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Posts by Phil Connors

Sedona?

1 week ago 2 0 0 0

Oh yikes

2 weeks ago 0 0 1 0

Very recently Mammoth by King Buffalo. Check it out

2 weeks ago 1 0 0 0

what did Lebron do?

2 weeks ago 0 0 1 0

About the only stock I follow closely is PGR. For the first time in awhile, it's trading opposite the market again, which is often a recession signal (less econ activity, less auto activity, less accidents, less losses)

Take it fwiw:)

3 weeks ago 0 0 0 0

One of the most frustrating parts about maturity is admitting that the NFL draft industrial complex is mostly right about body metrics

1 month ago 164 3 11 4

I took notice, especially since it disconnected from gold last year even though I think it's most fundamentally compelling thesis is digital gold

My working hypothesis is that it remains digital gold but got way ahead of itself in the hype leading up to a Trump admin and needed to work off the hype

1 month ago 0 0 0 0
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First comes smiles, then lies. Last is gunfire.

1 month ago 3 1 0 0

Would you like to be a Private Credit firm that lent to them? Plenty of those, too...

2 months ago 1 0 0 0

I would go so far as to say the whole world vibe feels joyless

I'm sure there's a long think piece that could point to the chief negative externality of social media algorithms/feeds/bots as ruining global joy

3 months ago 3 0 1 1

The happy hour vibe is still the best vibe of all time

Twitter in the old days brought the happy hour discussion with drinks vibe - alas, long gone

3 months ago 2 0 1 0

Agreed - and no idea who we're talking about - but it also means if you are that bad with your personal life I kind of don't want you in a governance or fiduciary type senior role

4 months ago 6 0 0 0

Q3 GDPNow looking like it's inflecting up...but I guess you don't think that carries through

5 months ago 0 0 1 0

The role of a lifetime

5 months ago 3 0 0 0

This, my friends, is the market correcting for its past significant failures

5 months ago 3 0 1 0

Don't sleep on childcare/education and healthcare still being a potential issue

5 months ago 2 0 0 0
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time machine, good idea

6 months ago 1 0 0 0

Things are clearly frothy at this point. What is the best "crash protection" hedge out there right now?

6 months ago 0 0 1 0
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Apropos of nothing this song rules

6 months ago 1 0 0 0

The man in black fled across the desert, and the Gunslinger followed.

6 months ago 7 3 0 0

Isn’t all this potentially good since the global labor pool is going to shrink anyway

6 months ago 0 0 0 0

Got to be some noise to this with explosion of online gambling

6 months ago 0 0 0 0

How do you generally express your vol positions when you notice disconnects like this? What instruments are you actually trading?

Curious minds want to know

6 months ago 1 0 1 0

Good point. I’ve had a few friends end engagements, maybe more than got divorced

The joke was it’s a divorce without the state being involved

6 months ago 1 0 0 0

I think some other comments got to it - but marrying later probably biggest thing

I also wonder if witnessing downsides high divorce rates from prior generations makes people more practical about working through issues rather than cutting the cord

6 months ago 2 0 1 0

Is there some good long form reading on this?

6 months ago 1 0 1 0
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That is a huge change for this gen

How is this not covered more widely

6 months ago 18 0 1 0

I have a weird theory the divorce rate will fall for our generation or at least initial marriages will last longer prior to divorce

7 months ago 15 0 2 0

the gas stations off I-10 in Louisiana contain better food by themselves than like, 38 of 50 states combined

7 months ago 211 19 13 6
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Someone at Ole Miss threw a basketball on the field and the ref got a BUCKET

7 months ago 826 152 9 38