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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. Hefeweizen
    Wordle 490 5/6 🟩⬛⬛⬛🟨 🟩🟩🟨⬛⬛ 🟩🟩🟩🟩⬛ 🟩🟩🟩🟩⬛ 🟩🟩🟩🟩🟩 One of the more irritating puzzles in a while.
  2. Hefeweizen
    What IBRX doing? I have added more shares as it dives below 5 today. Also bought some more AMYZF. I’m living like it’s 2020 again. Maybe I’ll go scrape some HMBL off the pavement and mix it in with ALPP. The best I did on any of those crazy ones was XMET and FPVD. Lunacy.
  3. Hefeweizen
    Scheiss bringing his a game. A class operator, that is. And 0.145 MGD won’t move the needle. It’s a tiny discharge. Unless it’s got some kind of unusual component in the raw waste, that could be done with a small membrane system and cost a couple of million to buy. Not much of a story and lots of more important stuff to worry about.
  4. Hefeweizen
    Personally I think the covid supply shock showed everyone how dependent we’ve become on external manufacturers. It’s an annoyance for consumers but a National security issue for a lot of industries. Basically a giant wake up call to the US. And there were voices ahead of this, but mainly focused on trade, not supply chains.
  5. Hefeweizen
    He blinked.
  6. Hefeweizen
    New analysis that’s seemed to fly under the radar about serious FAFO for the semiconductor and chip industries. Going to be very interesting to watch this unfold.
  7. Hefeweizen
    His crash site and memorial plaque is about a half mile from me. my daughter loved that country road song when she was about 3 so I still have a soft spot for it. That’s all I have.
  8. Hefeweizen
    Jew know it. No crustaceans at all.
  9. Hefeweizen
    Do not go gently into the retirement…
  10. Hefeweizen
    That’s the size of it. I think in a grotesque way he can’t help himself with Twitter posts. But deep down he’s afraid he’s losing the Chinese market and that would be deadly to Tesla. Starlink will not be distributed in China. But Tesla doesn’t want to lose that market and in fact just got some preferential treatment. I can’t see this ending well for him. He’s too addicted to the feedback loop.
  11. Hefeweizen
    Let’s fall upward like whoa today!
  12. Hefeweizen
    Interesting thesis. I’m probably as conservatively positioned as I’ve been in a while outside of my stonk play account. I don’t like the macro feel at all right now. But I’m usually over pessimistic.
  13. Hefeweizen
    Yeah. Speaking for all engineers, we’re surly assholes but not generally megalomaniacs. Sometimes.
  14. Hefeweizen
    Apparently there’s a reason none of us are highly compensated market analysts. Fucking insanity.
  15. Hefeweizen
    I entered that symbol and my computer caught fire. Thanks
  16. Hefeweizen
    Oh boy today is going to suck.
  17. Hefeweizen
    I didn’t get to follow things closely today but I am curious what the cry me a River bridge situation looks like. I think it would be a great time to hit somewhere else near the rail line right about now.
  18. Hefeweizen
    Feels like we’re getting close to capitulation. Either that or we’re going over the ledge. Who fucking knows.
  19. Hefeweizen
    Todays was legit hard. Wordle 480 5/6 ⬛⬛⬛⬛⬛ ⬛🟩⬛🟨⬛ ⬛🟩🟨🟨⬛ ⬛🟩🟩🟩🟩 🟩🟩🟩🟩🟩
  20. Hefeweizen
    So I’ll put this review in the book nerd thread too, but I read One Soldier’s War by Babchenko over the past week and it’s a horrible read. Not in the sense that war is horrible, because that is known and has been brilliantly described in books like Storm of Steel, The Face of Battle, All Quiet, with the old breed, etc. It made me physically sick reading the book. Torturing soldiers ( that’s not fucking hazing), killing and eating dogs multiple times, stealing anything they could, literally allowing themselves to get sick, drinking contaminated water, you name it, if it’s disgusting and depraved they’re doing it. I can’t recommend the book as I kind of wish I hadn’t read it. It is that awful. The only book that has induced the same reaction off the top of my head was the Rape of Nanking.
  21. Hefeweizen
    Cross posting: So I’ll put this review in the book nerd thread too, but I read One Soldier’s War by Babchenko over the past week and it’s a horrible read. Not in the sense that war is horrible, because that is known and has been brilliantly described in books like Storm of Steel, The Face of Battle, All Quiet, with the old breed, etc. It made me physically sick reading the book. Torturing soldiers ( that’s not fucking hazing), killing and eating dogs multiple times, stealing anything they could, literally allowing themselves to get sick, drinking contaminated water, you name it, if it’s disgusting and depraved they’re doing it. I can’t recommend the book as I kind of wish I hadn’t read it. It is that awful. The only book that has induced the same reaction off the top of my head was the Rape of Nanking.
  22. Hefeweizen
    Elon what starlink doing?
  23. Hefeweizen
    Apparently Elon is about to lawyer up for Logan Act violations. Shit is about to get really fucking visionary.
  24. Hefeweizen
    Sorry I’m down to 100 shares just so I can pretend to play. I did sell all my PBR ahead of the runoff in Brazil. Collected a 25 percent yield in a few months. It’s just too risky until Lula wins the runoff.
  25. Hefeweizen
    EOSE really tempting me by dropping to 1.50 AMYZF really needs a kick in the ass to get and stay back over 0.5

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