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Horn21

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Everything posted by Horn21

  1. So I turned 40 yesterday and my wife threw one hell of a surprise party. Pics to come, but to say that the leftover bourbon/rye is incredible would be a gross understatement. Multiple bottles of some WOW selections.
  2. I'm not saying it's the entire reason, but paying $200 for a Texas bourbon has some "look at me" element to it. Which is fine, but it reaches a point of being a little aggy-jimbo fisher-y. We get it. You paid out the ass for a good bottle of bourbon. How many times do we have to hear about it?
  3. One of you snagged a 107 OWA this morning and I saw it happen. I think you probably got the KO as well ($170ish?). Nice work. I didn't snag anything major, but reupped on some 1920, 4RSB, Templeton Rye, KC SB Rye Store Pick, and Russell's SB for dirt cheap. Almost grabbed the WP 10yr for ~$51. Really hard to pass that one up, but I need to make a bigger dent in the bottles that I have before I run out of space to put them.
  4. I haven’t had much of the HW stuff, but I really like what I’ve had. And the sourcing doesn’t really bother me as long as I like it. I haven’t cracked open the MWND yet. That’ll probably be a fall/winter bottle. YKY came pretty highly recommended to me, so I finally gave it a shot about a month ago. The vermouth really threw me on my first taste. But I really came around on it, and I’m working on my 2nd bottle now. It’s got some of that ethanol (almost medicinal - which sounds terrible and weird, but somehow it’s not) quality that the 1920 has that I really enjoy.
  5. And no, I don’t really want to publicly reveal all the deets on my honey hole.
  6. Oh hai, mr. “I don’t believe you, show me the receipt.” Damn birther.
  7. When is ANGC going to Rory-proof? Longest hitter on tour, crushes the ball right to left and has at least 5 Masters wins. Wait. He doesn’t?
  8. Give this a listen, put it into practice, and I think you’ll be really happy with how it changes your game on the course.
  9. Weird. They were selling that same 750 OWA store pick for $70 2 weeks ago.
  10. I posted about that up a little bit as well about the OWA 107 single barrel store pick. It's $70 for the one I saw.
  11. Close. It's Shiller's CAPE ratio (currently at 33.24, with a historical mean of 16.88). Shiller's work isn't the end all be all, but it's most definitely not insignificant. The CAPE smooths out the PE by taking 10yr averages that cover full cycles. Whether or not high PE ratios are here to stay due to changes in how earnings are reported is another debate that involves more than the scope of the overall point. I'm not advocating that everyone take his 401k to the sidelines, and I didn't post the original chart as a market timing indicator. I'm simply stating that future market expectations should be tempered based on where we are currently. For a number of reasons, whether it's valuations or a yield curve nearing inversion, or pick your poison on any number of metrics, we are at a point where the next 10+ years of expected market returns (especially for the S&P 500 Index huggers) could easily look very meh to outright bleak. Again, this isn't a prediction, because nobody knows where the market will be a year from now. I'm just saying buy into this market with eyes wide open. If you're 33 you haven't personally experienced a market crash. I can't tell you how many people I watched talk bravado on the way up and their actions ended in capitulation by the end of 2008 or 1st quarter 2009. Human emotion is a real thing and it absolutely wrecked a lot of folks who once swore that they wouldn't succumb to it. The flip side of that being that, yes, a lot people did ride it out. If you can close your eyes and ride the ride, then jump in. Just be sure that you can. It's a long slog back after a big market correction. I think it's awesome that you're paying attention to your investments and wanting to understand how best to plan for your future...most people don't get to that place until it's too late. Just know that buying into this current market with 90%+ allocated to equities is going to test a lot of stomachs on the next trip down. No one's gonna be talking about 0.07% vs. 0.15% expense ratios when it happens. I think wanting to diversify some of your US market exposure away from the S&P 500 is a good idea. If you're committed to riding the ride, reducing your asset allocation correlation plays a big part in portfolio returns. It's way more important than which fund company you choose or picking a fund based on ER. The S&P 500 index is cap-weighted, so while Apple, Microsoft, Amazon, and Google individually make up 1/500th of the companies in the S&P 500, they each account for a 3-4% allocation weighting in the index. As those companies go, so goes the index. The S&P has had a really strong run; however, it had a negative annualized return during the 2000s while small and midcaps annualized 6%+ (as did the US bond index) during that time. I'd say it's worth having at least 1/4 (and probably more) of your US equity exposure in small/mid cap funds, IMO. Overall, I agree with this sentiment. It doesn't pay for the average investor to avoid the market and try to time it. Unfortunately, backward looking analysis doesn't keep people from making really bad decisions with their money in times of exuberance or chaos.
