si=SzSSbSDlgOz-JukE
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