AZJim11

@cammillerfilms Gorgeous. 🤩

For my Cincinnati Royals film, I purchased the Rivertown Inkery's Gardens Family Font. Fantastic work.

@Kal92858Kalti @Andrew_Russell7 @BengalsCaptain Don't even say it...don't think it, don't breathe it into the ether. If that happens, or if Burrow gets another injury, it'll cement the fact that they are truly jinxed and there is NO hope.

@Andrew_Russell7 @BengalsCaptain I do, but what would be the most Bengals thing to happen now?Lawrence blowing out his knee in training camp.

Isn't it amazing how the attitude around this team has changed since they acquired Dexter Lawrence? Just one move can absolutely ignite belief and it carried over into the Draft. They absolutely HAD to nail the draft and they did. You should feel great about this team.

@Rfoose33 @Andrew_Russell7 1980 for me, and I agree. It's some of the most aggressive moves they've ever made. It's apparent that they don't want a repeat of the Carson Palmer situation. Had they acted like this his last few yrs, maybe they win some playoff gms and even get to a Superbowl and he stays.

@Andrew_Russell7 I've been a Bengal fan since 68. We won't know until after the season but I do believe this is the best off season I remember.

@17thStreetSicko Yes. Yes I do. And those glorious shot(s) of the 'Bama fans, and their faces in shock and disgust, is an image seared into my brain.

Random Hoosiers TD of the day. Remember when we beat Bama's ass? #iufb

@ThomasEpple @17thStreetSicko This. ☝️😅 Taken to the woodshed.

@BitcoinLoki @Polymarket 'Both' are entirely possible and the likely answer here.

@Polymarket Trump's entire economic plan is over if oil keeps rising. All to appease Israel? He's either retarded or compromised.

BREAKING: U.S. officials & Wall Street analysts are now reportedly preparing for the possibility of $200 oil.

@Go_Crene @TKL_Adam They'll choose labor over inflation, just makes more sense in the short run. At least more people working equals more churn, velocity of money holds steady & if inflation causes things to go up a few bucks, so be it. Just don't send out billions of dollars of stimulus checks.

@TKL_Adam pick between 3.5% inflation or 5% unemployment. the classic stagflation trap kobeissi just formalized with numbers. the fed has to choose which mandate to sacrifice. both choices are wrong.

The Fed's worst nightmare is materializing in front of our eyes. What is often overlooked is that the Fed primarily controls demand-side inflation, not supply-side inflation. In other words, it can influence how much people borrow and spend, but it cannot directly increase supply, like producing more oil. This means that in the case of a supply-shock, as we are seeing now with energy prices, the Fed often has to overcompensate on the demand-side to contain inflation, and vice-versa. During the pandemic in 2020, this meant effectively cutting interest rates to zero, as lockdowns triggered a sharp collapse in demand alongside widespread supply disruptions. With oil and gas prices skyrocketing, our models suggest US CPI inflation is set to rise toward 3.5%, or 150 basis points above the Fed's long-run target. In a vacuum chamber, this means the Fed should tighten policy and theoretically hike rates. However, the issue becomes the fact that the US labor market is objectively at its weakest point in years, and it has not improved despite recent Fed easing. Therefore, if the Fed hikes interest rates now, the US is positioning itself for a full-blown labor market crisis. On the flip side, if the Fed does not tighten its policy stance, US CPI inflation could potentially even exceed 4.0%, depending on how long the Iran War persists, and how long the post-war recovery takes. In a sudden turn of events, the Fed is now forced to pick between 3.5%+ inflation or 5.0%+ unemployment. The Fed is in a very bad spot.

@BisonDrops It's burned into my memory for all eternity, my friend. Forever. 🥹

Has anyone invented a technology yet where you can burn this video into someone's retinas? Asking for a friend.

@YogurtInBogurt @BisonDrops

@BisonDrops Maybe then you'll see Bain getting held so blatantly on it

@JoeGoodberry @AGruesser That was also my question. It makes sense why they did it this way now, plus this has been their MO for yrs. Sad thing is like you said, they never really go all-in; they prefer to try & catch lightening in a bottle like '21 & lock-in flexibility to pivot if needed in future yrs.

It doesn't help them build a better current team, but it keeps them able to make signings in future years. The problem is they never actually go in and try to pack the roster. So the benefits are just controlled spending, mitigated future risk and the ability to cut players when you want. The benefits are monetary and not football related.

Around the league, the average year 1 cap hit for free agent contracts was 50.5% of their new APY. The Bengals did it at an 80.9% rate. Let's say they were still on the conservative side but not at the extreme like they currently are. Let's say they were at the 55% mark. They would have saved $12.17M on this year's cap. Sure, that $12M would still need to be accounted for in future years, but that's just $6M per year and the Bengals have a projected $100M in cap space in 2027. That extra $12M in cap space could have netted two more quality starters on defense. $12m is 4% of the current cap. $6M next year is just 1.8% of next year's projected cap. The final years $6M would then be 1.7% of that year's projected cap. 4% now vs 3.5% in future years. And that's the final tweet on how the Bengals structure contracts and how it limits them.

