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Wulaw Horn

Burnt Ends
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Everything posted by Wulaw Horn

  1. Wulaw Horn
    Yep. And jobs report kicked of all this sort of pessimistic cycle a couple weeks ago. Which is going to seem stupid if they are revised downward by 20 or 30k. Also- everytime the governors open their mouths it freaks out like a little bitch as you say. Which is funny because the governors know this and are clearly making the market dance like a puppet. They don't want to tighten anymore, but they want the tightening effects that come from the market being in a foul mood- so everytime it looks like the market is ready to get going one of them takes a turn shitting in the punch bowl. They want the market to tighten through pricing so they don't have to through policy. TIs working for them right now.
  2. Wulaw Horn
    Think we are at a high for the year right now in interest rates, as well as being highest since what- December 1st or so? Maybe a little earlier? Not bad in overall trajectory, but the momentum we had all on our side seems to have stopped and market really seems to be looking for news of rate cut before it gets going in a real and positive direction in our favor. Need 100 bips to get to the 5.5 coupon at par, which would be nice to see. I think on the way up when everything went to shit we were on the 5.5 coupon for about a day or 2 as it was just carnage.
  3. Wulaw Horn
    Red again. Down 7 at start of the market. After down 6 yesterday. No big deal in and of themselves but what’s it been like 5 or 6 days since we had a positive market day? Let’s finish in the green before the weekend today boys.
  4. Wulaw Horn
    I am lazer. You are lazer. We are all lazer.
  5. Wulaw Horn
    Sure. But it was framed as “think of the children” as all such things are constantly framed by the dumbest amongst us. and yes- sucks to suck indeed. Those guys want a problem solved that nobody (but them) views as a problem and it was built into the system to do what it’s doing, and everyone knew it would happen.
  6. Wulaw Horn
    Allegedly not at all connected to Texas or even a fan. Had to have it explained to him who Bijan Robinson was. Allegedly.
  7. Wulaw Horn
    The point was “there might be a WR worth 1M in the portal- it isn’t Bond- and it certainly isn’t 3M for Bond.”
  8. Wulaw Horn
    I will go ahead and spitball Bond at $500k all in. 3M is loony tunes nuts and 750k seems too much for him now. The AZ kid in my fantasy would have gotten more than 1M but that’s about it. I could see Downs getting 7 figure guarantee over his 2 years somewhere. But that’s 2 years of a proven on campus top 10 nfl draft pick.
  9. Wulaw Horn
    When’s the new construction close? I mean- when do they say it closed so you can count on 3 weeks later?
  10. Wulaw Horn
    This was not wrong. locked my board and set up refinances 3 or 5 different people between Xmas and 1/10. Hit that window balls on. Think they are all going to sign. Ticking up and fighting fundamentals until maybe PCE? At any rate we are way better than the abyss right around Halloween. It still feels like 2 steps forward and then 1 back. Nobody is talking raising rates or higher for longer. It’s all will we cut 3 vs 6 or 7. Starting to think March cut isn’t happening. rates ticked up to 6.88 as of yesterday. Be interesting to see if they test 7 again. remember- it was 8.05 at the worst.
  11. Wulaw Horn
    Freshwater knows Tex’s has it rolling. If he can see Bama crippled he has one less monster to worry about.
  12. Wulaw Horn
    I mean- average of 1 point difference over 100+ games. It just means… nothing.
  13. Wulaw Horn
    Bama fans are dolts. Don’t listen to them.
  14. Wulaw Horn
    Or “congrats on the sex?”
  15. Wulaw Horn
    That seems like an awful big number for that guy. I’m highly skeptical
  16. Wulaw Horn
    Alabraska, clap clap clap clap clap. They hired a good coach. If he goes 7-5 next year, isn't a great recruiter and doesn't care for the fanbase giving him a bunch of shit I could see him saying "Fuck it- I'm going to the NFL" and Bama getting to do all this again in a couple years, only starting from a worse position. Or, in other words, exactly what happened to Nebraska when their legend retired, they lost their place at the absolute apex of college football and they lost their competitive advantage (admitting retards and criminals). Same same, different, but same.gif
  17. Wulaw Horn
    We will fuck all their regarded shit up. It's not murders row dude, it's layup city.
  18. Wulaw Horn
    Warmed over dogshit hanmered dogshit medioce baby shit moronic dogshit 3 point favorites in a rematch with UGA.
  19. Wulaw Horn
    I know. Miss State wearing that SEC patch will be too much to overcome with, checks notes, top 3 roster talent in all of college football. it just means more (absurdity from our fanbase).
  20. Wulaw Horn
    There’s a lot of interesting arms as you well know. I’d really like to roll the dice with what we have (or sign Hader) rather than what we hope might be incremental improvement and might not end up being that. also if we score a shitload of runs, which I expect, 7th inning guy won’t be as important.
  21. Wulaw Horn
    Uh no. I set the over under at 10.5 for longhorns if Collins, Barron and Quinn all declared. If I miss it will be like by half a dude. Yall are dumb.
  22. Wulaw Horn
    I said he was the guy I wanted above everyone and channeled the million dollar man Ted DiBiassi with every man has a price. Apparently he doesn’t. Good for him I guess.
  23. Wulaw Horn
    Rhe rules aren’t nonsense. They are an intentional choice because of all the wailing and gnashing of teeth that came from the “won’t somebody please think of the children” crowd that essentially demanded freedom of movement for anyone who lost their coach. This is merely the absolutely foreseeable consequence of that decision.
  24. Wulaw Horn
    We talk arbitration settlements (briefly) before part 1 on HoF with big picture plus astros related stuff. Spotify: https://open.spotify.com/episode/2NGHVFwnSx6acH6aK71KPY?si=zlGP2kncSEuFoV_kZBQ0zw
  25. Wulaw Horn
    Incredibly overstated. There will be another portal from April 15th-30th. They can tamper to their hearts content in that one.

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