SCHz

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Evolution of Style - A journey with Brennan Heart (full documentary)

 


ps, that guy they interview in the beginning speaking English is from SCHz

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JAGERPIRINHA
Limes
Blackberries
Raspberries
Blueberries
1.5 oz. (45 ml) Jagermeister
.5 oz. (15 ml) Simple Syrup


INSTAGRAM PHOTO CREDIT: @fx_schz

Post your cocktail pics using #TipsyBartender We will repost the best ones. Each month the pics with most likes wins $100, 2nd Place $75, 3rd Place: $50.

#drinkporn #cocktail #foodporn #cocktails #liquor#alcohol #booze #club #bar#drink #mixology #drinkup #yummy #amazing#instagood #dessert #jager #jagermestier #lime #raspberry #blueberry #blackberry

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FROZEN WATERMELON MARGARITA
2 oz. (60ml) Tequila
1 ½ oz. (45ml) Triple Sec
1 oz. (30ml) Lime Juice
1 oz. (30ml) Lemon Juice
Frozen Watermelon
Blend

INSTAGRAM PHOTO CREDIT: @fx_schz

TAG ALL YOU PICS #TIPSYBARTENDER Each month the pic with the most likes will win a Tipsy Hoodie and the Tipsy Cocktail Book.


#drinkporn #cocktail #foodporn #cocktails #liquor #alcohol #booze #club #bar #drink #mixology #drinkup #yummy #amazing #instagood #dessert #tequila #margarita #watermelon #lime

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​CHOCOLATE RASPBERRY VODKA FLOAT
Stoli Chocolate Raspberry Vodka
Coke
Vanilla Ice Cream
Raspberries

INSTAGRAM PHOTO CREDIT: @fx_schz

Post your cocktail pics using #TipsyBartender We will repost the best ones. Each month the pics with most likes wins $100, 2nd Place $75, 3rd Place: $50.

#drinkporn #cocktail #foodporn #cocktails #liquor #alcohol #booze #club #bar #drink #mixology #drinkup #yummy #amazing #instagood #dessert #chocolate #vodka #raspberry #vanillaicecream #coke #icecream #icecreamfloat #float


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FROZEN MOSCOW MULE
1 ½ oz. (45ml) Vodka
¾ oz. (22ml) Lime Juice
3 oz. (90ml) Ginger Beer
Ice
Blend

INSTAGRAM PHOTO CREDIT: @fx_schz


Post your cocktail pics using ‪#‎TipsyBartender‬ We will repost the best ones. Each month the pics with most likes wins $100, 2nd Place $75, 3rd Place $50.


#drinkporn #cocktail #foodporn #cocktail #liquor #alcohol #booze #club #bar #drink #mixolog #amazing #vodka #gingerbeer #moscowmule #moscow

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Bonds Haven’t Even Begun Pricing In ‘Trumpflation’ Yet

Since the election the financial markets have been trying to price in “Trumpflation.” This is the idea that the combination of infrastructure spending, tax cuts, rising deficits, immigration curbs and protectionist policies could reverse the disinflationary trends we have witnessed over the past few decades and more dramatically since the financial crisis. The selloff in the bond market amid surging interest rates might be the single most important piece of evidence in this regard.

Over the summer I noted we were likely witnessing the final blow-off stage of the bond bull market (see this and this). Since then the long bond has fallen nearly 15% leading many pundits to conclude it has already begun pricing in the prospect of Trumpflation. However, if you look at the data, it appears it’s just not pricing in as much deflation anymore. In fact, by some measures the yield 10-year treasury bond would still need to double in order to finish the job.

And if inflation were to actually increase from where it stands currently, yields would need to rise much further than that in order to properly price this in. Think of it this way: If inflation is running at 3-4% and rising how much of a premium to this number should an investor be paid for tying up his money for 10 years? 1%? 2%? More? Perhaps this is why “bond king” Jeff Gundlach recently suggested the 10-year yield could rise to 6% after Trump’s first term in office.

This is a big deal not just for bonds but for asset classes of all kinds that have been priced in similar fashion over the better part of the last decade. Stocks now have more interest rate risk than they have had for many years, maybe ever. It might be wise to remember the 1994 bond market crash. Just like it has over the past few months, the long bond fell 15% back then before stocks took notice and fell a quick 10% of their own. Should bonds continue their current selloff, the parallels to 1987 might be more appropriate. The long bond fell 25% during that episode, the final phase of its decline coinciding with the stock market crash that fall.

Either way, the prospect of rising inflation is something the bond market is only beginning to grapple with. It may not even materialize. There’s a good chance Trump will run into a lot more resistance than most market participants currently believe when it comes to his dramatic policy shifts. But inflation does rear its ugly head again investors may be forced to reconsider the rampant enthusiasm for financial assets that has taken hold since the election.

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GIANT WATERMELON MOJITO
5 Limes
15- 30 Mint Leaves
10 oz (300ml) Simple Syrup
15 oz. (450ml) White Rum
Top with Soda Water


INSTAGRAM PHOTO CREDIT: @fx_schz


Post your cocktail pics using ‪#‎TipsyBartender‬ We will repost the best ones. Each month the pics with most likes wins $100, 2nd Place $75, 3rd Place $50.


#drinkporn #cocktail #foodporn #cocktail #liquor #alcohol #booze #club #bar #drink #mixolog #amazing #rum #watermelon #mint

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