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Type: Posts; User: Stu Gotz

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  1. Replies
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    Sub $20 oil is going to cause some weird things...

    Sub $20 oil is going to cause some weird things to happen.
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    All these mortgage payment streams have been...

    All these mortgage payment streams have been sliced and diced to within an inch of their lives. The complexity in unraveling the securitization to help homeowners will be mind boggling.
  3. Thread: 2020 Lacrosse

    by Stu Gotz
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    Hakeem Lecky. Ha! Like the cuban pitchers, you...

    Hakeem Lecky. Ha! Like the cuban pitchers, you really never knew his age.

    Ridiculous alley dodge though.
  4. Thread: 2020 Lacrosse

    by Stu Gotz
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    I just saw that Penn State's Grant Ament will not...

    I just saw that Penn State's Grant Ament will not return for the additional season granted by the NCAA. I wonder how many seniors will take the extra season or just move on with their lives. A...
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    I also called it a day mid-afternoon. The next...

    I also called it a day mid-afternoon. The next six months are for those folks with the steel cojones. Good luck to all and stay safe.
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    This will get interesting for real estate as...

    This will get interesting for real estate as suburban/rural areas get cleaned up but urban areas continue to flare up over the next 6-12 months.
  7. That's our dog. But he's a good pupper.

    That's our dog. But he's a good pupper.
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    Went long and strong with $MO, XOM and $AMZN...

    Went long and strong with $MO, XOM and $AMZN today.

    If this sh!t goes sideways, going out swinging like Mike Tyson.

    Also, please tell my kids Daddy loved them and that he was sorry he gambled...
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    A Quiet Place and It Comes At Night are both...

    A Quiet Place and It Comes At Night are both solid.
  10. Thread: NFL 2019/2020

    by Stu Gotz
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    Bills just signed Quinton Jefferson from Seattle....

    Bills just signed Quinton Jefferson from Seattle. That’s going to be a nasty defense.
  11. Thread: NFL 2019/2020

    by Stu Gotz
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    83,556

    Gave up lots. But Beasley, Brown and Diggs is...

    Gave up lots. But Beasley, Brown and Diggs is going to be nice.*

    *With the undertstanding the Bills will always crush the hopes and dreams of their fans.
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    Is there a precedent for this level of sudden...

    Is there a precedent for this level of sudden economic disruption across the country? Like....ever?
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    We need anticipatory leadership from the top, not...

    We need anticipatory leadership from the top, not Fed bullying and playing catch up. Every day it’s going to get worse. Much worse. We need trillions for small businesses and working people, RIGHT...
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    The Fed did its part, now congress and the WH...

    The Fed did its part, now congress and the WH have to come out swinging. Predictions for GDP contractions of more than 5% in 2Q. Also, more than whispers that DB is teetering. This is going to...
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    https://amp.ft.com/content/6addc002-6666-11ea-800d...

    https://amp.ft.com/content/6addc002-6666-11ea-800d-da70cff6e4d3?__twitter_impression=true
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    At the end of the day, it's just money and it can...

    At the end of the day, it's just money and it can be recouped. Stay safe, wash yer hands and don't lick the handrails.
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    The equity markets are puking this morning.

    The equity markets are puking this morning.
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    Aww c'mon NC. Down 25% from ATH in five...

    Aww c'mon NC. Down 25% from ATH in five trading days is not a sell-off. Last night Americans realized the federal government has no capability or interest in helping them out over the next few...
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    I was implying that the overnight flush seems a...

    I was implying that the overnight flush seems a whole lot like capitulation. Right or wrong, I think buying quality names mid morning will pay off. $LVMUY.
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    Going on nothing other than gut feeling, I think...

    Going on nothing other than gut feeling, I think last night’s Oval Office address and the subsequent limit down on the futures is getting close to the low. Once Italy stabilizes, things are going to...
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    Seems like lots of folks are focusing on 2675. ...

    Seems like lots of folks are focusing on 2675. If it holds, back in business. If not....
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    There are some folks who are going to get tapped...

    There are some folks who are going to get tapped out by the margin clerks this week.
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    Pros: cheaper gas, consumers have more disposable...

    Pros: cheaper gas, consumers have more disposable income to spend on toilet paper and face masks.

    Cons: entire shale industry goes bankrupt.
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    This will be my concern if the market continues...

    This will be my concern if the market continues to sell off. Folks like Kevo's parents rotating out of stocks 3-5 years earlier than expected as the rally runs out of steam. If I was in my 60's and...
  25. Thread: 2020 Lacrosse

    by Stu Gotz
    Replies
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    2020 Lacrosse

    Lots of talent out there this spring, but I think the Orangemen are going to find their ol’ mojo this year.
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    Go to Normandy. The train from Gare St. Lazare...

