BANNED USER: terrible poster who never improves
sliders1234
No bio...
User ID: 685
Banned by: @Amadan
sliders1234
1yr ago
I think in large parts of society and in the educated class at this time sexual purity is outside the Overton window. Saying no isn’t possible without being weird and undatable.
sliders1234
1yr ago
Yesterday it was true that there were no man with guns willing to fight for progressive values.
Tomorrow it is possible. The AI guys and people like Sergei Brin perhaps. And of course I am referring to drone tech.
sliders1234
1yr ago
It’s female marketing. Empathy = women like seeing diverse people getting along. Less about victory and more about working out is also feminine.
Female clothing market is bigger than the male market.
Since the change I refuse to buy Nike.
sliders1234
1yr ago
What is the dog that didn’t bark here?
They inserted a black character into a Japanese story why? Could they not find a black story tell and have the setting in black civilization.
A fun game would be to get the woke upset that Ubisoft thinks so little of black civilization that they insert black characters into other civs instead of doing a game based on black history.
The anti woke shouldn’t be attacking the cultural appropriation of Japanese culture by inserting Hollywood’s preferred racial balance they should be autistically demanding a black story and accusing Ubisoft of racism for refusing to do that.
The firm who bought the real estate almost certainly took a giant loss on the deal.
People who buy NNN leases are buying cash flows tied to the leases betting that Red Lobster will stay in business and pay rent for probably something like 30 years. The buyers of these are much more like a mortgage bank than they are a land speculator. These are basically now junk bonds in default where the owner of the leases now own a bunch of restaurants without tenants they are going to need to spend a lot of money renovating (Tenant improvements) to recover any value.
I don’t know how many times I need to say this but in the real estate world these things are not “owning” real estate the same way a normal person would think about it.
These are the same people who would buy bonds backed by Pepsi but Pepsi just went bankrupt and your trying to figure out what you can liquidate to recover some value.
I think Georgism is silly. Private markets are always trying to redevelop properties into better use cases that increase rents. I think Georgism fails because develops largely profit by pushing for projects that will increase the value of their land and therefore increase rents. By taking away that profit developers have less incentive to be boost land values.
sliders1234
1yr ago
Red Lobster isn’t located in the areas with strong real estate markets. Those are all Gateway markets (defined as NYC, San Fran, LA, Boston, Miami) mostly coastal. Not 4th tier cities and exurbs where Red Lobster largely operates.
sliders1234
1yr ago
The Fed learned how to operate at the 0 lower bound. The only thing that ended the 2008 expansion was Covid and that was a choice by policymakers to cause a recession. Without getting super long winded because the subject matter is a PhD thesis the evidence seems strong as we have gone thru a 14 year expansion which also included planning a short recession and rapid recovery.
Slight nitpick. But using listed real estate value on SEC findings will not be accurate. Those will be at historical costs not current market value and is depreciated. It’s a lot like prop 13 in California. If Toyota bought the land the factory sits on in the 1970’s then the land will be listed at 1970 prices.
It’s also obvious in this discussion that companies that need physical footprints will have exposure to real estate. There are many different flavors of corporate leases but many of them are functionally no different than owning real estate. A 300 year lease with pass thru of maintenance, property taxes, etc is in terms of economics no different than owning the property with a mortgage.
Leases have a mathematical property that is a lot like delta in options. Options are not the same as owning equity but delta is a measure of the options price movement to the underlying equity. Similar shorter term leases have little exposure to the underlying real estate while longer term leases can be indistinguishable from owning real estate. Most of these leaseback deals are long term and would essentially have a lot of delta.
sliders1234
1yr ago
Is midtwit leftist Twitter that bad?
They “made” $2 billion. No the had revenue of $2 billion.
It’s just looks like a constant gotcha with no desire to understand what is going on.
