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mjd1001

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Everything posted by mjd1001

  1. Bad idea. What we need from both sides is less targeted incentives. Less picking of winners and losers. If money is good for one group, then it should be good for everyone. The best way to further divide people in this country is to keep telling them...you get something but you don't get it. You bought something a year too early, if you would have waited you could have gotten this too.
  2. For me to think they do not make the playoffs, I need to see a couple things or think a couple things: -Josh Allen is hurt -The Defense is MUCH worse than even the unit that ended the season last year. -The offensive line has 2 (or more) starters out with major injuries. Until I see those things, I still think they make the playoffs.
  3. If Allen is healthy the whole year and they are not further destroyed by injuries up and down the Roster, yes, they make it. Losing Milano hurts. I'm not sure the reason behind what I'm going to say, but I kinda feel like losing him lowers your ceiling for wins, but doesn't really lower your floor for win total.
  4. So split the difference. Have them run 70. Or at least how close would it be at the 70 mark? Although 100 is meters and 40 is yards...converting yards to meters or meters to yards....figuring the half way point......forget it I don't want to do the math.
  5. Except that 10.19 time by Hill is his best ever, right? And he hasn't been training for that event lately so I'm guessing (and I think rightly so) he's not going to beat that, repeat it, or probably be very close to it without a LOT of training for that event. Lyles, however, is almost always at 10 seconds or below. Even his times at or slightly above 10 seconds are usually in qualifying events. When he is in the finals, and needs to put down a good number, he usually is closer to 9.8. 9.79 in the Olympics here. 9.8 or 9.83 in at the Worlds last year. Of course this is my opinion, but I think if Lyles is focused, hes hitting 9.8, or possibly only a few hundreds behind or maybe even in front of that number. I think the odds of Hill repeating his 10.19 are much lower than Lyles repeating the 9.8. Thus, my opinion is Hill would be farther behind than their 'best ever' times state.
  6. That is not 'trolling us all', that is just how social media works. No one is 'taking it hook line and sinker' from just him. Once you use social media with following athletes and celebrities, that is what is involved in it. Its entertainment, but of course it is worth talking about because....that is what fans do.
  7. Probably. They don't even need to 'race', just have Hill go to a track, start out of the blocks, record the time compared to Lyles, and there you go. But where would the fun be in that?
  8. didn't see this posted yet: https://www.msn.com/en-us/sports/other/dolphins-superstar-tyreek-hill-believes-he-can-beat-noah-lyles-in-a-race/ar-AA1oGhxm?ocid=BingNewsSerp
  9. I'm agreeing it probably won't work in Orchard park, before you say the statement make no sense, how about reading it carefully and then telling me why it works in the places I mentioned? I said it won't work in OP because of the population center and lack of money, but it not working has NOTHING to do with anything else I said. Again, look at the examples I gave. Why does it work there but not OP? For the reasons I stated. You replying to me the way you did, that makes no sense. Do you actually read or do you just feel the need to criticize a post despite what it says? I did end my very post you are replying to with me saying I can't see it working in OP?
  10. Malls are being replaced with 'lifestyle centers', and they seem to be doing well (not always 100 percent full, but for sure better than malls). Easton Town Center in Columbus is a big one. Assembly Row in Boston is packed in the spring/summer. There are a lot more. Basically, take a mall, make it outdoors and pedestrian friendly, focus a bit more on restaurants and activities and a bit less on stores. Throw in a hotel or two, maybe an office/company headquarters, some luxury apartments, make it seem like its its own village/city block, and people seem to like that a lot more than traditional malls. BUT, you need a decent population density nearby and those people need to have a decent amount of $$ if you want it to work. Assembly row in Boston seems to be doing well (and they are considering building the new Soccer stadium there). But it has buiit in advantages. It still seems to me to be primarily a shopping/dining destination, but its Only a couple miles from Downtown Boston. On the river. Its own subway station. A large medical office and a corporate headquarters to make sure there are always workers in the area, in addition to visitors/residents. I can't see any of that being replicated in OP.
  11. Bills hall of fame open everyday, with stadium tours should be in the mix, I think it probably will be. Beyond that, as others have said, not sure what you can do. The more I think about it, even as writing this, the more I think the best thing is the stadium, ample parking/tailgaiting (its what fans here want), maybe a large gathering spot for bands/events right inside or outside the gates, Bills store, Bill HOF, and thats it. This stadium is likely not to be an economic driver for anyone/anything except for Pegula and the NFL. Just make it enjoyable for fans who go to the games.
