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horn4life

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Everything posted by horn4life

  1. Avatar matches Content...
  2. Spring 2027... Welcome to the Portal young man... 😉
  3. well... right now it seems the primary factors in the US markets are FOMO and TACO. I don't think anyone realized how strong the underlying economy really was coming into 2025. At some point the tariffs will be implemented. Because we are not seeing any deals actually negotiated and signed. As when one side has both demands that cannot be met combined, with a retreat from enforcement why not wait for the next retreat when negotiating? Right? The 90 day extension to negotiate 90 deals in 90 days was going to be the result of shock and awe economic uncertainty. So no signed deals? None? after 90 days? I guess the real question is will there be a point where TACO is no longer effective? As our policies have made the US a less secure and a less desirable place to invest, investors are simply choosing to put their money into assets other than the US dollar. This is an under the radar trend that has long term consequences. Ride the FOMO/TACO trade as long as you can! And have your stops in place. I figure the run will come to a halt mid August. But the TACO trade I suppose could be endless, and the can repeatedly kicked down the road? You would have thought the market would be bracing for tariff enforcement after the 90 day pause, right now, but TACO is now the norm. The market is pricing in TACO now. So it will be interesting to see what happens if the TACO policy is ever reversed and the tariff taxes promised are actually implemented. Repayment? Or did you mean never ending installment payments on an ever growing balance?
  4. Its summertime, so for some the panties ride up a bit too snugly as they pace back and forth wringing their hands. When discomfort could simply be relieved with a gentle tug of perspective on their bunged up panties. Now that I have addressed the incessant drone of summertime whine... One of the things that I think is fantastic about the guys we have on campus is that despite they are bonding in a manner never before seen at Texas, we have record academic performance from record talented group of players! Herman departed with a 2.33 GPA average, this Spring the GPA average is 3.31! One of the hardest things a coach does when they take over a team is try to "change the culture." You hear it time and again. As at first the new head coach is usually forced to add lead motivator and lead disciplinarian to their coaching duties until they can indoctrinate enough upperclassmen with their culture to take over the motivation and disciplinary roles. Look at WTF Sark has done! He now has upperclassmen that can lead both on and off the field. The upperclassmen now are the disciplinarians, and motivators, they hold the newbies to a hgher standard. A standard that has been passed to them from Sark and they have bought into. The bottom line is that you have to not only be an amazing athlete to get a fat NIL check from the University of Texas, you have to have the right sort of mindset, attitude and smarts. I love that Sark has chosen wisely kids that realize that academic performance is important!!!! The main reason I think smarts are important? Because smart kids tend to be able to see past themselves. If you cannot see past yourself, then you can never truly create the sort of team every coach dreams of. One that sees itself as a collective with a common goal, rather than a collective of individuals with personal, then team goals. That's how you end up with a kid like Arch Manning, willing to let his personal aspirations take a back seat to perhaps obtain a greater team goal. And smart kids... are a lot more likely to understand success takes a lot more than simply very talented individuals. It takes individuals dedicated to a goal greater than themselves. things like personal development on and off the field are what makes pinnacle goals like National Championships possible by building the "right kind" of team. SO... whenever we miss out on a guy I always wonder what all the dynamics are. Beyond simply writing a check. Because at TEXAS, we can write all the fucking checks we want. But it's the kid beyond the physical talent that will determine the quality of your team in the coming years. And tight now we have both the most talented, and smartest team we have had on campus in a while. So relax! Finish out your July 4th weekend, and pull those wadded up panties out of your ass if you are one of those. We are in a good place recruiting, and a good place with this team from a talent perspective. And we will continue to be, as long as we keep handing our shit the way we have been. And if we miss out on Freshmen, we simply move to the transfer window. All we need do now is keep on this course... and very, very, very good things are ahead. Hook'em! And prayers to all those in the Hill Country whose lives have been turned upside down by this weekends tragic flooding.
  5. And I say to the next offer... Multiple offers... which is not a lie!
  6. For me seeing a 2.7% gain in a month, and and average of .45% increases for 5 months has nothing to do with politics. It more my confusion with the glee of a pace of 6% annual returns that has me scratching my head. Back to even... is not political, it's math. Hard to say tariffs (political) are not a big part of the uncertainty, so yes, politics are necessarily part of the calculation. But simply stating that we are not going to have the deals promised is well, is simply accurate math. This market could still run more, as FOMO and TACO are powerful forces. If you jumped in when the market collapsed, then you are kicking ass. But would you be jumping in bigly now looking forward? I would say that the most likely probability, is that the members of this administration have made more money in a shorter period of time than any in our nation's history. What would be most useful is to knowing the timing of the retreats on tariff policies, as that is where the real money has been made. Unless you shorted before liberation day, like me. it will be interesting to see how it will all play out. I certainly did not think the TACO trade would be so consistent. I really thought the administration was going to stick to it's guns more. I will be very curious to see if tariff tax rates, indeed do bounce back to liberation day, for all those who do not have signed trade agreements? Or will it be another episode of the TACO series? Seems like the market is betting on TACO pretty strongly.
