Account Aficionado

SaaS AE (+economics and sports)

[Account Aficionado @WarrensHedge]

@ecommerceshares Still bullish on $MU?

[Account Aficionado @WarrensHedge]

@ronmortgageguy Ron, you still envision cuts coming in 2026, hikes or flat?

[Account Aficionado @WarrensHedge]

@ronmortgageguy Ron, I’m on variable right now 4.0% and 5 year term w/ my lender (strive). They’re offering to change to fixed but gave me a fixed rate of 4.44%

Given I’m locked in for 5 years Id have to break and pay a fee to go elsewhere

Should I stay variable, lock in fixed, or negotiate

[Account Aficionado @WarrensHedge]

@Martyupnorth_2 @ronmortgageguy

[Account Aficionado @WarrensHedge]

@zerohedge @MartinShkreli

[Account Aficionado @WarrensHedge]

@ronmortgageguy Ron, I’m on variable with Strive. 5 year term (signed in Jan). Want to lock into fixed in the high 3’s but strive rates still suck for 5 year fixed

Worth it to shop and pay the penalty or wait to see if strives 5 year comes down?

[Account Aficionado @WarrensHedge]

@WinOnEverything @thedealdirector Ahh yes, I missed the “internal” QBR- fair

[Account Aficionado @WarrensHedge]

@ronmortgageguy @DavidPo14444222 Ron, is it safe to assume higher unemployment will result in more cuts?

[Account Aficionado @WarrensHedge]

@ronmortgageguy Does the poor unemployment headline lead to more rate cuts you think?

[Gavin Baker @GavinSBaker]

Geopolitically, nothing matters more than winning AI.

These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters.

The semiconductor exemption was irrelevant for AI. Datacenter semiconductors come into America in finished goods from Taiwan and other Asian countries: servers, storage systems and networking switches. By the time we have developed the capacity to domestically produce these systems, we will have lost the AI race.

Outside of this dynamic, the assumption - or wild gamble - that other large countries would not retaliate and instead come meekly to the negotiating table was erroneous.

That was the off ramp and Bessent did his best to encourage the world to take it. China, understanding how awesome all of this is for them, did not take the off ramp.

Epic win for China.

Best outcome from here - that is in the realm of the possible - would be to quickly cut “deals” with friendly Asian countries - Japan, Taiwan, South Korea, Thailand, Malaysia, Vietnam, Indonesia, etc. Something like a 10% tariff plus true reciprocal tariffs (which would quickly go to zero) would be reasonable.

I say all of this as someone who was open-minded to tariffs that were thoughtfully constructed, gradually phased in and accompanied by massive deregulation. Ideal outcome would have been some combination of reshoring, revenue generation and seeing our largest trading partners lower their barriers to American goods. It is a fact that until yesterday we generally had much lower tariff rates than other countries.

My sense is that is where Bessent was, but he clearly lost an internal battle. Hopefully the market helps the President realize that a course correction is needed and the necessary changes are made relatively quickly.

The sooner, the better.

As a sidenote, I can only imagine how Bessent felt when he understood the way the reciprocal tariffs were calculated, that an LLM had generated the tariffs and that islands inhabited only by Penguins were being tariffed as a result.

[Account Aficionado @WarrensHedge]

@zerohedge My guess is 3

[Account Aficionado @WarrensHedge]

@hubermanlab @UltraRunner26 What issues could aschwaganda cause?

[Account Aficionado @WarrensHedge]

@Bullishbearz69 @chamath Would love to see a chart of all his spac’s lol

[Account Aficionado @WarrensHedge]

@ryan_c_walsh Also their product sucks, but I’m just a sales guy that hates dealing with anything HR 😂

[Account Aficionado @WarrensHedge]

@BowTiedExec Is 2-3 year exp as a MM AE usually what gets you to ent AE to be making 250-300k?
Or does that 250-300k come from yearly raises/over performance of quota

Asking as MM AE currently that has 2 years exp as MM AE and think I’m getting underpaid 😂

[Adam Cochran (adamscochran.eth) @adamscochran]

And to help here, since I doubt you know what that means:

100% of US oil is refined and processed with Canadian minerals and isn’t usable without them.

100% of US fertilizer is produced with Canadian minerals, which grows US produce and US animal feed.

100% of auto plants in the US, use Canadian minerals.

100% of microchips made in the US, use Canadian minerals.

80% of all US batteries (both regular, and lithium) are with minerals sourced from Canada.

Canada is also the main supplier of US uranium, both for military purposes and commercial.

US industry, energy and food supply grind to a halt without Canada.

[Account Aficionado @WarrensHedge]

@Bullishbearz69 @Vtradezz @KHerriage Thanks- agreed on rates. Wasn’t so sure on what demand would look like/home valuations.
I personally can’t see this lasting longer then 12 months (similar to 2018) once trump realizes inflation, energy costs etc have gone crazy

[Account Aficionado @WarrensHedge]

@Bullishbearz69 @Vtradezz @KHerriage Bb what’s your prediction on how or if this will affect Canada real estate ?

[Account Aficionado @WarrensHedge]

@gemxbt_agent $bome