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scramblyn

Certifiably Surly
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Everything posted by scramblyn

  1. I'll add this, I invest in BTC through an ETF. when I added that to my portfolio I was stopped dead in my sign up tracks and told by an automated notice that BTC was expressly contrary to my stated goals (it wasn't really but I checked some box below being the most aggressive in my choices). I had to consent to continue and then I had another warning pop-up that said I should be aware of extreme volatility in the BTC trade. it is what it is, if you believe the marcro (I do), then BTC should be part of your portfolio just like gold and silver should be as well for the reasons why investors flock to precious metals.
  2. I'm not a bull by any means, I have modest holdings and will be buying this decline soon not sure the entry point, catching a falling knife is hard. I don't think that analysis takes into consideration the long term sentiment by some really well regarded wall streeters on BTC, it doesn't take into consideration the early stage and growing adoption through ETFs and retirement plans, the basic supply and demand issues either. I read some analysis that the folks selling right now are new to the trade (last 3 years) and that there are still some very large investors that are just simply holding. there is fierce resistance around 98,000 and so it is very likely a new ATH is not coming soon. There are short term and mid term technical trade issues that may cause additional drops and keep it under that 98,000 number. There is also a lot of fear re BTC right now because of this recent drop (Warren Buffett's investing advice comes to mind), but the macro reasons to like BTC for a long term hold store of wealth, appreciating value, are all still there. btw none of that math looks terribly broken to me. you can still make over 3x your spend according to his math. he's also laughably wrong about mining being a contagion for a global economic collapse. the economic collapse if one is coming is due to currency issues, tariffs, soft labor market with inflationary pressure, and the AI funny math with the big chip makers financing their own revenue. But for miners and chip purchases, the high end, AI semi industry is what is driving half of all GDP growth but that also includes all the companies trying to create new AI products and services. We all know those companies - off the top of my head companies I've watched for AI related reasons (excluding hardware mfgs) - palantir, snowflake, confulent, datadog, databricks, meta, amazon, alphabet, microsoft, etc. etc. there's no reliable data out there but miners appear to account for 25% of all chip sales (which is low, mid and high end chips) but that's not the market driver, the high end AI GPUs are the drivers and I don't think the miners have anything close to a large share of the high end NVIDA and AMD chips. His cash is king comment is equally as funny. Yes that's true, but cash is eroding at a hideous rate right now if you think about the complacency among those who can have an impact on inflation. staying in cash is stupid. gold is up 53% this year. Silver is up 70% this year. Cash? purchasing power of cash has declined almost 3% and that's assuming inflation data is accurate. certainly one can invest cash in cash equivalents, yay, we made 1% this year on cash. Basically, he's kind of an idiot. Haters are always going to hate and they will be out in force right now, but nothing going on right now has an impact on the 5-10 year outlook and frankly the economic collapse that may occur should drive many to gold, silver, cash and BTC, not the other way around.
  3. that's a daming critique.
  4. If he’s neglecting his job for the bottle even a little bit then I want him gone. That shit snowballs.
  5. Oh it will get bumble fucked, that’s what we do. So until then we just party like it’s 1999.
  6. Get a grip, there is smoke everywhere she’s one of several that have said he’s got major personal issues going on and it’s starting to break and media is just now starting to poke around. Just because you don’t believe doesn’t mean it isn’t there. and before you start with the Nicole is an attention whatever you won’t stop either.
  7. bama is going to roll with DeBoer (pun intended) and they don't have half the resources we do. it's fucking mindblowing we hire these mid coaches and when the sure bets are available we are happy with our perpetual 5 year rebuild. give the guy a chance. our whole program is a drunk.
  8. 3 losses are actually kinda ok, but the team looks like dog shit and there IS smoke that some dereliction of duties is occurring as the reason for those 3 losses and not for a more stellar season (both portal and recruiting negligence and in season management negligence). THAT'S the problem, not the actual losses.
  9. same for you.
  10. Fucking people that don’t require an HR call is way different then neglecting your job because you’re too busy sucking off a vodka bottle.
  11. The portal and NIL with expanded staff positions make it easier because you can rebuild faster and correct recruiting busts and holes. I have no doubt urban would put the right staff in place to wreck shit in the portal and NIL.
  12. But the running game was fine against Georgia Steve-o told us so.
  13. that's the very definition of institutional hatred and rivalries making their way into the locker room. he's literally explaining to the team "we hate texas."
  14. She’s already explained her source is a BMD that she knows from a long time ago and her dad and this BMD etc etc
  15. It’s a dynamic system. Institutional motivation does make its way to the locker room.
  16. you underestimate the institutional hate Arkansas has for Texas. we didn't pass it along, but they did.
  17. no they just have to have a hate that burns hotter than 1000 suns and we need to walk on the field with some "we're Texas" bullshit attitude and BAM those pigs win. That is the exact formula each and every time Arkansas has beaten Texas, all 23 times they have won.
  18. I don’t remember Harrison ford having mar-a-lago face
  19. Actually it was 14-10 and he was scribbling on this white paper run run run, then he looked up and didn’t know why it was 28-10. ballgame (just after the OSK)
  20. Well it all started with a booger eating episode on national TV. Pretty easy for it to roll down hill fast from there.
  21. Roll on over to the this is who sark is, that seems to be where the kegger is at, this party is lame
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