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Hefeweizen

Certifiably Surly
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Everything posted by Hefeweizen

  1. 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.
  2. 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.
  3. Jew know it. No crustaceans at all.
  4. Do not go gently into the retirement…
  5. 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.
  6. Let’s fall upward like whoa today!
  7. 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.
  8. Yeah. Speaking for all engineers, we’re surly assholes but not generally megalomaniacs. Sometimes.
  9. Apparently there’s a reason none of us are highly compensated market analysts. Fucking insanity.
  10. I entered that symbol and my computer caught fire. Thanks
  11. Oh boy today is going to suck.
  12. 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.
  13. Feels like we’re getting close to capitulation. Either that or we’re going over the ledge. Who fucking knows.
  14. Todays was legit hard. Wordle 480 5/6 ⬛⬛⬛⬛⬛ ⬛🟩⬛🟨⬛ ⬛🟩🟨🟨⬛ ⬛🟩🟩🟩🟩 🟩🟩🟩🟩🟩
  15. 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.
  16. 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.
  17. Elon what starlink doing?
  18. Apparently Elon is about to lawyer up for Logan Act violations. Shit is about to get really fucking visionary.
  19. 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.
  20. 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
  21. It informs his entire worldview. Short answer is yes. And he has no one to tell him he is fucking up by doing this. His only hint is China and India backing away, but even then he is viewing it through the lens of the US forcing them to through coercion.
  22. Covered the spread. Advantage aggy.
  23. Lol this stupid game. This is worse than peewee.
  24. Hefeweizen

    49-0

    User name checks out.
  25. This is a hilarious cripple fight. I love to see it.
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