boognish_bear said:Vail is not a microcosm of the rest of the country
— Jonathan Levitt (@JWLevitt) December 19, 2025
Things are good in Canada. Although, skiers are like fishing, hunting and sailing where people will spend on what they want to do.
boognish_bear said:Vail is not a microcosm of the rest of the country
— Jonathan Levitt (@JWLevitt) December 19, 2025
STxBear81 said:
Vail, Aspen ,beaver creek ,Jackson hole , Sundance or telluride to name a few are not hurting
STxBear81 said:
Maybe better said those who go there aren't hurting
FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
FLBear5630 said:whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
You really think that will lead to hiring? What will you do with more liberal depreciation rules? Hire more or show your Board a leaner operation?
🚨 BREAKING: US GDP just DESTROYED expectations, surging +4.3% in Q3
— Eric Daugherty (@EricLDaugh) December 23, 2025
"That is a NICE jump! This would be the strongest going back to Q3 2023. THIS IS STRONG!" 🔥🔥
The Experts LOST.
Trump and Scott Bessent were right, again. 🇺🇸 pic.twitter.com/JrHRd1agEa
BREAKING 🚨: Cheese 🧀
— Barchart (@Barchart) December 22, 2025
Cheese has fallen to its lowest prices in 5.5 years 📉📉 pic.twitter.com/93Df4qiCMz
The Tyson beef plant, by far the largest employer in Lexington, Nebraska, plans to lay off 3,200 people when the company closes its facility on Jan. 20. Tyson says it’s closing the plant to “right-size” its beef business after a historically low cattle herd in the U.S. pic.twitter.com/ih51x3FWeg
— The Associated Press (@AP) December 22, 2025
whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
You really think that will lead to hiring? What will you do with more liberal depreciation rules? Hire more or show your Board a leaner operation?
Obtuse = a profound lack of understanding about how corporations grow sales and profits and shareholder wealth?
boognish_bear said:BREAKING 🚨: Cheese 🧀
— Barchart (@Barchart) December 22, 2025
Cheese has fallen to its lowest prices in 5.5 years 📉📉 pic.twitter.com/93Df4qiCMz
boognish_bear said:The Tyson beef plant, by far the largest employer in Lexington, Nebraska, plans to lay off 3,200 people when the company closes its facility on Jan. 20. Tyson says it’s closing the plant to “right-size” its beef business after a historically low cattle herd in the U.S. pic.twitter.com/ih51x3FWeg
— The Associated Press (@AP) December 22, 2025
FLBear5630 said:whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
You really think that will lead to hiring? What will you do with more liberal depreciation rules? Hire more or show your Board a leaner operation?
Obtuse = a profound lack of understanding about how corporations grow sales and profits and shareholder wealth?
So, you are hiring based on change in depreciation? Just how much is that and how many permanent positions can it fill?
evergreen https://t.co/QFVPPEeuaU pic.twitter.com/cY7rnGKH3u
— yung macro 宏观年少传奇 (@apralky) December 23, 2025
whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
You really think that will lead to hiring? What will you do with more liberal depreciation rules? Hire more or show your Board a leaner operation?
Obtuse = a profound lack of understanding about how corporations grow sales and profits and shareholder wealth?
So, you are hiring based on change in depreciation? Just how much is that and how many permanent positions can it fill?
Sigh. What does it take for corporations to grow their business?
BREAKING: Odds of a recession next year reach an all-time low of 25% pic.twitter.com/PmFUT8Wc8D
— Kalshi (@Kalshi) December 23, 2025
the people making really good BBQ these days are doing it right with salt, pepper and maybe a little garlic. Too much smoke only exists with places that don't know how to make a proper fire.FLBear5630 said:J.R. said:boognish_bear said:
Just bought a 22 pound USDA Prime brisket from Costco yesterday for $135. That is six dollars a pound. Six years ago that same brisket would've been half that price.
