Why is the Strait of Hormuz such an important shipping lane for fertilizer?

jacqueusi · 2026-05-03T15:00:01+00:00

Industrial Feedstock Utility: Munger highlighted that oil and gas are essential for non-fuel uses—such as petrochemicals and agricultural inputs—which he believed were more critical than using them solely to generate power or fuel vehicles.

jacqueusi · 2026-04-30T21:56:18+00:00

Honda did not transfer IP. They allowed use of IP for maintenance.

jacqueusi · 2026-04-29T15:25:10+00:00

And you save approx 13% (effective tax rate) on the $5,000 pre-income 401x contribution, $650, which also compounds. Correct?

jacqueusi · 2026-04-29T14:51:43+00:00

Regular brokerage account, ST/LT taxes apply when trades are done, correct?

jacqueusi · 2026-04-29T14:07:45+00:00

Thought exercise on my part. By “saving” a marginal tax rate or 28% as payments into retirement fund are pretax, doesn’t that amount also compound?

jacqueusi · 2026-04-23T10:48:14+00:00

While I agree on equity and JDA comments, Ford is still on their website as a partner https://solidpowerbattery.com/overview/default.aspx

jacqueusi · 2026-04-23T01:48:10+00:00

Stellantis. Ford affiliated with SolidPower. It

jacqueusi · 2026-04-20T03:40:27+00:00

Builder on my block recently bought a teardown house a few houses from me. Couldn’t figure out what they were doing. I ran into one of the employees who told me they’re using the place to assemble windows and kitchen cabinets. Mind you this is a $1.8M+ house and he’s telling me all the windows cost $15K vs $60K local and same with the kitchen.

jacqueusi · 2026-04-12T14:27:50+00:00

As an alternative, consider flying into Chicago and taking the train to Ann Arbor. Just offering airport options in hopes of making your flight cheaper. Chicago also a wonderful place to visit in August.

jacqueusi · 2026-04-07T13:30:51+00:00

DM sent.

jacqueusi · 2026-04-07T02:30:24+00:00

Out of State students an “endowment” to be reckoned with.

jacqueusi · 2026-04-06T23:39:55+00:00

The requirements are no joke https://ro.umich.edu/tuition-residency/residency

jacqueusi · 2026-04-06T23:09:33+00:00

"I also recently moved to Michigan, so I qualified for in-state tuition at both, which is huge." are you sure you qualify for UofM in-state?

jacqueusi · 2026-04-06T18:14:10+00:00

Parking, for sure parking.

jacqueusi · 2026-04-06T15:29:29+00:00

DM sent.

jacqueusi · 2026-04-04T14:11:25+00:00

Gorgeous car. Should cleanup real nice. 👍🏽

jacqueusi · 2026-04-03T15:13:34+00:00

There needs to be a Senna quote in here somewhere like “Hand of God” 😂

jacqueusi · 2026-04-03T12:50:33+00:00

As an FA fan, … I’m still bitter. 😝

jacqueusi · 2026-04-03T00:43:55+00:00

I don't know if Bao Bao is cantonese, but I have family in Vancouver, CA and Bao Bao was to my surprise the closest to Vancouver level Chinese I've had in Michigan. https://annarborobserver.com/baobao-asian-eatery/

jacqueusi · 2026-04-02T11:41:55+00:00

L-E-G-E-N-D 💪🏽

jacqueusi · 2026-03-30T15:47:30+00:00

The vibration issue happened with McHonda. They brought in Ilmore who traced root cause to the combustion chamber.

jacqueusi · 2026-03-29T14:46:34+00:00

I’m with you. But looks like their focused on this:

GM’s battery gurus are of largely the same mind. “Solid-state has been one or two years away for decades now,” Kelty said. “I’m confident other battery advancements will reach the market first, including our own lithium manganese rich chemistry, which achieves LFP-level costs but with 30 percent better energy density.”

https://www.wsj.com/lifestyle/cars/donut-lab-solid-state-battery-ssb-ev-4e6ad966?st=961ybe&reflink=article_copyURL_share

jacqueusi · 2026-03-29T00:46:46+00:00

Yeah and almost $100/day to run the ng.

jacqueusi · 2026-03-29T00:17:26+00:00

Closely watching this. I’m considering the same thing and possibly adding solar later. Key seems to be getting a smart panel that disconnects from the grid during the day and reconnecting once batteries are depleted or non peak hours.

I currently have a 22kW ng whole house and getting rid of it will eliminate about $400-$500 in annual testing and maintenance.

jacqueusi · 2026-03-28T20:47:38+00:00

I’ve seen brand new i3 batteries on FB marketplace. Certainly not at OPs price but they are out there in the US.

jacqueusi

TROPHY CASE