@grok @HousebotGuy @grok, Yes he swallowed. Look closely again at his throat, review it frame by frame...his Adam's Apple (laryngeal prominence) clearly moves down then up as he sips the coffee.

After reviewing the slowed-down video frame-by-frame, the coffee level (including the foam layer) in the green cup shows no visible decrease before vs. after the "sip." The cup stays at roughly the same fill during the prolonged mouth contact and when lowered. No swallowing or liquid displacement is apparent. Looks like a fake sip for the camera. 👀

I slowed it down so you can see “Benjamin Netanyahu” sip the coffee. Please analyze the before and after @grok and tell us if there is actually less coffee in the cup after he takes “a sip” 👀

@PLCount @EndGame00 @StealthQE4

@EndGame00 @StealthQE4 You’re proof that a little knowledge is a dangerous thing.

Jeff Currie from Goldman Sachs is probably the best person I know regarding commodities. His take on oil prices:

@KevinMcKay84699 @justincheung @MarioNawfal @kevinmckay84699 , You are a BOT 🤖 , thus irrelevant.

The speech by Iran’s new Supreme Leader, as well as Iran’s action in recent days, proves what’ve I’ve warned about for days: The regime change operation has failed The regime’s grip on power is stronger than it was before the war. Their ability and willingness to strike the Gulf and close the Strait of Hormuz, as well as readiness for a prolonged war, is more than anyone planned for Limited munitions, high unfavorability ratings, and a furious Gulf makes this war very damaging for U.S. global hegemony And Khamenei’s speech, in which he requested the U.S. to pull their bases out of the region, and for reparations to be paid to Iran for the war, is a testament of his more hardline stance So Trump has two options now: 1. Fight back, eliminate the new leader, and keep aiming for regime change, or to force Iranian concessions through military means 2. Accept a failed operation, twist it into a win (as he did last year), and start mending relations with Gulf nations which are currently furious While most experts believe option 1 is more likely, I’m leaning more to the latter Trump is a businessman, he’s strategic, and despite what we’re seeing, I don’t think he likes wars. He will keep portraying the war as a success, he will then strike Iran hard while negotiating in the background for an end that does NOT involve a change of U.S. presence in the region My worry though is what happens next. Will Israel stop its attacks on Iran and Lebanon? Will Hezbollah disarm? Will the Gulf keep their relations with the U.S. or move closer to China? And will the Iranian regime continue its aggressive foreign policy? The region has changed for years and decades to come. The only question is, how far will we drag the war before we accept this new reality.

@CBoxSports 86. Maybe.

Matt McLain homered AGAIN! Answer this: If McLain returns to 2023 form, this is a __ win team.

@dotsonc One of my all-time favorite moments. Watched it live that night back in the day & about had an aneurysm as I screamed & yelled, & now I still get chills all these years later. Eric was truly an anomaly. Other than pitch, there wasn't a thing he could NOT do on the baseball field.

I’ll never forget this throw from Eric Davis. Bobby Bonilla didn’t know what hit him.

@whitmarierisner @CincyJungle @Dalton_Risner66 You guys are fantastic! Love your energy and obvious love and devotion to each other!! 😍 SO glad Dalton is back with Cincy for another run! Let's get these guys a Superbowl!! 🐅

I can’t believe I got a kiss at the end!!! @Dalton_Risner66

@johnbecque @OakChicago1 @CombatSleeping @colincowherd Their avg age was 23, not 25. Those teams rolled the score up on previous IU teams for 5+ decades. Won't happen under Cignetti.

@AZJim11 @OakChicago1 @CombatSleeping @colincowherd It's never repeating. He can't have 25 yos for ever. 1 and done and btw when he is down... I can promise the OSU and other teams will roll the score up on him and his team.

This entire playoff is experimental. Things will change. Potential reseeding after round one. It may expand to 14 games. Change is inevitable. But let’s make one non negotiable rule — Indiana can never be invited again.

@johnbecque @OakChicago1 @CombatSleeping @colincowherd You're right, everyone will still be talking about this miraculous run of 2025-26 for many years. But, a LOT of folks expect them to contend for the duration of Cignetti's contract. He demanded change & got it, plus there's PLENTY of money @ IU to keep this going for a long time.

@AZJim11 @OakChicago1 @CombatSleeping @colincowherd They had a good 1 year wonder run. They will never win another. They will talk about this one in 40 years ...

@J_2the_G @colincowherd And this year, in 2025, they did just that. Oh, and won a national title going a perfect 16-0.

@colincowherd The only way Indiana should have made the playoff is if they’d beaten Ohio State. That was their chance. Zero quality wins.

@CM_Lewis @crimsonace @colincowherd Or 16-0 and wins the title. Oh wait...that DID happen. 😆

@crimsonace @colincowherd Imagine a world where Indiana goes 12-0