On Street 32 Yrs, Sell Side (I.I. ranked 6 yrs) & Buy Side, 7 Yrs @ Global Macro Shops, Brobdingnagian BASE trade marked, Charts = Life, baseball, too - J Roque

Joined January 2019
826 Photos and videos
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The '62 Impala is still around, but this is a new logo...
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Port Chester, NY - wonderful!
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Baseball’s the best
Paul Skenes was driving down Perry Highway in Wexford just past seven o’clock Monday night when the Pirates superstar pitcher made a pit stop. It was a Little League field. Skenes signed autographs for over two hours, connecting with Pittsburgh's next generation. For @MLB ⤵️
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WVU walks it off & has the entire stadium singing Country Roads Chills
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Baseball’s the best. Look at those resplendent ChiSox uniforms. And Wotta day for Lamar Johnson — 1977 was a good year for him.
Back when Chicago was great. The White Sox Lamar Johnson sings the National Anthem hits 2 home runs and gets the Sox only three hits in the game beating the A's 2-1 on June 19, 1977. On another note, let's make Illinois great again and flip it red.
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Baseball’s the best

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If you look closely you’ll see the older gentleman with a green fedora is none other than Smokey Joe Wood! He’s sitting next to Roger Angell who wrote on baseball for The New Yorker. This is a fantastic piece of baseball history. Thank you.

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Hi Vic - thanks for the kind words. I think Posada was super. The Yanks have missed him since he retired. I think if he had 2000 career hits he’d be in the HOF.
Replying to @daChartLife
@daChartLife what are your thoughts John. Btw u were great on George’s call
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Where have you gone, Jackie Robinson?
Pete Crow-Armstrong to the Chicago White Sox fan: “suck my f**kin d**k b**ch”
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Beautiful comments. Thanks @Jimfrombaseball Felipe spent a little time with the Yanks at the end of his career. Very good hitter. Thank you.
"I think that trading Felipe Alou was one of the biggest mistakes the Giants ever made." Juan Marichal. "Felipe Alou is the kind of man you hope your kid will grow up to be." Gene Oliver. In 1966, Felipe Alou would lead National League in Hits (218) and Runs Scored (122). He would also set personal bests with 31 home runs, hit .327 and a .533 slugging average. Fifth place finish in MVP voting. In 1968, led National League in Hits with 210. "My father never came to the States to see me play. Only time he was off the island was when I took him to Caracas for interleague play . My Dad flew home the 2nd day because he was afraid three or four cows he'd left with a neighbor, weren't being tended properly." Felipe Rojas Alou. Their family name in the Dominican Republic is Rojas, but Felipe Alou and his brothers became known by the name “Alou”, when the Giants’ scout who signed Felipe, mixed up his name with Felipe’s maternal side family name. "I love Felipe Alou. Felipe is a treasure in my country, in the game of baseball, and, most important, in my heart. Felipe paved the way. For those of us who followed him from our small island to the big leagues, Felipe was the light at the end of the tunnel.’" "El Grande" In my HOF!!!!
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Yo, Charts —
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Hi Thierry - I'm talking about it. Right there with you. Thanks a lot for this.
WHAT IF the biggest bubble of our lifetime isn't crypto? Not AI stocks. Not real estate. What if it's the one asset every pension fund, every retiree, every "safe" portfolio is loaded with? Bonds. 200 years of rate cycles say the same thing: Every peak lasts 56–67 years. The 1981 top was 14% yields. The 2020 bottom was 0%. 39 years of falling rates just ended. What if we're now at the start of the next 50-year cycle — upward? Most investors have never managed money in a rising rate world. Their entire career happened inside the bull. The unwind has barely started. And no one is talking about it.
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Baseball’s the best
Here’s an awesome video of a bunch of kids from New York City sharing their thoughts on the New York Yankees releasing The Great Bambino, Babe Ruth. Crazy to think these lads are like 8-12 years old and they probably could kick my ass without breaking a sweat. The year is 1935x.
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The Phillies made a hype video for their ballboy and it is the greatest thing ever 👏
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“…Weak men make hard times.” (G Michael Hopf)
“But the curse of every ancient civilization was that its men in the end became unable to fight. Materialism, luxury, safety, even sometimes an almost modern sentimentality, weakened the fibre of each civilized race in turn; each became in the end a nation of pacifists, and then each was trodden under foot by some ruder people that had kept that virile fighting power the lack of which makes all other virtues useless and sometimes even harmful.” -Teddy Roosevelt
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Chuck - thanks for sharing this very helpful information. Like listening to the Earl of Baltimore talk about platooning John Lowenstein and Gary Roenicke.
Replying to @RPKent
Was fortunate that when I picked up financials in '05, Hall of Famer Gerard Cassidy at RBC schooled me on the old heads' bank valuation framework: - in normal times they trade on p/b - in a bull mkt they trade on P/E - in a bear mkt on p/tangible book - and in a crisis, they trade on capital ratios First of all, dead right. second, a bear mkt I asked? we already had dot-bomb and 9/11...and 3rd, a crisis? what was he talking about. His playbook was exactly how banks rotated before and since and saved me arse many times. Anyway, is there a comparable valuation framework for SaaS stocks today? Back in '03 I recall small cap software trading <cash and <1x maint rev. (they were mostly unprofitable at the time but unlevered)
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We are simpatico here
Replying to @daChartLife
Sure, you need to be aware of outliers. There aren't 30 financial crisis' we can study (thankfully). But you can find price to tell you whatever you want if you look at a handful of examples.
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Not admissible in stats class, but might be important in portfolio management class.
Replying to @alpha_pls
Tough to make a conclusion with a sample size of 4
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Thanks @KevG163 - thanks for the memories. Van Pelt was very underrated. And he was an outstanding school boy athlete. Happy Easter.
Heaven Birthday, Brad Van Pelt🕯️ A two-time All-American and Maxwell Award-winning safety out of Michigan State, Brad developed into one of the NFL's top outside linebackers with the #Giants in the 1970s and early-'80s. • 5 Pro Bowls • 3x First-Team All-NFC • #NYGiants Ring of Honor • Voted 28th Greatest Giant He had two strong seasons with the #Raiders towards the end of his career.
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Baseball’s the best
Great to see Roger the Peanut Guy back at the Ravine. Back for his 68th season with the Dodgers.
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