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Type: Posts; User: Stu Gotz

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  1. Replies
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    There is a non-zero chance that Zach Wilson is...

    There is a non-zero chance that Zach Wilson is murdered before the end of the season. NY sports radio is nuclear this morning.
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    Neighbor down the street just sold his house for...

    Neighbor down the street just sold his house for $200k less than he bought it for 16 years ago. So there’s that. Northeast for the win!
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    Seems like the end game is the P5 conferences...

    Seems like the end game is the P5 conferences just create a super conference and leave the NCAA.
  4. Thread: Oppenheimer

    by Stu Gotz
    Replies
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    Yes. That is the core theme of the movie. Power...

    Yes. That is the core theme of the movie. Power and the people who harness it's many forms.
  5. Thread: Oppenheimer

    by Stu Gotz
    Replies
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    2,007

    Doesn't quite live up to what the trailers are...

    Doesn't quite live up to what the trailers are teasing, but a really good, thought provoking movie. Its interesting that a viewer (a least this viewer) comes away from a three hour movie without...
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    HC has put in some really nice athletic...

    HC has put in some really nice athletic facilities recently at the top of the hill. Big field house with big weight complex.

    The DIII game should be fun. Just an amazing amount of offensive...
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    You can hear Uncle Warren and Masa Son sharpening...

    You can hear Uncle Warren and Masa Son sharpening up their pencils as we speak.
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    It's really odd that a run happened at all? The...

    It's really odd that a run happened at all? The loss is substantial, but not debilitating. I'm wondering if tech's recent history with the crypto markets has clouded everyone's judgement in regards...
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    LOL. Future I-86. I don't think anyone in...

    LOL. Future I-86. I don't think anyone in Sullivan, Ulster or Duchess counties would consider themselves Upstate. But north of that is the Southern Tier and the Capital District. I think we are...
  10. To be fair, my original question could be...

    To be fair, my original question could be considered "not well thought out." Many thanks to all for the responses.
  11. Thank you. We had planned to ski Tuesday to...

    Thank you. We had planned to ski Tuesday to Friday and skip the holiday weekend entirely.
  12. Thank you. This is what I was wondering about.

    Thank you. This is what I was wondering about.
  13. LOL. Truly I'm not. If the rest of the country...

    LOL. Truly I'm not. If the rest of the country is a shitshow from Tuesday to Friday, then we'll just head up to Vermont again.
  14. Week following Presidents Day - Colorado or Utah?

    My kids have school off following Presidents week and we usually ski in Vermont. With a lot of schools having the week off in the Northeast, Vermont is usually as crowded as Christmas/New Years. So...
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    WdJZlmhQXug

    WdJZlmhQXug
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    Certainly an interesting time. I’m not sure many...

    Certainly an interesting time. I’m not sure many professional real estate investors/bankers have been operating in an environment like this.

    I think most homeowners are probably ok with low...
  17. The early stuff is a little hard for my old man...

    The early stuff is a little hard for my old man tastes, but Glow On is a really great album. Highly recommend it.
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    A quick update - out and back was incident free. ...

    A quick update - out and back was incident free. Arrived at Schiphol, walked to connecting gate, got on airplane. Same on way home. Sample size of one. Croatia is beautiful.
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    LOL Ithink I got enough to know that the airport...

    LOL Ithink I got enough to know that the airport isn't burning down and with enough time I can get where I need to be.

    I was worried with striking workers and limited staff that things might be...
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    Thanks all. We've got three hours between...

    Thanks all.

    We've got three hours between flights on the way over so I think the cushion at 6:30 in the morning should be ok. Flight home following Sunday might be tight, but I am ok spending an...
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    Schiphol Airport (Amsterdam) Issues

    Figure I would throw this out there.

    My family is traveling through Schiphol Airport this weekend on a connecting flight. Curious to know if any one has traveled through the airport recently and...
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    Not to get political (but why not?), today's Roe...

    Not to get political (but why not?), today's Roe v Wade decision will significantly curtail the growth in the Sun Belt moving forward.
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    I don’t prefer it, but I think we’re going to get...

    I don’t prefer it, but I think we’re going to get both for a bit.
  24. Replies
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    Lol.

    Lol.
  25. Replies
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    So this is interesting. There is a high...

