Gamecock-YT
-
Posts
1,276 -
Joined
-
Last visited
Content Type
Profiles
Forums
Events
Posts posted by Gamecock-YT
-
-
36 minutes ago, ASTA said:
Went on a 5 day Christmas market trip
basel=ok
Starsburg=not good
Cologne=amazing and good party
Berlin=good and amazing city
München=good
salzburg=ok
Vienna=amazing for couples and family’s
Budapest=poor but best food by a mile.
so if you ever want to go to a Christmas market in Europe that’s my score. Will travel like crazy this year every two weeks somewhere in the world :d excited
Was this your first time at these places? I've previously done the München to Budapest trip in December trip as well. Was cool going ice skating in Wien at the outdoor rink they have set up next to the Christmas market in town. Budapest did have excellent food but it was absolutely freezing. Curious why you didn't like Strasbourg? The alsace has a unique blend of cultures I really liked. Plus top notch tarte flambee and choucroute.
I spent a decent chunk of time in Köln this summer, and really enjoyed it. Would encourage you to visit these places again in the warmer months and it's a totally different experience. Hiking around Salzburg is excellent as well.
-
Been in Tokyo since New Years Eve, between earthquakes, tsunamis, and plane collisions, I fully expect Godzilla to make an appearance by the weekend.
-
0.40%, You guys knocked it out of the park, this is probably the most i've underperformed the S&P since I started. Most my activity was in the bond market waiting for the drawdown that never came. Activity-wise sold out of MO at cost from around the pandemic and GENGF after the dividend cut. Only purchases came in December when WTI got below $70, bought a slug of GENGF back.
"Big" winners: Ibonds, MO dividend
Big loser: LBRDK
2023: 0.40%
2022: -3.75%
2021: 19.9%
2020: 12.0%
2019: 33.0%
2018: -15.5%
2017: 35.0%
2016: 17.3%
-
Must be getting close to something breaking then.
-
I've seen them on my travels in Australia and Thailand, even a truck stop in the UK. Though I don't see many people queuing up to buy them. As someone from the southern US, I've obviously grew up on them. The secret is to get them when they are hot, usually in the evenings. Barring that, reheat them for a couple of seconds in the microwave.
-
Wonder what the price of the autographed first edition has appreciated in price the past month?
-
7 hours ago, UK said:
Just some nice charts from: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
Don't think 25 year average is a great comp. Guess let's you capture 3 different bubbles in action.
-
Just got off a transatlantic cruise last month where I purchased wi-fi for 2 days. I presume it was starlink and it was insanely fast especially when you consider there is absolutely nothing out there in the middle of the atlantic. I streamed quite a bit and don't think it cut out once. I was super impressed.
-
1 hour ago, Malmqky said:
This is a terrible idea. Mavericks have a huge fan base in Dallas and it’s not like it’s a scrub market. Moving them would be value destructive and just a slap in the face to the fans. I have no insight if it’ll happen or not, and you make it sound like a real possibility. But man. This would be an out of touch, stupid, stupid idea.Cuban selling ownership but retaining control of basketball operations seems like a sign it might happen. This way he can save face. If it doesn’t happen, I think a group of owners with Lebron as a figurehead will start a team in Vegas eventually.
can always cash out and he gets an expansion team back in DFW. That same article off ESPN which is the third quote mentioned the Adelson’s were the biggest donor for the governor’s campaign so maybe them becoming majority owner greases the wheels a bit to get gambling and the casino build but no doubt they’ll probably leverage the Vegas arena as an option -
Quote
Terms of the deal with KJZZ’s owner, Sinclair Broadcast Group, weren’t disclosed, but S&P Global Market Intelligence estimates that this season the Jazz will bring in 50% to 70% of the revenue they were getting from AT&T SportsNet, depending on their ratings and how many streaming subscriptions they sell. It’s a significant setback, Smith acknowledges, though he’s confident it’s temporary—and comes with a big upside for Jazz fans.
Also, what's the odds the Mavericks move to Vegas? Their lease expires in 2031? New owners are from Vegas who have a nice arena available.
QuoteFurthermore, Cuban in the next breath told The Dallas Morning News without being asked: “I’d say the likelihood of us staying at the AAC right now is less than 50%.”
He is of course referring to American Airlines Center, which four months ago turned 20. The Mavericks’ 30-year lease at AAC expires on July 28, 2031.
..
“It’s going to take five or six years to build anything,” Cuban said. “So we’re not that far off from making a decision.”
QuoteThe Sands group, led by Miriam Adelson and her son-in-law and company president, Patrick Dumont, has previously had discussions with Cuban about building a casino entertainment district in Dallas that would include a new arena for the Mavericks. Those plans would require gambling to become legal in Texas, for which Cuban has lobbied state politicians.
-
99, nearly made it to 100.
-
16 hours ago, Haryana said:
In recently concluded World Cup, India was the only country to win all 9 round-robin matches.
Then they won the semi-final and lost the final; which was a loss after winning streak of 10.
You can call that a shooting star or going down in flames, depending on your bias/propaganda.
https://www.cricketworldcup.com/standings
Regardless, India is currently #1 on all three formats of Cricket:
1.Men's T20I Team Rankings
https://www.icc-cricket.com/rankings/mens/team-rankings/t20i
2.
