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Type: Posts; User: Stu Gotz

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  1. Replies
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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.
  8. Its checkbooks all the way down.

    Its checkbooks all the way down.
  9. 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.
    ...
  17. Thread: RIP Bob Saget

    by Stu Gotz
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    rwG3HWubpZI

    rwG3HWubpZI
  18. 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.
  30. 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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    I don't think Coinbase being publicly traded had...

    I don't think Coinbase being publicly traded had anything to do with it other than it being a high profile test case.

    I think using the term "super legal" in crypto-land is misplaced. There is...
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    Boarding School

    Or maybe Armstrong and Coinbase went way out over their skis and got called on it. A product that yields interest in exchange of a collateral is a security. The structure of the product and its...
  36. I’d be surprised if the cyber truck is ever put...

    I’d be surprised if the cyber truck is ever put into production.
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    There’s Black 2021 RS7 that I’ve seen around town...

    There’s Black 2021 RS7 that I’ve seen around town a bit and it’s a monster. Very, very nice.
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    The scale has been so weighted toward capital for...

    The scale has been so weighted toward capital for so long that it’s a shock when labor has a bit of leverage. It will be interesting to see how long it continues.
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    It makes me nervous once the “pulling equity out...

    It makes me nervous once the “pulling equity out of x to buy y” stories start to crop up with regularity.
    ...
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    Checking in from glorious Fairfield County, home...

    Checking in from glorious Fairfield County, home of the endless thunderstorm.

    Nothing is going for above asking, but six houses on our street have sold since December, which is surprising as I...
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    100 degrees (F)+ for western Canada next week?

    Is this correct? That’s Phoenix-like weather.
  42. Thread: Lacrosse 2021

    by Stu Gotz
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    Gait and Pietramala. I guess? We'll see if...

    Gait and Pietramala. I guess? We'll see if diametrically opposite views of coaching can exist together.
  43. Thread: Lacrosse 2021

    by Stu Gotz
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    Good for RIT. They’ve been knocking on the door...

    Good for RIT. They’ve been knocking on the door for more than a decade. Always snakebitten by one of the NESCAC teams in the semis (mostly Tufts). Well deserved getting by Tufts and Salisbury this...
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    That's a little bit disingenuous, no? Manhattan...

    That's a little bit disingenuous, no? Manhattan is significantly more dense than Paris. The outer boroughs are mostly low level row houses.
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    Speech by Governor Brainard on private money and...

    Speech by Governor Brainard on private money and central bank money as payments go digital

    https://www.federalreserve.gov/newsevents/speech/brainard20210524a.htm

    Are Millenials poorer than...
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    SheRa - do your homework, have a plan, and trust...

    SheRa - do your homework, have a plan, and trust it.

    And by all means, cut out the noise. Especially from those that you think are on your side.
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    Musk pumping Bitcoin every time it approaches the...

    Musk pumping Bitcoin every time it approaches the impairment level is truly a thing of beauty.
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    For those who enjoy putting feet to pavement, the...

    For those who enjoy putting feet to pavement, the Wineglass Marathon is a nice jaunt through the rural environs of greater Corning.

    https://www.wineglassmarathon.com
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    Much love to Corning Inc. for sticking to its...

    Much love to Corning Inc. for sticking to its roots and not chasing lower tax rates.
  50. Thread: Lacrosse 2021

    by Stu Gotz
    Replies
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    Really good. Playing confident at the right time.

    Really good. Playing confident at the right time.
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