    So this is interesting. There is a high probability that the fed raises rates 75 bps next Tuesday. Does the market react favorably thinking the Fed has this under control, or we are good and...
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    No bids in size in MBS land. By all accounts...

    No bids in size in MBS land. By all accounts mortgage lending is freezing up in the short-term.
  27. Thread: 2022 PGA

    by Stu Gotz
    Replies
    437
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    28,660

    Funny to see the PGA brought low by a degenerate...

    Funny to see the PGA brought low by a degenerate on the downside of his career who just needed a quick score.
  28. Thanks!

    Thanks!
  29. Not consecutive days. Event is in Redmond. ...

    Not consecutive days. Event is in Redmond. Hotel is in Bellevue.
  30. Many thanks for all of the suggestions.

    Many thanks for all of the suggestions.
  31. Some fun things to do in Seattle (recommendations?)

    Wife and daughter will be out in Seattle for a week at a soccer tournament in late June. Lots of downtime. (They have two full days off) Never been to Seattle.

    Any recommendations on fun things...
  32. Thanks for the kind comments. It took him about...

    Thanks for the kind comments. It took him about six months to put the laser together. He really struggled during the covid lock-down in California and he was determined to finish up his senior year...
  33. Laser Engraver made w/ repurposed CD/DVD Computer Drives

    My nephew who is graduating from HS tomorrow put this together with the write up. Its pretty cool.

    https://www.instructables.com/Laser-Engraver-Made-With-Repurposed-CDDVD-Computer/#discuss
  34. Replies
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    I would be curious to know which type of class of...

    I would be curious to know which type of class of owner they expect the highest rate of default? It seems like the banks were fairly conservative with lending, and most owners have such low rates...
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    Hampton is a prime example of how much...

    Hampton is a prime example of how much competition there is on the high profile teams for playing time. Monster sophomore season as Ice states above, Baptiste comes in a year later and he rarely...
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    I don't think it's really going to make that much...

    I don't think it's really going to make that much of a difference in DIII. Maybe a few guys stick around at Salisbury or Cortland to get their masters degree in education. But I think the very good...
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    It's a bummer the DIII final was a dud, because...

    It's a bummer the DIII final was a dud, because the games leading up to it were quite good. It will be interesting to see if Tufts can step it up with RIT. And I'm not really sure why the NCAA...
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    The girls game has really taken a huge jump over...

    The girls game has really taken a huge jump over the last few years skill-wise which has greatly reduced the amount of whistles. It's still a tough go when the kids are little because of safety, but...
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    Tweet. Flag on the play. Western NY.

    Tweet. Flag on the play. Western NY.
  40. Replies
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    Buy IBonds and wait out the silliness. Yielding...

    Buy IBonds and wait out the silliness. Yielding 9%+ with a $10,000 limit per account. Setting up the account is a PITA, but it’s worth it.
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    Liquidity is expensive today.

    Liquidity is expensive today.
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    The lack of any price friction on the way down...

    The lack of any price friction on the way down for a lot of these assets is not good.
  43. Replies
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    Oof. Tech sucked ‘em in today. And it’s gonna...

    Oof. Tech sucked ‘em in today. And it’s gonna burn ‘em tomorrow.
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    This is a great discussion about the demolition...

    This is a great discussion about the demolition in technology on the Odd-Lots podcast. Particularly the discussion about SoftBank, a16z, Tiger etc indexing late stage venture capital.
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    National Pizza Day

    Much love to Nirchi’s Pizza in Endicott NY. Hot or cold. Pizza of my youth.

    Colony Grill in Norwalk. Hot Oil Pizza. A real kick in the pants. Just like ya’ sister.

    That is all.
  46. Its checkbooks all the way down.

    Its checkbooks all the way down.
  47. Claremont Colleges - Any graduates on the board?

    My daughter and I visited the campus during a trip to the west coast and she had a very favorable first impression. I was wondering if any graduates would chime in on the 5 colleges / 1 campus...
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    They always shoot the generals last.

    They always shoot the generals last.
  49. Replies
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    Today seems like a whoosh! day.

    Today seems like a whoosh! day.
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    I don't consider those three traders. But peas...

    I don't consider those three traders. But peas in the pod.
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