#why is the pacing still like fine despite the 50 new conflicts

[gwensy]

gotham is so crazy just as a show why is there so much season per season

[sly-merlin]

KILLING ME - 13 | n.y

pairing : law student!reader + yuta

genre :    angst , mafia au/ arranged marriage au.

warnings of this chapter : mentions of brutality described in previous chapter, mentions of strained breathing, curse words. For future chapters, major character death(s).

words : 4.5k

summary :

“life’s never fair y/n. realise it as soon as you can . it is the only secret for living a regretless life.”                                  

or            

 “  curiousity got the cat hitched”

K.M masterlist

K.M 12

taglist : @kpop-choco @moon-yuta @kawaiiayasan @btm-taeyong @exfolitae @lanadreamie @cheersskznct @hyuckiesgf @theworld-accordingtocasey @yiyi4657 @sorrywonwoo @sillywinnergladiator @minejungwoo @leesalts  @mal-nakamoto23 @ro2424 @itlittlefangirl @nctzens-world @bl--ankhaeji @simplybree @ncttboo @jeaneteflo @nuoyii @bralessmermaid @minhoseyeliner

In the silent room, the sound of taeil's shoes reverberated as he paced back and forth. Of the seventeen men standing in the living room, most had their heads hung low while some paid side glances to Jaehyun and ten as they fell prey to Taeil's anger.

"Last time!" Fingers pointed in the air, taeil asked in a dangerously calm voice, "don't make me repeat myself. Who left the door open?"

Messing his hair, jaehyun began,

"We didn’t know she was still there in the basement. Usually she’s out by-

“just answer me already.” Taeil shouted in exasperation.

“we don’t clearly remember. Me and ten were busy interrogating him.'' Jaehyun's voice was barely above a mumble but it still managed to reach everyone in the parameter.

Taeil turned to ten, furiously rubbing his forehead, impliedly asking for a reply but he merely shrugged in shame.

“Since when you have been butchering people with doors ajar for everyone to see?” the volume of his voice sent shivers to each and every presence in the room. Taeil never lost his calm, this was, after all, his metier. But he knew when to let go of his usual demeanor and nobody plucked up the courage to question him either.

“we didn’t do it deliberately. It was a mistake. An accident. Why are you drawing this so much.” jaehyun daren’t raise his voice above a whisper but his words were alarming enough

“You all need to recall the rules we stand by. What if jisung had gone down? Would you throw the same lame excuses even then? Won’t you be sorry if he or chenle or sungchan had seen a human being cut open like that? you and ten are both equ-

“we are ready to apologise to her okay. I’m not running from responsibility here. Nobody i-”

“Accepting a mistake is not even the bare minimum. We don't need your hollow apology if you don’t mean it. just because she’s understanding doesn’t mean the blood would leave her head. There’s a reason those rooms are forbidden for some of us here.”

Jaehyun’s unexpected raspy chuckle earned multiple gasps from the room. Taeyong was about to reach him but taeil stopped him by a show of his palm.

Jaehyun pinched his nose before barking,

“when jisung and chenle are told not to enter forbidden areas, they actually do listen but your pretty sweet y/n never does that. she’s just reaping the fruit of her own reckless behaviour again. it’s not my mistake that she’s so damn nosy all the –

“WHAT IF IT WAS NARA AND NOT Y/N JUNG JAEHYUN? WOULD YOU HAVE SPILLED SAME BULLSHIT IF IT WAS HER?

Taeil knew he shouldn’t have said that. Jaehyun’s darkened eyes calmed Taeil instantly as he realised he too had crossed a line.

as he angrily took a step forward towards taeil, jaehyun was abruptly halted by johnny and taeyong as they kept the two men apart. The reason for the argument left Jaehyun's mind, the mere mention of nara was enough to blow his fuse. He was furious yet he didn’t resist the boys and let his sharp breathing convey his message to taeil.

“Stop it you both. Go back to your rooms everyone.” Johnny announced, hands still holding Jaehyun's arm and torso, almost hugging and shielding him from taeil. “let it go jae. Just calm down. Please.”

Everyone remained glued to their feet, too afraid to make any noise. Huffing loudly, Jaehyun pushed Johnny away. Jaw clenched, chest heaving in rage, he furthered himself and instead of going for taeil’s neck as everyone has thought, his hand reached for the vase and the very next moment, the beautiful curved glass met the ground, shattering into innumerable pieces, right where taeil stood.

“JAEHYUN”

Taeyong roared watching younger and the older staring each other down.

“never compare nara to her.never!” With a perilously low voice, jaehyun glowered at taeil. “measure them up on the same scale again and you won’t be alive to regret again!”

Jaehyun stormed out upstairs. Soon after, without saying or expressing anything, taeil left too, masking his emotions just like usual times.

“when are they going to talk this out. It’s been three years already.” Johnny mumbled more to himself but everyone heard him and each and every presence in the room understood him.

Sleep despised you. Even sleeping pills had turned their back on you. Sprawled on the bed, you prayed to some magical being to descend and help you but no matter how humbly you pleaded, there was no end to your misery.

"He was a drug supplier, one of the accomplice of importing life threatening drugs in korea. He had it coming when he refused to tell us about other handlers. What you need to know is we have done a favour by taking his life."

Taeyong's words were seeded into your head. Your fear was fine, he had told you. He also said you’d forget about it in no time but he couldn’t mark when the “no time” would end. The vision of what you witnessed was quite blurry by now but the awful feeling in the pit of your stomach chose not to leave you yet. From what taeyong explained, that man was a mere pawn. A hidden syndicate was exporting deleterious drugs and they were just trying to find out the people behind it.

The only thing you had gathered was that just like every normal entity, criminals like neos weren’t fond of any sort of competition. With a pack of sleeping pills given by xiaojun, meant to help you sleep through the night, you were dropped at your house by dear Mark who kept stuttering explanations while driving. They have never killed anyone innocent, Mark said and kept it repeating in different possible ways a sentence could be transformed into.

You weren’t sure if you believed him yet. But even the mere thought of getting used to the brutality was horrendous than what you had seen once.

Two days later, at black neos. 9: 50

“when do you want us to sue them y/n?” mr. jung questioned, rotating his walking stick by the wooden head.

Sitting on the sofa, just beside him, you wondered why you were always so conscious of all the eyes directed at you. or maybe you were distracting yourself from answering the man. Among all the things, his way of showing his care was not settling in.

one amusing revelation was that Jaehyun's father, mr. jung or senior jung, as hyuck called them, was the only person with the capacity of putting a noose around all the valiant necks that were ever present in the house. The wrinkles of old age held enough authority to shut each and every young mouth, including yours even though you kept your quiet.

And he adored everyone, johnny, yuta and haechan among his favourites of course. He was also persistent and you were struggling with coming up with an answer because of this very trait. He kept asking you and your eyes remained transfixed on the papers bunched up in your hands, that were shoved into your hands upon your arrival. They opened the chapters you always had doubt about but no corroboration.

You had no home, the reason you were sent into that orphanage in the first place. The little kid that witnessed her parent’s death in front of her eyes didn’t understand why her parents took so long to wake up or why they never did when she waited for so long hiding among strangers or despite having a home, why she was sent to a place where she knew no one. There was no answer to why you never saw your uncle and aunt again and why they never came to take you back. As you grew up, you gave up on them. the car crash had crushed every relation you had with the home you once dearly loved and now you were conflicted with the new information that was thrown your way. your uncle and aunt were under illegal possession of the house that allegedly belonged to your father and after his demise, to you. but what would you gain by going back? Bricks and cement could never compensate or alleviate the pain that you had learned to live with. Even with law on your side, tormenting them would be of no benefit to you. So you said what you had decided years ago.

“I-I don’t want to sue them.” you replied meekly, eyes still fixated on the thread holding the legal papers together.

A sound of disapproval caught your ears as mr. jung spoke against your decision,

“no y/n. Those leeches abandoned you to rot in an orphanage and are living comfortably with insurances and the house that belongs to you. all that money could have been used for your future. You don’t need to be afraid of them. kun would provide you the finest lawyers and within two hearings, they would be in jail for committing fraud and trespass. And as a lawyer yourself, you should know better than to let them go off like this.”

