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Laxtonto

Burnt Ends
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Everything posted by Laxtonto

  1. You know what else I like about this tourney... UH leaving to the B12... eliminated UCLA leaving to B10... eliminated SDSU rumored to the Pac12... still alive but if they do keep advancing all the tourny creds stay in the MWC All the SEC... bye bye Marquette... fuck you UT.... still rolling
  2. Disappointed in Bama They had SDSU dead to rights but were just off the mark. Sometimes I guess they just didn't have that killer instant that you expect for a team with that caliber of assassins on thier roster... Fuck those guys.,.
  3. Funny enough I think he has more validity than people give him credit for. I have long suspected he’s kin to one of the bigger sports media consultants and has used that to purposely spread some disinformation as well as do some legit reporting. I first thought he had an in with FOX, but now I am beginning to suspect it is more with Bevilacqua Helfant Ventures, which would explain the overlapping scuttle butt with other weird ventures. I don’t trust him, but he tends to have more grains of truth in there early, so it’s almost like he’s being used as a sounding board.
  4. I think a lot of this will depend on the real number of the forces the UA has ready for this offensive. Also do they keep additional pressure going up north to force the RU to choose where to push their limited reserves. This will be a huge chess match and right now we only know the size of the board and not really how many pieces we are playing with…
  5. It is sounding more and more like the major offensive will be in the corridor between Vuhlendar and Orikhiv. What makes it more interesting is if the offensive drives SW out of Orikhiv you could technically shoot the gap between the lake and Melitipol and drive west to keep the lake at their back and sit on the "high" point around Vesle. There is no reason to commit to a full scale fight in Meltipol when this move would achieve the objective of putting it in HIMARS and artillery range plus allow a drive south to eventually take and secure Rykove. From there the bridges Salkove is in range an in essence it cuts the troops west of the offensive off from all supplies and as an added bonus puts Melipol at risk tactically. At the same time then begin pressuring out of Kherson and force those troops to either stand and fight and therefore run the risk of getting trapped and ground up between the 2 forces or pulling out and having Melipol then become the western front and in a position to be encircled. Lots of risk in something like this because if the forces south of Kherson are not sufficiently engaged, they can wheel east and we would have the mother of all mechanized battles on a wide open plain and huge losses on both sides, but if it works then Crimea is isolated and you are looking at either mass surrender of troops trapped on the Kherson peninsula or a massacre of troops that are cutoff from everything.
  6. TikTok is getting lit up in their hearing today and at this point, I would be betting on it getting banned at some point here soon... Twitter owning still Vine now has more and more potential and funny enough would most likely make twitter instantly profitable and well beyond the revenue projections from that of Twitter 1.0.
  7. NY Post and more importantly a bigger name in the media consultant/media rights sphere.
  8. 1 for 13 from 3 and still win by 5. Hit even 30% and it’s a nice double digit win. Damn I love to see us dominate inside and keep pressure on the 3.
  9. KSU got jobbed a bit in the last minute. Then again they blew a 13+ point lead beforehand.
  10. So with both sides of the conflict asking for ammo, what does this tell us about the legacy Russian\Ukrainian artillery platforms? Can no one produce 152 artillery shells anymore at a volume to keep up or is the delivery systems so outdated, that everyone else has moved to a different shell type/bore size, the 155? This actually has some serious implications because if it is a lack of capability it is a terrifying implication for other major land wars around the globe. If say India and China go at it, is there enough global supply to help India? If it a lack of legacy production capability then now we are dealing with the question of what can we do to produce move systems that use the current NATO shell? Basically do we need to up production of 155 artillery pieces or make more 152s, or most likely both. Thinking short and medium term, there is a lot of money to be made by producing volumes of 152 again. If Russian production cannot be counted on in the future to supply those with 152’s, if you are a country still using those systems, now what?
  11. My guess is that on paper it will be 2 or 3 million less, and then once you take off the top that the P12 are paying all the production cost that number becomes 5-8 million less with much less visibility. Neither of those university presidents boxes themselves in. Same shtick as the Utah mouth peice. “Why would leave.. it’s wonderful here. We are going to get a gray deal..” Yada Yada Yada. Until they serve up the shit sandwich to the school presidents and force them to try to eat it, conference unity is the correct PR move.
