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Magox

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Everything posted by Magox

  1. I think Tre will surprise to the upside. I don't believe he'll ever be what he was but I thought he played well down the stretch with the Ravens. He'll struggle against speedsters on vertical routes but he looked good against pretty much everything else. He'll provide depth and find himself on the field on some of the formations.
  2. At this stage I would think any deal that could be done would be after the draft. If the Bills pick a RB somewhere in the first 4 rounds then I think that wouldn't bode well for Cook in getting a deal done this year.
  3. Of course Milton Friedman and Thomas Sowell are against tariffs. The world is so intertwined that often times what happens in one country will have a direct impact on another. It appears that many righties have abandoned their long held principles of free markets because Trump now says that they should. Trump is typically a very pragmatic person, he's transactional and honestly I think that is one of his best traits. However, if there is one thing that he harbors ideological beliefs it's on trade and it goes back 40 years. He thinks that globalization has hollowed out many middle class manufacturing jobs and while that was most certainly true in the Midwest, the decline in manufacturing decline for those jobs since the 1950's. It's a myth that NAFTA was a big contributor to the decline, the numbers speak for themselves. Even though globalization did cost some manufacturing jobs it did allow people to buy products at a considerably cheaper price. That helps the consumer and when the consumer is able to buy products that are cheaper that means they have more money to be able to buy more things, which increases economic activity. It's a multiplier effect, and people having more disposable income that often times is spent on goods which means that there are more companies that supply that demand which in turns means more hiring for those companies to satisfy that. Cheaper goods is a good thing, it lowers inflation. Trump's and specifically Navarro's thinking is outdated. Manufacturing jobs will never come back in a meaningful way to the US. - There are a multitude of reasons as to why: - it’s not as if these manufacturers have factories ready to go here in the US. Even if a company were to make the decision to do so it would take years for them to repatriate them to the US - Many manufacturers are working off thin margins, they went abroad to increase those margins. For many it would no longer be viable. And even with the companies that have better margins they would lose tons of profitability and would have to make a huge investment to open up a new factory. - As of right now the odds of a recession are at 60% if we go through with this plan and not remove most of these countries tariffs not only will it be a 100% chance of a recession but inflation will go higher which was one of Trump’s reasons why he was voted in. Not to mention peoples 401ks are getting destroyed - The reason I bring up the recession and inflation is because in about a year the house and some senate members will begin hardcore campaigning , midterms are always challenging for the party in power, if we have a slowing economy or worse yet a recession then Republicans who already have a razor thin majority will lose that majority. Democrats will run attack ads all day long. It will be 2010 Obamacare midterms redux all over again. - Republican leaders now won’t speak out publicly, not too many but they will be forced to speak out about them come the midterms and have to answer these attack ads . The cracks and fissures will emerge within the party and the pressure to speak out against Trump’s policies will be deafening similar to how Obama had to regarding Obamacare. You are already seeing Ackman and Musk speak out against these tariffs. - No big businesses right now are going to reinvest money at this point. Too much uncertainty. Which means economic stagnation. Businesses want certainty, they want to know the economic landscape before they reinvest. - Most of these overseas manufacturers know that Republicans are going to get killed politically for this, they will just wait it out and wait for the next administration to come in. If the purpose of the Tariffs was meant as the stick and it was to renegotiate better deals then that would make a lot more sense. Even so, the haphazard way it was implemented and executed is a complete self-own. With that said, I agree that the deals in place are unfair to the US, many countries have closed off certain products to their countries and a renegotiated deal is a win for the country. If the purpose is to fulfil Trump's and Navarro's long-held beliefs and is not meant as a negotiation ploy but to completely attempt to restructure the US economy (which is a pipe dream not based on reality that would be undone) then this is going to be a very painful 3 years until it is largely undone. Long-term tariffs that are above 10% should only be for need-to-have products such as pharmaceuticals and computer chips and other products that should be created here for our own national best interests. But things like sneakers and $6 t shirts for children at Target and Walmart are being made right where they should be made. The White House economic advisors are at odds with each other, some of you may not know that but they are. On one side you have more of the sober-minded guys like Bessent and on the other you have the evangelists such as Navarro then of course in the middle you have a moron like Lutnick who praises Trump like a sycophant who has lost all credibility. The Trillion dollar question is who will win out? Is this a long-term plan to try to fix the trade deficit and bring back a manufacturing renaissance to the US (lol) or a negotiating ploy to get better restructured trade deals?
  4. Cap is gonna go zoom zoom zoom!! I would expect the networks will be out and in comes Amazon, Hulu, Netflix and all the big streaming services. Their market cap for CBS is $11 Billion. The market cap for Netflix is $403 Billion. The bidding war is going to be wild!
  5. It’s all negotiations. The Bills know that Cook doesn’t want to play another year at his current contract level and they are in no rush to get a deal done. The Bills have the upper hand and I suspect a deal gets done before the season.