Everybody heard but no one spoke.

“no.” you raised your head to face him and swallowed hard before continuing, “I do not want to meet them”

“don’t you want to go back there? that’s your home.” Somewhere from your left, Johnny spoke.

“never.” You refused immediately. “the people who live there were never my family. They never wanted me a part of their family. I’m clearly not their blood. The people who adopted me are not alive anymore. Those who loved me left me years ago. For a ridiculous sum of money, they didn’t even say their goodbyes to me. I was left there thinking that maybe one day someone would come. But money wins over love. It always does. And i don’t give a shit about them. I have learned to live on my own. I never needed their love. And I certainly don’t want more of their hatred.”

Inhaling sharply, you spat your speech in a single breath. Your words weren’t emotionless still you didn’t feel them like others did.

“I think we should bury this matter.” this time your voice was polite.

They nodded.

Mr. jung, however, wasn’t done.

“Okay so no one would mention this but keep these papers with you. you never know when this might come handy. After all, you are the sole owner of those properties your father left. Now you see, we grease the palms of officers so we can escape the shit we create for ourselves but people like your family are worse than the devil hi-

Multiple coughs halted his train of words. His breather was immediately fished out of his pocket and handed over to him. once he regained his senses, he begin again,

“never mind. Family must be protected y/n and those who fail to do so slaps the most precious value away from them. it’s not necessary that you should cherish something when it’s really out of your reach. at least i can die peacefully knowing that you all would settle down finally. If yuta can leave his chaser personality to find love, there’s hope for everyone here and speaking of yuta, when he’s arriving?”

“in two hours”

Your eyes widened and a hiccup escaped your throat. You voiced out a hum of surprise, gathering everyone’s attention.

“You weren’t told?”

You football sized eyeballs told mr. jung that you certainly weren’t aware.

“I guess I just spoiled a surprise then. Forgive me, I'm old and I am also hungry. Show some courtesy to your guests and feed me and y/n.”

Hyuck jabbed at him before they all got up to run for their seats in the dining room. “You are old. Why do you even need to eat anymore. Go to himalayas, eat snow and acquire some peace. That’s what old people should do!”

Everyone seemed too occupied with their bickering to pay you any mind so you dragged a reluctant taeil to his room, demanding answers for the latest drama they had launched in your name.

"I'm so sorry about that. The day after reception at the office, uncle suddenly asked about your family and that got me curious too so I ended up searching in deep and that led me to this whole discovery. I swear i never meant to breach your privacy y/n." Taeil pleaded in a low whisper as he locked the knob.

"Why would he do that though?"

"He's just too sensitive when it comes to families. He even told me to find your real parents but I got no luck there because you were adopted from an open adoption center from a different country. I found no information on them but I'm sorry about that." His ramble was again reduced to a murmur..

Playing with your fingers, you signed heavily before replying,

"Thank you for your effort but you should have asked me first.”

"Did you perhaps know anything about their schemes?"

"Right since I learnt about the adoption laws. I couldn't have been adopted without a security registered under my name. Maybe that property was the house where they are living right now"

"I'm sor-

"When were you going to tell me about that little whiny bitch? He's coming back in a few hours? I have to live with him again? " Scrunching up your nose in disgust, you bellowed.

"Yeah. He and taeyong had a long love chat yesterday. He was indeed being dramatic so i wonder what happened between them that he agreed. But he's coming back yeah. It was inevitable anyway. I don't know how you want to approach this but I'd say don't choose conflict. Eventually you have to live together so why try to break each other's necks. I've said this before and I'd say it again he-

"He's not that bad? I don't understand how easily you forget that I'm in this predicament because of that man. How can you expect me to make peace with that fucking piece of shit who had his gun pointed to my head since very first day?"

"Are we that insufferable?"

"Don't change the topic"

"I'm not changing it.You said predicament. We are also part of it right. Do you really hate us that much?"

Your eyes softened, reflecting his tone. No, they were just mildly bearable. And no, there wasn't any need to admit it either.

"Taeil, you sound like the voice of reason here. Taeyong seems fishy too but he's too unpredictable. He's like a chameleon. Others don't seem to have any power in your stupid hierarchy I've come to notice so it's you right? You are the one who told taeyong to marry me to that poopface and spare my life. It is definitely you.” staring him right in the eye, you pointed your forefinger at him.

"Please do me a favour and don’t use your brain too much y/n. I already have too much on my plate. I don’t need another one. If you don’t want our uncle to die due to a heart attack caused by your and yuta’s actions, stay shut. Now let’s eat before they gobble down everything.”

Our uncle! Yeah sure, you thought.

14:00

Standing alone in the kitchen, fidgeting with your hands, you tried your best to eavesdrop but nothing coherent met your ears. You indeed expected the army of men to have a party when their estranged soldier would arrive but the welcome outside sounded more like a hue and cry. The screaming indicated anything but happiness.

Your dilemma ended when you heard your name being called, the voice belonging to senior jung. You couldn't understand why he loved shouting when clearly his lungs couldn't take anything in higher volume.

Walking into the living room, you saw everyone seated in a very civilian manner but their conversation was difficult to hear amidst the babble.

“Come sit” Mark, who had gone to fetch yuta from the airport, spoke.

As you took the seat next to taeil, your eyes fell on the raven haired man and met his own. If his blonde hair shrieked peril, the black softened all the darkness his previous hair projected. Mayhaps, it was the black rimmed glasses he wore. You didn’t even know he had eyesight issues. He looked different.

He might have looked non-barbaric for a few seconds but his intense eye roll with the twitched lips upon meeting your eyes caused you to scowl. That’s when you noticed the elbow crutch on his left arm leaning against his outstretched leg. Nothing seemed wrong. You sized up his both legs with a crease of confusion forming on your forehead. You might have been looking too hard for your unasked doubt was answered by none other than yuta himself.

“I’m fine. It’s just a scratch.”

You scrunch your nose at the politeness that dripped from his lips, the honeyed words clearly in contrast from the uneasiness he felt while uttering them. Though the words were directed at you, he never regarded you directly and you weren’t sure how one was supposed to act in such a pretentious setting.

“No, definitely not a scratch.” Mr. Jung interrupted your internal unrest, interpreting your silence to be worry for the boy. “His left thigh is bandaged so it needs a lot of care. You might need to take some days off given how much movement hurt him. and you! I know you don’t want to worry her but lying around won’t work. she can’t tend to you unless she knows where you need care.”

He mildly instructed him as you found yourself staring at yuta’s brown cargo pants which hid whatever injury was being mentioned. The said words were dodged by your ears even before they’d have entered. The problem laid with the response that was expected of you. you couldn’t have possibly replied to him your true intentions that included ducking every wifey duties you were supposed to fulfil but like everyone else and as taeil had explained, you didn’t want the blood of an old man on your hands so you just played along.

“yes.”

That was enough for playing, you decided. Your quietness, for the first time won't be subjected to judgement as the dejection was expected.

“I think you both should go home now. I have some business to sort out here.” he got up and walked past you, not before petting your hair lovingly. He also smacked yuta on his head and mumbled something on the lines of how he should have enjoyed his last overseas trip and whatnot.

Once he, taeil and taeyong were out of sight, chatter started again. hovering over yuta, they dropped questions like he was in some interview and you remained seated, waiting for their next request they were possibly going to annoy you with.

“did you like france?”

“what the fuck! you didn’t tell me about the hair colour. Now I want to change mine too!” that was ten.

“why are you wearing pants if your thighs hurt?”

“I’m sorry for laughing at you earlier.”

Right when you thought you were specialising in drowning the sounds, Johnny's voice caused you to jerk your head towards them. Not the voice, maybe the question he asked!

“dude! Where did you exactly fall from? The room is on the ground floor and your work didn’t even require you to switch places. How can you break your leg while monitoring the local cells?”

Only two sentences were needed for the laughter to escape the confines of your stomach and the realisation that you actually thought about a bullet or a knife being the reason of the harm only elevated the amusement you felt. understandably, you became the center of their attention.

“who the fuck are you laughing at?” yuta sneered.

