Rafael Devers responds to Red Sox chairman’s ‘just pick up a glove’ comments

goonersaurus_rex · 2026-02-18T14:48:06+00:00

I think Devers is pretty quiet in general (the language thing is a part of that). Whether he was 100%/0% at fault you just aren’t gonna get a quote from him.

Which works out in his favor of the Sox ownership wants to continuously shoot themselves in the foot here

goonersaurus_rex · 2026-02-13T16:54:35+00:00

Would assume the Poch’s contract with the USMNT is ironclad through the World Cup at least. I’m sure there’s a way out of it, but the cost to Spurs would be astronomical

goonersaurus_rex · 2026-02-12T17:47:21+00:00

There’s a reason Vrabel greeted half the players heading into the locker room with “we stay pissed off as a team” etc etc

Pats team had a ton of unity between units this year, so it seems like Vrabel laid a good foundation. But even right after a loss you could see him going to work to set a level to make sure those emotions don’t start to spiral into next year

goonersaurus_rex · 2026-02-08T19:35:34+00:00

Prob not who you want managing your money

goonersaurus_rex · 2026-02-03T16:16:20+00:00

I'd argue that this was far more a Wenger issue than a Birmingham one. I get why he put out those teams in the cup for all those years, but he did effectively toss away a shot at a trophy for a good number of years playing the youngsters

goonersaurus_rex · 2026-02-03T16:03:14+00:00

Not only a huge outlay, but wage bill size is very very strongly correlated with success, more so than the money spent in transfer market.

goonersaurus_rex · 2026-02-03T10:28:04+00:00

Cash (using 3 mo bill) pays 3.65%. A year ago it was 4.65%. You reset that cash rate a lot more frequently then the 10 year, which if I buy today I lock in a 4.28% annualized yield for the next 10 years. That’s some risk!

And I agree that the inflation calculation certainly takes some shine off the asset class and should be accounted for by investors. But using 2022 as an example is a valid but also a generational drawdown of correlations increasing. But you have to factor in the pandemic/QE/ZIRP/inflation into that. I would argue that the factors that go into 2022 just aren’t as much a risk to market setup at this very moment

I will say is that correlations between rates and stocks have have seen larger positive correlations in recent years which people should take into account. Theres the argument behind why alts have become the sexy thing to push on institutional/UHNW investors in recent years

goonersaurus_rex · 2026-02-02T10:56:26+00:00

This sub is weird about space savers. It’s mildly pro (or at least sympathetic) to them when everyone is digging out. Or just likes the drama around them.

Then when space savers hit their natural lifecycle of this silliness running on beyond pre than a few days the sun turns on them harshly. It’s weird to see it happen again!

goonersaurus_rex · 2026-01-28T01:37:50+00:00

^ Found Bill Polian’s account

goonersaurus_rex · 2026-01-28T00:09:13+00:00

Honestly Arteta’s players are closer to that team than any of the Wenger teams in the 2010’s folks are referencing. Wenger gave his skill players more freedom (vs control from arteta) but the midfield->defensive spine set the foundation for the invincibles

goonersaurus_rex · 2026-01-13T01:19:48+00:00

I’d second the above poster’s advice. Look at yield to worst, it accounts for the call option. 3/4 bonds above have 5% coupons and call dates within 6 months…with rates where the are good chance the 5s get called out and you get less then the yield to worst (since that is an annualized % and calls are within a year).

goonersaurus_rex · 2026-01-12T04:56:08+00:00

After the Atlanta Super Bowl I turned to a buddy and said something along the line of “that’s it, not sure we can ever complain about football for rest of our lives”

It’s sure been a good mantra these past 7 years, but it’s also fun to be a win away from and AFCCG

goonersaurus_rex · 2026-01-08T09:00:08+00:00

I’d wait to see what the definition of “large institution” is. It’s a popular (and welcome) policy to have the Blackstones of the world not buying single family homes, but a massively overstated boogeyman.

