Title says it all. Going to suggest a player to be drafted in either the first or second round (or third for HOU at the moment) for each team, along with a player to target in free agency, and a player to potentially trade for.
Trying to avoid overlap as best I can, but some may have similar targets. Resources used include PFF, The Draft Network, and OverTheCap. Enjoy!

Arizona Cardinals (8-8)

Trade Target: DT J.J. Watt, Houston Texans - The last deal between Arizona and Houston worked out well. Why not try again and add a serious piece to their pass rushing arsenal in Watt. An ideal interior fit for Arizona, Watt would help them push for the playoffs in his final seasons in the league.
Draft Pick: C Creed Humphrey, Oklahoma - Reuniting Kyler Murray with his old center for the Sooners would be an excellent move. The Cardinals currently have Mason Cole at center, but could easily slide him over to guard to make room for Humphrey if they wanted a significant upgrade at an underrated position.
Free Agent Signing: TE Jonnu Smith, Tennessee Titans - Arizona would be wise to look at adding Jonnu Smith into the equation on offense. One of the NFL's best after the catch at the TE position, he'd be another fun weapon to slot alongside Murray and Hopkins.

Atlanta Falcons (4-12)

Trade Target: S Tracy Walker, Detroit Lions - With a new regime coming in, Detroit is headed towards an extended rebuild, and acquiring assets for up-and-down players like Walker could be a consideration. Now, still young, Walker has plenty of potential for the Falcons, and if the price is right, could be a tremendous bargain.
Draft Pick: QB Justin Fields, Ohio State - While Matt Ryan will remain the QB of the Falcons next season, due to his contract, the Falcons should plan for the future and add a Georgia native in Fields, one of the better QB's out of college football in recent years. He'd be able to develop behind Ryan under the tutelage of new head coach Arthur Smith.
Free Agent Signing: CB Mackensie Alexander, Cincinnati Bengals - The Falcons do not have positive cap space at the moment (currently projected $30 million over the limit) so even after reworking deals and cutting some players, they'll be bargain shopping more than anything else. PFF projects Alexander to fetch a deal of about 2-years, $6 million, which could be feasible for the Falcons. He'd be a solid veteran presence across from CB A.J. Terrell.

Baltimore Ravens (11-5)

Trade Target: OLB Whitney Mercilus, Houston - I list him in "trade target" as he's technically under contract in Houston going into 2021. However, it's 99% more likely that the Texans cut him and Baltimore pursues him as a newly released free agent. Kind of cheating on my listings, but I like the idea of Mercilus in Baltimore after Houston cuts him. It'd be a coup for Houston if they could get a pick for him. Mercilus is a veteran pass rusher who could step into a role in Baltimore should OLB Matt Judon depart for greener pastures...green meaning money of course.
Draft Pick: WR Rashod Bateman, Minnesota - The idea of Bateman in Baltimore remains one of my favorite potential pairings for any player likely to be selected in the first round of the draft. Similar to Keenan Allen in my opinion, Bateman could become the go-to wide receiver the Ravens lacked last season.
Free Agent Signing: G Jon Feliciano, Buffalo Bills - The Ravens need to bolster the middle of their offensive line, and a tough veteran like Feliciano could be ideal target for the Ravens. With a big contract committed to LT Ronnie Staley, a cheaper veteran like Feliciano could match price tag with talent. Good value for the Ravens.

Buffalo Bills (13-3)

Trade Target: DT Malcom Brown, New Orleans Saints - The Saints are in cap space purgatory, and thus could be looking to offload some decent players like Brown simply to get back under the cap. He's a solid starting DT who could be available for cheap in the Saints push to real in their financial situation. A strong fit next to Ed Oliver on the inside.
Draft Pick: LB Chazz Surratt, North Carolina - Given their limited cap space, the Bills may have to decide between re-signing OT Daryl Williams and LB Matt Milano. If so, a replacement like Surratt could be a smart move for Sean McDermott and co. as Surratt is a quick backer who excels in space and has shown plenty of promise in coverage.
Free Agent Signing: DE Romeo Okwara, Detroit Lions - The Bills aren't loaded with cap space (barely above 0 if the cap stays down at $175 million), but I'd imagine they'll find some ways to free some cap up. If they do, they may want to consider Okwara, a rising pass-rusher, as a replacement for some of their own departing edge rushers. He tallied 10 sacks this season after hitting 7.5 sacks in 2018 in Detroit. While not elite, Okwara's likely a solid value pass-rusher for a contender like the Bills.

Carolina Panthers (5-11)

Trade Target: DT Akiem Hicks, Chicago Bears - The Panthers just drafted DT Derrick Brown, but pairing him and Hicks together could become a dominant duo in the middle of that defense. And with DT Kawann Short a likely cut candidate, Hicks could be an instant upgrade for Carolina.
Draft Pick: LB Micah Parsons, Penn State - Forget the QB position, if the Panthers have the opportunity to land Parsons at 8th overall, they should pull the trigger. He'd be an immediate boost of speed, instincts and athleticism into their linebacker corps, a strong replacement for Luke Kuechly.
Free Agent Signing: TE Gerald Everett, Los Angeles Rams - More of a move tight end than a traditional in-line blocker, Everett could be an exceptional value signing for someone, as he's not likely to command as much money as Hunter Henry or Jonnu Smith, but is a very good player himself.

Chicago Bears (8-8)

Trade Target: QB Jimmy Garoppolo, San Francisco 49ers - Unless the Bears are set to bring back Mitch Trubisky, who played a bit better to end the season but still not strong enough, the Bears should look at the veteran QB market. While Garoppolo has had some injury issues, he's a notable upgrade over Trubisky and could give them a steady veteran presence for a couple of more years.
Draft Pick: OT Christian Darrisaw, Virginia Tech - There's growing buzz that Rashawn Slater could join Penei Sewell in the top-10, leaving him just out of the Bears' grasp. But Darrisaw is quite the consolation prize as he's a first-round caliber offensive tackle himself who could fill a big need for the offense in the Windy City.
Free Agent Signing: WR Sammy Watkins, Kansas City Chiefs - Watkins and Bears head coach Matt Nagy did not cross paths in Kansas City, but a recommendation from Andy Reid could push the two together. The Bears are another team facing some cap complications, and thus may need a cheaper replacement for Allen Robinson on the outside. If so, Watkins has been a strong complimentary receiver who could pair well with rising youngster Darnell Mooney.

Cincinnati Bengals (4-11-1)

Trade Target: G Joe Dahl, Detroit Lions - Finding protection and weapons for QB Joe Burrow is the primary goal for Cincinnati this offseason before they enter the coaching carousel in 2022. Dahl is a strong pass protector who has grown into a quality starter. However, with large contracts for C Frank Ragnow coming up, along with big deals in place for Decker and Vaitai, Detroit may need to send Dahl out for picks.
Draft Pick: OT Penei Sewell, Oregon - There is buzz that Northwestern's Rashawn Slater may be viewed as OT1, and I get the hype, however, I'm sticking with Sewell for now. The Bengals should draft Sewell and get him ready to go as their franchise left tackle in 2021.
Free Agent Signing: CB Troy Hill, Los Angeles Rams - The Bengals have a healthy chunk of cap space, and should use of that to bring back CB William Jackson III. However, they should not stop there, they should also make a push for a quality veteran cornerback like Hill to bolster their defense in the meantime.

Cleveland Browns (11-5)

Trade Target: LB Jaylon Smith, Dallas Cowboys - After looking like an elite linebacker from 2017-2019, Smith had a rough year under now fired defensive coordinator Mike Nolan. A fresh start in Cleveland could be ideal for both teams, as Smith is still young enough, 26 years, to be a strong piece to their defense for years to come.
Draft Pick: DT Daviyon Nixon, Iowa - The Browns are in a strong position at 26th overall to sit and see who the top defensive lineman on the board is. If they're lucky enough for it to be a high potential defensive tackle like Nixon, it'd be an ideal situation to bring him in the replace Ogunjobi. A defensive end like Jayson Oweh or Jaelan Phillips could also work here.
Free Agent Signing: S Marcus Williams, New Orleans Saints - The Browns could use a big upgrade on the back end, and Williams, at only 24 years old, would be a premium add for a team who finally broke through the playoffs. PFF projects Williams to command a deal around 4-years $57 million, and the Browns would likely have the money to make that happen, sitting tenth in cap space this offseason.

Dallas Cowboys (6-10)

Trade Target: CB Mike Hughes, Minnesota Vikings - Hughes was a first-round pick for the Vikings in 2018, but has not lived up to the billing so far. Dallas is in need of several new faces on its defensive backfield, and perhaps a new situation could be best for Hughes to turn his NFL career around. For Dallas, a cheap flier on defense.
Draft Pick: CB Patrick Surtain II, Alabama - The Cowboys defense is a mess at many levels, and so picking a premium defensive player like Surtain would be a wise for Dallas to get things straightened out. He's consistently been pegged as the top corner of this draft cycle and makes a lot of sense in Dallas.
Free Agent Signing: DT Dalvin Tomlinson, New York Giants - The Cowboys ranked 31st in total rushing yards surrendered in 2020, meaning they'll need to make it a priority to find a run-stuffer like Dalvin Tomlinson to get their defense back on track. While most teams are geared towards stopping the pass, you simply cannot be as bad in run stopping as Dallas was and expect to be competitive.

Denver Broncos (5-11)

Trade Target: QB Marcus Mariota, Las Vegas Raiders - An inter-divisional trade for a QB seems unlikely, but it's something for both sides to consider. The Broncos need to find a veteran QB to bring in to push QB Drew Lock, who has shown flashes in his first two years but has so far been too inconsistent to commit to long-term.
Draft Pick: EDGE Joe Tryon, Washington - More likely a second-round selection here, the Broncos should consider finding a player to develop into Von Miller's replacement, given all the complications with their star pass-rusher recently. Tryon has a high motor and excellent athleticism to develop across from Bradley Chubb.
Free Agent Signing: CB Quinton Dunbar, Seattle Seahawks - Dunbar was an excellent player for Washington previously, but did not meet expectations after getting moved to the Seahawks. Should he walk in free agency, perhaps putting him under a solid defensive coach like Vic Fangio could help him get back into the strong form that made him a coveted player in 2019.

Detroit Lions (5-11)

Trade Target: A Big Haul for Matt Stafford - We suggest one later on, but Detroit's in a full-on rebuild with Stafford wanting out. Peter King recently reported that at least five teams would be willing to offer their first-rounder for Stafford. Detroit should turn it into a bidding war and land as many draft picks as they can to bolster their rebuilding efforts.
Draft Pick: QB Trey Lance, North Dakota State - The Lions are moving on from QB Matthew Stafford after he understandably requested out. With Detroit picking at 7th, there's a very good chance that Trevor Lawrence, Justin Fields, and Zach Wilson are all off the board. Thus, unless Detroit makes a bold move up the board, chances are that they go with Lance, who has the potential to be available with their pick. He has plenty of upside to develop into a starting QB behind a veteran QB, say Tyrod Taylor, reuniting with new Lions offensive coordinator Anthony Lynn?
Free Agent Signing: LB Matt Milano, Buffalo Bills - If we were ranking worst position groups in the league, Detroit's LB corps is in strong contention. An outdated group of lethargic old-school thumpers, almost none of Detroit's LB's are capable of playing modern football at a high level. Detroit should invest some cash into someone who is, such as the Bills LB Matt Milano, an excellent backer with range and some ability in coverage.

Green Bay Packers

Trade Target: WR Michael Gallup, Dallas Cowboys - The Packers wide receivers performed quite well after all the criticism Green Bay received after not bringing in anyone for QB Aaron Rodgers. However, good is the enemy of great, and pairing Gallup with Davante Adams would give Green Bay an elite duo in terms of pass catchers.
Draft Pick: LB Nick Bolton, Missouri - If Jeremiah Owusu-Koramoah was here as well, I think he could be another strong option, but Bolton is an excellent linebacker who can fill gaps inside and fly from sideline-to-sideline.
Free Agent Signing: CB Gareon Conley, Houston Texans - Like the Falcons listed earlier, the Packers don't have positive cap space at the moment, and thus any free agent additions will likely be bargain bin deals. I like the example that PFF lists in their free agency preview, suggesting Conley could replicate Ronald Darby's return, taking a year deal with the aims of getting things turned around and landing a larger deal after that. An opportunity in Green Bay seems like a good start.

Houston Texans (4-12)

Trade Target: Every Pick they can get from the Jets - Even hiring a veteran coach like Culley to run the show and attempt to repair the relationship with Watson, it seems unlikely to me that Houston holds on, given the issues between Watson and owner Cal McNair. Thus, if forced to deal him, the Texans should aim to land at least three first rounders from a team like the Jets, who could see Watson as a better player than any of the QB's available behind Trevor Lawrence.
Draft Pick: QB Zach Wilson, BYU - This obviously assumes a trade with the Jets sends #2 overall to Houston. If so, Wilson looks like the next best bet behind Lawrence in my opinion. He, along with the boatload of additional assets that would come along in this trade, should be a solid foundation for Culley and co.'s rebuild.
Free Agent Signing: S Malik Hooker, Indianapolis Colts - The Texans will start their rebuild without any cap space, meaning that taking chances on younger guys like Hooker, 24 years old, to potentially find useful pieces is key. If they can land Hooker to play safety for them on a cheap 1-2 year deal, that'd be ideal for Houston.

Indianapolis Colts (11-5)

Trade Target: QB Matthew Stafford, Detroit Lions - Easy one here. If the Colts had Stafford in 2020 they probably would have replaced the Bills in the AFC Championship Game. Stafford is only 32 years, meaning he still has a strong 4-5 years left to help the Colts' well-rounded roster make a championship push. Surrendering a first round pick and potentially a 2022 3rd (if there competition from others) is a gamble I'd definitely make if I were Chris Ballard.
Draft Pick: DE Patrick Jones II, Pittsburgh - Assuming the Colts use their first on the aforementioned Stafford deal, then finding a balanced edge rusher like Jones would be a great move for Indy. With players like Denico Autry and Justin Houston headed to free agency (and getting old), the Colts would get a terror on the edge with a tremendous motor and tools to develop.
Free Agent Signing: WR Allen Robinson, Chicago Bears - The Colts have a large amount of cap space, second in the league according to OTC's projections. Given that they will need to conserve some of that war chest for internal extensions, they would be wise to replace T.Y. Hilton with a more dominant receiver like Allen Robinson. An offseason adding Matt Stafford and Robinson together should make Frank Reich and Marcus Brady very excited for 2021.

Jacksonville Jaguars (1-15)

Trade Target: WR Odell Beckham Jr., Cleveland Browns - If the Browns are preparing to move on from Beckham Jr., then perhaps sending him down to Jacksonville to pair up with Urban Meyer could help get him playing elite football again. After posting 1,000 yard season in 3 of the previous 4 seasons, an injury once again cut his year short.
Draft Pick: OT Dillon Radunz, North Dakota State - Not at #1 overall obviously. We all know that will go to QB Trevor Lawrence. However, with the Rams 1st round selection (acquired via the Jalen Ramsey trade), the Jaguars should look to use it on an upgrade to their offensive line in the form of Radunz.
Free Agent Signing: OLB Shaquil Barrett, Tampa Bay Buccaneers - Provided new defensive coordinator Joe Cullen brings a Ravens style 3-4 defense with him, then adding a premier OLB like Barrett while K'Lavon Chaisson develops would be a great move for Jacksonville. With the NFL's lead in cap space, Jacksonville could afford Barrett along with some other instant contributors.

