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LCHorn

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Everything posted by LCHorn

  1. Scott Galloway says Bitcoin investment is a bit of a “fuck you” from Gen Z to the previous generations homeowners, 401-k investors, Vanguard account holders, etc. He describes it as an act of rebellion against the wealth hoarders. If that’s true, I’m not sure why they’d be any more likely to sell than any other market participant.
  2. Your post got me digging into my old boss' blog (he runs a $1b+ in loan production mortgage bank in CA) to see if he mentions her because he's, at a minimum, sympathetic to the macro argument behind crypto. In January 2023 he wrote about her favoring bank stocks. I didn't take a look that far back, but just out of curiosity I looked at Chase last 12 months (up 31%), WF (up 26%). Citi is up 22%. B of A is a bit of a laggard and is up 4%. S&P is up 12.35% as a benchmark. I'm cherry picking the big ones, but I'm also a little dumb-founded that a bank like Chase should be valued so much more today than last June.
  3. Even better, he can marry Nicole Shanahan and not have to sweet talk Usha that all of the bullshit is just playing to the MAGA rubes and he'll govern for everyone as POTUS.
  4. It doesn't take a lot of imagination to see 2028 candidate Vance using his young family as props in a race against whoever the Dems might nominate and make the middle class economic stress a huge part of his campaign (in other words, seize territory normally considered home court for Dems, very much like Trump did with promising to protect social security).
  5. Yeah, I disagree. Far more money to be made as a member of the MAGA media ecosystem. They basically have a media company built for Goldwater Republicans and that's an increasingly small piece of the listening audience (also, OLD!).
  6. I mean, add them to the long list of people who set their voting priorities by something different from what we might presume they should be. I do think the bitter gay ex-Republican faction, however minute it might be, is my favorite. I know a couple personally and they are far more fun socially than my died in the wool Dem friends.
  7. Well, he has been impeached twice, convicted on 34 separate charges for fasifying business documents, lost a civil trial resulting in $83m in damages, lost an election as an incumbent, his family name is toxic by at least 50% of the country, etc. I think there’s been ample accountability, rather; he had one very narrow way out of bankruptcy and possible jail time and somehow managed through it despite very, very clear character flaws. We’ll probably all acknowledge how remarkable it was if we live through it.
  8. Tim Miller doesn’t call himself a Democrat but pretty completely repudiates all of the positions he previously held as a Republican (or rather, mocks them). I think they are more interested in taking down the Emperor than figuring out where they lie currently on a left-right spectrum, and I’m fine with that.
  9. Looks like the batting practice was actually whatever Ort and Whitley were throwing.
  10. Hahaha, that’s awesome. No fucks given. I relish the rest of the GOP attempting to pattern their communication after Trump because that shit only works for him alone.
  11. Phantom Thread might be one or two for me. I love that ending so hard.
  12. I guess if you go far enough to the right or the left you truly do come out the other side… The party? You mean a few consultants started asking for money and Politico decided to make an article about it?
  13. I think it’s Quantumania for me. CA is just inert.
  14. Is he a pretender because you don’t like him or something? What the fuck? She can’t even win over the other committee Dems on oversight. You’re a purity test progressive over winning elections, I take it?
  15. Forrest Whitely is the super hot girl that, from time to time, gets black out drunk and cheats on you. You gave her a pass previously because she was embarrassed about it, but now you’ve been together for seven years and you’re still wondering why she has the self-control of a toddler who just discovered cotton candy.
  16. Me, too. We’re going to end up trading him to Tampa for someone like Joe Boyle because he has experience starting (even though he was terrible) and Brown is still pissed that Anthopoulos wouldn’t let him draft him with the Braves. He becomes Zobrist 2.0 on a cheap deal for the next 5 years with a couple of all-star appearances.
  17. Scott Galloway probably stole this joke, but he calls Harvard a hedge fund that happens to own a university.
  18. I don’t really know what 2022 has to do with your disregard for soft power.
  19. That shit doesn’t matter anymore unless the goal is to have an empire of ashes in a military escalation with China. Everyone else is better persuaded with diplomacy or isolated as a pariah state. There’s a very good article in The Atlantic today about Ukrainian advances in drone tech and how that underscores the vast new frontier in war fighting. I’m sure there’s still a place for carrier groups but it’s not going to look like it did even a couple of years ago. They are just way too expensive and vulnerable to act as a command asset in contested battle spaces. That said, aren’t you MAGA? It would be typical for one of the ‘Merica first myopics to overestimate our own martial capacity because you’ve been told falsely that we’re the biggest swinging dick on the planet and that China somehow ignored over 20 years of futility in trying to subdue a bunch of unemployed sheep herders.
  20. FWIW, we are exploring Czech (easier) and German (far more of a challenge) citizenship so we have an exit strategy to any EU country. I’m not eager to leave, by any means, and still love Texas. That said, we are clearly going backwards from a good governance perspective and I’m not really seeing elites from either side show any willingness to address core cultural and little d democratic issues that might help steer us out of the nose dive.
  21. I was thinking more that professed Christian Tim Dunn would be a good candidate to offer the kind of compassionate support to the most needy that Jesus Christ himself commanded in John 15:12.
  22. Buy them a bus ticket to Midland.
  23. I agree with you in regards to the experience, but I’m in the underwhelmed camp by the food and I’ve been four times (it’s a good day trip for when we’re hosting out of towners). For me, the brisket doesn’t stand out and that’s my main protein. Pork ribs were also just kind of okay. I think their chicken is their best meat and it always sells out too fast. On another note, I did have Mum for the first time this weekend at the Mueller Farmer‘s market and their brisket was on point (their pastrami was also a highlight).
  24. Huh? She looks terrific for 43. Not everyone ages like frozen in time Beckinsale.
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