@BobLoukas Everyone who is a financial/trading/crypto/macro “influencer” like yourself is now saying we are near a cycle reset: market cycle or business cycle. It’s become the de jour analysis. What’s the catalyst for the actual end? A spike in unemployment? Hmmmm… let’s pronder 🤔
@jacobinfante24 He made the 2 biggest catches in the season, against the Packers (2x), including a historic walk-off in Week 16 and a go-ahead score in the Wild Card; and plays hurt. He’s a beast.
@nntaleb Jeezus. The silver and gold trade have been discussed since 2018. Where were you? That being said it took 5 years to play out. That’s commodities for you.
@RealSkipBayless Fact: Shedur looks average AND his head coach sucks. His HC should be replaced. He had his time and his time is over. Keep Shedeur and lose Stefanski.
Everyone says the Packers fleeced Dallas in the Micah Parsons trade.
Let me tell you why that take is wrong — and why this trade could be the best move Jerry has made in a decade. 🧵
Bottom line:
Dallas sold high, fixed a core weakness, gained draft flexibility, and set up a balanced cap sheet.
The narrative today says “Packers win”, true. But, in 2–3 years, everyone might be saying Jerry played a solid chess game and peeps will eat crow (see 90% of analysts)
Green Bay’s gamble If Jordan Love regresses, and/or Parsons is injured (and his back is giving him problems now), those “late picks” could turn into top-20 selections. And that Parsons mega-deal? It will eat up future cap room for years.