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Bozo_Casanova

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Everything posted by Bozo_Casanova

  1. Thanks, figuring out some things. If there’s a buyers market late this summer I might be in a position to do something.
  2. Maybe- also do y’all do anything out of state, specifically in New Mexico?
  3. This is a weird setup. All I want is sub fives by August am I asking too much?
  4. Dude yes. It’s similar to compliance- weak leadership will default to “we can’t do _____.” Strong leadership solves for how to do things in a compliant and secure way. In either case, good risk management isn’t inhibiting, but liberating.
  5. The leads are weak.
  6. Wrong side, mate. But really it just depends. If I’m selling premium I’m selling premium where there is a market for it.
  7. If only this was an AISD problem and not a social, political, cultural and economic failure*. But, heads gotta roll and roll they will. It’s easier than fixing things. Anyway, “closing failing schools” or a state takeover or whatever costume change they come up with won’t solve anything. You could put Eanes in charge and it wouldn’t get one iota better. We’d still be just rearranging deck chairs while we listen to the strings play “Nearer my God to Thee.” * I’d like to point out preemptively that I didn’t mention funding, because even though the way we pay for education in Texas is a huge part of the problem in Austin, the amount we pay is more than enough.
  8. Fair enough. I’m not doing either (and this is not advice), but I suppose I’d probably be selling premium if I was going to play. These days I am often reminded of Amarillo Slim Preston, who wrote ”there are people who love action and others who love money. The first group is called suckers, and the second is called professional gamblers”
  9. Well look, I’ve got friends in the real estate business and about 2/3 of them contributed voted for this despite my best efforts to get them to at least listen to what their own preferred candidates were saying they intended to do. That seems right in line with survey data I’ve seen. Obviously y’all aren’t suffering the consequences alone and I am not in any way celebrating this FAFO moment, but I am genuinely confused by how shocked they all seem. No offense to anyone annd I hope none taken. Entrepreneurship is hard enough in the best of times and I am sincerely sympathetic. I just don’t see how they missed this coming.
  10. I don’t think retail investors are in a position to turn this market. Furthermore, and I can‘t emphasize this strongly enough, there is no combination of bilateral “trade deals” can get these BBs back in the box. I‘m not predicting doom or making any directional predictions, but I am saying this is terra incognita.
  11. @Kyrie Eleison Maybe DOGE is onto something
  12. 1) Buy classified ads in the newspaper for my business 2) ??? 3) Profit!
  13. You’re fine. This moment in the markets is a product of politics. You’re not saying anything that bond traders and analysts on Bloomberg aren’t. So, trolling, basically? You’re trying to have this both ways, as discussed on another thread. Correct me if I’m wrong, but you seem to essentially have taken these two positions concurrently: 1) The current tariff regime is mainly just a continuation of the previous one, and that the reaction is a function of political bias/crisis actors/bothsides™️ AND 2) The current tariff regime is a disruptive negotiating position, but will be resolved by late summer, one way or another. First, I think these two things are in conflict. But since the first position is both patently absurd and strictly political, we’ll agree to keep that one in the CR. W/R/T the second position, you *seem* to have said you are basically long and intend to ride it out, and in the meantime you are trading vol swings for cash flow since there’s money to be made if you can stay on the right side of the boom. Do I have that right?
  14. This is an excellent post. There was a talk I used to give at conferences about information security in banking, and the gist of it was that convenience and security are inherently in tension - the most convenient systems are the least secure and vice versa. Outside of a crisis, the wrong way to resolve the tension is to prioritize one thing over the other, and the right way is to manage access around workflow and use cases on an ongoing basis.
  15. Oh I hope not because You see, Ag, they can. And they do! And they should do more of it, but struggle to, due to archaic rules and systems incompatibilities, which is what DOGE should be working on. But that’s not what we’re talking about here. So the reason I think you’re trolling is because it’s so very, very clear that we are not talking about serious programmatic efforts to streamline, consolidate, rationalize and improve the efficiency of databases and data collection across the Federal bureaucracy. I gave you credit for generally arguing in good faith the other day, and I meant it. I’d rather not be disappointed.
  16. I obviously don’t know anything, but I suspect he went into this conference with an audience of one person in mind, trying to convince him that that he (Nico) 1) Is a team player taking the bullets for the sins of the whole organization, which 2) was just really unlucky this year and 3) deserves to be judged based on a season with a healthy roster, and 4) a healthy roster will be a serious contender to reach the “Championship Games©️”.
  17. Watching now. He seems humbled and unsure about his future. I’m not predicting he gets fired, but everything about his demeanor in that presser tells me he doesn’t think his job is safe.
  18. No, but he deserves to get fired and they can't righting the ship until he's gone.
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