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Wulaw Horn

Burnt Ends
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Everything posted by Wulaw Horn

  1. Inflation came in very tame- below expectations. Tariffs were supposed to be a huge tax on consumers and yet it’s not showing up in any of the data as of yet, though predicted to for a couple months now (still think they are dumb- again/ but the experts are taking another L so far here) Jobs overperformed so that didn’t help the interest rate market last week, but stop me if you’ve heard this before they revised prior two months down 90k, the market shrugs and sells off so we get to ride the roller coaster again. When I was out in LA for a mortgage junket the head of the DC branch said they are working on some banking deregulation as it relates to banks owning 10 year treasuries that should be really good for the 10 year market/ disagreements as to whether it will be more like 40 bips or more like 70 bips. After I heard that in LA Habib started talking about that a week or so ago. Finally, spread between mortgage rates and 10 year topped out at 3 or so last year. It’s at 2.5 more or less right now. Historically that number is 2. As some of the volatility is sucked out of the market that number should continue to tighten to historical norms around 2. I know everyone here likes to talk about omg the sky is falling because that’s fun, but there are some green shoots for the industry right now and if this stuff all comes to pass we could be looking at 5.5-6 depending upon how much the spread tightens up and how much the deregulation helps. That’s the optimist case for housing/interest rates. I’m fully prepared now for a negative run and everyone cussing me and saying it’s all my fault.
  2. We ain’t winning this game. Wouldn’t have mattered if he did. Would have been a pissrod to the OF for an out.
  3. 3B coach is a massive pussy.
  4. Gonna fucking lose to these clowns again. Awesome awesome.
  5. Danny Davito fucked my dad’s wife (his first one- not my mom) while he was married to her. Old man claimed she was the hottest woman in every room, so that’s more or less definitive proof celebrity makes up for everything. That’s all I’ve got for famous people.
  6. Whoever is facing him better throw a shut out. We are scoring 1 run.
  7. I will riot if we trade Ullola. It's dumb that he's not up here pitching now.
  8. I think it’s dumb that Ullola isn’t up, but whatever. I’d have him and blue balls both over Gordon and Gusto, but yeah- Walter should probably stay in the rotation and gusto go back to the pen. And Gordon I hope mercifully ends soon but he will probably get 20 starts this year bc God hates good pitchers and wants all their arm ligaments
  9. To your point they need to absolutely put every guy on the bullpen on the DL between here and the end of the year.
  10. That fucker is absolutely thorn in my ass.
  11. Their bullpen is awesome. Not surprised it’s been un-crackable. Probably always will be. Ain’t nobody scoring 2 or 3 on that closer.
  12. Never mind apparently I’m working off a serious delay
  13. You know he’s been awesome this year right?
  14. Jake with a 3-3 day without hitting a single ball hard. Whitcomb has smoked 2 and is 0-fer
  15. Probably could see it coming looking at the lineup.
  16. It doesn’t matter. This game was over when he gave up that HR to go down 2-0.
  17. So- Missouri was better than aggy, right? They went 3-0 against them. 2022 astros won 107 games and the World Series. Baltimore won 55 games. They were 6-1 against the Astros. Clearly they were better. Which is what I said- it’s baseball. You have to do it on the field but anything can happen.
  18. So it’s your contention that they would have won the sec by 4 games?
  19. https://medium.com/@breathingorangefire_71114/why-the-2025-astros-are-better-than-the-2024-astros-384fcd19e326 5 days ago we posted this on my blog (I didn’t write it).
  20. How about Bo Porter bad? The moron that didn’t even know the rule book? Yeah- that’s the kind of stupid I think Joe is. I hated 1 M Jimy but that was personality thing- not that he was an idiot. he’s basically Dusty Baker without the cool stories and tooothpicks.
  21. I mean we went 4-33 or something with RISP. They were better those two days or their results were better or whatever. We had a shitload of people on base all weekend and didn’t capitalize. That’s baseball. I’m going to go ahead and say that the team that won the SEC by 3 games is probably better than them, but you have to do it on the field every day and we didn’t.
  22. I’d assume teams will be lined up. Crappy ones. Almost nobody has 13 guys on their active roster that are good MLB pitchers. Lots of second division teams would view him as a decent reclamation project. he probably could have dodged the hangman of it wasn’t for the fact that there’s a bunch more guys coming back too and he just wasn’t ever going to be in the circle of trust.
  23. Sometimes it be like that. if we ever get back Arrighetti, Javier and garcia the cuts get pretty brutal.
  24. It’s not a position player. Can only have 13 pitchers. my guess is Souza?
  25. Honestly- you hate that because you care about the sport. for attracting casual viewers? Not a bad choice. With 3 games going on at once- all win or die- if one of the games sucks it allows you to bounce to another one, and if they are all compelling you can whip around. Be interesting to see how they handle that window. It’s what makes the hoops tournament great.
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