Kansas City Chiefs (14-2)

Trade Target: WR Anthony Miller, Chicago Bears - The Chiefs could easily lose WR Sammy Watkins to free agency, leaving an opening for another wideout to join the rotation. Miller has been fairly productive in Chicago, and could be a solid option to join Tyreek Hill and Travis Kelce in Andy Reid's passing attack.
Draft Pick: G Alijah Vera-Tucker, USC - Vera-Tucker gets mocked to the Chiefs a lot, and it makes perfect sense why. A premier offensive line talent, he has some versatility after playing tackle for the Trojans. While I think his best fit is inside, he'd be an ideal player for Kansas City to add to bolster their protection after investing so much in QB Patrick Mahomes.
Free Agent Signing: C Ted Karras, Miami Dolphins - The Chiefs will also be bargain bin hunting, as they're currently over the cap by $18 million. Thus, a starting caliber center like Ted Karras could prove useful for the defending Super Bowl champs (at this point). Karras signed with the Dolphins for only $3 million last season, and a similar deal with KC could be an absolute bargain when all is said and done.

Las Vegas Raiders (8-8)

Trade Target: DT Akiem Hicks, Chicago Bears - I mentioned Hicks for the Panthers as well, but he'd be a great add for either team, perhaps even more so for the Raiders, who could easily see DT Johnathan Hankins depart in free agency. A disruptive player in the middle, he'd be a nice add in Las Vegas.
Draft Pick: EDGE Azeez Ojulari, Georgia - After shockingly selecting DE Clelin Ferrell at fourth overall in 2019, the Raiders have still been searching for a game changer at DE to go alongside the productive efforts of Maxx Crosby. Ojulari profiles as a high potential pass rusher to scratch that itch for Jon Gruden and co.
Free Agent Signing: S Anthony Harris, Minnesota Vikings - The Raiders may have to get creative to free up the cap space to land Harris, as they're currently over. But if they can do it, he'd be an ideal player to add to the Vegas' defense, now led by defensive coordinator Ken Whisen...uh...Gus Bradley. Harris is an elite free safety who would pair well with Jonathan Abram.

Los Angeles Chargers (7-9)

Trade Target: DT Danny Shelton, Detroit Lions - Shelton struggled in Detroit, but frankly, everyone on Patricia's defense did. Before that, Shelton posted strong results as a 3-4 interior gap-plugger, doing a quality job for both the Browns and Patriots before him. With Linval Joseph on the decline, adding a younger replacement for cheap could be in store.
Draft Pick: G Wyatt Davis, Ohio State - LA needs a couple of new starters on its offensive line, and if the tackles fly off the board before they can get one at 13th overall, then perhaps a top notch guard could also suffice. Davis has been a consistent player for the Buckeyes and projects as an instant impact lineman for someone at the next level.
Free Agent Signing: OT Alejandro Villanueva, Pittsburgh Steelers - A sturdy, veteran left tackle should be a big priority for the Chargers, as the imperative to protect QB Justin Herbert is high. After a breakout season for Herbert, he gives the franchise a ton of optimism under new head coach Brandon Staley. Keeping him upright is something Villanueva would do well at.

Los Angeles Rams (10-6)

Trade Target: QB Gardner Minshew, Jacksonville Jaguars - The Rams are in a pickle with QB Jared Goff. He has not been a strong point for the team recently, but his contract is a bit too heavy to move right now. Thus, a cheaper way to acquire some genuine competition for Goff could be to trade for the affordable Minshew, a solid starter in his own right. Jacksonville will be bringing in Trevor Lawrence anyways to replace him, so perhaps acquiring a pick or so to send him out could be a wise move.
Draft Pick: EDGE Quincy Roche, Miami - Provided that new defensive coordinator Raheem Morris isn't changing the scheme outright, Roche would be an excellent fit at 3-4 OLB in LAR. He's a dynamic pass rusher with excellent physical traits. If he falls to the Rams in the second-round they shouldn't think twice about selecting him.
Free Agent Signing: LB Jarrad Davis, Detroit Lions - The Rams are another team already over the cap, so not a lot to spend on. However, they could use some help at inside linebacker, and Davis projects to be a relatively cheap piece to take a gamble on. Physically impressive, he's struggled with the mental side of the game. If Morris can get him sorted out, it could be excellent value.

Miami Dolphins (10-6)

Trade Target: WR Julio Jones, Atlanta Falcons - The Dolphins will likely have the opportunity to draft a premier wide receiver in the first round, but could also use some of their stockpile to add an established star like Jones. Giving Tua as many options as you can is a wise move.
Draft Pick: RB Najee Harris, Alabama - Reuniting Harris and Tua in a backfield would fill a big need for the Dolphins. Whether taking him with their second selection in the first round or hoping he drops to the second, Miami should get serious about finding a talented running back,
Free Agent Signing: G Joe Thuney, New England Patriots - The Dolphins still have a decent amount of cap space (8th in the league) and could easily use some of that to target an upgrade to the interior of their offensive line by adding Thuney. Thuney crossed paths with Dolphins head coach Brian Flores in New England, and a reunion down south could be profitable for both parties.

Minnesota Vikings (7-9)

Trade Target: DT Tyquan Lewis, Indianapolis Colts - Lewis may not be on the trade block, but the Colts have both defensive tackles locked up ahead of him (Buckner, Grover Stewart). Perhaps they'd consider moving a young, promising 3-technique if Minnesota put together a quality offer for him. He'd instantly fill a need for the Vikings.
Draft Pick: EDGE Gregory Rousseau, Miami - With the failed Yannick Ngakoue tenure, the Vikings still need to find a premium pass rusher. Rousseau sat out 2020, but was dominant the year before and projects as a highly athletic piece for Zimmer to develop.
Free Agent Signing: OT Matt Feiler, Pittsburgh Steelers - Feiler offers a lot of versatility, which works great for Minnesota, as they could insert Feiler as a starting tackle, or slide G Ezra Cleveland into the LT position and put Feiler in at guard. Either way, a relatively affordable upgrade on the OL.

New England Patriots (7-9)

Trade Target: TE Zach Ertz, Philadelphia Eagles - The Eagles are another team finding themselves in a less-than-ideal cap situation, and thus, will likely explore moving a top player like Ertz. While the Patriots have drafted a handful of decent role players at TE, they've lacked a player of Ertz's caliber. He'd be a nice upgrade to help whomever the Patriots land at QB.
Draft Pick: WR Jaylen Waddle, Alabama - It seems unlikely that Devonta Smith or Ja'Marr Chase slip to New England, but I'd imagine they'd be perfectly content with a potential stud like Waddle to bolster their mediocre group of pass catchers. He's a very smooth player with a lot of potential.
Free Agent Signing: QB Andy Dalton, Dallas Cowboys - Dalton got off to a rough start with Dallas in relief of QB Dak Prescott, scoring a total of 13 points in 2 games while throwing 1 touchdown to 3 interceptions. However, he was admirable after that, throwing 13 touchdowns to 5 interceptions while posting a 4-3 record over that stretch. Dalton could be an upgrade over Cam Newton for New England while they hunt for a new franchise QB to replace Tom Brady.

New Orleans Saints (12-4)

Trade Target: Draft Picks for Kwon Alexander, Nick Easton, or Latavius Murray - The Saints game isn't necessarily who they should bring in, but if they can get picks for some players with bloated contracts that they may need to cut. If they can score some late-round picks to move these guys (or others) elsewhere, they need to pull the trigger.
Draft Pick: WR Kadarius Toney, Florida - While it seems like the hype train on Toney has left the station, it'd be incredible if he slipped to the Saints at 28th overall in this draft. An explosive player, he'd be an ideal partner for WR Michael Thomas, giving Taysom Hill or maybe Jameis(?) some excellent weapons.
Free Agent Signing: TE Jacob Hollister, Seattle Seahawks - The Saints, as mentioned, are in cap purgatory. Their signings will be quite minimum once they make the trades, cuts, and restructures required to get them back under the cap. However, one cheaper option could be a solid TE like Hollister, as TE Jared Cook is set to depart. Putting up 25 catches including 3 touchdowns at a price tag a shade over $3 million could be in New Orleans price range.

New York Giants (6-10)

Trade Target: G Gabe Jackson, Las Vegas Raiders - Jackson has been rumored to be available for a little while now. Not yet 30 years old, he's a steady veteran option on the interior of any offensive line and would fit quite well with the Giants.
Draft Pick: WR Devonta Smith, Alabama - If the Dolphins don't take Smith, the Giants certainly should. Ensuring that QB Daniel Jones has the weapons he needs to grow into the franchise QB role is pertinent. Smith is a stud pass catcher and would be an excellent pick if he were on the board at 10th overall.
Free Agent Signing: EDGE Matt Judon, Baltimore Ravens - The Ravens have let a handful of pass rushers walk, and if they do so with Judon this year, the Giants should go get him. While Yannick could also be a Ravens OLB on the market, Judon fits Joe Judge's style a little bit more than Yannick does, and could be available for cheaper, which is important for another cap squeezed team like the Giants.

New York Jets (2-14)

Trade Target: QB Deshaun Watson, Houston Texans - As I do think Justin Fields or Zach Wilson can be good franchise QB's, Watson already is an exceptional one. The Jets should put together a package of picks to go land the beleaguered QB and unite him with Robert Saleh, whom he listed as one of the guys he originally wanted Houston to interview.
Draft Pick: WR Amon-Ra St. Brown, USC - Assuming the Jets send both first-round selections to the Texans in the hypothetical Watson trade, the Jets would still have a premium pick to start off the second-round, one they should use to add a top tier WR like St. Brown who could be a star quickly.
Free Agent Signing: CB William Jackson III, Cincinnati Bengals - If the Bengals can't lock Jackson up to an extension before free agency, the Jets should throw some cash at him to be a foundational piece of Saleh's defense in the Big Apple.

Philadelphia Eagles (4-11-1)

Trade Target: Draft Picks for Zach Ertz, DeSean Jackson, and Alshon Jeffery - Like the Saints, the Eagles probably should focus on offloading bloated contracts rather than bringing anyone in. The cheap rookie contracts that draft picks provide will be needed to steer themselves out of cap purgatory.
Draft Pick: WR Ja'Marr Chase, LSU - The Eagles and Chase are an ideal fit, and new head coach Nick Sirianni sure could use the big play ability that Chase provides. Whichever QB ends up getting the start, they'll be happy to have a guy like Chase to throw to.
Free Agent Signing: CB Bashaud Breeland, Kansas City Chiefs - The Eagles have a horrific cap situation themselves, and thus, a lower-end veteran like Breeland can give them a solid starter at an affordable price as the Eagles try and sort out their defense.

Pittsburgh Steelers (12-4)

Trade Target: QB Sam Darnold, New York Jets - The Steelers may have brought in Dwayne Haskins, but frankly I have little faith there. Instead, they should call up the Jets to figure out what Darnold will cost them. One season behind Roethlisberger in his final go could be a great change of pace for Darnold before taking over.
Draft Pick: RB Travis Etienne, Clemson - Everyone is too cool for elite running backs in the wannabe scouting world. But Etienne is a stud, and the Steelers need a big upgrade at running back. If they don't like their options for QB late into the first, they should give serious weight to taking Etienne and landing an elite player rather than reach for a lesser player elsewhere.
Free Agent Signing: G Elijah Wilkinson, Denver Broncos - Wilkinson had a very rough 2019 season, but has been a good deal better in 2020. He's still on the younger end, not even 26 years old, and could be an affordable gamble for Pittsburgh, who also needs to find their way back under the cap ($35 million over).

San Francisco 49ers (6-10)

Trade Target: QB Matthew Stafford, Detroit Lions - If the Colts don't land Stafford, the 49ers absolutely should. Pairing Stafford and Kyle Shanahan would be fun to watch, and he'd be a much most consistent player for the 49ers than the oft-injured Jimmy G. It's a big move, but one Shanahan may want to consider to make another championship run.
Draft Pick: CB Caleb Farley, Virginia Tech - If the 49ers don't move for Stafford and keep their first-round selection, they should target a top tier corner like Farley as they have a handful of corners (Sherman, Witherspoon, Williams) set to hit the open market.
Free Agent Signing: DT Shelby Harris, Denver Broncos - The 49ers top priority should be retaining OT Trent Williams, but after that, adding a veteran pass rusher on the interior could be a good move. Harris has been a consistent player for Denver, but has yet to be rewarded with a big opportunity, something he could get here alongside Nick Bosa and Arik Armstead.

Seattle Seahawks (12-4)

Trade Target: DT Jonathan Allen, Washington Football Team - I'm not sure the Football Team would move him, but he is on the final year of his deal, and Washington's going to have weigh future deals for DE's Montez Sweat and Chase Young into the equation. If they aren't willing to pony up for three studs on the defensive line, they may look to add some picks in exchange for Allen.
Draft Pick: CB Greg Newsome II, Northwestern - A late riser up the board after a stellar junior year in Evanston. Newsome has ideal size (6'1, 190 lbs) for Seattle and could help fill a gap if they have to choose between Shaquill Griffin and Quinton Dunbar.
Free Agent Signing: DE Carl Lawson, Cincinnati Bengals - A really good fit here, as the Seahawks very much need some pass-rushing help. Lawson has been an excellent player for the Bengals and could find the chance to compete in the playoffs if he heads west for Seattle.

Tampa Bay Buccaneers (11-5)

Trade Target: QB Sam Darnold, New York Jets - The Bucs are another team that should explore the asking price for Darnold. While Brady is still winning his battle against time, it seems unrealistic to expect it to continue for too much longer. The Bucs could potentially land his heir apparent in Darnold.
Draft Pick: Christian Barmore, Alabama - Between Barmore and Daviyon Nixon, I think both have a case to make as DT1 in this class, but Barmore projects as a bit better fit to Todd Bowles' 3-4 defense than Nixon does. The Bucs add an impact defensive lineman to pair on the inside with Vita Vea, giving them flexibility in replacing Ndamukong Suh.
Free Agent Signing: OLB Tyus Bowser, Baltimore Ravens - The Bucs have a good chunk of cap space available, but will need to prioritize some re-signings like LB Lavonte David, OLB Shaq Barrett, and TE Rob Gronkowski. Thus, they may not have a lot of cash to throw out there after bringing back some of their own. Bowser is a good value to add as a rotational pass rusher, scoring some decent grades from PFF as a backup for Matt Judon and Yannick in Baltimore. An expanded role in Tampa could pay off for both sides.

Tennessee Titans (11-5)

Trade Target: OLB Jacob Martin, Houston Texans - As sad as it is, Martin's 3 sacks in 2020 would have led the team for Tennessee. In a passing era, you need to get after the QB better than the Texans are doing. While team's are hesitant to trade within the division, the Texans should be more focused on acquiring picks to rebuild, which they could get by moving a decent rotational pass-rusher.
Draft Pick: OLB Joseph Ossai, Texas - Really the Titans should be focused on landing a high potential pass-rusher, and Ossai figures to be a hot name in that range. He's a springy pass rusher who can inject some life into one of the league's worst team's at getting to the QB.
Free Agent Signing: WR T.Y. Hilton, Indianapolis Colts - After a strong season in 2020, WR Corey Davis seems a bit unlikely to return, as he'll likely fetch more on the market than the Titans can afford to pay him. Thus, they should consider adding a veteran replacement to pair with budding star A.J. Brown at wide receiver.

