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Wulaw Horn

Burnt Ends
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Everything posted by Wulaw Horn

  1. Interesting- 0.6% increase in services against a 0.2% drop in price of goods. I have a couple theories on that which I might flesh out later. Really just WAG’s.
  2. I hate you. You ruined my surprise I would have gotten 6 minutes from now when I got my text. MBS down 33 bips so far. 6% coupon at 100.16. Was at almost 102 only a couple short weeks ago. 10 year (shout out to Phil) at 4.31. Twas at 3.8 not long ago. Not great Bob, not great. Consumer spending down, credit cards at all time highs, more likely than not inflation has to come down I would think, but who the fuck knows.
  3. I sure hope that happens. The idea that playing a good team OOC isn’t good for the fans, players or programs is nonsense.
  4. And better for the team. Puts a hop in their step preparing all offseason.
  5. Apparently he lives on McDonald’s. Or did. Looks really good right now.
  6. We wouldn’t have made it this year if we didn’t play Bama. Texas is better when it challenges itself. it’s more fun to play good teams. don’t be a vagina. That’s the aggy way.
  7. This is a terrible take and you should feel bad. Games against good teams are fun and provide a focus for the team. We should do that every year- have a big September OOC game- preferably week 2. Please God let this be the last 8 game conference schedule.
  8. I would think. He can run and play the OF. That makes him more versatile than singleton who also is a shitty hitter.
  9. If you listen to the pod I told you about a month ago that Javier’s nutrition was shit and that was causing his stamina problems the thought went in the org. Thats me getting that from someone whose pretty reliable on the net. He’s in great shape now. I expect a big year from him. Framber was pitching like a cy young guy until he trolled his ankle and never got right. He will be fine. It’s all good. 😌
  10. Now down only 22 bips on the week! Only 115 or something like that since we got the jobs report that crushed 2 weeks ago tomorrow. Baby steps is right.
  11. Who do you mean? if you are talking about Ace hunting sure. That’s not typically what I think of as insurance but that would be the best use of money we could do this time around. if you are talking about this years version of Odorizi hard pass. We have 10 guys in the org that I would trust to muddle through 5 starts or something if we had a bunch of guys go down.
  12. I was talking about watching on tv or going to see play in Austin and being excited. I’ve been to (at least) a game at every venue in the OG big 12 (except Norman- bc we play in Dallas) and sure game day is game day anywhere and fun. let’s just say though having seen all of that it’s not Bama, TN or LSU to name 3 places that I’ve been recently.
  13. Yeah- we are on the same page with where we would prioritize watching Kansas or maybe OSU- if nothing else compelling was on as the tallest midget from an entertainment purpose. There is a clear new watching paradigm for Texas fans now- IMO: 1) Texas 2) OU or aggy- hoping they lose 3) SEC powerhouse schools as our main competition in mindshare and accolades and seeding and the like 4) Big 10 game of the week if it's highly compelling 5) SEC non interesting games involving teams we will play as a scouting session (think- Florida v Kentucky or Mississippi State v Vanderbilt as a for example) 6) Kansas, OSU or some other big 12 team that's sort of compelling. I don't know about anyone else but I don't get past #3 very often as far as viewing goes. It's just #3 used to be fellow big 12 conference members we were in competition with and now we've upgraded that to be a lot more important. If I'm home alone all day on a Saturday then sure- I might get all the way down to 5 or 6. But that will be pretty infrequent.
  14. KU is a fun watch. As long as Leopold is there I bet they are pretty good and pretty interesting. Outside of KU and maybe OSU there’s not a team in the big 12 I would have any remote interest in attending a game (outside of my fanatical interest in watching Texas of course) and it’s not like I’d be super excited to see those 2, just feel like that would be more entertaining than the rest of the dreck left behind.
  15. He missed 1.5 months last year though I think.
  16. Looks much better there than weddin pic. Good job Chas.
  17. The real question is do any of the pitchers or catcher look as fat as Chas when they report?
  18. Indeed. my son went out door knocking with me on Saturday. We knocked on 25 doors. He told me “dad- I think when I get a job I want to get paid for sure if I go to work- not only if things go well.” I told him thats probably a fair point depending upon personality type and other stuff.
  19. Actual conversation with my 8 year old today on the way to school. text- ding- 8:01 Her- daddy where is the market me- up one her- that’s a lot better than down 63 yesterday. me- yeah- I guess her thinking thinking thinking- well, I guess in 9 weeks we will get it all back. me- thanks darling.
  20. Yeah- it was fucking bizarre to me to hear guys who absolutely should understand this better, with major media platforms, totally and completely miss the obvious that you absolutely want the ball 3rd because you can end the game with that possession after the very likely possibility of a tie through the first 2 possessions of overtime. And the only way to get the ball 3rd is to get it first.
  21. I mean- it kind of is. Many people always justify a preseason ranking with “do you see that schedule? They are going to win 10”
  22. Got 3 reprices at UwM for the worse today. there was a brief moment (for like 10 minutes) where mbs was reporting -5 for the day. This was after we opened up like 28 or 36 points down. I was like- wow- maybe the headline numbers were bullshit and the market digested the reports and it wasn’t that bad. Then- as I was thinking that thought- it bounced to down 40. I was like- my bet is reporting glitch.
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