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TPS

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Everything posted by TPS

  1. Most likely not. One variable to look at is the quality of next year's draft. That was one positive of giving up a #1 for Watkins, the 2015 draft was not very good.
  2. You should add points for the Chargers getting Herbert by trading back to 10 and picking up an extra second! But, then I guess I should be penalized for trading back into the first to get OT Jones at 26....
  3. Maybe they'll have a bad internet connection....
  4. It's an interesting piece. Here's the link if you have a subscription: https://theathletic.com/1758405/2020/04/20/2020-consensus-big-board-top-300-nfl-draft-prospects/
  5. Tagging along with this one, 4 QBs go in the top 10.
  6. The AThletic has a Consensus Big Board that compiles the numbers using 50-60 boards, and with the exception of Dobbins, you're close: 22 Swift 27 Taylor 29 Dobbins 45 CEH 57 Akers 76 Moss
  7. There is no doubt the Chargers will take a QB too. I traded back because I thought they could easily move back to 10-15 without worrying about someone else taking a QB. However, @thebandit27 's mock opened my eyes to the possibility of Carolina taking Herbert (I don't think they'd take Love). So it will be interesting.
  8. I'm looking forward to comparing this version of TSW's Mock draft to the real thing this week! What interests me most, other than the Bills' pick, is where Herbert and Love will be drafted . Other things of interest to me: when (and where) some of the stud RBs are picked; after the top 3-4 WRs go, when and where will some of the others go. Since I picked him in R4, I now have a personal interest in seeing when TE Harrison Bryant goes (He actually reminds me of Knox).
  9. Damn it! We're still asleep! Harrison! I'll edit it. I also said Zack BRaun. Too long between picks...
  10. Yaaawwwnnnn! Where's our board? What happened to the monitors!? What round is this? Ok, the Chargers have regrouped since snatching Zack Baun with the 37th pick last Friday. We have been looking at boosting the receiving options for heir to the Rivers throne Justin Herbert. They are surprised to find this prospect still there.... With the 112th pick in the 2020 NFL Draft, the LA Chargers select Harrison Bryant, TE, Florida Atlantic University. Bryant, the John Mackey Award winner, is the highest rated pick remaining on Jeremiah's board (71) and the second highest rated TE on NFL Draft Tracker which lists his NFL comparison as George Kittle. The major question about Bryant was his blocking skills, but he answered those with a very strong showing at the Senior Bowl. With Hunter Henry franchised, if the Chargers are unable to sign him long term, Bryant offers good insurance. @Reed83HOF and the Carolina Panthers are on the clock...
  11. Awww....man, I guess I can't go back to bed....
  12. The volume in the June contract is insane today, 1.7 million. If USO holds about 30% of the contracts, they could be in the process of liquidating. I've had trouble accessing the USO website too. Interesting...
  13. Yes, this is what I'm focused on. Bye-bye USO....
  14. The Chargers gm has awoken from a long slumber and is grabbing a snack. Before going back to bed, will there be a round 4, or can I continue to snooze...?
  15. I went on Yahoo a few minutes ago to look at comments about USO. You will find two types of people hyping it: those who hold short positions, and those who have no clue what they're buying. USO's price has been rising while the underlying June contract is falling. The power of social media... By next week, it will be dissolved.
  16. I found that Goldman quote on Zero Hedge. Maybe I wasn't paying attention, have they made it easy for anyone to trade futures now? One used to have to pass the Series 3 exam. Can individuals trade futures through their brokers who have the Series 3? That would be stupid, but not surprising as Wall Street needs the rubes....
  17. Yes, I'm talking about when investors believe it has hit bottom. It will take some time for sure...
  18. They have the FED. No biggie...
  19. There are no mom and pop traders in futures. They are betting on oil using ETFs like USO, who is doing the underlying buying. As I mentioned, USO rolled their position from May into the June contract April 7 - 13th. The piece you linked to said they moved 20% of their holdings from the June to July contract, but they were already out of the May contract. My guess is it was some hedge funds who thought they knew the oil market, but didn't. Mom and pop traders bet on oil using ETFs like USO. They will lose, but not because of negative prices yesterday--that impacted other traders. They will lose because USO will be forced to dissolve soon. Based on the June price decline today from $20 to $13, it's NAV has fallen by $1 billion, which is 25% of its NAV. It's currently selling for $2.66 per share, which will probably entice some retail investors into buying it, thinking it has to go up eventually. However, it will be liquidated, maybe even this week. I agree.
  20. They only have to hold until oil prices recover in a few months from this bottom.
  21. I don't think so. Based on the last trading report, the open long positions were dominated by "managed money traders" and "other reportables" the latter consists of big players. The so-called mom and pop traders would be in non-reportables and there weren't a lot of contracts held compared to the other two. Definitely some big players got caught holding the bag... On the other hand, the banks can take the assets, then sell them when/if prices recover.
  22. Yeah, that's the easy part. I'm interested in who those speculators are that got caught holding long positions the day before the May contract expires. As we transition into the June contract, it's down below $16 and falling. This WILL wipe out oil ETFs, so get your money out while you can....
  23. Looks like he's missed quite a few games the past two years, KA.
  24. Are you sure about those prices? Those look like the changes not the contract values? I mentioned oil ETFs up thread, but they can't be the reason because they "roll" out of their contracts the week before the expiring date, so it's going to be interesting to see who the long speculators are who got caught in the long squeeze. Maybe some inexperienced Hedgies? At any rate, those ETFs and Index Funds are still going to lose big time since they are "selling low and buying high," the negative roll yield in contango markets. If anyone comes across any articles on who the losers are, I'd appreciate a notification. I did read one thing that argued it was USO, but I looked at their roll dates (when they start selling the expiring May contract and buying the June contract), and they were April 7 through the 13th. They weren't sellers today (All of the institutional funds roll out at least the week before the contract expires). Interesting times...
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