Washington Football Team (7-9)

Trade Target: QB Deshaun Watson, Houston Texans - Another team I think should really make a push for Watson. It'll cost them at least a 2021 and 2022 first-round pick, along with probably another second and DT Jonathan Allen or some other player. It could definitely cost more than that! But Watson would solidify Washington as the top team in the NFC East for the next few years. With QB and DE locked in with Watson, Sweat, and Young, this could be a potential dynasty in the division.
Draft Pick: OT Teven Jenkins, Oklahoma State - A potential second-round target, Washington should look to find a developmental tackle to eventually slot into their lineup. Morgan Moses and Cornelius Lucas were a solid pairing last year, but both are about to turn 30 years old, and Jenkins has a lot of potential. A year to develop before taking a spot in the starting lineup would ideal for everyone involved.
Free Agent Signing: WR Kenny Golladay, Detroit Lions - Washington managed to build a passing attack out of Terry McLaurin and a handful of role players at RB and TE. While it worked in 2020, it does not seem very sustainable, as Washington should use its cap space to bring in a premier WR to pair with Terry McLaurin. Pairing up McLaurin's speed with Golladay's ability to go win contested balls is an ideal complementary pairing.

The cannabis market right now is so similar to the start of the green energy market.. its nowhere near done being bullish. Save for some small dips, there will very likely be a huge bullish trend for 2021. EVEN NASDAQ AGREES. I’ve posted my positions a few times, and I’ll continue to do so. But this is my reasoning for investing in cannabis stocks in general for 2021.

• I've been a bull on cannabis since the democrats had a strong pro-cannabis platform. But what made me go balls deep into the market was that the UN changed its classification of cannabis. Countries follow the UN closely for guidance on their own classification of controlled substances. Congress has repeatedly cited the UN’s classification as one of the reasons for not changing it. Several countries immediately changed their stance on cannabis in response to this, including Israel, which In November 2020, announced that it was moving forward with a plan to legalize recreational cannabis nationally. “The country is aiming to implement recreational legalization within nine months, and even if there are delays, that means mid-to-late 2021.” (This is my reason for investing in Canadian cannabis companies, because they are already poised to expand internationally since its legal there nationwide)

​

• THE SENATE IS NOW BLUE! The Georgia runoffs were won by Democrats, and they can now swing the vote left with VP Harris. She promised it as part of her platform, so we know it will be prioritized. CHUCK SHUMER SPONSORED THE MORE ACT. HE WILL BE SENATE MAJORITY LEADER. IT WILL 100% BE PRIORITIZED BETWEEN HIM AND VP HARRIS.

​

• EVERYONE predicted beforehand that the republicans would win Georgia... everyone talked down decriminalization passing the house because of they believed it would NEVER pass the republican majority senate. But the left spent more than any senate race in history to encourage voters to go out and vote. Only once the race started did it become clear that the left had a chance. Then some gains from the surprise that they won. However the gains from 1/5 onwards definitely hasn’t been priced in for all the future legislation, because some of it will be completely new legislation that wasn’t possible to consider before without a blue senate. THIS HASN'T BEEN PRICED INTO THE MARKET YET.

​

• The SAFE BANKING ACT has bipartisan support, and is likely to pass BEFORE decriminalization because it is tied into some stimulus bills.

​

• The government is broke post-COVID. There is a terrible image of the police. They don’t want to waste more resources on cannabis related crimes that would be fixed under decriminalization. And the tax revenue from decriminalization would be significant. Decriminalization (THE MORE ACT) opens up the borders to interstate-commerce and international import/export. This would all trickle down into Uncle Sam’s empty pockets.

​

• New York Governor Cuomo announced on Jan 6 his plan to legalize marijuana for adult use (right after New Jersey vote, as I anticipated in my last post) as part of his State of the State agenda. The next step is a ripple out on the North East. NY didn’t want to miss out on tax revenue, neither will any of the other states in the northeast within driving distance of NJ and NY. This is Cuomo’s third attempt in three years to legalize adult-use cannabis in the state; last year, Cuomo included a legalization proposal in his state budget, but the plan was ultimately cut in the wake of the COVID-19 pandemic.

Other ongoing state legislature:

• Rhode Island: Regulators have received 45 applications for six new medical cannabis dispensary licenses in the state. If all applicants meet the requirements for a license, six will randomly be selected in a lottery to operate retail locations in different regions across the state. Read more
• Missouri: Rep. Shamed Dogan has filed legislation that would place an adult-use cannabis legalization measure on the state’s 2022 ballot. Meanwhile, Missourians for a New Approach has announced plans for a separate 2022 ballot initiative after an unsuccessful signature campaign to get the issue before voters in 2020. Read more
• Alabama: Sen. Tim Melson plans to reintroduce a medical cannabis legalization bill this year. Medical cannabis legislation passed the Alabama Senate during the 2020 session, but failed to clear the House. Read more
• Illinois: Illinois lawmakers have proposed the creation of 75 new cannabis retail licenses to give disadvantaged and minority applicants a second chance at licensing following the controversial licensing lottery to issue an initial 75 dispensary licenses. A work group made up of lawmakers and members of Gov. J.B. Pritzker’s administration met this week to finalize details of the bill, which will be introduced in a lame-duck session that starts Jan. 8, before new lawmakers are sworn in Jan. 13. Read more
• Minnesota: House Majority Leader Ryan Winkler is again renewing his push to legalize adult-use cannabis in the state, announcing plans to reintroduce a legalization bill this year. Winkler told WCCO that he sees “Senate leadership as being the number one obstacle,” but said that if lawmakers agreed to place an adult-use legalization initiative on Minnesota’s 2022 ballot, “it would pass overwhelmingly.” Read more
• Virginia: Del. Steve Heretick has reintroduced a bill to legalize adult-use cannabis. Heretick has proposed legislation related to decriminalization and legalization in the past, and this year’s bill would legalize the cultivation, sale and consumption of cannabis in the state. Read more
• Connecticut: Gov. Ned Lamont renewed his push for adult-use legalization during his State of the State address Jan. 6, announcing that it is a priority for the new legislative session. Connecticut’s 2021 legislative session opened Jan. 6, and Lamont, a Democrat, kicks off the session with increased majorities in the House and Senate, which could increase his chances of passing an adult-use legalization bill. Read more

Now that you understand why I’m going green, here’s my reasoning for my positions.
TLRY (Tilray)

• largest cannabis company in the world by revenue post merger. Will run out of Seattle and New York City. New York Legalization on top of senate turning blue is a big catalyst for TLRY.
• Merger hasn’t completed yet, and the merger happened before the senate went blue.. that was the gamble APHA was making, and they won. The sky is the limit now. When they merge, they will reduce expenses and be much more likely to post profitable quarters. (This is why mergers have so much hype; the sum is > than their parts because they can reduce operating expenses while maintaining revenue from the two companies)
• Tilray CEO Brendan Kennedy: “I think medical cannabis will be legal at the federal level, which means medical cannabis can cross state lines and be imported into the U.S., like we export cannabis from Canada and Portugal to about 15 countries now,” Kennedy said. “Anyone who thinks there’s a state-specific medical market is wrong.” As for the recreational market, Kennedy says the state-specific markets, with interstate trade banned, “are not going to last long.” Kennedy believes that cannabis will be distributed like alcohol and tobacco within two years’ time. That would require significant overhaul of US federal drug laws—and would significantly disrupt all US cannabis companies’ existing business models. Brendan Kennedy, the cannabis billionaire will step down as Tilray's chairman and CEO. Irwin D. Simon, Aphria's current chairman and CEO will take Kennedy's place.
• [On December 18, 2020, just three days after the U.S. Senate adopted the Cannabidiol and Marihuana Research Expansion Act (CMREA or the Act) (more on this below), the U.S. Drug Enforcement Administration (DEA or the Administration) published in the Federal Register a final rule, “Controls To Enhance the Cultivation of Marihuana for Research in the United States” (Rule), which finally paves the way for DEA to issue additional licenses to grow “marihuana” (i.e., cannabis) for research purposes.](https://www.jdsupra.com/legalnews/on-heels-of-senate-s-adoption-of-36129/)

GNLN (Greenlane Holdings)

• One of the largest global sellers of premium cannabis accessories. Pax/JUUL/Volcano products. I’ve had Pax products, and although I prefer Arizer because of the affordability, I can’t deny Pax has quality products and is like the “iPhone” of vaporizers. I like their products, I like their branding. There’s lots of hype and loyalty, especially with their Volcano desktop vaporizer.
• Strong US brands.
• The main reason they did poorly was bad timing. They IPO’d during the year that JUULs started being banned. They’re actually at all those levels again. Theres a ton of upside potential.
• Market cap is ridiculously low for some really renown brands all because of the JUUL flavor pod ban. Everyone knows Pax, Volcano, and JUUL. But no one knows Greenlane because of the bad timing of their IPO and the subsequent JUUL flavor ban. It’s crazy. They’ve already broke all time high for the year. But I’m holding until they break 1B market cap.
• Recently became the exclusive distributor for the world's first gravity powered contactless water hookah.
• Overall i think too many people count it out just because of their IPO and subsequent decline in JUUL sales from the JUUL flavored pods ban. They definitely have the potential because of their strong branding and quality products. I’m betting on them having more high quality products in the future with equally loyal customers.

​
SNDL (Sundial Growers)

• SNDL must close above $1 per share for 10 consecutive sessions by June 26, 2021 or it will be delisted from NASDAQ. People see this as a fear factor, I see this as “they will do anything necessary to reach $1 for a week so they won’t be delisted”.. IMHO reverse splitter probably isn’t on the table since they could have done that in 2020, but instead applied for a 6 month extension after announcing “alternative strategic investments”. We can already see this by their predatory loan SPAC spinoff.
• Rumors of a merger with CGC; SNDL also purchased a SPAC recently and entered an agreement with Zenabis, immediately claiming they defaulted. Turning that SPAC into predatory loan/debt repurchasing company. Imo if they want to complete a merger, it would be easy to sell ownership through that SPAC to the buyer.
• THEY RECENTLY WENT DEBT FREE by selling off unprofitable assets in the business. This means we are much more likely to see earnings in future quarters, and they are much more attractive for mergers.
• Because they are indoor growers, they are more likely to be bought up by a company in the consolidating Canadian cannabis market than fail all together. The amount of space licensed to grow cannabis in Canada is now heavily skewed toward outdoor cultivation instead of indoor for the first time, according to new data from Health Canada. A growing population of licenses for outdoor growers means that there aren’t as many indoor licenses being given out... If a company ANYWHERE IN THE WORLD wants to quickly expand into indoor growing OR into the west, they would have to purchase an existing company that has the license to quickly do so. This is WAY faster, and a guaranteed way to obtain a license rather than applying for one and waiting x amount of months and be rejected for some requirement that wasn’t met.
• From my own experience, outdoor cannabis is subpar quality to indoor grown cannabis. So a growing market for outdoor cannabis doesn’t necessarily mean its better... it is likely just cheaper. I would imagine a high quality “craft cannabis” company would want to purchase SNDL, or an existing outdoor growing company that wants to quickly expand to indoor grown cannabis. With this being a Canadian company, there’s a chance a company in another country like Israel would be interested in purchasing it in the near future.

​
PLNHF (Planet 13 Holdings)

• Biggest tourist trap in Las Vegas if you’re a stoner, casual smoker, or just wanting to try it. From my own experience, I think they will continue to be successful. If I went around the US trying other brands I’d probably be more confident in putting 5-10% of my portfolio into those picks or choosing to not include them lol. Like for example, I used to have Curaleaf. But there's tons of bad feedback on Curaleaf, a friend has tried it said the nug is really subpar quality and if I tried their nug I’d probably confirm that I wouldn’t want to invest in them. With PLNHF, i’ve seen the ambience and tried the product myself. It’s definitely a lot of hype price wise, but still quality. This is my own bias showing, but I still think they’ve got solid fundamentals and excellent location/strong US branding.

​
I’m well aware of other good stocks like GTBIF, CRLBF, SSPK, TCNNF, GRWG.. but these stocks haven’t been swinging as hard in response to pro-cannabis news. E.g. TLRY, SNDL, GNLN swung more than 20% some days from pro-cannabis news...I will likely reduce my current positions shortly after inauguration, after some news about the timeline for cannabis legislation, and diversify my positions more between these other good picks.
​
2021 is the year of cannabis boys

Welcome to Lost in the Sauce, keeping you caught up on political and legal news that often gets buried in distractions and theater… or a global health crisis.
I am doing a separate post for the insurrection and related events. I think it is important to make sure the news in this post doesn't get overlooked.
Housekeeping:

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Russia

A new report by the Office of the Director of National Intelligence (ODNI) found that Trump political appointees politicized intelligence around foreign election interference in 2020, resulting in significant errors. ODNI analytic ombudsman Barry Zulauf delivered the report to Congress on Thursday: “Analysis on foreign election interference was delayed, distorted or obstructed out of concern over policymaker reactions or for political reasons.” The biggest misrepresentation of intel involved diminishing the threat posed by Russia and overstating the risk of interference from China.

“Russia analysts assessed that there was clear and credible evidence of Russian election influence activities. They said IC management slowing down or not wanting to take their analysis to customers, claiming that it was not well received, frustrated them. Analysts saw this as suppression of intelligence, bordering on politicization of intelligence from above.”

• WaPo: Zulauf, a career official, also found an “egregious” example of attempted politicization of the Russian interference issue in March talking points on foreign election threats, prepared “presumably by ODNI staff” and “shaped by” then-Director of National Intelligence Richard Grenell.

The Justice Department and the federal judiciary revealed that the Russian Solar Winds hack also compromised their computer systems. 3% of the DOJ’s Microsoft Office 365 were potentially affected; it does not appear that classified material was accessed. The impact on the judiciary seems much more significant, jeopardizing “highly sensitive confidential documents filed with the courts.”

The sealed court files, if indeed breached, could hold information about national security, trade secrets and wiretap transcripts, along with financial data from bankruptcy cases and the names of confidential informants in criminal cases...

Appointees

D.C. Attorney General Karl Racine has accused U.S. Agency for Global Media Director Michael Pack of funneling $4 million in nonprofit funds to his own for-profit company. In a civil lawsuit filed last week, Racine states that for over 12 years, Pack used a nonprofit company he owned to direct money to his private documentary company, enabling “Pack to line his company’s coffers with a stream of tax-exempt dollars without...a competitive bidding process, public scrutiny, or accounting requirements regarding its spending.”
Employees at Voice of America have filed a whistleblower complaint accusing Pack of using the agency “to disseminate political propaganda in the waning days of the Trump administration. The staffers take issue with a planned speech by Secretary of State Mike Pompeo to be broadcast from VOA headquarters. The event, to be attended by a live audience, “is a specific danger to public health and safety” in the middle of a pandemic. Finally, the whistleblowers say the event is “ a gross misuse of government resources,” costing at least $4,000 in taxpayer funds to date and using 18 employees who would otherwise be producing VOA content.
Acting Defense Secretary Chris Miller has announced his appointees to the panel set to rename confederate military bases and plan the removal of confederate symbols/monuments. Most controversially, Miller named White House liaison Joshua Whitehouse, who oversaw the purge of the Defense Policy Board and the Defense Business Board last month. The other three Miller-appointees are former acting Army general counsel Earl Matthews, acting assistant secretary of Defense Ann Johnston, and White House official Sean McLean. The remaining four members will be appointed by the Senate and House Armed Services Committees.

