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babysdaddy

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Everything posted by babysdaddy

  1. The guy that I've read a lot from on the bill is Liam Donovan and Burgess Everett. They don't seem to be partisan to me. The main thing in the bill that I'm not a very big fan of is the additional $80 billion or so to the IRS. They aren't just going after rich folks with that kinda fire power. I also do not like that it changes depreciation rules for capital investment. You'd think the government would want to encourage more investment rather than punish. It's going to pass, too. The Senior Senator from Arizona will get what she wants and it will pass. Manchin gets his pipeline finished which can unfuck natgas prices. Intention is to migrate the country to more renewables while supporting traditional hydrocarbons, which is the rational approach. We will see. As for the thing actually reducing inflation, I'll take the opposite because government.
  2. there are only two ways to look at that production 'increase'. It's either a 'fuck you' to Biden or an admission they have no additional capacity.
  3. What is the typical prognosis of someone gets it? Scabby and sick for a week and then immune? Long term disease problems? What?
  4. Right, HF long term holds would be 12 months. PE 3-5 years so def for them no big deal. And VC is longer than that. Anyhow, she’s going to get whatever she wants (within reason) and vote yes
  5. I don't think any hedge fund is qualifying for carried interest any longer. the 3 year holding period took that away in the 2017 tax bill.
  6. https://www.politico.com/minutes/congress/08-3-2022/sinemas-ask/ she's kinda important to the inflation reduction act passing.
  7. Did you see the pic of her in a bathing suit? More like Nancy Pelosi (DD), amirite?
  8. Fetterman going to shitpost his way to the Senate. That seat is replacing Toomey (R) so that one would shift 51/49. Swing states and (current), Arizona (D), Nevada (D), Georgia (D), Pennsylvania (R), North Carolina (R), Wisky (R), Florida (R), Ohio (R), New Hampshire (D), Colorado (D). The only ones that look like a possible change are NV, Georgia, Penn, and Ohio maybe? It's going to be 50/50 or 51/49 (either way) I think.
  9. As soon as China came out saying there will be repercussions, she had no choice but to go. Fuck them
  10. I just read about hereditary angiodema and I'm sorry you have to deal with that shit.
  11. Lewis also said “the 4% of men that don’t have sex with men only sucked that 1 dick one time and they’re totally straight now”
  12. Inflation reduction act (lol) seems like Manchin has totally redeemed hisself. Schumer McConnelled McConnell. Is that competent behavior out of the Dems?
  13. https://thehill.com/blogs/blog-briefing-room/3578275-kavanaugh-suspect-said-he-wanted-to-kill-more-supreme-court-justices-officials-say/
  14. Joe tested negative today for Covid. That should end the pandemic.
  15. I actually don't know what the attempt was I just know they started jawboning a week before the Q2 number is revealed that 'ashkuallly, technically a recession is not 2 negative gdp quarters'. My brain immediately turns off when yellen et al start trying to redefine or clarify something.
  16. Watching muschamp and thinking about our oline fuckin mauling some punk that hits our qb is mailing me moist. Football is close
  17. This is a weird recession, if we are in one (using the 2 consecutive neg GDP quarters...the fucking balls to try and change the way we've defined if for 80 years is something else, but I digress). Cyclical sectors are not out of range and most are close to historical averages, meaning we aren't seeing blow outs and then declines following. residential investment as a % of GDP is slightly above average, light vehicle sales are below their average, and business fixed investment as a % of GDP is just slightly above its average. Job market is still tight. Layoffs are at 22 year lows, ratio of job openings to seekers is 2, which is historically high. Debt service ratio is currently around 9.5% which is an effective all time low when excluding the pandemic relate ratios once all the stimulus was out there. The amount of people traveling is off the charts and its all leisure. The consumer may chill in the fall but right now they are acting like they won the lottery. I've written this before but nominally GDP is growing rapidly and our debt to GDP ratio will be reducing to 100% around 9/30. Inflation is the backdoor way the government de-levers. All those fucks (#bothsides) are getting what they want.
  18. He looks like the West Virginia mascot
  19. Here is the current Board of the OWGR that will approve or not. Jay will recuse. The others will kill it. No majors available unless you qualify from a previous victory. PGA Tour commissioner Jay Monahan, DP World Tour CEO Keith Pelley, USGA CEO Mike Whan, R&A CEO Martin Slumbers, PGA of America executive director Seth Waugh, Augusta National Golf Club executive director Will Jones and Keith Waters, who represents the International Federation of PGA Tours.
  20. No idea. Certainly part of it is that but to get that low amongst typical dem voters is fucking crazy. Maybe they focused on Cubans for polling?
  21. Hispanics with 70% disapproval. I'm sure there is something wrong with Quinnipiac but holy fuck
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