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Qwertyburd
| Favorite team: | Navy  |
| Location: | Tejas |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 23 |
| Registered on: | 2/23/2019 |
| Online Status: | Not Online |
Recent Posts
Message
re: Rate cut time!!!
Posted by Qwertyburd on 9/5/25 at 1:02 pm to LSURussian
Let me give you a little case study on how coiled inflation is in my view. I purchase large amounts of aluminum extrusions for my company. We order extrusions from domestic mills and international mills. The fact is; there are certain types of profiles, that only international sources have the ability to extrude with quality and in some cases, only international extruders have the equipment to actually extrude it at all.
The section 232 tariff Trump expanded to 25% in the beginning of the year, was easily digested by the aluminum markets; it was already at 10%, so it wasn't really much of a expansion at all. The last expansion when he did the ribbon cutting ceremony on a Friday for Nippon steel, and increases section 232 to 50% is massive. The domestic aluminum markets absorbed 22% of that 25% by Monday when the markets opened again because shocker, almost all the aluminum billet used by domestic extruders is also imported, all the primary that goes into those billets, there is no domestic mines, there is no way to avoid it. That means, domestic, international, Mars; doesn't matter where you buy it, price of aluminum skyrocketed.
We have not changed prices yet. We have eaten into paper surplus inventory, then we reduced the amount we would keep on the floor, finally, we had to start buying in July. We basically pulled every lever possible to avoid increasing prices and the levers are no more. The first big shipment since that expansion will hit our dock next week. We will be forced to increase our overall product prices by something like 15% by the end of September. I was listening to CNBC this morning and they were talking about this very fact that companies are starting to run out of pre tariff inventory, and the price increases haven't truly been digested yet.
Add to this, it's been signaled that if the reciprocal tariffs are not upheld by USSC, than they will double down on the industry specific tariffs in order to generate the expected revenue. If they move this again, it will break the aluminum market; even inside the US. I'm talking like, we cant make this widget out of aluminum anymore, what are some alternatives.
Cutting rates into this situation scares me.
The section 232 tariff Trump expanded to 25% in the beginning of the year, was easily digested by the aluminum markets; it was already at 10%, so it wasn't really much of a expansion at all. The last expansion when he did the ribbon cutting ceremony on a Friday for Nippon steel, and increases section 232 to 50% is massive. The domestic aluminum markets absorbed 22% of that 25% by Monday when the markets opened again because shocker, almost all the aluminum billet used by domestic extruders is also imported, all the primary that goes into those billets, there is no domestic mines, there is no way to avoid it. That means, domestic, international, Mars; doesn't matter where you buy it, price of aluminum skyrocketed.
We have not changed prices yet. We have eaten into paper surplus inventory, then we reduced the amount we would keep on the floor, finally, we had to start buying in July. We basically pulled every lever possible to avoid increasing prices and the levers are no more. The first big shipment since that expansion will hit our dock next week. We will be forced to increase our overall product prices by something like 15% by the end of September. I was listening to CNBC this morning and they were talking about this very fact that companies are starting to run out of pre tariff inventory, and the price increases haven't truly been digested yet.
Add to this, it's been signaled that if the reciprocal tariffs are not upheld by USSC, than they will double down on the industry specific tariffs in order to generate the expected revenue. If they move this again, it will break the aluminum market; even inside the US. I'm talking like, we cant make this widget out of aluminum anymore, what are some alternatives.
Cutting rates into this situation scares me.
2
re: Foggy window Repair? -BR
Posted by Qwertyburd on 8/8/25 at 8:11 am to LSUJML
Have a friend that has weathershield windows that are like 2 yrs old, weathershield is not cheap. They did the lifetime seal failure thing...altho that's just the glass, the labor to put it in is way more than the glass itself.
Anyway, neighbor put a rock through a window that was mulled to 6 other windows in one opening. He calls for glass replacement, weathershield just got bought by pella, so he calls pella; pella says they will not be honoring any warranties before the buyout date. They quote him 20k for 6 new windows instead.... :lol: weathershield had over 500 mil in rev for years and years and years. Theres a whole lotta people who think they have warranties that dont.
Be careful out there, window warranties are the slimiest biz that exists. Only really matters how long they've been in business in a sense and if they are tied to the labor that installed.
Anyway, neighbor put a rock through a window that was mulled to 6 other windows in one opening. He calls for glass replacement, weathershield just got bought by pella, so he calls pella; pella says they will not be honoring any warranties before the buyout date. They quote him 20k for 6 new windows instead.... :lol: weathershield had over 500 mil in rev for years and years and years. Theres a whole lotta people who think they have warranties that dont.
