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Type: Posts; User: Brock Landers

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    Houck getting ripped today in Boston. Word is...

    Houck getting ripped today in Boston. Word is Sale was ready but they didn’t want to activate him and not have him allowed in canadia.
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    Not like lev loans

    Not like lev loans
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    Real Estate Crash thread

    Disagree on the TIPS thing actually. If inflation goes up ( more than what’s currently priced) rates will go up. Tips are a longer duration asset. So you’ll get hit w the duration component. Just...
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    Gasoline has every issue imaginable that most...

    Gasoline has every issue imaginable that most commodities have plus more- politics, supply chain, normal get the raw material out of the home, taxes, more demand than anything else. The holy grail of...
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    Dood yer views on inflation are off. Take the L...

    Dood yer views on inflation are off. Take the L on this one.

    If inflation was increase in money supply we’d have more than 1% inflation from 2010-2020.

    Velocity of money is the term you’re...
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    Is he not doing well in LA? Haven’t noticed. He...

    Is he not doing well in LA? Haven’t noticed. He got a ring at least.
  7. Thread: 2022 PGA

    by Brock Landers
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    2022 PGA

    My real point is that all of a sudden, because they’re going to the LIV, DJ Brooks Bryson now suck? And you cite Kevin Kisner, Marc Leoshman’s 6 career wins, Harris English…THE Harris English, in the...
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    Haha. Where he hits .257 with 19HR and 53RBI in...

    Haha. Where he hits .257 with 19HR and 53RBI in 96 injury plagued games.
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    Aaron fucking Judge. Goddamn.

    Aaron fucking Judge. Goddamn.
  10. Thread: 2022 PGA

    by Brock Landers
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    16,189

    Yeah that field looked amazing. How did Xander...

    Yeah that field looked amazing. How did Xander manage to beat Marc Leishman? Great effort by him.
  11. Thread: 2022 PGA

    by Brock Landers
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    355
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    16,189

    Is the Travelers a Korn Ferry event? Holy shit,...

    Is the Travelers a Korn Ferry event? Holy shit, yeah Dustin Johnson would definitely be a better player because…Sanjit Theegala and Michael Thorbjornson is pushing him. Who the fuck is half this top...
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    Hottest team in the league….

    Hottest team in the league….
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    You were in southie?

    You were in southie?
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    So no obnoxious accent on cwuhsssuhnt?

    So no obnoxious accent on cwuhsssuhnt?
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    It’s already flat…at this point aggressive fed...

    It’s already flat…at this point aggressive fed will invert it.

    Buy bonds!!
  16. Thread: 2022 PGA

    by Brock Landers
    Replies
    355
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    16,189

    2022 PGA

    Make up whatever reasons you like, Johnson Koepka and DeChambeau are 3 of the best golfers in the world. Right now and for the foreseeable future. Ryder Cup automatics. Say they’re decrepitude or...
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    Stands look about as packed as dodger stadium in...

    Stands look about as packed as dodger stadium in the bottom of the first. :)
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    That’s inflationary. The supply CHAIN issues are...

    That’s inflationary. The supply CHAIN issues are working themselves out. A lot of the issues now are pure supply. Not enough of stuff.
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    Not that he’s wrong but when you’re fed chair I’m...

    Not that he’s wrong but when you’re fed chair I’m not sure Summers answer works. Dual mandate and all.
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    Bitcoin....who's gotten into it?

    Fair enough, don’t short it. I wouldn’t either.
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    Re2pect. I went to old yankee stadium right...

    Re2pect.

    I went to old yankee stadium right before they moved (2006?). Just to visit once. Not even sure who they were playing. Went in before first pitch, game got rained delayed until the next...
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    Bitcoin....who's gotten into it?

    I can’t believe how much it’s dropped! How much these con artists are duping these absolute sheep into losing so much money. Need the SEC to step in and protect people from themselves. Tell them what...
  23. Thread: 2022 PGA

    by Brock Landers
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    Not gonna hit 60 tomorrow. Morning on the cape...

    Not gonna hit 60 tomorrow. Morning on the cape gonna be 50 and raining.
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    OFFICIAL MLB 2022 THREAD

    Yeah last word I’d call the bleachers at yankee stadium is sterile. Make sure you’re up to date on all vaccinations and wash your hands!
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    That Lexus available?

