High Seas

887 posts

High Seas

High Seas

@oldF500cfo

Retired Public Company CFO. Tree hugger / conservationist / libertarian

Dallas, TX Katılım Ekim 2022
504 Takip Edilen192 Takipçiler
High Seas
High Seas@oldF500cfo·
@CryptoGeorgist My guess is that the government will bail out the farmers due causing the issue with fertilizer prices. Long established practice of doing such. Also there has been overproduction. Wait until yield estimates plummet, prices may shoot up to compensate.
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🇺🇦CryptoGeorgist🇺🇸🏗🔰🎀
🇺🇦CryptoGeorgist🇺🇸🏗🔰🎀@CryptoGeorgist·
So when farms and farmers go bankrupt, what happens next? Short, medium, and long term. Do the fields go fallow for a year? Does a more serious farmer buy the neighbors lot?
Ramit Sethi@ramit

I respect that farmers had the right to vote for what they believed in I also respect that they are now facing the consequences of their adult decision I’m not interested in fawning profiles of how noble they are. You voted for this, you got it

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High Seas
High Seas@oldF500cfo·
@Empty_America Another story. Rural Wisconsin mother in laws will come over to your house, inspect it and the yard, and if there is a deficiency will let you know about it. Tell you to get off your a&$, set down your beer down and fix it. Not tomorrow, now.
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High Seas
High Seas@oldF500cfo·
@Empty_America Many years ago worked for a paper company based in the South. Am from Wisconsin originally. Had to take another engineer who was from Alabama to a paper mill in north central Wisconsin. As we drove through the countryside he asked “Is everyone here rich?”
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High Seas
High Seas@oldF500cfo·
@007Sausage @dirtcheapbanks I read it may be related somewhat to Secretary of Ag statements concerning supporting farmers related to impacts of Iran War.
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Dirt Cheap Banks
Dirt Cheap Banks@dirtcheapbanks·
Watch banks that are heavy in agriculture loans. Could be some cheap deals soon.
Hedgeye@Hedgeye

U.S. Farm Bankruptcies Surge +46% as Fertilizer Costs Squeeze Farmers: The American Farm Bureau Federation reported 315 Chapter 12 bankruptcy filings in 2025, up from 216 in 2024 and the third consecutive annual increase. The Midwest got hit hardest with 121 filings, a +70% jump. The Southeast followed with 105, up +69%. Together, those two regions accounted for more than two-thirds of every farm bankruptcy in the country. Fertilizer prices are pouring gasoline on the fire. Urea, the most widely used nitrogen fertilizer on the planet, has ripped +87% year-to-date and trades near $720 a tonne. For corn growers who depend on nitrogen, this is a dire situation. Many farmers are reporting they will cut the amount of fertilizer they use, shift from corn toward less nitrogen-dependent soybeans, or just take the yield loss. Farms are under pressure.

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High Seas
High Seas@oldF500cfo·
@aaron_renn Dallas remained a top 5 city for net migration in 2025. Only Texas city to make the list. There are a lot of large corps that transfer staff in and out of the DFW metro area. Constant churn, but trend still positive.
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Aaron M. Renn 🇺🇸
Aaron M. Renn 🇺🇸@aaron_renn·
Dallas, like other Sunbelt boomtowns, is a high out-migration region. I haven’t checked in a while but it used to be that more people moved out of Dallas metro every year than did out of Chicago. People don’t believe me when I say that but it’s true.
Amy Nixon@texasrunnerDFW

I am astounded by the number of millennial families who moved to Dallas, bought a home, then turned around and sold the home to move out of Dallas, in less than a 5 year time span Is Dallas just super transient or is this a post-pandemic phenomenon happening everywhere?

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High Seas
High Seas@oldF500cfo·
@texasrunnerDFW @CTVNews We lived in North, downsized to Texas. Did it in 2024 was right for our market, 2025 may have been better.
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Amy Nixon
Amy Nixon@texasrunnerDFW·
@CTVNews The right time was 2021-2022 You missed it, so the new right time is now, before everyone else in your age group starts listing en masse, around 2030 or so
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High Seas
High Seas@oldF500cfo·
@BarbellFi Significant adverse tax issues with starting at 62. 64 or 65 a reasonable compromise.
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Barbell Financial 💪🏻💰
Barbell Financial 💪🏻💰@BarbellFi·
Start collecting Social Security at 62 My friend’s Dad delayed until 70 He wanted the maximum benefit Dropped dead on his 70th birthday Heart attack Paid $300k into it during his career And never saw a dime back of it 😬
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High Seas
High Seas@oldF500cfo·
@texasrunnerDFW My wife and I lived in north Dallas metro in late 90’s / early 2000’s. Was transferred. Got to retirement. Wife and I have lived in 14 places, owned 10 houses due to my career. Decided to retire to Dallas. Great place to stay active. Been 2 years, happy with decision.
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Amy Nixon
Amy Nixon@texasrunnerDFW·
I am astounded by the number of millennial families who moved to Dallas, bought a home, then turned around and sold the home to move out of Dallas, in less than a 5 year time span Is Dallas just super transient or is this a post-pandemic phenomenon happening everywhere?
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High Seas
High Seas@oldF500cfo·
@texasrunnerDFW I live I far northwest Dallas County. Houses are selling quickly in and around our neighborhood. Albeit at prices 5-8% below peak 2022 prices. But available for sale inventory very low for May and more then 50% of houses in realtor.com show as under contract.
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Amy Nixon
Amy Nixon@texasrunnerDFW·
In Dallas, there is a clear divergence in housing demand for suburbs close to the city center vs. far away exurbs: • Bidding wars near city center • Multiple price cuts in many exurbs A complete reversal of where demand was in 2020-2022 Remote work is ending for many, and that commute keeps getting costlier
Hedgeye@Hedgeye

