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Blotto

Certifiably Surly
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Everything posted by Blotto

  1. I can think of no good reasons to sit Lacey after 4 games, if he has had to play that many already. This stiff aint winning a national championship, so keep developing the guys that may be important weapons a year or two down the road. I get the sense Sark isnt going to struggle recruiting QB's, so there's always gonna be talent coming in later classes, and KJ has to show what hes got when given the opportunity.
  2. Look at George and Harden just casually sitting in the top 5 all time.
  3. about that..... https://www.cnbc.com/2025/05/03/berkshire-shareholders-are-stunned-as-buffett-announces-plan-to-step-down.html Had to happen sometime, I guess.
  4. That's a very sophisticated look he's crafted there. It screams "face of the franchise"
  5. Fuck, I forgot all about that dipshittery. Please tell me that at least one of those recruits ended up at Syracuse.
  6. Yup. For some, all publicity is good publicity. Kim Kardashian getting railed from behind launched the family dynasty.
  7. I met Earl about about 12 years ago and got to spend an hour or so chatting in a small group. Two things I remember: 1.) When I shook his hand, my hand just disappeared. Totally engulfed in his massive paw 2.) He had to get up and take a piss, and it took him five minutes to get up with a walker and make it across the room with help from his son Christian. Sad as fuck to see, he was hurting. But that was before his last surgeries and I think he was getting around better after that. That body went through hell and back dishing out all that punishment. It was a few months before he was honored at halftime in 2012. You can see how immobile he was in that video and it was worse when I met him. https://youtu.be/b9sWor5AWcQ?si=xuTSeDUwwH_pnh95&t=21
  8. two days of 100% forecast. 2+ inches both days. Survey says........fucking bullshit!
  9. The myth of the market always being efficient and everything being "priced in" is bullshit. My spidey senses kind of feel like the 2-3 week period in Jan/Feb '20 where Covid was no longer a rumor. Wuhan was locked down on Jan 20th, cruise ships were having a hard time docking etc... I was buying puts like crazy and wondering why the fuck the market was just inching up every day. Finally about a month later (feb 24) the dam broke and the markets starting taking a massive shit, and I had the one and only 6 figure trading month of my life. My decision was not based on the deaths or the lethality of the 'rona as that was still somewhat unclear in late Jan, but merely the fact that the global supply chain was gonna be proper fucked due to an inability to source product from China due to the shutdowns in manufacturing centers. It took well over 2 years for some lead times to return to normal in the markets I was familiar with (industrial automation hardware like robotics, PLCs, sensors, industrial PCs). Those are the same products that will need to supply all of the factories Trump wants over here in the US and a TON of that shit comes out of China, Singapore and Taiwan. I think there are some similarities with the current stresses that will surface with our supply chain today although not as severe as the covid shock. You can hear it in earnings calls and yet the markets keep creeping up. Algorithms make up 90% of trading these days, and they are gonna do what they do, but I see no evidence to suggest they price in these scenarios. they are too busy bidding up the price of PLTR to a PE of 654. In any case, I made a good chunk of change on puts in March and April. The last group look like they will expire worthless, but thats why you take profits on the way down. I've been sitting back for the last few weeks, but decided today to jump back in with about 25% of my profits into new puts after the market close today. I'm prepared to dump it all over the course of the next month or two as its house money, so to speak. We haven't solved shit as it relates to tariffs, the guys running the show on our end are fucking morons, prices are going up and layoffs are a coming.
  10. The SSA has a webpage where you can see the popularity of any name going back to like 1900. If the name doesnt show up, it means it was not in the top 1000 names for any year. In Jalen's case, I think you can make the case that he might in fact be responsible for the sudden name popularity. Prior to 1992, it was never in the top 1000. In 1992 (second of the fab 5 final fours) it shows up all of the sudden at #378. I guess it could be a coincidence, but I bet not. Fab 5 was a big media story.
  11. could be. I just did a quick google search of the respective fees, and the information I looked at showed a management fee of .4% for VUG, which appears to be off by an order of magnitude, lulz. But the fees for both are so low, its basically noise when discussing returns of 379% and 275%. QQQ has a slightly better yield, but probably not enough to erase the difference in management fees. Really, I was just curious why you wouldn't select a Nasdaq based fund rather than a S&P based fund, if a concentration in tech was your reason for choosing VUG over SPY. Its funny though the top 10 holdings are pretty damn similar, and in my mind uncomfortably concentrated: Basically switch out netflix(QQQ) for Lilly(VUG). Its a battle of people getting fat sitting around watching NFLX vs people trying to get healthy.
  12. If you want a tech heavy, large cap ETF, why not buy QQQ? Better historical returns with lower management fees.
  13. what a shocking twist. Earlier today, my weather app was showing a 1.71 inches of rain for tonight. We got blutarskied
  14. My recollection is that Belichick was pretty damn good at roster construction. He would drop over-priced vets with little hesitation, picked up damaged goods for cheap, and especially on defense looked for guys that were pretty adaptable. Thus he had a lot more flexibility week to week designing defensive schemes. If you look at scoring defense while he was a HC, NE was pretty damn consistent. Some of that was Bill, some of that was playing the jets and dolphins a lot. I'd much rather eat Jordan's cookie than Sally's
  15. They could play all-stars from the JADES-GS-z14-0 galaxy and I doubt the players would put out much effort. Its a week off for the entire league, both those selected and those sitting at home. The entire weekend is dogshit now. The guys selected to this game all make so much money, its not clear to me that they can be financially motivated. And the league in general already has the in-season tournament with a cash prize to try and juice some excitement in an entirely too long 82 game season, so the prize money would presumably be less for one ASG weekend than for the in season tournament. The single players probably look at the weekend as a chance to smash as many insta-hos as possible in a 72 hr window. The married players on the other hand probably look at it as a chance to smash as many insta-hos as possible in a 72 hr window.
  16. He's already playing it. Like you said, everyone knows he's coming back, and yet last night he did the same shit he's done after the last couple of playoff series losses He's getting to be as bad as Aaron Rodgers.
  17. Well, yeah. I'm unfortunately planning on a couple of those.
  18. I like seeing the Lakers lose in the first round as much as anybody, but it also unfortunately means we have now entered Lebron's annual "pretending he might not play next season decision process" when everyone knows he has to play so that Bronny can sit on daddy's lap again next season have a spot on an NBA roster next season.
  19. And all that lethal Bronny James firepower just sitting on the bench. Why you no like winning, JJ?
  20. Ah fuck, now I gotta smuggle a can of bear spray on board?
  21. https://pagesix.com/2025/04/30/lifestyle/bill-belichicks-girlfriend-jordon-hudson-reportedly-amassed-8m-real-estate-portfolio-since-dating-coach/ fucking ole Bill is paying off.
  22. shooters shoot
  23. I guess I just don't consider it particularly newsworthy in the first place. The fact that Fox labels it as China "caving" is fucking hilarious. We did the exact same fucking thing so Trump didn't have to hear about $2500 iPhones. It's a nonstory.
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