Archive for February, 2024
Time, Time, Time, is on Israel’s side…yes it is
Wednesday, February 21st, 2024In praise of Warren Buffett
Thursday, February 15th, 2024“I Don’t Believe In Imposing My Views on 370,000 Employees And A Million Shareholders. I’m Not Their Nanny.”
— Warren Buffett
Politically, Mr. Buffett happens to be a Democrat. He believes taxes are too low and has pushed for higher taxes. I disagree with him. Yet what matters is that he keeps his personal politics out of his investing.
There is nobody on this earth better at picking a stock than Buffett. He believes in real companies with real products and services that produce real earnings.
He refused to take part in the internet tech boom of the 1990s. He was vindicated when the boom went bust in the brutal bear market of 2000-2002.
Mr. Buffett refuses to put money into Bitcoin. In his words, cryptocurrency “doesn’t do anything.” There’s nothing there.
Yes, Buffett has missed out on some spectacular gains. Yet he is an investor, not a speculator or gambler. He likes value stocks. He invests in solid companies with strong management that are undervalued and have long term growth potential.
Many companies have been letting politics interfere with investing goals. Some companies have even mandated that politics be considered a key investing goal. This has several names, from “Woke investing” to “socially responsible investing.”
Buffett absolutely believes in social responsibility in his personal life. He has vowed to donate the vast majority of his wealth to charity before and after his death. He has even cajoled many other billionaires into signing a pledge to do the same.
Yet Buffett separates his personal life from his job as a CEO. The evidence is overwhelming that his approach has succeeded. Berkshire Hathaway stock just hit an all time high.
What Buffett does with his personal fortune is none of my business. As a shareholder in his company, what he does with company money is absolutely my business. He is a great CEO because he understands this.
The greatest investor in the history of investing believes all politics should be removed from businesses. He is 100% right.
The Oracle of Omaha gets it. Long Live Warren Buffett.
eric
Super Bowl LVIII (58) Recap
Monday, February 12th, 2024Super Bowl LVIII (58) Recap
AFC Kansas City Chiefs vs NFC San Francisco 49ers (-2) at 6:30pm Eastern on CBS. The game was played at Allegiant Stadium in Las Vegas.
These teams met 4 years ago in the Super Bowl. The 49ers led 20-10 with 10 minutes left in the game. Then the Chiefs exploded for 21 4th quarter points for a 31-20 win. It was the first Super Bowl win for the Chiefs in 50 years. It was the first Super Bowl win for Andy Reid, who finally got upgraded from Walrus Lite to full Walrus status. The Chiefs won it again last year. Patrick Mahomes was there for both wins. The Chiefs were in the Super Bowl for the 4th time in 5 years. With a 3rd win in 5 years, the Chiefs would officially be a dynasty.
The 49ers last won the Super Bowl nearly 30 years ago. A win would give them 6, tying them with New England and Pittsburgh for most overall Super Bowl wins. The 49ers were a feel good story led by Mr. Irrelevant Brock Purdy. In his rookie season, he took the 49ers to the NFC Title Game but then suffered an injury in a loss. In his sophomore season, he got the 49ers to the big game. Yet one storyline was 49ers head coach Kyle Shanahan.
Shanahan has blown 2 double digit fourth quarter leads in 2 different Super Bowls with 2 different teams.
He was the offensive coordinator for the 2016 Falcons, who led 28-3 and lost he was the head coach of the 2019 49ers, who led the Chiefs 20-10 with 10 minutes left in regulation and lost. The reasons are the same. You don’t close out games with West Coast Offense dinking and dunking.
Kyle Shanahan needed to figure out what Andy Reid finally figured out in 2019. When you have a lead in the fourth quarter, no matter how great your passing game, you RUN THE D@MN BALL. You run it again and again and again and again and again. If they stop it on one play, you run it again.