U.S. gas prices hit a four-year high of $4.43

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High Seas
High Seas@oldF500cfo·
@HedgieMarkets The parties I know that are using Anthropic and OpenAI to develop software are all discussing 100-200% developer productivity increase and incredible debugging capabilities. $13/day per developer is a gift. They could charge $250-$400 per day and still create value.
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Hedgie
Hedgie@HedgieMarkets·
🦔Anthropic quietly doubled its estimate of what Claude Code costs enterprise developers, from $6 per active day to $13, with costs below $30 per day for 90% of users. The previous estimate was based on Sonnet 3.7 as the primary model. Anthropic says the updated figures reflect Opus 4.7 now being the primary Claude Code model and that there was no pricing change. At $13 per active day, monthly costs run $150-250 per developer. Anthropic's head of growth recently acknowledged that current subscription plans weren't built for current usage levels, with engagement per subscriber described as way up. My Take Calling this a model upgrade rather than a price increase is technically accurate and practically irrelevant to any finance team looking at the line item. If the cost to do the same work doubled because the model got better, the budget impact is identical. The companies that cut engineers to fund AI subscriptions based on one cost number are now operating against a cost structure that is a different number, and every data point this year points in the same direction. This is the circular financing problem made concrete. Anthropic loses money on every token sold, raises prices as usage scales, and the startups and enterprises building on top absorb the increase with no corresponding guarantee that the productivity case they sold their boards has materialized. Uber's CTO blew through his annual AI budget before the year was half over. Goldman found inference costs approaching headcount parity. GPU spot prices up 48%. The cost of the AI bet keeps rising while the evidence that it's paying off remains, by the industry's own admission, largely unproven. I've been watching this compress all year and the direction has not changed once. Hedgie🤗
Hedgie tweet media
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High Seas
High Seas@oldF500cfo·
@SteveOnSpeed Also there is a risk of cuts post 2032. At least for those with savings/measurable wealth. Better a bird in hand. My math says take at 64.
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Steve · Millionaire Habits
Steve · Millionaire Habits@SteveOnSpeed·
People say wait until 70 for max Social Security. Wrong. Claim at 62, invest it, and you'll have $220K+ in liquid capital by 70, while the "wait" crowd has collected $0.
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High Seas
High Seas@oldF500cfo·
@Notwokenow Rubio. His ability to campaign in Spanish would be incredible. Plus he does not insult people/ say stupid things. No trolling just in your face facts.
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Kentucky Girl
Kentucky Girl@Notwokenow·
The more I see of Marco Rubio as Secretary of State, the more I think he would make an amazing President of the United States. Are you guys leaning more toward Rubio or Vance in 2028?
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High Seas
High Seas@oldF500cfo·
@KurtSupeCPA Morningstar does a table of allowed asset spend rates vs time in retirement. At 30 years time in retirement one is looking at 3.4% or so, not standard 4%. Means one needs 30X of annual budget in assets to retire. Hardly anyone planning for that.
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Kurt Supe, CPA & Retirement Planner
Kurt Supe, CPA & Retirement Planner@KurtSupeCPA·
Retiring 1985: -Pension covers 60% of income -Social Security covers the rest -Health insurance from former employer -Spend down savings if you want -Retire at 62, live to 75 2005: -401(k) replaces pension -Social Security at 62 or 65 -Retiree health benefits shrinking -COBRA bridge to Medicare -Retire at 65, live to 82 2026 ↓↓
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High Seas
High Seas@oldF500cfo·
@revishvilig This is analogous to the introduction of the machine gun and mass artillery. Stopped ability to advance at depth during WW1. Response took two decades. Armored vehicles coordinated with air strikes. All of sudden there was Blitzkrieg.
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Giorgi Revishvili
Giorgi Revishvili@revishvilig·
General Valerii Zaluzhnyi, former Commander-in-Chief of the Ukrainian Armed Forces and current Ambassador to the UK: Due to scientific and technological progress, it has become impossible, regardless of what others may claim, to carry out operational-level tasks. 1/12
Giorgi Revishvili tweet media
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Cluseau Investments
Cluseau Investments@blondesnmoney·
$GOOGL vs $MSFT I think Google will win the AI race. Massive dataset collection through android, superior software, huge training material available from gmail / search engine experience. Have a hunch they have a custom gpu in the works. One of the few tech names I am long
Cluseau Investments tweet media
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High Seas
High Seas@oldF500cfo·
@ChrisO_wiki Reminds one of Japan military’s view of defending their merchant marine fleet in WW2. It was beneath them. I read somewhere that it was assigned to a lieutenant. US Navy submarines devastated the Japanese merchant fleet as a result.
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ChrisO_wiki
ChrisO_wiki@ChrisO_wiki·
1/ Tuapse is on fire again, and once again Russians are asking why their air defences are so inadequate. Prominent Russian drone developer Alexey Chadayev blames the lack of any clearly defined responsibility for air defence. x.com/maria_avdv/sta…
Maria Avdeeva@maria_avdv

