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TPS

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Everything posted by TPS

  1. I'm not defending anyone; I was pointing out that it's stupid to say one party does stuff and pretend the other doesn't.
  2. They certainly can be a playoff team with AJ, but they still need a few more pieces for it to happen. The Bills broke the playoff drought more from the play of their Defense than their offense. Star should help their porous run D, but they still need some LBs and CBs. On O, they need a WR2. Given those additions, there's no reason why AJ can't take them to the playoffs. His 2015 season provides a glimpse of his capabilities. In the games he started, they easily beat SF (a bad team), they lost in OT at Denver, and they beat Balt at home. They almost came back to beat Pitt in Pitt. I think it's clear he can lead an offense and score points, and he has a knack for comebacks. With an improved run D, AJ can lead the team to the playoffs.
  3. His contract is less than Groy's. If he were really good, then he would've been snapped up among the first tier FAs. It will be a good competition..
  4. And the point of this was row complaining about the Dems attacking trump for anything and everything as if the reps don't pull the same ****. $70 million to catch Clinton in a lie about a blow job....errrr...extra-marital affair...he also lies about his golf game. Come to think of it, so does trump. 2 peas in a pod.
  5. Yes, that could be an interesting camp battle, but I expect Groy to be th victor.
  6. Maybe you don't read widely? Ever hear about a congressional investigation into a blow job?
  7. Here's an article on the trend, which has been in a long term decline. The point I make, and the articles I posted, is that corps have been more focused on financial manipulations to "create value" than real investments. That doesn't mean that things aren't about to change, and in fact as the article points out, there are a lot of factors that suggest there could be a surge--the age of the capital stock probably the most important. https://ftalphaville.ft.com/2017/06/06/2189480/us-capex-investment-and-growth/
  8. If Darnold doesn’t go first, I think the Bills will go all in to get him at 2.
  9. As long as you’re not Russian or associate with them...
  10. Care to provide a link to support that last statement?
  11. No, they are using earnings and/or accumulated cash to buy shares in the markets; so whoever sold the shares is receiving $. It used to be an end around way to pay shareholders a "dividend" when there was a tax differential on cap gains and dividends, but that's no longer the case. It also used to be the case that corporate treasurers would buy stocks when they were perceived to be below intrinsic value and sell new shares when they were seen to be above value. Now managers buy to push prices higher in order to hit price targets that trigger stock compensation incentives. It's more about using earnings to hit short term stock price goals as opposed to investing in real capital to improve long term competitiveness. This is what the articles are about, and what many are now criticizing. Yes, the yield curve inverts when the Fed tightens short rates, and that's the spark for the recession.
  12. It might be easier to list the QBs the Bills have NOT been rumored to covet...
  13. The treasury auction always clears.
  14. This piece says they were pretty good... http://www.nfl.com/news/story/0ap3000000916199/article/saints-bills-rams-among-nfls-10-best-offensive-line-units
  15. How'd they look last year? The only difference at this point is Groy for Wood.
  16. It takes a few clicks to get from his pieces to the Lazonick article, and of course he's writing about a topic that fits his arguments, but there is a lot of research on how the shift toward stock compensation of CEOs has caused corporations to focus on short term stock prices over long term competitiveness. Historically, buybacks were done when shares were viewed as undervalued; now they're often done to hit quarterly price targets. This really is an Important argument behind the impact of the tax cuts. GG believes they will lead to faster growth in the long run by stimulating increased real investment. I tend to doubt that outcome, especially if the majority of the benefits are simply going to recirculate to the top of the wealth stream in the form of buybacks.
  17. Read some of the related pieces on how this general trend is affecting the broader economy. Here's one another of his with more detail: https://www.forbes.com/sites/stevedenning/2014/08/18/hbr-how-ceos-became-takers-not-makers/#45b910ea9509 and, note, the articles come from business periodicals.
  18. Which QBs in 2018 should be drafted in the top 5 then? That's the important question, and I believe only 2 of them should: Darnold at #1 and Mayfield at 3. Rosen makes me think of Bradford, very good when healthy, but never makes it through a season. Allen reminds me of Cutler, not on your list. No one else is in the top 5 discussion.
  19. Despite the corporate propaganda by a handful of firms saying they are passing along some "combs" to workers, this is the real impact of the tax cuts.... https://www.forbes.com/sites/stevedenning/2018/03/25/why-its-raining-share-buybacks-on-wall-street/#459001713346
  20. The Bills will only trade up for Darnold, and the Browns are taking him.
  21. Essentially what I've predicted.. https://www.bloomberg.com/news/articles/2018-03-26/u-s-recession-may-come-just-in-time-for-trump-s-reelection-bid Just to show it's not a politically motivated prediction, it's economics.
  22. Yeah, it was temporary...
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