  12. I agree about Patriot place in Foxboro. First time I was there I was thinking, this is great! partially covered outdoor mall, a couple interesting restaurants, a dine-in movie theater. It was a fun visit. A year after our first visit we went there again and the novelty wore off. It was just that, a novelty, a shopping/entertainment area near the stadium that, once you visit it, its kinda 'eh'. And I think it would do better in Foxboro, a LOT more people live within a 20-30 minute drive there than they would in Orchard Park. I'm not quite sure the same concept would work here (actually, pretty sure it wouldn't).
  13. Before Vegas got a team, I always thought don't do it in cities that have NFL teams...do it in Vegas and Orlando. One year its in the 'family friendly' place, the next in sin city. Of course, with no NFL teams there, that kinda takes away having a great stadium there already.
  14. I know there is a lot of sarcasm here, but I repeat what I said. Both candidates are terrible. We need a moderate. But neither side will give us that bout of the primaries. Most Americans pick their party and are more worried about 'owning' the other side...making people who disagree with them feel bad...rather than supporting what is actually good for the country. Biden, Trump? both of their polices are bad for this country.
  15. And the 'rhyming' to the 2007 chart continues. Lets see this drawdown level out, throw a little vix in there, before we recover back to all time highs in about 1-2 months. Then the bottom falls out early next year. The 2024 chart is just SO close to the 2007 chart.
  16. Biden's policies will get us to the 'bad ending' economically, but Trump isn't much, if any better. Even before Covid he ran up deficits and debt....and most of his current policies/promises look like debt will be increasing even more. They both suck. The problem with our country now is we need a rational moderate candidate (from either party) who is willing to say what needs to be said and do what needs to be done. Both sides of the political spectrum are more worried about pandering to their extreme bases, and as a county we elect these idiots when we need different choices on BOTH sides.
  17. Lets see, if I remeember correctly about 25-30 years ago when I was still in school we played Front page sports football on the computer.... -Players had 12-15 or so rating each, and they all seemed to actually mean something in terms of play on the field. -you could design custom playbooks -WITH custom plays. Every single player on the field you could give complicated logic, literally draw their routes/paths/zones pixel by pixel ANY formation that was legal in the NFL you could do. -Custom team names if you want, custom uniforms if you want. -make your own schedules (with a mod) -With a few small tweaks to ratings, get a realistic result (the best QB would PLAY like the best QB, the best CB would actually PLAY like the best CB) -so much customization. Play league games out of order if needed. Adjust not only playbooks, but coaching profiles to get cpu controlled teams to run/pass more or less, blitz more or less, even lean toward certain plays in certain situations. Sure, the graphics were bad compared to now...but all those things...I remember thinking to myself...just how good will NFL games be in 10 or 20 years from now, they should be perfect! Almost 30 years later, I've given up on Madden. Sure it looks a LOT better, but almost 30 years later I'm still waiting for an NFL game that matches what that did years ago.
  18. If you want to be a successful investor...anything beyond a long term buy and hold investor....well, you need luck. But beyond that....I think it might be more important to know human psychology and sociology that it is to know a ton about economics. It seems the short term to medium term market and economic moves are dictated more by what 'the masses' think at the moment (even if they are wrong) and what their actions lead to. Supposedly the brightest, smartest, and best among us are at best doing 50-50% on being correct about their calls. Sure, just by chance there is going to be someone who is right 8 out of 10 times (just like if you get a few hundred people in a room and have them flip a coin 10 times, by chance there will be some who guess it right 8 out of 10 times.....doesn't mean they are better at guessing, just simple chance when dealing with large numbers). But, the federal reserve, their 'dot plots' are wrong most of the time when looking out more than 12 months. The biggest wall street firms are frequently adjusting their targets for indices. There are occasional reports of company insiders buying stock in their own company less than a year before it tanks. Its a guessing game. Again, if you want to 'outguess' the markets in the short/medium term, don't focus on breaking down the data so much as focus on figuring out what the masses are doing, and more importantly, find that spot to be 'contrarian' to them.
  19. The point I originally made is there are a lot of factors (not all)) but a lot that are very close to 2007. Price action on the markets. Interest rates. Treasury yields. A lot more as we mentioned above. In terms of levels of the indices, as more and more people begin to notice them, they may/will follow those trends. The Algos almost CERTAINLY will, and it can become a self reinforcing thing. There are underlying economic factors (commercial real estate, levels businesses have to refinance at upcoming)...not to mention very few people know of fraud until AFTER the fact (and indeed often time other market factors are needed to uncover that fraud that is likely happening at some level all the time.) I'm just saying a trend is there. Markets rising through the year, a blip down in the spring, all time highs in the summer, a correction in mid-to-late summer. Its all happened. Now lets see if it continues. That would mean this correction ends soon, markets to back to all time highs....level off through the rest of the year before starting a larger correction. I'm not predicting it, just saying there are some (not all) but many factors that are showing that.
