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gehringer_2

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Everything posted by gehringer_2

  1. Oddly enough, I think the bad reaction in the oil and stock markets is going to bedevil him more than anything else, at least if the reaction carries through when it opens in the morning. He's been able to talk the market back up several times via social media since this started, but to have his formal statements fall flat with 'his people' (i.e. investors) is going to hit him where his pride lives.
  2. didn’t the Spurs go from 1st to worst when they lost Robinson? I think that was a default assumption of what might happen when Cade went down.
  3. I think they are showing that the Pistons are more than Cade and the 11 Dwarves. Ausar, Duren and Tobias aren't half bad, and Daniss manages to hold his own.
  4. 'Limping away' would be more accurate.
  5. Agree the bats have been underwhelming, yet they put up 11 runs in the last two games. But we've already had 4 different pitchers on the staff suffer melt downs, and some sloppy D. The sloppy D will probably continue because it is at least in part the downside of moving guys all around the diamond every day. There is no free lunch. Every strategy that has an upside has some downside.
  6. I have no idea what the kind of income AI is going to generate in the end, but I can pretty much guarantee you that half of the companies extending themselves with these massive capital build outs are going to end up in the toilet, unable to get a slice of the market from whichever turn out to be the most successful players. It's the chip makers like Nvidia that are still in the catbird seat, they are going to book the sales whether the data center the HW goes in makes any money or not. In fact sentiment seems to be growing that the downturn since the war has left NVidia oversold.
  7. they have to send the Ford home, they've gone beyond any reasonable abuse of that crew.
  8. interesting that Jensen Huang is talking up a new generation of AI and agents running on the local machine instead of in the cloud. This should have lot of appeal for both for orgs that don't want to risk their commercial data outside their own control, and also for individuals who want build that their own customized agents based on their life profiles without risking the privacy invasion of their data being on the cloud. The ebb and flow of computing function to and from the center to local and back again continues.
  9. it's what he does, break stuff then leave it for someone else to clean up.
  10. well it's nice to hear him make a backhanded concession to reality for once. Iranian rope-a-dope 1, US technoblitzkrieg 0 If you want the terms of deal in a nutshell, my money is on this: Iran opens the strait with surcharges to recoup damages when the US agrees to sit on Israel to stop their operations.
  11. I can report that the 3rd game of the SD series showed up as watchable on the DTV 'fake' DVR service - so I assume the embargo on the 1st two games was just not having all their ducks in a row yet.
  12. The species hasn't evolved to be able to deal with the tech culture it has built.. Young people going head over heels for this or that idea/movement/vocation/avocation has always been pretty common, but in the past also usually pretty benign. 'Just a phase' you move past and maybe your best friend remembers and can tease you about it 20yrs later. Well, no more of that kind of leeway.
  13. Carpenter throws pretty well, probably the best of the bunch with Perez in Toledo. Vierlings arm may still be good but we'll have to see. OTOH, calling Riley's arm average is a stretch. He's firmly in the noodle category.
  14. well, practically speaking it's only a semantic quibble, but I think Trump actually has a very finely developed personal sense of right and wrong, which when seen from the outside basically goes: I'm right, and what I want is right, and if you don't agree, you are wrong. Of course he doesn't see it that way, to him it's just because the world is a rational place that all choices that happen to be right also redound to his benefit. My impression is that Trump sees the world in very black and white moral terms, it's just that his is a depraved narcissistic morality. That would be opposed to seeing him as Nietzschean sort of character who sees himself as transcending right/wrong as concepts. Opinions will vary, but that is my take if I'm going to do a little amateur pysch.
  15. the bottom line is a trade only helps if your GM actually makes you better in the trade. That means that if he gets back picks, he has to be able to hit on those picks, if gets back players, he has to somehow get more valuable players back than he sends out. Right now how much confidence do we have that Yzerman would be that GM in either circumstance? There is just no free lunch, there is only one route to your team improving, and that is for your management team to outperform other management teams in scouting, drafting, trading, development. Absent that, all the moves for the sake of moves are just deck chairs on the Titanic - or waiting around for lightning to strike your lottery luck.
  16. that was the nail, but I doubt he could have survived the inflation rate even without it. He was an outsider partly because he was cocky and he and his team thought they knew better. Even when that may be true you can't act like it! Later in his life he freely admitted that at that point in his life he wasn't prepared for the job. The contrast to Reagan was so striking. Carter was a very bright guy, but he and he team were not self aware of their weaknesses, Reagan was never the sharpest tool in drawer but he surrounded himself with a large number of the most competent people that have served in a admin in my lifetime: Schultz, Baker, Simon, Volker, Regan et al. (of course there were a few ringers like Meese!)
  17. Holmes had talked about that being an obvious option in the interview.
  18. Unfortunately Carter's economic illiteracy eventually overshadowed his other virtues.
  19. Brent is volatile this morning (there's a bad chemistry pun...). Gap has fallen back closer to $8 right now.
  20. Yeah, but Carter committed a SIN against every GOD lovin' 'MURICAN ideal - worse even than having' a BLACK dude named HUSSEIN in the White House -- He was gonna make us the METRIC SYSTEM!
  21. two point lead and the ball, all Boozer has to do is hold the ball, they have to foul him and he can put it out of reach at the line. Terrible end to a huge performance.
  22. true, but being reversed in real time on broadcast games it a whole 'nother level of exposure to face compared to t some charts on a website somewhere.
  23. I guess a related question is will ABS drive the umpires to be better? To the degree it does, that would have to degrade the value of framing as it would mean umpires are getting harder to fool.
  24. No - I get what you are saying. But everything has its limits. If Iran becomes intransigent enough, there will be boots on the ground to remove the mullahs, possibly Chinese if not ours! Another aspect further out is that Iran can easily over play its hand to where its leverage will turn out to be heavy but short lived. Everything that goes down the Persian Gulf can just as easily go by pipeline (or rail in the case of other products) to somewhere else, and those pipelines are pretty easy to build across the dessert. I imagine they are being sketched out even as we type. In general Iran has been a very bad actor, but until fairly recently not a particularly foolish one. At this point it's hard to know how much less competent the new leadership will now be for having been degraded and additionally radicalized, but in the past I would have expected Iran to have a pretty good sense of how much pressure it could exert without bringing the temple down around themselves.. Who knows if that is still true? We have certainly increased the probability that Iran will be less rational going forward.
  25. A newfie can easily slobber you to death though...
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