@BickerinBrattle Yes… agree! would love to hear his response to this as i'm sure he's thought this through. side note- crazy how "main street wall st" runs with ideas like neutral rate. if ppl give it value why wouldn't the Fed try and use it as a tool @wbmosler
@MohnishPabrai@GSpier Interested if you have any thoughts or have done any work on ‘Boston Metals’ and other innovative steelmaking projects? Is MOE have the ability to be scalable and efficient enough to displace coke? Similar steel quality? Thinking on 10 year timeline..Thanks
@mfwarder Matt- Interested if you have any thoughts or have done any work on ‘Boston Metals’ and other innovative steelmaking projects? Is MOE have the ability to be scalable and efficient enough to displace coke? Similar steel quality? Thinking on 10 year timeline… Thanks!
@dampedspring At what point does beta become alpha? Thinking about Buffett-like investors… many would point to stock picking as a disguised beta activity until a track record points otherwise. Not easy to quantify real risk outside of using convenient metrics like past vol/drawdowns
@BickerinBrattle Very informative. If mkt continues ignoring real risk free.. how does genie go back in bottle outside of exogenous event? Why even be “glued to IC data”? What in current macro would even cause an unraveling? Or is data just to confirm your view in strength of mkt…
@BickerinBrattle Might be missing something. I understand prepayment option but as a homeowner if my property +20% to compensate for discarding prepayment… i need a place to live so buy another house that now increased by the same 20% and finance at a higher rate… where’s the incentive?
@BickerinBrattle George-Have learned a lot from your content and have a refreshed perspective thanks to you. Question- In the simplest of ways, if you were being your own devils advocate, what facts and data would need to be presented to disprove your thesis on the macro and markets? Just curious
@TreadAthletics Cool story that I think a lot of athletes can relate to. In times of adversity you can either choose to become a victim and feel bad for yourself or turn it into motivation. Whether baseball works out or not, that mentality will lead to success in whatever you go into. #GoJays
@SSimmons_@drivelinebases Def a correlation w/better athletes & throwing harder. Like the article points out it’s not always the case & you see so many guys that would be considered superb athletes throw 91 & guys that couldn’t be more the opposite throw 97, has to be explained thru mechanical efficiency
@The_Ace35 @drivelinetosh @DrivelineBB@d1baseball Totally agree. Was curious if ball tilt, spin rate, and spin efficiency are the only factors that attribute to movement or if other factors such as differing biomechanics and seam orientation, etc...have an effect too. First glance, this appeared to show the latter but who knows
Numi is the most genuine, kind hearted, and loving person I have ever met. Please help donate to raise money for him as his family as they go through this tough time. Love you brother! Stay strong and keep fighting. #ForNumi Click to Donate: https://t.co/pYr3f9JPMs @Tigers
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There was a missed connection at the DBAP at last night’s Bark in the Park. If you know these two doggies, please let us know (sound on). #DBAPDoggies
@drivelinebases@enosarris@BauerOutage is there any pictures as to what the difference looks like with your thumb from before and after? Curious to see how dramatic the grip alteration is