  20. When you consider corporate debt that is going to be restructured at a higher rate in the next 3-6 months, a large portion of that commercial real estate....add in losses that are either 'kept off the books' (fraud) from billions of dollars of commercial real estate that has been marked down considerably already (with more likely to come), and the total dollars you are talking might not be that far off from what happened 17 years ago. Also, maybe the collateral damage won't be as deep this time, but we are staring from a 'higher level' in terms of the markets. In August of 2007, the PE of the sp500 was 18.02. August 1 of this year its at 27.5. Over the past decade its been in the 20-24 range. That is using the same metric...the numbers may be different depending on whether you use 'forward pe' or 'current pe' or month to month or quarter to quarter earnings.. But, PE's were in the 20-24 range when the 10 year yield AND the fed funds rate was at all time lows for most of the past decade. The interest rates are closer now (both 10, 30 year and fed funds) to what they were in 2007, and to equal the market PE back then, BEFORE the fall even happened, you would need a 30% drop. Again, this is no guarantee a huge drop will happen, but there are signs, there is data, legit data, that is pointing to that possibly happening more and more every month.
  21. Normally yes, but if the economy is slowing SO much more than people think, maybe not? I'm not saying its true, but maybe its like the tide. When the economy was getting stronger, it was like the tide was coming in. Right now we might be at the point where the tide is just starting, SLOWLY, to go back out. That is going to accelerate (how fast it goes out, equating it to the economy slowing). The fed giving a single interest rate cut will be like someone with a fire hose spraying water on the beach, its might be so small at this point compared to the volume of water leaving the beach with the tide going out.
  22. Well, these numbers fit the mold of history 'echoing' or 'rhyming' with 2007 a bit. Another inflation report will be critical, but the jobs report, the 10 year action, pretty much cements a rate cut in September and ANY 'worsening' of the numbers could put 50 points on the table...which, again, would 'rhyme' with 2007 in a way few expected just a couple weeks ago. When you look at the 10 year yield in 2007, it started dropping quickly month before the ultimate stock sell-off, and unemployment started ticking up months ahead also, just like now.
  23. But do you have commercial real estate failing (or taking massive hits in value) at a much greater rate than then, with many more loans set to reset in the next 2-12 months at much higher rates (commercial real estate loans are often not like home mortgages, they are usually closer to 5 year resets that roll over rather than 30 years-to-completion). Also, while the housing market isn't likely to get flooded with foreclosures and bad loans like it did in 2007-2008, there is a huge amount of inventory that is unsold out there in certain areas. The news keeps on saying 'housing shortage, housing shortage'...maybe a housing shortage in super low end cheap houses in some areas, but its becoming the opposite issue elsewhere. We still own and rent a home in Florida, and near Port. St. Lucie and in some areas within an hour of Tampa, there are HUGE housing communities where builders are building and building homes with dozens of unsold built (or partially built) homes that are no longer moving. I have read there are some same issues near Austin, TX and Tennessee....and a younger relative of ours just bought and sold a house north of Dallas where they told us 2 years ago when they bought they were building houses 6-8 at a time in their community, they just moved out after selling and nothing has sold for the last month they were there. Again, history isn't repeating, but it may be 'echoing' as the saying goes.
  24. Not so much politics, but economics... Anyone noticing how similar the sp500 chart is in 2024 to 2007? -Early to mid 2007 many articles were written (you can still look them up) that the economy was great, recessions risks overblown. Early to mid 2024, same thing. -SP500 went up quite a bit early in the year, faltered slightly in the spring, before reaching all time highs in July. 2024, same thing. -During July/August earnings in 2007, a few subtle signs of slowing in earnings emerged, caused market to falter a tiny bit through Early August, but most 'economists' said nothing to worry about. 2024, same thing. -10 year treasury yields peaked in June 2007, starting to fall after that by quite a bit, especially through July/August. This year in 2024 they peaked in April/May, but held at a level close to that and are starting to fall quite a bit at the end of July going into August. -By summer of 2007, It started to look like Fed was going to cut rates in September. It turned out they cut rates more than expected in September (1/2 point). 2024, looking like rates will be cut in September, will we get a surprise 1/2 point cut? -The rest of the story in 2007 was markets rallied off the September rate cut for a bit back to the highs, before faltering at the end of the year, and the bottom dropping out early the following year. Will that be the same story in 2024? It's Eerily similar so far. Certainly we don't have the exact same conditions now as then. This is an election year. We don't have a huge number of houses that are going to have mortgages reset at higher rates like we did back then (but commercial real estate maybe?) Lots of govt spending still sloshing around now. They say history doesn't repeat, but it echoes....I'm just wondering how big of an echo we may have in the next 6-12 months.
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