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bullzak

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Posts posted by bullzak

  1. 4 minutes ago, dcar00 said:

    He is the basketball head coach version of a Bain consultant.  nothing of substance will get done but it will sound cool and you get paid a shitload of money even when you fail.

    Yup. That MBA psychobabble vacuousness wears thin when results aren’t there. Even for people who want to believe 

  2. After reading Destiny of the Republic I had high hopes for Death by Lightning but was disappointed. The Giteau character was campy and the dialogue was really dumb. Nobody talked like these people in the late 1800s. Fucking this and fucking that. Just dumb and contrived. 

    On the other hand that book, or really anything by Candice Millard is money. 

     

  3. 13 hours ago, PGFrog said:

    That is why God created the ice house. 

    You can watch the games with other fans AND you never have to worry about stumbling into the trap of your wife watching Grey's Anatomy and you getting in trouble when you ask how much longer until the next straight male either gets killed in a bizarre accident or is made to look like a total shmuck.

     

    Or, stay with me here, get another TV. Failing that maybe another wife. Good God man it’s football season. 

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  4. On 10/28/2025 at 7:34 PM, PGFrog said:

    Is the talent in Florida truly elite?  There is more of it in Florida, but are the best of Florida truly better than Louisiana? 

    I bet Louisiana leads every state in per capita great players. Maybe by a lot. And LSU has a stranglehold on most of it. Certainly under threat in the NIL world though 

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  5. On 10/28/2025 at 10:22 AM, 'stache said:

    I feel this cycle is odd because being a “big name” and having a decent resume might not be enough. It’s far more important that they embrace NIL etc and work well with donors. The old CEO model is over. I think there are tons of coordinators and assistants ready for this new world whose names none of us know right now. 

    This. But you have highly paid AD who won’t take a chance. It’s why Hollywood only makes sequels and superhero movies now. Most people that start making a lot of money start getting really conservative. Creates a ton of opportunity for other people with big balls.

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  6. Jerk doesn’t begin to describe this piece of shit. Google the Prince Shembo sexual assault case at ND. Kelly covered it all up and girl committed suicide. Kelly and ND didn’t give a shit. 
     

    And when you’re done with that look at James Franklin coverup of rape at Vanderbilt by football players. You’ll need a shower 

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  7. Horns Hogs and Nixon Coming. 1969 Game of the Century 

    My dad went to the game on my 9th birthday. About the only thing I wasn’t pissed at him about 

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  8. Was watching Gundlach yesterday. I know he talks his book like they all do but still worth a watch. He thinks there is some serious deleveraging in bond market and we go lower. He thought equities 4500. 
     

    I could see that easily. Overdue for recession and we are in midst of federal belt tightening (?). Powell isn’t going to rescue anybody right now. Stocks still rich. Don’t think this is over yet but certainly not a calamity. 

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  9. 23 hours ago, Anastasis said:

    So I've numbers ranging quite a bit in terms of what is maturing in 2025 and needs to be rolled out. Is there a good source what exactly needs to be refinanced and at what rates they were originally issued? 

    Great and relevant question. I haven’t dug in detail but also interested in what is replacing what and what kind of duration Treasury has in mind for new issues. Of course the market dictates. Chaos creates a flight to safety driving down treasury yields and finance costs across the board. I maintain that is the “logic” of what the administration is trying to do.

    I also get the substantial downside potential of bullying people into line. Lotta in lotta outs…

    But net is that 10 year now has a 3 handle and that is a big deal. People need to listen to Bessent. I don’t think he is being coy about intent. 

  10. He's a fucking crypto bro. Definitely the guy who's opinion we should trust on financial deals. 
     

    in general I agree but he’s basically echoing Bessent. Don’t love tariffs but I do think the main intent is drive down 10 year to roll 10 trillion in treasuries at a lower rate. The numbers are material. 
     

    I would argue stock market is still a little rich even now. Latest SPX earnings yield is still lower than 10 year. You aren’t getting paid enough to take on risk and it’s been that way for a while. 

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  11. On 3/24/2025 at 8:37 AM, RPM said:

    They are pushing the kid and sucker punch guy, but I bet it's someone not mentioned yet. 

    I hope it's someone we don't know. Otherwise feels kinda trite like everything cycles through that ER. I think it's a better theme if we see that sometimes really random terrible shit happens and people have to find a way through it. 

    Helluva show and I don't really like hospital dramas. Can't imagine the staging it takes to shoot all that. 

  12. On 3/24/2025 at 10:54 PM, texifornia said:

    The agonizing is pretty funny given most of my cbb fan friends here in NC are been saying "hey that's a strong hire, nice work" and the national media seems really upbeat about it. Not sure why Texas fans/media have such a stark divide - just unrealistic expectations I suppose.

    Our fans want us to hire Pitino or Self circa 1995. For every one of those there are 20 flameouts that schools reached for. Texas will do enough in NIL to put a Sweet Sixteen caliber team on floor most years. Personally I’m looking forward to some semblance of a clue on offense. Should at least expect that. I’m pretty gruntled honestly. 

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  13. Tariffs are getting headlines but the elephant in the room is the need to refinance $10 trillion in treasuries in next 12 months. The administration wants to drive interest rates as low as possible and the stock market is acceptable collateral damage in short run. Got to drop inflation and/or cause a flight to safety to drop those yields. If Congress could stop spending 3 trillion a year more than we make that would be really neat too.
     

    At this point pretty good argument stocks still too rich when SPX earnings yield is even with 10 year. Something has to give here. Sure wouldn’t make any rich bets either way right now. 

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  14. Eh, this is a fun show. It's set in a world most Texans know a little bit and nobody in their right mind would ever set something in a god forsaken shithole like Midland and environs. BBT makes it. 

    Im going to get irritated when Hamms character croaks and Demi Moore becomes the smartest person in the history of the oil patch with zero experience. They aren't paying her that money to mope around in a hospital room. Think Beth Dutton Redux. 

    Fuck it I will still watch because look what else is out there. Five more shows about the Mendendez Brothers?

     

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