  12. I think the job fair and all of that other stuff is actually a bigger deal for the conference than the combine aspect. The meat show isnt going to radically change any student-athletes life, but doing a league-wide job fair is going to be massive and a great way to continue the idea that the conference does everything it can to make it student-athletes successful
  13. How quickly before this is common for the SEC and B1G as well?
  14. My guess is that the final media offer is going to be meh and they will implement unequal revenue sharing to keep the band together for a shorter reup. While I think that it makes more sense for all of CFB longterm to see the P12 go the way of the dodo, the ones looking to get left out will make it very hard politically (not just state level politics but national level academic and grant funding leverage) for any one team to make the move. If I was Cal or OSU or WSU I am doing everything I can to keep my spot at the big boy table. I have limited faith that the four corners will make the move and separate from the California market without another catalyst to close the deal. The loss of USC and UCLA hurts the brand, but is that enough to convince a total upheaval and move on? So the real question will be what is the difference between meh and time to move on? What is the real floor? How willing are some of these school to debase themselves and take a significantly smaller part of the pie? How much less than what a B12 total future annual payout would be would the four corner schools be willing to agree on to not be know as the school that killed the P12? Part of the problem is the comcast mess, which hampers cash flow, the P12 overinflated operating costs, and the money pit that is the P12 network. How much can they legitimately scrape together and how in the world do you convince OU and UW to sign a GOR to be able to cement any offer? No one is going to pay without one and any short term deal with a GOR won’t pay anything like a mid or longterm deal… I would love to see the 4 corners bail, but I am losing faith that any individual school has the balls to be the first one gone to start the dominoes rolling.
  15. No bank wants to go out of business just like no fund wants to have staggering annual negative losses. That doesn’t mean it doesn’t or won’t happen. Human nature will always mean that someone will push whatever you are talking about to the extreme. All regulations and penalties do is lessen that urge and make object lessons for those who go beyond them. Removing another level of risk just removes one more barrier from incentivizing risky behavior.
  16. The problem is that either solution is a no-win and doesn’t fix the systemic problem automatically. If you allow a real bank run you wreck the current structure and force a fix at the cost of untold losses and impacting economic growth. If you allow yourself the FDIC insure everything then risk assessment becomes even less important and the viewpoint of the value of banks and banking morphs again and none of this gets fixed. Neither is a good option but you not one forces a fix. That isn’t good when that option is the more nuclear of the two. How did you force a fix without the painful object lesson is the real trick.
  17. This is another story that is about to get bent all of shape for what it really is... https://www.cnbc.com/2023/03/11/silicon-valley-bank-employees-received-bonuses-hours-before-takeover.html Annual scheduled bonus payments that typically come out on the 2nd Friday of March... yep which coincidentally happened last Friday...
  18. My problem in all of this is that if the FDIC guarantees 100% of all deposits, why are there private banks vs a central government bank that works direct to the public? If the government assumes all of the risks of a guarantee, why does the private bank get to use the deposits as an investment vehicle? I am not a fan of the idea if where this entire set of logic could lead. I think the real issue here is not the logic of guarantees or the potential value of this type of bank, but the fact that the individual account sizes are so large that it flies in the face of what the current value of the guarantee is. Something structurally needs to change. Either bank need to be forced to have better internal controls and risk monitoring and we need to rethink the logic of how the guarantee works or this type of thing will happen over and over again. The original idea was of the FDIC guarantee was to protect the small individual account holders. Now we are in a situation where there are massive corporate accounts that this type of guarantee makes no sense for. Do we need to designate a different type of guarantee? How would this mechanism ever work? The real issue at hand is that individual private wealth accumulation and corporate wealth accumulation have not progressed in a linear fashion. Now are looking at values that would need some type of logarithmic correction to make them seem similar. Because of this, the continued raise in the current structure of FDIC guarantee is like trying to put a bandaid on a gunshot wound. It is the "right type" of treatment, but nowhere near in scale or scope. The problem with that is now we are changing the risk profile and risk management of all banking institutions, to try and "fix" a current problem. So the real question needs to be is this a symptom of a much larger concern or is this a localized problem.
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