The real estate deal had nothing to do with Georgism. If you google the deal it’s just as sale-leaseback. A sale lease-back is much more like taking out a mortgage on your real estate than a true sale. For various reasons corporations like to do these things. Red Lobster took property they owned and then sold it to someone else but then had to make rent payments and usually these type of deals would have RL paying most operating costs and property taxes. A sale leaseback is a little bit like debt most of the time for the buyer of the real estate and occasionally turns into owner real estate (like if Red Lobster goes bankrupt then the buyer of the sale-leaseback suddenly own a bunch of real estate without a tenant they need to figure out how to reposition). Basically a corporate bond collateralized with real estate.
If the leases have actual value as in the real estate went up in value and someone would rent it for a higher price you occasionally see the leases resold for profit to (Red Lobster in this case) a new business (in this case an expanding restaurant chain) but most of the time the landlord takes a big L and has a pain point of figuring out what to do with the property.
My opinion would be reading those tweets actively makes you less intelligence and gives you zero information on what is actually going on.
sliders1234
1yr ago
GOP leadership seems to be completely capable of messing things up so maybe this bill does reach a point where it might pass. Then it won’t and we will see headlines about how Trump killed a bill to protect your privacy online. I think a lot of us on the right are becoming quite happy to have Trump as the sin eater. Granted it should not get to this point where the GOP is considering passing it. It should just be a bill that never gets to a vote in Congress
sliders1234
1yr ago
Didn’t the Jews buy their land from the Arabs so it’s essentially trinkets for land? (Granted often absentee landlords).
Colonialism honestly wouldn’t be bad for the Palestinians. The end result is they would the richest non-oil Arabs.
Jews clearly have some right to exists in Israel and it certainly seems like the Palestinians are blocking that.
The traditional way western society would deal with this is kill them all. We wouldn’t have a conflict if Palestinians didn’t believe the west had gotten soft. They would fall in-line.
sliders1234
1yr ago
Since when is allowing Israel to crush the Palestinians against the principles of the west? Last time I checked the west has long been a colonizing power. I am not going to accept that because some academist and leftist are against it that the west is anti-colonialism. I’m very pro-colonialism and believe that fits with the deep roots of the west.
I think western values are perfectly in-line with full eviction of Palestinians from the region which is my preferred path at this point. There is no reason we should keep fighting this war and we should end it for all time.
sliders1234
1yr ago
I feel like food and these questions are sort of like Pre-Keynes in economics. We did not have good explanations for the Depression at the time. And while Keynes I think got a lot wrong (I’ve read his books) he was also origional and got some conversations started on how to manage a modern nation state economy. Now after Bernanke’s central bank we can basically achieve the end of recessions (and inflation though woke got in the way of good policy in 2020-2022).
Nutrition feels like it’s in a place where we don’t even have great models or great explanatory text. It’s probably almost as important as economics.
On (2) it feels correct to me that attraction is more malleable. While people are saying men are more attracted to hourglasses and it does seem like the middle tier pin-up girl fits this; I would argue for the very rich/high status the preference would be for the 5’10 super model look. If the choice is between Giselle or peak Britney Spears the high status person will prefer Giselle. Though Bezos seems to have gone with the Spears type.
sliders1234
1yr ago
Agree. The broad strokes are obvious.
Doing that in practice is hard. Most businesses have some market power and even Americas tech firms have some competition. Excel is actually a great example. Some time around 2010 MSFT stock was trading in the 20’s and conventional wisdom was it’s a value trap and going out of business. Googlesheets were invented and free. Eventually people realized there are a lot of 50+ year old bankers and accountants that would rather write a check to Microsoft every year for $100 than learn a similar but slightly different software. Which is rational by those bankers as writing a Microsoft check for about $2k the rest of the career is a lot cheaper than learning new software (at $200 an hour that’s 10 hrs of work). And since the old people wouldn’t switch all the young people had to be compatible. At one point conventional wisdom was Excel was not a monopoly but I would say today it is a monopoly.
Even a fairly basic cake making business has a little market power. As it’s a pain point to travel an extra 15 minutes to find another baker.