• The 10 Army posts named in honor of Confederate generals are Camp Beauregard and Fort Polk in Louisiana, Fort Benning and Fort Gordon in Georgia, Fort Bragg in North Carolina, Fort A.P. Hill, Fort Lee and Fort Pickett in Virginia, Fort Rucker in Alabama, and Fort Hood in Texas.

Trump

The Trump Inaugural Committee, a nonprofit, improperly paid a $49,000 hotel bill that should have been picked up by Trump’s for-profit business. D.C. Attorney General Karl Racine revealed the allegation in an existing lawsuit against the committee, which already accuses Trump’s hotel of illegally pocketing about $1 million of donors’ money. “The Trump Organization was liable for the invoiced charges...The [Committee’s] payment of the invoice was unfair, unreasonable and unjustified and ultimately conferred improper private benefit to the Trump Organization.”
The Professional Golfer’s Association voted last night to move the 2022 PGA Championship from Trump’s Bedminster course. Jim Richerson, PGA of America president, said in a statement that “it has become clear that conducting” the championship at Trump’s property would “be detrimental to the PGA of America brand” and put the organization's ability to function "at risk."
Amid speculation that Trump may spend inauguration day at his Scottish golf course, Scotland First Minister Nicola Sturgeon warned him that even presidents can’t break the country’s pandemic restrictions. “We are not allowing people to come into Scotland now without an essential purpose, which would apply to him, just as it applies to everybody else. Coming to play golf is not what I would consider an essential purpose,” she said.
Trump is on a Presidential Medal of Freedom spree, giving out the award to sports figures and Republican allies. Last Monday, Trump awarded the medal to Rep. Devin Nunes for his work undermining the FBI’s investigation of Russia’s election interference. “Devin Nunes’ courageous actions helped thwart a plot to take down a sitting United States president,” the White House press release states. Likewise, Trump gave the medal to Rep. Jim Jordan (R-OH) for his “effort to confront the impeachment witch hunt” and “exposing the fraudulent origins of the Russia collusion lie.”

• The day after Trump supporters rampaged through the Capitol, Trump awarded the medal to retired professional golfers Annika Sorenstam and Gary Player. The president planned on giving New England Patriots coach Bill Belichick the medal on Thursday, but he declined the offer, saying that “the tragic events of last week occurred and the decision has been made not to move forward with the award.”

Courts

Dominion Voting Systems filed suit against pro-Trump lawyer Sidney Powell for defamation. Powell falsely claimed that Dominion had rigged the election, that Dominion was created in Venezuela to rig elections for Hugo Chávez, and that Dominion bribed Georgia officials for a no-bid contract,” the lawsuit states. Citing millions spent on security for employees, damage control to its reputation, and future losses, Dominion requests damages of more than $1.3 billion.

• Dominion's lawyer told reporters last week the lawsuit against Powell “is just the first in a series of legal steps.” Ari Cohn, a free speech and defamation lawyer, told WaPo: “If I had to guess I would say that [Poulos] wants a very public vindication with a ruling establishing that Sidney Powell defamed them and that her statements were baseless...That's not something you generally get in a settlement agreement.”
  
• Just last week, Trump again said at a rally that Dominion machines allowed “fraudulent ballots” to be counted during the 2020 election (clip).
  

The Supreme Court declined to fast track eight Trump-related cases related to the 2020 election, ensuring they won’t be taken up before Biden’s inauguration. The cases include one brought by attorney Lin Wood against Georgia’s Secretary of State, the so-called “Kraken” cases, and three brought by Trump’s campaign. It is possible the lawsuits will be declared moot after Biden is sworn in.
The Supreme Court has agreed to hear two cases alleging that the Treasury Dept. incorrectly distributed Coronavirus aid meant for tribal governments. The Lower 48 Tribes argue that Alaska Native Corporations (ANCs) are not eligible for CARES Act funding, while the Trump administration wants to divvy up the money between tribes and ANCs.

Immigration

A federal judge blocked the Trump administration’s final attempt to restrict U.S. asylum laws. District Judge James Donato (Obama appointee) ruled in favor of advocacy groups who argued that acting Homeland Security secretary Chad Wolf lacked authority to impose the new rules, which would have resulted in the denial of most asylum applications.

“The government has recycled exactly the same legal and factual claims made in the prior cases, as if they had not been soundly rejected in well-reasoned opinions by several courts,” Donato wrote. “This is a troubling litigation strategy. In effect, the government keeps crashing the same car into a gate, hoping that someday it might break through.”

On Monday, acting Homeland Security secretary Chad Wolf submitted his resignation, citing the recent court ruling that he is not a valid appointee to the position. His resignation letter does not cite the Capitol riots or Trump’s language inciting the insurrection. FEMA Administrator Pete Gaynor will be the new acting secretary.

"Unfortunately, this action is warranted by recent events, including the ongoing and meritless court rulings regarding the validity of my authority as Acting Secretary. These events and concerns increasingly serve to divert attention and resources away from the important work of the Department in this critical time of a transition of power," Wolf added.

A new Immigration and Customs Enforcement policy will make it harder for immigrant minors to obtain asylum in the U.S. The change was made at the end of last month by then-acting agency leader Tony Pham, who served in the position for less than five months.

Beginning Dec. 29, ICE officers were told that they must review whether an immigrant child is still “unaccompanied” each time they encounter the minor… The memo indicates that the evaluation by ICE officers can come at any time, including when an officer is reviewing immigration court records of a child, and if it’s determined that an immigrant is no longer unaccompanied, they will move to change their status.
Such a change could lead to making some children ineligible to have their asylum claims initially heard and processed… “If implemented aggressively, this policy could significantly decrease the number of children who ultimately receive asylum in the United States,” said Sarah Pierce, an analyst at the Migration Policy Institute. “They are really putting the onus on ICE officers to do everything they can as frequently as they can to remove these designations.”

The Trump administration is still awarding border wall contracts, even in areas where private land has not yet been acquired. The move will make it more difficult for Biden to stop construction of the border wall.

Attempts to halt construction completely, as Biden promised, will prove difficult, particularly if contracts continue to be struck -- a challenge [acting Customs and Border Protection Commissioner Mark] Morgan acknowledged Tuesday. "They could terminate those contracts if they want to, but that's going to be a very lengthy, messy process," Morgan said.
"We're going to have to go into settlement agreements with each individual contractor," Morgan added, noting, that payments will have to be made for what they've already done, as well as for materials produced. He estimated the process could cost billions.

Trump is set to visit Alamo, Texas, today to celebrate the completion of more than 400 miles of the border wall. You can watch the event on YouTube at 3:00 pm eastern.

Miscellaneous

Stories that didn’t fit in the above categories...
The Trump administration auctioned off leases to drill oil in Alaska's Arctic National Wildlife Refuge last week. Only two private companies bid, each winning large tracts of land. Knik Arm Services, from Alaska, paid $1.6 million for a 50,000-acre tract along the Arctic Ocean. A subsidiary of Australian company 88 Energy paid $800,000 to win the smallest tract.
One of the Health and Human Services Department’s final acts under Trump was finalizing the removal of Obama-era regulations barring discrimination among HHS grantees. The change will allow recipients of federal grant money - like adoption and foster agencies - to discriminate against LGBTQ people and those of a different religion.

Human Rights Campaign: “Statistics suggest that an estimated two million LGBTQ adults in the U.S. are interested in adoption… Further, research consistently shows that LGBTQ youth are overrepresented in the foster care system, as many have been rejected by their families of origin because of their LGBTQ status, and are especially vulnerable to discrimination and mistreatment while in foster care. This regulation would only exacerbate these challenges faced by LGBTQ young people.

So, this DD isn't actual TA. It is a series of (what I believe) are very safe assumptions: a combination of political analysis, energy trends, and inevitable nation-wide "must have" investments. WARNING: this is long. By necessity, one assumption leads to another. I'll give you the one sentence TLDR up front, but because this is an assumption-chain, I encourage you to read this post
----
TL/DR:
In order for Biden to get a quick win for what is looking like unfavorable (to Dems) 2022 midterms, he will first shoot for a massive infrastructure bill. Either way Georgia goes, Dems won't blow up the filibuster. Therefore, if he wants to have any "green" policies in his first term, he has to make it super amenable to Republicans. (1) Connecting **rich** renewable areas (mostly Republican states) by extensive HVDC lines to (2) an enhanced nationwide Grid (HVDC lines) will kill two birds with one stone. This ^ infrastructure is inevitable, either way. $GE is the #1 and only American HVDC provider, 220k workers +. $GE Renewables don't contribute to revenue right now, but HVDC + Wind (which will be yuge) make it a massive discount rn.
-----
I am going to lay down a series of linear assumptions and realities below. I feel like these assumptions are all safe, therefore, it is highly likely that the outcome I describe comes to fruition within the next 4 years.

1. EVs are going to see mass adoption. Every automaker + Apple is trying to get in on this. BEV advantages are simply too great. It is highly likely that by 2025, 30% or more of the U.S. fleet will be electric. This will only continue to 2030.
   
2. This will cause big increases in demand on the grid. Go google around: Grid owners are ecstatic about this. The average American home uses ~33 kWh of energy per day. I own a model 3, and BARELY drive (i dont commute) and still use ~10kWh per day for driving. A commuter may use around 30-35 kWh per day just to drive. By 2025, if ~30% of the U.S. fleet is electric, that'll cause a significant increase in grid demand. More important, though, is that energy generation investment takes time. Grid owners know this is coming. They will beef up generation faster and faster as the U.S. economy becomes more electrified instead of based on fossil fuels.
   
3. Added capacity is likely to be green. This has 2 causes. (1) Finance: Coal isn't cost competitive with solar and wind anymore. Solar is getting very, very cheap and more and more efficient. Offshore wind is having a renaissance. Nuclear is greener, but more expensive (~$4,200 per kW), and NIMBYism will prevail. Solawind + batteries is cheaper than $4,200 per kW right now. Additionally, Alaskan oil can't even get bank financing now, and Coal isn't expanding. People see the end is near. (2) Politics. Dem administration for the next 4 years, and green energy isn't the political football it was 10 years ago. Fighting renewables isn't the focus of the right anymore. Additionally, Democrats resist natural gas expansion: remember the Keystone pipeline? Natural gas is pretty green and cheap af, but its not everywhere, and I deem it unlikely that population centers (NE Corridor, Cali, Chicago, etc etc) are going to be OK with more and more natural gas plants. I deem it unlikely that we're gonna be a 50%+ natural gas country.
   
4. Biden will do an infrastructure bill. This will happen. Its popular, its needed, and its perfect for his huge desire to be seen as a bipartisan president.
   
5. Biden will try and include moderate green elements in this bill because he knows he won't get green policies otherwise. Even if the two Georgia seats go blue, there is **ZERO** chance the Dems blow the filibuster. You have (1) a president that won by a narrow margin, that (2) isn't that popular, (3) who has a bad-looking 2022 midterm, that (4) won't run in 2024 cause hes ancient, with (5) a not-too-popular VP, can't afford to run roughshod over norms and weaken their 2022 prospects. 50-50 plus Kamala casting the deciding vote? Please. Not happening.
   
6. Green elements in an infrastructure bill will have to benefit Red states in order to get passed. We're not gonna get a carbon tax / cap and trade system. We're not gonna get massive oil taxes
   
7. A lot of Red states are RICH in renewables. Look at these maps (https://www.nrel.gov/gis/solar.html) for U.S. solar, and this map (https://energy.maryland.gov/Pages/Info/renewable/windmaps.aspx) for U.S. wind. What do you notice? For the most part, there are huge wind opportunities in the Midwest. There is huge solar potential across Texas and the South. Outside of California and Northeast Corridor offshore wind, renewables are concentrated in the Midwest and South.
   
8. Right now, we can't take full advantage of these areas because the infrastructure to transport 2025-2030 sized energy demands to population centers don't exist. This is key. Right now, the U.S. energy grid is largely disconnected in terms of HVDC lines (high voltage lines capable of transmitting huge amounts of power with minimal loss: it resembles small, little fiefdoms. Google "U.S. HVDC Map" (make sure you're looking at the current ones--not the projections). We don't have that much HVDC infrastructure. In this past, there wasn't a huge emphasis because there wasn't that much need....renewables price efficiency didn't make for THAT compelling of a need, and localized Grid owners made-do with the status quo. HVDC network improvement is INEVITABLE. Renewables are too cheap, and the efficiencies inherent in concentrating wind and solar where appropriate are too vast. Right now, as you read this, there is an UNDERSEA Ultra HVDC cable being laid between Australia and Singapore to transport solar power. I shit you not. Europe and China are building vast HVDC and Ultra HVDC lines right now. Look at this wiki page: https://en.wikipedia.org/wiki/List_of_HVDC_projects. See how many are in Asia/Euro vs the U.S.? Its a fucking joke. It is extremely unlikely that we're gonna just slap solar and wind where they are sub-optimal, rather than seek greater ROI. Mass HVDC lines are inevitable.
   
9. General Electric is the only large American HVDC provider. GE employs 200,000+ Americans. It is literally one of the oldest American companies. It has a super American brand name, and is politically connected.
   
10. HVDC is expensive. I'm not an expert, but because of NIMBY, its likely that a lot of HVDC will be buried along rail lines (From what I read). HVDC between hundreds of wind/solar fields across the U.S. will need to be built, plus HVDC / Ultra HVDC between renewable zones to NE Corridor, Chicago, California. I'd google around for figures, but basically, its $$$$$$$$$.
    
11. Right now, General Electric's Renewables sector barely brings in any revenue (17% 2019 revenue, around $15 billion https://www.statista.com/statistics/245430/revenue-of-general-electric-by-segment/#:~:text=Aviation%20and%20power%20are%20the,U.S.%20dollars%20one%20year%20before.). The new CEO is actually pretty fucking great (https://en.wikipedia.org/wiki/H._Lawrence_Culp_Jr). He turned Danaher around, and is setting up GE for success. GE has a TON of debt (debt/equity above 6.0), but what will happen to the stock when GE is given absolutely gigantic contracts in order to buff up the U.S. Grid? They really are the only American company with the production/size ability to do this. What happens when the GE Renewables sector grows by 4-5x over the next 10 years? Grid improvements + Wind turbines are going to go up bigly. That $15 billion revenue line item may increase dramatically.
    

If you read this far, let me restate that this isn't TA. I don't have strikes for you. I don't know how to value HVDC and Wind over the next decade. However, I have a STRONG feeling in my nips that $GE is going to be a major American comeback story, and ^ that political/economic/renewable trends make it exceedingly likely that GE will have huge grid contracts coming up. How much of this is already baked into the price? I have no idea, but I do know that the big boys don't gamble on Adderall rantings like this, so it probably isn't baked in.
I'm using GE to add some safety to my current 100% TSLA portfolio. I encourage you all to pick up at least a few cheap 2022 GE Leaps. I'm buying the furthest out, highest strike calls I can get.

