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Type: Posts; User: Stu Gotz

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  1. Replies
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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.
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    Lol.

    Lol.
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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.
  6. Thread: 2022 PGA

    by Stu Gotz
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    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.
  7. Thanks!

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

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

    Many thanks for all of the suggestions.
  10. 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...
  11. 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...
  12. 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
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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.
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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.
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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.
  25. Its checkbooks all the way down.

    Its checkbooks all the way down.
  26. 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.
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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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    Saylor is a hype man. He was during the dotcom...

    Saylor is a hype man. He was during the dotcom era, and he is now.

    Northman is the most consistently wrong “famous” trader I have ever come across.
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    This is a good OddLots podcast discussing housing...

    This is a good OddLots podcast discussing housing outlook.
    ...
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    I'll put this in the correct thread. This is a...

    I'll put this in the correct thread.

    This is a great hour of two friends having a great time seeing who can be the bigger degenerate.

    https://vimeo.com/651684339
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    This is an interesting Twitter thread. Basically,...

    This is an interesting Twitter thread. Basically, if you expect things to slow down, you might be waiting for a bit. Loans are still high quality and homes just aren’t being built fast enough.
    ...
  34. Thread: RIP Bob Saget

    by Stu Gotz
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    rwG3HWubpZI

    rwG3HWubpZI
  35. Replies
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    The foolishness of the AMC/GME rabbit hole is...

    The foolishness of the AMC/GME rabbit hole is impressive. Conspiracies behind every door.
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    Lots of fans on here, so i'll just repeat it. ...

    Lots of fans on here, so i'll just repeat it.

    0TO4CEV8APU
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    wBZi7JIdSps

    wBZi7JIdSps
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    Alrighty then. A new data point. Look at us. ...

    Alrighty then. A new data point. Look at us. This chautauqua is getting it done.

    What about north of Bear Mountain, Rt. 202/35 to the East and Rte6 to the West. Does Woodbury Commons go...
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    Bear Mountain bridge definitely zero’ing in on...

    Bear Mountain bridge definitely zero’ing in on it. I’d consider Peekskill upstate, but Yorktown, Somers and Mahopac still tainted with NYC influence.
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    West Pointers think the Palisades Mall is...

    West Pointers think the Palisades Mall is Upstate.

    To steal from Supreme Court Justice Potter Stewart, “I know it when I see it.”
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    The Hannukkah Sessions - Grohl & Kurstin

    Awesome bands. Awesome song. Awesome cover.

    A3rWtrxknkw
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    Ha. Yeah. I really don’t. I bought one BTC coin...

    Ha. Yeah. I really don’t. I bought one BTC coin last August. There’s going to be more suckers than me and I’m going to retire early, or less and I’m going to lose my money. Simple as that.
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    Which begs the question - what makes a great...

    Which begs the question - what makes a great price?
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    DocuSign. Who knew? Didn't see that one taking...

    DocuSign. Who knew? Didn't see that one taking down the market.
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    I was just scrolling through this thread and...

    I was just scrolling through this thread and realized the little girls in Tech Tonics post here are now the ones he is referring in the College Choices thread. Time moves so, so very quickly.
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    Whoa. Whoa. Whoa. Definitely not the Southern...

    Whoa. Whoa. Whoa. Definitely not the Southern Tier. Western NY right their.
  47. Investment Property - LLC or something better?

    A friend and I found a flophouse student housing investment property that we are interested in buying. We had initially thought an LLC would work best, but have found that financing through the LLC...
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    One nitpick is that the movie ends on a strange...

    One nitpick is that the movie ends on a strange note. It's odd pacing for the end of the film, but Im guessing they did it to get certain characters into the film for marketing purposes.
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    That was a hoot. A really excellent big budget...

    That was a hoot. A really excellent big budget science fiction movie. My son and I saw it at an IMAX and the sound/score is concussive. When the characters use “the voice”, it feels like you get...
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    Not sure $GME is really trying at this point. 🤷🏻

    Not sure $GME is really trying at this point. 🤷🏻
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