I would say Excel = restricted Baker= not restricted most people would say is fair. But the exact line is far messier.
An interesting current case is the Tapestry/Capri merger. A quick synopsis is Tapestry is buying Capri which is basically a roll-up of mid-tier luxury brands. Handbags and shoes. I think these markets are highly competitive and fairly easy to enter (honestly Temu seems to have a lot of cheaper products that look the same). The Biden administration is suing to block the mergers saying antitrust/monopoly. I think this market is clearly in the baker category.
Disclosure: long and wrong. It’s trading $36. Deal closes at $56. If it breaks your probably talking a puke close to $20 and eventually trading around $25. I think the economics are clearly in favor of it closing. But it’s in a NY Court with a Biden appointed judge which is outside my personal Overton window of knowledge and I deeply distrust blue enclave courts now.
sliders1234
1yr ago
I got a couple upvotes on reddit replying to a post “with bad guy Butker whose the evilest player in the nfl”
Good Guy: Butker Bad Guy: too many to name
I am not sure if the Overton window of NFL player conduct has really changed that much. I think most Americans have always had some support for traditional values and even more support a religious community to do their own thing. Explicitly stating this publicly though was banned for a while.
This also has me thinking about the right to free association. Which has largely been deleted from the U.S. constitution. I largely support a right to free association but it feels like it does need some limits. I would like a company to be able to fire some one for any reason they want. If you get promoted to CEO and your personal view is that Indians are smelly vile creatures and want to fire them just because they are Indian I want you to have that right. And ideally those Indians you don’t like get scooped up by your competitor and build a better product.
Butker’s case provides the counter-point. If the NFL decided they don’t want Catholics playing in their league who do real Catholic things and fired Butker it would cause him real harm. Go start your own football league is not viable. This happens with a lot of product too. If Microsoft decided no Jews can use excel that would be an irreplaceable loss. Jews of course could build their own excel software, but since every other organization uses excel the Jewish excel would not be compatible with the Gentile Excel used by everyone else. They could not be accountants or investment bankers because all their clients would be using Gentile Excel.
Of course Courts can come up with tests to distinguish the difference for when giving free association is non-viable. The issue here is that if you are the wrong group at the time let’s say a Catholic kicker the court could declare it is viable for him to start his own NFL to be a kicker, but also find it’s completely not viable for Jews to create their own excel.
sliders1234
1yr ago
“I am familiar with the evidence”
As am I and a fully fleshed out argument would probably start with the raping of the Sabine then cite historical examples elsewhere (Tribes in Brazilian rain forest, probably Aztecs), cite serial killers getting young hot wives in prison, a little 50 Shades of Grey plus polling on women sexual fantasies and porn watching habits.
Is the goal to write comments that a thorough blue triber who mostly hangs out in places like neoliberal Reddit stumbles into this place and gets the full arguments (leader to long comments) or that 80-90% of the people know the references for the frame a person is citing?
Long form and relitigating every frame hinders the ability to develop models to apply to new situations. My support for your position in this specific comment would basically come down to I haven’t seen anyone argue about female attraction to violence lately. The only incident lately I believe Ymeskhout linked to a Scott Alexander post talking about a client who constantly goes to jail for beating his wives and constantly has a new wife or the wife he previously went to jail for beating is sleeping with him again.
sliders1234
1yr ago
Don’t know. I think it’s a curious question that no one has written a book on. I mean even the food pyramid seems heavily disagreed with and no one really has a solution on a healthy diet.
Why do people myself included strongly prefer a Chick-fil-a chicken sandwich to a pop-eyes chicken sandwich? I don’t see any fairly evident evolutionary advantage to having that strong of preference but people will drive quite far to get Chick-fil-a versus Popeyes.
It does not seem to me that degree of optimization in our genes makes any sense.
A lot of food adds a status or ritualistic element that has some explanatory power. Like Miami is considered a bad food city but their prices are high and they combine a bit of night club in a lot of them.