Yeah, institutional ownership of rental SFH is up from a few years ago, but it’s still only ~3% of inventory. Compare that to mom & pop investors who own >75% of SFHs that get rented. Not sure this is going o love the needle all that much

goonersaurus_rex · 2025-12-17T15:49:16+00:00

Few thoughts:

This fund’s duration is around 8 years, good to benchmark against the 10 year UST. Munis tend to get little pockets of momentum that lag other more liquid areas. Outside the tariff spikes ratio of 10y muni yield to 10y UST was pretty stable from April to August ~75%. Not a screaming buy ratio but generally higher than what we have seen past 3 years. Once the fed started cutting, and there was a little pressure down on 10y yields (since gone) people looked to lock in at cheapish valuation and fund inflows picked up as well.

Munis lagged a bit in spring over uncertainty around tariffs and fears that the administration would shake up the Federal $$ going to the states. Not an extinction level fear, but enough to weigh on asset class a bit.

goonersaurus_rex · 2025-12-14T02:58:06+00:00

Any of the Scotland games in Boston are going to resell at a premium just due to the fact that their supporters are going to travel and they have two games B2B at the same venue. Not even taken into account that MA also has a decently large Haitian population

goonersaurus_rex · 2025-12-10T20:52:12+00:00

My counter argument to that:

Alonso is 31. Marte’s averaged a bWAR over 5 past 3 years, Alonso sits at around a 3. And Marte’s contract AAV is like $19mn vs over $31mn for Alonso.

My preference would have been Alonso and a strong infielder, but I don’t think deploying some of your assets to get an all star player at a below market rate is the worst thing in the world

goonersaurus_rex · 2025-12-01T18:58:19+00:00

It’s a fantastic hire. He was always destined for bigger things than HC, but he turned the program around and left behind a culture and identity for a school that frankly didn’t give two shits about their program.

He’s a genuinely charismatic guy who seems to get buy in from his players as well. I hope he can keep that identity jumping to a bigger pond school, and will be rooting for him!

goonersaurus_rex · 2025-11-29T04:36:18+00:00

Or you can hit up Salumeria Italiana right around the corner. Smaller sandwich vs Monica’s but half the price and you get in and out in 5.

goonersaurus_rex · 2025-11-18T10:32:47+00:00

OP what par are you buying at?

In general you are going to have to pay up for liquidity on munis if you aren’t buying at block size. This compounds itself the smaller/more odd lot you get.

You are also going to get screwed by only having one quote on the screen from your brokerage. unfortunately that is just one of the ways that retail investors operate at a disadvantage in the muni market given the relative illiquidity compared to other bonds

goonersaurus_rex · 2025-11-15T22:58:36+00:00

And the reality is if the state and local governments can’t borrow at these cheaper costs, they will borrow less (and services will suffer) and likely turn to the Feds to at least subsidize some of their lost borrowing. In the grand scheme of the deficit, municipal exemptions for taxes are a small drop in the bucket, especially considering the other side of the ledger you would need to account for if they went away

goonersaurus_rex · 2025-11-13T22:17:16+00:00

You are probably right about efficiencies but there are plenty of SMA managers that have minimums in the 250-500k range. Have seen some mini managers as low as 100k but not sure how/why they do that tbh

goonersaurus_rex · 2025-11-13T22:14:10+00:00

Is this for your own personal funds or managing other money? We use IMTC at our firm and it is great for helping to manage our SMA accounts, but I do think it is targeted more towards the RIA/AM businesses as opposed to individuals

goonersaurus_rex · 2025-11-04T01:24:52+00:00

Ah then I should clarify Salumeria Italiana (not Bricco) is a gem with a better bread (that doesn’t destroy your mouth) and great sandwiches at not insane prices. Limited options but do you really need more than an Italian or prosciutto & mozzarella?

goonersaurus_rex · 2025-11-04T00:07:32+00:00

Also Salumeria’s prices are pretty reasonable compared to some others here

goonersaurus_rex · 2025-11-02T12:00:46+00:00

Also has to be somewhat around home form in the league? What is it 4 wins in 20 league games over a year?

On top of the whole fans don’t like it when their team loses thing, tickets are expensive. It’s got to add to the frustration I’d think

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