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Vegas64

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Everything posted by Vegas64

  1. Hey, God bless. I mean, you are the American Dream that immigrants and natural born citizen alike dream.
  2. Spider-man Homecoming and Spider-man Far From Home, in anticipation of finally getting around to watching the latest one with the children. They didn't seem to age as well as I thought on a second viewing, a little boring and lame. Especially the Mysterio villain and storyline. Homecoming was much better.
  3. Also, for a bit of good-ish news? For the first time since 1976, US economic growth is expected to outpace China. Due to covid lockdowns, China’s GDP is only expected to grow 2% this year, while the US GDP is projected to grow 2.8%.
  4. Great post. Agree, it seems to cut both ways, and on top of what you said there is an apparent lagging or trailing indicator syndrome in that what we pump and dump in a bubble and/or pop the bubble today, we won't feel the full effect until X months later.
  5. A pull-back or recession is obviously coming, if not already here. From what I have read recently, though, is that a lot of this stuff is confidence-based and the more we repeat the doom-and-gloom, to the posters point about the news and media, the worse we are doing for ourselves as it becomes a bit of a fulfilling prophecy to a degree. As anyone else heard that theory or is it complete snake oil? I think the Target and Walmart earnings report of last week really got everyone scared and deeper into the recession is inevitable mindset, but I think we've all long known this was coming in the middle innings of the "inflation is transitory, no wait, it's not" days of a few months ago.
  6. Chitown had Henry freaking Kravis or some other capitalist vulture of that ilk pay him 8 figures. That is an anomaly and probably not a good example as it seems like it would be easy for fatty or anyone really to have a change of heart when you become a 20-millionaire overnight and all of the sudden you can dedicate your prime years to the highest of Maslov's heirarchy.
  7. @closetohumping 1) Depending on your industry and what you sell, for professional services, consulting, and strategic software (platform, 1st tier partner type software), I don't foresee a geo-based territory or accounts model. You see that more with more immature and emerging firms anyways, but once you reach a certain point, industry expertise and point of view is too valuable than having generalists who manage 18 different accounts across 8 different industries who know a little bit about everything but a lot about nothing. 2) Weird to hear there are still companies limiting or not letting their field sales travel. Travel has been full bore since Q4 of last year and in person events and trade shows are in full swing. I would personally like a break from the travel having been in NYC, Chicago, Denver, Dallas and Austin the past 3 weeks.
  8. Great value. Deal hunting season is here and it makes complete sense. Tons of M&A will happen in the next 6 to 12 months I think. Market seems to be reacting positively, which is interesting because Broadcom has a reputation for acquiring companies and then ruining them. To be fair, VMware had peaked anyways, IMO.
  9. Then he needs to be transitioned out to the pasture or front line coaching and we need someone who can rebound and play defense and contribute. Also my son told me that Dwight Powell had a 40 point game this year, which I find to be unbelievable, because this guy is nothing but mediocre every single time I've watched him. I almost vomited in my mouth when he did one average thing averagely, and the announcers starting praising him last night.
  10. Are you saying Brunson is Matthew Villanueva?
  11. It sucks, but when you have nobody who can rebound with the likes of a Looney, you give up way too many second and third (putrid) offensive chances. We need a big man. Doesn't have to be a Gobert, but even a Looney type. Someone who can play interior defense and get rebounds. It baffles me why we have Boban on the roster. You have to bring more to the table than just a goofy personality that juxtaposes with your size, right? I get he's a fan and teammate favorite because he's such a nice affable guy, but dang, can you play the actual sport of basketball to any degree that you can help us out here when we are getting killed on the boards by a 50 differential? He doesn't play except for the last 30 seconds of mop up duty. If the ostensible reason for him on the roster is because he is tall, why not use him when we need rebounds? With the way Klay was shooting and going 0 for 38, we should have been up 20, but they kept getting his rebounds on every brick it felt like.
  12. All playoffs the 3rd quarter is the make or break quarter.
  13. Where you been on the other thread? Did I miss something?
  14. Not sure if this is a Simone de Beauvoir or a Joel and Ethan Cohen bit.
  15. As inflation crimps profits and the Fed tightens the monetary screws, stocks continued their slide with no bottom in sight. A number of American corporate giants, including Walmart, Target, Bank of America, Charles Schwab, and Intel, hit 52-week lows yesterday.
  16. What happened after they did their 2 years at ACC? Were they just members Fresh and Soph year? I guess those are the best years to be active in a fraternity anyways.
  17. True but, also, convicted felons would be a super majority of democratic voters and I don't think that is even debatable by any serious person. The debate is not political with an eye to voter outcome though, the debate is ethical and moral obligation to citizens who have done their time and are free again.
