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Rex Kramer

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Everything posted by Rex Kramer

  1. Coming in via Surlyhorns. I don’t distinguish between monthly / yearly dues and where the money goes. Maybe I should? I guess I don’t understand your distinction. Is there another “sub” that goes to Surly’s deposit account and not NIL?
  2. The economy is considerably better than it has been in many years since the Shag started. Including last year, ‘21 and certainly ‘20. It’s been said before, but the nature and dominance of the CR hard left lean is the primary reason for your difficulty with fund raising.
  3. Yep. Would rather have it, but Utah is gonna have to beat LAC at Staples and then Rockets have to beat them at Staples for us to have a chance. We are, by far, the hotter team, which I’ll take over any 1-game HC advantage.
  4. Funny, because since ‘08, I’ve lurked in your mom’s vagina.
  5. Tend to agree it’s over, but Luka’s odds have gone up sharply. It makes zero sense why Jokic gets it. What is hurting Luka is his sidekick is a top 10 player and Murray is not even close.
  6. Hes a massive favorite. I cannot imagine voting for Jokic over Luka. It’s a no brainer
  7. There is no gain and we aren't getting the 4th seed. LAC has home games against the hapless Jazz and sputtering Rockets. I'd keep the pedal down for reps and continuity into playoffs, but not press the issue unless LAC loses to Jazz tomorrow. LD and Ky don't need 36 minutes like last night.
  8. https://www.hartenergy.com/exclusives/unapologetic-barclays-restarts-ep-coverage-world-needs-oil-and-gas-208776?utm_source=morning-rush&utm_medium=email&utm_content=deck&mkt_tok=NDMzLU9ESy04ODkAAAGSa8j1sQmjyyAEKAE5yZtMIJc3RGbleb9Aruo970idanSyRVtI2CAxZ_8cn3zgCmXDSuPB9dN6bCxtZkWFkdziYLeHAHskz77PFifQ1NTV8VkATQ
  9. I thought Ky was a major risk that could work out beautifully. I thought it was a disaster after last season and at that point it was. I thought the PJ / Gafford trades were no brainers. I still never could’ve imagined how quickly it’d all come together, to the point where we go 16-2 down the most crucial stretch of the season and really look like we could make a deep run. I’m not scared of really anyone except the Celtics and this team doesn’t appear to be either. Edit to add I think we stole PJ and Gafford. Two instrumental pieces that average 53 starter minutes, 23 ppg, 13.5 rpg (MUCH needed), and 3 bpg (huge). And we gave up nothing immediate and probably nothing in the mid term. They have totally freed up Luka and Kyrie to be their best selves.
  10. He sure has rehabbed his image here. Bold move by Cuban and Nico, and I don’t know where we’d be without him. Him, Gafford, PJ, Exum and DJJ have been absolute crucial pickups in the last 14 months. This team is so much fun, and all of these guys are playing key roles. Need Lively to come back healthy for playoffs.
  11. Autocorrect. It’s either mmbtu or mcf. Mmcf is entirely too cheap. The metric is per thousand cubic feet - not million.
  12. $20/MCR is REALLY fucking cheap. Not Art. But a lot of my thinking is shaped by Goehring & Rozencwajg. Anyone here attend the Dallas Fed guy talk today at Haynes Boone’s office?
  13. I distinctly remember early Shag making fun of HF posters. It went on for the first few years.
  14. Well Euro gas was trading at $30 not too long ago. It’s very depressed right now because of their warm winters and is still like $8. Are you sure it’s economic in Poland? If so, I presume the Pols would be ecstatic to help fund infrastructure and maybe even neighboring states like Germany. Correct. The public does not realize it. I’ve been shouting it since I’ve returned and may have been doing so when I left in ‘21.
  15. It’s basic but I’ve seen a lot on here that suggests a lot of posters don’t know this. He asked a very good question about international shale. I didn’t know. Grimas had a very good informative response about lack of private mineral ownership abroad, and Cycle added to it. Hook Em Cycle. Fuck these haters.
  16. I’d love for you to link last guesses. Please. EIA has admitted this, so yeah, they’ve already told us. Im not sure Biden is getting 4 more years but my point is, I doubt he has opportunities sub $95. I actually hope Biden does get 4 more years. Yes, yes, and okay.
  17. 1. Yes, and no it’s not reflected in futures. People do not understand this, and, they tremendously overestimate the potential for future decline in demand. 2. Good question. I had this conversation the other day with a guy who holds a lot of Pioneer and doesn’t know if he’ll keep XOM. I can’t see how XOM possibly increases Permian production, but Pioneer could. 3. Most of them. The industry isn’t going anywhere. Volumes will slowly decline domestically. We are in need of another technological breakthrough and I don’t know where it’ll come from. Probably internationally, the Gulf and Alaska.
  18. Selling so much that you can only replace 16% of it is incredibly stupid for a “Strategic” reserve. Our output hasn’t made any record as it’s 800,000 or so bopd overstated, and, it’s declining. He thinks there will be another opportunity to fill it back at a more advantageous price during his POTUS, and he’s 100% wrong. No idea what your point is on OPEC.
  19. I won’t have this discussion because you’re incapable of seeing the stupidity of what Biden did and continues to do, or you just won’t admit it.
  20. I wonder if ABC will provide regional coverage in Bandera.
  21. Most presidents, except for the last two morons, don’t release our strategic supply, the second one in the midst of a large geographical conflict and continuing into another. Judging by your insincere laugh rep I suspect you believe there will be another opportunity to refill the other 85% they released as a political stunt at prices lower than they are now. That’s very naive on multiple levels.
  22. They don’t understand price and what they’re dealing with. They’re too naive.
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