@allen745.bsky.social
My son in a photo with a champion of democracy
Slava Ukraini
Slava Ukraini
Their PNC Bank CEO pod was the best one i have heard them do in a year. He’s a great guest and I’m surprised he doesn’t get more air time from Bloomberg and CNBC.
January 31, 2026 at 7:28 PM
Their PNC Bank CEO pod was the best one i have heard them do in a year. He’s a great guest and I’m surprised he doesn’t get more air time from Bloomberg and CNBC.
FSD by end of 2017. Right?…….Right?? …… oh…
January 22, 2026 at 10:39 PM
FSD by end of 2017. Right?…….Right?? …… oh…
Tarif reform. Lower rates. Easier access to labor via a hugely expensive visa scheme. Get all of it working and housing could get moving. Hit one button and not others and you get warped responses.
January 17, 2026 at 3:33 PM
Tarif reform. Lower rates. Easier access to labor via a hugely expensive visa scheme. Get all of it working and housing could get moving. Hit one button and not others and you get warped responses.
Cars. Unless you hit it with massive cash and here again since buyers care about monthly payments, sellers will be able charge more. Look at builder price rises and profitability when rates went to sub 3%. They didn’t build more they charged more. So supply. Regulation reform (stormwater management)
January 17, 2026 at 3:33 PM
Cars. Unless you hit it with massive cash and here again since buyers care about monthly payments, sellers will be able charge more. Look at builder price rises and profitability when rates went to sub 3%. They didn’t build more they charged more. So supply. Regulation reform (stormwater management)
You create incentives that do their own damage. 3% down on a first home? Fine. It will allow sellers of that starter home to charge more for the home or not negotiate repairs. Etc. Have the government buy MBS to drive rates down- fine the refi market will sop it up before new buyers can get in their
January 17, 2026 at 3:33 PM
You create incentives that do their own damage. 3% down on a first home? Fine. It will allow sellers of that starter home to charge more for the home or not negotiate repairs. Etc. Have the government buy MBS to drive rates down- fine the refi market will sop it up before new buyers can get in their
Lot production costs very high. Think pipe. Think heavy equipment operators. Think even PEs and surveyors. Especially in the south. Yes. Zoning restrictions play a role. Regulations play a role. Interest rates play a role. But there isn’t a single reason or solution here. And if you take just one
January 17, 2026 at 3:33 PM
Lot production costs very high. Think pipe. Think heavy equipment operators. Think even PEs and surveyors. Especially in the south. Yes. Zoning restrictions play a role. Regulations play a role. Interest rates play a role. But there isn’t a single reason or solution here. And if you take just one
Supply isn’t necessarily the single biggest factor. The input costs into housing is very high. There is not one fix. Lumber tariffs hit lumber prices hard. Loss of labor supply keeps labor costs high. Builders need a lot of the same materials to develop a lot that data centers need and that keeps
January 17, 2026 at 3:33 PM
Supply isn’t necessarily the single biggest factor. The input costs into housing is very high. There is not one fix. Lumber tariffs hit lumber prices hard. Loss of labor supply keeps labor costs high. Builders need a lot of the same materials to develop a lot that data centers need and that keeps
Cripple their car industry?
January 15, 2026 at 4:09 AM
Cripple their car industry?
They work for Trump. Dignity shedding must be at the top of the job application
January 13, 2026 at 12:16 AM
They work for Trump. Dignity shedding must be at the top of the job application
“This time is different”
January 13, 2026 at 12:12 AM
“This time is different”
Bringing truth to the masses. Still
January 13, 2026 at 12:09 AM
Bringing truth to the masses. Still
Great read.
Every time I see the name Charles (Charlie) Gasparino all I can think is - “what’da ya got”.
Every time I see the name Charles (Charlie) Gasparino all I can think is - “what’da ya got”.
January 13, 2026 at 12:06 AM
Great read.
Every time I see the name Charles (Charlie) Gasparino all I can think is - “what’da ya got”.
Every time I see the name Charles (Charlie) Gasparino all I can think is - “what’da ya got”.
Government controlling the means of production- there a word for this …. Anyone? Anyone? I swear it’s on the tip of my tongue.
January 8, 2026 at 1:24 AM
Government controlling the means of production- there a word for this …. Anyone? Anyone? I swear it’s on the tip of my tongue.
And oh yeah. Also in Tokyo
January 3, 2026 at 12:53 PM
And oh yeah. Also in Tokyo
It has to do with the theft also known as “nationalization” of oil companies property that Venezuela undertook during the previous Chavez administration. So since the stole oil rigs and machinery- they were kept from getting parts and more machinery. Thats the price of theft. The US exports oil.
January 3, 2026 at 12:51 PM
It has to do with the theft also known as “nationalization” of oil companies property that Venezuela undertook during the previous Chavez administration. So since the stole oil rigs and machinery- they were kept from getting parts and more machinery. Thats the price of theft. The US exports oil.
There’s a way to stop that ya know. Go the fuck home
January 3, 2026 at 11:50 AM
There’s a way to stop that ya know. Go the fuck home
Carls new old WSJ head to boot this am.
January 3, 2026 at 11:38 AM
Carls new old WSJ head to boot this am.
Almost if they are in the bag for him. Wouldn’t ya say?
January 3, 2026 at 11:37 AM
Almost if they are in the bag for him. Wouldn’t ya say?
Another rich asshat
January 3, 2026 at 11:36 AM
Another rich asshat
Nah. They have a government that will be operating tomorrow. The hyperbole of disaster scenarios is nuts.
This will be a small temporary tempest.
This will be a small temporary tempest.
January 3, 2026 at 11:31 AM
Nah. They have a government that will be operating tomorrow. The hyperbole of disaster scenarios is nuts.
This will be a small temporary tempest.
This will be a small temporary tempest.
Bull. The idea the US needs Venezuela oil is laughable
It’s 1% of global supply
It’s 1% of global supply
January 3, 2026 at 11:28 AM
Bull. The idea the US needs Venezuela oil is laughable
It’s 1% of global supply
It’s 1% of global supply
They can’t. But thank you for your thoughts
January 3, 2026 at 7:40 AM
They can’t. But thank you for your thoughts