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Everything posted by Jauronimo
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Tell me what stocks do well when interest rates go up?? Maybe some financials but there is an inverse relationship between market returns and rates. All companies are valued on forward looking metrics. Those profits are discounted by the appropriate discount rate which is not the interest rate, by the way. In fact for some big tech companies, most of which are 90% or more equity in their cap structure, rising interest rates have very little affect on the company's WACC/cost fo equity. I can assure you that I do not need any lessons in discounted cash flow analysis. The real pressure from rising rates is that the whole market is currently propped up on cheap debt and cheap margin. A hint of rising rates sparks a move from speculative investments to safer harbors. According to the experts TESLA has been overvalued for going on a decade. As to if its more overvalued than AMC I would just say that if I had to bet as to which has more staying power: Musk's vision and drive OR the attention span and commitment to HODL of autists, I'm taking Elon all day.
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TSLA is changing the world and energy sector. AMC is a relic from the golden age of brick and mortar retail. One of these things is not like the others.
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Best wishes this upcoming season
Jauronimo replied to Ice bowl 67's topic in The Stadium Wall Archives
The game has changed just a bit since the 70s and 80s. -
What is the worst play in Bills history?
Jauronimo replied to Royale with Cheese's topic in The Stadium Wall Archives
Wasn't that after he had just sarcastically thrown 3 straight balls 10 feet over TO's head? I remember TO was losing it and Trent just had his arms up like "I threw it to you, happy now???!?". It was the most gutless, heartless sequence of professional sports I have ever witnessed. I honestly can't believe he occupied a spot on an NFL roster after that display. At least he never had a spot on our roster ever again 7 days later. -
Best wishes this upcoming season
Jauronimo replied to Ice bowl 67's topic in The Stadium Wall Archives
Thats exactly what someone who just watched almost 30 years of Favre/Rodgers would say. You have no clue what its like out there without a first ballot HoF QB under center. -
Dark Knight or Ghostbusters. I used to watch Ghostbusters almost every day as a kid, had the whole movie memorized despite barely comprehending most of the humor. I did some hard time where cable was out of my budget as a young adult and owned 3 DVDs. Dark Knight and a 12 pack was my go to form of entertainment after work.
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I would like to see a poll of how many of you throw your boss and organization or yourself under the bus in your media facing roles. Whaley actually ended his NFL career by throwing the Pegula's under the bus and admitting that he as GM has no actual power and he was roundly mocked. Now the fanbase is wishing he had publicly admitted his Asst GM role was preparing an old man's oatmeal and he was never on board with our 1st round draft pick.
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Its Owen Power time!! It will be nice to draft someone with a strong name after 10 consecutive picks that sound like brands of furniture or hot breakfast cereal.
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What is the worst play in Bills history?
Jauronimo replied to Royale with Cheese's topic in The Stadium Wall Archives
The whole video is great but the 2:10 mark is the highlight. -
I watched the Granato team. I am also watching the playoffs. That is how I was able to say that even this spunky Granato led team is nowhere near the caliber of the teams I am watching in the post season.
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Watching the playoffs makes me realize how far away the Sabres are from being competitive. With or without Eichel they have no where near the same amount of talent. The puck movement, the play making, the vision, the speed, the grit and physicality... the Sabres have none of that.
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Find someone to hate you like Brooks Koepka hates Bryson DeChambeau
Jauronimo replied to YoloinOhio's topic in Off the Wall
Dustin who was blasting lines on the course? Don't make the Tiger mistake and buy into the carefully managed public personas these guys cultivate. You don't know them. They are not the refined gentleman you desperately want them to be. -
Rodgers Disgruntled with Packers
Jauronimo replied to aristocrat's topic in The Stadium Wall Archives
Yes, its normally reserved to describe someone who has just had a massive bowel movement or a guy who just crop dusted a bunch of nuns. -
This sounds like a scam. I bet Dawson shows up for day one of TE University only to find the doors locked and a flyer on the window that the school has closed. He had better read the fine print and submit for tuition reimbursement quickly before they get to keep his money.
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You don't get out much, do you?
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Find someone to hate you like Brooks Koepka hates Bryson DeChambeau
Jauronimo replied to YoloinOhio's topic in Off the Wall
This thread is nice. -
Harrison Phillips- Can he become what he was drafted for?
Jauronimo replied to TBBills's topic in The Stadium Wall Archives
Theres no doubt Harrison had a monster year in 2012. Not only was he a dominant pass rusher and run stuffer but he also was the team's starting running back, backup QB, and lined up at tight end. If he can return to his junior season of highschool form then he could be a major contributor on both sides of the ball.- 112 replies
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