Be careful out there, window warranties are the slimiest biz that exists. Only really matters how long they've been in business in a sense and if they are tied to the labor that installed.
re: How and why did replacement windows become so outrageously expensive?
Posted by Qwertyburd on 8/2/25 at 2:01 pm to LSUTANGERINE
Labor warranty, labor warranty; installation labor warranty regardless of proper workmenship.
All that matters. Lifetime on window itself is nothing; everyone will give you that; its irrelevent, windows dont fail, replacement installs do.
Also lifetime warranty from a company that has been in business less than 15 yrs; meaningless. They havent survived a product cycle, they come and go, come and go, change names, come and go. Its easy to survive until those service calls and warranties actually start calling.
Oh you build windows yourself? How long have you been doing that? Less than 20 yrs? Not going in my house, your lifetime warranty isn't worth the paper its printed on.
All that matters. Lifetime on window itself is nothing; everyone will give you that; its irrelevent, windows dont fail, replacement installs do.
Also lifetime warranty from a company that has been in business less than 15 yrs; meaningless. They havent survived a product cycle, they come and go, come and go, change names, come and go. Its easy to survive until those service calls and warranties actually start calling.
Oh you build windows yourself? How long have you been doing that? Less than 20 yrs? Not going in my house, your lifetime warranty isn't worth the paper its printed on.
re: Effect of steel tariffs on raw steel
Posted by Qwertyburd on 2/17/25 at 3:40 pm to WhiskeyThrottle
I don't know much about steel, but Aluminum:
First off, there was already of 10% universal tariff on aluminum, so it was only a 15% increase. The majority of primary aluminum billet is produced outside our borders, majority of that comes from Canada. Most of the cast houses here have been shutdown because energy costs. So the aluminum billet that US extruders use themselves are eating the same tariff.
Aluminum tariffs are highly ineffective because we use a separate market for pricing the metal primary; the Midwest premium is added, MWP. The rest of the world uses the LME (London metal exchange price). After the tariffs were announced, the LME moved a couple of cents, MWP increased by 10+ cents; the MWA future contracts moved up 30 cents, but have settled back down a little to about 20 cents from where we were. So the tariff made US competitive for all of like 24hrs, and now the 15% additional tariff was front run by the market. You get a lot of paper buyers coming in speculating, because it's such a easy situation to exploit.
On top of that, extruders inside the USA are obnoxiously picky about what profiles they want to run and what profiles they will reject. US extruders wont extrude something if it wont be profitable enough, they look at a customers profile book, and try to pick and choose what they want to run and what they don't; then they cry to AA when importers fill that void they created. For example, you pretty much have to go outside the country to get extruders to extrude anything with under a 0.05" wall thickness. This severely limits US competitiveness for a swath of sectors like, patio enclosures, fenestration, architectural products, etc. It doesn't matter what the tariff is, the US aluminum industry shoots themselves in the foot long-term for short term reasons. Also quality is generally magnitudes better imported than domestic.
The tariff basically moved prices about $0.20/lb imported, and within a day, the Midwest market washed that out and then some on spot. The pricing most sellers use is based on a 3mo average, so the pain will come with time. If the month ends today, the 3 month prior average for MWA is going up roughly 0.12 for March which is a massive move in this world; and futures contracts are showing it going up another 12-15 cents in the next 3 months.
So basically, nothing will change in the industry, except everything involving aluminum you buy will start increasing in price over time; specifically in this country.
First off, there was already of 10% universal tariff on aluminum, so it was only a 15% increase. The majority of primary aluminum billet is produced outside our borders, majority of that comes from Canada. Most of the cast houses here have been shutdown because energy costs. So the aluminum billet that US extruders use themselves are eating the same tariff.
Aluminum tariffs are highly ineffective because we use a separate market for pricing the metal primary; the Midwest premium is added, MWP. The rest of the world uses the LME (London metal exchange price). After the tariffs were announced, the LME moved a couple of cents, MWP increased by 10+ cents; the MWA future contracts moved up 30 cents, but have settled back down a little to about 20 cents from where we were. So the tariff made US competitive for all of like 24hrs, and now the 15% additional tariff was front run by the market. You get a lot of paper buyers coming in speculating, because it's such a easy situation to exploit.
