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tbone_

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Everything posted by tbone_

  1. I flush as many times as possible if someone is on the phone next to me
  2. Simmer down, it only took one guy to whip all of their asses.
  3. Lower growth rate expectations and lower inflation expectations are the only reason long rates will come down. Meaning, people have to want bonds again. It’s always supply and demand. Right now there is more supply than demand. You never really hear about the fed unloading the bonds from QE in the news, but doesn’t that have to have an effect on supply? I never fully understand why so many focus on the fed rate policy. Personally, I think the fed serves a very useful purpose. But they don’t set long rates. Look at last September as an example. 50bp cut, 10 year goes up 100bp.
  4. Love that they tried to do the RR solo
  5. It’s not just gen Z. It’s everywhere. The ability to get people to tune in to you moves the needle for everything now.
  6. Well we entered a world at some point in the past where you could be famous just for being famous. Prior to that, you actually had to have done something.
  7. I get it. I mean, also don’t get it. I remember the first time I heard someone’s tweet quoted as “news”. I remember thinking oh, wow, someone said something, who gives a flying fuck. Why the fuck is this news? I also remember thinking that I was probably in for a whole lot of not getting whatever was going on from that point forward. A lot of things these days make me think of this quote: “You always own the option of having no opinion. There is never any need to get worked up or to trouble your soul about things you can’t control. These things are not asking to be judged by you. Leave them alone.” — Marcus Aurelius
  8. tbone_

    Ozzy has passed.

    It was intense to my 12yo self in 1981 for sure
  9. tbone_

    Ozzy has passed.

    Hell of a first show
  10. tbone_

    Ozzy has passed.

    I first learned of Ozzy in junior high. We were all talking in the football locker room about how bad ass and hard AC/DC was. Buddy brought in his older brother’s tape of Blizzard. He said fuck AC/DC, you wanna hear hard, listen to this. And pressed play on I Don’t Know. Holy shit. Seminal music moment for me. There were a couple that changed me forever. That was def one.
  11. tbone_

    Ozzy has passed.

    Paranoid was the first song I ever played live with a band.
  12. After reading the Mike Campbell book last week and subsequently rewatching the Tom Petty documentary, both just reminded me there is a way the music business used to work. A way that worked for all of these artists. And that old way isn’t the way it works at all anymore. Makes you wonder if any of these people would have become what they did if they had to do it in today’s world.
  13. tbone_

    Ozzy has passed.

    Rip man. Gotta figure he got the most he could have out of his 76 years.
  14. Has that Bisbee info been confirmed?
  15. tbone_

    Getting old sucks

    Holy shit what is going on?
  16. I think that’s actually a good idea. Could be successful if executed well. Which it probably won’t be.
  17. Wouldn’t every Friday night be sheepfest at the aggy SAE house?
  18. I listen to Mark Zandi’s regular podcast. They talk about all this stuff and agree on the current weakness of the economic indicators, and general lack of inflation, especially when shelter of factored in correctly, which it is not. But they tend to think long rates stay high due to the deficit and tariff based inflation that is coming. Who knows if their crystal ball is any better than anyone else’s. But they seem to present data and projections with about the least amount of bias and spin that I can find.
  19. I’ll have the linguini with clam sauce. And a Coke. With no ice.
  20. tbone_

    Getting old sucks

    I’ll be a little more direct in my response. You can get dick hard pills at GoodRx all online and they are dirt cheap. Best of luck to your friend.
  21. tbone_

    Getting old sucks

    Is it not an option to work out from under the broken brain pills? It’s been said in these esteemed pages that GoodRx might be what you are looking for.
  22. We got ransomwared a couple years ago. Shut down our whole company for 3 weeks and we are a public company. Had to wipe and reconfigure laptops for all 5,000 employees. Then Covid hit the next month. Good times!
  23. How the fuck do you not see the aircraft carrier right in front of you?
  24. Well and if Ewers could have moved around at all in the pocket
  25. So that info regarding these companies being real estate related was from ChatGPT. I looked around online for info on them, found none. Went back to ChatGPT and the response was, oh yea, sorry, I was completely wrong about that. The info I gave you wasn’t remotely based on anything accurate. So there’s an example, I guess.
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