“you.”

The twisted bitter smirk on yuta's face told you that he still needed some good time getting used to your unfiltered tendencies but by the suppressed snickers that chenle and hyuck let out, their voices recognisable to you by now, you were sure at least a few of them were enjoying your jabs as much as you did.

"Fuck off." He finally barked, breaking the harsh eye contact.

"Happily!" You remarked, raising yourself from the cushioned seat.

"Where are you going y/n?" Intersected jungwoo.

"Home. Tell mr.jung that college called. It's Saturday so I've to visit the library anyway."

"Wait I'll drop you both."

Glaring at Johnny, you wordlessly challenged him to repeat what he said.

"Yes. You and him are not leaving alone. Uncle is still here. God forbid if he decides to stay the night, we won't have answers for him." He rather whispered to you.

"That sounds like a problem for you. My pact was over as soon as I saw that face. And I can guarantee you the feelings are more than mutual from that side too." Rolling your eyes towards yuta, you said.

"No no no! You can't do that yet!" Johnny came closer and continued his whispering, "please y/n. I promise he'd behave. Uncle did so much for you, can you help us this one last time? And yuta was returning anyway. If not today, then four days later. Please? You'd do that for me right?"

Sometime while talking, his fingers had found your hand and you weren't sure if he was aware of it or not.

But you were. And that had caused a little temperature problem in your whole body as you felt warmness enveloping your whole being.

And it seemed like your ears had stopped working too.

"Y/n! Are you hearing me?"

"Are you fine?"

His hand on your cheek broke your trance and your eyes darted away to look at his eyes, finding the same worry in them. Why was he so genuine, you thought.

"Are you sick?"

He questioned again, to which you only stuttered.

"No. I'm fine john. What were you saying though?"

"I said yuta needs to go back home. Please. He can't stay here even if we don't want him to be alone."

Somehow, you found yourself mindlessly nodding at his words. A cheeky contagious smile appeared on Johnny's lips, your own slightly curving on both sides. He backed away after caressing your face, the action more noticeable to others than he probably had intended.

"Let's get you home baby boy." Johnny snickered at yuta earning a slap from him.

"Fuck off bitch. At least feed me something before I leave. I'm hungry!" He screeched, hitting Johnny's leg with the end of his stick.

"What about the jjajangmyun you had in the car? How can you still be hungry?” Mark chirped up innocently.

"Oh come on. Don't make excuses.I'll bring some food in the evening." Johnny offered when yuta was busy giving a stink eye to mark.

"I too need some compensatory food john.”

“What the fuck do you mean compensatory? You live in that house because of me! Don’t imply yourself as the owner of that place!” you rolled your eyes for the nth time at yuta’s words, dismissing his words with the action.

“Why dont you donate your eyeballs to someone like me who can actually make better use of them. Instead of rolling them to the back all the time, I shall happily play tennis with them.”

“If my habits annoy you that much then why are you going back to breathe the same air as me. I’d be more than happy if i don't have to see your cursed face daily!”

“Stop you both.” Johnny's back shielded your view as he spoke. “He’s still here! Renjun, go and run a checkup for him and tell me how bad his leg is in actuality or is he just crying like a baby.”

In defeat, you sat down again. Fifteen minutes passed and despite being sleepy, you tried your best to listen to donghyuck’s ramble of something that jeno did the other day. All you heard was how jungwoo and jeno had a fight over piggyback rides and after that every word was transformed into a chant of word sleep as it hit your ears. Though it was early afternoon, the whole week had been nothing but tiring.

Once again your relaxation time was robbed off by none other than yuta. Maybe this was the end of your peaceful days.

Hopping off, you hurriedly whisked away before Johnny and Jungwoo could say anything to you. Two men were enough for towing the baggage.

As you stripped yourself off your jeans, an exhausted cackle left your lips when Johnny's words echoed in your head. During the car journey, he gave you some instructions in case of some emergency. That emergency being yuta! Not that you were going to put up with any of yuta’s demands, you listened to them anyway. Amusingly, yuta wasn't injured due to falling from stairs. He was getting drunk on the roof of a random building when he had launched himself into a sharp edge of a railing that gave him stitches all over his left thigh. Now he was as good as an exhausted car freshener.

As they settled him down, you didn’t bother going out even for a second. Choosing sleep over your much needed trip to the library, you tucked yourself into white sheets as the light breaths from air con lulled you to sleep.

17:00

Sitting in the library, your fountain pen ran along the plain pages like you were writing a well known story and not your thesis. The words were flowing like water and you felt no difficulty as you finished pages with the speed of light. Everything was going smoothly. You felt happy. And suddenly your hand stopped moving. It was glued to a single point, the nib leaking out on that spot. Next moment, your thoughts were muddled and a distant shuffling distracted you. The more you tried to move your wrist, the more forceful the noise became. Your breathing got heavier and your body jammed, the whole weight punching onto the weak muscles of the hand.

Your attempts never stopped but the noise did and it transformed into loud thumping coming right from your heart.

You tried to inhale but something stopped you.

Then you heard the calls of your name.

Rapid and loud.

Your body jerked forward and your breath finally returned as your eyes opened.

You had woken up from a dream. You were still in your room and the loud thumping was the loud banging on your door.

“y/n! Are you sleeping?”

Registering his words, you replied in a groggy voice.

“What the fuck do you want?”

“Your phone. I left mine in the medical room. I need to call Mark right now.”

Whining loudly, you fell back on the bed. It was only due but flailing your arms and legs like a kid in a toy store, you let out a screech full of annoyance, cursing on your fate.

Were you really going to babysit him now?

****

Stay safe everyone. 2021 is just 2020 with a change of pajamas😑wear your mask and force others too🌝

[billehrman]

Buffett and Munger Are Licking Their Chops

The financial markets have been under immense pressure ever since Trump announced that he would be raising tariffs to 25% on the initial $250 billion of Chinese exports to the U.S. on May 10th while also threatening to impose 25% tariffs on the remaining $300 billion of Chinese exports by the end of June unless substantive movement was made in trade negotiations. His administration then threw down the gauntlet by blacklisting Huawei from dealing with our technology companies threatening China 2025. Trump went all in.

The simple truth is that no one knows what the eventual outcome will be to the trade conflict so traders run for cover as the pundits/experts remind us all throughout the day how bad things could get: The sky is falling! As you would guess, cash levels have gone through the roof; investor sentiment has plummeted and even investors are frozen despite historically cheap valuations. Markets hate uncertainty! Bearishness is everywhere which is consistent with market bottoms, not tops. Our market remains undervalued… we see no recession, we see a friendly Fed and we buy great companies with rising earnings, cash flow/ free cash flow with above market dividend yields (far above 10-year treasury yields) and large share repurchase programs.

We think Buffett and Munger must be licking their chops right about now as the earnings yield on stocks as an asset class has further widened its gap to bond yields.

We also know that one tweet could turn things around. So, what to do? While we spent a lot of time over the last few weeks putting the trade war in perspective as exports from China are a tiny sliver of our economy and theirs too, we recognize that it is newsy to embellish the worst-case scenarios which we deem unlikely. We are bombarded all day about the downside risks of the trade war without discussing any of the long-term positives. Do you think that Buffett and Munger listen to CNBC?

We are most concerned about the near-term uncertainties/disruptions all of this creates for consumers and businesses around the world. Clearly companies will accelerate shifting their supply chains and may already have begun buying as much as possible ahead of the June 30th possible cutoff points. And consumers, seeing the possibility of higher tariffs filtering through to higher consumer prices later in the year may buy early altering their historic patterns. It could be a great fall but miserable Christmas for retailers.

The hike to 25% tariffs is a one-off event. It won’t happen again next week or next year. In the meantime, prices hiked for higher tariffs will come down over time as supply chains are shifted out of China and demand will recover quickly. In the end, higher tariffs may be deflationary and stimulate growth. How ironic! An investor, like a company, must take a long-term view making only some small changes along the way to preserve/redirect capital to benefit overall performance. It’s hard playing the long ball sometimes, but we can assure you that Buffett/Munger know that compounding returns over time is the key to success. They measure their success over decades, not years nor months nor days. And they have done pretty well.

