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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. Don’t worry, after move fast and break things we’ll get MVP for government services. Look up “minimum viable product” and that’s their target.
  2. Chatting about this today. I wonder whether the homebuilder side or the in house mortgage originator is buying down the difference. Because someone is buying it. Wondering how long that is tenable in the current rate market.
  3. Anaphylaxis brain broke.
  4. Need a barf emoji right now.
  5. I’ll contribute: TJ boxes of Cabernet are actually pretty good!
  6. Davila Harris is a fuckwad. Regardless of party affiliation. Useless.
  7. My grandfather was a combat engineer in the first special service force. Small world…
  8. California still has more wealth coming in. Don’t be fooled by who is leaving California. It’s not all tech bros going to Celina and Katy.
  9. You might be right, but I’d just as soon pass on that work as do it for the reduced price. One of the benefits of working for private and public clients. I knew multi family had been there but I don’t touch those projects. It is the first clear sign to me that there is real fear that they are having to reduce prices further than just buying down mortgage rates and throw in extra incentives. I also know a couple of developers who are really slowing down new lot delivery because builders willingness to pay top dollar per front foot is dropping.
  10. I can tell you one of the big home builders is telling all their vendors to bend over and reduce prices right now. Because I just told them to fuck off on a proposal they sent me back with redlines. Times are about to get real fucking interesting.
  11. I’m not sure I agree with your detective work there.
  12. You already went CR dude. But that’s ok because macroeconomics is woke.
  13. Everyone in California is sick of Gavin’s shit. Go away douchenozzle.
  14. Bessent just said he’s comfortable with some disruptions. We’re in for a rough ride when the government is talking down the market.
  15. You’re high if you think china will do anything for TSLA. He’s going to get a government bailout. China is way ahead in EV among other areas. BYD is cheaper by like 70 percent already?
  16. I don’t fly southwest unless absolutely unavoidable. But I also don’t check bags usually. Between FAA shenanigans and the general unpleasantness of flying I prefer to drive if it’s within 500 miles. Alaska airlines is everything Southwest isn’t anymore- cheap, efficient, and no bs. I like them when I have to fly.
  17. No, guy next to me had it and it looked great but I did the Katsu with curry, and it was awesome. I’ll be back in a few weeks and will likely hit it again.
  18. That’s the place I had lunch today! Top notch.
  19. In SD for a day, and it rained, hard, most of the day. Hit the maritime museum which I had never done before and it’s fantastic. Great lunch at a katsu place in Clairemont. Great city, wonderful place to visit. I love the flight down from Monterey, it only takes a bit over an hour.
  20. Just getting started. There is no positive news to get this back on track for a while. No CR. Meaning, no continuing resolution.
  21. Headed to between below 20. That’s about a thirty percent decrease. Lots of room to run imo.
  22. I think chefs call that “velveting”.
  23. I would think driving one of those turds is punishment enough.
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