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wallus

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Everything posted by wallus

  1. Yes but hitting the peak is important as everything moves slowly and you have to start on a better trajectory. No one thinks inflation will suddenly go back to 2% overnight. The EV stuff is interesting. No one cared about the environment impacts of creating ICE cars but suddenly now all of these conservatives care now? Also, the vast majority of charging for EVs is overnight when the grid has excess capacity.
  2. The fed definitely did not act fast enough but I would bet a lot of money that June was peak inflation and it will start to go down in July. I am expecting a .75 rate hike at the next meeting.
  3. Highly doubt the Yankees would give this much up but it is an easy yes for the Brewers.
  4. I would say yes and not get off the phone until it was called in to the league office. KD is a step above KM.
  5. The Big Ten should just get every school that isn't in the SEC. (I am being sarcastic because I hate this)
  6. This makes me like college sports a little less.
  7. Woof. No way I sign a catcher in his 30's to a 5 year contract. I am already concerned that Omar's slugging is starting to go down a bit which is a red flag for regression. If we had to do a Caratini and Feliciano tandem, I guess we could get by.
  8. What kind of contract is he going to command? I honestly have no clue but certainly would not break the bank for him.
  9. I think we will re-tool a little bit. Hader is most obviously going to be traded as you wouldn't spend 15% or so of your payroll on 60 innings, no matter how dominant. I would also trade Houser or Lauer and let Wong go. I would re-sign Peterson to be a platoon partner with Brosseau at 3rd. I would roll the dice with Hiura at DH with the idea that you can pick someone up at the deadline if necessary. If you can get Omar for less than 2 years and 20 million, you do it as I like the fit with him on the roster. I would also make a trade for an outfielder that can be a middle of the order bat, preferably Bryan Reynolds.
  10. So how do we view Jace long term? He is going to be 33 next season and is having a career year defensively this year. Out of his surprising 1.9 War, 1.3 of it is from defense. According to my eye test, he has been really good at 3rd base. In past seasons, he has been mostly neutral to a slight negative defensively. Offensively he has been pretty darn consistent with an OPS in the low to mid 700s which isn't bad. In an ideal world, we keep him for another season and let him be a supper utility man with a lot of time at 3rd. I don't know if we would want to make him a full time starter at 3rd. Next season he will be a free agent and I am sure he will want to get paid as much as possible being mostly a journeyman with modest career earnings. What do we think about Jace?
  11. So basically what I said plus a lottery ticket? I would like to get Reynolds but he has been good not great this year and is graded negatively defensively. Stearns has shown interest so hopefully he has laid the groundwork like he has mentioned. The good news is that he is controlled through 2026 so it would fit our "controllable talent" mantra. His salary is also set at 6.750 million next year which we should be able to afford.
  12. Yep, you are correct. Here is my most likely to get traded in the off-season. 1. Hader 2. Houser 3. Woodruff
  13. Yep, the Brewers should kick the tires on Reynolds again. Something like Frelick, Small and Turang should be close imo.
  14. Lots of good points on this post. We do need a higher participation rate. We have way too many people receiving disability for things that really shouldn't prevent them from getting a job. Back in the early 1900's when nearly every job was physical? Sure. Now there are plenty of non physical jobs. The people on fixed incomes things is a sore spot for me. If you are on a fixed income, you very likely did not do any kind of retirement saving or you didn't do enough. Social security was never meant to provide all you needed for retirement. It was supposed to keep people out of extreme poverty and for the most part it has done that. I can't get upset if someone that is retired needs to pick up a part time job. Where I work, we used to have lots of retired people work part time to get out of the house and make a few bucks. Now we have very few and I have been told "I don't need the money" more in the last year than ever before. You are right about Covid forcing a lot of parents to stay home. Some of that is by choice and others is because they couldn't get daycare. I don't see this changing for a while because Daycares pay terribly and there are still tons of higher paying jobs available. Perhaps there will be a tipping point when those jobs become desirable again but I don't see that happening for a while. Getting back to a little bit more on the "investment thread", my ETFs paid me record (for them) quarterly dividends so that was nice. Do we see the Fed raising interest rates by .5 or .75 next month? My guess is .5.
  15. Except the CBO said it would add nearly 2 trillion dollars to the debt. "Treasury Secretary Steven Mnuchin claimed that the tax law would not only pay for itself through higher growth, but would reduce the deficit by a trillion dollars. When asked whether these claims were true, Director Hall was unambiguous: No. As his testimony makes clear, “the economy isn’t likely to grow quickly enough to shrink the budget deficit.” CBO projected that the tax cut will add $1.9 trillion to deficits over 10 years, even after accounting for any growth effects. We are already seeing this play out. The deficit grew 17 percent last year and is projected to grow another 15 percent this year even as the economy grew faster. The idea that tax cuts for the wealthy and corporations would allow us to grow our way out of debt – one of Republicans’ favorite myths – has proven incorrect once again. https://budget.house.gov/publications/report/cbo-confirms-gop-tax-law-contributes-darkening-fiscal-future So no, not "orange man bad". It's things that have been tried before and didn't work then and won't work now. Neither side really gives a crap about reducing the debt/deficit.
  16. Well no. With how much of a deficit/debt we have, they will need to decrease spending AND increase revenue. Trickle down theory is universally proven as false. One author is not enough to disprove the countless ones that say it doesn't work. It has been tried many times and failed every single one.
  17. The latest tax cuts certainly have not done that: https://www.politico.com/story/2018/02/28/tax-cuts-trump-gop-analysis-430781 "The Tax Foundation analysis stated that the tax cuts would cost $1.47 trillion in decreased revenue while adding only $600 billion in growth and savings. " https://www.thebalance.com/cost-of-trump-tax-cuts-4586645
  18. Baby Boomers retiring is why the numbers are lower. The rate is only about 1% different now compared to then. https://www.bls.gov/charts/employment-situation/civilian-labor-force-participation-rate.htm Look at that chart, it has continually gone down as the US has aged.
  19. Citation needed on this one.
  20. Yeah, there's a good chance they can go down a bit more but study after study says time in market>timing the market.
  21. He would seem like a good target for us. I am pretty sure Wong has a team option for next season.
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