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Storm the Field

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Everything posted by Storm the Field

  1. Fangraphs projections have Astros going 89-73. Tied with NYY for best record in AL, just behind ATL (93-69) and SDP (91-71) in the majors. Interestingly, they have a dead heat between LAA, TEX, and SEA for 2nd in the AL West. All projected at either 83-79 or 82-80. OAK projected to be the worst team in the AL at 68-94. 538 has us tied with ATL for 2nd best record in MLB at 93-69. Only LAD ahead of us at 94-68. They give us the best odds of any team at winning our division. I'm going with 94-68 and we win AL West by 8+. Hope to be as wrong as I was last year when I underbid by 14 (92-70 vs 106-56).
  2. Live prices plummeting lately. Buddy of mine had a big boil on Saturday. Our crawfish supplier originally quoted him $2.50/lb, only ended up charging $2/lb when he actually met him to deliver that morning. I just checked in with him to get a sack for a small boil this weekend. Now just charging a flat $50/sack for mediums. That comes out to about $1.50/lb.
  3. Keep a pistol in my bedside table in case of a break in at night. Don't wanna be fumbling with the gun safe in an emergency. Put it up whenever maid comes or children will be at my house. Other guns stay locked up until needed for skeet shoots/hunting trips. I only take the pistol with me in my truck on rare occasions (driving through the hood to the dump, popping into the corner store after dark). Never every carry on my person.
  4. Some new gameplay footage from Tears of the Kingdom out yesterday.
  5. SIAP, but some details were released today on Crane's plan to eventually open up a Ballpark Entertainment District near MMP. Likely going up across Texas, on the site where the BUS and Home Plate used to be. 2027 at the earliest. https://www.bizjournals.com/houston/news/2023/03/24/houston-astros-downtown-entertainment-center.html
  6. Have some clients in the Haynesville. Some are definitely scaling back their rig schedules (from what they were planning 6 months ago), if not pausing entirely. Some are just drilling what DUC's they need to keep leases alive. They've been operating under low natty prices for years, so play it conservatively regardless.
  7. Very briefly got back to $71 today, but retreated back to a few pennies shy of $70 after Fed.
  8. You can always buy straight from the source: https://www.petermillar.com/mlb/american-league/houston-astros
  9. Good ol FOMC Day roller coaster. Markets bounced a bit right after the 25 bps announcement, dove when Powell started talking, recovered back to slightly positive towards the 2nd half of his speech, and then puked into the close afterwards.
  10. Wife got me a Peter Millar Astros pullover for Xmas. It's easily one of my favorite items of clothing. Wear it to work probably once a week. Only thing that sucks is its too warm to wear the vast majority of baseball season. Oh well.
  11. I don't think this really makes me "surly", more I just don't get it. I've noticed more and more over the last few years, every time I park in a large parking lot, especially at the grocery store, I look around as I'm walking and notice about 1/3 of the parked vehicles have someone sitting in them, fucking with their phones or napping or something. Is this Uber/Doordash drivers just killing time until next trip? Couples with a single vehicle between them and one doesn't want to go in? Marginally homeless?
  12. (Turning into my old man): Any person that drops $450 on an "authentic" gold jersey forfeits the right to complain about money ever again.
  13. Port Arthur LNG was officially greenlit yesterday. https://www.sempra.com/sempra-launches-port-arthur-lng-project
  14. Digging the current extended forecast for the next 2 weeks. Long stretch of days with highs in the low 80's, lows in the high 50's or low 60's. This is what late March is supposed to feel like.
  15. Back in my bar-going days 10-15 years ago, an all-too-common sight was the 45+ year old guys wearing douche jeans, Ed Hardy shirts, spiked hair...etc. Bruh, you're not fooling anyone.
  16. Canada CPI for February came in light, despite a pause in rate hikes: MOM +0.4% vs 0.5% estimate YOY dropped from 5.9% to 5.2% vs. estimated 5.4%.
  17. Not an ideal Spring to be honest. Altuve out indefinitely. LMJ and Brantley not close to playing yet. Yordan sat out almost all of ST and may not be ready for Opening Day.
  18. Sounds like Yordan may get into a game sometime this week.
  19. Release date finally announced for Season 2 of Sweet Tooth.
  20. February PPI comes in very soft. MOM: -0.1% vs 0.3% estimate. YOY: 4.6% vs. 5.4% estimate.
  21. Cats knock off TCU in San Marcos. Jose Gonzalez continues to impress. Now hitting .407 with 1.417 OPS on the season. 7 HR, 27 RBI in 16 games.
  22. I thought so as well, compared to other recent deals, at least on a simple $/acre metric. Haven't done a deep dive to see how much actual daily production involved. Marathon's deal to buy Ensign's EF acreage was $3B cash for 130K acres. Baytex's deal to buy Ranger's EF acreage was $2.5B cash (plus $650M debt assumption) for 162K acres. Ineos Chesapeake was $1.4B cash for 172K acres.
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