gehringer_2

ERod runs out of gas. Didn't help that Barber stole a couple of good pretty decent pitches from him that inning either.

These are good points. The counter point would that C. I. and SHF had totally different resource bases to work from at square one. SHF basically had to put together new decision and advice resources for herself to use and we saw that all play out. C.I. already has all kinds of legal, personnel and other business resources he can call on without us ever seeing any chess pieces being moved. So it goes back your point about more of the Tiger's operation being behind the scenes. Doesn't necessarily bode well or ill, we just are not going to get see how they get there - where-ever there ends up being.

But the truth is that passion and 5$ gets you a Vente at Starbucks. I really don't care if my owner is passionate. Passionate can still be more than above average incompetent. He doesn't need to be passionate as long as he enables and demands performance in the org. Problem is I don't really know if that is going to be true of C.I. either! 🤷‍♀️

Uconn has won maybe 6 games in their last 4 seasons? This is one of those events that shouldn't be justified by calling it a game. It's the Ann Arbor version of the Tigers/Florida State game.

yup. I think people have a really narrow/faulty/imcomplete perspective when they look at a guy like Chris Ilitch. He runs a multibillion corporation that does high level executive searches on a regular basis and has connection to all the professionals in that field that anyone else does. People at Ilitch's level can and do screw decisions just like every else, the difference is that they normally have less excuse just because they are generally getting the best advice money can buy.

you can win 7 Norris trophies playing like that.

and Manning's work goes down the tubes.... Tie game

not much need to expand your repertoire when you are throwing a 3 hitter.

This team is such a paradox: you look at the likely starting pitching for next season with Manning, Skubal (at some point) Brieske, Wentz, Turnbull, ERod and you think - how can a team with that starting pitching not be a lock to at least challenge for a playoff spot, yet you still struggle to see how they can rebuild enough of the position roster to be taken seriously at all.

so they bring in a pitcher with a terrible walk rate, and you sub out a guy who actually can walk for a guy who can't, who promptly strikes out. I think handedness is as important in baseball as anyone, but I don't get that move.

wow - Manning shakes off of a lead-off bloop double and gets 3 outs on 6 pitches.

yeah - at this point I'm not worried about Javy any more. We were told he'd be erratic, he has been and since he had such a bad stretch early his numbers have never recovered but I'm OK penciling him in at SS for next season. They have bigger batting order fish to fry than to spend time and resources chasing another SS when they are needed more at 1b, 2b, 3b, C and OF..

....aaaand, he dies at 3rd.

This is interesting. Story here is that the Germans have basically "seized" Rosneft's Schwedt refinery that serves the Berlin fuel market (Shell a part owner but also wants out). But keep reading and you get to the fact that Poland had a long standing demand that the Germans end Russian ownership of Schwedt before they would supply any tankered oil to Schwedt via Gdansk to replace what the Russians withhold. Sad to see what is happening in Hungary, which was supposed to be maybe the best post soviet candidate for transformation, but Poland, despite some rough spots, is looking good right now. https://www.reuters.com/business/energy/germany-puts-rosneft-deutschland-under-trusteeship-2022-09-16/

Bold prediction: Manning is going to spin a gem a couple of days from now.

Lynn?

I need to wash my eyeballs.

who said anything about FedEx's total debt load? You're jumping from apples to oranges. The question was the cost of 1% on that debt. Whether the quarterly interest paid on that debt under ZIRP ( 1% interest rate etc) is an issue for Fedex's board to worry about and whether the cost of carrying that debt as rates go up suddenly becomes one is exactly the point. At 55 million a quarter 100 billion operation doesn't care. Get to 5 or 6% then they are going to start to care.

Tyranny of large numbers. Fedex's annual rev is 94 billion dollars. 55 million is 0.05% of that. (That's $50 bucks on a 100K income). That's not driving any decisions at the board room level. If it is the board needs to be fired for micro-managing.

I would just replace the CF wall with a long curved one that met the LF and RF walls on a tangent and eliminated the 430 areas. That would also leave the 420 zone narrower. Actually I wouldn't do anything but that would be a solution I wouldn't mind a lot.

I think that will be Al's basic epitaph. The right instincts but inability to commit to making the decision when it needs to be made. That impacted his ability to trade, to cut bait on players who were/are deadwood and because of that, blocking/missing better players that actually were in the system. All follow from the same lack of timeliness in the decision process.

That's the sad thing, for an American board looking by the quarter, 1% on 22 Billion is 55 million. Chump change. That's probably FedEx's office furniture budget.

who said I was blaming anyone, only that we get do get affected by what happens in other places and that the predictions about those things end up in the policy decisions that get made in DC. If they guess wrong about those, that is just one more route to get US policy wrong. WRT 2016, the Fed has been up the creek since the crash in 2009. The experience of the post crash years is a reason I doubt the Fed's first couple of interest rate moves off low levels - 1-2-3% etc made much difference. It took until they hit the level that moved mortgage rates. On the way down the cuts at those levels really didn't move anything in terms of prices, so I don't see why they were going to on the way back up. I would have made the first increase something like 2.5% instead of dinking around with 50 and 75 BP initially. We'd be 6 months further ahead.

I've seen some people speculate were are moving into an era of trade disengagment. That's probably net recessionary, but it absolutely is going to hit shippers! China is such a wild card though. Are Xi's policies going to force the rest of West to disengage with China in partcular? Will increasing authoritarianism begin to rot the Chinese economy the way it has the Russian? Big swings in those questions that we can only guess the answers about but will affect us all. If we do end up repatriating any large amount of Chinese manufacturing, it will certainly be inflationary, even if it does end up good for American workers in the longer run.

It matters, but I don't think the differernce from 1 to 2 % makes much difference to how much it matters. At 4% I can see it getting more traction. Its clear enough that where we are now has pulled down home sales, which by itself is a pretty big drag overall. The question is how much more blood the FED wants to see on the floor and how high rates have to be before a wide enough cross section of industries slow down for the Fed to relent. I also believe that we are due for a major round of wage adjustments in the US. Virtually everyone getting paid by the hour has been falling behind for 30 yrs and with the labor market now finally tight and little hope of immigration reform, all those folks finally have a little leverage to start catching up a little bit. That is inevitably going to increase a lot of prices. And TBH, if that's why I'm paying some higher prices, I'll live with it.