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babysdaddy

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Everything posted by babysdaddy

  1. babysdaddy
    Rule of thumb for me is if I'm playing multiple rounds, I bring my own or ship them, if it's a one round deal and not at a bucket list course then I'll rent
  2. babysdaddy
    steaming yet or nah?
  3. babysdaddy
    I'm not a huge fan of Raphael however if Georgia votes in Herschel over him it will be embarrassing to the institution.
  4. babysdaddy
    Cam won $2.5mm today, about $1.5 mm less than Brenden Grace won at that abortion in Portland
  5. babysdaddy
    Desantis or Younkin for Rs Newsom, Abrams or Polis for Ds
  6. babysdaddy
    He is going to shitpost is way to the Senate. Geno's is fucking gross.
  7. babysdaddy
    I'm not saying he's right or wrong, but he's given a few pieces of info that help other posers understand where he's coming from. He's an early 30's tech bro whose Dad lost his shit in Worldcom. No poster is going to change his mind given his real world experiences.
  8. babysdaddy
    I'm long oil, both direct royalties and equities, and have been for a few years now. And I know (for sure) we have a structural supply issue globally, regardless of Russian crude, but fuck. I keep having nightmares of Twain's quote "It ain't what you don't know that gets you into trouble. It's the things you know for sure that just ain't so."
  9. babysdaddy
    I looked at florida. There was (still is) some wishcasting by some folks that enough Republican florida voters would die that it would be back in play for Dems. I broke down age and race deaths and then allocated those numbers based on registered R vs D by same metrics and it didn't make a difference.
  10. babysdaddy
    I did some back of the napkin math and posted it somewhere on this board a year or so ago. It was not going to move the needle one way or the other from an election standpoint.
  11. babysdaddy
    Glad he can tweet because he apparently hasn't regained his ability to speak clearly. Took my father in law about 7 months post his stroke to start speaking clearly again.
  12. babysdaddy
    I've seen other folks here reference Zeihan. Populations across the developed world have reached their inflection point where they are no longer growing and will be shrinking. China's population will be half of what it currently is by 2050.
  13. babysdaddy
    Shut down the plants under the guise of Environmental regs and you lower nat gas prices for domestic consumers (America first?) but assfuck our allies and boost Russian income to finance their war. Real lose lose choice for the administration.
  14. babysdaddy
    I don't get that reference and it makes me sad. Guys is always talking his book but he's no dummy. Thread is relevant. Real GDP may decline a bit given inflation numbers but nominally we are going through the roof. Debt to GDP going to be close to 100% by 9/30, mainly given deficit spending is below last year (no stimmy) and nominal growth. We measure everything in Real (https://www.bea.gov/news/2022/gross-domestic-product-third-estimate-gdp-industry-and-corporate-profits-revised-first) however nominal is continuing to increase which is part of Ackman's point (https://fred.stlouisfed.org/series/GDP)
  15. babysdaddy
    I'm really confused by this move. What kind of fucking clown show Klain running? Biden's approval is going to drop into the 20s once the hardcore Dems feel comfortable that disapproving of Biden does not mean you support Trump or wanted him elected.
  16. babysdaddy
    That delta shit fuckedme up one time. Much prefer the real stuff
  17. babysdaddy
    month over month, yes, but yoy these readings are replacing June 2021 when wti and nat gas were at 75 and 3.60, respectively.
  18. babysdaddy
    is your friend just trolling you? Junior? Benny Johnson?
  19. babysdaddy
    Do we have posters white knighting for Jimmy fucking Carter in the whatabouttrump 2022 thread?
  20. babysdaddy
  21. babysdaddy
    Whipsawed into deflation and then massive cutting of rates and stimulus which eventually kicks equities to the moon? Better to own unlevered tangible assets
  22. babysdaddy
    Trying to avoid the troll thread with this news.
  23. babysdaddy
    This is going to be painful
  24. babysdaddy
    deal
  25. babysdaddy
    Definitional incel loser.

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