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Hoth

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Everything posted by Hoth

  1. Used to love hitting the Bowl in college. We had shuttles from campus all day during J term. They don't call it "Club Midd" for nothing. A tornado up there is hard to imagine at any time of year, let alone March!
  2. lol. Not something I'd ever considered before, but there's probably a surprisingly large addressable market for that sort of thing, at least for flatulence sourced from celebrities. Like, what would Wiz pay for a certified T Swift toot? Maybe we should set up a shell company and do a SPAC...
  3. Along with the guy who sold his flatulence for $85, I consider NFTs an excellent indication that we're nearing peak-bubble.
  4. It's not a lie if you believe it.
  5. Is the shed blue? If so, save it and designate it a neighborhood shelter for the next cat 4.
  6. That satellite/radar composite at 39:20 is one of the sexiest nor'easters I've ever seen. I don't even remember this storm. Must not have done much in SCT.
  7. Nada. Looks like 50" will elude me by a few tenths this year.
  8. Ratios might be a problem, especially for those last 10e+10 inches accumulating in the sun's corona. Might also lose some to Jupiter's gravitational field.
  9. Until internet speeds advanced enough to support file sharing and video content, the record companies were the gatekeepers. That system had its own problems, but with real money required to produce an album, they had a strong incentive to sign top-notch talent. The bar was just higher. Now anyone with a laptop and a social media account can be a songwriter and disseminate their "music", regardless of quality. You don't need to play an instrument; you don't even have to have a solid voice.
  10. Maybe the future isn't has hopeless as I first surmised.
  11. What a juiced up beast that was. Was that our last blizzard warning? I still remember watching the sleet line racing north from NJ early that morning and realizing our goose was probably cooked for high-end accumulations. It was a fun storm though, all the more so as the models locked in early.
  12. You ever read Jim Grant? You can sweep a lot of stuff under the rug in a falling interest rate environment. But after forty years of doing so, rates really can't go any lower, and there's little stimulative effect from running a negative rate policy. We're left with a sea of printing and liquidity distorting asset prices everywhere, supporting loss-making zombie companies and reckless capital deployment and ultimately economic malaise. I see these distortions spilling into the real world daily in my area. We've had an explosion of luxury apartment development in the last decade and many of the finished projects still have tons of vacancy, yet the building goes on and capacity increases. As I've said before, I believe the central bankers are scared shitless at what they've wrought, which is why they have to constantly jawbone and tweak and "stimulate" and respond every time we have a piddling correction. They've made the markets utterly dependent on them, never more than in the last year, and in turn have made themselves slaves to the market. They've forced retirees and pension funds to chase risky assets at high prices in search of yield because the risk free rate has gotten them so little for so long. Conservative investors and savers have been shafted. Central banks can't afford to raise rates with the vast ocean of debt and extremely extended stock valuations, but the problem only gets worse the longer they let this charade go on. I don't know when or how the party stops; until it does I'll sound like Chicken Little. It's going to be a gut-wrenching and protracted process when it does, with real-world consequences far beyond the financial markets.
  13. That's a gorgeous picture. Love the soft edge to the clouds with the approaching snow.
  14. Went from splitting wood in a t-shirt to roaring wind and snow in no time. This is sweet!
  15. Awesome pic! Also amazing to think that thing was down in Florida like fifteen minutes before you shot it.
  16. The takeaway: No matter where you live, Bridgeport always gets screwed.
  17. I think James had a cathartic crisis of sorts the last time he expected 2 feet in Harwich and got white rain. To protect himself, his psyche split off this George fellow, a sort of Tyler Durden-esque projection who is the unrestrained alpha weenie version of James. Gradually, James will slowly become George. Then "Project Mayhem", or rather "Dawn Awakening", can commence.
  18. Lol GME down about $150 in a half hour. Nice smooth market functioning.
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