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…

“Voluntary”

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)

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

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?

They work for Trump. Dignity shedding must be at the top of the job application

“This time is different”

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”.

Government controlling the means of production- there a word for this …. Anyone? Anyone? I swear it’s on the tip of my tongue.

Fox Producer: Jesse Watters would like to invite you on his show

AOC: He has sexualized and harassed me on his show.

FP: That’s not true

AOC: He accused me of wanting to sleep with Stephen Miller. So why don’t you tell me what you think is acceptable to tell a woman.

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.

There’s a way to stop that ya know. Go the fuck home

Carls new old WSJ head to boot this am.

Almost if they are in the bag for him. Wouldn’t ya say?

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.

Bull. The idea the US needs Venezuela oil is laughable

It’s 1% of global supply

The attack on Venezuela that Little Marco wants is a redux of the Panama action of the late 80’s. Illegal but the dictator went to jail and the country returned to democracy. Let’s hope this goes well. We’re in it - what’s the point in hoping it goes bad ?

They can’t. But thank you for your thoughts

Still up 50% over the past 12. But it does seem unmoored to the others. Waiting for a 3 handle. We will see

A lot of people are saying

Really?? Had him as a 2 and 20 man. The kind that has me locked up in a deal I can’t actually sell out of.

But yeah. I can see him marking .50cents as a dollar.

I wasn’t complaining or expecting the government to pay my bills and solve my problems. I can solve my own

Get off your knees man.

You have devolved government. Subsidize generators or mail Scot’s a check. Stop looking past Edinburgh for the source of your problems.

Same group that gets free college while English kids pay.

I’d like a referendum. A referendum on freedom for the English taxpayer from Scots Unis and Wales’ NHS