Wulaw Horn

What’s the loan amount, appraised value and credit score?

It would take him 387 pitches to get through 9.

Yeah- you weren't wrong when you said coin flip. 100 was best case scenario between now and the end of the year and that looks like what we are going to get- that wasn't fully priced in so sort of odd- but yeah- better days ahead I highly suspect.

And looks like the market closes down 14 for the day. It managed to briefly get into the green for like 5 minutes with a high at 7 bips up. Lenders re-pricing for the worse. I must say- I didn't have market worsening and breaking through technical support after getting a 50 bip cut from the feds on my bingo card for the day. Can't imagine how ugly it would have been if we only got 25 bips. Oh well, didn't have to happen today- but it will happen I'm sure going forward. Doesn't make any sense not to as that's where all the data, history and now government policy points to.

How you feel about Habib over the last year would be 180 degrees different if the BLS hadn't reported a fake 850k jobs and the market wouldn't have reacted to the headline number and ignored the revisions. That really messed us up.

25 in November, 25 in december Thanks Gabe

Eh- you know a lot. You are one of the most knowledgeable posters on things economic on this site. I just eat, drink and sleep this particular subset of economics b/c it's my job. The media sucks at financial reporting so most of the headline shit is utter nonsense.

we were at - 17 bips the minute before it was released. Will be interesting to see what the swing is between now and the end of the day. I'm betting 30 points better to end the day (so finish plus 13). We shall see.

Anyone else feel like throwing up now with 11 minutes to go before the fed announcement? This is like me watching Texas v OU but if I had about a $50k bet on the game right now. I don't know if I'm going to make it.... I'm in a glass cage of emotions.

Yep. But more sellers than buyers this morning- as people taking profits from good move higher the last couple weeks/month.

Market down 10 points this morning in mbs. After everyone got groggy and 67% of the market started pricing in a 50 basis point cut looks like they are getting scared and selling before the announcement today. I was telling people to buy futures in 50 basis point cut when it was trading at 17% on poly maker and sell when it was at like 38%, take your profit and leave your initial stake in investment in. It hit 74% the other day. Yesterday was down to 54%. This morning it’s at 48%. Interesting.

Only 4 in the loss column. Astros 1 more Cleveland loss away from controlling their own destiny for the 2 seed.

And yet- the clown last night was even worse.

Because I have no idea how to spell it officially I guess? My spelling of it if that’s a common misspelling is clearly monkey see, monkey do.

Portal losses: I’m paying almost no attention tot his. I know Murphy is starting at Duke and looks like he wouldn’t be in our 3 deep- good for him to find a better opportunity, Neyor is getting lots of love at Nebraska. There’s nowhere for him here at Texas either, imo, but if he can catch a bunch of balls and make the league also good for him. have paid very little attention to any of the other losses- anyone doing good things? I guess I heard Catalon had a couple picks the other day (I think) but wasn’t super locked in to whoever was talking about that.

20% (less since we are going 16-0) through the season thought it would be fun to keep tabs on these guys. Chime in if I miss any Bond- Stud. Receiver 1 as advertised Golden- stud. Quinn’s favorite target when he needs to score in the red zone or a tough conversion Bolden- more down than up. I expect a couple big plays soon- and think he will get one (at least) in the return game at a key point in time. Just behind some dudes absolutely balling Niblick- stock way down. Helm and Davis have boxed him out- hope for some good stuff next year when they move on and Washington appears to be the only other receiving weapon at TE SMU- RB- glad he’s here with guys going down as break glass in case of emergency. Be interesting to see if he or Colin Page get 2nd half carries in blow outs with a shallow RB room 3 DT’s- made some plays. Depth that’s needed on the DL- glad they are here Trey Moore- stud- hasn’t gotten the QB on the ground but makes lots of winning plays Bama LB- gone- not sure why he ever showed up in the first place. San Jose ST Corner- hasn’t cracked the main rotation yet- glad he’s here. Look forward to seeing him acclimate and battle for starting position next year Makuba- awesome. Big part in making the secondary transition from actual weakness to one of best in country through his own play, intelligence, and being able to allow Barron to play CB (along with some other guys). did I miss anyone? I’ve got 4 guys getting drafted from this class at the end of this year, Moore, Makuba, Bond and Golden, a couple who can’t get on the field because the guys in front of them are breaking out in an NFL way (Cb and Niblick), some solid rotation players (DT’s), and a couple emergency guys.

It’s bizarre to me that Salazar isn’t up for that 14th position player- but whatever.

Episode 79 is up where we talk back of the baseball card with JV and the rest of the Astros pitching. The at the end we talk a little arch.

I doubt it.

Especially since he was indestructible. He’s the greatest college player I’ve ever seen. I suppose it’s possible if Arch plays in 25 and 26 he will surpass him. I’d bet against it- but it could happen. Like to see it happen. Like to see a 26 season out of arch just to see if it could happen.

Yes- that is what I meant.

Sure. Normal deal is a 3 run lead if you start out with the bases loaded. So, tying runner is in the hole. If you come in and the bases are juiced up 5, tying runner is on deck and you get a save.

427 passing yards total- @DoobieWahwith the prediction of 428 wins. Special shout out to @Mo Hornand @msucolt45 who were the only ones who got really close but also had Arch throwing for more yards than Ewers and Other throwing for some yards. Also, special shout out to @runthebone who always makes me laugh.

Lots of people got this pretty close. I just sort of picked the ones that were nailing the Texas score more or less and within a couple points overall. Our winner- the only one to nail the actual score- @mvlonghorns Congrats man- I think this is the first one of the year to get the score dead balls on.

Texas is really good. ULM is really bad. The line is something like Texas by 44 or 48 or whatever- depending on the book and it bouncing around. Texas is 3-0 against the number so far this year- all by double digits. I think that double digits is going to be a difficult cover but I doubt these guys keep it within 7 TD's- Sark knows- good coaches win, legends cover. Texas- 52 ULM- 3 Bonus prediction- how many total yards (passing and rushing combined) for Arch in his debut. 338 for me.