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Wulaw Horn

Burnt Ends
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Everything posted by Wulaw Horn

  1. 257 picks in the draft. Just saw a write up where 13 are in the top 200, Hayden Connor projected to be drafted at 241 and Bolden just outside the draft at like 300. bolden could get drafted and Connor not, obviously, or both or neither, but continues to look like 14 is the number, 13 more likely than 15, but definitely higher than 12. I set the over under at 12.5 and bet over so I’m super confident. Note- when I said we had an outside chance at 16 (around September 11) and before the season, and everyone mocked me, I said if everyone that could go and get drafted declared. It looks like 14 right now, and Campbell and Taaffe and Trey Moore absolutely would have been drafted had they declared, so bam- what started as mockery has again led to me being dead balls on accurate. Y’all are welcome. I panicked too early on Blue, was from the future on Broughton, majors and Connor having good shots at it, but gave too much credence to Holmes and Gbenda getting drafted for too long. Should have cut bait on those dudes earlier. The point was always, though, people saying 8 for sure and maybe 10 were seriously understating it and this was the optimistic case push back to that all along.
  2. Episode 99 of breathing orange fire is up. We talk lessons learned from the first 10% of the season and at the end I talk a little LMJ
  3. MBs up 20 basis points. We’ve clawed back to where we were last Wednesday maybe? Got a long. Trip to go still to get back to where we were last Friday at lunch time, which was the best of the interest rate markets in 2025 so far (he said) hopefully.
  4. Will take it! MBS up 33 right now. If we stay there should close the day below 7 after that ugliness was brought back into our life.
  5. That box score got me hard. All 3 names.
  6. That fan shouldn’t have been moved. That was foul ball at him he had every right to, and he got the Astros an extra out- not that we did anything with it.
  7. And now back to 41 down for the day. Reprice for the worse coming 30 minutes after reprice for the better!
  8. Don’t call it a comeback! Reprice for the better- now down “only” 23 on the day. texas 2/3 over Kentucky.
  9. Recession should push 10 year lower and MBs higher and be good for interest rates, unless we go thermo nuclear in the bond market with active fuxjery feom all parts of the globe. Which, is obviously on the table right now. i tend to think that won’t happen but I’m just a wild eyed optimist!
  10. Down 55 this morning. Back to worst case before the massive rally the other day.
  11. PPI came in way lower than expectations, so, that’s interesting. I don’t fully understand tariffs being a 1 time inflation event and not a big shock to the final number- but I do know that’s a prevailing school of thought. I guess it will kill demand either way price hikes and not lead to more money chasing fewer goods on one hand, but on the other prices all will go up, so I don’t understand the balance point or the measurement aspect of it. if we can dodge stagflation that’s obviously positive as compared to worst case possibilities with however this shakes out.
  12. Good inflation report the other day. Apparently everyone is hoarding gold!
  13. That was the obvious choice and you do it in the 8th, so if he shits the bed and let’s then back on the game you can still bring your closer in for the 9th. Which, as it turned out still happened, but…
  14. Because he sucks and was the worst pitcher on the roster. I was hoping for him to get in. I'm a sucker for MLB debut stories/moments and root for them as soon as possible b/c the never know what's going to happen.
  15. He was correct he only walked 2...Master Boner led off with a single Wasn't paying total attention I guess. He still fucking sucks.
  16. The dick head who walked 2 in the 8th deserves some of the credit. 3. Without recording an out.
  17. Both can be true. It’s on both of them. Just watch. We will be fine. Not today- on the season.
  18. We are really dinking and dunking them today.
  19. If paredes wasn't a fat lazy fuck (or at least slow as a tree sloth) we'd have another run here. That bloop should have been a double.
  20. There is zero chance Altuve to Abreu/Singleton turn that into an out last year.
  21. That's 3 weak fucking contact rbi base knocks in a row with 2 outs. Daddy likey.
  22. I'm sure that you will totally and completely back down in 90 days when we sign a bunch of new trade deals, right? The Japanese don't have people on a plane as we speak to renegotiate their deal. Again, I recognize the brinksmanship nature of what happened and am on record from the absolute beginning as saying "I don't like it". That's not the same thing as saying you can't get marginal improvements in acting like a jackass at the negotiating table (again, until it goes wrong). We'll see in 90 days I guess.
  23. It's not normal stuff for sure. The world is super volatile right now. It's hard and frustrating operating in that market environment.
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