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Wulaw Horn

Burnt Ends
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Everything posted by Wulaw Horn

  1. This jobs report was actually shit with a nonsensical headline number. 275k in jobs- 241k which came from the birth death model which is pure guesswork based upon small business. ADP- who has the actual numbers- had small business with only a 20k gain. household survey showed 475k lost jobs, with 250k leaving workforce which is why unemployment ticked up. more revisions (15k) downward from previous 2 months- which was a miss. Labor participation still well short of 63% which is the benchmark of a good labor market. Again- all the job losses in household survey were full time while gains were almost entirely part time. Do with that whatever you want. Allegedly rate cuts will happen at 4.1 or 4.2 on unemployment- since we won’t get any out of inflation which keeps stubbornly staying higher than desired. GDP estimates are 1.7 for Q2 with 2.7 inflation so for like the 8th or 10th quarter in a row we will see real wages and economy get worse in purchasing terms- ever since inflation went parabolic starting in 2022. mortgage apps down again- rates up from this time last year by 3/8 of a point after todays market got crunched- more good times in housing sector. weak report could have gotten us on a real good track- instead the headline number going to kick off another month of trading sideways. I think @Neonmoonis right and this won’t be catastrophic once it all gets digested- but for now it’s another day of BOHICA in the mortgage world.
  2. Yes. Google 10 year treasury. It’s all over the place.
  3. We could do 15% down (and I think even 10%) but the pricing is so bad you wouldn’t want to do it.
  4. Because he does a really shitty job of managing my favorite team? I’m not talking about personally.
  5. Why on earth would you like him? He’s a clown and he’s clearly in over his head.
  6. 35k in commissions down the drain in similar situations the past 6 weeks. Just brutal market right now. Sorry to hear.
  7. Abreu should lead off. Bregman hit 2nd. Diaz 3rd. Wherever you want to go after that.
  8. Which reprice for the worse- 1st or 2nd? Anyone know why the market is down without news 38 basis points from opening? Is it because Neon touches himself? That seems like as likely a reason as any until I hear otherwise.
  9. We talk about what this team is as we hit the Mike market that is Memorial Day. A day that baseball people say is when you know what you have as a team.
  10. So, Urquidy and Javier with TJ surgery incoming? JV/Framber/Blanco/arrighetti/Brown. Garcia needs to get his ass back on the bump pretty soon and he needs to be pretty good. LMJ too would be nice- but I’m trying to deal in the realm of reality.
  11. Almost positive he’s hurt and trying to fight through it.
  12. I think this is my favorite lineup against LHP. Not necessarily that batting order (it’s fine) just the 9 guys playing.
  13. Yeah. Our bullpen has the best ERA on May in the majors. This was always likely to be a strength.
  14. I think he would have to have like 87 hits in his next 50 AB’s for me to even consider calling him back up.
  15. Remember for a couple years how I’ve said Jake was possibly good and you meanie heads made fun of me? I think it’s happening. RIP Urquidy. Will always enjoy and appreciate the 2 WS wins. Vaya con dios.
  16. Fucking Iphone and the auto correct. Yordan is Hurt. That's pretty obvious. He's got an arthritic thing in his wrists/hands (remember this being an issue 2 years ago?) My assumption is he knows he's brittle and that's why he signed the extension he did- which was a discount for the Astros based upon how awesome a hitter he is.
  17. Alvarez is hurt. Someone said it somewhere. I bets scream it. There’s a reason he signed that extension etc etc.
  18. My brother called it the gulf of yoo-hoo the first time we saw it after moving from the pacific.
  19. Only if you care about Texas and want to know more about opponents we will play and enjoy concise and clever writing.
  20. I’ve got a couple names. Feel free to call me at 832-557-1095 if you want to chat about it.
  21. Agreed almost completely with this. Especially middle of the order guys/ they shouldn’t be able to do it. I would like to see shitty hitters learn to do it well even if it’s only a couple times a year as an extra tool in the bag, but year/ it’s tougher by far than people think.
  22. If we get out of this tucker needs to try to steal 3rd on the first pitch.
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