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GYERO

I absolutely love that Arkansas won last night. This gives their fans a glimmer of hope that of course will soon be extinguished, but more importantly, it will give Cal the confidence that his way still works (even though it doesn't). He'll keep doubling down and add to his arrogance. I AM HERE FOR IT!
 
In Liam's defense, Trent Baalke is viewed across the league as a PITA to work with. Jacksonville probably could have had Ben Johnson if Khan got off his ass faster to fire him.
 
9hr8ve.jpg
 
No one has to be fat anymore. Just get some compounded ozempic from a shady online pharmacy in Tampa. And then strap a clip of hollow points into your .45.

The world is your oyster.
 
- What ruined the ratings is football fans knowing ND wasn’t going to win and didn’t have a shot.

This will happen more as a misseeded playoff creates lopsided brackets.

- Ive never seen more of a clown show for a jurisdiction than Bullitt County.

First we were dealing with them directly, then commercial project became overwhelming so they outsourced permitting. Now that we received variances to not build sidewalks and landscaping the outsourcing is over and Bullitt County is not on board with variances AND on top of that they are requiring me to make a NEW parking lot even though we technically have an existing parking lot.

- These preemptive layoffs in bourbon just because of tariffs is BS. There is a slow down coming regardless if you believe in Trump, bourbon is going to slow some on top of a normal slow down as that’s already began.

- Looking for a nice lake in North Georgia to spend a week at this summer. Any recs?

- Give me the Bills to win the Super Bowl

- I’m not sure what worse. Shad Khan giving his son an open check book to start a wrestling company, or allowing Coen a 3 year OC in the NFL name his GM to get Coen to agree to coach his football team.

There is wealthy and stupid, and then there is that.

Just wow!
 
Caleb Wilson.... Lol. 1:15am and they're shaqtin a fool on TNT....

We didn't want him anyways.
 
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The bourbon bust can be attributed to:

  • Ross & Squibb falsely cooking the books on over-valuing their barrels (CEO got shitcanned)
  • small craft producer’s juice (ie New Riffs shit is getting awesome) coming of age and cutting into the legacy distiller commodity market…
  • Greed. Wild Turkey tripling retail pricing on LEs is antithetical to their brand.

Additionally, maybe folks are thinking about their health more, rather than sitting in their basement-bar solving Covid-depression by pounding away. 🙋🏻‍♂️

The good stuff’s value hasn’t dropped a penny. The middle ground bourbon now has incredible competition from vast amount of craft distilleries for a product that has strict restrictions on variation.

This was inevitable.

Preemptive Blame Trump? Horseshit.
 
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So you agree with me?

FYI it isn’t just Brown Forman even though they made the news. Most distilleries are about to be laying off and their employees are aware it’s coming.

And yes the reason given is the tariffs.
 
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So you agree with me?

FYI it isn’t just Brown Forman even though they made the news. Most distilleries are about to be laying off and their employees are aware it’s coming.

And yes the reason given is the tariffs.

Unimplemented tariffs is a concern at this point, nothing more. They may play a role in the event MX and CN do not want to play ball, but that is TBD. BF had a very poor year and a 10 yr low on it's stock price, and the rising cost of materials is a direct result of the prior administration. 648 employees out of 5200 is a restructure and something that was needed given how the entire industry has seen lagging sales.
 
Beam, Log Still and 4R employees know layoffs are coming.

You are not wrong about Brown Forman, although outsourcing their cooperage was all that was in the news even though 100s of others were laid off.
 

So they are $12 million short? With all the covid $$$ that was thrown to education, tax increases, etc and they still don’t have enough money? I think it’s time for an audit,
 
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When we were in college, our fraternity brother would sell us custom, personalized bottles of Old Rip for $25. We could have ordered as many as we like. Or, your could just go to Liquor Barn and buy it off the shelf.

The going rate in the secondary market for ORVW these days is, what? $1000? More?

Pretty easy to see how that isn’t sustainable.

[blah, blah, insert political banter, blah, blah]
 
So you agree with me?

