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Everything posted by Jauronimo
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Convince me that the 2020 Pats are good...
Jauronimo replied to Kirby Jackson's topic in The Stadium Wall Archives
When Brady went down he WAS some bum who hadn't started a game since high school. When Brady went down Cassel, who was in his 4th year in teh league, had 39 NFL career passing attempts, shattering his college record of 33 pass attempts in his illustrious USC career. After leaving New England he went on to a 26-40 career record. He had one winning season in KC. After 2.5 seasons as KC's starter he was benched for Brady Quinn and then released. Matt Cassel is, was, and still is a bum. -
Convince me that the 2020 Pats are good...
Jauronimo replied to Kirby Jackson's topic in The Stadium Wall Archives
He had not started a game since high school. Its amazing they even found Cassel. -
Convince me that the 2020 Pats are good...
Jauronimo replied to Kirby Jackson's topic in The Stadium Wall Archives
I would add best special teams in the league to that list. -
The Office Seinfeld Parks and Rec Always Sunny Arrested Development Eastbound & Down (Season 1 is as good as TV gets and everything after is trash) Silicon Valley
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Anyone baking during this COVID-19 confinement period?
Jauronimo replied to Saxum's topic in Off the Wall Archives
I've made about 8 pizzas. Baked some brioche buns for burger night which were pretty spectacular. For sour dough you need a starter, and luckily for you sour dough starters use natural yeast found on the flour and in the air. -
Final result of the Marcel Dareus trade for Buffalo:
Jauronimo replied to warrior9's topic in The Stadium Wall Archives
Dareus showing up late to the pre-season game vs. Baltimore sealed his fate. From that point on his days in Buffalo were numbered. Most of us knew that unless he found Jesus then he wasn't in the team's long-term plans. As @C.Biscuit97 pointed out, the timing made no sense to many of us. I believe McD and Beane had no real intention of competing that season and did expect us to be winning games at that point. The Watkins handling was a debacle. Partly because there was no GM in place when the decision was up on Watkins 5th year option. McDermott made the call on not extending as it was before Beane was hired. I think they could have gotten a better package had they executed his 5th year and then traded him. Can't fault Beane for dealing with the aftermath. Ironically, the move everyone loved was the biggest whiff. How were they so far off about Kelvin Benjamin? Given the way everything worked out, I can't say I care a whole lot. I do wonder from time to time what this team looks like if we could have had our GM and head coach in place before the 2017 draft, but I have no complaints with where they're at right now. -
Final result of the Marcel Dareus trade for Buffalo:
Jauronimo replied to warrior9's topic in The Stadium Wall Archives
I was highly critical of this move at the time and still think the timing was stupid. I was similarly critical of the handling of Watkins contract and the eventual trade that looked like treading water. I was supportive of the Kelvin Benjamin trade which may have been the biggest mistake of Beane's tenure. Year's later my opinions have not changed that much. My biggest takeaway is that the culture McD and Beane have established, the locker room, and the scouting department is strong enough to overcome some misses. The foundation for sustained success appears to be in place. -
Canada bans all assault weapons immediately
Jauronimo replied to Chandler#81's topic in Politics, Polls, and Pundits
I expect reasonable discussion. I know these people and trust they will leave their politics at the door and engage civilly.- 82 replies
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Most of the talking heads are high on Buffalo. They have Allen as the best QB in the division. The obnoxious opinions from the extremely loud minority being shared all over Bills Mafia facebook and the budding QB controversy for simpletons are irrelevant. When it comes to QB play we have 3 types of Bills fans: 1. The fast in love, thin skinned fan boys who see persecution everywhere 2. The ardent haters who will never be convinced 3. The quiet and reasonable ones who recognize upside, flaws, progression, and regression when they see it. 11/10 threads and social median posts on the topic of QB play are started by the first 2 groups.
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Buffalo Bills Fans: Everybody knows Josh Allen is better than Cam, Dalton, and Jameis. Its not even close and only morons or haters think otherwise! Also Buffalo Bills Fans: ESPN has Josh Allen rated as their 22nd best starting QB!?!?!?! Burn down Bristol, CT!!!!!
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Ladainian Tomlinson faking lil' Donte Whitner out of his shoes. 1:56 mark
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Outside this board, I think you would find yourself in the distinct minority on this issue. Allen has yet to put up a season that compares to what Cam, Dalton, and Winston have done in the past. As it stands, Allen is a developing QB who isn't asked to do too much due to a stout defense.
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What AJ Espensa peers say about facing him...
