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JimmyTwoTimes

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Everything posted by JimmyTwoTimes

  1. Average NFL RB career is slightly over 3 years. If you are a 4~5 star getting recruited by a Power 5, you are looking at your professional future. I think the math/analytics/whatever is more available to these kids and they are making decisions accordingly. It is what it is.
  2. My son played with a 4 star running back in high school in Houston, he committed to an SEC school in 2015 before his senior year. There was a noticeable dropoff in performance in his senior year, especially in a loss to a top 10 ranked school in the second round of the playoffs. With RBs tread life, it’s entirely possible that State U is telling all these guys to protect themselves senior year of HS. What do they have to gain? It’s the times we live in.
  3. OMG “let’s make lots of money” from the fucking hood ornament. Maybe save a few bucks, probably don’t. That’s not making money, commercial/song makes me want to puke. Sorry if this got discussed on much earlier pages, but fuck that commercial.
  4. I’m no Baylor fan, and their sordid past speaks for itself, but where did Scott Drew bury the bodies?
  5. Was a shame to waste George Muller beasting that game.
  6. Andrew Luck. Fun fact, he could play some basketball too.
  7. Joe Bastardi is the Shock Jock of mets. He could be correct of course. He has also called for epic cold winters for the past 20 years. If he gets its right, he gets to say “I told you guys”.
  8. Interesting. I’ve done 2 smokes with the kick ash and found the same thing, out of fuel early. Like the utility of the KA but thoughts on why less efficient?
  9. Ahhh the Garbage Gate. You could stagger back there from Abel’s in 30 seconds. Good times. Is that still around?
  10. I didn’t look through the first 2 pages, so pardon me if already mentioned. Mike Stonebreaker. The name is straight out of central casting for a LB.
  11. Noms for May 1 natural gas production are 88.4 bcf, likely to get revised a bit higher, averaged about 92 last month.
  12. your opinion is not currently reflected in ng m 1.80 for sure. Seems like a fantastic opportunity.
  13. 3 to 5 most likely in May in my opinion. But who knows. These declines will be offset by demand destruction and LNG cancellations throughout q2 and potentially q3. Really messy in the front of the curve but unquestionably supportive winter/2021. Problem is that it’s become a really crowded trade at this point. Lots of Doctor/dentist money in the natty now as well.
  14. I guess we are just arguing semantics of a “global commodity”. My view is that it is, now. PSA... running into producer hedging in 2021 at 2.50+... those lots will find their way to the front of the market at some point soon. Happy Gas Trading and good evening.
  15. Lol really? Look on your Bloomberg terminal at a prompt Ng1/ttf1 spread. They have followed each other like puppy dogs for months. That has corresponded with a steady increase in LNG exports as trains have come online. Is that some random walk? As for the associated gas drop. I have lurked on here a long time and very much appreciate your opinions Trey, but no way is production dropping to 80 any time soon. And the first tranche that drops will be the volumes being flared currently in the Bakken and Permian, over 1 bcfd.
  16. To classify NG as a regional or domestic commodity in 2020 is inaccurate. We require exports to balance supply/demand given current close to record high levels of production. That makes it global. Look at ng versus nbp/ttf/jkm on a chart. I don’t think we are disagreeing with each other except for that point. As for price...we’ve held multi year lows, which I guess is supportive. Balances in the near term, however, are a train wreck. Burns from power generation will have to remain at all time highs to keep the bottom in. Tough ask in the current state of affairs.
  17. NG is very much a global commodity, we export 8+ bcf/d at this point. And to discount the amount of LNG turnback due to global demand destruction, which is very real and was an issue even before the virus, could be very painful if you want to own the front end of the gas curve via some simple jack etf like UNG. Even the deferred contracts are becoming crowded, thanks to research being put out by the likes of Gold Man Sacks. I’m all for the bull story but it isn’t time to jump in now imo.
  18. Agreed. Really tough to see the southbound traffic on Durham.
  19. Arky RB Rakeem Boyd is a legit talent and a good kid. You might remember him from Last Chance U a few years back. Really hoping he has major success against his former team tomorrow.
  20. It’s so obvious MSU doesn’t want to be there, if this was a meaningful SEC game their level of play is upped 10x.
  21. How about a 4p sub-varsity game in Brenham on a Thursday ... Between junior and senior years, trips to Brenham, Waller, Tomball, and Magnolia in Houston rush hour traffic. A beating.
  22. Garbage Gate was just west of Abel’s, hell maybe it was a few blocks away, been a long time, not shining shoes anymore.
  23. Garden (Garbage} Gate anyone? Across the street from Abel’s late 80’s. Also SRD waiter, great great gig.
  24. The most bullish thing about NG at this point is positioning, CTAs are almost max short at this point. 3 out of 4 really loose misses on storage in the last month. It’s a pig. We’ll bounce, sure, but it will be of the dead cat variety.
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