  18. I guess that is as good as any of a summarized conclusion. I thought it was an interesting attempt to explain the "why" of how 1 out of 3 Americans are bought into this.
  19. Honestly, yes, an overwhelmingly majority of convicted felons would vote Democrat. That doesn't mean it's not morally or ethically the right thing to do.
  20. I want the Alligator Tecovas in a zip boot. I check every few weeks to see if they will drop one, but nope. They came out with a lizard. I have noticed in Texas that Tecovas has become a bro thing and I get like a dozen compliments every time I wear a pair in a professional setting.
  21. David Epstein, author of Range, has an interesting blog I follow and I like it because it's short. He brought up a good point about Replacement Theory in his latest, I'll copy and paste it below. Worth a read: Replacement theory is a fear-stoking ideology. I’m not particularly interested in discussing that claim further. But I do wonder if an actual understanding of demographics might make it harder for one to be radicalized around this particular “theory.” At the end of this sentence, please stop reading for a moment and estimate the percentage of the U.S. population that is composed of Muslims. Take at least a few seconds to think… Seriously, just guess; nobody’s grading you. Let’s say you meant to make the three-hour drive from New York City to Harrisburg, Pennsylvania (to check out the incredible Midtown Scholar Bookstore, naturally) and overshot by that magnitude, going 17 times the actual distance. You’d end up in Los Angeles. While we’re at it, what percentage of the American population is Black? Jewish? Make a guess! Again, you’re not getting graded, and according to a psychological finding known as the “generation effect,” you’ll better retain the correct information if you struggle to come up with your own answer first. Answers: I think people's awareness of the numerical context of their world has a major impact on, for example, what they’re afraid of, and how they view inequality. I’ve been in rooms of 0.1-percenters who talk about the 1% as if they’re someone else. On that note, the Ipsos study asked: “What percentage of total household wealth do you think the least wealthy 70% own?” Morning Brew (probably my favorite newsletter, alongside Eric Barker’s Barking Up the Wrong Tree) noted that replacement theory, “once a far-right fringe concept…has been increasingly cited on cable news.” According to a poll conducted in December by The Associated Press-NORC Center for Public Affairs Research, one in three American adults “believes an effort is underway to replace U.S.-born Americans with immigrants for electoral gains.” If there is such a plot afoot, it’s not going so well. According to data from the Census Bureau, immigrants make up a smaller percentage of the American population than they did in the late 19th century. Our values around not killing people obviously shouldn’t depend on how prevalent those people are. At the same time, I can’t help but wonder if these killers would be more resistant to radicalization if, while spelunking the internet, they became as curious about the numbers around them as they are about finding reasons to hate people. I think we should all strive to develop number sense for our world, especially because it’s so easy now to find basic data with a few seconds of search. Perhaps familiarizing young people with the numbers around them would also be a great thing to do in school, year after year. If you’re interested in improving your number sense, just spend a few minutes searching for a relevant number next time a news story intrigues you. Or just peruse the best website on the internet, Our World in Data. No need to be perfect with your number sense, but I think there is an urgent need to be curious.
  22. Read this today about the ESG stuff and I think Musk probably has a point that the ESG indicies are all pretty much subjective and good for PR and that's about it: This particular ESG index, which is controlled by the S&P Dow Jones Indices, ranks companies in the S&P 500 based on criteria like whether or not they release sustainability reports, use renewable energy, pay fair wages to their employees, have ethical supply chains, and have a diverse board of directors, among other metrics. During its annual rebalancing, the S&P said Tesla didn’t make the cut for inclusion this year. Margaret Dorn, the S&P’s head of ESG indices for North America, wrote in a blog post that Tesla lacked “low carbon strategy,” amassed complaints of poor working conditions and racial discrimination in its Fremont factory, and mishandled investigations into injuries and deaths involving the car’s Autopilot feature. As part of his barrage, Musk argued that electric-vehicle leader Tesla has done “more for the environment than any company ever!” while noting that Exxon Mobil, which literally extracts oil from the ground, was rated in the top 10 for ESG. And a growing number of ESG critics think Musk has a point, arguing that the climate pledges and disclosures measured by the index lack the teeth to do anything but get them on a fancy list. For example: JPMorgan, the largest lender to the fossil-fuel industry, remains on the index this year. Same with Amazon, which has had its own spats with the National Labor Relations Board. Even influential ESG proponents are questioning whether the approach has lived up to its principles. BlackRock, the largest asset manager in the world, said it won’t support as many climate disclosure proposals this year because most are pretty arbitrary.
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