Made4Twitch

@ryanhammer09 @oriolesprod From my understanding it just means they can’t contact the player directly. Agent is free game which is why some players do this

he is focused on draft i would imagine so doesnt want/need anything wild rn And/or he has a couple of spots he has connections too or has talked to prior and doesnt need any new teams thinking they can get him i actually appreciate the no contact for that reason dont waste anyones time

Arguably best player in the portal. Allen Graves is 1000% like that. Still think there is a strong chance his draft stock could rise to a point where he stays in but that open portal market would hit crazy if he lifted the "do not contact"

@MonitorWWIII @DK_Assist Am I crazy or should this have cashed

@DK_Assist why is Zach Johnson top senior being graded as a loss?

@DallasDon897 @BeaverBasher67 Still all made in a third world country for $10/unit, if that

Their stuff at that price point genuinely becomes a brunello, zenga competitor. And I think their quality is very close if not there for less than half the price. For those mentioning things like PM being at Costco and the sales they run, yes it definitely dilutes the brand. But crown crafted is their version of, in a way, Ralph Lauren purple label. Same name but that’s where anything in common stops . Different fabrics, design, etc, no comparison to less expensive lines. I have a good bit of zenga/brunello, and now a lot of crown crafted, and have been incredibly impressed. My sales rep told me they recently got some lead designer at zenga and/or brunello… forget the details but PM knows the audience they are targeting.

I have a couple polos from them that I like, but actually who the fuck would ever spend $1200 on a vest?

@AshleyTXBurner @TypicalTuffyFan The difference is we’re the safety to some of the best schools in the country, and yall…

@TypicalTuffyFan I know you guys aren’t used to bragging about academics with UNC and Duke in state, but you can’t brag about your admission standards and then turn around and say some ignorant shit.

We’re literally both one of the handful of schools that are land, sea, and space grant universities. But, y’all don’t have a law school, medical school, dental school, and veterinary school. Maybe if y’all had more programs for c students, you could afford to keep Will Wade.

@Leb_Zeppelins Using that many gs is certainly a choice

This was a great troll that turned out to be real. I’m cryinggggg

@grae_visocan Is this English

Dude drove here by himself. Is Entourage and him were laughing their asses off and then they paid an employee on the spot to leave or she'll call the cops. And believe it or not that's exactly what happened. Leaving now. What an absolute Twinkie

@B_Rob_2350 @BarstoolPack I don’t think you know hope karma works, but statistically aren’t a UNC grad

@BarstoolPack Yeah all y’all got real quiet that night right around the time ole WillyWade started screwing you over. Thats called Karma btw.

We didn’t post a single thing about Hubert Davis btw

@slope_s_ @HighyieldHarry Massive firm that works a lot with Wall Street

@HighyieldHarry $10 billion in revenue, wtf? I didn't know law firms approached those kind of numbers. That's the amount the entire NBA (all 30 teams combined) makes annually

congratulations, couldn't have happened to a more kindhearted team

@chryskon @junkbondinvest Thanks for the detailed response. How does the recovery value work? I don’t understand these structures. Does that just mean the asset (the loan?) gets sold at a discount? Or they have recourse to other assets of the borrower?

If a CLO is issued at $500M, typically that consists of $450M of debt tranches and $50M of equity that acquire ~$500M worth of BSL loans. The most senior $325M Triple-A tranche would have subordinated cushion of 35% (picture below shows example where it’s 36%). If the CLO portfolio degrades and CLO tests like overcollateralization fails, cash flows get diverted to deleverage and pay down senior tranche. In my extreme example, if 100% of the portfolio were to default, because these are mostly senior secured loans there is a recovery value. Assuming for every loan that defaulted there was a recovery value of 65% (or $325M) the proceeds would be enough to repay the entire CLO Triple tranche. Would never come to that though and this is highly improbable scenario. The CLO equity or mezz debt may suffer but those are typically owned by hedge funds or institutional investors with higher risk appetite.