The greatest opportunities come at times like this. Are you an investor or a trader?  We can only imagine that Buffett and Munger are looking at the chance to finally commit billions buying stocks and hopefully companies at bargain prices as others panic out of fear. Both of them love to buy as stocks are falling.  Is Apple a better buy at $178 or $210? Munger has probably added to his Chinese holdings big time too which have been hit fallen more than stocks here. They truly look longer term over the valley when everyone is looking in the abyss. They look at the long-term potential for each investment and compare it to its current cost/intrinsic long-term value to come to an estimate of future returns. We try to do that, but we don’t have the Buffett/Munger advantage of having the float of a huge insurance company balance sheet to invest. So, we raised a lot of cash and shifted the composition of our portfolios weeks ago taking some risk off to be in position to take advantage as others panic.

Our one disagreement with Buffett/Munger and the Fed is that we feel that low inflation is NOT transitory therefore the stock market multiple today is way too low. That’s a biggie!

One side note about the recent decline of the markets: while the averages may not have declined much from their recent highs, take a look under the hood and you will find devastation in many sectors of the market, especially if there is any Chinese exposure like semis. As we mentioned weeks ago when we took cash to over 17% of our assets by first selling anything with Chinese exposure and then reducing sectors that were dependent on an acceleration in global growth which we had thought would take place with a trade deal. Yes, we shifted our view!  We added defensive stocks with stable growth/high dividend yields, technology and some additional special situations all with great managements, winning strategies, huge free cash flow, and not penalized much, if at all, by higher Chinese tariffs.

Let’s take a quick look at some of the data points reported last week which for the most part came out on the weaker than expected side:

1.) We were most disappointed with the Fed notes which came out last week. The Fed is one step behind on both the prospects for the U.S. economy and inflation. The Fed is standing pat expecting the economy to do fine and inflation to pick up. Wrong on both counts especially if trade tariffs are increased on all Chinese exports. Low inflation is NOT transitory. We continue to believe that the December Fed rate hike was NOT justified and needs to be reversed. The Fed failed to acknowledge in their notes the impact of our rates on the dollar which continues to soar as the yield differential widens with rates abroad. The U.S. economy needs lower short rates and a weaker dollar. We expect the Fed to lower rates BEFORE the fall.

It was reported last week that U.S. manufacturing survey slumped to a 9-year low in May. In addition, the services index fell to a 39-month low. Both numbers remained over 50 indicating growth continues albeit slowly. New orders for manufactured durable goods fell 1.1% in April after rising 1.7% in March, shipments fell 1.6% after a 0.5% March decrease and unfilled orders declined 0.1% after rising 0.1% the month before. Finally, new home sales declined in April although up nearly 7% from a year ago.

While we have lowered our second-quarter GNP to 1.5%, consumer spending is likely to have accelerated to 2.5% gain from the first quarter. We cannot see the economy really accelerating much beyond 2.25% in the second half of the year led by the consumer without a resolution on trade. We still believe that 2020 will be a better year as Trump pulls out all stops to win the election…. that may include several trade deals. You can bet on it!

2.) The big news out of Europe was the resignation of Theresa May as Prime Minister of Britain after continuing to fail backing for the Brexit divorce agreement. If a hard Brexit occurs, it is not good for anyone. We continue to have a bleak outlook for all of the Eurozone without major financial, fiscal and regulatory reforms. What more can the ECB do at this time? Nada!

Economic activity continues to weaken in the Eurozone and growth is likely to be less than 0.3% in the second quarter and less in subsequent quarters. European stocks are statistically cheap for a reason.

3.) Japan’s economy is not much better than Europe’s. Manufacturing activity fell back into contraction in May as exports fell at the fastest pace in four months. We do not believe that Prime Minister Abe will move forward on raising the sale tax in October although he says that he will. Japan’s economy, as is others, are tied to the success of trade talks with the U.S. and China. We would avoid investing here until we know more on trade.

4.) The re-election of Prime Minister Modi and his government was a real bright spot last week. We continue to favor investing in India as we have all year.

A successful investor, like Buffett and Munger, take the long view investing in great companies when others panic not discriminating amongst investments. Management is the key. Why not listen to both the Home Depot and Lowe’s quarterly conference calls and discern for yourself which one you would want to own longer term? A hint…we own HD! Also listen to Target and Kohl’s quarterly conference calls. Another hint…. we have owned TGT!

We do NOT buy the market. We buy stocks in companies that can excel in any environment. When these stocks go down caught in trading programs, it is an opportunity to add to them at better prices. Buffett/Munger do and say the same thing every time. Maintaining excess liquidity, staying disciplined and being patient are necessities during stressful times like this.

Buffett/Munger are licking their chops as stock prices are falling into their buy zones.

We need to be thankful/remember those who sacrificed their lives for our way of life.

We have added to our defensive stocks that would not be hurt from higher Chinese tariffs…mainly health care and consumer related. We have also added to domestic sectors that benefit from lower interest costs… mostly housing related. And we have added to technology companies that drive security and productivity returns far above the buyer’s cost of capital. While we have reduced our financials somewhat due to Fed’s stubborn stance, we like the sector very much as it is significantly undervalued relative to intrinsic value. And we keep adding to and finding new special situations which are individually unique and have nothing to do with the economy. We have reduced holdings in areas hurt by higher tariffs and lower global growth. Cash is up! We own no bonds and are flat the dollar which will remain strong until the Fed cuts rates.

Remember to review all the facts; pause, reflect and consider mindset shifts; look always at your asset mix with risk controls; do independent research… and

Invest Accordingly!

Bill Ehrman

Paix et Prospérité LLC

[junker-town]

The Jaguars only have themselves to blame for the Jalen Ramsey debacle

Jalen Ramsey has requested a trade from the Jaguars.

In the last two years, the Jaguars have made all the wrong moves and alienated their best players.

Jalen Ramsey was every bit the player the Jacksonville Jaguars hoped he’d be when they drafted him top five in 2016. But now the two-time Pro Bowler is headed to the Los Angeles Rams.

The good news for the Jaguars is that the trade ended up getting them the haul they were after. About a month after Ramsey first demanded a trade, the Jaguars relented with a trade to the Rams that nets them first-round picks in 2020 and 2021, as well as a fourth-round pick in 2021.

The bad news is that a great player — the only First-Team All-Pro they’ve drafted in the last 13 years — is gone.

His Week 2 sideline spat with Doug Marrone wasn’t the reason Ramsey requested a trade. That was just the tip of the iceberg. It was a brouhaha with a Jaguars executive after that game — reportedly executive vice president Tom Coughlin — that officially caused the cornerback to ask to be on another team.

The reality, though, is that the cornerback’s frustrations with the Jaguars were brewing for a long time. And frankly, how could they not be?

Twenty months ago, the Jaguars played in the AFC Championship against the Patriots. Had it not been for a poor officiating call in that game, the Jaguars likely would’ve gone to the Super Bowl too. In the nearly two years since, much of that roster has fallen apart.

Jacksonville did everything possible to alienate its best players and create the mess it currently has on its hands. When Ramsey asked for a trade, they had won just two of their last 14 games, and all that losing had taken its toll.

“I just want to fucking win,” Ramsey said in a press conference less than 24 hours after reports surfaced of his request. He didn’t say much else during his presser, a change of pace for a player who’s refreshingly honest — sometimes to a fault — about his thoughts. This time, he didn’t have to spell things out, though.

It’s clear Ramsey lost faith that the Jaguars are an organization capable of turning things around. If not for a shockingly strong start to the career of sixth-round rookie Gardner Minshew, the Jaguars very well may be a winless team right now. It’s not hard to understand why Ramsey wanted out.

Just one defensive player has received an extension in the last 2 years

Jacksonville’s 2017 season was a success because of its elite defense. No team in the NFL allowed fewer points, yards, plays, or time of possession per drive than the Jaguars that year. That defense forced a franchise-record 33 turnovers and finished with 55 sacks.

Six Jaguars made the Pro Bowl then, all of them defensive players: Ramsey, Calais Campbell, Yannick Ngakoue, Malik Jackson, Telvin Smith, A.J. Bouye.

