Espada is still a dumb dumb. We explain here.
I like Dana and have said as much all throughout.
the hitting coach thing is dumb to have an opinion on either way.
Hes predominantly a 2B to my way of thinking. He could play SS but not well, but if Dubon didn’t exist on this roster he could play for a couple days.
seems to fat to play LF to me but dunno.
Jake with 2 double plays involved with 2 times through the lineup. 1 running and one hitting. Cost us at least 2, maybe 3 runs so far. Little things matter when you basically suck offensively which we do with this group.
I keep it mostly to off-season and July. Little early for me.
I did have a guy that’s starting like a 5 part series on the trade deadline.
https://medium.com/@breathingorangefire_71114/a-very-early-look-at-the-trade-deadline-as-it-affects-the-astros-6942cfa01c32
What was the percentage of parks smith would have had a HR? I feel like our park gives up a lot of stupid cheap ones but every now and again a bullet like that off the top of the wall would have been out at most places.
Just a reminder that until all our pets heads were falling off and we ran out of players our dipshit manager took him out of games for defensive purposes.
The first tip off on jobs should have been that they’ve revised lower eleventy billion of the last eleventy billion reports.
According to Habib the CPI guys are literally just guessing.
I do. I’m aware of how expensive the trip to the grocery store is. I’m telling you what the official government CPI numbers re and they have. Even incredibly tame for the last two reports as experts have said it would be the opposite.
To the surprise of nobody I wrote a piece on Forrest Whitley that I think is pretty good. Check it out and subscribe.
https://medium.com/@breathingorangefire_71114/forrest-whitley-lost-cause-or-case-of-one-mans-trash-is-another-mans-treasure-6c2fcff82883
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.