New Tarrifs

[YoDoug]

My Wife recently got a Rivian RS1.  No cool motor sounds but its really quick.


"The Rivian R1S, an all-electric SUV, can accelerate from 0 to 60 mph in as little as 2.5 seconds with the Quad-Motor configuration, according to Rivian Stories. This impressive speed is achieved with the updated quad-motor setup that produces 1,025 horsepower and 1,198 lb-ft of torque using Launch Mode."

I got to drive a Tesla Model 3 performance. It was really fast but I didn't like it. The Tesla felt like a video game, no gears, just push the button and go. I prefer the feel of a manual trans car and having to pick your shift points, work the clutch, control the launch, etc. You feel more connected to the car.

[YoDoug]

One time in my Mazda I pulled up next to a 4.6L mustang at the gas pump. the guy immediately started talking shit about Muscle cars and such. I tried to explain to him the concept of volumetric efficiency and the fact that the Mazda is pushing 240% VE at full boost and that each of four cylinders has more fuel/air creating power than each of the 8 in his mustang. Then when it was clear he had little knowledge of how internal combustion engines actually he worked said something stupid like "there is no replacement for displacement", got in his car, revved it up obnoxiously and then drove off.

[Surface]

I got to drive a Tesla Model 3 performance. It was really fast but I didn't like it. The Tesla felt like a video game, no gears, just push the button and go. I prefer the feel of a manual trans car and having to pick your shift points, work the clutch, control the launch, etc. You feel more connected to the car.

I read that Dodge was developing an all-electric vehicle with modifications to simulate driving a standard-transmission. In addition to performing like a traditional car as one depressed the clutch and changed gears, a series of air-baffles would re-create the sounds one would expect.

https://www.thedrive.com/news/dodge-is-softening-the-ev-muscle-car-blow-by-giving-us-some-kind-of-gear-shift

[CNCAppsJames]

I read that Dodge was developing an all-electric vehicle with modifications to simulate driving a standard-transmission. In addition to performing like a traditional car as one depressed the clutch and changed gears, a series of air-baffles would re-create the sounds one would expect.

https://www.thedrive.com/news/dodge-is-softening-the-ev-muscle-car-blow-by-giving-us-some-kind-of-gear-shift

Ya know... this is like the "meat" substitute people. They are trying sofa king hard to be what they are not, and what they will never be. Really... it's pathetic, and they need to stop.

[Incogneeto]

One time in my Mazda I pulled up next to a 4.6L mustang at the gas pump. the guy immediately started talking shit about Muscle cars and such. I tried to explain to him the concept of volumetric efficiency and the fact that the Mazda is pushing 240% VE at full boost and that each of four cylinders has more fuel/air creating power than each of the 8 in his mustang. Then when it was clear he had little knowledge of how internal combustion engines actually he worked said something stupid like "there is no replacement for displacement", got in his car, revved it up obnoxiously and then drove off.

You should have just said "I'm Vegan" He would have been faster.  

[neurosis]

This ought to get YoDoug worked up.    


Vegetables Rose 38% in July
Wholesale prices for fresh and dry vegetables in the United States surged by 38.9% in July 2025, marking the largest month-on-month increase since March 2022 and the highest ever recorded for a summer month since records began in 1947.
 This sharp rise, driven largely by import tariffs and supply chain pressures, is a significant factor in the overall 1.4% increase in the Producer Price Index (PPI) for final demand goods, which rose at its fastest pace in three years.

https://www.consumeraffairs.com/news/tariffs-show-up-in-julys-producer-price-index-081425.html

[mkd]

Producer Price Index came in a little hot today. This is bad news for the interesst rate cut expectation rally the market has been on.
Adding tax to imports ain't going to lower prices and domestic protected markets can then raise prices. 

[Del.]

Producer Price Index came in a little hot today. This is bad news for the interesst rate cut expectation rally the market has been on.
Adding tax to imports ain't going to lower prices and domestic protected markets can then raise prices. 

I've not seen how raising interest rates has slowed inflation.  In my opinion it's gotten worse for most things.

[neurosis]

expectation rally the market has been on.

I saw a report today that said... well, let me paste because I'll get it wrong.

"A record 91% of fund managers surveyed by Bank of America in August 2025 believe U.S. stocks are overvalued, the highest proportion since data collection began in 2001, despite a recent rally and improved market sentiment.
 This widespread perception of overvaluation coexists with a shift in investor behavior, as fund managers increased their allocation to global equities and reduced their underweight position in U.S. stocks, suggesting a view that the risk of not owning them may outweigh the risk of owning overvalued assets."

[mkd]

I saw a report today that said... well, let me paste because I'll get it wrong.

"A record 91% of fund managers surveyed by Bank of America in August 2025 believe U.S. stocks are overvalued, the highest proportion since data collection began in 2001, despite a recent rally and improved market sentiment.
 This widespread perception of overvaluation coexists with a shift in investor behavior, as fund managers increased their allocation to global equities and reduced their underweight position in U.S. stocks, suggesting a view that the risk of not owning them may outweigh the risk of owning overvalued assets."

buffet ratio
shiller CAPE ratio
etc etc.. all say overvalued..
but compared to what?
answer: Historical averages, so there is no absolute answer.

 This over valuation has been going on since... 2016 maybe?? look at how much a portfolio would have gone up in that time. Nobody knows what happens next. Do profits and business catch up to stock prices over time as the Biden Wuhan helicopter money filter through thee economy or is there a big crash.... or what many believe; flat returns for the next 10 years.

[CNCAppsJames]

I've believe stocks were overvalued since probably 2007-ish.

But the heroin addicts keep shooting up so now we have a REAL problem.

If there were ever to be a REAL market correction... people would FIND a way to jump out of those sealed Wall Street Windows.

[mkd]

I've not seen how raising interest rates has slowed inflation.  In my opinion it's gotten worse for most things.

Then you would be very correct. Your eyes don't decieve yoou.
inflation is aaaaaallllwwwwaaaaaays a Monetary Policy issue.
99% monetary policy

[neurosis]

This over valuation has been going on since... 2016 maybe??

I paid attention to the "record number of fund managers". 

I don't know shit about investing so I'll have to let you answer this one.

The last time we saw some of this b/s going on was during the dot-com bubble.  Do you think we're approaching a bubble?

[neurosis]

If there were ever to be a REAL market correction

I'm hoping for a correction. I'd start pouring as much as I could in to my retirement. 

What's going on right now can't be sustainable?

[mkd]

I've believe stocks were overvalued since probably 2007-ish.

But the heroin addicts keep shooting up so now we have a REAL problem.

If there were ever to be a REAL market correction... people would FIND a way to jump out of those sealed Wall Street Windows.

Yeahh, it think you might be closer to correct there.
deficit spending will keep going until it blows up
gov't will helicopter money to the stock market at anything more than a 20% decline... so I perssonally see no reason to be out of the market. But into what securities...is annother matter.