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Dbeasy

Certifiably Surly
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Everything posted by Dbeasy

  1. The data on the Aggies is getting so voluminous that even those delusional dipshits are struggling to come up with “theories” to try and dispute their failures. It’s awesome.
  2. That’s the first film I’ve seen. I like his effort. He’s a bull with some moves and some speed. That explains the rating. He does have some wasted movement while he runs. I’m trying to think of a pro back with a similar gate. It’s a little Derrick Henry like, but there’s another back from 20+ years ago that’s closer. Can’t recall his name.
  3. What’s the story on the new UT Austin President? Good? Bad?
  4. That was a very fun watch today.
  5. Don’t buy used. Golf is meant to be played by overspending and never seeing a return on investment. Don’t break the Universe.
  6. I bought online the Nike hat with the old angry longhorn logo. When it arrived, I realized the pic was misleading. It was that flat billed bulbous douchebag design. Gross.
  7. I finally understand a benefit to packing cubes. When you are staying at many different places on a trip, requiring many packings and un-packings, the cubes make it faster and easier to stay organized. It also helps for keeping dirty clothes separate. Does it save space? No.
  8. Glad to see that. I hardly ever report posts but MotownHorn was unhinged and it pissed me off.
  9. So, we are finally at the inflection point I've been predicting for almost 3 years. Back then, I was involved with some commercial real estate stuff and that market was breaking due to elevated interest rates that moved up much faster and farther than the industry forecasted. However, because commercial real estate loans are multi-year borrowing, most in the industry felt it would be the 2nd half of 2025 when the industry finally started flushing out the bulk of the bad loans. That's been happening for awhile now and probably will reach its peak in the coming months/year. As a result, I really felt the stock market and the economy would hit a rough patch in late 2025. In parallel, we have the AI hype bubble finally starting to get exposed. We've all seen all the ridiculous proclamations that AI would be doing 80% of software coding by this year. That was and is a ridiculous proposition, and is similar to the internet hype that occured during the internet bubble of 2000. This bubble is not as bad as 2000, but things are definitely frothy. A very good company, Databricks, just closed financing at $100B valuation. $100B! Look for this bubble to burst over the next several months/year. In parallel, companies have been doing a good job of generating earnings. We have excessive government spending keeping that gravy train moving. That is a good counter-balance to getting into a recession, but the problem is that it is making the whole financial system even more shaky, including long-term interest rates. However, that trend can go for awhile until some world event somehow breaks the confidence of the markets. The Trump administration is doing everything it can, unintentionally, to destroy the economy in the near-term: tariffs, fewer immigrants for jobs, pissing off allies and trade partners, etc. These stagflation policies need to end up as mostly a bunch of huffing and puffing, rather than actual implementation, or it will drag the economy into a recession. The problem is that its starting to look like the real deal. These elevated prices will hit in the next 12 months, tap out the consumer, and hurt corporate earnings, possibly throwing us into recession. We can't spend our way out of the next recession like in 2020. While the lowering of interest rates will help quite a bit, the government can't just toss trillions at us this time around. That means a slow, methodical recovery that will take 24-36 months. However, I don't see a deep recession, because government spending helps and frankly Trump does have the mindset of trying to juice the economy any way he can, so eventually he will panic over the current government policy missteps and correct them. Finally, September and October are always vulnerable months for many reasons. From an investment standpoint, I'd buckle down and be prepared to hold equity assets for 24-36 months, with corrections of 15-25%. If you have a lot of cash, it's tricky. Intermediate and long-term bonds would be the normal play, but with stagflation still a possibility, it's difficult to make that bet. You could lose 12-18 percent of your principal for years in that scenario. So I'm not quite sure where to invest cash.
  10. Really appreciate the feedback on Nike apparel. One final question. Nike re: Texas shirts, like polos, puts the Nike logo on the right breast and the Texas logo on the left breast. Not all shirts but most. Do you like that?
  11. Oh good grief, no one is saying Sark is headed to the NFL. Athletic Directors and Boards of Regents have to plan for scenarios even if they are only remotely possible. They did a few years ago. Nowhere in the last two pages did anyone say he was leaving for the NFL. The whole point was that Traylor was given a heads up a few years ago that he might be in play for one of the bigger jobs down the line, so working hard to beat those teams is pretty important to him. That’s it. That’s the only point. The reading comprehension on the last page is ridiculous. Jesus. I feel like I’m conversing with a bunch of ADHD teenagers.
  12. The best part of this post was the use of the term gormlessly.
  13. I can tell you for a fact, and Sydney has already posted it above, that Traylor used to be under consideration. You then misread my entire post and mistakenly thought we were saying that Texas would still hire him today, which obviously they probably wouldn’t. Then, when I pointed out that you misread the post, you now doubled down on making a point that has nothing to do with what was originally posted, as if somehow you didn’t misread the post. Excellent job. Congratulations. Well done.
  14. Thoughts in general on the Nike line of shirts and clothing for Texas? Getting better, worse, the same? Also highlight whether you are old, young, or middle aged.
  15. I think you need to read the post just above yours. This isn’t me saying this, it’s what Texas at one time was considering. Fast forward to today and I think we all would believe that Texas would go a different direction, but Traylor in his own mind is still waiting around hoping to get a shot. So maybe you should be the one to get a grip.
  16. Dammit! About a week ago I told my wife that Sanchez had no business playing in the Astros outfield. He’s terrible. But it’s okay. The manager has addressed the issue by moving players around ten different positions all the time.
  17. In case Sark heads to the NFL. He was too inexperienced before. It was discussed here on Surly that he would be considered the next time around.
  18. I'm sick of this manager. The latest issue with him is the number of double plays this team hits into. They're terrible. 2nd worst in MLB.
  19. Oh no, lawyer talk. With the number of lawyers on this site, I fear the site might be overwhelmed. Immamac better start the backup generators to power the internet tubes.
  20. I don’t think they go solely man to man. Teams these days mix coverages.
  21. The rapid highs and lows of golf are just unbelievable. As a 12 handicap headed to 10, I’ve been starting to really have some good swings, shots, and rounds. However, in the blink of an eye a round can go south fast. I played this week and had three birdies within 5 holes. It was unbelievable. I started getting visions of posting my best round ever (<75). Then my swing slowly melted away, with me unable to hit even my best irons, the wedges. I staggered to a 39 on the front, and then just broke down completely after that, with an ugly 48 on the back. How can a person hit so well, and then so poorly, within the span of about 90 minutes? Golf is an amazing, and amazingly frustrating, game.
  22. With Traylor patiently waiting for Texas or the A&M job to open, I bet he has his guys ready to play. Probably not enough talent to beat A&M, but I sure wouldn’t want to bet on A&M for that game.
  23. There is a reason they brought in Akina. They want to run more man to man. They have very good CB’s, and as Saban himself said about a year ago, championship teams must be able to regularly line ip and play man.
  24. With Akina coaching the secondary, I would think we would see some pretty big differences. He likes to play more man-to-man in general, and Texas has a lot of talent at CB this year. They should defend the pass really well, but I guess because of scheme updates they could bust a few assignments too.
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