HamsterHookah

Eh, I kinda agree about the bathtub scene and the anthony bourdain scene as being chintzy, but I thought The Big Short was better because truth is stranger than fiction, though Margin Call is widely thought to be based on Goldman Sachs in 2018 (which makes sense why OP loves it since I just found out what everyone on here already knew that he is an MD at GS).

Interesting reading on post-partum psychosis and what we still dont' know about it. My heart breaks for this because I thought post-partum depression was bad! https://www.newyorker.com/science/annals-of-medicine/what-we-still-dont-understand-about-postpartum-psychosis

Carter is a fighter. Every time this thread bumps I think it's the big one.

President Biden approved the controversial Willow oil project for the Alaskan Arctic yesterday. That means oil company ConocoPhillips can drill on some of the US’s last unspoiled wilderness, where it’ll extract an estimated 576 million barrels of oil over the next 30 years. Environmentalists oppose the drilling, calling the approval a severe setback for Biden’s goal of cutting CO2 emissions in half by 2030. And they’ve got support: More than 1 million protest letters have been sent to the White House, a Change.org petition has 3.2 million signatures, and the #StopWillow hashtag on TikTok has over 180 million views. But Alaska lawmakers, oil industry groups, and some Native groups welcome the Willow oil project for the revenue and jobs it could create. Biden *tried* to please everyone The final project scales back ConocoPhillips’s original proposal by about 68,000 acres, only allowing three out of five requested drilling “pads,” or sites where a rig is set up. Biden also threw in some environmental consolation gifts: He banned all drilling in the Arctic Ocean and added protections for 13 million acres of the National Petroleum Reserve in Alaska. But Jamal Raad, co-founder of the climate group Evergreen Action, called these measures “lipstick on a pig.” Looking ahead…environmental groups plan to oppose the project in court.

This is a problem. Ideally I'll be cutting back massively though, but if I ever needed to work consulting hours again, flying out Sun night or Mon morning and flying back Thursday evening, I will be in a world of pain.

This was Byron Jones in 2015. Combine warrior. Dallas fell in love and drafted him 1st round. Absolutely nowhere near a 1st round talent. He made no plays at all. But for some reason with PFFs own grading metrics that are many times stupid, they rated him very high every year as his career went on. All i remember him is trailing good WRs because they beat him. I think Diggs had more picks his rookie year than he had his own career. Byron Jones was an actually good CB-- it was the scheme and stupid cloud coverage defense and JG wanting to prioritize the knock down/defend the pass over going for the INTs. I think generally there are combine scout team heroes who get drafted based off measurables that can't play football, but BJ was not one. Sorry, I reject your premise.

From the article which is a little more damning and you can never really prove one way or another:

Just saw the video: https://www.dallasnews.com/sports/cowboys/2023/03/14/michael-irvin-refiles-lawsuit-vs-marriott-in-arizona-will-release-surveillance-video/?sailthru_id=62680c5c4f757f64bada3c21&utm_source=Sailthru&utm_medium=email&utm_campaign=Breaking_03142023&utm_term=Breaking News From what I can tell, he starts talking to her around the 35 second mark and they end with a handshake at the 2:07 mark (no audio). At some point before the handshake you can maybe make an argument he checked out her butt and said something, maybe? That's a stretch and all I got that would be offensive....

Thanks for this! My first instinct was to buy some land and then do a custom build or to your Eldmond input do a new build with a higher end production builder.

Good movie, but Big Short is better. Casting director killed it for Margin Call- Tucci, Irons and Spacey were fantastic. Paul Beatty was the weak link and even he was serviceable.

I heard on the radio this morning that now Michael Irvin has dropped his case against Marriott? Something fishy is going on.

SS = ? Sullivan = Sen. Dan Sullivan (R) Alaska?

oof.

Are you slow? Again, the opposite happened. Opposite. diametrically different; of a contrary kind. "a word that is opposite in meaning to another"

Something that might be lost in the sauce a bit (and rightfully so) is that SVB's saga we are and have watched play out will absolutely impact start-ups raising money. Fundraising which was already hard in Q1 FY24 went from hard to virtually impossible until AT LEAST Q3 if not later. We will see lots of start ups get sold for parts and IP, lots of M&A, and flat out zero'ing out. Now is a good time to start a business if you can bootstrap and don't need money for 12-18 months to scale though IMHO.

It's the opposite that happened though, did you miss that? Someone white won and people were complaining it's political and it couldn't possibly be that voters truly thought the winner was the best in the category.

I do wonder if this is an inflection point and something we look back on as Pre-Silicon Valley and Post-Silicon Valley as an era, from a business, tech, VC, start-up and culture perspective. The death knell of what was already happening, even. -- When the stakes are so high, and the perceived opportunity space increasingly narrowed, every decision becomes a Prisoner’s Dilemma — and, in retrospect, what happened to Silicon Valley Bank becomes inevitable. Moreover, it probably won’t be the only bad outcome of this new environment; it’s hard to understand the value of trust until it’s gone, and the full accounting of what has been lost will take years. The irony in this loss of trust is that the ultimate driver is tech itself. What made the Silicon Valley Bank run unique was (1) the ease with which its customers could execute withdrawals and (2) the speed with which news of Silicon Valley Bank’s impending demise spread. Just to put the scale of this collapse in context, a total of $7 billion in depositors’ assets was lost in The Great Depression; $7 billion then is $161 billion today. Silicon Valley Bank, meanwhile, processed $42 billion in withdrawals in 24 hours. It was the speed, fueled by zero distribution costs for both rumors and withdrawals, that was so destabilizing for an entity predicated on arbitraging time. That destabilization and resultant loss of trust, meanwhile, is everywhere around us, from our politics to business to every aspect of media. This increased uncertainty and destabilization has and will continue to drive demands for more government intervention — and, like this weekend, it may not even be wrong! More government, though, means replacing trust with more rules, regulations, and restrictions, which will have a long-term effect on innovation. This, perhaps, is the inevitable outcome of tech having set disruption as its objective function: the ultimate casualty may be the Silicon Valley that once was, not just its bank.

From what I've been reading from Levine, there will likely be more regulations borne out of this. And they will impact us, the consumer:

Just from the human-being aspect of it, this is definitely a reason. Not a lot of empathy/sympathy for capitalists trying to capital versus your mom-and-pop, Main St. USA demo. And I can get that. Very few true libertarians and certainly no True Scotsman.

It was definitely known. Which, to your point, is why I think there are some VC's who might need to watch out re: dereliction of duty.

Houston, Iowa State, Drake, Texas, Duke, Kentucky, Baylor, Uconn

According to the poll we think: Getting to the Sweet 16- ~60% think that's good enough. Getting to Elite 8 - ~85% think that's good enough. I think he will be our guy.

I thought I heard it was released Friday; the judge wouldn't let Marriot keep it under wraps. Was hoping one of your sleuths had seen it. Here is the headline I read: Judge lambasts Marriott lawyers, allows Michael Irvin hotel video to go public Marriott was ordered in court Friday to produce an unredacted video to Irvin. https://www.dallasnews.com/sports/cowboys/2023/03/10/judge-lambasts-marriott-lawyers-allows-michael-irvin-hotel-video-to-go-public/

That makes sense; I read that Tulsa has the largest maintenance base for American Airlines: