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Debt

John Deere fought the right to repair for years and finally was forced to start allowing access to their IP. Maybe too little, too late. They're hurting as a result of ag and construction looking elsewhere for equipment, coupled with higher interest rates and customers who are dealing with horrible market conditions. They've been laying off white and blue collar workers all summer and just announced they were idling lines that produced hay and forage equipment.



You need a free acount for the link, but here's the copy pasta of the summary

Summary​

  • John Deere's revenue and profits surged in recent years due to a number of tailwinds.
  • Falling commodity prices, high customer debt levels, and geopolitical uncertainty are likely to impact demand for machinery going forward.
  • While Deere's margins have held up fairly well so far, declining revenue and pricing pressure could soon change this.
  • Deere's valuation may appear reasonable, but this requires the company to maintain revenue and margins far above historical levels.
@snarlcakes could solve John Deere's problems pretty easily.

One Thing Ignored By ESPN Clowns

I actually think that what he said made some sense if the only goal was to be in the CFP. Living in the real world, Cig and Roarke would never do this but it's not a completely ridiculous hypothetical.
I think it was more of a comment about FSU losing their QB last year and getting left out which is a bit unfair. I think he was just trying to highlight how ridiculous the committee has been and probably will be moving forward. It’s theatre designed to keep everyone on the edge of their seats and if it hurts teams that should be in so be it.

Sec of Education - Holy Moly

Also, Germany is one of the countries ranked above us. Public education in Germany is pretty much entirely remanded to their 16 city-states and area states. I don’t think their federal government plays much, if any, role in these things you’ve mentioned.
I think this issue is much more complicated than just thinking local=good, centralized=bad when it comes to education. Re Germany, I'm not sure any of us have enough knowledge of the German system to be able to say it's a more localized system than the US's. But even if so, that doesn't support your notion that the best unit of govt to handle education is a localized district like a school board.


And the UK has a national system and they have 68 million people. Much bigger than any US state. And they're doing better than the US on that scale.

Of course, the averages here might hide a lot of what is causing this and what is salient. The fact is, we don't have the same demographics as those other countries, the same wealth disparities, social welfare opportunities, etc.

I don't think it's a matter of local v. centralized on many education issues: it's a matter of picking the right curriculum, focusing on educational methods as opposed to idealogy, and tracking kids appropriately. An example: the SAT and the AP courses are nationalized evaluation methods, and the AP courses have created a nationwide standard curriculum for US high school students with a lot of rigor. I think they're also highly successful.

A consideration: if you are in a locality with a good school system, you have a tendency to believe it must be due to local decisionmaking, and so that should be the way. If you are in a locality with a poor school system, you might think much differently.
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Marquette throttled Purdue

Pretty much the blueprint on how to beat Purdue. Assuming Woody won't adjust the line-up or the rotations we're better at almost every position accept point and Rice isn't far behind Smith IMHO. We have line-ups that can be really good at guarding the perimeter we just don't see them often enough.
Rice is at least as good as the Dribbler.

PFF Grades Summary v. Michigan

I saw some comments on social media from Michigan faithful lamenting how poor their OL is and the lack of talent throughout.

I didn’t respond to remind them:

LT -Myles Hinton 5th year 5 star SR transfer from Stanford. 6.1 Rivals guy and #25 overall in the 2020 class

LG - Josh Priebe GR transfer from Northwestern 5.7 Rivals offered by over 8 Big Ten schools coming out of high school including Michigan and OSU.

C - Greg Crippen JR 4 star kid out of Florida 5.9 Rivals rating. #164 player in the 2021 class. Offers from Michigan, OSU and Alabama.

RG - Giovanni El-Hadi JR 4 star Rivals 5.9 rated. #92 player in the country and 4th player in state of Michigan in 2021 class.

RT - Evan Link SO 4 star Rivals 5.8 #3 in state of Maryland in the 2023 class.

I mean, yeah….no talent at all on that OL.
Their OL coach Frye has done a very good job and several wanted IU to hire him instead of Bostad.
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Tariffs

I feel like people will be “okay” with stupid consumer products going up but groceries forget it. That won’t fly
What are stupid consumer products? It’s not all Walmart junk. It’s big box home improvement stores. It’s electronics. It’s cars.

Think about cars. Average price is $50k now. Through in a big ole tariff on all those Japanese and Korean cars. People will go nuts.

A reason for Covid vaccine skepticism?

I dont understand why it was and is so still important to force a vaccine that was rushed together on someone when they can still pass the cooties with said vaccine? My body my choice? Old but still.
It was two things:

An enrichment scheme for Big Pharma', 'Big Medicine ', and a universe of Family Practitioners.
A literal firehose of cash (borrowed) from the Leviathan.

A test to see just how many propagandized people could be shamed, cajoled and threatened into shooting experimental genetic altering substances into their bodies.

Tariffs

I watched buy now on Netflix last night. Basically talked about how consumption’s out of control. Electronic goods like laptops and phones are intentionally sealed so they can’t be repaired etc. intentional obsolescence. the mountains of apparel we buy. I see it with my daughter literally. Just a few months ago she had a shirt in the trash. I said why did you throw that away. She goes eh it frayed. I wore it twice. That was enough. I go what?! She goes dad. It was $11.

It was a Shein special. That’s how an entire massive co is viewed. Throw away apparel. If gap has 12,000 new pieces a year Shein has 1.2 million. Companies who produce shit like that, fashion, cheap light manufacturing, won’t come back here they’ll go to countries outside of China. Steve Madden is already doing it.

85 percent of the shit at Walmart is made in China. If prices go up maybe we’ll consume less. Climate zealots will appreciate that

But yes there will be sticker shock. Presumably revenue raised from that, gov slashing, etc will reduce our tax burden keeping more money in our pockets right? Bc if prices are just going to go up , again, and there’s no offset voters won’t tolerate that. Pubs will be gone
Here’s the political problem with that. The average American will walk into stores weekly and feel the increased prices because of the tariffs each time they hit the register. When will they see a personal benefit for greater government efficiency and lower taxes? Which are both by the way theoretical while the increased prices are a certainty.

Living in Columbus, Oh

I would personally take 315 to Ackerman. You won’t be on Ackerman very long. To your left will be gameday parking. It’s a walk but it’s very easy to leave. You’ll walk past all of OSU’s sports facilities. When you get to the Schott, that will be Lane Ave. Bars and restaurants will be there. Gameday is usually set up outside French Fieldhouse. So when you’re on Lane, you’ll see the Riverwatch Ozone 97.1 the fan tailgate (beer trucks, bands etc) head directly south and you’ll run into French Fieldhouse and St, John arena. Big Noon will be set up on the south side of Ohio Stadium. (The open end).

If you have time to walk around St John Arena, do it! You can feel the history. Such a cool building.
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