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gehringer_2

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Everything posted by gehringer_2

  1. welp, if the Finns ever decided they wanted Karjala back, might be the time!
  2. two years out I'm beginning to think Hinch is a manager just a little too prone to playing personal favorites. If you have a set lineup of good players, that's not going to be a problem, but when you have a team where virtually every line-up spot is/should be up for grabs, I keep feeling like the approach is flawed.
  3. there are going to be companies out who have secured long term low interest debt that are going to be able to clean up and then there will be their competitors who will see their funding costs go up and will have to scramble. People had plenty of warning to figure rates would be heading up eventually. Their bets will pay off according.
  4. If they keep this up Goff won't be making anyone forget Staffords 4th quarter comebacks.....
  5. don't be thick SB, what do you think Fedex borrows money to buy? They operate over 600 aircraft, including 52 triple 7s. Not sure the mix of leases to purchase but they do purchase plenty of them.
  6. it's a stupid system but when so much money is on the line it's hard to blame a coach for playing it as it lies. As long as there as schmucks out there willing to pony up for seat licenses for 'event's like yesterdays......🤷‍♀️ Then again, CF fans will pony up to go watch a practice, so.....
  7. hard to make out 2022 on that chart but here is the UM survey link http://www.sca.isr.umich.edu/ Preliminary Results for September 2022 Sep Aug Sep M-M Y-Y 2022 2022 2021 Change Change Index of Consumer Sentiment 59.5 58.2 72.8 +2.2% -18.3% Current Economic Conditions 58.9 58.6 80.1 +0.5% -26.5% Index of Consumer Expectations 59.9 58.0 68.1 +3.3% -12.0%
  8. One thing weird in the Soto situation is Dan Dickerson's conversation about him. Dan keeps acting like what's going on with Soto is some kind of mystery, when it's most obvious thing in the world: he's not throwing his slider effectively.
  9. Indeed. Putin's stubborness may yet end up with a Russian army so emasculated that he can't keep the whole east asian empire from spinning into chaos and dissolution.
  10. depends what they were doing with it and what the terms are. If they borrowed another $250M to buy a 777 on a low interest 10yr corp bond and it generates 400million in income, then debt was good. If business falls off and it sits parked, then debt is bad but the cost is still fixed in the face of increasing rates. If they went to market short term and the 777 sits parked while their interest costs rise with each Fed meeting, then debt was very, very bad! Without knowing the duration of their debt portfolio and what income it bought them, I don't know how much their debt/income ratio is changing given some move in current interest rates. If you have slogged through FedEx's financial reporting and say they are up shit's creek, I'm happy to believe you ( I don't own any ) but the devil is in the details, not the generalities touched on in these short postings. Ford mortgaged themselves to the eyeballs a few years ago and made it work to save the company. Debt is a tool, it can be useful, it can be misused. Sure it's true that there is always some point that is too much debt, but like everything else, it's going to depend.
  11. In the high capital industries I worked in (energy/chem) it always did because it took lower ROI projects off the table. I can't get my 10% ROI project funded if interest rates even approach maybe 7% because even if the company has internal cash flow up the kazoo and doesn't need to borrow, the suits in NY would rather put those funds out in the financial markets - where they don't have to worry about the risk and complexity of seeing Capex through to product. The finance guys only love Capex when they can't get returns anywhere else, and even then only sometimes. Which has helped turn the US into an under-invested place. If Biden succeeds in moving the needle on that even a little he gets a cheer from me....
  12. you mean as in "they boooked an early flight"? maybe just the 'D'.
  13. Soto can't play the bunt, then gives up a hit. Good night Irene.
  14. you don't even want to look. 😳
  15. better to be lucky than good - as long as you are fast!
  16. ERod runs out of gas. Didn't help that Barber stole a couple of good pretty decent pitches from him that inning either.
  17. 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.
  18. 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! 🤷‍♀️
  19. 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.
  20. 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.
  21. you can win 7 Norris trophies playing like that.
  22. and Manning's work goes down the tubes.... Tie game
  23. not much need to expand your repertoire when you are throwing a 3 hitter.
  24. 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.
  25. 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.
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