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owbc

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Everything posted by owbc

  1. MLB run differential leaders: LAD: +133 MIL: +119 NYY: +112 ATL: +97 The other 6 teams with positive run differentials combined: +84
  2. The national media seems to think that if the Dodgers want Skubal they can get him. It sucks that there are only 4 elite teams this year and two of them are NYY and LAD. It wouldn't be in our best interest to get in a prospect bidding war with big market teams, but if Skubal goes to any of the 4 elite teams (ATL, LAD, NYY, and us), it elevates that team to being the overall favorite.
  3. Lose the Miz and Harrison games and (probably) win the Gasser one, just like we all predicted.
  4. Correct ruling IMO. Harper had no plans to stop at 2nd even if he was out by a mile. He was going full speed and not even looking at the cutoff man.
  5. Seattle originally had a scheduled doubleheader this weekend but after yesterday’s WC game got announced as a noon start they moved it to Friday night.
  6. Smith’s splitter is ridiculous. Tip your cap.
  7. All long term FA deals have frontloaded production and backloaded pay. We’re top 10 in MLB in WAR and OPS from the DH position.
  8. Interesting defensive effort by Bauers. .050 xBA
  9. Smith is a tough one to hit but maybe they'll get to him in the 9th.
  10. If we can get out of this down 1 we’ll win the game.
  11. I had written up a whole post about how Skubal didn't guarantee postseason wins for the Tigers and how the concept of windows doesn't apply to us. But honestly, I freaking want Skubal like the rest of you. Miz is a once-in-a-lifetime type talent. Our past aces are not a worthy comparison. History suggests that we won't keep winning at a 95 game pace forever. MLB fans are begging for a true contender to step up and put an end to the Dodgers' dynasty. Why not us?
  12. I don't know if Frelick has a future here but the Brewers are not ones to sell low.
  13. I prefer a combination of options (1) and (2) The easiest criteria to expand would be that if you are eligible for the win when you leave the game (5+ IP) then you get the win if your team wins the game, regardless of what happens in the later innings. For relievers I would be open to just dropping wins and losses entirely. Reliever wins are pointless and the blown save does a decent job of covering losses.
  14. Right, it doesn’t matter because the top 10% of earners that are driving the economy don’t care about a $1 or $2 increase in gas prices.
  15. He'll have no problem finding a MLB job at minimum salary after he clears waivers. I suppose it's always possible that he could decide he wants to stay with the organization and play in Nashville for a while but he's playing for a 2027 contract so he'll likely want to get on a MLB roster ASAP.
  16. The markets are completely detached from reality at this point. Nobody knows what the trigger will be to pop the bubble. Clearly the war/oil disruption wasn’t enough.
  17. This Cubs/Rockies game is a top notch hate watch on an off day. I almost feel bad for Counsell…almost.
  18. They won, so we're paying them to get oil flowing in time for the midterms.
  19. The market is looking for any reason it can to go up right now. SPCX is pumping to the moon, gonna be $420.69 by August.
  20. Miz is going to do to our pennant drought what CC did to our playoff drought.
  21. I wonder where this ranks on the all-time game score charts?
  22. Decent IPO for SPCX although the powers that be weren't going to let it be any other way. Next question is how long until the Tesla - SpaceX merger?
  23. I think this is really great perspective. So if the backlog truly is just a wait for compute to be built...how exactly is that backlog going to be cleared? Where is the electricity going to come from to power these data centers? What is going to be done about the massive backlash against their construction in the first place? Do we think that using natural gas to power these data centers is scalable? In the meantime, anyone who makes heavy use of the AI models (myself included -- like 75% of my job is interacting with an LLM now) knows that the current state of the technology is enough to replace cheap, junior employees or other low paid employees that do repetitive tasks. They can't understand complex problems and they never will because the context window required to do complex work (and corresponding energy requirements) are not feasible, at least not until we figure out quantum computing or build them in space next to some device that harnesses the energy of the sun. And since it's mostly cheap employees being replaced, if the technology gets any more expensive than it currently is, companies will just go back to hiring more headcount since there are tons of laid off people out there who will gladly take a low paying job to get back in the workforce. So all that says to me that like the dot com bubble, we're due for a massive correction to account for the realistic scale and timeline of the adaptation of this new technology. And all of the circular financing done to fund the capex buildout means that this could get really painful if the ROI is not there by X date. Yes, the ROI might come eventually, but if the promises are delayed to the 2030s when we have the compute, that will still be a big problem for the market. So, similar to the dot com bubble, the technology will be transformational in many ways, but this massive gold rush is going to collapse hard.
  24. There is a lot of speculation that MLB swapped in the juiced balls for this series (similar to Iowa, London, Mexico City, etc). Hard to disagree after what we’ve seen. I’m fine taking another L today and just getting the heck out of here.
  25. I'm reading a book about the dot com bubble right now. The current situation isn't quite the same but human nature hasn't changed and it's basically FOMO propping up the market right now as it did then. What scares me is back then there were also some awful IPOs like Priceline but the scale of them relative to the rest of the market was pretty small. This time we're talking like 2 or 3 IPOs and they've been bloated up much larger because there is more private equity available now. They are really only doing IPOs because the private investors have squeezed all the juice out so they are looking for another group of suckers in retail investors.
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