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TPS

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Everything posted by TPS

  1. What a change from last year when a shootout meant a certainty of losing...
  2. They will certainly increase rates next month, but it's quite possible they will back off a bit next year as growth slows in 2019. This will be an interesting quarter. It looks like consumers (via debt) will make up for the slowdown in business spending, but the impact will be offset by a rise in imports, since the majority of consumer products are produced overseas.
  3. So are you predicting that real growth will continue at 3% or better next year?
  4. It’s been juiced up by a fiscal stimulus under Trump, which is starting to fade as well.
  5. I figured, and I was curious as well. By a fluke, I came across that, which certainly looks like the source.
  6. Must have been this....https://www.yahoo.com/finance/news/trumps-tax-cut-party-officially-204513240.html
  7. I think the analyst toward the end of that piece has it right. There are concerns (rightly) about the leveraged loan market, but, as you suggest, much of that debt was driven by the cost (and tax) consideration and the related stock buybacks. The easiest way to pump up stock prices is to substitute debt for equity--it was not a "need" consideration (for example, Apple didn't need to issue debt, they were pushed by shareholders to do so). We'll probably see a move in the other direction (equity for debt) over the next 5 years or so.
  8. I think 2018 overall should still exceed 3%. The 4th Q will come down to how much debt consumers want to burn for Christmas. 2019 looks to be in line with what I expected...
  9. If the Allen-led O looks like they did with Barkley and the Jets, then I'm with you.
  10. His production or lack of for his price hasn't been worth it. He's been plagued by knee/hip issues. 2019 is the first year it's both financially sensible and they have an upcoming replacement in Croom. Would like to see them draft one too.
  11. First team to 16 points wins!
  12. McD wowed the Pegulas, otherwise I think it was AL's job.
  13. Thanks for letting us know, "there is always hope..." Aragorn...
  14. It's still clear Star has an impact. Maybe the better way to look at is the change in ypa from last year? Bills have gone from 4.3 to 4.0 Panthers from 4.0 to 4.4 His impact is about 1/3 of yard in both cases.
  15. Not sure where you got your stats, but according to espn, Bills have gone from 25th last year to 8th this year in rushing ypa; whereas Carolina has fallen from 11th last year to 16th currently this year. Certainly a big move for the Bills, but not as dramatic for the Panthers.
  16. It takes a certain kind of person to crap on Peterman at this point, a person I'm glad I don't know. Crap on the decision makers, fine.
  17. I missed the opening drive so I checked the highlights on BB.com. Had to rewatch Shady's run because I noticed a WR make a key block to set him free. It was Zay. ?
  18. Miller will look a lot better with a good C and RT around him. Sign him if he's relatively cheap and upgrade down the line, as there are other priorities for now. I saw him totally whiff on one play.. might have been the sack? Can't say, other than that.
  19. I thought I read somewhere it was related to pancho billa.
  20. Why would you be disappointed in his development? He was a 5th round pick and the Bills had Castillo's favorite in front of him. Taking over as starter in game 10 is fantastic under these circumstances. He and Dawkins will anchor the left side going forward.
  21. He was getting push all day.
  22. Add Levi Wallace
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