gehringer_2

I think another thing that come into play is how much time people are willing to spend doing the kind of shopping the current market mess requires. I don't think this is a factor that is accounted for when various kinds of market analysis get done to support capital expenditures, but I think 'shopping' fatigue is a real thing when it comes to video services. I don't think many people actually enjoy the time they have to spend to stay on top of the constantly moving purchase choices they have, and that friction may have as much to do with how and how fast the market evolves as the individuall choices that services engineer to sell in it.

The sad part for Mario is that I think he could have become a lot more loved in Det if he had gotten out from under working with Rod. The big knock on Mario was that he seemed like such a cold fish, but I have a feeling that was only because he was sitting next to a guy he didn't like or want to talk to about anything more than the game. On the few occasions when people had to fill in for an Allen absence, Mario was a much more personable guy. Blame that on Allen or blame it on Mario from not getting past himself to be better, but it was what it was. At some point Mario probably should have realized the Tigers weren't going to dump Allen and moved on for the sake of his own career.

but that's just it isn't it? Most streaming services don't carry the RSNs - ergo they don't pay them.

I"m wondering how long Putin can allow Prigozhin to keep building out Wagner. One day he may find he has waited too long and wake up to find Wagner tanks surrounding his dacha.

The sports media revenue model existed on the basis of being subsidized by a lot of people would not have paid for the service if given the chance to opt out. As the move to streaming gives people that exact option to opt out of a global cable package and tailor what they pay for, you have the irresistable force meeting the immovable object. When I do the back of the envelop math I don't see an obvious replacement model that works. So when we all had cable, the cable companies were forking over maybe $2-5/month per customer to the RSNs, but I would guess only 10% of cable viewers were viewing fans of any particular sport. So you split that out and now you are charging the people who are willing to subscribe to a single service >$ 20/month to raise the same revenue? I'm a pretty hard core baseball and hockey fan, *I* won't pay $20/month for the Tigers or the Wings, let alone if they try to bill for each. Certainly could be enough people out there that will but I wouldn't take the wager. IDK, maybe PPV pricing could raise more?

I'm sure Sinclair would be thrilled with this option - their creditors maybe not so much.

I don't think you have to wonder at all.

so back in the day - around the early 90's or so when Microsoft was being the world's primary corporate Satan, the tech writers/press really picked up on "sowing FUD" as the description for Microsoft's primary strategy for freezing other actors out of markets that they still were not ready to compete in themselves. I don't know if it goes back further than that or not but that's where I first remember seeing it used.

yeah - you understand what Lalonde is trying to do to get Bertuzzi going, but you have to let him work back where he's not killing the top line. But this was a little bit of a 'take it' game for the Islanders all the way around with Husso sitting and Lalonde also letting Erne and Lindstrom get a game in before the break.

I've been tempted to write off Intel a couple of times in the past when it looked like their management had gone stale and their tech fallen behind, but they are such a deep organization they seem to be able to flip the switch when they need to.

🙈🙉🙊 Short term market movement is all about momentum and technical investing - it's all perceptions and the animal spirts, along with the added dose deliberate manipulations, fraud and FUD distribution.

right, and even then you have to differentiate between continuous flows and one time flows. The government threw a lot of fiscal dollars into the economy when the pandemic hit, but much of it was one time appropriation. Those are things which will inflate the money supply at a point and cause what is basically a step change increment in the general price level, but they are not drivers of continuing inflation the way an overly expansive Federal Reserve would be for instance. The effect of the big fiscal dump was transient in the same way the supply chain issues have been, they are not things the Fed needs long term response to 'wring out'. Now, all that said, as I've said before, the thing that may yet save us from any possible overreach by zealous money hawks is that since we started at zero, they have been able to push a lot of rate hike through, which makes them feel they are being effective, while still not hitting rates that I think are likey to crash the economy - as long as they have sense to stop soon.