Men's ODI Team Rankings
https://www.icc-cricket.com/rankings/mens/team-rankings/odi
3.
Men's Test Team Rankings
https://www.icc-cricket.com/rankings/mens/team-rankings/test
lol, the truth hurts I guess. #1 in the sport but haven't won a trophy since 2011. So congrats on being the Tottenham Hotspurs of the sport.
-
replace Russia and Ukraine with Israel and Hamas and I don't think people would be ok with bombing refugee camps (multiple times!) and The Hague would be busy writing up war crime charges on the heads of the Russian military.....but when Israel does it, "it's just them defending themselves...."
-
just have to get rich once
-
Cricket team going down in flames
-
13 hours ago, Spekulatius said:
Chanos is quitting? Must be close to the top.
Up there with Druck top ticking the tech bubble.
-
14 hours ago, Castanza said:
Sarcasm
but it’s a very stressful job that has real consequences to his actions. I don’t think he can just resign and go on with his life as if he quit a job flipping burgers.
between the corporate board seats, speaking fees, consulting fees, and thinktank salary he'll be taking in, he'll be making hunter biden money in no time flat. but he's been biden's conduit for a long time so if he resigns you can bet the ship is sinking behind the scenes.
-
been messing around with ChatGPT to do some data aggregation and calculations based on the aggregated data. Going to be a long while before it starts stealing people's jobs if you are dealing with important numbers or had to tie to some type of reconciliation. I finally just took the aggregation piece which was maybe 80% correct and just did the calculations myself.
-
oh yes, i'm sure it will be a great thing for society when 80% of people don't work. What's the old proverb? idle hands are the devil's workshop?
But given our current society that revers technocrats, unpunishes corruption, and doesn't really stand up for workers rights, I don't see the "societal safety net" holding water....It'll be the usual tax dodging, union busting, political bribery, the "I'll get mine and you'll get crumbs" that's been the status quo for the past nearly half century.
More likely this leads to more polarization of society even more than we currently have, uprisings, wars, and human suffering.
Sorry to rain on the kumbaya utopias discussion.
-
Guess if that’s the case it’s also set for another Great Depression then
-
14 hours ago, Munger_Disciple said:
The underlined statement was the best point the author made. It is the first time I see a mainstream reporter make this point.
I guess what he was saying (& the Fed worries about) is that if for whatever reason the hedge funds (acting like primary dealers) had to undo their basis trade, the treasury yields can go thru' the roof parabolically because they are big players in these markets and use ungodly amounts of leverage. In other words, something similar to the October 1987 Black Monday crash can happen.
Edit (added): Since the Fed cannot "theoretically" extend their credit facilities to hedge funds like they can for primary dealers it will make the problem that much worse. IIIRC, the Fed arranged a bailout of LTCM by banks, not directly rescued the hedge fund. But push comes to shove, IMO the Fed will "invent" some novel reason to rescue the hedge funds doing the carry trade.
yep, and with the bailout comes regulation to the industry -
1 hour ago, gfp said:
There isn't any problem with Berkshire's method of accounting, which Berkshire uses on their other acquisitions and understates profitability in a way that is consistent with Berkshire's conservative accounting style and rejection of earnings "optics."
There is no reason Pilot can't keep two sets of books, or simply adjust the Berkshire-kept figures for the excess depreciation and amortization and include derivative hedging gain/loss. Companies do this all the time. Hell, a lot of companies keep three sets of parallel books. That's why I think they will just negotiate an adjustment to the computation of earnings before taxes and settle the matter. Since it impacts Berkshire's reputation as an acquirer that "does right by their seller partners," I feel like there is more to the story when you consider the other changes Pilot and Berkshire made. Pilot brought in a commodity trader CEO and started trading a lot more around energy commodities (a business Berkshire exited), Berkshire fired that CEO and the CFO immediately after assuming control, Berkshire exited the more trading-related businesses and focused back on the plain vanilla lines of business Pilot was in at the time of the original deal.
makes sense they were probably juicing short term earnings via the trading business that was probably a short term gain and a long term loss. Haslams get more for their shares and stick it to the old man. Berkshire takes control and now taking the chance to stick it to the Haslams.
-
14 hours ago, John Hjorth said:
Yeah, I've been puzzled lately there is so little information in MSM about what's going on. The most logical explanation : Not much is going on.
only so much blood you can put on the front page -
The tax deferred nature of the ibonds is why there is the limit I would guess
Where are you going.. (Travel Thread)
in General Discussion
Posted
Chiang Mai is lovely, I'm actually heading there next week, just have to hit the sweet spot between the end of the rain season and the start of burning season. Usually mid November - middle of February. I've seen very little Russians in my ~4 months of living there, actually more Ukrainians I've came across. But primarily American and Canadian expats with a decent bit of South Korean tourists recently. It seems every nationality has their little pocket they frequent. Russians and eastern europeans in phuket and the beaches down south, Scandinavians in Hua Hin, Japanese in Bangkok (2nd largest diaspora in the world behind Los Angeles), German speakers in Pattaya.
As mentioned above the Thai government has been desperate trying to court the Chinese tourists back to the country. To the point now there's no visa requirement. Same for Indians. Russians now get 90 days visa free.
Vietnam also recently allowed 90 days on a tourist visa, will be interesting to see if Thailand starts losing people to there. I'm planning a long trip there after my Thai visa expires.