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Immaculate Vibes

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Everything posted by Immaculate Vibes

  1. So it’s down to us and the defending national champs, but they have an underwhelming track record for NFL QB development. Goddamn we might pull it off.
  2. I’ll guess they’ll have a chance to hash things out. This is great for Twitter and social discourse in this country. Also expect to hear these takes soon.
  3. His 100 at his size and weight essentially matches DK Metcalf. Of course he’s 17 and plays edge. Wow.
  4. This was a really good listen. I may have linked to a piece by this Zoltan guy in the CR like a dummy, but here they discuss more in depth the impact of sanctions. Basically with the idea of risk free central bank FX reserves irreparably tarnished, we will have decreased demand for treasuries over time. This as our necessary debt issuance continues to grow. The only solution at scale will be more QE and debt monetization by the Fed. Inflationary for us obviously. Also he predicts some shift to governments stockpiling commodities with their surpluses rather than buying foreign govt bonds. Part of a shift from just in time supply chains to just in case accumulation. China has a head start on that. For instance they hold 50% of global wheat stockpiles while we hold 6%. Also discusses why central banks are poorly equipped to deal with any slowdown that results from this. You can’t print oil or iron ore etc. A lot to consider.
  5. Let’s see what a well connected professional thinks, versus internet foreign policy experts.
  6. Reckless language from the President.
  7. In the building. Major home crowd for UH. Crowd is dying to really get into it.
  8. Siap. Hadn’t seen this anywhere here yet. This is reported on by the Financial Times in London. I think it’s important to see how they’re selling this invasion to their people. Looks like Putin is lowering everyone’s expectations. Setting up for the eventual way out?
  9. No, but we are arming them so I feel we have more input than just some innocent bystanders. I wouldn’t have asked them to initiate talks or anything either. They’re already doing it on their own.
  10. Our best chance at avoiding global food shortages and the accompanying global destabilization is this getting brought to a reasonable conclusion quickly. The rest of the world should want this wrapped up asap. What happened to this? https://news.sky.com/story/ukraine-war-reports-15-point-peace-deal-being-seriously-discussed-as-putin-says-hes-ready-to-talk-12567460 Withdraw nato application. Military limits ensuring neutrality, recognize Crimea and maybe Donbas as Russian? Those seem like the big points. What else does a peace deal look like that ends this without months and months of more death and destruction? Leave western sanctions in place to hamper Russian reinforcement of military and economy. In the meantime build up western resilience and lessen dependency on Russian energy.
  11. It’s implied. Massive expansion of the monetary base has helped lead to the high inflation and elevated commodity prices that were already present before Russia invaded.
  12. A lot of your points seem to be informed by John Mearsheimer. His talk from 2015 or so was pretty compelling and convincing. Political science professor from U of Chicago, and as far as I could tell not a Russian asset or Putin apologist. I won’t link here because even the title will ruffle feathers to the extreme.
  13. I denounce pretty much all other crypto projects outside of bitcoin. They’re fun for people to speculate on, but a lot of very scammy marketing and not gonna help people in the way they need right now and the next few years.
  14. Looks like they’re going to free Kyrie
  15. You’d think people would learn. Look at the areas with highest inflation over recent years. Housing, health care, higher Ed. All areas with significant subsidies and efforts to “make x more affordable”.
  16. I know. Yeah he didn’t get a fair shake last year. Did they miss the guy continuously shitting his pants for 3 quarters against Arkansas?
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