Yet, the one player who was rewarded handsomely for the Jaguars’ deep postseason run was turnover-prone quarterback Blake Bortles. He signed a three-year, $54 million contract with Jacksonville that included $26.5 million in guarantees, despite finishing that 2017 season 20th in passer rating.

It, unsurprisingly, blew up in the Jaguars’ face.

Bortles didn’t magically transform into a quarterback worth that kind of money. He continued to throw too many interceptions and struggled when injuries wiped up much of the offensive talent around him in 2018. He was released after the season and the Jaguars are eating $16.5 million in salary cap space just to have Bortles off the team.

The significant investment for the Jaguars in the 2019 offseason was again at quarterback. The team dished out a four-year, $88 million deal to Nick Foles with $50 million guaranteed — bidding against themselves in the process.

Why did the #Jaguars pay so much for Nick Foles if there were no other big bidders? We discussed here. pic.twitter.com/QOiulR6dcH

— Mike Garafolo (@MikeGarafolo) March 11, 2019

It’s not the Jaguars’ fault that Foles suffered a broken clavicle less than 10 minutes into the season. It is their fault that the overpriced contract is a big reason why salary cap space is running low.

It wasn’t until the end of August when a key defensive player finally got a contract. Myles Jack — a player who wasn’t a member of the Pro Bowl sextet in 2017 — signed a four-year, $57 million contract before the 2019 season began.

But in the time between that AFC Championship run and Jack’s extension, much of the dominant defense was gutted. Defensive tackle Malik Jackson and safeties Tashaun Gipson and Barry Church were all released, defensive end Dante Fowler Jr. was traded to the Rams, and cornerback Aaron Colvin left in free agency.

Ngakoue, who tallied 29.5 sacks in his first three seasons — more than any other player in his draft class — held out from training camp in hopes of a new contract and didn’t get one. Ngakoue isn’t even half the mercurial personality that Ramsey is, but voiced his displeasure about how the negotiation played out.

#Jaguars DE Yannick Ngakoue: "They had a chance to sign me for a long-term deal but it didn't get done. It is what it is. I love football, love my teammates, and I'm here to play games." Could a deal get done before the season? "It's out of my hands. I don't even know."

— Phillip Heilman (@phillip_heilman) August 4, 2019

Ramsey also made his desire for a new contract known in 2019 and was told it wasn’t even worth asking.

Jalen Ramsey says he has been told by the Jaguars that he won’t be receiving a contract extension this year

— John Reid (@JohnReid64) June 11, 2019

That decision made sense with Ramsey under contract through the 2021 season, thanks to the fifth-year option on his rookie deal.

However, three of the four players picked ahead of Ramsey in the 2016 NFL Draft — Jared Goff, Carson Wentz, Ezekiel Elliott — have already signed lucrative extensions that make them among the highest-paid at their respective positions. Meanwhile, Ramsey is making about $3.6 million in 2019, despite having a strong argument as the top cornerback in the NFL.

While he wants a raise, Ramsey brushed off the suggestion that it’s the reason for his trade request. But he did mention that he was happy to see Jack get a contract extension, and told the media multiple times that Ngakoue deserves one too.

Ramsey’s dissatisfaction with the Jaguars’ roster-building strategy was understandable, especially when the team was terrible on the field too.

The Jaguars’ coaching is failing the talent

One of the most surprising aspects of Jacksonville’s fall from grace was the amount of coverage busts allowed by the previously dominant defense. For some reason, the Jaguars opted to play a puzzling amount of zone defense in 2018, leading to coverage lapses.

That’s been true in 2019 too. The Chiefs carved up the Jaguars in Week 1, recording 491 total yards and 40 points due to gaping holes in the Jacksonville secondary.

TWO FIRST QUARTER TOUCHDOWNS FOR SAMMY WATKINS ‍♂️ @sammywatkins pic.twitter.com/1WclllgsjN

— The Checkdown (@thecheckdown) September 8, 2019

The Jaguars defense has too many veteran players to make those kind of mistakes, but it’s also worth questioning why the team is playing that way. There was no secret sauce to Jacksonville’s success in 2017: It bullied teams up front and locked down receivers with a pair of top-flight cornerbacks.

Ramsey is fed up with the team not getting back to what made it great in the first place:

One of the best pure cover corners, Jalen Ramsey wants to play man-to-man and lock a WR down. One issue has been having him play zone https://t.co/7RIlT8bx4X

— Ian Rapoport (@RapSheet) September 16, 2019

Doug Marrone’s decision to ignore Ramsey’s pleas for a challenge in Week 2 initially seemed like the straw that broke the camel’s back.

Jalen Ramsey is not happy, part II pic.twitter.com/FzJUJR7N3t

— Rivers McCown (@riversmccown) September 15, 2019

Ramsey denied that was the case.

“Requesting the trade was something that has kind of been building for over a little bit of time,” Ramsey told Nate Burleson. “It was more about the front office and the organization.”

According to Ramsey, it was a postgame meeting with the front office was sealed the deal. “Some disrespectful things were said on their end that made me definitely walk out and call my agent as soon as I walked out,” Ramsey added.

Alas, nearly two years of bad choices by the Jaguars led to the molehill quickly becoming a mountain.

A trade became an inevitability

This saga didn’t have to end with Ramsey getting traded this season. The Jaguars were asking for two first-round picks and change, and that’s what they got mostly because they had no sense of urgency to move him for anything less than that price.

It helped too that the whole damn league wanted Ramsey.

I'm told Jalen Ramsey is fine playing TNF tonight, but a source just told me he doesn't anticipate being a member of the #Jags next Sun. Teams like KC, BAL, MIN, OAK, PHI, SEA hv all made substantive inquiries, but my understanding is almost every team has at least placed a call.

— ig: josinaanderson (@JosinaAnderson) September 19, 2019

Owner Shad Khan advocated for keeping the cornerback. According to the Associated Press, Khan had several meetings to try to resolve the conflict and was reportedly ready to give Ramsey the contract he wanted.

But Ramsey didn’t back down on his request. He told Burleson, “I’m not sure if I’ve played my final game for the Jags yet or not, but my trade request still stands.”

Still, it seemed like a situation that could be resolved in the offseason — especially after Ramsey helped the team beat the Titans, 20-7, in Week 3. It looked like Ramsey planned to continue to play good football for the Jaguars all year. It was, after all, in his best interest to continue proving he’s worth a pricy investment.

Having Ramsey on the field was a good situation for the Jaguars to keep benefitting from. But it was also in Ramsey’s best interest to stay healthy, so when his back wasn’t quite feeling 100 percent, there was no reason in his mind to play through it. He sat out the Jaguars’ last three games and the defense struggled as a consequence.

His absence pushed the trade request into an inevitability and now he’s a member of the Rams. The Jaguars got their asking price, but before they celebrate too much, they should ask themselves how they ruined such a good thing so fast.

[jaylos]

Rant - Rise of the Isle of the Lost

(alternative title: i read rise of the isle of the lost so you don’t have to)

first off i’m probably biased but if you got something out of my opinions in the past then maybe you’ll find this interesting as well.

there are spoilers, obviously, but if you ask me, you really don’t have to read the book, save your money. (i put a short summary under the cut so you know what’s going on)

i’m gonna be honest this turned more into “i’m picking this book apart” than just a rant lmao. i blame the excessive amount of cinemasins i’ve been watching over the past few days.

and be warned - this is gonna be LONG and not very nice.

~summary if you haven’t read the book~ Arabella (Ariel’s niece) snatched the trident to fuck around, causes a storm, and loses it in the ocean. Waves carry it through the barrier to isle territory, because the barrier is penetrable for a short amount of time due to Arabella’s magic fuckery i think.

Uma hears a rumor that the trident is here, but she has no way to get to it before someone else finds it.

Captain Hook hosts a race where everyone can enter with anything that can swim, the price is a pirate ship. Uma wins the race and now has a ship and a pirate crew consisting of Harry, Gil and a few others.

