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ChemEngr79

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Everything posted by ChemEngr79

  1. Before long we will be hearing about the many virtues of empty shelves...
  2. We know the answer. He will lash out at anyone who points out that things have gone to shit despite the apparent reality (egg prices, empty shelves, 500k job losses per month, etc) and deflect any responsibility all while lying a mile a minute...
  3. I think they are using the following screening process in addition to looking for "suspicious" tattoos... The red line might be 1-2 boxes higher, though...
  4. The ports are empty now... what do people think will happen in 2 months? Lots of shelves will be empty, which is why the white house is trying to prevent people from showing these negative consequences of their poor policies... "Outlook uncertainty" went from 1.3 in Jan to 47.1 in April. This was entirely self-inflicted. I'm seeing businesses start to defer investment and take other actions to conserve cash. That chart shows the same collapse in capital expenditures... My view is we have the conditions in place for some pretty intense stagflation. TBD how it plays out...
  5. I am pleased they got the 3rd back. We need starters and studs at many positions and need the additional dart throws to increase or odds of success.
  6. All about the top 100 picks…
  7. well, since they did so well with all of those Julio picks…lol
  8. A banana peel would have been better than most of our recent RT's...
  9. The scary part is that they don't have to change reality. They just need to convince their supporters that they have...
  10. If he doesn't like the bond market, just wait until he has the power to set rates to zero in an inflationary environment. We will get some supercharged stagflation...
  11. The dad chasing 3 kids...lol
  12. So basically, your typical day is like mine when at Disney World...30-40k steps...lol
  13. It isn't difficult; they are just that stupid...
  14. The only result will be the entire world quickly getting much poorer (and probably unstable)...
  15. I am sure we will have our "short, victorious war" soon enough with (Greenland? Panama? Canada? Europe?)...
  16. “They smashed up things and creatures and then retreated back into their money or their vast carelessness, or whatever it was that kept them together, and let other people clean up the mess they had made.". The Great Gatsby. It’s a Perfect description of Musk and Trump, though.
  17. Oh, they will be back to explain why this is good... My 74 yr old dad is still sharing FB posts about DOGE savings...
  18. Jesus, we have fucking amateur hours at the highest levels. What total incompetence. This would have quickly ended careers prior to 2 months ago...
  19. And many US plants are more optimized for their heavy crude, so it is dumb lose/lose setup..
  20. Modern manufacturing requires maybe ~20% of the people compared to 50-80 years ago. It is visually apparent, as the plants I visit from the 1950s or earlier have massive soccer field-sized parking lots (often some have been let go back to grass) due to the historical personnel levels required. With that said, the jobs left are relatively higher skill and pay well. The ecosystem that grows around these manufacturing jobs also pays well (machines shops, industrial services, etc). We were in the midst of the biggest industrial investment campaign in history (~10x the prior 20 years' rate), which I think will now be in doubt with the current chaos and uncertainty.
  21. I picked up an extra 3rd with a trade down from 35 and picked up a 7th with a couple of place drop during day three: Lots of speed was added to the team on this mock while doubling up on WR/Edge...
  22. Sure, turn off SS checks. That might be the most unpopular thing ever attempted and would probably peel off ~5-10% of support for this madness practically overnight while energizing 10's of millions of very pissed-off people with lots of spare time.
  23. I came up with the same 3.
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