    That Lexus available?
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    Baker Street apparently an alto sax.

    Baker Street apparently an alto sax.
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    Ugh. Which govt. there are some motherfuckers out...

    Ugh. Which govt. there are some motherfuckers out there. Starting w China.
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    Jesus Christ dude he’s looking for some sax...

    Jesus Christ dude he’s looking for some sax advice. Chilllllll … long weekend

    I know nothing about saxophones, sorry can’t help ya but I would’ve asked here too. Gotta be some sax playing dentists.
  29. Thread: 2022 PGA

    by Brock Landers
    Replies
    355
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    16,189

    Not sure there are too many Massholes at a golf...

    Not sure there are too many Massholes at a golf event…at TCC.

    Most are probably still hungover from last night, getting ready to play some street hockey then hit the 9’s for Blockbuster beers...
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    A long weekend at that! Who fuckin knows though...

    A long weekend at that! Who fuckin knows though right? This stuff has no record, no precedent, it’s all over the place going +\- 5% for absolutely no reason.
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    Not the usual garden variety regulatory risk...

    Not the usual garden variety regulatory risk either
  32. Sweet thanks for the tip

    Sweet thanks for the tip
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    Those Chinese oil companies are largely state...

    Those Chinese oil companies are largely state owned. My advice: stay away from state owned companies especially those who aren’t friendly w the US.
  34. I think Wiggins just grabbed another offensive...

    I think Wiggins just grabbed another offensive rebound.

    What the fuck Celtics.
  35. Theis needs to step out, not up.

    Theis needs to step out, not up.
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    Bob….you need to charge 2 and 20.

    Bob….you need to charge 2 and 20.
  37. Congrats to GS, reminded me of a couple patriots...

    Congrats to GS, reminded me of a couple patriots Super Bowls. Show championship mentality, have the best player, wait for the other team to suck and pounce.

    Celts have a lot to learn and it was a...
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    This is true! 90% of the worlds cobalt is from...

    This is true! 90% of the worlds cobalt is from dem rep Congo and probably controlled by warlords. 60% of the worlds nickel (necessary in EV batteries) comes from Russia. Lithium is being produced and...
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    Ok. Agree to disagree.

    Ok. Agree to disagree.
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    This was very very true…. less so nowadays

    This was very very true…. less so nowadays
  41. Cape cod permanently? I can meet up if mniaw...

    Cape cod permanently? I can meet up if mniaw canget it to VT (whenever)
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    This…..this is different than the inflation...

    This…..this is different than the inflation argument. The idea that easy monetary policy caused asset bubbles is one of the big macro/fed policy debates of the last 10 years. Bernanke/Yellen said no,...
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    fed buying was the cause of inflation….that was...

    fed buying was the cause of inflation….that was the original point of it. To inflate the economy. And it never really worked that well. Remember all the inflation in 2011,2012, 2013,...
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    Is the stock market going to tank?

    Ppp was a drop in the bucket. 350b? Rounding error.

    How did ppp cause inflation in GB? In Germany? Asia? Which are all just as bad if not worse than the Us. How did ppp jack up the price of lumber...
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    How has energy/oil demand risen 1-1.2%pa for the...

    How has energy/oil demand risen 1-1.2%pa for the last…30? Years (Gfc and covid excluded) despite renewables? Emerging economies are growing and using just as much if not more fossil fuels than we...
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    Nobody gives a shit

    Nobody gives a shit
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    Right now Fed funds futures implying 75 now and...

    Right now Fed funds futures implying 75 now and another 75 in July. 50 in sept 50 Nov.
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    Front end pricing in 3.75-4 by Feb. 10y and out...

    Front end pricing in 3.75-4 by Feb. 10y and out may get to 350.

    I think we will see- whether through actions this week or the language setting up July, fed isn’t going to make the same mistake...
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    Savings balances still high so the milked...

    Savings balances still high so the milked consumer should be ok for a bit

    What is “corporate America” anyway? Capitalism?
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    Breakevens from 2y out to 30 all down. That...

    Breakevens from 2y out to 30 all down.

    That means inflation expectations all lower.
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