Still a hell of a lot cheaper than going to a top top end barbecue restaurant where they are charging $35+ per pound now… but it still gave me some sticker shock.
yeah, don't get me started on BBQ. Back in my day it was a way to cook the crap out of a much lesser muscle. Though I'm in the cattle/waygu business, I have a serious issue with the cost these days. $22 plus for a sammie. People still buy that stuff which I appreciate. Hell, I don't use it that much.
The art of BBQ has deteriorated. It is now overwhelmed by spice rubs and too much smoke. It used to be a mild seasoning, now you taste it for days. I have really stayed away from BBQ for the last 5 to 10 years.
boognish_bear said:BREAKING: Odds of a recession next year reach an all-time low of 25% pic.twitter.com/PmFUT8Wc8D
— Kalshi (@Kalshi) December 23, 2025
trey3216 said:FLBear5630 said:J.R. said:boognish_bear said:
Just bought a 22 pound USDA Prime brisket from Costco yesterday for $135. That is six dollars a pound. Six years ago that same brisket would've been half that price.
Still a hell of a lot cheaper than going to a top top end barbecue restaurant where they are charging $35+ per pound now… but it still gave me some sticker shock.
yeah, don't get me started on BBQ. Back in my day it was a way to cook the crap out of a much lesser muscle. Though I'm in the cattle/waygu business, I have a serious issue with the cost these days. $22 plus for a sammie. People still buy that stuff which I appreciate. Hell, I don't use it that much.
The art of BBQ has deteriorated. It is now overwhelmed by spice rubs and too much smoke. It used to be a mild seasoning, now you taste it for days. I have really stayed away from BBQ for the last 5 to 10 years.
the people making really good BBQ these days are doing it right with salt, pepper and maybe a little garlic. Too much smoke only exists with places that don't know how to make a proper fire.
FLBear5630 said:whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
You really think that will lead to hiring? What will you do with more liberal depreciation rules? Hire more or show your Board a leaner operation?
Obtuse = a profound lack of understanding about how corporations grow sales and profits and shareholder wealth?
So, you are hiring based on change in depreciation? Just how much is that and how many permanent positions can it fill?
Sigh. What does it take for corporations to grow their business?
Sigh... You are not answering my question. Trump said the new depreciation rules will result in new hiring. Are you adding employees with the money the depreciation of your IT hardware is creating? How much will you Company depreciate on IT hardware? Enough to fund permanent positions? How many FTEs are you adding with those funds?
I say none. It will be used to show higher efficiencies and will end up being Executive bonuses.
We need 2-3 years of real wage gains, stable prices and fewer surprise cost spikes. We also need rate cuts.whiterock said:
Not in a recession.🚨 BREAKING: US GDP just DESTROYED expectations, surging +4.3% in Q3
— Eric Daugherty (@EricLDaugh) December 23, 2025
"That is a NICE jump! This would be the strongest going back to Q3 2023. THIS IS STRONG!" 🔥🔥
The Experts LOST.
Trump and Scott Bessent were right, again. 🇺🇸 pic.twitter.com/JrHRd1agEa
Doc Holliday said:whiterock said:
Not in a recession.🚨 BREAKING: US GDP just DESTROYED expectations, surging +4.3% in Q3
— Eric Daugherty (@EricLDaugh) December 23, 2025
"That is a NICE jump! This would be the strongest going back to Q3 2023. THIS IS STRONG!" 🔥🔥
The Experts LOST.
Trump and Scott Bessent were right, again. 🇺🇸 pic.twitter.com/JrHRd1agEa
We need 2-3 years of real wage gains, stable prices and fewer surprise cost spikes. We also need rate cuts.
The economy is uneven IMO.
Macro: strong
Corporate: solid
Asset owners: fine
Many households: still tight
The real issue is wages/salaries. They didn't just fall behind, they lost a decade in 3 years (2021-2023). GDP and corporate earnings look fine while paychecks don't because productivity gains flowed more to profits than pay.
most good bbq places don't use any mesquiteFLBear5630 said:trey3216 said:FLBear5630 said:J.R. said:boognish_bear said:
Just bought a 22 pound USDA Prime brisket from Costco yesterday for $135. That is six dollars a pound. Six years ago that same brisket would've been half that price.