  7. I thought this was the tread where markets are falling? The excitement and glee that is getting back to where Biden handed off the market is indeed fascinating to me. You would have thought that the market actually had risen dramatically? I definitely lost some of my unreal early gains betting against Trump's tariffs, and the taco trade has been very strong. It will be interesting for me to see the number of trade deals that will be on the books after the July 4th weekend? But you will most likely not hear much talk from the administration on actual progress, beyond proclamations of success with unsigned deals. The S&P closed out January up 2.7%, today the S&P is up 4.96% for the year... so kicking ass right?
  8. Welcome to the doldrums of Summer and the Dotards of Doom....
  9. Not sure about the Longhorn thong... but still want!
  10. Low ball offers are written because somebody can write them. As you can never get a low ball offer accepted unless you spray them out into the marketplace. It's purely a numbers game, and yes it wastes the listing agent's time. As the percentage of acceptance is ridiculously low. But the hope of the asshole writing the offers is that someone is desperate enough to take that lowball offer. And I would think it sucks to bring low ball offers back to the owner of a newly listed property that you have consulted the owner in setting the best possible price for the property to sell (in your professional. As who wants an offer they are not going to accept? But as the listing agent it's a cross you have to bear. I guess my optimistic logic would be that it's better to be the listing agent most of the time than the sellers agent, if you are going to be on one side or the other of writing low ball offers. Of course if you get a slew of low ball offers because the market is slow... that might drive me a little nutso. Along with the seller. But hell. I think I should be able to shoot the tires out of any 18 wheeler that drives more than a mile in the passing lane on the freeway. So my nutso level is maybe a tad higher than some.
  11. I am pretty sure the time frame roughly matches as the period of time A&M hasn't been forced to pay the annual salary of two head coaches? 👍 😂
  12. Well, now we get to see the least qualified Secretary of Defense ever confirmed in action! I wonder if Pete has the awareness right now to realize how out of his depth he really is?
  13. That's a nice shot. Thanks for letting me live vicariously! Hook'em!
  14. Which hand do you touch yourself with? That defines your "handedness..." But if you lost that hand... you WOULD adapt!
  15. I wonder how the proposed elimination of FEMA will influence the price of real estate and insurance costs for the RE industry?
  16. Not sure I never get that far in. That's the problem. You try to find bliss and you lose business, or other important calls. I have had some very odd spoof numbers lately with the same repetitive BS. With old people its a numbers game of this sort of BS. Eventually somebody's mom or dad gets confused and gets ripped off... if only there was something that could be done about it.... Honestly I could give a shit now about live folks repetitively calling me, it's the fucking endless non-sleeping AI bots.
  17. Just wait until you close in on 65... I get about 15 calls daily, about "the new Trump administrations changes to medicare..." I'm not even on medicare! But fuck, the number spoofing is mind blowing... And yes it's about folks selling your information. Why the fuck can't our government make unwanted solicitations a crime with enough penalties to stop the endless bullshit. It's the best part about going offshore or off grid. No more fucking calls that I do not fucking care about.
  18. It's impossible not to. Tariff taxes on imports cannot be absorbed by manufacturer and US importing company. Unless you think all companies have a shit ton of excess profits they can shed to absorb the new tax. Ultimate whoever buys the product will absorb the majority of the cost increase. It's just math. Market will indeed take off like a rocket if there is no inflation. But we are going to get both unemployment and inflation. And the Fed will simply not know which is the bigger shark until more data comes in. Unless brutal unemployment numbers can overwhelm inflation concerns... hopes for Fed, or Bond market pushing rates downward is a bad bet.
  19. It's all about the "dark arts!"
  20. My point is that folks with less liquidity have less means to ride out volatility when it spirals downward. I am just very uncertain that bitcoin truly insulates against it moving along with the markets downward if things go really bad? I just do not think it is a as decoupled as some assert. I have watched it decouple to some degree for certain. And the uncertainty of US fiscal policy in combination with the potential of the US government embracing of bitcoin. it seems to me that the possibility of the US embracing bitcoin is as much responible for the rise as any other factor. Or am I misreading this timeframe? As I have not been closely following at all.
  21. So I did not know who Lyn Alden was, but got into an interesting bitcoin conversation yesterday. The scarcity aspect I can buy into. And the fact that so many people are spending big bucks to mine it, shows a investment in bitcoin future. But my question is: Is bitcoin truly decoupled from the dollar? Does a stock market/economic crash send bitcoin in the opposite direction than the markets? I can't argue with the math of something increasing in price, especially in the last 6 months. The argument of the similarity to gold I understand, but my big question is the youthful ownership (generally) could make is just as susceptible to steeps selloffs alongside US stocks. Simply as young folks are always in riskier assets, and also have the least deep pockets, so the downsides can be steep. I see the upsides, I just want to be convinced more about decoupling.
  22. We will not have any inflation, and the big beautiful bill does not add to deficits. Also companies take tariff taxes out of profits and therefore consumers will not pay a dime extra! That is all... 😉 Wow... I have never channeled my inner Mike Johnson before.... Sort of fun to say a lot of shit you know isn't true!
  23. Isn't A&M's slogan sort of acceptance of mediocrity, with a dash of eternal baseless hope....
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