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Bozo_Casanova

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Everything posted by Bozo_Casanova

  1. And elevating burger/fries.
  2. APD had them working in shifts!
  3. Can you imagine how bad it is to work for the Mavs doing social media, ticket sales, sponsorship or any part of the operation right now? They probably had a town hall a couple weeks ago and told people things would start getting better and instead they have gotten that much worse. The anger is more intense, everyone gives you shit, and you aren’t making any money. It’s a death spiral type situation.
  4. That’s fine, but I’m not arguing with the analyses or the math, which say correlation varies with specifics and rises and falls based on a number of factors, and at the very least those factors are related, which is problematic w/r/t diversification. And they also say you can have protection of principal, or present value, but not both. But I do agree that the conventional wisdom is that bonds are diversifying to equities and a lot of people do take it for granted.
  5. I’m not sure that’s true. It’s only diversifying to the extent that the return isn’t correlated to the other assets in the portfolio, which depends on the specifics.
  6. I should have put my question more precisely. I understand the theory and practice involved. I was really asking what specific functions they are serving in his portfolio, and how well is that working out. The reason I ask is that I think the bolded above is a truism of the investment industry that is only sort of true, and depends a lot on the specifics of implementation. You said it yourself/ you didn’t invest until interest rates spiked in 2022, which is when correlation peaked. Im not bashing bonds. I’m questioning their value as a portfolio diversifier.
  7. They don’t even have a code of ethics. The Buda Planning and Zoning Commission is more bound to conduct itself subject to the law than the Supreme Court.
  8. I agree with that, but Trump’s supporters suport him because he acts like he wins. Just pause for a moment and imagine how Trump would have been eviscerated by Reagan, Obama, Bill Clinton, Biden in his prime, or even W? And it wouldn’t have been because they were bigger liars, or because of policy or any of that. They would have made him the butt of the joke constantly, jammed him up until he popped, and made him look weak. Among many other things, Democrats need to change their style. That’s why I said their best play for this ridiculous speech was to just sit there, roll their eyes, and laugh out lough at the stupid parts.
  9. I believe the end game of all of this is to undermine the global role of the dollar.
  10. Of course I do. But it’s not impenetrable yet. Democrats can still get on Twitter, Fox, Rogan, etc. And of course one of you will say the deck is stacked against them, and of course it is. But asymmetry is interesting and comes with its own set of advantages.
  11. We aren’t there yet, come on.
  12. He’s so bad.
  13. Nope. The resolution passed because what the voters cared about was their problems and developing a clear and immediate sense of who was on their side. Getting them to support the resolution was just a question of aligning to those things. The policy, if you can call it that, was just the outcome.
  14. This is another symptom- Democrats aren’t held by it. They just choose to play by the rules of a media ecosystem as they were in 2008. We no longer live in that world. Democrats are free to do other things and make their own weather. They just don’t, for some reason.
  15. Of course you can, that’s ridiculous. Trump’s voters generally know he lies all the time and probably half of them dislike it. They vote for him in spite of it, not because of it.
  16. @TwiceHorn has assured me that the first duty of a lawyer is to their client and that the legal profession is definitely NOT in an ethical crisis, so everything’s jake!
  17. Hmm. Well most of them are one-offs, but in terms of degree of difficulty I was pretty proud of convincing 97% of the mostly baby boomer and older attendees of a neighborhood association meeting to support a resolution to ask the Austin city council to upzone their own neighborhood, despite opponents of the resolution stacking the room with ringers and lying about what the resolution said. Not many examples of that…
  18. Lie about policies? What on earth? They should almost never even talk about policies. I don’t see how I can be more clear here.
  19. No, but holding a majority coalition in such contempt and disdain is also symptomatic of why Democrats lose.
  20. The more closed a loop is, the more quickly it collapses and fragile it becomes. Democrats need to focus their energies on infecting and coopting the GOP propaganda apparatus, an equivalent apparatus would just make things worse and efforts to that purpose are wasted.
  21. Nope. I’m advocating that they get good at marketing, which I’ve been saying consistently on these boards for 20+ years. To equate being good at marketing with deception is a category error and symptomatic of how lost Democrats are right now.
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