Still a hell of a lot cheaper than going to a top top end barbecue restaurant where they are charging $35+ per pound now… but it still gave me some sticker shock.
yeah, don't get me started on BBQ. Back in my day it was a way to cook the crap out of a much lesser muscle. Though I'm in the cattle/waygu business, I have a serious issue with the cost these days. $22 plus for a sammie. People still buy that stuff which I appreciate. Hell, I don't use it that much.
The art of BBQ has deteriorated. It is now overwhelmed by spice rubs and too much smoke. It used to be a mild seasoning, now you taste it for days. I have really stayed away from BBQ for the last 5 to 10 years.
the people making really good BBQ these days are doing it right with salt, pepper and maybe a little garlic. Too much smoke only exists with places that don't know how to make a proper fire.
Yeah, you can really go overboard with woods like mesquite. Taste it for days...
whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:whiterock said:FLBear5630 said:boognish_bear said:.@MariaBartiromo: In the new year, the Big Beautiful Bill takes effect... businesses will be able to expense things like writing off computers and facilities. That is going to give a boost to businesses who will turn around and likely hire more people. pic.twitter.com/ujmSBvL7Wb
— Rapid Response 47 (@RapidResponse47) December 18, 2025
Really? That will turn into hiring? I will make a bet. What it will do is let Executives show that they are reducing costs and saving money, which will turn into bigger bonuses. No one is hiring on the depreciation of hardware...
obtuse
You really think that will lead to hiring? What will you do with more liberal depreciation rules? Hire more or show your Board a leaner operation?
Obtuse = a profound lack of understanding about how corporations grow sales and profits and shareholder wealth?
So, you are hiring based on change in depreciation? Just how much is that and how many permanent positions can it fill?
Sigh. What does it take for corporations to grow their business?
Sigh... You are not answering my question. Trump said the new depreciation rules will result in new hiring. Are you adding employees with the money the depreciation of your IT hardware is creating? How much will you Company depreciate on IT hardware? Enough to fund permanent positions? How many FTEs are you adding with those funds?
I say none. It will be used to show higher efficiencies and will end up being Executive bonuses.
Geez the obtusity. Do you really think tax and regulatory burden has no impact the economy whatsoever?
Doc Holliday said:We need 2-3 years of real wage gains, stable prices and fewer surprise cost spikes. We also need rate cuts.whiterock said:
Not in a recession.🚨 BREAKING: US GDP just DESTROYED expectations, surging +4.3% in Q3
— Eric Daugherty (@EricLDaugh) December 23, 2025
"That is a NICE jump! This would be the strongest going back to Q3 2023. THIS IS STRONG!" 🔥🔥
The Experts LOST.
Trump and Scott Bessent were right, again. 🇺🇸 pic.twitter.com/JrHRd1agEa
The economy is uneven IMO.
Macro: strong
Corporate: solid
Asset owners: fine
Many households: still tight
The real issue is wages/salaries. They didn't just fall behind, they lost a decade in 3 years (2021-2023). GDP and corporate earnings look fine while paychecks don't because productivity gains flowed more to profits than pay.
This is why soft data like consumer confidence are struggling despite GDP numbers and retail going up.
— Peter Tarr (@ProfitsTaken) December 24, 2025
A lot of the GDP drivers and "higher" retail sales numbers are disconnected from the economic health of Americans. pic.twitter.com/FT5MFvzXhX
BIG BET: With homeownership feeling unattainable for many in Gen Z, alternative investments are drawing fresh interest.@LoganPaul offers this message to young investors:
— Fox News (@FoxNews) December 23, 2025
"I think if you have the money don't be afraid to take a risk, especially if you're young."
"There are… pic.twitter.com/FHd8bL3ixu
— WIZ 🍄🪬🎰 (@WizXRP) December 24, 2025