FYI it isn’t just Brown Forman even though they made the news. Most distilleries are about to be laying off and their employees are aware it’s coming.

And yes the reason given is the tariffs.
Correct. Agreed.

MGP (flooded the market) was selling their barrels at a much lower rate to brokers then they were directly selling out of their warehouse. It wasn’t adding up. These guys supply about every blended bottle sold.

Now you got craft guys, that are not legacy, like BBC/Green River, New Riff, Still Austin, Sagamore… that are pumping out product that is really good.

The middle tier bourbon & rye product has so much competition that the sale value has plummeted.

Buffalo Trace / Sazerac doubled their capacity and are pumping out liquid. They can’t hide behind Elmer T Lee & Blanton’s anymore as a ‘rare’ product… low age and low ABV. GFY. So, they are inventing rare releases like W18, and those .375s of antique LEs that are hot garbage.

People can blame Trump for a lot of things, but the bourbon bust was coming for a long time as you say. The thing is the long game.

Barrel Proof, high aged, well-balanced juice will always demand a premium.
 
I have heard that the bourbon fad was “unsustainable” for damn near a decade now.

Well there are several reasons for that:

1) Production scale: Making Bourbon is a repeatable process consisting of ingredients like corn and water, meaning scarcity is not really an issue. There is no way in the long term many different kinds of Bourbon were going to sell for $1K in the secondary market.

2) Taste variations between great and good Bourbon: If you recall, Brandon Priest was caught selling counterfeit Bourbon not because of the taste of what he was reselling, but because insiders couldn't believe that he could get basically anything you wanted. So if you're not drinking it just to show off to your buddies, you're going to find lower cost options that are basically just as good as the higher cost ones.

3) Substitution: For the "I'm showing off to my buddies" crowd, to stay ahead of the curve you can either continue to try to find rarer and rarer Bourbons or you can zag and move into Scotches, Tequilas and Rums. And this is what I've noticed a lot of my buddies who were big into the Bourbon craze are doing.
 
I'll say this. At least Bourbon is a real product that you can enjoy regardless of the market price. The clowns holding the bag on crypto are screwed.
 
I can’t wait for the day that crypto just completely implodes. Unfortunately, the big players are spending HUGE in the political arena. Somehow it was just kinda brushed aside that the President and First Lady launched their own meme coin on the day of the inauguration. So did that black preacher. Hawk Tuah girl has her own coin. I mean, wtf?

It is *literally* a Ponzi scheme.
 
Checks Bitcoin, yep it’s up to 100K + and up $1700 today so far.

What are you talking about Wayne?
 
I can’t wait for the day that crypto just completely implodes. Unfortunately, the big players are spending HUGE in the political arena. Somehow it was just kinda brushed aside that the President and First Lady launched their own meme coin on the day of the inauguration. So did that black preacher. Hawk Tuah girl has her own coin. I mean, wtf?

It is *literally* a Ponzi scheme.
Crypto is going to be deemed “too big to fail” because of the political capital.

So it’ll be propped up by government security. But somehow an alternative currency? Now my head hurts. Money isn’t real.
 
Class? Not exactly.

My degrees are in Accounting and In Finance.

So

MGPi in 6 months $79–>$36

BTC in 6 months $62K—>107K


I’m clearly no genius but you implied they are screwed.
 
A certain President used to be anti crypto, but received huge backing from that industry recently. Now, he’s not only pro crypto, but launching his own crypto coin, and talking about setting up a strategic crypto reserve (backing the industry with the full faith and credit of the US government).

So yeah. If the US government is fully behind it, I guess it’s foolish of any of us to be against it.

The government is for sale, and it’s really not that expensive. Sigh.
 
Class? Not exactly.

My degrees are in Accounting and In Finance.

So

MGPi in 6 months $79–>$36

BTC in 6 months $62K—>107K


I’m clearly no genius but you implied they are screwed.
How the f did you major in finance without taking any classes on banking? Did you go to some moron school like Western?
 
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