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  1. jryoung

    Tariffs

    Not entirely, the vast most of the industry doesn't compare to be sure, but there has been some interesting options showing up in recent years. Cruse wine is making sparkling more in the style of independent growers in Champagne, as well as Rhys which is doing both big producer house blends as...
  2. jryoung

    Tariffs

    With anything fuel related in California you have to wonder about what types of phuckery from Sacramento could be in play. My prices from Kamps have been pretty stable. 2/16/25 $3.54 1/9/25 $3.43 11/11/24 $3.44 5/14/24 $3.40
  3. jryoung

    Tariffs

    My reference was me being pedantic, we have sparkling wine, Champagne makes champagne. ;)
  4. jryoung

    Tariffs

    I've bought a of fair bit of Champagne this year, there's been some good producer direct shipments of past vintages that I jumped on simply for scarcity and provenance. With the tarriff announcement/threat a couple of weeks ago, I got lucky. It'll be interesting to see what this does to the...
  5. jryoung

    Tariffs

    Some of our suppliers (medical) have warned about potential higher costs, but of the products we get that are manufactured outside the country and relatively inexpensive to begin with so I'm not seeing it have a material effect, but still remaining cautious about potential blindspots. It's not...
  6. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    The Signal crew need to have a discussion about going all in on PLTR for DoD software and add in Jim Cramer on the chat.
  7. jryoung

    Evaluate the ROI on Education

    Truth right here, between what I've had to pay for various GCs, HVAC, painters, landscapers, etc over the years professionally and personally that ones that show up and communicate are typically very successful. Now there's even a potential PE exit for many smaller scale guys...
  8. jryoung

    Your dog’s quirk?

    Ruby, loves all humans. Will try and eat through a washing machine to get a mouse. After the cover for the detergent draw was eaten off she took towards the drawer itself.......yes that's blood from her gums on the edges.
  9. jryoung

    FS: custom LH 280 AI

    Man I need this for my kid, but he doesn't deserve it.
  10. jryoung

    2025 Garden!

    I have no idea what all is in here, but you see that look on her face......your back should be sore just looking at it.
  11. jryoung

    Sunday Pic of the Day

    Yep, even saw my first big bird.....well first I'm 💯 certain of my ID because it passed right underneath us and I could see it's tags.
  12. jryoung

    Sunday Pic of the Day

  13. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    The misery is persistant so I must endure.
  14. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Don't let your 2025 opinion of Musk ignore the facts. That 465M ATVM load revitalized the NUMMI plant Toyota GM shuttered in early 2010. Workers got back to work and the loan was paid in 3 years benefiting taxpayers. Ford got almost $6 billion and it was repaid in 2022.
  15. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Alcohol is a fascinating space right now. Broader talks of lower consumption by younger generations, wine overall is down and with spirits there's been a massive shift towards artisan producers (beer too). But with small batch production, distribution is a huge challenge based on previous...
  16. jryoung

    Federal Land Sales for Affordable Housing?

    I thought your link was going to be about the significant about vacancy rates for real estate from a study a few years ago. Floridian cities have some of the highest vacancy rates. Cities in Florida make up one third of the top 25 spots, including Pompano Beach (21.7%), Fort Lauderdale (21.4%)...
  17. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    When when folks started talking about Berkshire building cash reserves back in the fall all I could hear was that first sentence of the quote.
  18. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Absolutely, I've calculated many times how much money I would have if I instead bought Apple at $.17/share instead of spending $399 on my first iPod. I've also cursed myself manytimes since 2010 that didn't start buying Nvidia on the regular when I was free of Independence issues because they...
  19. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Dumped the last of my direct holdings in Tesla, yesterday. I bought in 2022/2023, sold a portion in 2024 for a 30% gain, bought PLTR currently sitting at 274% gain, with 43 days to go for LTCG. Yesterday I sold the rest of the lot for a 96% gain, and split the proceed between Verizon and FIBK...
  20. jryoung

    Anybody Buying Yet? Where’s the Bottom?

    Wrong fool article https://www.fool.com/investing/2025/03/07/a-new-vision-from-defense-secretary-hegseth-could/

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