On top of that, extruders inside the USA are obnoxiously picky about what profiles they want to run and what profiles they will reject. US extruders wont extrude something if it wont be profitable enough, they look at a customers profile book, and try to pick and choose what they want to run and what they don't; then they cry to AA when importers fill that void they created. For example, you pretty much have to go outside the country to get extruders to extrude anything with under a 0.05" wall thickness. This severely limits US competitiveness for a swath of sectors like, patio enclosures, fenestration, architectural products, etc. It doesn't matter what the tariff is, the US aluminum industry shoots themselves in the foot long-term for short term reasons. Also quality is generally magnitudes better imported than domestic.
The tariff basically moved prices about $0.20/lb imported, and within a day, the Midwest market washed that out and then some on spot. The pricing most sellers use is based on a 3mo average, so the pain will come with time. If the month ends today, the 3 month prior average for MWA is going up roughly 0.12 for March which is a massive move in this world; and futures contracts are showing it going up another 12-15 cents in the next 3 months.
So basically, nothing will change in the industry, except everything involving aluminum you buy will start increasing in price over time; specifically in this country.
re: Window Egress
Posted by Qwertyburd on 10/3/23 at 6:44 pm to PerplenGold
You would not need egress in this situation. Egress windows are required in any sleeping or living area separated by a door from your natural means of egress (exit doors)
re: Replacement windows - what’s the cost now?
Posted by Qwertyburd on 2/5/22 at 1:02 am to BottomlandBrew
That's not entirely true. The vacuum process of inserting argon into an ig unit is almost more valuable than the argon itself in that it removes the air trapped inside the ig at the point of assembly, which has impurities in it, therefore delaying corrosion. Most window companies that make their own igs and warranty them will insert argon into the window regardless of whether or not it is a selected option believe it or not because if this, a non gas filled unit will fail sooner than a gas filled unit. This is especially true of windows manufactured in the south central and Southern region. ( check out energy star version 6 document for definitions of these regions.) You are correct though, the argon itself effects Uvalue or insulation value which is not as important in southern regions as northern. Your window has to have less than .25 shgc to even qualify for energy star in southern region. So anything close to .4 pretty much sucks. You should be in the low to high .20s for the glass itself and the window's shgc should be somewhere between .19 and .22 if you have a window worth a damn for thermal performance for the southern region. Lower than that only comes with significant loss of visible transmittance. Pretty much all non tinted loe ("clear loe") is green by nature as it is deposited layers of silver on the glass. Other colors are result of other additives.
If you replace your windows and you aren't getting the best loe you can get in the southern region you are wasting your money, pretty much the only thing that matters down here is the loe glass performance (lowest shgc possible) and the installer and the installation warranty. To be clear, not the window warranty, that barely matters at all, lifetime window warranties from manufacturers are worthless and exclude improper installation, the window itself will not fail unless you are dealing with a clown company, the installation is what fails. I have worked for multiple major manufacturers in the central region of the south.
If you replace your windows and you aren't getting the best loe you can get in the southern region you are wasting your money, pretty much the only thing that matters down here is the loe glass performance (lowest shgc possible) and the installer and the installation warranty. To be clear, not the window warranty, that barely matters at all, lifetime window warranties from manufacturers are worthless and exclude improper installation, the window itself will not fail unless you are dealing with a clown company, the installation is what fails. I have worked for multiple major manufacturers in the central region of the south.
re: Whole home window replacement & sanity check
Posted by Qwertyburd on 12/11/21 at 3:37 pm to bluedragon
Not to mention you need the Anchorage to be to be perfect to get the rating achieved in lab results for that 220, which no installer does. 2 windows next to each other in same opening? A structural mullion must be installed that is also rated to 220 mph, hardly anyone actually puts structural mullions between windows at all, which means the windows might be rated 220 mph (they aren't ill circle back to this) but if they aren't installed in situations rated the same, they are rated nothing.
Oh and that 220 mph rating, complete sales bullshite, there's no windows mass produced that even are rated close to that. It's a sales tactic. In order to be rated something, the windows must be tested in cyclical pressure loading to 1.5x times that psf. So cheese sales guys all just give you the 1.5x test pressure. They have this 1.5x rule for a reason, because the test will never reflect real life, so they have to have a huge safety factor.
Look at this chart from a major fenestration testing laboratory.
LINK
Doesn't even go high enough to show a 220 structural mph rated product. :lol: salesman will say "oh my window is hurricane rated" which is an undefined deacription. "Impact rated" means something, hurricane rated means nothing. Contractor grade windows, the cheapest of the cheap, these days are dp35 usually which is technically rated for mph that a cat 1 would have, so basically unless your windows don't meet code at all, they ARE all "hurricane rated" using that thought process.