  12. For those pumping 90-100% into the s&p at historically high valuations, just a friendly reminder to keep the “oh shit!” handle readily available and hang on tight.
  13. I am a big fan of both. I got a store pick of the SB last week and it is quite delicious.
  14. Damn. I don’t think I would pay that for all 4 bottles.
  15. Just picked up an EC SB store pick. They also just got a shipment today of their Weller OWA SB store pick. I tasted it and was REALLY tempted to buy as it’s delicious. But at $70, I had to pass. She said it’s that high because they had to cover their own costs to travel to Kentucky, yadayadayada.
  16. I picked up a Deb's store pick of the KC 13yr SB a month or so ago. I'm fond of it. Especially for ~$40.
  17. Of the villians, at least Reed can take on the Alpha role. Bryson doesn't have that. Everything about his finish this past Sunday told me all I need to know about his mental readiness for being on the RC team. He's got 100% of Jordan's ability to mentally melt down and 0% of Jordan's ability to rip out someone's throat under pressure. He seems to thrive when he's disliked, but it will be interesting to watch how Reed handles the crowds and all of their pocket-change-jingling.
  18. Debatable. He'd definitely take Jordan's first 6 years on tour (2013-2018) over his first 6 (2008-2013), and he'd probably take Jordan's potential trajectory. But career as of today is another question. The obvious difference for Jordan being the Open and Masters wins. But DJ's made more money (probably spent more, too...ha) and is only 1 win away from a lifetime tour exemption. Jordan making it to 19 career tour wins by the time he's DJ's age is a projection. Same as projecting that DJ is gonna pick up more majors in the near future. Edit: In simple terms, I think taking Jordan's first 6 years and taking DJ's next 6 years is the safest bet. Their careers have a good chance of being pretty similar in their late 30s.
  19. Classic cocktail. If you don’t appreciate it, you are still in your “I have shit taste” 20s, or...you just have shit taste. It’s easy enough to make that any simpleton can pull it off, and it’s a perfect blend of bitter and sweet. An Old Pal (sub rye for gin and dry vermouth for sweet) and Boulevardier (sub bourbon for gin) are both excellent riffs on the classic.
  20. I haven't had it, but I know the Breaking Bourbon guys have it as their highest rated bourbon on their site... http://breakingbourbon.com/parkers-heritage-7.html
  21. With 2x points available for PGA winner (3,780 points based on last year's payout), the door is wide open for just about anyone to take a spot in the top 8.
  22. Honestly, I would say that it has mostly been luck/timing. There is a big store with a number of locations where they play “where’s waldo” from time to time. As an aside, I haven’t gotten a unicorn bottle from this, but there are also a couple stores where I like the managers and chat them up. I don’t ask them to set anything aside for me or “what’s in the back??” Just general bourbon talk, which I think they appreciate. They get enough “Do you have any Blanton’s? No?...later.” all day long that I think just BS’ing over bourbon is a welcome for them. Whether or not I score something big, I think I make it pretty clear that my end game isn’t to use them for allocated bottles. I’ve gotten some fantastic recs from them, which I appreciate not just being pointed towards a bottle based on employee incentives coughspecscough. Kinda hand-in-hand with that, I drop in 1-2x a week and rarely walk out without buying something. I don’t buy a $60 bourbon every trip, but I make most of my beer/wine/other liquor purchases there.
  23. I've had a good run this summer. I've scored GTS, THH (2), and WLW all for $87/ea.
  24. I certainly wasn’t expecting to score a GTS. I’ve been going back and forth on whether or not I wanted to grab a bottle of the HWYKY and they had the price dropped to $67, so I snagged. Go to pay and spot the GTS. $87.49
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