• Pat Flood (@rebarcock) passed away 9/21/25. Pat played a huge role in encouraging the devolopmemt of this site and donated the very first dollar to get it started. Check the thread at the top of the board for the obituary and please feel free to pay your respects there. I am going to get all the content from that thread over to his family so they can see how many people really cared for Pat outside of what they ever knew. Pat loved to tell stories and always wanted everyone else to tell stories. I think a great way we can honor Pat is to tell a story in his thread (also pinned at the top of the board).

Master Thread Dance Your Cares Away/Fraggle/Law Abiding Citizens

Master Threads
Live weight. Over double what I paid last time
Over double is pretty crazy, but what does that come out to? I'm seeing that a typical live weight to fully processed product is around 43%. If that's accurate, you'd be looking at an 1800# live weight, with a yield of about 750#.

So $7200/750 = $9.60/Lb.

I guess it depends on the quality of beef that you're getting. I typically order around 100# of beef at a time, but it definitely gets expensive these days.
 


The Domino Effect Begins: Jamie Dimon’s Cockroach Warning Coming To Fruition

Jamie Dimon’s recent warning that when you see one cockroach, there are probably more is now playing out almost line for line. First came Tricolor Holdings, a subprime auto lender that collapsed under the weight of bad loans and alleged fraud. Then First Brands, a heavily indebted auto parts manufacturer, filed for Chapter 11. Now, PrimaLend Capital Partners, another subprime lender has fallen after defaulting on its bond payments, pushed into bankruptcy by unpaid creditors.

These aren’t isolated blowups; they’re the first visible cracks in a broader credit contraction that’s been quietly building beneath the surface. What links them all is the same structure of fragility: loans to high risk borrowers, funded through short term credit and securitized into complex bonds that depend on constant refinancing. When the Fed held rates near zero, that model worked but after two years of policy tightening and an average fed funds rate above 4.4%, the entire subprime ecosystem is choking on its own leverage.

The subprime auto sector is the perfect early warning signal because it sits at the intersection of consumer stress and financial engineering. Borrowers with weaker credit are defaulting at rising rates, repossessions are spiking, and lenders like PrimaLend that rely on bond markets for funding are discovering those markets have no appetite for risk. This is about a chain reaction through the private credit and asset backed markets that financed them.

Dimon’s cockroaches aren’t just in subprime auto, they’re spread across the shadow banking system. Many private credit funds, BDCs, and securitized lenders hold similar exposure, marked to model rather than market. The first failures are surfacing where consumers feel the pinch first, but as liquidity tightens further, the stress will migrate up the credit spectrum, from auto loans to small business credit, to leveraged corporates, and eventually to the banks that lent to them.

These bankruptcies are the financial equivalent of the first tremors before an earthquake. What looks contained in subprime auto today is really the credit cycle shifting into its next phase, one where overextended lenders, not just borrowers, start defaulting. The cockroaches are moving fast, and the lights have only just come on.
 


🇷🇺🇬🇧 SANCTIONS ON RUSSIAN OIL EXPLAINED!

But what do US-EU-UK sanctions on Russian oil actually do?

I’ll explain:

1) Sanctioned products cannot be transported by ships anymore with western insurance and by western shipping companies.

2) Eastern shipping companies take over, like the fleet of Chinese ships that now transport Russian oil.

3) These ships now use another insurance, from China or from Russia. (Which was not existent before, or were not widely used)

4) Now the same amount of oil is transported, but without being insured in England and by BRICS ships. That is what they called “shadow fleet”.

-> England lost its shipping insurance monopoly, which is very bad for the UK.

Starmer celebrates essentially the handover of a British traditional market to BRICS.





Think about what trump is doing, he cannot say hey allies don’t start the war or I will place tariffs on you. Like Sun Tzu says‘

Sun Tzu’s The Art of War repeatedly stresses that the wise leader—whether a general or sovereign—prioritizes peace and strategic restraint over rash conflict, even when external pressures (from rulers, allies, or circumstances) demand action. He views unnecessary war as a failure of leadership, one that exhausts resources and endangers the state.

Sun Tzu teaches that true mastery lies in resolving threats without violence, demoralizing or outmaneuvering the enemy to force submission. This is the ultimate way to “have peace” amid warlike pressures:

“Hence to fight and conquer in all your battles is not supreme excellence; supreme excellence consists in breaking the enemy’s resistance without fighting.”

Sun Tzu explicitly empowers the leader to defy orders for ill-advised aggression, recognizing that blind obedience to a war-hungry sovereign or council can lead to ruin. The general must judge based on advantage, not authority:

“There are roads which must not be followed, armies which must not be attacked, towns which must not be besieged, positions which must not be contested, commands of the sovereign which must not be obeyed.”

Sun Tzu casts the leader as the “arbiter of the people’s fate,” responsible for shielding the nation from the “evils of war” that others might provoke out of anger, pride, or impatience:

“Thus it may be known that the leader of armies is the arbiter of the people’s fate, the man on whom it depends whether the nation shall be in peace or in peril.”

 
Yeah butchers are no joke. Same over here.
We found a guy who will come out and kill the cow, cut in quarters then haul it off to butcher it. He's half of other people around here. I'm assuming because he's just doing a few out of converted freezer trailer and he doesn't have to fool with getting rid of the remains.
 

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