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GG

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Everything posted by GG

  1. For the record, I was never on the low capital investment train, so yeah it also happened under Obama. But I also said that high corporate profits under his term was a mirage that was stoked by below the line items (low interest rates, accelerated depreciation, low foreign taxes), not true economic profit. Net profit was increasing faster than EBITDA, so that was a big hint. But lowering the tax on foreign earnings will be stimulative because you've removed a massive barrier to bring those earnings home AND eliminated the leverage risk when companies borrowed against the foreign cash. It's not a foregone conclusion that the repatriated cash will be used to spur investment in the US, but with a much more favorable business climate and no friction to bring that cash back, the opportunity to reinvest in the US is now infinitely higher.
  2. They tried to sneak him on the PS.
  3. Worried a bit about releasing Lewis. DB depth is a concern.
  4. And you can't have it both ways (as per your usual MO) You can't slam Bills for not having a true QB coach and turn around and say that Allen won't benefit from a true veteran on the sidelines. Bills are not hiring a QB coach this year, but they certainly can add a player who can play a role.
  5. Henne has started 53 career games with a quarterback record of 18-35-0. He owns a 59.3 percent career completion percentage, with 58 touchdowns and 63 interceptions. He had spent the last five seasons in Jacksonville, mentoring the likes of Blaine Gabbert and Blake Bortles. Henne said he helped the young quarterbacks get into a routine, and he even helped serve the Jaguar as a “secondary coach” so to speak. “They can talk to me,” Henne said. “It’s easy to talk to me obviously as a teammate other than always going to a coach. I can relay that back to the coaches as well. Just kind of a routine, seeing what I see on the field, teach them protections if they need help with that and just go over the game plan and spend a lot of time with them and make sure they’re prepared for each and every Sunday.” One of the things the Chiefs had to like about Henne is his familiarity with the West Coast offense, which Andy Reid likes to run. Henne has worked in the West Coast system for the last four seasons and said he has the rhythm and throws down.
  6. When they show sideline screenshots of the QBs, are the QBs always standing and discussing plays with a coach or each other? I see a QB coach helping out in practice on technicals. I see a grizzled QB helping out during the games.
  7. I think it's silly to say that having a veteran QB on the roster is useless when you go back in history and hear many star QBs say they were helped early on by the grizzled vets. There are many flavors of these vets, from the guys who are willing to help out the rookie to Uncle Ricos who still have dreams of stardom. In your example, Uncle Rico is clearly not needed. But if Moore or Anderson are the kind to help out the younger and more talented starters, then they should absolutely be considered.
  8. So much for protecting the players.
  9. The Fed under his tenure had zero interest rates. That boosted stock prices.
  10. I'm a sucker for turn of the century NYC.
  11. Predicting his tenure with Pats* is secondary to the public conjecture of a developmental disability or being an idiot.
  12. Sky isn't falling? Sure looked like it, if you were at the game in Baltimore.
  13. If memory serves correctly, Chris Brown had another weird report about Anthony Hargrove having issues with mental illness.
  14. A closer, eerie parallel is EL Doctorow's The Waterworks.
  15. Cost of capital is frequently overlooked in the capital allocation discussions among the financial press, even though it's probably the biggest thing that occupies a CFO's mind. So the knee jerk reaction to a company increasing its stock buyback program is that it' starving its own investment. That is rarely the case in reality. Companies have gone through a massive investment boom since Y2K both in traditional and IT infrastructure. Yet not all of that investment shows up in the capital expenditures (PP&E) lines, which is what the critics are watching. A company that outsources a lot of its infrastructure or IT will not have massive PP&E investments, but you'd be wrong to call it underinvested. In this case, it's a lot more efficient to slough off that capital cost to an AWS or Azure, because they're better at it. Cost of capital also plays a role in companies funding decisions, where CFOs don't only look at the stock price to decide when to buy stock (they should get fired if they do). A lot of that decision rests on the cost of debt. That's why 0% interest rates for nearly a decade had a lot more to do with buy back activity than anything else. When raising debt is effectively free compared to your company's long term cost of capital, you should be fired for not borrowing and buying back stock.
  16. I got the advance Jew Bee dance notice, so I stayed home and wasn't on the PATH at 8 40 am.
  17. Are you telling me that when a company spends its own cash, it's borrowing from someone else? Is this a new take on "You don't really own your cash"
  18. Has a Bills starting QB ever been booed at introductions on opening day?
  19. Get your head out of the books. Private sector can also spend quite well without borrowing first. PS - that's beside the point, because that's not the deficit that the troll was talking about.
  20. Did the Bills PR really put up another picture of Stevie with THAT shirt on? On purpose? QB has to be the replacement
  21. Two separate concepts, especially since I asked about the Federal deficit
  22. So you fell for the troll account too? Tell me how corporate profits and spending translate to the Federal deficits?
  23. I think what Erik is pointing out was Nate's mistake to make Clay his first read. In the pre-snap look of the Ravens D, his better option to find single coverage would have been to the right side of the LoS.
  24. The second INT proved that point. Our vantage point was behind the play, and we immediately screamed when he let the ball go. You can make an argument that KB should have shielded better, but the pass should never have been thrown in the first place. The CB never looked at Benjamin. His eyes are always on Peterman
  25. Brown just outed Coleman as being developmentally disabled or a moron.
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