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TPS

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Everything posted by TPS

  1. As a counter to those complaining about McD's "conservative play calling," how about the first scoring drive where they went for it on 4th and 6 at Pitt's 36 yard line? Not sure they win the game if he's not aggressive there....
  2. Then there's this to support @GG's point: https://www.bloomberg.com/news/articles/2019-12-16/defaults-in-one-of-china-s-richest-provinces-spook-investors
  3. Once I realized it was a HB option from the replay and Collinsworth's saying so, I felt much better about the play call. I sat there in disbelief muttering "what the hell are they doing running the same damn play on second--Frank Gore on the outside!?!?" I wonder if it would've had a better chance of success if they did it on the first down run?
  4. Maybe 6-7 years ago (or more) no one trusted their numbers, but I think it's better today. China has been trying to open up its financial sector, so it has to be more transparent. That doesn't mean they are completely, but I think the "proof" is in how global investors react to the numbers based on their belief in the stats.
  5. I would call you an idiot, but I don't want to hurt your feelings again.
  6. A call option on Bills playoff possibility. Nice!
  7. Yes, but when the new spending is mainly directed at capital intensive defense contractors and the tax cuts mainly raise the disposable income for those who will save more than they spend, the impact on GDP is weaker.
  8. "Why the Bills beat the Patriots?" Because we can.
  9. The next Fiscal year or the end of this calendar year? Either way, it'll be around a trillion again.
  10. One data point isn't a trend but positive news this morning on China's growth. https://www.wsj.com/articles/chinese-economic-activity-gets-a-lift-as-2019-comes-to-a-close-11576471966?mod=cx_picks&cx_navSource=cx_picks&cx_tag=contextual&cx_artPos=6#cxrecs_s "A raft of supportive central government policies lifted China’s economic activity in November—bolstering factory production and consumer spending—which prompted some economists to raise their growth estimates for next year."
  11. They could really use a big-bodied WR too....
  12. Facing Baltimore, Pitt, and the Pats in succession is good preparation for Josh's first playoff run.
  13. As I mentioned in another thread, there was an obvious hands to the face by a Bills D man on Duck's last duck int that wasn't called. Usually, these things even out...
  14. What is impressive about this play is he is looking left the entire time to set it up.
  15. On the other hand, on the replay of that final play I saw a Bills D lineman with his hands to the face of an OL. So they even out some times.
  16. Shaq had a very solid game.
  17. I agree with that last statement.
  18. Btw, I was at a presentation by Steve keen several years ago where he was predicting a debt fueled crisis in China based on his Minsky model. Regarding propping up the zombies, that's why I'm a little more skeptical that Trump has the upper hand, the authoritarian state can always choose to bailout (especially with their level of $ reserves) its banks/companies, unlike one that relies on markets--we only do it in severe times of distress. They can outlast US no matter who is president. My opinion. None. I agree here.
  19. No, and I've consistently said I support his efforts here. Saying that this phase one part of the negotiations is less than what it appears is my analysis of the situation, not a criticism. I also think China has more flexibility in its dealings than some here think, mainly because of its authoritarian ability to manage the economy, which is also an analysis.
  20. We'll find out soon enough...
  21. I'm sure they can live with 6%, so we disagree...of course. The short run impact really hasn't been that significant for China, at least not as much as the overall global slowdown. Compared to the first half of last year, their goods surplus with US is down $20 billion, and will probably be close to $50 billion for all of 2019. The real issue is whether or not it's significantly impacting the supply chain decisions of US Corps, and I'm not sure what that answer is yet...
  22. I wouldn't call a decline in GDP growth from 6.7% to 6% an "economic downturn." I'm not disagreeing about the timing of the announced deal, I'm simply saying it's more window dressing than the significant deal that Trump claims it is. China has more leeway and time than you think.
  23. Yes, I saw it, and disagree. China's position won't change much either way. trump needed a win more than China, which is why he's making it sound like the deal is bigger than it is.
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