Through Sophie (Yen Sid’s apprentice) they learn that Ursula’s golden seashell necklace is on the Isle of the Doomed (where Maleficent’s castle is) and they sail there to find it, because there’s enough magic left in it to guide them to the trident or something.

They find the trident but then Mal&Co show up.

While all this is happening Arabella tells the rotten four that she lost the trident, and through the magic mirror they find out where it is, and that a lot of people on the isle of the lost are looking for it, so they set out to find it first. FGM catches them as they try to steal a boat that belongs to Ben’s family, but Ben shows up to convince FGM that it was fine. The five of them then drive the boat to the barrier, where Mal pokes a hole and calls the trident to her, just as Uma is about to get her hands on it, overpowering Uma.

There’s also a sideplot where Ben goes to the great wall of China with Lonnie to solve a conflict between two villages but this is all totally irrelevant.

~end of summary~

and just to get this out of the way - don’t give me that “it’s a book for children” bs. just because it’s for a younger demographic doesn’t mean it can’t be good.

ok let’s start with the things i liked:

- Lonnie has a sword (which is a clear sign of lesbianism)

- Jane wants to do magic and she wants to help people fairy godmother style. i love this because 1. it gives her more personality and 2. it’s exactly how i imagined her lmao.

- Mal uses magic despite the magic ban.

- i like Gil, he’s kinda cute. and Harry too, and the dynamic between him and Uma and Gil. (ot3 anyone?)

now to the cons:

- Harry has this obsession with his hook (which he has to hold in his hand cause he still has both hands) which i find interesting, it has so much angst potential but i already know i’m gonna have to write a fic about that myself cause it’s gonna be hella disappointing in the movie because either 1. it’s not talked about at all or 2. it’s only good for a joke or two. (”oh no! my hook!” cue sitcom laugh track)

- the use of the word “guyliner”

- CJ is Harry’s younger sister, Harriet is his older sister. the gastons twins are gil’s brothers. Melissa de la Cruz *grasping at straws*: conSisTEnCy

- speaking of consistency, the anti-heroes club isn’t mentioned once, in case you were wondering.

- there’s another school besides dragon hall on the isle, it’s called Serpent Prep. like, i know there are characters (mostly Uma) who appear now for the first time without being mentioned before, ever. i can forgive that. but making up a whole new school just adds to the confusion of how big the isle actually is, and it’s also completely redundant.  this world just feels like a car accident where more cars keep crashing into the wrecks that are already blocking the street.

- carlos being in favor of the magic ban. what. remember how he was a slave for the better part of his life? “people should learn to live without magic” suck my toe (i made another post about what i think of the magic ban here)

- idk if this is on melissa de la cruz or what but the writing is just. not good. the sentences are boring, the use of adverbs is weird, the characters are shallow, the worldbuilding is.. idk how to describe it. it’s like when you look at the window of a shop and it looks nice, but when you enter it’s empty. or like a cardboard facade.

- all the characters do and say the things that are most obvious for them, but nothing beyond that. there’s no life in the characters and the world doesn’t draw you in.

- also the pacing is awful. in my first reading session i read about a third but it felt like nothing had happened. there’s so much setting up (and most of it is boring, it feels like every character just appears for their mandatory line but it has no relevance) and i’m just waiting for the plot.

- janelos. if you’re a janelos shipper than good for you, but i’m not and i’m salty. they could have such a great platonic relationship, why why why does it have to be romantic? (don’t bother, i already know the answer) they had a scene together, which was kinda sweet (through my platonic goggles), but “her laugh is cute” is not fucking enough to make a romantic relationship believable. 

their entire romantic relationship is built on “he was a boy, she was a girl” and nothing else.

- also devie. i’m pretty indifferent to this ship in general but the way it’s portrayed is so lackluster, like. doug shows up (for no other reason than showing up at least once in this book), is called evie’s boyfriend and that’s kinda it. we didn’t see how they got together, we don’t see what their relationship is like (except doug sorta putting evie on a pedestal), it’s just.. kinda there. wow. so much feeling.

there’s so much time wasted on meaningless worldbuilding that there’s no time left for giving life to the characters and their relationships. (actually there would be time, the book is not that long)

- (safe for uma, harry and gil) this book doesn’t even try to get me to like the main characters and completely relies on the fact that i already know and like them from preceding works.

- there’s always a parallel plot with Ben going on in every book, which is.. not terrible, but especially in this one it’s very distracting from the main plot, besides, what he’s doing is rarely all that interesting.  he’s travelling with lonnie and they had a nice scene together but it ended before it got anywhere near interesting. (Lonnie was about to get character development but then it was about Ben the end)

- not that i dislike ben, or that i don’t care for what he’s doing, but his sideplot is kinda just there so that is already short book isn’t even shorter. in the last book it had at least something to do with what the others were doing, but this time it doesn’t have any significance to the main storyline whatsoever. imo they should’ve just cut the whole bit out and put this content somewhere else, idk, give him his own diary or something, but now it’s just annoyingly strewn throughout the actual story.

(edit: you know what nevermind, this whole plotline is bullshit i’m not even gonna go into it but they punch a whole into the great wall of china and i crave Death™)

- the room that is taken up by ben’s sideplot could’ve been used to elaborate the relationships between the characters, or the characters’ inner lives. this book does so much tell not show that everything feels flat. “they’re best friends, they’re boyfriend/girlfriend, they love each other very much” ya thanks for telling me but is anything gonna happen to back these statements up or

- there’s an entire page that’s basically a montage of the pirate crew repairing Uma’s ship and it’s hella redundant (just like 50% of the book tbh)

- somehow interesting scenes are left out and when the plot is picked up again it’s “this happened and now we’re somewhere else”.

- the other characters get a sideplot too, which would be nice except they all have like 1 character trait and it’s all pretty meaningless. plus, the chapters are all super short and jumping between plotlines all the damn time is annoying.

- new characters appear just to be a plot device. happened with freddie and maddie in book 2, happens now with Arabella in book 3. she’s the niece of Ariel, but we don’t know who her mother is (based on her being described as wearing purple i’m gonna guess it’s Alana) which is excuable because i guess you can’t expect the readers to know all the names of Ariel’s sisters, but it just adds to her being a throwaway character. $100 that Arabella won’t appear in dd2. 

- actually, going off on a tangent about maddie here, wasn’t her background story basically the same as uma’s? that she was a friend of Mal’s when they were little? whatever happened to her, guess well never know cause she’s never gonna appear again.

- new things are made up just for convenience, or idk maybe it’s supposed to flesh out the world but it all feels so disjointed and loveless.  the annual seaside festival (i think it’s called?) where king triton whips out the old trident to give Arabella an opportunity to lose the trident in the first place, the R.O.A.R. competiotion (i forgot what that’s short for too, but it’s a mix of parcour and fencing, whatever) just to give Jay some other purpose besides “is also there” instead of, idk, an actual personality and inner life (but the VK’s dealing with the aftermath of growing up on the Isle is probably too serious and scawy uwu) like idk it’s probably the same in a lot of other stories, but instead of giving life to this world it all feels meaningless (like 98% of wicked world tbh)

- Lonnie has an older brother who wants to launch a hiphop career, and his name is Li’l Shang, which is an absolute fucking joke and takes the cake for worst name in this franchise.

- Ursula’s golden seashell is on the isle because for some reason it didn’t make it to Auradon where it was supposed to be displayed at the museum. i get that they want to use what they can from disney movies but this is just bullshit. the seashell being on the isle makes no fucking sense whatsoever.

- the critical overuse of the word “swaggered”

- seriously it’s like de la cruz saw one of those “words to use instead of walked”- tumblr posts and picked two (swaggered and sauntered)

- almost halfway through, wondering if there’s gonna be a plot

the things in this story just sorta happen, there’s no real suspense curve.

