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Man , the only one ranting and harassing everyone every day is you :) Get a life beyond all this ? will do wonders for your health

Name one prediction in the last 2 years that these MAGA people , especially in purple font , have made which Came true They always get hyper excited at everything like teenagers and then the post volume quietly dies down as reality hits them smack in the face.  The North Korea discussion on...

Also the Barr letter doesn?t  really clear Trump. It defines crimes to exclude what Trump did. if we get to September 2020 and the Mueller Report has never seen the light of day, people are going to notice, and nobody but extreme GOP partisans are going to vote for Trump on the basis of "no...

On a more serious note ?- What I?m most curious about is there was a cooperation agreement with Manafort that later collapsed. So were there charges that at one point Mueller thought he could bring that Manafort backing out made impossible?

Liar loan pops up here once in a while when the news cycle is favorable to trump and completes the circle jerk of MAGA posters then remind him of all the bad forecasts he has made time and again and he slinks back into his ?bond bubble? :) 

FWIW ?- Talking to colleagues and some friends who recently bought new homes it seems the labor and materials shortage esp in 2017 caused many builders (mostly their sub contractors but builders are ultimately responsible anyways)  to cut corners  , including toll . One complains about the large...

Haven?t you guys learned a thing or two after being so wrong for so long on so many fronts in the last two years ... Darwin and evolution .. he clearly wasn?t talking about the republicans on this forum

Wasn?t it ?the economy , stupid? ?  ? As all of you MAGA heads kept claiming down to the very end And then still lost despite a fantastic job market and new highs in equity markets

This says a lot btw Mitch McConnell today: "It is deeply disturbing that the Obama administration was apparently insufficiently prepared to anticipate and counter these Russian threats." Same Mitch McConnell previously: Blocked Obama admin from making a bipartisan statement on Russian...

I think there are plenty of instances in the past where the MAGA band has started marching too early only to fall flat on their faces later Remember the 4 percent economic growth and the miracle of tax cuts ? Remember all the mortgage experts here on interest rates ? North Korean Nobel...

By the modern definition, today is one of the greatest days ever for conservatism :) ? conservatism is when something triggers the libs and the more the libs are triggered the conservatismer it is ? ? Edmund Burke

Hmm ... the privilege and support system that got many of these people in, also exists to get them plum jobs after graduation. In many cases the doors were already ?open? so to speak What one should look at is students from non privileged backgrounds and how did they end up doing in these...

BTW  is mueller still a political hack and a witch hunt maniac ? Or are republiicans now going to start worshipping him ? What happened to all the deep state conspiracy theories ? What will trump run on now ? The only issue where he plays the ?victim ? has been taken away from him .

The two dozen indictments and plenty of people serving hard jail time is just a nothingburger , yes. People can read what they want with their biased lenses and come to their own conclusions.  I can tell you not many votes for 2020 are turning based on this report anyways . What the Mueller...

To IC ?s original point re colleges ?-  I actually wouldn?t mind it if religious organizations lost their non profit status too Many of them , especially in the evangelical south, have become full of political activism and hustlers peddling junk. We should have learned our lesson from all the...

Posting this for many of you who care, haters can ignore ? Remember my call not to chase this equity rally much beyond 2750.  And to stay in fixed income , especially intermediate treasuries (when they were 3 percent plus) high yield / junk and muni bonds. The fixed income trade should have...

Actually the treasury market is already pricing in rate cuts This is why the 5y treasury is now at a LOWER yield than the 2y treasury !! So who is right ?  Clearly market is more spooked than the FED is

Yes - this is my point in the other housing thread .    Either we are headed into a recession and time to de-risk everything in your life or housing is bottoming out here.  Otherwise there is a logical inconsistency.  I am not talking about the higher end which is more affected by SALT...

All I have to say is dont fall prey to Recency Bias Confirmation Bias when I made my prediction about not worrying about ?rate rise? and buying the short dated treasuries at 3 percent , they weren?t popular ideas . Every loudmouth on CNBC and ?financial advisors ? running chickenshit were...

CNBC is utterly sensationalist , ignoring them completely you will not miss much But I think my broader point is - risk asset valuations don?t coincide right now w a weaker housing outlook (weaker than it hasn?t been ) So either we hunker down for a recession or believe that housing is...