Peyton Manning was one of the greatest passers of all time. He finally won it all in 2006 because the Colts ran the ball. Shanahan’s father Mike Shanahan has 2 Super Bowl rings because he figured it out. John Elway was a quarterbackgor the shes, but he didn’t get a ring until Terrell Davis ran the ball at opposing defenses. With a fourth quarter lead, you must run the football. Kyle Shanahan should have 2 rings already. Yet Reid does because Reid figured it out. This game would see if Shanahan had.
The Chiefs won the coin toss and surprisingly made the decision to defer. Teams now like to double up at the end of the first half and the beginning of the second half, but with Mahomes, it makes sense to put him on the field first. Nevertheless, the 49ers got the ball first. After an opening touchback, The 49ers easily moved to a 1st and 10 at the Kansas City 29. Christian McCaffrey got the carry and fumbled he ball away. This game was for long stretches dominated by the defenses. The first quarter was scoreless.
Late in the first quarter the 49ers moved from their own 17 to a 1st and 10 at the Kansas City 33. Then a run was blown up for a 4 yard loss to end the period. The second quarter began with Purdy throwing incomplete. Jake Moody came in for a 55 yard field goal try. At that moment, 54 yards was the longest field goal in Super Bowl history. Moody’s kick was good. He kicked himself into the NFL record books and the 49ers into a 3-0 lead with the first score of the game. After a touchback, a perfect bomb from Mahomes to Mecole Hardman went for 52 yards and set up 1st and goal at the 9. Yet on the next play Isaiah Pacheco fumbled and the 49ers recovered.
Midway through the second quarter, the 49ers took over at their own 33. Purdy went to Deebo Samuel for 12 and McCaffrey for 6. McCaffrey then ran for 5 and Mitchell added 7. On the next play, defensive unnecessary roughness on Sneed gave the 49ers 15 more yards. Kyle Shanahan then went to his bag of tricks. Purdy fired a lateral to Jauan Jennings. Jennings then threw the halfback option pass to McCaffrey for a 21 yard touchdown. The game’s first touchdown had the 49ers up 10-0 with 4 1/2 minutes left in the half. For the 3rd time, Shanahan had a double digit lead in the Super Bowl. The question would be if he would play power football and run the ball late in the game or if he would keep trying to dink and dunk his way to a victory.
After a touchback, the Chiefs moved a little bit and suffered a false start at the 2 minute warning. They faced 3rd and 9 at their own 40. Mahomes went to Juju Watson for 21. With 30 seconds left in the half, the Chiefs faced 3rd and 5 at the San Francisco 9. Mahomes looked forever but ended up getting taken down for a one yard loss. Harrison Butker hit a 28 yard field goal as the Chiefs only trailed 10-3 at the half. Since pop stars and TikTok stars who date or marry the players have nothing to do with football, their appearance at the game merits no further discussion. The halftime show happened, concluding all necessary discussion of Super Bowl events not directly related to football. Back to football.
After a third quarter touchback, the Chiefs were expected to make adjustments. Instead disaster struck immediately. On the first play from scrimmage, a simple pitchout to Pacheco was fumbled, resulting in a 12 yard loss. On 3rd and 12, Mahomes threw an ill-advised pass into double coverage that was intercepted by Brown. The 49ers had a short field at the Kansas City 44. One first down would mean long field goal range. All Kyle Shanahan had to do was run the ball and get back to a 2 score game. Instead he kept dinking and dunking. Purdy threw a pair of incompletions sandwiched around a false tart as the 49ers wasted the opportunity. A great punt pinned the Chiefs at their own 2 yard line. Both defenses dug in.
The Chiefs got it back again at their own 14. They moved to a 4th and 6 at the San Francisco 39. Butker came in for a 57 yard field goal try. The second quarter started with Moody entering the record books. With 5 minutes left in the third quarter, Butker knocked Moody out of the top spot. Butker was good from 57. Both kickers had hit from at least 55 yards, another new NFL record. The Chiefs only trailed 10-6. A key play in the game happened when the Chiefs punted on 4th and 2 from their own 35. The 49ers fumbled the punt and the Chiefs recovered with gift field position at the San Francisco 16. One play and 4 seconds later, the Chiefs had their first lead of the game. Mahomes fired to Marques Valdes-Scantling for a 21 yard touchdown. 13 unanswered points had the Chiefs up 13-10 with 2 1/2 minutes left in the third quarter.
After a touchback, the 49ers soon faced 3rd and 5 at their own 30. Purdy went to Jennings for 17 and Deebo Samuel for 9. The fourth quarter began with the 49ers facing 1st and 10 at the Kansas City 42. Purdy went to Brandon Aiyuk for 20. On 3rd and 2 from the Kansas City 14, a run by McCaffrey lost a yard. A simple 32 yard field goal try by Moody would tie the game 13-13. Yet Kyle Shanahan made the insane decision to go for it. With the game on the line and most of the entire fourth quarter to play, kicking the field goal seemed like absolutely the right move. One week earlier, the 49ers won the NFC Title Game because Detroit kept gambling on 4th down tries in field goal range and losing. Yet Shanahan’s gamble paid off as Purdy found George Kittle in the flat for a tough 4 yard gain. Purdy then went to Jennings for a 10 yard touchdown. With 11 1/2 minutes left in regulation, the 12 play, 75 yard, 6 minute drive had the 49ers up 16-13. Yet a big special teams play happened when the Chiefs blocked Moody’s extra point try.
After a touchback, the Chiefs moved 69 yards in 12 plays and 5 1/2 minutes. Yet on 2nd and goal at the 3, this time it was Walrus Andy Reid’s turn to get too pass happy rater than just run the ball. Mahomes threw incomplete and then was sacked. Butker hit from 24 to tie the game 16-16 with 5:46 to play. After a touchback, Purdy quickly went to Jennings for 23 yards. With 2:45 to play, the 49ers had 2nd and 5 at the Kansas City 35. The running game was working. More runs could take the clock all the way down and deny Mahomes another chance with the ball. Yet Kyle Shanahan will not close out games with runs. It is just not his way. Purdy completed a pass to Kittle for no gain as the clock clicked down to the 2 minute warning. On 3rd and 5, Purdy threw incomplete. Now Moody needed to make a 53 yard field goal try. Moody was good. He was back in the NFL record books by being the first kicker in a Super Bowl to hit two field goals of over 50 yards. More importantly, the 49ers led 19-16 with 1:53 left on the clock. Unfortunately for the 49ers, that was a lifetime for Mahomes.
After a touchback, Mahomes led the Chiefs to a 3rd and 2 at the San Francisco 43. Mahomes went to Jerock McKinnon for 7. With 16 seconds left, the Chiefs faced 3rd and 7 at the San Francisco 33. Mahomes found Travis Kelce near the sideline, and Kelce ripped off a 22 yard gain. The Chiefs had 1st and 10 at the San Francisco 11. Only 10 seconds remained in regulation. There was time for one, maybe two more plays. Mahomes fired incomplete, leaving 6 seconds. With even one more second, trying another play might be justified. Yet with 6 seconds and the entire game and season on the line, Walrus Andy Reid was not taking any chances. Butker needed only to hit from 29 yards out. A miss would put him in football infamy along with Ray Finkle, who was actually Lois Einhorn. Butker was good. The game was tied 19-19. For only the second time in NFL history, the Super Bowl was headed to overtime. The only other time was 2016, when the losing defensive coordinator was Kyle Shanahan.
In the 2016 loss, Shanahan’s team never saw the ball. New England scored a touchdown and the game was over. Yet A couple of years ago the NFL overtime rules were changed again. Each team would get the ball at least once no matter what. The 49ers won the overtime coin toss and were not going to defer. After a touchback, The 49ers soon faced 3rd and 13 at their own 22. Purdy threw incomplete, but defensive holding gifted the 49ers a new set of downs. On 3rd and 2 from their own 35, Purdy hit Aiyuk for 11. From midfield, Purdy went to McCaffrey for 24. On 2nd and 2 from the Kansas City 18, a ru gained 4 yards but offensive holding wiped out the gain. The 49ers held the ball for 7 1/2 minutes in overtime, moving 68 yards in 12 plays. Yet on 2nd and 4 from the Kansas City 9, McCaffrey was stopped for no gain. On 3rd and 4, Purdy threw incomplete. Moody hit the 27 yard field goal. The 49ers led 22-19. Yet the Chiefs would get a chance with the ball. 4 years ago, the 49ers defense wilted when it mattered most against Mahomes. Now was their chance for redemption.
After a touchback, the Chiefs faced 3rd and 1 from their own 34. Pacheco got the carry and got stopped cold for no gain. With 6 minutes left in overtime, the 49ers were one defensive stop from being World champions. The Chiefs needed one yard to keep alive their season. After calling a timeout, the Chiefs surprisingly were in shotgun formation. This seemed nuts. Even pass happy Walrus Andy Reid with a great quarterback in Mahomes was not going to risk a pass in this situation. Would he? Mahomes kept the ball and found a lane for an 8 yard gain. The Chiefs were still alive. On 3rd and 6 from their own 46, Mahomes went to Rice for 13. On 3rd and 1 from the San Francisco 32, Mahomes was again in the shotgun. Again, Mahomes kept the ball himself and gained 19 yards. Pacheco gained 3 and Mahomes hit Kelce for 7, but the clock was winding down. For some reason Reid was not calling a timeout.
Yet this time, Big Red Walrus Andy Reid understood what many fans did not. letting the clock tick down to triple zeroes would not end the game. The overtime was treated like the first half, the first of to quarters. If a team held the ball at the gun, the game would just go to a double overtime until the drive finished. There was no pressure to score immediately. With 10 seconds left in overtime, no matter what, the Chiefs would have 3 opportunities if they held on to the ball. They would not need them. On 1st and goal at the 3, Mahomes hit Hardman for the touchdown. With 3 seconds left in overtime, the Super Bowl was over.
The 49ers had lost to the Chiefs for the second time in five years in heartbreaking fashion. For the third time, Kyle Shanahan oversaw his team blow a double digit lead int he Super Bowl. All 3 ties, his stubborn refusal to run the ball in running situations harmed his team. Yet it is not his fault that the opposing team has a bionic Buck Rodgers creature at quarterback.
The Chiefs under Walrus Andy Reid and Mahomes had become the first team in nearly 2 decades to win back to back Super Bowls. Next year they will try to become the very first team in the Super Bowl era to win 3 straight Super Bowls. Mahomes was the Super Bowl MVP for the third time in his career. The Chiefs won their 3rd Super Bowl in 5 years. They were now officially a dynasty, making Andy Reid a most happy Walrus indeed. 25-22 Chiefs, OT
The 2023 NFL season is now in the books.
3 months until the 2024 NFL Draft.
eric
Super Bowl advice for both coaches
Sunday, February 11th, 2024Kyle Shanahan has blown 2 double digit fourth quarter leads in 2 different Super Bowls with 2 different teams.
He was the offensive coordinator for the 2016 Falcons, who led 28-3 and lost he was the head coach of the 2019 49ers, who led the Chiefs 20-10 with 10 minutes left in regulation and lost.
The reasons are the same. You don’t close out games with West Coast Offense dinking and dunking.
Kyle Shanahan will figure out what Andy Reid finally figured out in 2019. When you have a lead in the fourth quarter, no matter how great your passing game, you RUN THE D@MN BALL.
You run it again and again and again and again and again. If they stop it on one play, you run it again.
Peyton Manning was one of the greatest passers of all time. He finally won it all in 2006 because the Colts ran the ball.
Shanahan’s father Mike Shanahan has 2 Super Bowl rings because he figured it out. John Elway was a quarterbackgor the shes, but he didn’t get a ring until Terrell Davis ran the ball at opposing defenses.
Kyle Shanahan should have 2 rings already. Yet Reid does because Reid figured it out. Let’s see if Shanahan has.
With a fourth quarter lead, you must run the football.
eric TYGRRRR EXPRESS
What Jews (and all of us) can learn from the Super Bowl
Sunday, February 11th, 2024This offering by Rabbi Sholom Rodal of Chabad Mount Olympus was so brilliant that I felt it deserved sharing.
eric
Weekly Inspiration
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Pro Football Hall of Fame 2024 Enshrinement Class Recap
Friday, February 9th, 20242024 Pro Football Hall of Fame Recap
Normally I would offer Pro Football Hall of Fame predictions. The enshrines used to be announced the Saturday before the Super Bowl. Yet nowadays, the NFL honors program the Thursday before the Super Bowl reveals the winners.
So let’s just look at who was chosen and who got left out that should have been enshrined.
Andre Johnson, Houston Texans wide receiver — He should have been a first ballot Hall of Famer. He was delayed one year but deservedly got in.
Devon Hester, Chicago Bears return man — This should never have been question last year, but Hester was also denied in his first year of eligibility. He is the greatest return man in the history of the game. He changed the game. Opposing teams feared him. He absolutely had to get in and did.
Dwight Freeney, Indianapolis Colts defensive end — He is yet another guy denied eligibility last year on the first ballot. He was a key cog in helping the Colts finally get over the hump in 2006. He deserved to get in and he did.
Julius Peppers, Carolina Panthers defensive end. He retired as the fourth highest sack leader of all time. He made nine Pro Bowls and was an all decade winner in the 2000s and the 2010s. He of course got in on the first ballot.
Patrick Willis, San Francisco 49ers linebacker — He only played seven seasons. As great as he was, the entire 49ers defense when he played was great. He should have waited longer. Other more deserving nominees did not get in before him that should have.
Randy Gradishar, Denver Broncos linebacker — The Denver Broncos linebacker made seven Pro Bowls, but the Broncos defense only got them to one Super Bowl in 1977, which they lost. Senior nominees usually get in, but this one should have been a closer call than others.
Steve McMichael, Chicago Bears defensive lineman — Again, most Senior nominees are rubber stamped. Again, this one is debatable. He was on the 1985 Bears, but was he really on the same level as Richard Dent, Mike Singletary or Dan Hampton? He is waging a brutal battle against ALS, but that should play zero role in whether or not he gets enshrined. This should not have been a guarantee.
Eric Allen, Philadelphia Eagles cornerback — Allen was sensational with the eagles, and still played at a high level with the New Orleans Saints and Oakland Raiders. He was a true ball hawk who should not have been denied.
Antonio Gates, San Diego Chargers tight ends — He has been unfairly denied for playing on a team that never reached the Super Bowl. For much of his career, he was the best tight end in the game. This was his first year of eligibility, and should get in next year.
Rodney Harrison, New England Patriots safety — It is ridiculous that one of the hardest hitting safeties in the game is not enshrined already. He did more than win three Super Bowls in the first leg of the Patriots dynasty. He anchored the defense. Remember, Tom Brady carried some of the teams in the later years. In the early years, especially the 2001 season, Brady was a game manager. Defense led the team and shocked the Greatest Show on Turf St. Louis Rams. Harrison needs to get in soon.
Jared Allen, Minnesota Vikings defensive end — He has been a finalist in all four years of eligibility and keeps getting denied. He was also great with the Kansas City Chiefs. Not reaching a Super Bowl may have delayed his enshrinement, but he does deserve to get in at some point. This year there were just guys who were slightly more deserving for enshrinement right now.
Fred Taylor, Jacksonville Jaguars running back — Old reliable may get unfairly downgraded for playing in the MFL’s smallest market. Yet he also never got to a Super Bowl. He was a steady workhorse who was more substance than excitement and style. Can the story of the NFL be told without him? Probably. He should get in at some point, but more crucial nominees essential to the story of football are ahead of him.
eric
Super Bowl LVIII (58) Prequel
Tuesday, February 6th, 2024Super Bowl LVIII (58) Prequel
AFC Kansas City Chiefs vs NFC San Francisco 49ers (-2) at 6:30pm Eastern on CBS.
These teams met 4 years ago in Super Bowl LIV (54). In that game the 49ers led 20-10 in the fourth quarter before the Chiefs exploded and won 31-20.