This is a good example
https://www.thepoke.com/2024/05/17/1000-dollar-steak-crazy-clip/
But that’s showing your date you have such a degree of resources you can pay 20 other humans to present your food to them.
sliders1234
1yr ago
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Does feel somewhat explainable. We want them both so eating both at once triggers both sensors. I feel like most will agree we have a preference for carbs and protein in one bite since every street/comfort food I can think of every where does that. Taste for spices and variety of food still seems a bit confusing. Like I get more pleasure out of eating different foods every day but they’re basically the same thing protein, carb, some sauce/seasoning. Like tacos, hamburgers, pizza. All three of those probably even have tomato and onions in them.
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Perhaps no one had it is the answer. But why is there a fat girl is bad programming now. Where did that come from.
The trope has never been a trope. It’s just the way things are. I did some math one time and came to an approximation that if you had a Jewish high school (let’s say randomly selected and not like NYC focused) you would have one kids grandpa who is a billionaire at every Jewish High School assuming a typical High School size of 800-1600 students. And that is just billionaire you would have a lot of relatively impoverished kids too. Doing some rough math 10% of the school would go on to the Ivy League and equivalents. A randomly selected Jewish High School would produce results very close to some of the most highly filtered private High Schools. The only thing they wouldn’t produce are Presidents and athletes.
I feel like this is more like the post I made where we know the answer but have learned to not know it.
Politics will be interesting over the next decade. Either Jews really can manipulate the media and they crush the lefts oppressor-oppressed framework of the community is going to need to learn to vote Republican and be besties with Maga. Cliff Asnes who basically funded every never Trump organization recently said he’s considering voting for Trump.
sliders1234
1yr ago
I think it’s fairly popular to think about evolutionary biology in these parts. Here’s a few things about food that come to my mind.
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The most fulfilling meals (to me but I think it’s common) are some combination of carb and meat. Hamburger, tacos, pasta, rice with various dishes. Why do humans have such a preference for mixed foods? Basically why do we cook instead of being equally satisfied with having a piece of meat and then some carbs later. All of human taste seems to be far more complex than what is necessary for encouraging me to eat the foods I need to be healthy.
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Why does my body have such a desire to store fat but when we look at potential mates we want the thin one. It seems like those preferences should be the same. Fatter mates would have more survivability in a famine. What’s good for my health should be good for the health of the person I want to have sex with. (Obviously being fat isn’t health maximizing in modern days but it was health maximizing in other environments).
sliders1234
1yr ago
This already happens with teachers. Online diploma mill masters so they get a pay bump based on union rates for masters/phd, but realistically does not improve teacher quality.
The simplification for what you are talking about would be to basically IQ test as a proxy for income potential.
sliders1234
1yr ago
I am down with it. It’s the one thing that would make communism better than capitalism. The ability to force your tfr higher.
If the choice is national suicide or communism then communism is better. And as we discussed in the taxes needed to fund a sufficient incentive it would basically take communism to raise that level of money.
sliders1234
1yr ago
Definitely no. Basketball outfits are no way as sexy as doing yoga on the beach or even any outfit I see a women wearing in the weight room.
sliders1234
1yr ago
I played tonight. So know the culture but yes it’s weird guarding a girl. But most major cities should have a large enough network of girls who played in college who should be connected and have their game?
Even at gyms for one offs I have never seen the college women players show up. I played at EBC in Chicago for a while (highest gym for Chicago) and we had from Simeon Rice to 70 year olds as regulars. A division one girl could be atleast regularly the 4th best player on the team. And after embarrassing guys who would take them easy for a 2 weeks I think that would end. But never happened. Chicago should have 20-50 ex Big Ten players. I’ve also ran into a lot of male college players who just quit playing.
It would be an interesting research project to interview ex-college or high school players on why they completely quit playing.
The dirtbags eventually settle down and get married. To a great extent they are just following social norms. Sex comes early now. You figure out if you like someone after. It’s honestly bad manners not to sleep around if large parts of society.
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