
bullzak
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Was watching Gundlach yesterday. I know he talks his book like they all do but still worth a watch. He thinks there is some serious deleveraging in bond market and we go lower. He thought equities 4500. I could see that easily. Overdue for recession and we are in midst of federal belt tightening (?). Powell isn’t going to rescue anybody right now. Stocks still rich. Don’t think this is over yet but certainly not a calamity.
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Great and relevant question. I haven’t dug in detail but also interested in what is replacing what and what kind of duration Treasury has in mind for new issues. Of course the market dictates. Chaos creates a flight to safety driving down treasury yields and finance costs across the board. I maintain that is the “logic” of what the administration is trying to do. I also get the substantial downside potential of bullying people into line. Lotta in lotta outs… But net is that 10 year now has a 3 handle and that is a big deal. People need to listen to Bessent. I don’t think he is being coy about intent.
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He's a fucking crypto bro. Definitely the guy who's opinion we should trust on financial deals. in general I agree but he’s basically echoing Bessent. Don’t love tariffs but I do think the main intent is drive down 10 year to roll 10 trillion in treasuries at a lower rate. The numbers are material. I would argue stock market is still a little rich even now. Latest SPX earnings yield is still lower than 10 year. You aren’t getting paid enough to take on risk and it’s been that way for a while.
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I hope it's someone we don't know. Otherwise feels kinda trite like everything cycles through that ER. I think it's a better theme if we see that sometimes really random terrible shit happens and people have to find a way through it. Helluva show and I don't really like hospital dramas. Can't imagine the staging it takes to shoot all that.
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UT's next basketball coach - discussion/debate [Sean Miller Hired]
bullzak replied to alphahorn's topic in Basketball
Our fans want us to hire Pitino or Self circa 1995. For every one of those there are 20 flameouts that schools reached for. Texas will do enough in NIL to put a Sweet Sixteen caliber team on floor most years. Personally I’m looking forward to some semblance of a clue on offense. Should at least expect that. I’m pretty gruntled honestly. -
Tariffs are getting headlines but the elephant in the room is the need to refinance $10 trillion in treasuries in next 12 months. The administration wants to drive interest rates as low as possible and the stock market is acceptable collateral damage in short run. Got to drop inflation and/or cause a flight to safety to drop those yields. If Congress could stop spending 3 trillion a year more than we make that would be really neat too. At this point pretty good argument stocks still too rich when SPX earnings yield is even with 10 year. Something has to give here. Sure wouldn’t make any rich bets either way right now.
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One of the true shitheads in a profession full of them. Brian Kelly level.
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Eh, this is a fun show. It's set in a world most Texans know a little bit and nobody in their right mind would ever set something in a god forsaken shithole like Midland and environs. BBT makes it. Im going to get irritated when Hamms character croaks and Demi Moore becomes the smartest person in the history of the oil patch with zero experience. They aren't paying her that money to mope around in a hospital room. Think Beth Dutton Redux. Fuck it I will still watch because look what else is out there. Five more shows about the Mendendez Brothers?
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Texas Recruiting Notes 2025: Duck Around and Find Out
bullzak replied to texifornia's topic in 🤫$9.95🤫
That's neat Ketch but those losers aren't our competition right now. What did Georgia do? -
Transfer Cycle 2024-2025 - Handjob Helobious Is the Man!
bullzak replied to closetojumping's topic in 🤫$9.95🤫
The biggest impact on roster stability is some sort of speed bumps on transfers and portal. Not sure if that’s possible but the current state isn’t sustainable. Aside from the money coaching is year round with so much effort going into keeping what you already have. And 5 years you gotta go get a real job Mr. Rising. -
Transfer Cycle 2024-2025 - Handjob Helobious Is the Man!
bullzak replied to closetojumping's topic in 🤫$9.95🤫
The first to break that under the table would be our mouth breathing conference rivals and Texas would be right back where we were 5 years ago.- 8202 replies
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Texas Recruiting Notes 2025: Duck Around and Find Out
bullzak replied to texifornia's topic in 🤫$9.95🤫
Injuries have hammered the RB room last two years. If we have Brooks all last year and Baxter all this year we might already have a title. Love our guys but not a lot of tackles broken this year. OL sure looks good when you don’t have to block everything perfectly. Very interested to see if Gibson can emerge. Sure looks the part at times. -
Sark wants to be able to run power but we don’t have the guys at RB this year to run it. Put Baxter or J Brooks at RB we probably run the table. Really tough to throw from the 1. It sucks but we have to settle for being the second best team in the country. Lost to an absolutely loaded OSU team that was nuclear coming into it.
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Upper deck end zone when Sweed caught the dagger. Everything happened in that end zone. OSU tight end dropped pass, the safety etc. Was walking down high street when these punks were accosting the Texas grandmas. By far the worst fanbase ever. Got a lot of OSU buddies trying to talk me into Columbus next year but I’m out. Don’t need that shit for a fucking football game. I have won enough on my own so don’t need to live vicariously through my team before I go back to work at the loading dock. Fuck those losers.
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Problem with NFL is if your GM saddles you with a crappy QB you’re gonna suck. At least in college with the portal you can upgrade immediately
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