Many of the same players on both teams are still around. The main difference is that the 49ers now have Mr. Irrelevant Brock Purdy. Last year Purdy led the 49ers to the NFC Title Game. Purdy was injured in the game and the 49ers lost badly. The Chiefs are the defending Super Bowl champions. They are looking to be the first team in 20 years to win back to back Super Bowls. The Chiefs are playing in their fourth Super Bowl in the last five years. They are looking to win their third Super Bowl in five years and officially establish a dynasty.
Coaches Walrus Andy Reid and Kyle Shanahan are both West Coast Offense disciples from the Bill Walsh coaching tree. Shanahan is the son of Mike Shanahan, who won consecutive Super Bowls 25 years ago in Denver. Although Reid and the younger Shanahan are both pass-happy, Reid finally won a pair of Super Bowls after being willing to run the ball to close out games. Shanahan has blown two fourth quarter double digit Super Bowl leads by stubbornly refusing to run the ball.
In addition to Purdy, the 49ers have Deebo Samuel, Christian McCaffrey, George Kittle and Kyle Juszczyk. The Chiefs have a 25th Century Buck Rodgers bionic man at quarterback in Patrick Mahomes. Mahomes also has plenty of weapons including Travis Kelce.
These teams took different paths to get to the big game. The 49ers for most of the year appeared to be the most complete team in the NFL. They have a nasty defense along with their offensive weapons. They suffered a three game losing streak midseason and an embarrassing home loss late in the year against Baltimore. Yet they won everything else. The 49ers barely survived their playoff run despite being at home in both games. They were outplayed for most of the game against a Green Bay team that barely qualified for the playoffs. When Green Bay’s kicker missed a short field at the end of regulation, it allowed the 49ers to escape with a 27-24 win. In the NFC Title Game, Detroit stormed to a 24-7 halftime lead before suffering a meltdown. Detroit passed up a pair of field goals in favor of failed fourth down conversion tries. The 49ers received a gift touchdown when a badly overthrown ball that should have been intercepted instead bonked off a defender’s helmet into the arms of the receiver. The 49ers survived again 34-31 to house the George Halas Trophy.
The Chiefs had a more difficult path to the big game. After five straight years of hosting the AFC Title Game, this year they had to play road playoff games. In the divisional round, Buffalo’s kicker missed a makable field goal at the end of regulation as the Chiefs survived 27-24. In pouring rain, the Chiefs sixth straight AFC Title Game would not be at home. At top seeded Baltimore, the Chiefs won 17-10 when Baltimore self-destructed in the red zone. The Ravens gave away the tying touchdown with a goal line fumble. The Chiefs won the Lamar Hunt Trophy named after their late founder and owner the hard way. This year the Chiefs offense was less smooth than in years past. The Chiefs lacked the deep ball threat, settling for more dinking and dunking.
The game is being played in Las Vegas, and Sin City has lived up to its reputation. Many Super Bowls feature a needless distraction that may or may not end up weighing on the game. Mahomes already has a wife who talks trash and a brother who cannot stay out of trouble. Now Mahomes’s father has been arrested again for driving while intoxicated. Mahomes has blocked out outside noise all year, and will have to do so again if he is to win another ring.
The 49ers are slight favorites. They have the best running back in the league in McCaffrey. Their defense is ferocious. Yet the Chiefs have the better coach and a quarterback in Mahomes with the potential to be the very best ever. Betting against the Chiefs is a foolish move. Four years ago the 49ers defense had Mahomes figured out for three quarters. That was simply not good enough. Mahomes is the best player in the NFL. Bet on the very best. When the game is over, expect the Chiefs to be holding the Vince Lombardi Trophy and being declared a dynasty. Upset special, Chiefs win outright
eric
NFL 2023-2024 Pro Bowl Recap
Sunday, February 4th, 2024The Pro Bowl used to be a real game played in Honolulu, Hawaii.
Now it is a “skills competition” featuring a 7 on 7 flag football game.
I’m done. I love football, but this is not football.
eric