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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. The tariff wars, they have ended? Dare you say, “Mission Accomplished “?
  2. Sorry for partying. Back to just invading France next week.
  3. Thread for discussion of invasion of Canada. Do we go immediately for Greenland or focus on securing the maple leaf distilleries and oil sands? https://www.historyextra.com/period/20th-century/war-plan-red-secret-invasion/
  4. With blockchain. Come on, keep up.
  5. Feels bad to see a live mental health / full alcoholic breakdown, but it’s to be expected I guess. The world now consists of shitlibs and red pilled genius brains.
  6. It doesn’t hurt once you have no fingers… Futures aren’t going to tell the story of the week. Psychology of the market is headed very bearish now.
  7. lol trust that poster to both sides idiocy.
  8. Go catch all the falling knives!
  9. It’s going to be a schadenfreude overload next week as the market crashes, the 10 year climbs, and prices of avocados and potatoes go through the roof. Cars will take a while as will home prices due to lumber.
  10. National Association of home builders sent Trump a letter about lumber. Leopards apparently like lumber too, have fun framing houses with lumber from Canada jackasses.
  11. Next week is going to be extra entertaining. If the tariffs go into effect I predict the 10 year will jump and we’re going to see a sea of red. But TSLA will jump up 20 percent because reasons.
  12. Oh the children are gone. We replaced them with the ED unit from second grade and their teachers aide stepped out for a mocha Frappuccino.
  13. I live in PG. Have been here almost three years. Great schools, small town feel, very walkable. Just like the rest of the peninsula, economy is very tourist dependent but surprisingly doesn’t feel touristy. Very different from Carmel by the Sea, which is very t touristy . Way less expensive but not cheap. 1000 per square foot for a decent house is probably close to the floor price. I love it, go to the beach every day but it’s definitely on the cold side for Texans! High right now usually about 55 or less and low around 42. The farmers market has better produce than any other place I’ve been in the world. No shit. Monterey county is agriculture and tourism so no surprise there. The fishing is good but limited on species because of restrictions. Property tax is one third of typical Texas at 1 percent but it’s also fixed at your purchase price. Income tax sucks. Sales tax sucks. But it’s all worth it to me. Feel free to PM specific questions.
  14. This is exactly the playbook.
  15. You could say “both sides”. 😀
  16. Idiocracy being the most accurate predictor of the future was not something I ever expected. ”Welcome to Costco, I love you!”
  17. Oh boy the dreaded Wally movement!
  18. Oh I think there is a reckoning for tech coming that may hurt a bit. Maybe the AI data centers can be repurposed for crypto mining?
  19. Here is a good read in it. https://venturebeat.com/ai/deepseek-r1s-bold-bet-on-reinforcement-learning-how-it-outpaced-openai-at-3-of-the-cost/
  20. The whole proposition of paid AI subscription just went poof as a 40 yo Chinese engineer delivered an app that can do what the stupid GPT and Gemini and other bullshit LLMs do for free. Basically pantsed them this weekend, and it’s the top download on the App Store. It produces credible results so good enough to provide a free alternative. Feels kind of like Netscape did back when it came out for free. Haha Marc Andreesen go fuck your own face!
  21. I think people are going to be very surprised with groceries this year. Eggs, coffee? No one buys those right?
  22. The 10 year certainly seems to be implying we’re headed into an inflationary period, since around September. It bears watching😁
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