If you want to just get to the goodness, you can view the entire sheet here
So I did one of these about a month ago and found some really great conversation. I didn't get to do another before the regular season ended, but my predictions should actually get a bit better due to knowing the full draft order and how some FOs are changing around. Let's go team by team
AFCW
KC - We start with the defending champion, who seek to replace their offensive and special teams coaches with internal hires: QB coach Mike Kafka and Asst ST Coordinator Andy Hill. Nothing surprising here. They enter the offseason just a bit over the cap, but restructures to Eric Fisher and Tyrann Mathieu should help fix that. They also bring in veteran AJ Green to start across from Tyreek Hill on a cheap one year deal. The draft helps the team maintain their strong offense. Two of their first three picks are on the OL, one on Irish tackle Liam Eichenberg and the other on Crimson pivot Landon Dickerson. Marshall adds depth to a depleted WR room. Spagnuolo has run a great unit despite a lack of high capital talent. He'll continue to do so with depth pieces in LB Browning, CB Griffin, and DE Sanders.
LAC - The Chargers should hire the man that can turn around an undisciplined team. That man is Chiefs ST coordinator Dave Toub, who brings in Chad O'Shea to run his offense and Lovie Smith to run his defense. The rest of the transactions are centered around building a team to help Herbert suceed. Hunter Henry is retained and David Andrews is brought in to shore up the OL. VT rookie Christian Darrisaw and BC guard Alex Lindstrom add to this quickly improving unit. I don't think I need to justify most of the other picks. Florida kicker Evan McPherson is brought in to replace a kicking unit that was only 53% from 40+.
LV - The Raiders' first act is to bring in Packers DB coach Jerry Gray, who has overseen the elite seasons of Jaire Alexander (20), Xavier Rhodes (17), and Alterraun Verner (13). Gruden and Mayock have been vocal about wanting to improve the secondary play, and Gray should be able to do just that. The Raiders are also able to free up space by cutting Tyrell Williams and Jeff Heath, as well as by restructuring Trent Brown. They add Sammy Watkins and Tevin Coleman to their depth chart. In the draft, they add my favorite safety in Oregon's Jevon Holland, who is a nickel/S hybrid with great physicality. They also add DT Jay Tufele, DE Carlos Basham, and DE Xavier Thomas to an underwhelming front 4.
DEN - Elway's decision to step back as the GM is complimented by the hiring of former Falcons' GM Thomas Dimitroff, who has shown the ability to build a SB caliber roster and isn't afraid to be aggressive to get the right pieces for his team. Dimitroff starts his tenure by signing S Justin Simmons to a multi-year deal, as well as adding veterans Richard Sherman and Gus Edwards in free agency. He sits still with his first draft pick, adding the draft's top CB in Patrick Surtain before bringing the guns out and trading up to 30 to draft Florida QB and Heisman candidate Kyle Trask. While Trask doesn't bring the elite upside of someone like Fields or Lawrence, he proved he was more than capable of reading defenses and winning games. Dimitroff also drafts OT Brady Christensen, LB Dimitri Moore, and DE Tyreke Smith before the draft is over.
AFCN
PIT - Despite a stellar season, the Steelers are able to enter free agency with their full coaching staff in tact. They start by extending DPOY TJ Watt through 2025, as well as re-signing Al V to a cheap deal and cutting Steven Nelson and Eric Ebron. The Steelers are quietly full of holes, but their draft helps them fill them. Star RB Najee Harris falls to them at 28, and mammoth OT Daniel Faalele and CB TJ Carter are right behind him. QB Desmond Ridder gets picked up in the 4th. Ridder is a high upside athlete with a very inconsistent arm. He's a cheap gamble at a QB of the future. They also add punter Max Duffy from Kentucky.
CLE - With plenty of cap and all of their picks, Berry and Stefanski are able to spend their first full offseason building off their 2020 success. They re-sign DE Vernon and LB Butler while extending QB Mayfield and RB Chubb. They also trade away David Njoku to the Jets for a 4th, and they add S Keanu Neal and DT Suh in free agency. The draft falls their way. They grab the uber physical slot corner Shaun Wade in the 1st before coming around for Pitt DT Jaylen Twynam. I know this FO doesn't care about LB, but McGrone at 87 is too good a value to pass up.
BAL - EDC is busy this offseason. With plenty of cap space to play with, he is able to start off by re-signing Ngakoue and extending Lamar Jackson. He then adds two key offensive pieces in WR Allen Robinson and C Ted Karras. The Ravens have a solid draft. They pick up Texas LB Joseph Ossai, who is a mean power rusher to replace Judon. They also add OG Vera-Tucker and S Bubba Bolden. Justyn Ross in the 5th is a risk, but his red zone ability means a lot to this team.
CIN - As much as I would've liked to replace DC Lou Anarumo, the Bengals have stated that he is staying on the team. No matter. The Bengals spend money on their key players, franchise tagging CB Williams Jackson and extending S Jessie Bates. Bobby Hart is cut and replaced with former JAX LT Cam Robinson, giving this team flexibility in the draft. They start the draft by trading down with CAR, picking up an extra 1st and 2nd along the way. With Sewell off the board, the Bengals draft star TE Kyle Pitts, giving Burrow a huge target in the middle of the field. They then add back to back linemen with Myers and Randunz in the 2nd before adding Aidan Hutchinson and Pete Werner on defense.
AFCE
BUF - Brandon Beane's first task of the offseason is replacing OC Brian Daboll, who has left to coach the Jaguars. He does so by hiring Panthers OL Coach Pat Meyer, who has over 20 years of coaching experience. Beane retains LB Matt Milano on the franchise tag before signing QB Josh Allen to a huge extension. The Bills trade out of the first round, picking up the 41st and 72nd picks to do so. They use those picks on Bulldog CB Eric Stokes and Miami TE Brevin Jordan, with Kentucky EDGE Jamar Watson stuck in between them. They also add two OL in the draft, as well as two DTs, a LB, and another CB. This defense is replenished with youth while Allen gets the middle of his offense strengthened.
MIA - The Phins start by using their huge cap space to add key playmakers. They sign two former Packers in Corey Linsley and Aaron Jones, as well as a big time pass rusher in Matt Judon. The draft goes really well for Miami. With 5 picks in the top 100, the Phins are in a great spot. They add generational OT Penei Sewell with the Texans' pick before letting WR Jaylen Waddle and LB Jeremiah Owusu-Koromoah fall into their laps.
NE - The Pats are a tough offseason to predict. A lot of their action hinges on QB. Well I thought I'd be a bit poetic and have Billy B trade for his former signal-caller, giving a pair of 4ths to SF for QB Jimmy Garoppolo. Jimmy G fits the traditional QB mold much better than Cam, and they're going to give him some tools to work with. The Pats add WR Curtis Samuel and TE Gerald Everett in free agency. They also retain JC Jackson, James White, and Jason McCourty while bringing in KJ Wright and Jadevon Clowney on cheap deals. In the draft, the Pats are patient. They let WR Devonta Smith fall to them at 14 and LB Zaven Collins get to them at 45. They spend their draft filling out the holes in the roster, adding a TE, two DTs, and another WR. They also take a shot on Miami QB D'Eriq King, who is an inconsistent passer with a nice upside.
NYJ - I had a bit of fun with the Jets. I had JD bringing in Titans OC Arthur Smith to coach the team. Joining him are PIT secondary coach Teryl Austin, who has experience as a DC, and BAL assistant TJ Weist. With one of the highest cap spaces, the Jets are active this offseason. They re-sign S Marcus Maye and CB Brian Poole. They add some key playmakers in WR Will Fuller, LB Bud Dupree, and RB Kenyan Drake. They also add OG Joe Thuney and trade for TE David Njoku. The Jets are done with Darnold, shipping him off to Tampa for a 3rd round pick. In the draft, the Jets are smart. They don't overthink it. They draft Ohio St QB Justin Fields, who has shown time and time again that he has the tools to be a franchise QB. They also add Sooner center Creed Humphrey and Miami DE Quincy Roche. Javonte Williams comes at 66 to compliment Drake, and Surratt comes at 91 to be a red zone target. Perhaps my one regret with this class is failing to address CB sooner, but Deommodore Lenoir at 90 is a pick I'm a real fan of.
AFCS
TEN - The Titans unfortunately lose OC Arthur Smith to the Jets, prompting Vrabel to promote QB coach Pat O'Hara to the position. The Titans aren't flush with cash, but they are able to retain TE Jonnu Smith while adding WR Marvin Jones and DE Melvin Ingram on cheap win now deals. In the draft, the Titans address their weakest position early, grabbing Georgia's Azeez Ojulari at 25. They then add CB Asante Samuel in the 2nd before grabbing a potential Isaiah Wilson replacement in Teven Jenkins in the 3rd. Elijah Moore at 128 is interesting. He's a poor man's Rondale Moore in this class. Tennessee also adds a K in Miss St's Brandon Ruiz, who has only ever missed one PAT and was 10/12 in 2020.
IND - Colts fans are going to hate me for this, but Carson Wentz is going to be the starter in 2021. Let's come back to that. First, we have to hire a DC. They promote DB coach Alan Williams. They also re-sign CB Xavier Rhodes, who had a surprising resurgence under Williams, as well as Justin Houston. Darius Leonard gets a big extension and is now the league's highest paid LB ever (well starting in 2022). Agholor adds WR depth and Dalton gives some insurance at QB. Ok so Wentz. Just hear me out. The Colts have plenty of cap space, and the Eagles are paying them to take on the deal. Wentz thrived under Reich in the past, and a lot of his issues seem fixable with a proper offseason. Now in the draft, the Colts try to give Wentz the tools to succeed. They add Texas OT Sam Cosmi in the 1st, giving a long term answer should AC call it quits. They also add Florida WR Toney in the 2nd, a man who has taken huge strides in 2020.
HOU - We need to start by saying that JJ Watt is gone. I have the Texans trading him and a 5th to SF for Dee Ford and a 2nd. While this is a sad move, it's a necessary one. Watt frees over $17M in cap space for a team with no cap space. That, combined with the firing of both Johnson RBs, allows the team to add CB K'Waun Williams and RB James Conner for relatively cheap deals. Other than the Watt deal, Houston's big move this offseason is bringing in Seahawks executive Scott Fitterer to run the front office while former Chiefs OC Eric Bieniemy runs the team. Bieniemy adds Raheem Morris as his DC and Phil Galiano as his ST coach. The Watt trade proves hugely critical. Houston now has a pick inside the top 60, which they use on Oklahoma St WR Tylan Wallace. They also add CB Paulson Adebo, who is a raw but super physical player from Stanford. Joe Tryon and Trey Sermon add depth to the DL and RB rooms respectively. This team is still working its way back to the top, but this draft is a good start.
JAX - The Jaguars have a great offseason. They hire Vikings executive George Paton, who has turned down previous jobs for the right opportunity, to be their GM. He hires BUF OC Brian Daboll to run the offense. Daboll brings his former assistant Ken Dorsey to help him on offense while Dan Quinn calls the defense. Paton adds several key free agents capable of starting immediately. Rashard Higgins becomes the WR3 on this team while Julie'n Davenport replaces Cam Robinson. Mack Alexander and Troy Hill complete the CB room, and Anthony Harris gets some big money to start in the secondary. While Paton isn't afraid to spend his money, the real crux of the offseason occurs in the draft. They take Trevor Lawrence, obviously. But they also add DT Marvin Wilson to replace Taven Bryan, as well as Alex Leatherwood, who can challenge Davenport for the LT spot and kick into LG if he fails. Pat F becomes to long term answer at TE and Andre Cisco is that big hitting playmaker to fill in the gap next to Harris.
NFCW
SEA - With a good amount of money to spend, the Seahawks prioritize their in house men. Shaquill Griffin and Chris Carson are retained, and Carlos Dunlap and Tyler Lockett are restructured. Jamal Adams gets an enormous deal, surpassing Budda Baker's from just a few months ago. TY Hilton is also brought in. The draft goes well for Seattle. They are able to add a productive pass rusher in Victor Dimukeje without trading up. They also nab Florida CB Marco Wilson and add to their trenches with Josh Ball and Mustafa Johnson. The Hawks are keeping things more or less the same and trying to build on a successful 2020.
LAR - Despite all the buzz, I have a hard time seeing DC Brandon Staley getting a HC job after one year at the helm. Instead, the Rams FO remains in tact. They lose Andrew Whitworth to retirement, but they are able to retain breakout CB Darious Williams. With such little cap, it's crucial that the Rams are able to fill out the starting lineup with rookies. That happens with DE Hamilcar Rashed, LT Jalen Mayfield, and LB Monty Rice filling up their cards.
ARI - Despite a promising start to the year, the Cards have fallen flat. They'll need to look at their 2nd half collapse to assess where this roster stands. With a decent amount of money, they prioritize some in house players, re-signing Patrick Peterson, Zane Gonzalez, and Andy Lee. They also bring in DE Trey Hendrickson, who has been on fire for New Orleans, as well as former UDFA RB Phillip Lindsay. The Cards take Gamecock CB Jaycee Horn with their first pick before adding to their OL with Trey Smith in the 2nd. Kenny Gainwell (yes, he can gain well) looks like a potential star in the 3rd.
SF - This is the fun one. So out the gate, Shanahan has to replace Robert Saleh at DC. We're sticking to LB coach DeMeco Ryans, who has earned high praise from Shanny. Now the fun stuff. The 49ers aren't flush with cash, but they are comfortable. That gives them some room to play around. SF re-signs Trent Williams and Jason Verrett before extending LB Fred Warner. They also add C Austin Blythe, who has been solid for the division rival Rams. Jimmy G can't seem to stay healthy, so he gets shipped off back to the Pats for a pair of 4ths. To replace him, the 9ers make a big move and give up their 1st and 5th round picks for QB Matthew Stafford. But wait, they aren't done. They also package DE Dee Ford and their 2nd round pick for veteran DE JJ Watt and a Day 3 pick. Shanahan believes that his roster is ready to win. Without a 1st, 2nd, or 3rd round pick, the 49ers have to be wise with their draft picks. They add Michigan's Ambry Thomas, as well as guard Zion Johnson, two guys that can push to start as rookies. Sterns, Smith-Marsette, Castro-Fields, and Herbert should all rotate into the lineup as well.
NFCN
GB - There isn't too much action in the offseason for the Packers. They cut Preston Smith to free up some money, and they extend Davante Adams to a backloaded deal. They also retain Allen Lazard and Robert Tonyan. It's a quietly solid draft. They are able to add a dynamic playmaker in Rondale Moore before addressing their defense with DT Jordan Davis and LB Chazz Surratt. Chuba Hubbard in the 5th gives some depth to a depleted RB room.
CHI - So Bears fans aren't going to like this, but I gave Trubisky a franchise tag. Trubisky went 4-1 to close the season and got them into the playoffs. To make room for this deal, the Bears restructure Akiem Hicks and cut both Bobbie Massie and Jimmy Graham. They also bring Corey Davis in to be the ARob replacement. They add local OT Rashawn Slater in the draft, a Daniel Jeremiah favorite who has some positional versatility. Chris Olave in the 2nd helps make up for the ARob departure, and Nasirildeen in the 3rd provides a hard hitting safety to play alongside Eddie Jackson.
DET - For the Lions, I decided to hire Saints exec Jeff Ireland, who has had a long history with successful teams. He hires SF DC Robert Saleh, who brings with him SF's passing game coordinator Mike LaFleur to run the offense. While there have been reports that Stafford isn't going anywhere, I have them dealing him to SF for the 15th overall pick. They do tag Kenny Golladay to a one year deal to prove his worth to a new regime. They also sign Kwon Alexander to start at LB and Jacoby Brissett to be their new bridge QB. Frank Ragnow gets a huge extension too. In the draft, the Lions start off aggressive. They ship off two 1sts, a 2nd, and a 3rd to get Zach Wilson. With the SF pick, they add Miami's Greg Rousseau, a versatile linemen with plenty of upside. They then add Nico Collins and Tre Walker to the WR room.
MIN - After losing OC Gary Kubiak to re-retirement, the Vikes promote QB coach Klint Kubiak to the position. They also hire former HOU ST man Tracy Smith to replace Marwan Maalouf. The team moves some money around, restructuring Riley Reiff and extending Harrison Smith. In the draft, they are unable to trade back but do grab the best guard in the class with Ohio State's Wyatt Davis. They also add S Paris Ford and DT Alim McNeil in the 3rd to potentially start as rookies. Brock Purdy in the 4th comes in to be the backup and possible heir to the QB room.
NFCE
WAS - I feel like I'm going to dissapoint WAS fans a bit. I had them signing Cam Newton to compete with Alex Smith. The good news is that the rest of their offseason is productive. They hire KC exec Brandt Tills to be their new GM, and they are able to retain Scherff, Darby, and Dustin Hopkins. Jared Cook and Emmanuel Sanders come in to start for them as well. Rashod Bateman falls into their lap at 19, and Jackson Carman tumbles to 51. Jamie Newman in the 3rd is a bit of a risky pick, but I really like his upside. He can develop on the bench for a year.
NYG - The Giants are quiet in free agency. They do retain Leonard Williams and Logan Ryan. Restructuring Zeitler's deal allows them to bring in Ryan Kerrigan. Their draft goes fairly well though. Micah Parsons falls to them at 8, and they grab Amon-Ra St. Brown (a potential top 30 pick) in the 2nd. Joe Judge will count on a year of improvement from his young OL and QB to compliment a strong and disciplined defense.
DAL - The one coaching change I have for Dallas is the replacement of Mike Nolan with Gus Bradley. Other than that their offseason is relatively quiet. They sign Dak to a long term deal (as they should have done last year). And Dalvin Tomlinson comes in to start at DT. They use the draft to fix their defense, adding Farley, LeCounte, and Rumph as potential starters. Walker Little in the 3rd gives them some much needed OL depth.
PHI - The Eagles are active this offseason, with a massive debt in cap space and no DC. They hire PIT DL coach Karl Dunbar to coach the defense, and they cut Goodwin, Jeffery, DJax, and Malik Jackson. The big news is that they are sending Wentz to Indy in a Osweiler-CLE esque deal, pairing a 3rd with him. They spend the draft retooling, adding Ja'Marr Chase in the 1st before going to the defense with Tyson Campbell and Dylan Moses on Day 2. Cade Mays and Cordell Volson add depth to a depleted line, and Divine Deablo will push for serious playing time.
NFCS
NO - Similar to the Eagles, the Saints are going to have to blow it up after this season. Brees retires, and they cut: Kwon Alexander, Emmanuel Sanders, Nick Easton, Malcolm Brown, Janoris Jenkins, Josh Hill. They also extend Lattimore and Ramczyk to backloaded deals before restructuring Cam Jordan. In the draft, they take Mac Jones in the 1st and hope to surround him with the same level of talent he had at Bama. They add Derion Kendrick in the 2nd and Dazz Newsome in the 4th.
TB - The Bucs are in a great spot to push for a 2021 Championship while maintaining a bright future. They have a good amount of cap and are able to retain David, Godwin, Barrett, and Gronk. They also trade a 3rd for Sam Darnold. In the draft, they work on maintaining a suffocating defense with DT Daviyon Nixon, DE Jayson Oweh, and DE Shaka Toney. Kylin Hill, Damon Hazelton, and Tre' McKitty add some potential dynamicism to this offense.
CAR - The Panthers start by bringing SF VP Adam Peters to run the show. He signs Okung and Moton to big money deals before turning his attention to the draft. Peters sees that Bridgewater limits this team's ceiling, so he trades up for Trey Lance, giving up a pair of 1sts and a 2nd to grab his QB of the future. Lance is raw, no doubt, but he'll be in a great spot learning behind Teddy. The Panthers then add Bolton in the 3rd to replace Whitehead. Amari Rodgers in the 5th is a fun pick. He plays exactly like Curtis Samuel.
ATL - The Falcons overhaul their entire front office, bringing in Indy's Ed Dodds to run the show with Matt Eberflus next to him. Mike McDaniel gets promoted to OC from his run game coordinator position in SF, and Franky Ross follows Eberflus to coach the special teams. Without any money to spend, the Falcons are relatively quiet. They cut Fowler, Ricardo Allen, and Allen Bailey to free up space. They add Charvarius Ward and Jamaal Williams in free agency. The focus primarily on defense in the draft, adding Kwity Paye in the 1st after trading back with Detroit. They also draft S Trevon Moehrig, DT Christian Barmore, and DE Daelin Hayes. Travis Etienne comes in to play next to Jamaal Williams, fulfilling all fantasy players' dreams.
Overall I felt like there are definitely some moves in here that are going to cause tension. But I think that's also realistic. This was a lot of fun, but I don't expect to be doing another one of these for a while. I need to turn my head back to scouting (I've only truly watched about a third of the players in this draft). Let me know what your thoughts are. What did I do well? What do you hate?