  6. Cook at $13M AAV and it’s a wrap
  7. The Bengals and Cowboys could learn a thing or two from Beane
  8. Wow! That is a lot cheaper than I imagined. What a hell of a deal
  9. I'm not sure if there is a reading comprehension problem, I said 2 yards + out.
  10. I think what makes this even more impressive is that James Cook was not the option for the Bills to score a TD from within a yard. Meaning his TD's were pretty much exclusively from 2 yards out +
  11. Already a good starting DE, no signs of peaking. $18.4M AAV for next 5 years was a hell of a deal
  12. Rousseau's pressure stats in the playoffs is pretty good relative to his peers. Also, I know there were some people saying that Rousseau gave up on the run play TD by Mahomes, if you look at the video it is the third clip and he absolutely did not give up on that play. By the time he had began to slow down his pursuit, Mahomes was clearing the goal line. I think people probably saw a bad angle or something but it is clear as day in that clip that he had no shot whatsoever of getting to Mahomes. He went inside but didn't bite hard and when he went to pursue Mahomes the RB was there to crackback block Rousseau.
  13. This thread will be fun 10 months from now
  14. I’m not nearly as down on Kincaid as many on this board are. There were an uncharacteristically high volume of throws that Josh missed Kincaid on this year and he was playing with lots of injuries. Barring injuries I expect him to play at a high level this year.
  15. I haven't seen enough of him to form a solid opinion about him one way or the other. I do think the Bills will draft a LB with one of their picks this year to compete for a roster spot with the hopes of eventually becoming a meaningful player that contributes. Dorian is fine but I don't think they will just settle with him being an entrenched starter.
  16. Look who is second
  17. Stingley is the premier CB ballhawk in the league. The completion percentage you are citing is out of context. Benford is one of the top 2 CB’s in the league in yards per target meaning that when WR’s do catch the ball on him it’s for a pittance. He doesn’t give up many yards and receivers don’t get much separation on him as he is among the leagues best. He’s also scheme versatile as he is not just a zone CB, he is actually a good man to man corner. I was thinking the Bills could get him for $21-$23M AAV. Now I think that ship has sailed. The Bills already have a hole at the position which also increases his leverage. I don’t see how the Bills let him walk next season unless he regresses or has a serious injury concern. Benford is arguably the Bills best defensive player, you don’t let guys like that walk unless you have a good backup plan in place. And the odds that they will find a replacement either via draft or FA as good as him is miniscule. The only leverage the Bills have is that Benford would have to wait another year before he has life altering income and if he were to be seriously injured he jeopardizes tons of guaranteed money. Neither camp is in a hurry to get a deal done, realistically they could wait until a few weeks before the season begins.
  18. It's easy to say that the Bills should have locked up Benford by now but we don't know what he was asking. With that said, his price went up and there is no way that I see that the Bills will let him walk. The sooner they lock him up the lower they will have to pay. His bag went up probably around $3-$5M more AAV than what it could have been had just 2 weeks ago. WR's don't get separation against and they don't get too many meaningful catches on him.
  19. I've been wanting to create a thread on this topic, the two most undervalued position groupings has/had been the RB and CB positions. RB's are now beginning to get paid closer to what I believe are there more fair valuations. The CB market up until now had the highest paid guy at $25M AAV, which is criminally undervalued. If WR's are the 2nd/3rd highest paid groupings with the max at $40M AAV, then the guys who have the ability to cover those guys on an island should be paid at a somewhat commensurate valuation. Stingley's contract is 20% higher than the next closest guy. That is a blowout resetting contract at that position. I think this is probably the disconnect between Benford and the Bills, I'm guessing the Bills are offering a team friendly deal of around $20M AAV and Benford is looking for $25M AAV. Despite what some may believe that he is only a Zone Cover DB, he has demonstrated that he can play man to man sort of coverages at a high level. There is no way in my view that the Bills at some point whether its this year or next let him walk away without either tagging or extending him.
  20. I expect Dalton to have his best year yet. He has a couple things going on last year, injuries and for whatever reason he and Josh couldn’t get on the same page. There were multiple times off the top of my head where Josh over threw him on the down the field plays. Remember the play that he ended up missing a wide open Kincaid that would have been a 27 yd TD? https://www.nfl.com/videos/josh-allen-misses-golden-opportunity-for-28-yard-td-pass-to-kincaid If memory serves me right Kincaid suffered a knee injury and missed a few games and was hobbled for a few more as a result of this play
  21. He still can play at pretty high level. On a side note, I saw a video of him this past season talking to his defensive teammates in a Mic’d up situation on the sideline and he is an absolute leader. Just the energy and what he was saying I just remember coming away very impressed with what and how he was saying it. Would love to have him on the team and now with 2 of our defensive players being sidelined for the first few weeks it should be a consideration
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