- ok this is really subjective but “Lost Revenge” for a name for a ship is so unnecessarily edgy lmao

- i’m writing most of this stuff as i come across it and at this point i’m just groaning in agony. they just introduced a new character, Sophie, who is Yen Sid’s sorcerer’s intern. intern for sorcery. on the isle of the lost. sure. also, apparently yen sid brought her with him when he moved to the isle like???? i mean the people of auradon already didn’t give a shit about the children that were born on the isle, but they just let yen sid take a little girl with him??? what the fffffffff (also sophie is another throwaway character that will never appear again. i’m blaming this on the fact that there are approximately 462 different canons in this franchise and we don’t get the chance to get attatched to characters that only function as plot devices in whatever canon they appear in)

- a new character called Charlie is introduced as the village elder of Stone Village (china, next to the wall) and he’s only a few years older than ben. he’s the descendant of ??? (molly and arthur weasly, probably) (seriously this is a throwaway character if i’ve ever seen one)

- mal’s morals are inconsistent. she has no problem using her spellbook for minor inconveniences but doesn’t want to steal a boat because it’s not the auRaDOn wAy.

- evie scolding mal for using the spellbook too often because that way she’ll never learn to live without magic (yadda yadda) but she also does this when mal opens a gate with magic in order to get to the boat they are going to steal, even though the matter is pretty time-sensitive and they had no other way of getting around that gate. like i get the idea of “solving problems without magic”, but this was really not the time to play moralizer, evie.

- there’s a yacht club building and FGM is giving it a new coat of paint with her wand solving problems without magic eat my entire ass.

she keeps using her wand!!! what the fuck!!!!

- i’m not going to go into detail over this but everything falls into place so conveniently that there aren’t really any obstacles to overcome and every conflict is solved within a matter of sentences.

- there are small cliffhangers every 200 words because it keeps jumping between plotlines. before you even get the chance to get into one of the plotlines it’s over again and it takes ages for anything to move along cause the stories keep interrupting each other.

- i’m losing my fucking mind over here as we speak. FGM catches the rotten four trying to steal a boat and she seriously thinks sending them back to the isle is an appropriate punishment. this is absolutely ludicrous and completely disproportionate. “this is exactly what we feared when we let villains into Auradon” they! are! children! (i know technically they’re teens but this doesn’t change the fact that imprisoning them on the isle again is super fucking cruel) i can’t believe how terribly literally everything is handled in this goodforsaken fantasy world. (not to mention that this is an insult to the character of FGM)

- so it’s been established that Mal can turn back time and she uses it when Uma reaches the trident. mal turns back time, uma doesn’t have the trident yet. so far so good, right?

look, i know time travel stuff is always prone to plotholes, but this is just ridiculous. 1. when she first uses it she comes to the conclusion “those with villain blood appear to be immune”, because evie wasn’t affected by it. it works on uma (though she remembers reaching the trident but doesn’t understand what happened) and it’s not made clear how it actually affects someone with villain blood. the setup for this whole shtick was weak. idk if i explained that well enough but you can ask me if you want a more detailed explanation i still have salt left lmao. 2. through carlos we know the others felt it happending, but what about ben? they don’t explain it to him even though he should have no memory of mal turning back time. 3. this book had all the time in the world to make this universe’s rules of time travel a little more clear (like why did nothing happen to both uma’s row boat and the speedboat? do objects not get set back in time too?) 4. one rule was explained tho: “it only turns back time to the top of the hour, and only if it’s been less than fifteen minutes” so mal might only have turned back time for like 1 minute, which would explain why the boats remain in the same spot, but it doesn’t change the fact that everything conveniently falls into place again because it just so happens to be *just* the right time for it to work (meaning no more than 15 minutes after a full hour) which in turn makes me wonder why this “top of the hour” rule was established in the first place. they could’ve just left that bit out and this whole thing wouldn’t be another case of dumb luck for the protagonists. i guess i’ll just go fuck myself.

- ok safe for that time travelling bs the last third is actually a lot okay-er than the rest. there was a cool scene where harry fell down a hole and was scared an panicking. this and the whole pirate-crew-escapes-from-a-trap-filled-cave was the best part of the book imo.

- after the great showdown between uma and mal (where they’re not actually face to face due to the barrier and thick fog, which is kind of a cool way to safe their encounter for the movie, i’ll give them that) mal stumbles backwards when she caught the trident and accidentally knocks evie overboard, which is completely unnecessarily dramatic, because the climax is already over, and is just there to show once again how gay mal and evie are for each other, without actually delivering. same old. (there’s also a scene where evie looks at mal “with a fond smile” while she’s sleeping like come on. those two scenes contain more feeling than any interaction between ben and mal ever. and at the end there is an exchange between the two that literally, like word for word, draws parallels to an interaction between ben an mal like are you kidding me)

- Evie says several times that Mal shouldn’t use magic, which is not too out of character i guess, i mean Evie has enough baggage concerning magic that this is believable.

she did use her mirror a lot, which is clearly magic, but somehow this is different from mal solving a problem with her spellbook?? hypocritical much. and it kinda retcons on the whole setup of her not being comfortable with magic.

in the end she gives her mirror to the museum, but it wasn’t her idea. it would’ve tied in with her previous statements a lot better if she herself had been like “i should give up my mirror so i have consistent characterization”

- Audrey dumps Chad for reasons unknown. not that i care all that much about that ship (i do think it’s interesting tho) but idk is this just so the movie doesn’t have to explain why they aren’t together anymore? (would be kinda lazy) felt like it was just there for cheap laughs.

- i’m surprised Jay didn’t get an Obligatory Love Interest™ but actually i’m not surprised because none of the writers care about jay.

- you might remember R.O.A.R. (the fencing/sword fighting-parcour-clusterfuck-sport). so chad was the captain of the team and has practised sword fighting all his life, but jay manages to beat him after a total amount of? 3? or so hours of training? and immediately becomes the new captain? bull

- also jay is supposedly really good at parcour, right? but he needed to practise wall jumps cuz his technique was bad or something for some reason. why tho. isn’t parcour his forte and why did carlos make the team before jay did. like not saying he can’t do roar but come on.

honestly tho, i kinda set myself up for this. i mean i already didn’t like the second book but for some reason i thought this one was going to be different.

the writing, characterization, worldbuilding etc. is just really lazy to me, and tbh i think it just exists to squeeze more money out of this franchise.

other people with different expectations and lower standards for writing might enjoy this tho idk

[junker-town]

The Jaguars only have themselves to blame for the Jalen Ramsey debacle

Jalen Ramsey has requested a trade from the Jaguars.

In the last two years, the Jaguars have made all the wrong moves and alienated their best players.

Jalen Ramsey has been every bit the player the Jacksonville Jaguars hoped he’d be when they drafted him top five in 2016. But now the two-time Pro Bowler wants out.

It’d be easy to say his Week 2 sideline spat with Doug Marrone is the reason why he’s requested a trade. The reality, though, is that the cornerback’s frustrations with the team have been brewing for a long time. And frankly, how could they not be?

Twenty months ago, the Jaguars played in the AFC Championship against the Patriots. Had it not been for a poor officiating call in that game, the Jaguars likely would’ve gone to the Super Bowl too. In the nearly two years since, everything has fallen apart.

Jacksonville has done everything possible to alienate its best players and create the mess it currently has on its hands. Worst of all, the Jaguars are just plain bad. When Ramsey asked for a trade, they had won just two of their last 14 games, and all that losing had taken its toll.

“I just want to fucking win,” Ramsey said in a press conference less than 24 hours after reports surfaced of his request. He didn’t say much else during his presser, a change of pace for a player who’s refreshingly honest — sometimes to a fault — about his thoughts. This time, he didn’t have to spell things out, though.

It’s clear Ramsey has lost faith that the Jaguars are an organization capable of turning things around. It’s hard to blame him, considering the mistakes the team has made to slam its Super Bowl window shut.

Just one defensive player has received an extension in the last 2 years

Jacksonville’s 2017 season was a success because of its elite defense. No team in the NFL allowed fewer points, yards, plays, or time of possession per drive than the Jaguars that year. That defense forced a franchise-record 33 turnovers and finished with 55 sacks.

Six Jaguars made the Pro Bowl then, all of them defensive players: Ramsey, Calais Campbell, Yannick Ngakoue, Malik Jackson, Telvin Smith, A.J. Bouye.

Yet, the one player who was rewarded handsomely for the Jaguars’ deep postseason run was turnover-prone quarterback Blake Bortles. He signed a three-year, $54 million contract with Jacksonville that included $26.5 million in guarantees, despite finishing that 2017 season 20th in passer rating.

