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swraith

Certifiably Surly
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Everything posted by swraith

  1. How sensitive of a snowflake are you?
  2. I know nothing about this Ross Levinson person. However the article says he is former head of LA Times. That newspaper has completely failed at its digital online strategy. If he was responsible for that failure...then I would image SI is in for some dark times.
  3. Yet somehow the US can’t figure out how to emulate this.
  4. That jury may have just restored a tiny bit of my faith in humanity. Well done.
  5. Corbyn isn’t any better to listen too than Boris. Boris hasn’t found any traction but Corbyn has no path forward either. I still don’t see how UK ultimately avoids Brexit and its consequences.
  6. We could see the stars at Lake Bastrop last night. Nobody brought a telescope. It was a disgusting 95% humidity. Made for great sleeping.
  7. Yes I have long thought that a good infrastructure project for Texas would be water piped from the coast line.
  8. Same but for cub scouts. We are camping at Cub World off lake Bastrop Saturday night.
  9. This would be the best entertainment ever.
  10. Nothingburger??
  11. Democrats still don’t know how to make hay if they find a fire. Trump is talking about war with Iran. This gets lost as background noise. The GOP is not going to turn on Trump and Trump is never going to stop fighting. The normal conventions of embarrassing Trump with a news cycle do not apply.
  12. I am conflicted. Strategically, I am fine with the concept. The federal debt will never actually be paid off. Deficit does I g is going to continue for a long time. If we have incremental infrastructure spending that is debt financed that leads to increased productivity that has a fixed ultra low interest rate...that is a win all around. Nothing to complain about. However. Timing matters. I don’t believe any infrastructure spending in going to be passed in the next 12 months. Trump is calling for the FED to lower interest rates. ECB just cut rates. So more than likely rates are headed lower...not higher. If a recession hits...lower rates may be here for a really long time....years and years. So tactically...if there is no belief that rates will rise significantly in the next 5 years....keep your debt variabilized on the short end of the curve to keep your cost of interest as low as possible. These 50 year bonds don’t change the overall level of borrowing, just the interest payment cost and duration. The above tactic could blow up in your face if rates spike. But that doesn’t appear to be the case today.
  13. Is this Tahoe poster just a copycat of the original? I am suspecting it’s just a troll, posting to rile up the natives, not the original one. In answer to the OP, not that it matters because I don’t expect to see a follow up post, if Biden is elected it’s just continual Cold War. If it is Bernie, it’s a hot war. Bernie’s wing should be expected to pack the Supreme Court and fully escalate everything in order to advance his movement. If it is Warren, I don’t know. The only thing that is certain is that there will be no peace.
  14. So Parliament now suspended until October 14th.
  15. So bizarre. These guys are sitting behind me. WTF?
  16. Thread was promptly abandoned by Tahoe after its initial creation
  17. So yeah...this arrived in the mail today. I need to find the proper occasion to break it out.
  18. Every fucking day at work...unless I am at the quarterly Board of Directors meeting. For whatever reason... that is still a no fly zone. At least until dinner/drinks after the BOD meeting.
  19. I wish MJ the best in this race. But I don’t think I can allow myself to hope in regards to this race.
  20. I seem to be in complete disagreement with financial markets. I think Hard crash Brexit is almost guaranteed at this point. However according to my friend who lives/breathes the bond market...less than 50% chance of hard Brexit is priced in. I don’t think the UK faces an economic meltdown. Rather I think their withdrawal from the European single market will create drag on long term growth. Whatever bilateral trading deals the UK negotiates will be worse than what they have today. So long term, GDP growth will be less than remaining in EU. How that plays out over a 5 to 10 year period is anybody’s guess at this point. I don’t have any material assets invested in the UK markets. If I did, I would get them out. I do think the pound sterling will continue to devalue significantly post Hard Brexit. I don’t think the US government has any role in guaranteeing any trade with UK in the short run. Let individual actors sort any supply chain shifts needed and let profit be the motivation. I am sure the US will continue to trade with the UK...at price points attractive to businesses.
  21. Equating McCain and Crenshaw on the same level is ridiculous. The far far right is just as rabid insane as the far far left. I am not advocating both sides. I am noting, with irony, that while this thread rightfully lambasts Crenshaw, there are loonies in the extreme right who excoriate him for perceiving him as failing their purity tests.
  22. Why is this “symbolic” gesture needed? In the era of America First, what does America gain from such a gesture?
  23. Who in the US should make this guarantee and why? The UK is moving to stand on its own. So let them do just that. The UK is capitalist. The US is capitalist. Let the markets work out supply/demand balancing.
  24. I propose we just banish August going forward. It is no longer invited to Austin. We get kids back to school sooner. Start football sooner. And skip 20 days above 100 degrees. Sounds like a win.
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