Stocks go bonkers while the Dems take Georgia. The Capitol is breached. Is this the time to buy Solar, Pot & Industrial stocks? Let’s talk about this and other stock market news
Hello everyone and Good Morning! So, let’s start with the recap of yesterday as we saw a mixed day with the Dow Jones leading the way up over 400points and closing at a new record high, with the broad stock market SP500 also finishing 0.57% up for the day, while the tech heavy Nasdaq Composite finished the day down 0.6%. All 3 of the big indexes were trading higher earlier in the day before the VIX saw a spike of more than 10% as rioters STORMED the US Capitol, before eventually getting back to certifying the electoral votes, which brought back some stability. This was a very bad incident but shouldn’t have long-lasting effects on the stock market.
Yesterday we saw almost 70% of COMPANIES advancing with over 300 new highs as the volume also spiked up, as 8 of the 11 SECTORS finished in the green with Financials, Energy and Materials gaining more than 3%, while the biggest loser was by far the tech sectors, dropping 1.7%, as we saw Large-Cap Growth companies underperforming the MARKET, while small & mid-caps, especially the value plays, outperformed the market.
Here is the HEAT MAP from yesterday which shows how Big tech companies suffered yesterday, as the perceived threat of increased TAXES spooked the market, while the Industrials, Financials, Green Energy & POT stocks flourished on the hope of a big stimulus with new & improved regulations, as it is expected that there will be an improved legislation that will help the cannabis stocks soar and the possible big stimulus would be a huge boost to most of the RETAIL sector which saw names like Nordstrom, GameStop, Target and many others posting big moves to the upside. Joining them should be COSTCO, which did lag yesterday, but posted terrific December numbers after hours, with comparable sales increasing more than 10% while e-commerce rose by more than 60% for the month.
Yesterday we also saw the FED deciding to continue the current QE pace, as they still see plenty of uncertainty around, especially in the first quarter of 2021. They will continue to buy $120B worth of securities every month, as well as possibly moving on to some lengthier term maturities, while being opened to even more monetary easing if necessary.
In some more good news, we saw the Factory Orders for November coming it at +1%, better than expected as shipments increased by 0.7%.
While in some other not so good numbers we saw the December PMI slowing to 55.3, less than the 55.7 expected and 58.6 in the previous month, but this is still an indicator of expanding business activity, while ADP numbers came in worse than expected, as the US lost 123K nonfarm jobs, worse than the 130K addition of jobs expected and 304K jobs gained in the previous month, as we saw a big loss of jobs in large business especially in the leisure/hospitality SECTOR. This was the first month since April when we saw a lose of jobs in the nonfarm private business.
TODAY we have a loaded economic data calendar starting with jobless numbers early in the morning and finishing with the Fed Balance Sheet at the market close.
In some other stock market news, we saw a report that ROBLOX is looking to go public via direct listing, rather the traditional IPO. The latest funding round at $45/share saw the company valued at almost $30B, which is very high but we have to see the latest books of the company before making a prediction if it will go higher or not. This may be a better opportunity for retail investors to get in at lower prices, rather than buying at 2-3 times the IPO price.
So, guys, due to the latest political developments we have seen a huge shift in the markets, as we saw yesterday the SOLAR stocks having spectacular gains with Sunrun, & SunPower gaining more than 16% with many other companies like ENPHASE also soring, while the hydrogen play Plug Power also soared more than 20% in after-hours after agreeing to a collaboration with SK Group.
We also saw gambling names move up after with the Senate changing leadership and states like New York pushing for the legalization of gambling in most of the US.
We also saw other companies posting great numbers, with T-Mobile adding 5.5M customers, its best ever number as they lead the industry, while ROKU continued to be one of the best plays in the streaming business alongside Disney & Netflix as they have surpassed 50M accounts.
And on the industrial side we saw companies like Caterpillar and US Steel posting big gains in anticipation of an infrastructure bill that would greatly benefit them.
Ford also beat expectations with a decline in sales of just under 10%, better than the 14% expected as the company continues to move towards more trucks, SUVs & EVs.
On the other-hand we also saw Chinese tech and EV stocks fall, after more bad headlines like the US looking to ban even more big companies in the US like Alibaba & Tencent. This is a continuing story which has peaked up steam in the recent year after the political tensions between the US and China have increased. This companies were also joined by the big tech which continued to face selloff pressure after the blue sweep in Georgia.
My opinion is that you should start buying some green energy, pot and industrial stocks but you shouldn’t go to heavy on the first day. You should wait for things to cool-off a little and not buy everything at the top. I think a bi-weekly split strategy or monthly strategy would be nice. Which would mean you should divide your investment money and buy especially on red days every couple of weeks or on a monthly basis, but I would avoid Chinese stocks for now at least.
So, let’s hope for a good day in the market as the WORLD markets are mixed while the US FUTURES seem to be pointing at a good open with the Nasdaq leading the way, though in the last few days every single time the futures were up the stocks finished lower and vice-verse, when the futures were red the stocks finished higher, so you shouldn’t base your investment on this.
Thank you everyone for reading! Hope you enjoyed the content! Be sure to leave a comment down below with your opinion on the stock market!
Have a great day and see you next time!

Note: I'm including trades in this mock, but since it's only one round, I'm not going to get too much into detail about compensation outside of 1st round picks and players. Most trades that happen in reality tend to swap some later round picks as well, often going both ways; go ahead and assume some of that will be happening where it makes sense, but I won't be going through all of the draft value stuff to work out those specific numbers. I'm also not making firm assumptions about free agency, but I'll mention situations that I think are most likely and relevant, so forgive me if I'm a bit inconsistent about where free agents come into play and where they don't.

Important free agency / trade notes:

• Watson traded to the Jets, Darnold to Texans, trade explained in mock.
  
• Garoppolo to the Colts for a day 2 pick and some change.
  
• Minshew to SF for a mid-round pick.
  
• Cousins stays in Minnesota.
  
• Ryan stays in Atlanta.
  
• Winston to the Bears as a free agent.
  
• Trubisky to the Patriots as a free agent.
  

