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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. Apparently call tbone and Stanley.
  2. Thanks for mentioning this book. Was not in my radar at all and now boughtened and awaiting finishing the Slow Horses series which has had my attention for a few weeks. I am 26 books into 2023 right now, which is almost double what I read last year. Side effect of moving to a quiet town, working from home, and gaining a few hours a day not commuting…
  3. Only if all of ourselves hold t bills, right? I am very interested in the potential outcomes here and I don’t see that ultimately it is either austerity or inflating out of debt that’s the answer. Maybe both! But it’s going to get fugly eventually.
  4. Faherty is good shit and they make clothes for big guys too. Edit: Bonobos is good quality but mostly sized for manlets. Nothing long enough for me.
  5. It’s not if you throw the cat in with the testicles.
  6. Boy the past two weeks have put the hurt on my portfolio. I thought I was positioned safely but there is nowhere to hide right now except maybe in money market or CDs. Lots of fun to watch the market realize the Fed is not going to stop the beatings until morale improves.
  7. Won’t go into the China debate here at all, but a huge part of this whole process is that the world has woken up to how bad a rogue actor can get over his skis if no one shows resistance. Putin was encouraged by the lack of response all the way through the invasion last year, and had to have been taken aback that all of a sudden, what hasn’t been an issue in taking Crimea, or downing the airliner, or poisoning people overseas, became a red line. Now there is a consensus, NATO looks like a real alliance again, and authoritarian regimes that think military might will allow them to bypass international norms are on the back foot. The world has changed a lot, and the consequences will resonate for a while. The visit to Ukraine on the eve of Putin’s speech just underlined it.
  8. I think it is all down to location, but in my hood prices have continued to climb from when I bought. That was about 7 months ago. Meanwhile the house I sold in Austin is worth about 400k less than what I sold it for. Ouch…
  9. USA letting its nuts hang will never get old. And this is definitely putting poutine in a tough spot for his state of the gulag archipelago speech.
  10. Been reading the Slow Horses, really quality writing and the show nailed the feel of the books. Really increased my volume of reading by decreasing time spent on line to about zero outside of wordle and surly. It is amazing how freeing putting away the phone is. And I got rid of my personal computer so I use my company laptop only anymore. This could have gone in the whiny old person thread I see, but one more recommendation which I may or may not have previously made : Thinking, Fast and Slow, by Daniel Kahnemann, great book about the tricks our brains play on us.
  11. This would have gone to classics in the old days but like everything else new, it sucks.
  12. How did we get on Hunter’s cannon? The fucking UK took care of this shit after Dunblane. We’ve had a hundred of them and haven’t done shit. End of story.
  13. If your argument is that a few dead kids and college students are the price to pay for gun freedoms you’ve already lost the argument. I mean, pointing to low percentages of catastrophic failure is not going to persuade anyone. In an interesting twist, all public meetings in Texas for an unnamed state agency now require the applicant to provide private security so that staff is safe. That’s reassuring.
  14. Coming to Arby’s, We have the crickets!
  15. Personally I’m a fan of his brother, Seymour Butts. Good post on Kasparov who has always been an interesting read, and particularly prescient on Russia politics.
  16. Building structures that don’t collapse during earthquakes is really expensive, especially if you get some height on them. I don’t know what the underlying soil is but sand will liquefy during shaking and that adds another layer of shit to the sandwich. This is horrible.
  17. Does anyone know where Tony Almeida and Jack Bauer were at the time?
  18. It’s either full of Rona or piss. Or both.
  19. Guys I think I figured out the power issue.
  20. As serious as Dr. Drunkenstein fake ass cancer.
  21. Timely bump. SF is about 2.5 hours away for me so we’re planning to visit some more, and having these recommendations is great.
  22. Performed a vasectomy on it, so to speak…
  23. Yes, generally it’s platted into individual lots because it increases the flexibility of the owner to change course and start selling the lots fee simple.
  24. Build for rent is a specific market class much like mobile home developments. Arguing against them is an argument against the current economic system. Property tax and interest rates are the fault here, along with capital looking for return. Railing against the people building to meet demand seems counterproductive. Instead work on ways to facilitate home ownership through tax incentives and lower entry costs (by reducing regulatory burden, increasing supply by decreasing time for entitlement of projects, and facilitating utility availability for raw land). Unfortunately none of those are sexy for politicians.
  25. All of the above. And we may or may not be in a recession but it sure feels like JPow has kicked me in the balls.
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