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bullzak

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Everything posted by bullzak

  1. I dont think SPX profits have been revised downward enough. And yesterdays big gyrations aren't something you see in healthy markets. Still feel like there has to be some over leveraged hedge fund or bank out there that blows up before we can move forward.
  2. "I'm shocked. I'm pissed. It's Mack Brown." Yeah, been around a while. Need to reexamine my life I think.
  3. WWI was such a ridiculous slaughter. I have read that 1/3 of French men 18-25 died in that war. Wiped out a whole generation. At the Somme the British had 60,000 casualties the first day. Battle for Passchendaele is believed to have caused 500,000 casualties total and moved the line a few hundred yards before giving it all up. Horrific indifference to human life. And all it accomplished was to set the stage for the next one 20 years later.
  4. As an adult, he racked up 59 convictions for assault, assault with a weapon, uttering threats, assaulting a police officer and robbery. Pretty impressive tally for a 30 year old. What a piece of shit.
  5. Sleeping on the hard ground is way overrated. Especially when you're an old fart like me.
  6. Seems like the biggest issue here relative to normal civil litigation is Delaware Chancery. I haven't paid that much attention but if they have a rocket docket and can get to finality much faster than you can in regular court, Musks leverage erodes in a hurry, aside from all the legal arguments. I am tangentially involved in Tribune Bankruptcy that is finally on life support after 12 years and having only gotten into procedural maneuvering with no discovery etc. Last count a few years ago the legal bills were a quarter of a billion. On paper he is screwed. His only real leverage is the financial torture of long term grinding litigation but that may not be in play here. Surely Skadden advised him of that and he ignored them.
  7. All fun and games until Sergei and the boys show up at your house.
  8. The open of the original is iconic and they nailed it by doing it again. My daughter was about to hyperventilate. Loved it.
  9. IMO the making of the greatest movie of all time is just as fascinating as the movie. There were so many obstacles to Coppolas vision its amazing this thing ever saw the screen.
  10. And as a Steph fanboi I am glad he is getting his due. He is so much more than just a shooter. In crunch time he gutted the Celtics driving to the rack. He was a skinny little stick and remade his body. Legit stud.
  11. Going to have to disagree with your police work there Lou. Kobe was an all time great IMO. Five rings has to mean something.
  12. So as a gigantic Godfather fan, am I going to have to get Paramount+ to watch this or can I just buy on Itunes at some point. Already down that road with Yellowstone so....
  13. How many giveaways can these clowns come up with? Rebate cards, student loan forgiveness on and on?
  14. They fell in love with the World Series core until they didnt have much trade value. Now they have a lot of nothing at least at the major league level. Probably no one on that roster who will be part of the next playoff team. I hear good things about the minors but who knows. For most of their history the Cubs have sucked and Wrigley was the worlds biggest outdoor beer garden. Look at it that way and party. Game is incidental this season.
  15. Been at this for a while and I never thought I would hear all the hot air I heard in the late 90s before the Dot Com bust. Yet there was Cathie Wood and her ilk telling me valuation doesnt matter blah blah blah. Dont even get me started on crypto, NFT, all that bullshit. I dont know if a sucker is born every minute but there is one born about every 25 years at least. Had a real estate guy tell me in about 1985 while Texas was grinding through a really bad time that a "recession is when the money goes back to its rightful owners." Looks like we are seeing a bit of that although we have a LOOONG way to go before you are in 2000 or 2009 times. I dont think it gets that bad but OTOH analysts are still calling for SPX earnings of +9%. Yeah, no.
  16. That's where I came out on it too. At best he is a very strange bird and a pathological liar. I mean the owl theory? GTFO.
  17. Probably just some hedging getting caught offsides. Going to be a few days before we really know how the market takes this. Stock market that is.
  18. Youre saying the fed doesnt control interest rates? Hmmm.
  19. They have to do at least one more at .75 or they look erratic. Data will probably support that. Then MAYBE they can let off the gas a little.
  20. Probably good. Then bad. If they chicken out and only do 50 look out. Dont think that happens though with other Fed people jawboning 75 all week.
  21. To your point tomorrow is a big day. Messaging is going to be really big.
  22. Just saw a Goldman note that they now expect back to back 75 bps raises from Fed. If I recall the Fed hasnt raised 75 bps since 1994. I think you can forget about the soft landing scenario. Fed is scared of deflation, but inflation is a battle they know how to fight. It just isnt going to be very much fun.
  23. Just took the kids to DC couple months ago. Been several times and its truly an awesome and beautiful city. As for the current state of things: Air and Space is under major renovation. Maybe 10% of their stuff is on display. As painful as it may be I would skip it this time and go out to Dulles where a lot of AS stuff is on display. American History was a huge bummer. Maybe its post Covid but they didnt have anything out. Dorothys slippers from Wizard of Oz took up a huge room. Lots of current politically based exhibits but if you want any artifacts from Revolutionary War or Civil War youre pretty much out of luck. Bunch of stuff about voting and citizenship. Yawn. Went to see the Hope Diamond. Very cool but they havent done anything with the gem collection in decades. You can even see dust on the inside of the exhibits. Smithsonian castle has a pretty cool futures exhibit thats worth a look. Engraving is closed for renovation. I think if you get to your Congressman you can see FBI. That used to be cool but havent been in a long time. Library of Congress is gorgeous. I wouldnt spend a day on it but its worth an hour. We took a private tour of the monuments which I would recommend. Get some history and they take you to each one. Walking that would be exhausting if its hot, and it will be. Went to some restaurants in the Union Market area NE where I wouldnt have gone at gunpoint 20 years ago and it was awesome. That joint was rocking. Maybe check that out. Bring your walking shoes.
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