PC sales have cratered and that's still a big driver for their business. Computer sales were one of the big beneficiaries of the work at home transisiton, but with that swinging back they are in the dumps. The Pandemic gaveth, and its passing is taking it away..

could well be.

The risk that I see is mostly with the Fed. They have a playbook they are working from that says you *have* to have an increase in unemployment that reaches some kind of pain level to bring prices under control. And that has been true enough in previous bouts of inflation, but while I generally have little sympathy for people who look at some economic situation and say 'this is different' when it really isn't, this is different - or at least different enough for any previous bout of inflation since the Federal Reserve system has developed the playbook they are currently reading from. The fact is that prior to the pandemic, the economy constantly under-inflated the Fed's targets, and as all the short term dislocations of the pandemic work their way through, that is the status quo the economy is going to tend back to by itself, which is not the situation of 1958 or 1980 or 1990 or 2001 or 2008 experiences that the Fed draws it playbook from. So the risk I see is that Fed is going to overshoot. The one confounding factor that makes things even more complicated is that the boomer retirement wave does have an effect driving up labor costs. But politically, progressives should be pushing the Fed to allow enough inflation to let working class wage rates go up, because that is the way you want to increase social equity in a market economy - give the market scope to reapportion a bigger share of total corporate income to workers.

that's a fair take.

He certainly seems to be showing signs of turning into a much better player than we had resigned ourselves to. His play last night was approaching what could almost be called 'dominant' . OK - maybe he's not quite there yet, but I'm certainly beginning to re-consider that he may have still unrealized upside. He wouldn't be the 1st big man that took a little longer to grow into his body.

I understand everything about the logic presented here except why a call up would stil wouldn't be in his interest while all the same stuff to get him moved to somewhere else is going on in the background? If only for the better meal money and higher class transportation. The guy who hasn't been able to stay in the majors is worried about getting 'trapped' in the majors because he performs too well on a team he doesn't prefer? I'll certainly take your word for it but it doesn't sound like very good career advice to follow! 😂

It remains to be seen if the Federal Reserve will yet muck it up by refusing to take yes as the answer.

sure - you can take a deeper sociological dive into constructs like peer pressure mediated self group hate, but I'm not sure any of that would pass the definitional smell test to the average Joe which is why I framed it as a matter of broader policing culture. I think in the end what we call it matters less than (and that debate can become a distraction from) the need to break the cycle by finding a way to get different people into US police forces. But we've produced a society in which policing is a terrible job. Like Pogo said, "We have met the enemy, and he is us."

OTOH - people who are looking for short term help at the deadline may not care about a guy's long term outlook if he's on a hot streak. He may have indeed have netted nothing, but there was an opportunity cost to not even trying to find out. The argument has been fairly made that there is opportunity cost if you don't give Grossman a chance to build his trade value - so it comes down to which player was more likely to have done what you needed him to do. For those of us who thought Robbie was toast, trying to shop him seemed more like wishful thinking. More generally, if you make enough incremental moves you might eventually find yourself a player or two ahead of the game down the road. This was always one of my complaints about Dombrowski - he couldn't be bothered with small roster value building moves - he was all home run trades and big FA signings. But when that runs out of gas you crash hard and wish you had some residual value built up from making those small building block moves. Harris working the waiver wires to try to leverage up something is encouraging in that direction.

He was never what you would call graceful but his skating looks especially labored right now. If he could stay on the ice maybe his legs would come back, or maybe he's just getting old young.

so one goal against on a turnover by Suter, the last goal probably doesn't happen if Veleno plays his man better. The weak links continue to be weak.

Rasmussen - almost the goat for late high stick, pairs with Seider to create a cookie for Fabbri. Too bad they don't play that way more during regulation!

MLB network already has the infrastructure to stream all the games since they already do - except in local markets where a Bally RSN has rights. If Bally collapses or if MLB somehow reclaims local broadcast right because Sinclair's reorg plan does get through, then you buy an MLB gameday subscription and you get your local games? Doesn't seem too impossible an outcome, but still seems likely the teams are going to end up with less revenue one way or the other.