$300B in bank loans to private credit funds, BDCs, and CLOs. "Private credit moved risk out of the banking system" was always the pitch. The banks just lent to the funds instead of the borrowers.

@chryskon @junkbondinvest How does this work? How can there be 100% default but a 65% recovery rate and the triple A holders break-even? Genuine question on the math

The banks are lending on a diversified pool with deep haircuts to absorb any defaults. Most banks invest in CLO Triple As, that have a 35% cushion. To put that into perspective, 100% of a loan portfolio can default but recover 65 cents on the dollar and the Triple A holders would break even.

@AmericanG4R @TuckerBlanc @LupusBeowulf You don’t have a clue about bracketology

@Made4Twitch @TuckerBlanc @LupusBeowulf if they finish 0-2 they no doubt do not make the dance

Wild the range of possible outcomes still on the table for State: Beat Duke and you’re undefeated against other North Carolina teams in Will Wade’s Year 1. Lose out and get beat by a team like Pitt in the ACC tourney and you head to the NIT.

@AmericanG4R @TuckerBlanc @LupusBeowulf You don’t understand what the bubble means. They are not presently on the bubble. 0-2 to finish then yes on bubble. It’s weak this year

@TuckerBlanc @LupusBeowulf Top 35 in the metrics isn't that impressive considering a lot of teams get auto bids . They are firmly on the bubble right now

@NoSweatFsu @FSUHoops Lost by almost 50 to nc state…yes it’s a stretch to say 4-0

@FSUHoops Great win noles! Only thing keeping 6 away from being elite is the turnovers. 2-2 vs top 4 in the acc. Couldve easily been 3-1 and its not a stretch to say 4-0. Future is bright

NOLES WIN!!! 🍢🍢🍢 #Connected

@JeffreyZupanic @statefansnation Bracket matrix has them above bubble?

@statefansnation According to bracket matrix they’re the epitome of the bubble right now. 7 league wins, 1 vs Clemson and the other 6 against teams 12-18 in the standings. Highest protected seed 9 and most have them 9-11. That’s the bubble.

Pack almost scores 100 on the road vs a Big Four opponent for *another* real road win. Currently a Q1 win; won't be worse than a Q2 in any circumstance. Would be hard to see this hurting our NET (~27 coming in) as metrics will love an 18 point win on the road. Wolfpack is currently in sole possession of 3rd place in the ACC and definitely not currently on the bubble. Have built a small buffer of an extra game or two at this point. Travel to SMU on Tuesday for a key road game against a currently projected NCAA Tournament team. #GoPack

@Steffwess @tuffycentral Yes, dumb not to after ‘24. And recent history

@tuffycentral Do you think Duke thinks nc state has a dangerous squad? 😂

There’s no way Duke/UNC fans are still denying that we’ve got a dangerous squad

@Wolfpack4life98 @NCSUFanPage Just factually wrong

An almost 20 point Q1 road win. This team is peaking at the absolute right time

@Sp0rtsguy94 @wxbrad Practical?

@Made4Twitch @wxbrad Don't be this type of person.

❄️ Based on the trends, I think 5-10" certainly looks possible for #Charlotte, we already have 4". We haven't seen this much snow in a single day since late Feb 2004, when we got 11.6". #snOMG #cltwx #ncwx #scwx #wcnc #wxrad

@the_finkmeister Store pick JDSBBP, solid

Stoner friends (who smoke all day everyday) called me a degenerate for drinking on a day I’m not going out. Anyways, here’s the bottle of the evening, night folks.

@CoachKelbaugh @ChrisHankle2 @fleischman_noah Deng is redshirting because he’s transferring

@ChrisHankle2 @fleischman_noah And maybe Sagnia and/or Deng

NC State coach Will Wade is asked about roster retention/portal: "I suspect we'll keep a couple off [this year's team]. It won't be a third. We have a very clear vision of what we want to do." "...We have much more time this time around. Our hit rate will go way up."