It, unsurprisingly, blew up in the Jaguars’ face.

Bortles didn’t magically transform into a quarterback worth that kind of money. He continued to throw too many interceptions and struggled when injuries wiped up much of the offensive talent around him in 2018. He was released after the season and the Jaguars are eating $16.5 million in salary cap space just to have Bortles off the team.

The significant investment for the Jaguars in the 2019 offseason was again at quarterback. The team dished out a four-year, $88 million deal to Nick Foles with $50 million guaranteed — bidding against themselves in the process.

Why did the #Jaguars pay so much for Nick Foles if there were no other big bidders? We discussed here. pic.twitter.com/QOiulR6dcH

— Mike Garafolo (@MikeGarafolo) March 11, 2019

It’s not the Jaguars’ fault that Foles suffered a broken clavicle less than 10 minutes into the season. It is their fault that the overpriced contract is a big reason why salary cap space is running low.

It wasn’t until the end of August when a key defensive player finally got a contract. Myles Jack — a player who wasn’t a member of the Pro Bowl sextet in 2017 — signed a four-year, $57 million contract before the 2019 season began.

But in the time between that AFC Championship run and Jack’s extension, much of the dominant defense was gutted. Defensive tackle Malik Jackson and safeties Tashaun Gipson and Barry Church were all released, defensive end Dante Fowler Jr. was traded to the Rams, and cornerback Aaron Colvin left in free agency.

Ngakoue, who tallied 29.5 sacks in his first three seasons — more than any other player in his draft class — held out from training camp in hopes of a new contract and didn’t get one. Ngakoue isn’t even half the mercurial personality that Ramsey is, but voiced his displeasure about how the negotiation played out.

#Jaguars DE Yannick Ngakoue: "They had a chance to sign me for a long-term deal but it didn't get done. It is what it is. I love football, love my teammates, and I'm here to play games." Could a deal get done before the season? "It's out of my hands. I don't even know."

— Phillip Heilman (@phillip_heilman) August 4, 2019

Ramsey also made his desire for a new contract known in 2019 and was told it wasn’t even worth asking.

Jalen Ramsey says he has been told by the Jaguars that he won’t be receiving a contract extension this year

— John Reid (@JohnReid64) June 11, 2019

That decision makes sense with Ramsey under contract through the 2021 season, thanks to the fifth-year option on his rookie deal.

However, three of the four players picked ahead of Ramsey in the 2016 NFL Draft — Jared Goff, Carson Wentz, Ezekiel Elliott — have already signed lucrative extensions that make them among the highest-paid at their respective positions. Meanwhile, Ramsey is making about $3.6 million in 2019, despite having a strong argument as the top cornerback in the NFL.

While he wants a raise, Ramsey brushed off the suggestion that it’s the reason for his trade request. But he did mention that he was happy to see Jack get a contract extension, and told the media multiple times that Ngakoue deserves one too.

Ramsey’s dissatisfaction with the Jaguars’ roster-building strategy is understandable, especially when the team is terrible on the field too.

The Jaguars’ coaching is failing the talent

One of the most surprising aspects of Jacksonville’s fall from grace was the amount of coverage busts allowed by the previously dominant defense. For some reason, the Jaguars opted to play a puzzling amount of zone defense in 2018, leading to coverage lapses.

That’s been true in 2019 too. The Chiefs carved up the Jaguars in Week 1, recording 491 total yards and 40 points due to gaping holes in the Jacksonville secondary.

TWO FIRST QUARTER TOUCHDOWNS FOR SAMMY WATKINS ‍♂️ @sammywatkins pic.twitter.com/1WclllgsjN

— The Checkdown (@thecheckdown) September 8, 2019

The Jaguars defense has too many veteran players to make those kind of mistakes, but it’s also worth questioning why the team is playing that way. There was no secret sauce to Jacksonville’s success in 2017: It bullied teams up front and locked down receivers with a pair of top-flight cornerbacks.

Ramsey is fed up with the team not getting back to what made it great in the first place:

One of the best pure cover corners, Jalen Ramsey wants to play man-to-man and lock a WR down. One issue has been having him play zone https://t.co/7RIlT8bx4X

— Ian Rapoport (@RapSheet) September 16, 2019

Two decisions by head coach Doug Marrone from the Jaguars’ 13-12 loss to the Texans have been called into question after the team’s 0-2 start. The Jaguars chose not to ride Gardner Minshew’s momentum, taking the ball out of the quarterback’s hands on a final two-point conversion try. Marrone also opted to ignore Ramsey’s pleas for a challenge earlier in the game.

The latter resulted in a blowup on the sideline.

Jalen Ramsey is not happy, part II pic.twitter.com/FzJUJR7N3t

— Rivers McCown (@riversmccown) September 15, 2019

It certainly feels as though the moment was the straw that broke the camel’s back, though Ramsey denied that was the case.

“Requesting the trade was something that has kind of been building for over a little bit of time,” Ramsey told Nate Burleson. “It was more about the front office and the organization.”

According to Ramsey, a postgame meeting with the front office was sealed the deal. “Some disrespectful things were said on their end that made me definitely walk out and call my agent as soon as I walked out,” Ramsey added.

Alas, nearly two years of bad choices by the Jaguars led to the molehill quickly becoming a mountain.

The situation doesn’t need to be resolved ASAP

This saga may end with Ramsey getting traded. The Jaguars are reportedly asking for two first-round picks, and there’s a good chance they get it — or at least something close, especially with the amount of interesting he’s receiving from around the league:

I'm told Jalen Ramsey is fine playing TNF tonight, but a source just told me he doesn't anticipate being a member of the #Jags next Sun. Teams like KC, BAL, MIN, OAK, PHI, SEA hv all made substantive inquiries, but my understanding is almost every team has at least placed a call.

— ig: josinaanderson (@JosinaAnderson) September 19, 2019

There’s still a chance Jacksonville opts to keep Ramsey instead — especially with owner Shahid Khan now advocating for the cornerback. According to the Associated Press, Khan had several meetings to try to resolve the conflict and may even consider giving Ramsey the long-term contract he wants. The AP report says the Jaguars would prefer to keep the cornerback.

Despite a win in Week 3, Ramsey hasn’t backed down on his request. He told Burleson, “I’m not sure if I’ve played my final game for the Jags yet or not, but my trade request still stands.”

Until the situation is resolved, Ramsey’s going to continue to play good football. He said as much in his press conference, and it’s in his best interest to continue proving he’s worth a pricy investment. He did, however, miss a practice ahead of Week 4 after calling in sick. Many have questioned the legitimacy of Ramsey saying he has the flu, but Marrone says he believes the cornerback and Ramsey is adamant that he was “truly sick.”

#Jaguars HC Doug Marrone said he got a message from the trainer about Jalen Ramsey’s sickness. “If you’re sick, your sick. What are you gonna do?”

— JaguarMaven (@JaguarMaven) September 23, 2019

Having Ramsey on the field is still a good situation for the Jaguars to keep benefitting from. Ramsey’s teammates seem to have his back, he says he’s focused on helping the team win, and — if the Jaguars choose to trade him — his value will be just as high after the season as it is during it.

Perhaps the Jaguars make significant changes to the coaching staff and front office before a trade happens. It’s not that far-fetched considering the Jaguars can’t find wins. And perhaps a new regime would entice Ramsey to stay. Reconciliation is probably a long shot at this point, though, even if Marrone — who doesn’t want Ramsey traded — says their Week 2 brushup has been smoothed over.

Coach Doug Marrone said that Jalen Ramsey will be suited up tomorrow. Says “Jalen and I have always had a good open relationship... we sat down yesterday and talked about what went on with him and I... that’s behind us right now...” Says Jalen is focused on playing tomorrow.

— Tiffany Blackmon (@tiffblackmon) September 18, 2019

Either way, there’s no reason for the Jaguars to rush to offload their best player while he’s helping them in the present.

Then again, it’s hard to trust the Jaguars to handle the situation any way other than poorly. Their bumbling decision-making got them into this mess and it probably won’t get them out of it.