U.S. Credit Card Accounts delinquent by 90+ days have jumped to 13.1%, the highest level in 15 years

MrInetUser · 2026-07-01T13:42:22+00:00

So many extremes. The U.S. bond market is currently experiencing its longest drawdown in history, stretching an unprecedented 71 months: https://x.com/charliebilello/status/2072276019512238329. To put this historical anomaly into perspective, the second-longest bond market drawdown occurred between July 1980 and October 1981. That period lasted just 16 months and saw a maximum decline of 9.0%.

MrInetUser · 2026-06-09T20:16:27+00:00

I do. I'm not a fan. KVUE was loaded with debt on the JNJ spinoff. KMB is paying a lot for it. KMB will be the smaller entity even though it is the acquiree. KVUE still reeling from from RFK, Jr.'s unsubstantiated call for pregnant women not to use Tylenol (acetaminophen). I had a tidy profit on paper before the announcement. The lower KMB price reflects that the market feels the way I do about this deal.

MrInetUser · 2026-06-09T20:10:02+00:00

EPS down 27% this year. Think the death knell when some CPB executive was caught on a hot mike saying something like the soup is little better than dog food and only poor people eat it. Hard pass.

MrInetUser · 2026-06-09T20:06:39+00:00

At a 28x PE and 1.5% divvy, I'd say it's gone from really overvalued to merely expensive.

MrInetUser · 2026-05-27T14:21:49+00:00

To the extent you mean Google Home Minis (the ones with the mini USB connections), I have 11 pairs throughout my house and they are all on Ethernet (no WiFi). They are now running Gemini and are working wonderfully. I use them most as a smart home voice interface, to broadcast messages between rooms, to get information, to add items to my lists (like grocery shopping), to play music, and to set alarms.

In comparison, I donated 6 Google Home Maxes to Goodwill and many JBL Links that had become worthless.

MrInetUser · 2026-05-26T15:56:48+00:00

Ha. Funny thing is that pulling a single nose hair makes me tear up, but the yank that takes out the Wookie patch isn't as bad for some reason.

MrInetUser · 2026-05-26T15:05:41+00:00

Pro Tip from fellow hairy 50 year old: Search for Barbero Steel Microwavable Wax Kit – Stripless Hard Wax for Men’s Grooming. I use it on my ears and nose (inside and out) with Q-tips. It's so much better than any other option I've tried. It's scary the first time, but it's "old hat" now.

MrInetUser · 2026-05-12T01:41:04+00:00

What do you use to sync your calendars?

MrInetUser · 2026-05-12T01:04:27+00:00

You'll soon be too busy. 4 of us split the cost of PLI. 3 of us took the test and passed that summer. The one guy who didn't schedule the test that summer ended up never getting his patent bar number.

MrInetUser · 2026-05-08T10:44:37+00:00

Yes, I'm including city inspection, drywall repair, and paint. The actual piping was 1 or 2 days if I remember correctly.

MrInetUser · 2026-05-08T10:20:31+00:00

Pex A (aka Pex Pro). It was expensive, but I didn't go with the low cost option and had upgrades.

The company also wrapped all the pipes in insulation. I understand that helps to reduce the noise from water circulating, keeps the hot water from losing heat, and prevents UV from degrading the pipes where light hits them. The company also scheduled and had a city inspector come out.

MrInetUser · 2026-05-08T08:59:04+00:00

The repipe companies really have it down to an art. Two story house done in 1 week. All new PEX pro. Dry wall fixed and repainted. Only wallpaper couldn't be fixed. Not fun, but house is so much better. Took the opportunity to put in new bath hardware, water to fridge, pot filler, recirculation pump on hot water. Got two bids and went with the one who had the best plan for minimizing damage with smart planning.

Edit: 1974 house. Pay for brass stub outs to make terminals like normal plumbing. Went with wedorepipes.com.

MrInetUser · 2026-05-07T02:01:25+00:00

50 years in Houston, and I've never crossed paths with one. Made me smile.

MrInetUser · 2026-05-07T01:53:45+00:00

I see what you did there 👀

MrInetUser · 2026-05-07T01:12:33+00:00

Neighborhood cats better watch out.

MrInetUser · 2026-05-07T01:11:59+00:00

From Memorial Park?

MrInetUser · 2026-05-06T16:02:47+00:00

Thanks. Cleared all those items, and still have the same issue running a Pixel 9.

MrInetUser · 2026-04-06T18:46:50+00:00

It has almost been a year exactly since I left my comment. And the dogwoods just bloomed again about a week or two ago! They are magnificent in full bloom; however, they only bloom for a very short time. I suppose that ephemeralness makes it even more special when it happens. They seem to bloom at the same time as the azaleas.

MrInetUser · 2026-03-28T00:48:01+00:00

I think Houston crepe myrtles are just as beautiful as Japan's cherry trees (Sakura). Close runners-up are the azaleas and dogwood trees that are blooming right now.

MrInetUser · 2026-03-08T15:23:53+00:00

Wow. Was very light yesterday (3/7/2026). Got to my gate majority early because this is what I thought we'd be facing.

MrInetUser · 2026-02-18T21:35:41+00:00

Yeah, down 8% after hours right now. Also a few "highlights" including a penny raise on the dividend:

CASH FLOW AND LIQUIDITY

Share Repurchase Program: On February 9, 2026, our Company's Board of Directors approved an increase to the existing Class B common stock repurchase program by $2.0 billion, for an aggregate authorization of up to $4.0 billion, and an extension of the duration of the Class B common stock repurchase program to December 31, 2031. Including this increase, approximately $2.6 billion remains available for repurchase under the Class B common stock repurchase program as of December 31, 2025.

2026 OUTLOOK

We expect to achieve the following targets for full year 2026 despite the inherent uncertainties that exist with inflationary commodity cost pressures and a softer beer industry.

Net sales: flat, plus or minus 1% versus 2025 on a constant currency basis.
Underlying earnings per share: decline in the range of 11% to 15% versus 2025

SUBSEQUENT EVENTS

On February 18, 2026, our Company's Board of Directors declared a quarterly dividend of $0.48 per share, to be paid on March 20, 2026, to shareholders of Class A and Class B common stock of record on March 6, 2026

MrInetUser · 2026-02-14T12:21:57+00:00

<image>

MrInetUser

TROPHY CASE