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babysdaddy

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Everything posted by babysdaddy

  1. lower credit rating= higher expected long term rates= higher discount for cashflows in the future= negative impact to equities. Last time we had this we lost 25% in the Nasdaq and 17% in the S&P 500 in a week. But this rating downgrade is a fucking joke.
  2. Demand touching all time highs and largest inventory draw on record (17mm) and WTI down 2.5%.
  3. Bump. Moving and cutting the cord. Directv stream or yttv? Looks like no LHN with YTTV but, as someone mentioned, that goes away after this year. Fan of NFL access, specifically for the Saints, so that seems like YTTV is the way to go. Any other recs?
  4. Back on topic, pre election year and election years are always good for markets. And 100% of the time the market is up during first 6 months of year, rally continues for 2nd half. On the other hand, rates/earnings/math. Wtf
  5. Yeah, that is when everyone found out that, technically, 2 quarters of negative real gdp in row is not how we define a recession even though we'd been using that shorthand for the past umpteen years. It was odd that the everyone became pedantic about the definition right before midterms. Anywho, no recession yet and not one in sight. Earliest call would be sometime during q1 of 2024 and in an election year all incumbents running from house/senate/president will pull out the stops to avoid having one.
  6. I love California and hope to move back there in the future. But when I lived there it was impossible to figure out where/how to raise kids. So for everyone saying Texas is only good if you're rich....I'd say the same about Cali.
  7. In my opinion, being good for business begets opportunity for our citizens which translates into improved quality of life......which brings more people here which brings more business. You know, exactly what has happened.
  8. I hope the you/the Post is right but lots of angst around what the consumer is going to look like later this year, early next. Maybe the most telegraphed recession in history will finally show up but not yet
  9. Well the overall survey is for top states for business and the AAS decided to focus on that metric which is subjective as fuck and political to make the home state look bad. Shocker.
  10. Texas is overall ranked 6th. For all the doom and gloom posted, we are number 1 corporate relocations. We have the most fortune 500 companies which gives ample opportunity for folks. We are the #1 wind energy producing state. We are the ninth-largest economy in the world according to Gross Domestic Product (GDP). That survey is ridiculous. Cost of living in their metrics carries a 2% weight, or 50 points. CNBC decided to weight Life Health and Inclusion at.....14% or 350 points. Guess they had an outcome they were looking for and it wasn't trying to figure out the best state for business. Because that is a no brainer.
  11. They're going to be more pissed when Michigan Texas is the game they pick in 2024.
  12. Zero. The answer is zero people.
  13. 100% agree regarding your legacy admissions screed. But that wasn't before the Court. And it was the Asian kids getting fucked in this deal.
  14. Got a 5/1 jumbo at 6% (sorry guys around here, got a couple of clients at a certain bank and needed to use them). Assume I'll be able to refi that prior to the 5 year term being up (or pay it off) at a rate significantly below 6%.
  15. I think Trump isn't going to be able to run/isn't going to get the nomination. Either by the current indictment or the one coming from Georgia. So I'm expecting to get Younkin or Kemp to jump in from the R side and one of those two, Desantis, or Tim Scott will be the R nominee. And I think Newsome is basically starting to run without announcing in case something happens to Biden, either physically or if there is something to the alleged recordings of him and Hunter taking bribes. A good Dem candidate that Sydney didn't mention would be Polis from Colorado.
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