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Type: Posts; User: Stu Gotz

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    I lay in bed at night and cry because Iím pretty...

    I lay in bed at night and cry because Iím pretty sure Iím 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 ďJohnny should...
  3. 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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    ďAwardedĒ like Doral was awarded the G7?

    ďAwardedĒ 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.
  7. Leave your ďKiss me, Iím KurdishĒ shirt at home,...

    Leave your ďKiss me, Iím KurdishĒ shirt at home, though.
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    Jeez, Benny. Thatís pretty harsh. Iím a huge...

    Jeez, Benny. Thatís pretty harsh.

    Iím 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 Ď07/Ď08 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.
  13. 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.
  14. 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. Weíre 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 olí 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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    Millennials canít afford a primary residence. How...

    Millennials canít afford a primary residence. How they gonna by a 2nd home?
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    How long did it take to put that thing together? ...

    How long did it take to put that thing together? Thatís an obscene amount of scaffolding.
  20. Thread: NFL 2019/2020

    by Stu Gotz
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    Troubling breaking news if youíre a Pats fan.

    Troubling breaking news if youíre a Pats fan.
  21. Thread: NFL 2019/2020

    by Stu Gotz
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    I know that Edelman is a ďteam guyĒ, but he...

    I know that Edelman is a ďteam guyĒ, but he signs for 2/$11 and Brown gets a potential 2/$35. You donít think thatís going to cause some issues?
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    Havenít the Sawx always been a team that wins the...

    Havenít the Sawx always been a team that wins the World Series and then the wheels always fall off the following year? I just thought that was the expected cycle?
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    How can you fire the guy 1 season removed from a...

    How can you fire the guy 1 season removed from a championship?
  24. Thread: NFL 2019/2020

    by Stu Gotz
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    Edelman will always get his reps. The whole...

    Edelman will always get his reps. The whole offense is predicated on the slot receiver running cross routes and messing with the line backers.
  25. Thread: NFL 2019/2020

    by Stu Gotz
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    Itís amazing to watch the Pats win because itís...

    Itís amazing to watch the Pats win because itís simple football done impossibly well.
  26. Thread: NFL 2019/2020

    by Stu Gotz
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    Bills being the Bills.

    Bills being the Bills.
  27. Thread: NFL 2019/2020

    by Stu Gotz
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    If he does a 180 and turns out to be a solid...

    If he does a 180 and turns out to be a solid citizen in NE, thatís a whole Ďnother of a$$holery.

    He ruined two seasons for two different teams. Thatís goes well beyond the other prima donnas.
  28. Thread: NFL 2019/2020

    by Stu Gotz
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    The football gods do not like yo be mocked. This...

    The football gods do not like yo be mocked. This doesnít end well.
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    Something I never thought I would see...once in a...

    Something I never thought I would see...once in a blue moon, there is too much bullsh!t for Wall Street.

    WeWork’s IPO pricing will likely be 1/2 it’s last private valuation.

    Tough week for...
  30. https://www.youtube.com/watch?v=PAX74HkmvHU[/QUOTE...

    https://www.youtube.com/watch?v=PAX74HkmvHU[/QUOTE]
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    Itís interesting to note that Xi & CCP leadership...

    Itís interesting to note that Xi & CCP leadership believe that the downfall of the Soviet Union was allowing western liberalization to take root. So believing that the CCP will evolve beyond...
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    Itís marinated chunks of chicken, pork or lamb...

    Itís marinated chunks of chicken, pork or lamb served on buttered sub roll.

    Straight out of Binghamton, NY.

    I ate a lot of them as a kid.
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    I would contact a local real estate attorney. ...

    I would contact a local real estate attorney. While the realtor may be open to negotiations, the company she works for may not, and they may come after you for the whole nut when you were just...
  34. My son and I were discussing going to the air...

    My son and I were discussing going to the air show. Is it an overwhelming mass of humanity or a pretty good place to see the planes and have a good time?
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    Mismatched maturities. History may not be...

    Mismatched maturities. History may not be repeating, but itís certainly rhyming.

    Also, the President trying to gun the market on a tick be tick basis is embarrassing.
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    what really scares me is China goes tits up and...

    what really scares me is China goes tits up and pulls everyone down with it.

    The stock market is the least of my worries.
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    I'm a glass half full guy, but I've got a...

    I'm a glass half full guy, but I've got a horrible feeling that shit is really going to hit the fan in the next 6/12 months. We're way the hell into this cycle and economies around the world are...
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    I think it is Cono who mentions gaps get filled...

    I think it is Cono who mentions gaps get filled (and heís usually right). I wonder if we are going to fill the Dec low gap up?
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    As the Chinese curse says: ďmay you live in...

    As the Chinese curse says: ďmay you live in interesting timesĒ. Well, interesting times are here...
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    Its gonna run. The amount of capital fleeing...

    Its gonna run. The amount of capital fleeing China over the next few weeks will significant.
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    ďI will get that extra 25bps if I have to take...

    ďI will get that extra 25bps if I have to take the economy straight to hell!!Ē - Orange Jesus.
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    Tomorrow we see how the markets react when the...

    Tomorrow we see how the markets react when the Uber decade ends.
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    WeWork Co-Founder Has Cashed Out at Least $700...

    WeWork Co-Founder Has Cashed Out at Least $700 Million Via Sales, Loans - WSJ

    God bless. Shouldíve pulled twice that amount out.
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    The N.Y. Fed released some economic data recently...

    The N.Y. Fed released some economic data recently that showed the anemic growth in the tri-state area (ex-NYC) and it was abysmal. In one of the longest economic expansions in history, there are...
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    Solar Energy is getting really cheap

    https://www.forbes.com/sites/jeffmcmahon/2019/07/01/new-solar--battery-price-crushes-fossil-fuels-buries-nuclear/#14552185971f

    The numbers quoted here are ridiculous in both size and pricing.
  46. Thread: Paris Hot

    by Stu Gotz
    Replies
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    1,925

    Itís my job to schlepp management around Europe...

    Itís my job to schlepp management around Europe to meet with investors. Was just wondering if walking between meetings was doable in 97 degree heat. Itís not.
  47. Thread: Paris Hot

    by Stu Gotz
    Replies
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    Faack. Thatís what I didnít want to hear.

    Faack. Thatís what I didnít want to hear.
  48. Thread: Paris Hot

    by Stu Gotz
    Replies
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    1,925

    Paris Hot

    Iíll be in Paris next week and it looks like 100+ for a few days. Is this going to be Houston in August heat (very humid), or just your average ďMan itís hotĒ kinda heat?
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    BCOM slashes 2nd half guidance. Every other...

    BCOM slashes 2nd half guidance.

    Every other chipmaker will follow.
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    Ford v Ferrari

    Someone reached into the olí bag of ďUSA is the plucky underdog and weíre gonna whup some ass with our plucky can-do spirit.Ē

    And it looks awesome.
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