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Wulaw Horn

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Everything posted by Wulaw Horn

  1. Wulaw Horn
    Down 28. Worst point of the year right now I believe.
  2. Wulaw Horn
    If Joey can mesh all those mercenaries into a coordinated combat unit, yeah. Remains to be seen if a mostly all portal team can have real success. Coach Primes buffs were damn near 100% portal and they faded away less than halfway through the season. Yeah but they also sucked- it wasn’t because of the portal.
  3. Wulaw Horn
    Bielak and Whitley and call it a spring. I like Martinez just fine if any of the others come up lame. Blanco is fine at the back end of the line if Sousa, Montero, and the other guys suck/get hurt. Dylan Coleman might be interesting if he's fully healthy.
  4. Wulaw Horn
    You track this weekly better than me- I was thinking we were dead on 100 to start the week- is that right? SO, if it ended where we are now it would be up like 5 bips for the week or something?
  5. Wulaw Horn
    I literally pointed out the revision upward in my post. Like, first paragraph.
  6. Wulaw Horn
    That would have been online with the other 2 reports this week. Thats a couple months with huge variances in the last 4 or 5.
  7. Wulaw Horn
    Locked 3 yesterday 2 wanted to roll the dice and wait. Not bad. The ones waiting have until 1st week of March- bet we get that back.
  8. Wulaw Horn
    353k jons added. Completely and totally at odds (like different planet) from ADP and challenger. Habib had that one right. Expectations were 150. revisions were higher to previous months report. 2X now in 14 months. New trend? Or once a 7 month anamoly like Hailey’s comment (last one revised higher was last summer- so at midpoint of this stretch).
  9. Wulaw Horn
    Habib has 3 crystal balls for being the most accurate forecaster out there. He also massively shit the bed last year. Maybe he's not a wartime consigliere
  10. Wulaw Horn
    Habib says lock in front of the jobs report. He says the job market is soft and that’s why everyone is expecting a low and shitty number, but they are going to fuck with the number and make shit up because January is rife for fuckery. He used more technical language but that’s what he said basically- they are expecting a big number above expectations and it to be nonsense basically. all other signs point toward an improving MBS Market. Also will be interesting to see if we get downward revision to the numbers for like the 14th out of last 15th, or if we get a double shot of bigger number than expected plus positive revisions. keep in mind the ADP report came in very soft, challenger job report is way up (like 100k layoffs when they expected 40k) so anything calling for a jobs number to be big tomorrow is superstition or believe the numbers (especially as they pertain to January) can’t be trusted. yes- it’s the $9.95 of the financial world.
  11. Wulaw Horn
    Slip. Sorry. I almost typed in Greenspan.
  12. Wulaw Horn
    Welp- Looks like the market didn't like what ole Bernake had to say? From 33 up before he started talking to up 14. Still- that's in the green every day this week so far. We aren't running away and hiding, we are still 6/10ths below this time last year, but it certainly has been worse and not all that long ago.
  13. Wulaw Horn
    I always root for the market not to improve until after the closings are in. Doesn't stay that way often. Sucks to hear man- sorry about that. Anyone you can return the favor to and hit up someone that might have gone with someone else?
  14. Wulaw Horn
    That sort of scares me. I don’t think we are getting one in March and I think there’s going to be a temper tantrum over that.
  15. Wulaw Horn
    Mbs market up 35 points right now. Lousy ADP jobs report (not the usual market mover but whatever) but Fed talking today. It could get even better or it could disappear this afternoon. Also- have a refi inducement with my biggest lender1 100 basis point improvement on anyone doing a rate term. If you bought in the last 18 months call me- or check out the website at www.mortgagesbygabe.com. Or PM. Or call me at 832-557-1095.
  16. Wulaw Horn
    Signed up. question- how do you decide what gets curated? You don’t have Everyone Gets a trophy on there in the podcast section and that’s probably the best thing out there longhorn pod wise. you don’t have surly on there as a community and that seems weird with sponsoring here. Am I supposed to tell yall in some way that you are missing some great longhorn content out there through the app? here? looks pretty sleek and good. I will definitely maybe probably use it.
  17. Wulaw Horn
    Rocky balboa moment today. Mbs down all day, some reprice for the worse and then in the 15th round a comeback! End the day up 5 in the mbs market. 2 in a row. One more and that’s a streak.
  18. Wulaw Horn
    I was putting the over under at 10.5 if Ewers, Alfred Collins and Barron all left when all were clearly players getting drafted- and I was betting the over. With those 3 guys staying that moves the O/U to 7.5. I will stick with the over. Jones is damn near a lock in my mind. Give me 1 more from amongst the group of Whittington, Watts and Robinson to make 9. That would be pretty cool. I will go for 11 in the 2025 draft after 9 in this one- with Quinn and Banks both going in the top 10 overall. If we go to the playoffs again and then go double digits with 2 top 10 picks and our QB went to the Heisman? It will be game on boys and everybody will have to acknowledge we are back- and this things should be on go for the next decade.
  19. Wulaw Horn
    Where we talk current players tied to the Astros and their likely HOF chances. https://open.spotify.com/episode/1cKw5OUq897lAsz8Y7q4C3?si=E-RhZAjZTpKTWtL-hmlYwQ
  20. Wulaw Horn
    Thanks. Hadn't seen that note.
  21. Wulaw Horn
    Estimated Q1 what? What are you saying here- I'm apparently super dense today...
  22. Wulaw Horn
    Not according to Habib this morning. Already warning about a big and unexpected number of job reports but saying that it will ultimately be revised downward. He had explanation for why that is specific to January with seasonally adjusted inflation and also they sort of rework all of the prior year into that January report. I wasn't really tracking and then moved on. He seems to be predicting gas surging up with trouble in the Red Sea, blah blah blah. but then- ended it with- go ahead and float- so who knows.
  23. Wulaw Horn
    I mean, I think yall are the 3rd best conference in a world where people will only care about the top 2, but is that zero value? of course not. But it's a real tallest midget situation and I don't know why anyone here would think differently. All the best- hope yall do well to the extent that I'm paying attention I guess. Never had a problem with OSU.
  24. Wulaw Horn
    Whenever someone uses the word regarded on here as it’s meant to be and not a as a synonym for retarded I laugh.
  25. Wulaw Horn
    I don’t like him, but the key to the salty dump is Chas bc he’s got the most value to offload LMJ and Montero. And bellinger is your Chas replacement and your Abreu replacement after 25 (Astors have lots of OF- no 1B in minors) or you make this team worse instead of better. But yeah- don’t like him.

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