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LCHorn

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Everything posted by LCHorn

  1. You want to add another 2 guard to split developmental minutes with Green, or are you just totally out on him?
  2. I used to exchange messages with Keith back when he was in college in the rec.sports days-pretty much every team’s fans think he has a beef with them. I also don’t recall him being particularly complimentary even in the Luhnow days when he was just back from working as an assistant GM in Toronto.
  3. Spoken like someone who’s not brought a Haitian home to abuela…
  4. I used to live back in the neighborhood behind it and always thought it was kind of bad location. I bet they did about as well with it as one could do.
  5. I call bullshit on that Scalia total.
  6. This is probably a fantasy on my part, but I like to imagine prospective athletes expecting additional NIL money from A&M because it’s a school full of weirdos.
  7. The logistics of it also become insane. We did a GSE loan for a guy in 2021 (several actually) that owned over 90 houses free and clear and the documentation burden was insane. There’s no way we made money on them if we actually looked at the hours of labor involved.
  8. That’s a clickbait article and something I’m seeing all too frequently from formerly reliable media sources like CNN and The NY Times. I suppose even they need outrage to keep the money machine running and there’s only so much space they can devote to Trump. What UWM is doing isn’t any different than what’s been offered by various down-payment assistance programs for the last 20 years, most of whom are using HUD money for the program funds (the Chenoa fund a notable exception, whose funds come from an Indian tribe). Those didn’t seem to crash the economy and UWM has lots of federal and state data to show their approximate losses on those 2nd liens. I don’t know how UWM’s program will work, but the traditional government programs are all very niche, anyway, and have some big downsides (increased cost of borrowing, 2nd lien can’t be resubordinated so borrower can’t refinance until they have enough equity to pay off 2nd lien). My impression is that UWM rolls these out because they know websites like CNN will talk about them and it gives their brokers something to sell, but they won’t write many mortgages that actually use them (by design).
  9. If true then I’m sure that’s a factor. I’m saying that monopolies and cartels in many industries has had the result of limiting the choices managed funds have in equities, and they are looking elsewhere. If what you’re saying is true then it might not just be a matter of total dollars, it might also be because funds (probably led by newer funds) need to justify themselves and that creates pressure to be creative or look in weird places for investments. I’m stealing this from the Hidden Forces podcast, but if we take one industry, let’s say automobile for familiarity, and posit that electric car demand is a huge disrupter that allows new entrants an easier path to market entry than 10 years ago (when they would be competing instead with firms that have up to 100 year head starts), then we should see more new firms than we are. Instead it’s mostly just Tesla and a smattering of rival firms that are far smaller. if you’re managing a fund that doesn’t give you a lot of options for that industry, and telling your investors that you put their money in Tesla is something they are perfectly capable of doing on their own. I’m sure there’s all kinds of other reasons (potential for AI disruption in services, outsourcing, direct state subsidies in foreign markets) that also make equities seem riskier than in previous business cycles.
  10. 27 offers sounds like someone who had bad advice from their agent… Taxation is one remedy, but I would offer that the real cause is a failure of the modern economy to produce firms worth investing in (I.e., capital is looking for non-traditional investments). Lots of guilty parties contributing to that, but lots of solutions as well.
  11. All of the IT people appear to think Sanders is a comparable to Zion and Brown, likely because Nahlin thinks so.
  12. The trades reported that, but I wonder, too, if FF wasn’t far enough along conceptually (Marvel is somewhat notorious in trying to develop multiple scripts at the same time) and wanted to have his calendar free for pretty much anything else more ready to lens.
  13. I’m following along on the ESPN ap-why did Arrighetti get pulled after 3 innings and 64 pitches?
  14. Interesting choice-we probably won’t find this out for years but I wonder who else they’ve talked to. I figured they’d first offer it to Jon Watts or maybe Lord and Miller.
  15. Jesus, what a horrible first third of a season. On the bright side, we don’t have Maldonado to kick around anymore. Blanco is outperforming his 90% best case outcome. Hitter’s regression has to come at some point. We’re getting a chance to see what Brown and Arighetti can do and whether we’ll need to commit to a total rebuild in ‘26. Onward…
  16. He’ll probably end up like Jimmer Fredette and be a good reminder that I don’t know shit about basketball, but the more I read about Sheppard the more I like the fit. We don’t really need him to be Mark Price or (yikes!) Curry (as I saw a statistical comparison made today on Clutchfans). If he can shoot threes at 38% and be average on defense guarding 1’s I think he’ll justify the pick in a weak draft. Anything more is gravy.
  17. I think it’s important to remember the medium in which those early short stories were published-they were all in skin mags, to break up the monotony of nude photos or otherwise provide a veneer of sophistication to someone who just finished some self-gratification. They are punchy, provocative, by turns gross and pulpy, and all of that is intentional. Aka, the scariest, most efficient story King has ever written.
  18. When you posted this Saturday I looked up his stats and I think that Bridges would be a good fit if he was a couple of years younger. As it is, he's going to be a free agent right as the team matures and he'll be 30, on the downside of his career and expensive. I'd rather draft Sheppard at 3, let Brooks hit FA when his contract is up, and keep my powder dry for someone more useful.
  19. Reviews are out from reputable, non-geek media like Variety and they are positive.
  20. LCHorn

    Gumbo

    Rookie move-when you transport it you first put the pot in a large garbage bag.
  21. Those NY Times voter interviews can get so ridiculous that they could be mistaken for The Onion.
  22. I don’t want to put the cart before the horse but I think that’s something post election that will suddenly become the crisis de jure. Not to go full Cloak Room, but I think the historical party of labor should be hammering this on the campaign to sever some of the populist energy on the right and it more naturally plays to their base. Maybe they are and I’ve just not been paying attention.
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