Jauronimo replied to Alphadawg7's topic in The Stadium Wall Archives
Step 1: Fit him up Step 2: Get him in space Step 3: .... Step 4: Profit -
The Chinese have been heavily investing in U.S. property for a long time. They do not trust their own government. The U.S. and UK have strong property laws making our markets attractive for foreign investors. I am sure this applies to wealthy people everywhere who fear their government. https://www.cnbc.com/2019/07/17/foreign-purchases-of-american-homes-plunge-36percent-as-chinese-buyers-flee.html https://www.forbes.com/sites/forbesrealestatecouncil/2020/03/17/slowdown-in-foreign-investment-in-u-s-real-estate-is-cause-for-concern/#1d35f99155dc
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In bigger cities and more developed areas, housing is less of a basic necessity and more of an asset class. Real estate trends do not follow the domestic economy as closely anymore thanks to Chinese investment and Blackstone buying single family houses. Nothing would surprise me depending on the market. I am in Houston and while I would think the layoffs and the plummet in oil prices would lead to a soft housing market everything I have heard is that fairly priced homes in attractive markets are being scooped up by those with deep pockets. I have no clue either. (Unrelated rant) I never get tired of getting lectured by older generations who bought houses in cash on 3 months savings from an unskilled labor position despite having a family of 10 and being the sole bread winner. Maybe if the youngins stopped eating avocado toast they could all afford an $800k starter home?
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Markets have gotten over heated well before MBAs and algo trading. Most institutional investors are getting judged on performance quarterly and annually so the incentive is there to hit your numbers short term. Longer term strategies are more common in the VC, PE, and hedge fund space which is off limits for the average investor since you need to have considerable net worth. I think the market cycles are only going to get more dramatic since more than half of the money in the game is now passively traded by way of ETFs. Much of the trading activity is not informed investors setting the price of an equity but ETFs re-balancing to mimic the performance of another asset, commodity, or index. Also, we have central banks propping up equity markets. Many investors have felt the market has been overheated and growing despite suspect fundamentals for years but sitting on the sidelines you would have missed out on a 30% run. So I guess you just keep playing, see how far the market can run, and have your plan for when the music stops.
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Its one indicator, although I would say not a great one due to the effects of the FANG stocks on overall market performance. The reason its so often pointed to as a proxy for economic health is because its easy and its relevant to nearly everyone. Data is updated about 253 times a year and about 55% to 60% of Americans own stocks directly or indirectly. GDP data comes out annually, semi-annually or quarterly (and is always subject to significant revisions months later) and most American's do not follow GDP trends. "The stock market went up 25% over my first term in office" sounds a lot better than "GDP growth in 2019 was 2.1% and just shy of our initial estimate of 2.3%".
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The market was completely over cooked. Any negative event was poised to cause a correction. Two generational type events like a pandemic and oil price war among two of the world's largest producers, AT THE SAME TIME, certainly meets the criteria. When the entire market trades at 30x earnings, a miss is significant. Several consecutive misses is a big deal. The rise of the stock market which has been primarily driven by a handful of companies (AMZN, GOOG, FB, TSLA, MSFT) has masked fragility elsewhere. Lowering the statutory corporate tax rate raised the value of every dollar of cash flow 10% - 15%. The S&P and Dow were kicking ass but earnings were not growing anywhere near in line with overall indices. Also, there are no yields so you have equity buying action because there is nowhere else to make a return on your money. In summary, we were due for a correction. It happened and the government responded with a trillion dollar stimulus package which means maybe theres enough cheap money available to hit new highs before we realize an even bigger correction.
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The Way Too Early Over Under Topic
Jauronimo replied to FireChans's topic in The Stadium Wall Archives
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Rd 5, Pick 167: QB Jake Fromm, Georgia
Jauronimo replied to Hapless Bills Fan's topic in The Stadium Wall Archives
I'm just going to leave this here. https://www.ourlads.com/story/default/Quarterback-Ball-Velocity-at-NFL-Combine-2008-2017/10243/dh/ Ball speed at the Combine. Mahomes 55 mph Deshaun Watson 45 mph Nathan Peterman 49 mph Yup. And you knew Peterman wasn't a threat to challenge deep. In the Houston game after Allen got hurt, the defensive backs were telling their safeties to hang back just in case while the DBs jumped the short routes. Pick 6. -
Defensive Backs in Top 10 of Round 1
Jauronimo replied to Bill from NYC's topic in The Stadium Wall Archives
I feel the need to put fools in their place who make ridiculous strawman arguments. I disagree with the opinion that drafting defensive backs in the first round is a waste and somehow this wingnut construes that as me declaring that defensive back is the most important position on the field and fires back in an obnoxious manner. Anyone who reads this: and then responds with: and then further demands to know "just what I am saying", when its plainly written in the text that he responded to in the first place, deserves to get slapped around a little. Or a lot.