1) JAX - Trevor Lawrence, QB, Clemson
This pick doesn't need much explanation. He's the best QB prospect we've seen since Luck, he's been pretty much locked in as #1 overall since his freshman year, and the Jags are taking him.
2) NYJ > HOU - Justin Fields, QB, Ohio State
Trade: Texans trade Deshaun Watson to Jets for #2, #23, a future 1st round pick, and Sam Darnold.
There it is, Watson's going to New York. Watson wants out, the Texans don't want to trade him, but I think Watson will call their bluff and sit out the season if they don't let him go. The Texans are a dumpster fire, but they know they're better off getting assets in return for Watson than letting him quit because they wanted to look tough. The Jets get the new face of their franchise for a pretty fair price -- Miami is the other likely trade partner IMO and I think they're content to stick with Tua and not get stuck in a bidding war, so the price for NYJ might not actually be as high as people may expect (it's important to remember, when comparing this to the Stafford trade, the Rams paid extra to offload Goff's contract).
Now, onto the pick. I actually have Zach Wilson as QB2 on my board, but with Darnold joining, the Texans can take the guy that I think has an edge in terms of athleticism. David Culley is coming from Baltimore with Lamar Jackson, and I could see him leaning towards the running threat in this scenario. Plus, if Jack Easterby is still pulling the strings, Fields being outspoken about his religious faith might be enough of an edge over Wilson (who despite going to BYU, has never really said much about his beliefs). I know that sounds crazy, but the Texans are crazy right now, and I'm just a guy eating popcorn waiting to see what happens.
3) MIA > CAR - Zach Wilson, QB, BYU
Trade: Dolphins trade #3 to Panthers for #8 and a future 1st.
Another trade breaks, and another QB goes. The Dolphins are in a really interesting spot at #3 overall. They didn't make a blockbuster move for Watson, and they'll build around Tua. Tua wasn't anything amazing as a rookie, but he certainly didn't look bad; expectations for rookie QB's have gotten a bit out of hand lately. Miami have their choice of any non-QB in the draft, and they'll be looking hard at Sewell here, as well as the receivers. But they also aren't desperate for OL help, and there's a ton of WR talent in this draft, so when Carolina offers a 1st round pick for a 5 spot drop, that's a pretty good deal. On Carolina's side, they're more than happy to jump Atlanta and screw their division rivals out of an excellent QB prospect. The Falcons are probably furious with this trade, but they weren't willing to overpay to move up one spot when they do still have Matt Ryan in at least the short term. The Panthers need a QB sooner rather than later, and a 1st rounder next year is a pretty fair price for what may be a franchise QB.
Zach Wilson is my QB2 in this draft. He's got the arm, the smarts, and the ability to move around and extend plays and make things happen. He reminds me a lot of Baker Mayfield, that's something Rhule can be excited about. Joe Brady might not be in Carolina for long, but he'll have fun with a guy like Wilson.
4) ATL - Penei Sewell, OT, Oregon
The Falcons miss out on the elite QB prospects, and with maybe the best WR corps in the NFL, their decision isn't too difficult here. They could reach a bit for the top CB or EDGE in the draft, but none of those guys are quite the blue-chip prospect that Sewell is. Sewell is probably, at worst, the 3rd or 4th best player in the draft, and could well be the best of them all. The Falcons have a reliable LT in Jake Matthews, but Sewell can come in as an immediate starter at either LG or RT in place of Carpenter or McGary.
5) CIN - Ja'Marr Chase, WR, LSU
The Bengals are sad to miss out on Sewell, but they can't be too sad when they land Chase. After a year of QB shuffling at LSU, opting out of the 2020 season might actually have been more protective of Chase's draft stock than harmful. Yes, DeVonta Smith stole the spotlight and skyrocketed up draft boards to challenge Chase for the WR1 spot, but Chase has about 30 pounds on Smith and might be a safer bet in terms of durability. It also gives the Bengals the chance to reunite Joe Burrow with his favorite college target.
6) PHI - DeVonta Smith, WR, Alabama
And Smith wasn't far behind. The Eagles are in desperate need of WR help. They took Reagor in the late 1st round last year, but he didn't contribute much after missing some time with injury, and Smith is too good to pass up. They've got to find some way to help Carson Wentz regain some confidence in hopes of being at least a decent starter again, and if they have to turn to Hurts, he's familiar with Smith from his time at Bama.
7) DET - Jaylen Waddle, WR, Alabama
I honestly don't like mocking big runs like this. 3 QB's in a row in the top 3, and then 3 WR's in a row after that. It doesn't sound all that realistic, and I'm well aware that probably none of what I predict will come true (aside from Lawrence). But this pick makes too much sense. The Lions shipped out Stafford and got Goff and picks in return, and they're entering what seems to be a full rebuild. I don't think there's any way Kenny Golladay sticks around. Basically all of their WR's are free agents this year. They need to give Goff something to work with if they roll with him, and I don't think they gamble on Trey Lance at this spot. Waddle missed most of this season, but he was being hyped up as the Bama star WR going into 2020 for a reason. He's the last of the real blue-chip elite WR talents in a very strong WR class, and that's hard to pass up.
8) CAR > MIA - Micah Parsons, LB, Penn State
The Dolphins miss out on an elite WR. That stings. But they do have another 1st round pick and this draft class is pretty stacked. They might not be getting Jaylen Waddle, but there are some other quality 1st round talents that should be available later. At this spot, they give Brian Flores the best LB in the class. Parsons is an interesting prospect. He's a freak athlete, fairly versatile, and despite some character concerns, he could be a leader on this defense for years. He can come in as an immediate replacement for Elandon Roberts and learn from Kyle Van Noy, possibly shifting between ILB and SLB.
9) DEN - Trey Lance, QB, NDSU
While the Lions weren't ready to gamble on Lance at 7, the Broncos pounce on him at 9. Drew Lock isn't the worst QB in the world, but in a division with Mahomes and Herbert (and Carr isn't a slouch, either), the Broncos have to find a talented QB if they want to have any hope of competing. Trey Lance is a pretty unique prospect, coming from an FCS school with only 1 year of starting experience and not playing in 2020 (outside of a hastily thrown-together showcase game that really isn't much to judge). He's an incredible athlete with a ton of upside, and he threw ZERO interceptions in his one season as a starter. Yes, the fact that he played in the FCS at one of the most dominant programs in college football history can't be ignored, but the talent is pretty obvious. This might be Elway's last chance to right the ship at QB, so you have to imagine they'll be all-in on giving Lance all of the support they can.
10) DAL - Patrick Surtain II, CB, Alabama
The Cowboys could go a few different ways here -- Slater or Darrisaw at OT, Pitts at TE, Paye or Rousseau on the edge, but CB is the most glaring need on this team, and Surtain looks like the complete package. The Cowboys drafted Trevon Diggs out of Bama last year, and he had an up and down season. Awuzie could be on his way out, and they desperately need someone that can take over the CB1 role and take some of the pressure off of Diggs. Surtain looks like he can be an NFL CB1, and he'll link up with an old teammate in Dallas.
11) NYG - Kyle Pitts, TE, Florida
The Giants need help in a lot of areas, but if they're going to stick with Daniel Jones for another year, he needs all the help he can get. It's too early here to reach for a WR, but the Giants need a reliable pass catcher. Sterling Shepard is a decent option, but he's not exactly a game changer. Evan Engram, despite somehow making the pro bowl this year, is not a good TE. He's fast, but he can't catch a cold. Enter Kyle Pitts. Pitts is everything that Engram was supposed to be, except he can catch the ball. He can play TE, he can split out wide, and he can run some gadget plays. Whatever it is, he's probably better at it than most anyone else on the roster.
12) SF - Caleb Farley, CB, Virginia Tech
First things first, the QB trade. This pick wasn't involved, but I can't really let it go unaddressed. The 49ers part ways with Garoppolo, sending him to Indy for a day 2 pick (either a 2nd rounder, or a 3rd and another pick, whatever). Then they send a mid-round pick (I'd think probably a 4th) to Jacksonville for Minshew. So Gardner Minshew will be the presumed starter for 2021, competing with Mullens for the job.
The top 4 QB's are gone and the 49ers don't want to reach for Mac Jones here. Farley is the top CB on a lot of boards. I don't think he's quite as good as Surtain right now, but he's got a ton of potential to be great. The 49ers already don't have the greatest CB corps, and they could be losing Sherman and Verrett to free agency, without much left behind to take over.
13) LAC - Rashawn Slater, OT, Northwestern
This one's pretty simple. Chargers have found their franchise QB in Herbert, now they need to protect him. Their OL is... not great. Slater is a very solid OL prospect. He was an amazing LT at Northwestern (watch him vs Chase Young when they played Ohio State), and any teams with concerns about his measurables for a tackle can slot him in at LG and expect a quality starter.
14) MIN - Christian Darrisaw, OT, Virginia Tech
The Vikings probably would have preferred Slater here, but Darrisaw is still a solid OL prospect. I considered going with Vera-Tucker as more of a true OG, but the value just isn't there in my eyes. There's some solid IOL talent available later, and a good tackle is hard to come by.
15) NE > LV - Gregory Rousseau, EDGE, Miami
Trade: Raiders trade #17 and later picks to Patriots for #15.*
Shocker, the Patriots trade down. After signing Mitchell Trubisky back to be the presumed starting QB, they trade down from #15 to gain some draft caiptal. The Raiders make a small jump to get ahead of the Cardinals and take the top EDGE on their board. Rousseau may be raw, but he's a hell of an athlete, and the upside is too much for Mayock and Gruden to pass up. It's like the Saints' Davenport trade a few years back, just way less expensive.
16) ARI - Jaycee Horn, CB, South Carolina
The Cardinals make a pretty simple pick here. They need real CB help, and Horn is the top CB on the board. I love Jaycee Horn as a prospect. I actually have him as the 1b to Surtain's 1a on my board. He's an absolute ballhawk, and while he's a little handsy in coverage, that can be coached.
17) LV > NE - Terrace Marshall Jr., WR, LSU
I know the Pats don't do well with 1st round WR's, but they don't have many better options. The lack of offensive weapons clearly played at least some part in Brady's departure. If the Patriots want to be contenders again, they need to be able to score points, and Garoppolo needs receivers that are better than N'Keal Harry and the corpse of Julian Edelman. Marshall is a tall WR that can play on the outside, in the slot, and move around to create mismatches. He should provide a reliable target for Jimmy and the new-look Pats.
18) MIA - Rashod Bateman, WR, Minnesota
The Dolphins passed on elite WR's in the top 5, but they'll take the top WR available here to give Tua some help. Bateman isn't a burner, but he's god decent size and he's a great route-runner, so he should be able to create some separation and give Tua go-to option.
19) WAS - Mac Jones, QB, Alabama
The 5th QB goes. I know Mac Jones is a bit of a controversial prospect. He had all the talent in the world at Bama, and he doesn't exactly stand out as a huge talent compared to guys like Fields and Wilson. But he's proven to be a poised, accurate passer with a good head on his shoulders. I don't see him getting past Washington. I think Jones can be successful NFL QB in the right situation. Is WFT the right situation? I'm not sure. But I think Rivera will like what he sees, and Alex Smith could be the perfect mentor for him.
20) CHI - Liam Eichenberg, OT, Notre Dame
The Bears bring in Winston as a free agent in hopes of solving their eternal QB problem. If nothing else, he's got the arm to sling it downfield in the windy city. He was the best option available (really the only free agent worth going after as a possible starter), and they'll keep Foles for another year to compete with him. The least they could do is beef up the OL. Eichenberg is a pro-ready LT that the Bears can slot in from day 1.
21) IND - Kwity Paye, EDGE, Michigan
With Garoppolo coming in at QB, the Colts can turn their attention elsewhere. With needs at OL and WR, it's not the easiest decision, but Paye falling right into their laps is too much to pass up. Paye is the #1 EDGE on a lot of boards, so a fall to 21 is probably not likely. The Colts don't mind. They get to snatch him away from the Titans, too.
22) TEN - Daviyon Nixon, DT, Iowa
Nixon burst onto the scene this year at Iowa as a pass-rushing 3T. Tennessee needs help all over the DL, and Nixon is a nice piece to start with. He might need some time get up to NFL speed, but he showed massive production and the Titans will hope for more.
23) NYJ > HOU - Rondale Moore, WR, Purdue
The Texans got their QB in Fields, now they need to support him. Fuller is likely gone, Cooks is likely gone this year or next, and that would leave Keke Coutee as the next best WR on the roster. Moore does not have the size of a WR1. He'll work mostly out of the slot and on gadget plays. But he's electric. He could bring life to an offense that will be rebuilding from the ground up. Anything to try to win back some fans.
24) PIT - Samuel Cosmi, OT, Texas
With Villanueva likely leaving in free agency, the Steelers take the top OT on the board as an immediate replacement. Cosmi might end up slotting in at RT, as the Steelers might like Okorafor more on the left.
25) JAX - Eric Stokes, CB, Georgia
The Jags will take a hard look at going OL here to protect Trevor Lawrence, but they can't afford not to make a move in the secondary. Stokes can be a playmaker at CB.
26) CLE - Zaven Collins, LB, Tulsa
Collins seems to go to the Browns in pretty much every mock, but it makes too much sense for me to go another direction. He can do it all. He's a great run stopper, he excels rushing the passer, and he's not totally helpless in coverage, either. He'll be a nice defensive piece in a pretty talented Browns team.
27) BAL - Alijah Vera-Tucker, OG, USC
The Ravens look hard at EDGE here, but Vera-Tucker is one of the top talents available, and they need help on the OL. He'll slot into the RG spot, and hopefully be playing next to Orlando Brown, though I think Brown could be on his way out soon.
28) NO - Jeremiah Owusu-Koramoah, LB, Notre Dame
The Saints are going to look very different next year. Brees is all but officially retired, and we'll likely see a lot of roster turnover in order to get under the cap. The most obvious move that will be made is the release of OLB Kwon Alexander. Luckily, Owusu-Koramoah has just the skillset to come in and take on that coverage LB role.
29) GB - Nick Bolton, LB, Missouri
The Packers have a big need at CB, but the value just doesn't line up there for me. They could also use a good coverage-savvy LB, and Nick Bolton fits that bill.
30) BUF - Wyatt Davis, OG, Ohio State
Not a flashy pick, but the Bills live and die with Josh Allen. An upgrade at guard should help Allen live.
31) TB - Joseph Ossai, EDGE, Texas
The Bucs really don't have too many glaring needs, so this pick comes down to BPA on their shortlist. For me, this comes down to Ossai and Jalen Mayfield. When in doubt, take the pass rusher. Ossai should fit nicely as a 3-4 OLB in Tampa. Both Barrett and Pierre-Paul are free agents this year, and they won't keep both.
32) KC - Jaylen Mayfield, OT, Michigan
KC is a simple pick. You got Mahomes? Protect Mahomes. Mayfield can play tackle, or move into guard if needed. He's the best OL on the board, and the last pick of round one.

So, tell me why I'm wrong, why I'm right for the wrong reasons, and why I'm an idiot in general.

Your 12-minute Wednesday report in 2971 words.

November 18 timeline

Nevada's Clarke County (Las Vegas) has officially recognized the Artsakh Republic.
https://twitter.com/ANCA_Wstatus/1328753472565493761
9:37: 1700 Artsakh refugees have returned home so far. The population was around 145,000 before the war. Some 10-20% never left.
https://armenpress.am/arm/news/1035190.html
10:09 PM Pashinyan presented the roadmap: It is time to talk about methods to overcome the current situation. I have already stated that I consider myself the number-one responsible for the situation. I am also responsible for overcoming the situation and establishing stability and security in the country.
1) Negotiations must resume in OSCE format, with the emphasis on Artsakh status and the return of Artsakh residents to their homeland.
2) Secure Artsakh residents' rights to return home. Fully restore daily life. Repair infrastructure.
3) Social aid for families of fallen soldiers.
4) Repairing infrastructure damaged in the Republic of Armenia.
5) Aid for wounded soldiers, obtaining prosthetics, educational training courses for changing professions if necessary.
6) Returning POWs and aid for their families. Clarification of the status of those who are missing, and aid for their families.
7) Rehabilitation system for those who participated in the war, and for the general public, too.
8) The beginning of reforms in the army.
9) Defeating COVID and overcoming its consequences.
10) Restoration of the environment for economic activity.
11) Activation of demographic programs.
12) Reforming electoral laws [opposition and the govt had agreed to lower the passing threshold to allow more opposition parties to enter Parliament, etc.]
13) Introduction of the Institute of Specialized Judges as the first step in establishing an anti-corruption courts. Launching the process to confiscate illegally embezzled property.
14) Conducting regular consultations with representatives of the Armenian political and civil community.
15) Consultations with diasporan institutes and individuals.
The goal is to ensure the democratic stability of Armenia and to create guarantees that nothing threatens the formation of power in Armenia through the free will of the people. For this, I'll make changes to the government team.
We will need 6 months to launch the aforementioned tasks. In June 2021, I will report to you the progress, and based on the public response, we will decide on what to do next.
Full: https://armenpress.am/arm/news/1035193.html
11:11: US Senator Bob Menendez called on the US government to impose sanctions on Turkey and Azerbaijan for the military aggression, and to end weapon supplies to them.
He called for a $100 million aid to Artsakh refugees.
https://youtu.be/JCh49hna7hA
https://armenpress.am/arm/news/1035203.html
11:42 COVID stats: +4,109 tested. +1,589 infected (down). +1,726 healed. +28 deaths. 38,082 active (down).
HealthMin Torosyan: the percentage of positive tests and the absolute numbers are declining, but the healthcare system is still under stress.
We still have 375 patients waiting for beds, 25 of whom are in serious condition. We will likely hospitalize them sometime today. A few days ago the waiting list was 800. The trend can change again with the resumption of schools.
Our main issue right now is oxygen supplies. Without it, the medication is ineffective. We'll soon receive more oxygen stations, followed by four large stations in December. We had purchased many oxygen stations during the first wave but today's large numbers, partly a result of the war, were outside of our predications.
We're negotiating over vaccines. There are agreements. They will likely arrive in mid-Spring.
We have no shortage of COVID test kits. New test labs are opening; two in the past week alone.
https://armenpress.am/arm/news/1035206.html , https://armenpress.am/arm/news/1035232.html
11:43: earlier this year, a part of a residential apartment complex collapsed in Yerevan. The govt has issued free housing certificates to the affected residents.
https://armenpress.am/arm/news/1035207.html
12:05: several soldiers returned from Artsakh and decided to organize a demonstration in support of PM Pashinyan. PM's office and QP party urged them to stay home and not to gather, citing the Martial Law that currently prohibits large gatherings and demonstrations.
A dozen prominent opposition figures were charged with ignoring the Martial Law and organizing demonstrations earlier. If found guilty, they are facing anywhere between a $415 fine to 2 months of jail.
https://armenpress.am/arm/news/1035208.html , https://armenpress.am/arm/news/1035240.html , https://armenpress.am/arm/news/1035245.html , https://www.arlis.am/documentView.aspx?docid=69646 , https://news.am/arm/news/614215.html
12:27: Aznavour Foundation and the Armenian Foundation of France have launched a committee to coordinate the aid process from France. Earlier they met President Macron about humanitarian aid and Artsakh's recognition.
Links in the article: https://armenpress.am/arm/news/1035213.html
12:38: Parliament Speaker QP MP Ararat Mirzoyan was severely beaten by rioters on November 10th. Healthcare Minister says he will soon recover after one more surgery [which was done today].
https://armenpress.am/arm/news/1035215.html , https://armenpress.am/arm/news/1035236.html
12:45: German-Armenian pianist Margarit Hovhannisyan gave a solo performance to collect aid for Armenia Fund (www.HimnaDram.org). She donated $5,000 in proceeds. The German colleagues expressed support for Artsakh and Armenians.
https://armenpress.am/arm/news/1035216.html
12:49: diasporan-Armenian singer Iveta Mukuchyan went to Artsakh's Dadivank church and performed "Sirt im sasani" (Սիրտ իմ սասանի) religious music.
Video: https://www.facebook.com/watch/?v=845836856202879
Mukushyan released a German-language video: https://www.facebook.com/watch/?v=782524012332940
13:50: The US will donate $5 million to Red Cross and other orgs to help those who suffered from the war.
https://factor.am/311291.html
14:02: the identification of soldiers who died in battles continues. 81 more names were published, bringing the total identified to 1586. Around 800 remain unidentified. Several hundred bodies were exchanged recently. The process continues.
MoD Tonoyan: The list of missing soldiers is shrinking; many soldiers end up being discovered alive and well. We drafted a bill to aid the families of soldiers who're missing.
Update: HealthMin Torosyan: we've examined 2425 bodies. 250 of them remain unidentified.
https://youtu.be/zrXQBUJLdK0
https://armenpress.am/arm/news/1035225.html , https://armenpress.am/arm/news/1035249.html , https://armenpress.am/arm/news/1035288.html
14:05 Armenia Fund (Himnadram) report: hundreds of thousands have donated. The aid was provided to Artsakh and Armenia from the first day of the war.
Diesel generators, emergency vehicles, medical products, basic consumer products, heating devices, portable gas stoves, mobile fuel stations, beds, etc. were purchased during the war. Simultaneously, 100 tons of aid was coordinated.
Himnadram will help Armenia's budget to pay for social welfare, healthcare, infrastructure repair, etc. The documents are ready. Tens of thousands of Artsakh refugees were aided.
International independent auditors will examine the finances.
 