Impact rated windows are pointless unless you are on a coastline. It's cheaper to install normal windows and then add an additional impact rated covering. The window will still crack and need replacing if actual hit by a projectile. If you are hit by 200mph winds, the ratings on your windows will be the least of your concerns.
The main thing that matters down here is shgc, solar heat gain, (which is controlled 99% by the grade of loe used) and the installer and if the warranty covers installation, everything else is window dressing (pun intended). You shouldn't even really care about the warranty on the window itself, windows don't fail, installations fail. If your warranty states something about proper workmanship and its from the manufacturer which is not associated with installer, it is a worthless warranty even if it says lifetime. If you are more north in a heating environment then ufactor starts becoming more important. I work for a manufacturer in Texas and I will say this is the slimiest industry there is, just know who's installing your window. If they don't know what kind of caulk they are using for instance, run. Don't know if they use coated screws? Run. This is the most important part of replacing windows. I could install a dirt cheap window that would outperform a $1000 window subbed out to some sub contractor that skimps on every part of the process and doesn't know wtf they are doing or care because they'll be gone. Trust me, I hear horror stories every day from people that thought they had a lifetime warranty that would cover everything.
Oh and that 220 mph rating, complete sales bullshite, there's no windows mass produced that even are rated close to that. It's a sales tactic. In order to be rated something, the windows must be tested in cyclical pressure loading to 1.5x times that psf. So cheese sales guys all just give you the 1.5x test pressure. They have this 1.5x rule for a reason, because the test will never reflect real life, so they have to have a huge safety factor.
Look at this chart from a major fenestration testing laboratory.
LINK
Doesn't even go high enough to show a 220 structural mph rated product. :lol: salesman will say "oh my window is hurricane rated" which is an undefined deacription. "Impact rated" means something, hurricane rated means nothing. Contractor grade windows, the cheapest of the cheap, these days are dp35 usually which is technically rated for mph that a cat 1 would have, so basically unless your windows don't meet code at all, they ARE all "hurricane rated" using that thought process.
Impact rated windows are pointless unless you are on a coastline. It's cheaper to install normal windows and then add an additional impact rated covering. The window will still crack and need replacing if actual hit by a projectile. If you are hit by 200mph winds, the ratings on your windows will be the least of your concerns.
The main thing that matters down here is shgc, solar heat gain, (which is controlled 99% by the grade of loe used) and the installer and if the warranty covers installation, everything else is window dressing (pun intended). You shouldn't even really care about the warranty on the window itself, windows don't fail, installations fail. If your warranty states something about proper workmanship and its from the manufacturer which is not associated with installer, it is a worthless warranty even if it says lifetime. If you are more north in a heating environment then ufactor starts becoming more important. I work for a manufacturer in Texas and I will say this is the slimiest industry there is, just know who's installing your window. If they don't know what kind of caulk they are using for instance, run. Don't know if they use coated screws? Run. This is the most important part of replacing windows. I could install a dirt cheap window that would outperform a $1000 window subbed out to some sub contractor that skimps on every part of the process and doesn't know wtf they are doing or care because they'll be gone. Trust me, I hear horror stories every day from people that thought they had a lifetime warranty that would cover everything.
re: What do hourly employees do during a natural disaster?
Posted by Qwertyburd on 9/8/21 at 8:24 am to hiltacular
Well, you seemed to be responding to someone who said they weren't paying hourly workers because they didn't return. Maybe I read into it too much if you don't feel that way; apologies. I still feel my statement is warranted though.
re: What do hourly employees do during a natural disaster?
Posted by Qwertyburd on 9/7/21 at 3:57 pm to hiltacular
quote:
it's a natural disaster man, they don't have power. You cannot fault them for leaving until things get better.
I'm amazed at all the people who think they should get paid for time off due to a hurricane and not lose any paid time off. There's been many hurricanes and tropical storms over the years that resulted in closures, yet I've never heard of such a thing. Covid helicopter money got everyone crazy now. The company was not making money either in most cases. Most companies don't have the ability to just print money like the government can.
re: UFC 263: adesanya vs vittori 2, figueriedo vs Moreno 2, Diaz vs edwards
Posted by Qwertyburd on 6/12/21 at 9:31 pm to StraightCashHomey21
(No Message)
re: Mass shooting in downtown Austin
Posted by Qwertyburd on 6/12/21 at 10:41 am to jbgleason
quote:
described the lone suspect as a Black male with a black shirt, skinny build and "dreadlock-type" hair
Liar, cant be a mass shooting. Only whites can do that.
re: Superdome - Renovations, Renderings, Updates, (Please Add Info.)
