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Recent content by Stoneworker

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    Stock Thread

    I believe the signalling aspect is done in Powell's post-rate decision commentary and Q/A. There is an entire industry devoted to parsing these comments to determine if they are hawkish or dovish. Jeffrey Gundlach is a noted Fed Watcher who is usually interviewed at length on CNBC on days like...
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    Stock Thread

    Seriously? Go read the PLTR post before making untrue statements.
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    Stock Thread

    It doesn't matter who you are. It is quite sad that you perceive getting called out on making completely contradictory statements to be trolling. And yes. Posting mic drop advice to not time the market one day and then on the next advising people to "wait because a stock it will get cheaper" is...
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    Stock Thread

    I don't think so. S&P 500 earnings for 2024 were $212 according to the below source (which in turn uses S&P Global for raw data). The current 26.87 (26.64 at COB) is based on those 2024 earnings, not 2025 forward so as to provide more meaningful historical comparisons. Personally, I don't see...
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    Stock Thread

    Valuations may have been off their highs but by no means are/were they at "decades low." For example, MSFT's current P/E is 35.15x, and while in 2017-18 it was higher at >40, in 2022 it was lower at 24.5x and from 2010-15 it was lower still at 10-15x. The S&P at 26.87 is similarly high by...
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    Stock Thread

    So now valuation matters? I thought the formula was "scoop up quality stocks now" because "no one cares what happens in 5-7-10 years." Remember: Time in the market, not time the market
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    WR Marvin Mims, DEN

    I don't think the last half of the season was an aberration. Payton consciously began getting creative with getting the ball to Mims in space so I'd look for that to continue. He even lined up in the backfield as the sole halfback on multiple occasions.
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    RB Audric Estime, DEN

    Exact same 4.1 ypc as Kyren Williams and Joe Mixon so clearly those guys suck too
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    RB RJ Harvey, DEN

    What's kind of funny is that the poster bashing Harvey's pass game potential is relying heavily on an article that quotes a pre-draft stat from PFF. But do we know what PFF had to say after the draft? PROJECTED ROLE Harvey spent the last two seasons as a feature back, but he was consistently...
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    RB RJ Harvey, DEN

    Chris Simms publicly declared RJ Harvey as his #3 RB three weeks ago. Brian Baldinger featured him a month ago. But maybe they aren't "ppl"? Chris Simms: RJ Harvey at the top of the "starter, possible superstar" tier
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    RB RJ Harvey, DEN

    Agreed. It's about trust/confidence in Sean Payton's ability to evaluate players as much as the player himself. He was Payton's guy all along just as Bo Nix was. And I would add to @efactor 's comment that not only did the Broncos pass on Kaleb Johnson, but they also passed on Hampton...
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    RB RJ Harvey, DEN

    Video: RJ Harvey running routes at Senior Bowl (crowd reacts to 'nifty move' in 2nd route)
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    RB RJ Harvey, DEN

    2024 college receiving stats: Ashton Jeanty Total recpts: 23 Recpts/gm: 1.6 Yards/gm: 9.9 Yards/catch: 6.0 Rec TDs: 1 RJ Harvey Total recpts: 20 Recpts/gm: 1.7 Yards/gm: 22.3 Yards/catch 13.4 Rec TDs: 3
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    RB RJ Harvey, DEN

    Harvey will have 60+ recpts this year. Book it.
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    RB RJ Harvey, DEN

    To be accurate, Payton never explicitly described Jaleel McLaughlin as a "joker." It was the media and fans. Payton often praised Jaleel's versatility and potential to grow into a more expanded role when reporters asked him joker-related questions, but obviously that hasn't happened. And while...
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