During a Parliamentary session, the Deputy PM Mher Grigoryan confirmed that Himnadram has transferred some of the funds for humanitarian work.
In response, former regime's HHK MP Armen Ashotyan, without evidence, claimed the money is being stolen.
[Context: The former regime is mad because they were caught stealing Himnadram's donations in 2018. After the 2018 revolution, the Pashinyan administration busted HHK's Himnadram director with stealing the funds and using them on gambling. The director confessed and returned part of the stolen money. Himnadram then underwent a complete change in administration which raised the trust towards the fund. Now the former regime is sabotaging the diaspora's donation efforts for political gain.]
More: https://armenpress.am/arm/news/1035224.html , https://news.am/arm/news/614194.html
14:14: there are over 40 suspects charged with mass riots, attempts to forcefully seize power, and overthrowing the constitutional order, after the November 10 attack on the government buildings.
5 are arrested, 5 are told not to leave the country. 70 suspects, some of whom severely beat Parliament Speaker Mirzoyan and vandalized PM's residence, were also identified. They are on the wanted list.
Rioters who physically abused Pashinyan's spokeswoman Mane Gevorgyan, and broke into Azatutyun media outlet's office, are also wanted by police. Some were arrested.
https://youtu.be/1qA8iJ1JXmM?t=197
https://youtu.be/kSQ389vQA8U?t=3
https://armenpress.am/arm/news/1035226.html
14:18: Opposition LHK has its roadmap: no elections necessary, PM resigns, the ruling QP party appoints new PM, the new PM appoints ministers from various political parties. [similar to what Pashinyan did in 2018 when he appointed opposition Ministers for a brief period].
https://factor.am/311328.html
14:19: Azerbaijan earlier shot a Russian helicopter in Armenia. Two Russian pilots died and one was wounded. Armenia issued them military service medals.
https://armenpress.am/arm/news/1035227.html
14:49: video showing more Russian peacekeepers moving to Artsakh:
https://youtu.be/o7nwWmN59d8
15:18: Italian community of Viareggio has officially recognized the Artsakh Republic.
https://factor.am/311370.html
15:55: Aurora humanitarian organization will help Artsakh residents. IDeA's first aid program will begin today. They're open to humanitarian program suggestions. Link in the article:
https://armenpress.am/arm/news/1035237.html
16:27: Aghdam is one of the adjacent regions that's being given/returned to Azerbaijan. Seven villages with a combined 2,000 population will be resettled elsewhere.
https://news.am/arm/news/614171.html
16:42: food prices in October YoY rose +0.6%. Consumer price index +1.3%.
https://factor.am/311385.html
16:44: the head of Military Control Service Movses Hakobyan had resigned on November 10th. It was announced today.
https://armenpress.am/arm/news/1035242.html , https://news.am/arm/news/614169.html
17:04: will Germany follow France and ban the Turkish extremist-terrorist "Grey Wolves" organization? German Parliament will hold a discussion tomorrow. Two bills were proposed. One of them appears to be bipartisan.
https://armenpress.am/arm/news/1035248.html
17:05 Healthcare Minister Torosyan: we need to build a new 250-bed center for wounded soldiers and their rehabilitation. We need to maximally use the existing resources; some of them require upgrades. This will cost approximately $5.2 million.
https://armenpress.am/arm/news/1035247.html
17:09: Legatium Prosperity Index 2020 has ranked Armenia 55th in the world. That's a 23-step improvement over 2010. The strongest point was the business & investment atmosphere, with the environment being the weakest point.
Georgia 53, Armenia 55, Azerbaijan 78, Iran 120.
https://news.am/arm/news/614184.html
17:58: My Step charity foundation will double the number of wounded soldiers they help. The center will provide therapy, dental, and other services for 600 former soldiers.
https://armenpress.am/arm/news/1035262.html
14:57: it's SNOWING in Gavar and Jermuk cities, and roads near Sevan and Aparan! Georgian roads are also snowy; the Lars transport hub with Russia is open only for large cargo trucks.
https://armenpress.am/arm/news/1035233.html , https://armenpress.am/arm/news/1035253.html
17:38: Pashinyan was in Parliament to discuss various topics and answer questions. The opposition BHK and LHK parties boycotted and left.
Ind. MP: do you support forming a government of national accord, which could be one of the ways to find a solution out of the current situation?
Pashinyan: our task is to create an atmosphere of agreement in the country. No government can stay in power without the permission of the people. At atmosphere of agreement is not always achieved by forming [aforementioned type of govt consisted of various parties]. There is a need for agreement around two points: security and stability, and to guarantee democracy.
Ind. MP: will there be changes in the government?
Pashinyan: we are discussing it. Structural changes aren't being discussed right now.
Full: https://youtu.be/64iJuNWbk_Q
https://armenpress.am/arm/news/1035259.html , https://news.am/arm/news/614076.html
17:58: another video from November 4th showing battles on the outskirts of Shushi. [still believe it was "given away" without a fight? 🤔]
Hovhannes Avagyan, one of the deputy Artsakh army commanders, was killed during Shushi battles on November 7th. He received the Combat Cross medal posthumously.
https://youtu.be/yrzBbKvXFO4
https://www.panarmenian.net/arm/news/287858/
18:18: the 16 opposition parties resumed their demonstrations. They demand the government's and Pashinyan's resignation. The police urged them to respect the Martial Law and not to gather.
They will also hold a demonstration on Saturday and present a document, presumably their own roadmap.
https://armenpress.am/arm/news/1035264.html , https://armenpress.am/arm/news/1035280.html
18:21 Police: body of the 27-year-old Garnik Petrosyan was found under Kievyan Bridge on November 13th. A medical examination was carried out and an investigation was launched.
The examination revealed that Petrosyan was among the rioters who broke into the govt building and caused destruction on November 10th. A felony case was launched against him and he was arrested shortly afterward.
On November 13th he was charged with multiple felony counts. The same day, at 8 pm, his 3-day detention period had expired so he was released from the police station. The same day, prosecutors asked the court to arrest him for 2 months before his trial.
Petrosyan was questioned until 9 pm. The tragic incident happened at 10:04 pm. Social media spread rumors that he was allegedly murdered and it wasn't a suicide by jumping from the bridge.
Investigation revealed a witness who was walking nearby and saw how a man grabbed a flag pole and climbed at the center of the bridge at around 10 pm. By the time the witness picked up the phone to call 911 it was too late. Immediately afterward, two other people and the witness looked down the bridge and saw the body laying on the road below the bridge.
The police arrived. The witnesses were questioned. The victim was there alone.
CCTV footages were examined. It showed how the victim went there by himself, climbed on the edge, and jumped.
It was revealed that the victim had attempted suicide in 2010 by overdosing on medications. He was registered at a special center up until 2019, where he was taking special medication. He stopped taking them in January 2019 at his own will.
[Media outlets run by the former regime, and a Telegram channel called Mediaport, had earlier circulated rumors, without evidence, that the rioter was murdered by a ruling party member Hayk Sargsyan. The latter often finds himself the target of rumors]:
https://armenpress.am/arm/news/1035265.html
18:22: Ara Ayvazyan is the new Foreign Minister. He is a graduate of YSU eastern studies Arabic faculty. Served in the Soviet army. Graduated from Beirut's Haykazyan college. Worked in MFA since 1995. Served as ambassador to several states in 1996-2018.
https://armenpress.am/arm/news/1035266.html
18:56: despite being told to stay home, Pashinyan supporters gathered in front of the govt building, urging him not to resign.
"I came from Martakert outposts. I have participated in war since 1992, and so did my family members. They [former regime] should have purchased weapons instead of private islands and mansions," said one demonstrator. "By hitting the Parliament Speaker Mirzoyan you're hitting me."
PM's aide met the demonstrators and said his resignation isn't being discussed.
Pashinyan went outside to meet them and asked them to go home, "I know that there are tens of thousands of you who are ready to gather in Public Square if necessary. Thank you. I bow to all the volunteers, fallen soldiers, and their families. Go home now. If necessary, I will invite you."
The police began telling the gathered crowd to leave, citing the Martial Law.
Pashinyan goes outside: https://youtu.be/ueXhEKJhcwA
Soldiers: https://youtu.be/vgoGD89vNeA
Soldiers: https://youtu.be/KhXFjOiERY4
Soldiers: https://youtu.be/G00E049LsdY
https://armenpress.am/arm/news/1035268.html , https://armenpress.am/arm/news/1035271.html , https://armenpress.am/arm/news/1035279.html
18:56: Russian humanitarian envoy will help Artsakh authorities to travel around and document the damage to civilian infrastructure.
https://armenpress.am/arm/news/1035269.html
19:01: the army published names of soldiers who committed acts of bravery during the war.
Lt. Colonel Ryurik Semyonov blew up 2 Kamaz trucks full of ammo, 2 anti-tank equipment, 3 tanks, 8 cars, 1 TR artillery unit.
Lt. Colonel Arthur Qaramyan destroyed 3 and captured another 3 tanks. He helped to save 600 soldiers from encirclement.
Private Suren Gabrielyan shot 6 armored vehicles and 2 tanks.
Lieutenant Tigran Petrosyan shot 6 tanks.
More: https://factor.am/311564.html
19:04: a soldier uploaded a video from trenches saying the army wasn't properly prepared and that the trenches have been in poor shape for 30 years. "Not deep enough to defend against explosions."
He says this Martakert position was defended during the war despite the poor condtions.
https://youtu.be/aWPzBZwk2j4
20:54: the opposition ended today's demonstration and promised to return at 2 pm on Saturday. They called for PM's resignation again. HHK Shawarmazanov said, "we won't engage in active politics if he resigns".
Opposition Arthur Vanetsyan announced plans to participate in elections if they take place now.
https://youtu.be/ZAuGcDRJ3uk
https://news.am/arm/news/614243.html , https://news.am/arm/news/614239.html , https://factor.am/311610.html
21:05: the City Council of Paris has a resolution that urges the Paris mayor to ask the French MFA to officially recognize the independence of the Artsakh Republic.
It takes into account a recent push by 15 French mayors to recognize Artsakh, Azeri-Turkish aggression and the use of hired jihadists, war crimes against Armenian civilians, destruction of 80% of infrastructure objects in Stepanakert (including schools and clinics).
Full: https://armenpress.am/arm/news/1035284.html
21:11: Azerbaijan's opposition National Front criticized the govt for placing Russian peacekeepers on the borders with Artsakh. They held a demonstration and chanted "Putin, leave. Turkey, come."
https://factor.am/311609.html
21:57 photos: these boys defended the borders:
https://hetq.am/hy/article/124436
Here are the tankists: https://hetq.am/hy/article/124452
22:02: the government of Armenia and Artsakh formed a joint committee to coordinate humanitarian work. 1) Social issues 2) Education 3) Healthcare 4) Business environment 5) Infrastructure repair.
https://armenpress.am/arm/news/1035291.html
22:50: Nations League Soccer Spoiler Alert! The Armenian team defeated Northern Macedonia 1-0, after winning the match against Georgia a few days ago.
For the first time ever, the team, led by Spanish expert Joaquin Caparros, is the leader in its group.
What does this victory mean?
This tournament has four tiered Leagues: A, B, C, D. League A contains the "best" countries who compete for the champion's cup. The teams in lower leagues compete to climb up to higher leagues, with the ultimate goal of making into League A and winning the cup.
Armenia has just advanced from League C to League B.
https://armenpress.am/arm/news/1035292.html
https://en.wikipedia.org/wiki/2020%E2%80%9321_UEFA_Nations_League
23:40: A1+ outlet wants to restore its TV broadcasting rights. They were suspended by the Kocharyan regime. They insisted it was politically motivated for their opposition views. The media outlet was targeted for covering the March 1st, 2008 events.
Several outlets are currently competing for public airway licenses. The winners will be known in January. The TV regulator said those with the best programming will receive the license.
https://www.armtimes.com/hy/article/201204
23:47: The French Senate will discuss the need to recognize the Artsakh Republic. Presidents of the five largest parties supported the idea to hold a discussion.
http://www.civilnet.am/news/2020/11/18/Ֆրանսիայի-Սենատը-որոշում-է-կայացրել-քվերակության-ներկայացնել-«ԼՂՀ-ճանաչման-անհրաժեշտության-մասին»-բանաձևի-նախագիծը/408863

You can help Artsakh & Armenia

www.1000plus.am (soldiers' medical help)
www.HimnaDram.org (for Artsakh & Armenia)
www.ArmeniaFund.org (U.S. tax-deductible)
 
Prior events:
Nov 17, Nov 16, Nov 15, Nov 14, Nov 13, Nov 12, Nov 11, Nov 10, Nov 9, Nov 8, Nov 7, Nov 6, Nov 5, Nov 4, Nov 3, Nov 2, Nov 1, Oct 31, Oct 30, Oct 29, Oct 28, Oct 27, Oct 26, Oct 25, Oct 24, Oct 23, Oct 22, Oct 21, Oct 20, Oct 19, Oct 18, Oct 17, Oct 16, Oct 15, Oct 14, Oct 13, Oct 12, Oct 11 , Oct 10, Oct 9 , Oct 8, Oct 7,Oct 6, Oct 5, Oct 4, Oct 3, Oct 2, Oct 1, Sep 30, Sep 29, Sep 28, Sep 27