Posted by Qwertyburd on 6/8/21 at 4:12 pm to OU812
You think she's paying for renovations to a building she doesn't own?
I bet you think Amazon pays 0 taxes as well.
I bet you think Amazon pays 0 taxes as well.
re: Stocks on your watch list
Posted by Qwertyburd on 6/8/21 at 4:10 pm to xxTIMMYxx
The company that is getting delinquency notices from nasdaq? The ancient tiger pick because the same guy owned wkday?
Can't believe that isn't working out.
This bizarro world we live in.
Can't believe that isn't working out.
This bizarro world we live in.
re: Window replacement recs needed
Posted by Qwertyburd on 6/5/21 at 11:12 am to LSU Wayne
Some tips
The only thing that really matters down here in the south is the level of loe in the glass. That controls 90% of the performance you will actually notice in our cooling climate. You want to see the lowest solar heat gain possible.That and wood or capped wood, not being ideal due to humidity.
After that, the only other thing that really matters is the installation warranty, windows themselves rarely ever fail for a warranty related reason, unless we are talking $85 plygem contractor specials or something. So anyone can show you a manufacturers lifetime warranty, manufacturers don't give a shite, the products are tested to astm standards, 99.999% of all window issues are installation or structure related; in the first 2 paragraphs, there will be a exclusion for workmanship or installation related issues.
So the warranty with the installer is what matters, not the company that you bought the windows from, or the company that made the windows, the company that is installing the windows. And if that installer is a sub, good luck with that.
The only thing that really matters down here in the south is the level of loe in the glass. That controls 90% of the performance you will actually notice in our cooling climate. You want to see the lowest solar heat gain possible.That and wood or capped wood, not being ideal due to humidity.
After that, the only other thing that really matters is the installation warranty, windows themselves rarely ever fail for a warranty related reason, unless we are talking $85 plygem contractor specials or something. So anyone can show you a manufacturers lifetime warranty, manufacturers don't give a shite, the products are tested to astm standards, 99.999% of all window issues are installation or structure related; in the first 2 paragraphs, there will be a exclusion for workmanship or installation related issues.
So the warranty with the installer is what matters, not the company that you bought the windows from, or the company that made the windows, the company that is installing the windows. And if that installer is a sub, good luck with that.
re: Best Italian Resturants In NOLA And Baton Rouge For Dinner
Posted by Qwertyburd on 6/4/21 at 10:51 pm to TulaneLSU
(No Message)
re: Window replacement recs needed
Posted by Qwertyburd on 6/4/21 at 10:30 pm to WhiskeyThrottle
quote:
He did mention that they had a customer who’s windows were on the ship that got stuck in the Suez Canal.
Less than 0% chance this is true
re: NFL Monday Night Football - Steelers vs. Giants/Titans vs. Broncos
Posted by Qwertyburd on 9/15/20 at 12:30 am to YF12
?The announcing started off well, got close to train wreck status by end of 4th in some instances.
re: Remember when we used to talk about football on this board?
Posted by Qwertyburd on 9/13/20 at 11:05 am to Bert Macklin FBI
Dude, the players themselves say all they want is to "keep the discussion going". Why are you trying to stop the discussion your racist piece of shite OP?
re: Intolerance on the part of Dems
Posted by Qwertyburd on 8/28/20 at 9:25 pm to BeatBamaBad
Democrats are conditioning themselves to believe people who think differently don't just disagree with them, but they are evil. Scary but effective I guess.
re: Rittenhouse attorneys announced.
Posted by Qwertyburd on 8/28/20 at 9:20 pm to 50407Tiger
quote:
If I see someone with an AR, my first thought wouldn’t be if that is a good kid, it would be whoa look at that dangerous person with a rifle that can kill multiple people. O wait, he did.
You are absolutely right here in a vacuum, I'd be completely caught off guard by a guy walking around with an AR around a crowd of people. Problem is, when people are burning shite down and looting as a form of protest, people from the other extreme of the spectrum have and continue showing up with rifles, as is their legal right like it or not. So in this situation, no, I wouldn't be afraid at all of the people with rifles; I would just expect it as it's par for the course now.
Both sides are stupid in my book, get a job and get the fk out of the streets and contribute to society. No one is really accomplishing anything here, everyone is losing. The actions of few are super amplified to the millions in this day in age, and humans suck; get used to it.
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