Putin finally notices smoke over Tuapse: “strikes on energy facilities may cause serious environmental consequences.” This is YOUR war, Vladimir. The consequences are yours too.

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High Seas
High Seas@oldF500cfo·
@FiredUpCoug Agree completely. Only kill when directly threatened. Have a yard filled with lizards and a few snakes. Plus occasional coyote and bobcat. Zero cockroaches, fire ants, mice, rats, etc.
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Brigham's Burner
Brigham's Burner@FiredUpCoug·
My girls were thrilled to find a small garter snake in our yard today. They thought it was cute. I explained that garter snakes are harmless, and that they help keep bugs and rodents under control. For a few minutes, this tiny creature turned into a little moment of wonder for them. A couple hours later, a golf cart full of young men drove past our yard on the course we live on. One of them yelled, “Look, a snake!” The driver shouted, “I’ll get it!” and swerved the cart to run it over. Then he backed up and ran it over again. And again. His friends laughed. It all happened too fast for me to stop it. After they drove away, I went over, gathered the broken body of the little snake, and hid it in the rough so my daughters wouldn’t see it. I know it was “just a snake.” But I felt sick. Something that had filled my girls with curiosity and wonder was killed for a moment of amusement. And I can’t stop thinking about how much better the world would be if more people learned to protect small, harmless things instead of finding joy in destroying them.
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High Seas
High Seas@oldF500cfo·
@MichaelAArouet The current UK system is not sustainable economically. Is going to get crushed by the debt it is creating.
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
GDP per capita in the poorest US state, Mississippi, is higher than in the UK, yet based on many other metrics the UK is way ahead. Are we measuring things right? What is the flaw in GDP per capita as a metric of prosperity?
Michael A. Arouet tweet media
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High Seas
High Seas@oldF500cfo·
@ChrisO_wiki The quality of your posts lately are great. Analytical, not political. Thanks!
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ChrisO_wiki
ChrisO_wiki@ChrisO_wiki·
1/ Recent satellite images showing dozens of Iranian fast boats in formation in the Strait of Hormuz illustrate Iran's ability to lay naval mines in the strait. An Iranian export catalogue highlights its many indigenously produced mine types. ⬇️
ChrisO_wiki tweet media
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High Seas
High Seas@oldF500cfo·
@giveashitnature As a Boy Scout we were taught to build brush piles in the woods. Also provides shelters for birds during cold snaps.
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Give A Shit About Nature
Give A Shit About Nature@giveashitnature·
Build a wood pile and it will be home to 50+ species in weeks. A stack of split wood and sticks in a back corner of your yard hosts beetles, ants, centipedes, millipedes, isopods, springtails, spiders, slugs, salamanders, snakes, mice, voles, shrews, sometimes nesting wrens, and the predators that come to eat all of them. The bark loosens as it dries and creates microhabitat for cavity-nesters. The gaps between logs hold leaf litter where invertebrates overwinter. The shaded ground underneath stays moist enough for amphibians in dry summers. Bumblebees nest in old rodent burrows in the loose soil beneath. A brush pile of branches works almost as well. So does a pile of rocks. So does an old stump left in the ground. What doesn't work is a perfectly clean yard. Pro tip: put it 30 feet out near the property edge. If you have an unused corner of the yard, that's the spot. The wildlife will find it within a few weeks. The lowest-effort wildlife intervention you can make in a yard is to leave one messy corner alone.
Give A Shit About Nature tweet mediaGive A Shit About Nature tweet media
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Keşfet

@CryptoGeorgist @Empty_America @007Sausage @dirtcheapbanks @aaron_renn @texasrunnerDFW @CTVNews @BarbellFi