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bmags

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Everything posted by bmags

  1. Shocked trump is offended at restricting father-daughter moments.
  2. QUOTE (RockRaines @ Feb 7, 2018 -> 12:31 PM) I disagree, there is more funding for project than there are people to build them, and in many cases projects that shouldnt have ever been funded.. The surplus is going to reach a head, especially in chicago early next year. The surge in building was in response to a surge in rents in Chicago. Office vacancy went down to 30% while rents rose 24% over a 3 year period. To the extent that costs fall should be a good thing, cities shouldn't artificially inflate home prices by reducing demand, that just hurts consumers and reinforces the home as an active investment vehicle vs. a savings one. And Chicago would be a special case because of declining population. Vegas, Denver, ATL, Raleigh would struggle to overbuild right now, where NYC/San Fran/Washington/Boston are strangled by new permit regulation. If people were running around saying "housing is too cheap!" we might have a problem, but even if prices fall in chicago it's hard to see it as a national trend.
  3. Better projection from Avi.
  4. So the new budget sees a dramatic increase in spending. Revenues slashed with taxes, dramatic increase in spending. The 2012 sequestration push during a time when increasing govt spending could have helped buoy a delicate economy was obviously ... so so sincere.
  5. If Missouri can just keep a clean slate on their remaining home game I think they are in regardless of SEC tourney. Now have doubled and the team, down to only 8 scholarship players, has started to figure out its roles, with Kassius Robertson being an amazing surprise as main scorer (and remarkable improvement on defense).
  6. Here's what I will now be bearish on: Any pitcher that starts camp not throwing. I won't believe sox if they say they are just phasing them in. I'll now assume some discomfort they haven't identified.
  7. https://www.fangraphs.com/blogs/heres-some-...spects-we-love/ Adolfo and Cease make the "lower level prospects we love" list.
  8. QUOTE (RockRaines @ Feb 6, 2018 -> 05:22 PM) The IRS doesnt even know how the new tax code works and I dont think it will be in place very long anyway. The real estate market is in hyperdrive and building is out of control. Once that crashes I believe we will be in another recession. And its probably a year or two away, so get money while its still cheap. Building is nowhere near out of control. There are severe housing shortages in most major metropolitan areas. If anything big issue is the drop in productivity plus labor shortage in construction making it difficult to build efficiently.
  9. So McDaniels proposed DC signed a contract already with the colts, so he’s stuck there. Insane situation
  10. I am interested to see how Powell handles the hawks, who never change their argument but will likely have the first signs of actual inflation. I think Yellen would have allowed things to run hotter for longer and her record would have allowed her the cache to do so.
  11. QUOTE (Chisoxfn @ Feb 6, 2018 -> 02:59 PM) Makes sense to me. Markets just aren't that inflated right now and I'd bet pretty fairly that (barring a political disaster / major war / etc) that 2018 will be a year of solid growth in the markets (I didn't say gangbusters). My gut tells me another 2 years before a mild recession. It just seemed odd to me that a big month of wage growth or interest rate increases could cause a panic'd sell-off considering almost every bit of forward guidance I've seen plans for big wage increases and transportation hikes, and you'd have to be an idiot to be surprised by interest rate hikes.
  12. May just be that we have multiple guys that are likely to be big leaguers. We may not have noticed how tight Lance Broadway and Tyler Lumsden were.
  13. The DOW is now up 500 pts.
  14. Icahn came out today to regulate VIX products, and seeing more stuff like this (interview with one of the creators of VIX): https://www.bloomberg.com/news/articles/201...-products-exist
  15. I do remember Adam Caplan saying that in NFL circles people considered Pederson a lightweight when he was hired (Caplan was showing how ridiculous it was based on the previous year.).
  16. QUOTE (Tony @ Feb 6, 2018 -> 12:14 AM) Just shows they need to trade him ASAP. A higher pick is way more important than his veteran leadership right now (and I really like Robin) There is an incredibly weak market for people like Robin Lopez, even though he is good.
  17. I have a hard time believing this will be prolonged.
  18. Just keep in mind entered league a year older than Tucker. He's already had his age 20 season (at two levels lower than Tucker)
  19. I think the main point of everyone is you don't need to write him off but it's okay to acknowledge he's not on same, steady progression of our other prospects like Hansen and Kopech, and he needs to legitimately show next year or the year after. Don't pencil him in for 2020 basically.
  20. Marlins remind me a lot of when the Royals has an OF of Johnny Damon, Carlos Beltran and Jermaine Dye, a trio of players that were staples of playoff teams through the decade after they left. With Ozuna going to STL, Yellich to MIL and Stanton to NYY, looking very similar. edit: hmm i posted that before and forgot. Getting old.
  21. I couldn't name a single pitcher that they were trotting out in August.
  22. QUOTE (maggsmaggs @ Feb 5, 2018 -> 03:41 PM) Kinda surprised that Cease is not even listed in the consideration for the Top 100. If they consider him a 50 but with high variance I could see him left off, but I'm hoping they still consider him a 50. Can't wait for team lists to come out to see.
  23. This is a day I wish Yellen was still Fed Chair (also her first day not there)

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