ozi

yeah SFO seems to be completely uneffected

Unless you actually plan on building as successful SaaS... then just, you know, use Salesforce. There are exceedingly few reasons a $100m SaaS company shouldn't just be running on SFDC.

How do you even end up enforcing licensing here? It's only a matter of time before something as capable as GPT-4 works on a cell phone.

No business is going to park their working capital with a bank that has those requirements.

You can't hedge something that is likely to happen in a cost efficient way. Yield curves are predictable.

Yeah, agree that generalizations like "rich people will hold out" don't really hold true when you zoom in on individual home sale scenarios. Yes, the uber wealthy may wait, but those with a W2 often move for a number of reasons related to job, family, health, economic, or other life circumstances that trump the prevailing wisdom of what they should be doing. And then there are those who aren't paying attention or don't care. People want what they want.

delta force is short for "1st Special Forces Operational Detachment–Delta"

Just throw a few away each time you take out the trash.

you vastly overestimate the majority.

Aside from the cost of the cards themselves, the rewards are free so long as you don't carry a balance.

If you pay your balance off each month, these cards are great. I enjoy thousands/year in benefits after fees.

Or just long VXX. Isn't increased volatility inevitable for virtually any outcome of the election, short of Trump just resigning?

FWIW I travelled from LAX to SFO yesterday. Both were much busier than they had been just a few weeks ago. I'm long DAL based on what I saw yesterday.

You seem to be ignoring supply and demand for the assets themselves irrespective of the asset's value or earning potential. Low interest rates increases demand for asset types like property and equities.

bout 25 million

> Virtually all of them get bad eventually.

Like pretty much everything on the internet.