    Go to Normandy. The train from Gare St. Lazare takes about 2 hours and you can pick up a small tour when you get to Bayeux. It is worth the day.
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    Is there an American equivalent to the Guy...

    Is there an American equivalent to the Guy Ritchie "chav heist caper?" Steven Soderburgh movies?
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    I always thought once you get “upstate”, anything...

    I always thought once you get “upstate”, anything north of the thruway and east of 81 is just “up north.”

    “Where are you going snowmobiling?”
    “Up North”
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    I have no idea what will end this, but we’re 12...

    I have no idea what will end this, but we’re 12 years into one of the greatest rallies in history and stocks are still ripping higher? I’m sorry, but this is some bad juju.
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    'If I could ever get the story right, how the sun...

    'If I could ever get the story right, how the sun seemed to gather around him and pick him up and lift him high into a tree, if I could somehow re-create the fatal whiteness of that light, the quick...
  31. Thread: NFL 2019/2020

    by Stu Gotz
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    When did the Pats last play on Wilfcard weekend? ...

    When did the Pats last play on Wilfcard weekend? They’ve had homefield advantage forever.
  32. Thread: NFL 2019/2020

    by Stu Gotz
    Replies
    2,124
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    83,556

    Congrats to the Pats. But the Bills on the...

    Congrats to the Pats.

    But the Bills on the come up. Gonna be some good years in Orchard Park.
  33. I'd make fun of Elon but coming out with one half...

    I'd make fun of Elon but coming out with one half baked idea after another with zero follow through is something I can relate to.
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    I lay in bed at night and cry because I’m pretty...

    I lay in bed at night and cry because I’m pretty sure I’m going to send my kids to college right before the higher education racket comes crumbling down.
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    I think any tuition assistance/forgiveness plan...

    I think any tuition assistance/forgiveness plan is going to be DOA until millennials start putting their own en masse in Congress. There are just too many folks out there who think “Johnny should...
  36. Thread: PSA: Its Back

    by Stu Gotz
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    Ha. That is a great first line of a novel. I...

    Ha. That is a great first line of a novel.

    I grew up about 20 minutes south of Ithaca and never thought the weather was all that bad.

    But yeah, east of Syracuse and north of the thruway is...
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    “Awarded” like Doral was awarded the G7?

    “Awarded” like Doral was awarded the G7?
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    Onitsuka Tiger Mexico slip on Smart move by...

    Onitsuka Tiger Mexico slip on

    Smart move by ASICS to bring back the old Onitsuka brand for the throwback style.
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    Man, that was awful. The players seem lost and...

    Man, that was awful. The players seem lost and unsure of what to do. It was just a bunch of guys passing the ball around tonight. Berhalter should be fired tonight.
  40. Leave your “Kiss me, I’m Kurdish” shirt at home,...

    Leave your “Kiss me, I’m Kurdish” shirt at home, though.
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    Jeez, Benny. That’s pretty harsh. I’m a huge...

    Jeez, Benny. That’s pretty harsh.

    I’m a huge Northeast homer, but the foreseeable future of this country runs through Austin and Raleigh/Durham.

    The NE needs to figure out how to leverage...
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    After all is said and done, I am guessing the...

    After all is said and done, I am guessing the home values in my town will bottom at ~40% off ‘07/‘08 highs.
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    2% wealth tax. Use it or lose it. Also,...

    2% wealth tax. Use it or lose it.

    Also, carried interest shenanigans need to go.
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    😆. That was a good laugh.

    😆. That was a good laugh.
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    TikTok and VSCO. They are going to the eat the...

    TikTok and VSCO. They are going to the eat the lunch of Facebook/Instagram over the next decade. And then something else will come along.
  46. Thread: Lacrosse 2019

    by Stu Gotz
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    Thanks Ice. I always though the laxpower boards...

    Thanks Ice. I always though the laxpower boards were really good. The players were always treated with respect and there was a lot of knowledgeable folks on the board.
  47. I think weird mosquito born sicknesses are going...

    I think weird mosquito born sicknesses are going to be more of an issue than rising tides. We’re going to be on mosquito watch here in CT until November this year, with Equine Encephalitis popping up...
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    Ahhh. Here we go. ...

    Ahhh. Here we go.

    https://www.eurofinance.com/news/johnson-johnson-makes-15bn-swap-bet-to-boost-income/
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    In 75 years when the SW and the Gulf Coast become...

    In 75 years when the SW and the Gulf Coast become unlivable, NE real estate will regain its value. Just a question of getting the kids to keep ye ol’ homestead.
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    WE now down around valuation of $12/$15B. And...

    WE now down around valuation of $12/$15B. And they are still trying to shove this through the pipeline.

    I guess if it gets pulled it will never get another shot at the public $ apple.

    Matt...
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