Everything posted by babysdaddy
-
2021 - Is inflation finally back in the conversation?
Paid research from a group out of London that is about 10 pages in pdf form so can't give you a link. that is the teaser note. I'll provide anything worthwhile out of the full document when I have time later today
-
2021 - Is inflation finally back in the conversation?
Research note I received this morning. “Two factors have so far held the US economy back from the brink of recession: the excess savings overhang and a truly rampant budget deficit The former is a form of lagged fiscal stimulus, due to run out around year-end. The latter is coincident fiscal stimulus. Both are responsible for driving Q3 nominal GDP +8.5%, or +$560bn. Government deficit spending (i.e. net increase in debt $852bn less $263bn increase in the TGA) accounted for +$588bn (105%) of nominal growth, with 93% of the funding coming via MMFs from the RRP, where only $1.1trn of MMF deposits remain. The larger the deficit, the higher bond yields. However, the faster NGDP rises on the back of the deficit, the sooner excess savings realign with the economy’s natural demand for money balances and become exhausted. By pursuing aggressive, peacetime deficits during the latter stages of a particularly mature business cycle (14 years, if you ignore the brief and rather artificial Covid lapse), the US government is crowding out the private sector and driving interest rates all along the curve to heights that render huge swathes of the economy unproductive. Thus, deficits now generate blowout GDP today, but recession later. Strip out the deficit and the US private sector is revealed to have been in recession since Q3 2022. Either Biden keeps running a very high deficit ahead of the election, driving rates even higher, or the bond market vigilantes manage to restrain the Democrats, but then the pent-up recession will be revealed."
-
the 2023 speaker of the house voting thread of implosion
is this like he sends a dollar a month to Africa or something? Bible on the podium huge red flag. Get the appropriation bills through and fund the government. And keep your fucking crazy ass social conservative views to yourself.
-
Fuck Big 12 refs
very on brand for the Big 12 to make him the guy that oversees the officials. Jesus wtf
-
2023 Rangers/Astros thread of hate
lol at the grand slam not mattering. Guy took out his horse cock and ejaculated all over the city of Houston. Given it didn't matter I guess the boos won't be more robust tonight Stros have lost something like 20 out of their last 30 at home and Dusty has never won a game 7. Can't wait
-
Israel
Democratic members of congress posting their truth. These two asswipes didn't say shit for days and then, when they could blame Israel for something regardless if was true or not, they were able to get a tweet out within minutes on the hospital bombing. And they have left them up.
-
Texas Rangers 2023 - They're Still Shitty?
just tell the gotdamed uniforms Underminer! let's goooooo
-
Texas Rangers 2023 - They're Still Shitty?
Can't seem to find what kit rangers are rolling with tonight? Anyone know? Got tickets to see mad max back in action
-
Israel vs everyone war thread
gonna have to update the thread title. fuck fuck fuck
-
Israel vs everyone war thread
This is exactly what will happen and we have some pedantic Hamas simps on this board with raging antisemitism that will make sure they are here to post all relevant information.
-
Israel vs everyone war thread
Good thread
-
Israel
Man, you post very insightful analysis of actual political races and then completely ignore or discount those articles that are actually relevant to what is going on. Why?
-
Israel
I never saw this discussed anywhere but here is the story about how Biden's suspended Iranian envoy Robert Malley helped fund/support an intelligence operation inside the US. https://www.tabletmag.com/sections/israel-middle-east/articles/iran-spy-ring-robert-malley-lee-smith And here's the story about Iran getting $6billion in a prisoner swap that won't be used for anything other than "food/agriculture" https://www.nytimes.com/2023/08/10/us/politics/iran-us-prisoner-swap.html And then here's the story about Iran being behind the terrorist actions of Hamas https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 Don't think Iran (or Russia) was too fired up about the potential peace and defense deal between SA/Israel/US.
-
Joe Biden 2023: The Dark Brandon Rises
Here is why Biden called a lid yesterday.
-
Israel vs everyone war thread
wrong board
-
Israel vs everyone war thread
It is a false historical equivalence that the Israeli government = Hamas. Any rationalization or excuse to this behavior is Hamas propaganda.
-
Israel vs everyone war thread
Hey guy, when one side (Hamas) is murdering, kidnapping, and raping women and children they are the bad guy. Glad I could clear that up for you.
-
Hey Oil Barons.......
Assume he was banging a whore or two? And they blackmailed him or attempted to?
-
Israel vs everyone war thread
which posters? Israel was invaded by Hamas, women raped and murdered, kidnapped, murdered children in front of their parents and we have posters on this site blaming those very victims for it? AYFKM. Goddamn that is gross.
-
Texas / OU Ticket Market Discussion
Knew a guy that used his cash to buy an apron from an employee at the game and went in that way.
- Week 6, 2023: Red River shootout.
- Week 6, 2023: Red River shootout.
-
The thread wherein the national media sucks off Texas for the first time in over a decade
- Markets still falling like whoa
long term this is good but it is going to fucking suck turning the ship- Fuck Big 12 refs
- Markets still falling like whoa
Football ...
Basketball ...
Baseball ...
Other Sports ...
Futbol ...
🤫995🤫 ...
Gambling ...
Movies & TV ...
Music ...
Hobbies ...
Lulz ...
Food & Travel
...
Daily Texan ...
Business & Markets ...
Cloak Room ...
Help ...
For Sale ...
Board Discussion ...
Advertise...
Tailgate Donations
Back to top