Everything posted by bmags
-
Market/Financial Thread
Now that we have some daylight for getting through one catastrophic event, the other we should really try to hedge against has to be this unbelievable reliance on taiwan semiconductor to provide nearly everyone with their semiconductors right? I mean you have climate events that have happened before, easily realistic geopolitical events that could cause huge issues for manufacturing of cars and tech that nearly every industry uses. I don't know if the USG should take an active interest in helping Intel, or using our relationship historically with TSM whatever it takes to manufacture more of their product here (TSM was started by American citizens), but this seems like a pretty realistic disaster. They are opening up an Arizona fab it looks like this year, but it seems to make sense to coax more here just to hedge against a bunch of US jobs being lost to something like that.
-
Happy PECOTA Day!
PECOTA also thought those mets teams would be much better than they were as they doubled up so many major leaguers across their positions. The problem? Many weren't good and they still had injuries. The real takeaway has been the one many have expressed: the starters on this team are excellent. But this team will really struggle with starting pitching injuries, as well as an injury to TA. If we can avoid situations like august where we cannot find backhalf starters that can get through 4-5 innings consistently, it eats away at our bullpen advantage over the course of the season.
-
Market/Financial Thread
I doubt he told his parents. I mean worst case, he actually owes and he files for chapter 7 right?
-
Market/Financial Thread
No way they'd want a public lawsuit now, and their comments in the article make it sound like they want this to go away. I have to say it really is obnoxious how long "startups" take to move on customer service. For a while there was a zappos ethos in tech that perhaps over emphasized it. Now it's the last thing added with just some shitty chatbots. But schwab, etrade, etc all have zero commission trading. Had he been with one of them he'd have his own contact he could have reached out to. He'd also have had to explicitly applied for an options account. RH had been defaulting everyone to margin accounts, too. With finance, healthcare, you'd be better off betting on the dinosaur institutions improving their UI than startups promising the world when by just skirting rules until they are big enough to be a problem.
-
NFL 2021 offseason thread
now the posturing is the eagles aren't getting the offer they want, and on the other side team sources publicly laughing at their requests. So either this is about to be over, or was just a lot of bluster from Eagles. At this point he's certainly still getting traded, but may be a little while.
-
Market/Financial Thread
cool questions but your original defense was toward the article as clickbait not the lawsuit being filed.
-
2020 NBA Regular Season Thread
Maybe if the team had a reliable second ball handler the end of games wouldn't rely on Lavine.
-
Market/Financial Thread
Yes I'm sure the editors at NBC Chicago are following orders to take down RH before they get to an IPO. The incident happened in June. The lawsuit was filed this week. Seems like a normal timeframe. Seems like a normal follow-up on a local story. Maybe they think a lawsuit is more likely to win because of late June, but more likely it took months to figure out if they had a case that had merit.
-
Market/Financial Thread
the lawsuit was just filed on Monday.
-
NFL 2021 offseason thread
If Carr is moved I would just have to assume that Gruden fell in love with a QB in the draft, and think that the compensation of trading carr would allow a move up. Maybe Fields or Lance? Otherwise seems like you'd just do a swap with the Jets if it's for Wilson.
-
NFL 2021 offseason thread
I'd be surprised. Just based off all the philly media, they seem confident this is a typical Roseman tactic. It is not typical for the bears, so I'd lean toward the simplest explanation being the best one.
-
Sports Media discussion
Nice, they put spiegel back with Parkins.
-
NFL 2021 offseason thread
Here are some good Philly writers: https://www.insidethebirds.com/post/philadelphia-eagles-inside-the-birds-birds-want-more-than-a-first-for-wentz
-
COVID-19/Coronavirus thread
It's not "still being sick", it's starting your illness after 14 days: https://twitter.com/MWStory/status/1358774443938508802?s=20
-
NFL 2021 offseason thread
Honestly I have no clue I have never heard of that guy until kyyle brought him to my attention. But he speaks confidently on twitter, so he's probably telling the truth.
-
2020 NBA Regular Season Thread
And that puts the bulls in a better position how
-
2020 NBA Regular Season Thread
Lauri out 2-4 weeks with his shoulder sprain. I'd let PWILL try out the 4 more with Temple at the 3.
-
NFL 2021 offseason thread
He has previously said it is not two firsts, but will be interesting to see.
-
NFL 2021 offseason thread
Wentz is a terrible personality. That's why all of his former coaches are the ones trying to trade for him.
-
COVID-19/Coronavirus thread
The freakiest news I've heard yet is out of Taiwan where they are seeing a lot more cases where they were much later into quarantine (+14 days) than previous. Asia countries have mostly been slower to vaccinate and the sinovac vaccine has been one of the poorer performing ones, but the US already had such issues with a 14 day quarantine that we moved it down to 10 just to improve compliance. HK does 21 days. This virus is such a pain. Can you imagine getting it on day 17 after exposure and possibly being contagious for days prior? Just nuts how well this thing spreads.
-
COVID-19/Coronavirus thread
The good news is the infrastructure is being built up for mass vaccinations with mRNA and others currently, so boosters should not be the logjam we have now.
-
COVID-19/Coronavirus thread
I think it's one problem at a time for now. But one thing I would do is give businesses/school systems cover to mandate vaccinations and remove their legal exposure. That is clearly a concern for many businesses now who have in-person personnel. At the point you have 70% of population with the vaccine with the small % of side effects we've seen just make it work.
-
2020 NBA Regular Season Thread
Are the Pelicans the new Timberwolves? The young team full of promising players that just can't find the mix around them and constantly underachieve? They have all that capital, but you look at what Memphis has done getting players around Ja and JJJ. It's so hard in NBA though, I thought the Lakers depth last year would be awful, but put guys that buy in as role players around true stars and they can be way better. Is Beal + Zion + Ingram enough to drag it all up? I don't know, not until zion starts playing some freaking defense. Makes you respect how hard it is. Sacramento, Minnesota, Phoenix, MEM, NoLa, Philly, Boston, all recent teams with different levels of a few good young players. Phx, Philly, Boston made that next step. SAC/MN/Nola really really struggling to find the mix.
-
2020 NBA Regular Season Thread
He's also worth more than some late round firsts. Event at a max deal he isn't really keeping you from adding, at worst he's a matching contract. The only team that has assets and could be in an adding mode is NOLA, and they'd go after Beal first, and it's not clear that what that team is missing is a Lavine type over just having Ingram and Zion actually try on defense.
-
David Price?
Penny was a minor league guy! Hahn pumped him up to no end.