Supernovice

Just when you say a company is too big to fail... with the exception of the companies that actually are too big to fail of course I.e. financials.

Last six months: FB, AMZN, NFLX, and MSFT are all just about even money. Wait what!?!?

honestly same...a buddy has a ton of $$ in it, like in the multiple hundreds of k, he's a true believer and a long time holder...but at what point do you cash out? I've accepted that crypto isn't for me.

me: Next time there's a pullback I'm gunna buy some of these sh*tsoins also me: The whole asset class pulled back >15% on no news. This stuff is all going to zero. rinse, repeat.

I read it, don’t disagree with any of it fundamentally. Really comes down to “historical returns don’t predict future results”. Mike and I have done this dance before. Does the economic paradigm of 2008 and 1999 apply to now? Some of the bears El Arian, Jeremy and many others think it does and have been preaching this since 2012. They are very smart people and have data to back them up. Anyone following them will do fine as long as they remain invested. I think things are different this time (since GFC) and yes it makes my skin crawl to even say that but here we are.

I’ll give it read- wouldn’t be surprised to see a correction this quarter. Especially when/as the world re-enters COVID lockdowns.

Talking stools and tolland... seems quite fitting. Ba-da-boom

LA Chomper

That sounds amazing...maybe if we lived in Quebec City. My son is obsessed with snow removal...has anyone ever seen the Canadian operations on YouTube? Giant snowblowers on tractors etc...it’s impressive.

I said ariens...but you’re right, although I’ve never had one. They are the Cadillac’s (Tesla’s) of snowblowers. Always wanted a tracked one: https://www.hardwarestore.com/brands/honda-snow-blower-28-g270-hss928aatd.html?ps=182&gclid=EAIaIQobChMI2vqZ3bCL7gIVGKSzCh0n-wRfEAQYBCABEgKb0PD_BwE seems so unnecessary yet very very necessary at the same time.

My previous boss...was wondering if you were going to post it- ha.

Arien’s- swear by it. Will prob leave mine to my kids...they are 3.5 and 1.5 for reference. I lived in Southie for 5 yrs: west 5th and e.

Now that the dust has settled who can give me the cliff notes of what happened to the original banter thread? Who drove the bus over the cliff?

I don’t want you to paint yourself into a corner but you had mentioned leaning unfavorable in feb. so realistically mid-month through end of month as the favorable period? Or have things changed re: feb?

Lol there it is...classic Snowflake in Tolland

Early morning knife twisting, even tho all Mets had caution flags every which way....and had to edit the original post to do so, because his first attempt wasn’t quitttteeee enough. Or maybe he needs at least two tries to get anything right...Stay classy 2021- the year the troll gets his.

Think I’m just too far west?

Yes 35 and rain but it had been mixing not too long ago. Down three degrees since 11:00

Haven't we a seen a general trend- due to the infamous fast flow-for almost all of these to trend weaker sauce as we approach them? I get there will be super wound up systems that buck the trend but isn't that the way to hedge for now?

Ok I’ll be the first to say it...that COVID isn’t transmissible between 10pm and 5am is such a lucky gene mutation break. What a sh**show it’d be if that wasn’t the case.

which is historically great for business/ capital markets. The blue wave definitely did not materialize as foreshadowed.

so... we toyed with buying outdoor heaters and having dinner outside but...given the rise in cases, at least for us that is off the table. Christmas- I think will not be do-able except for zoom given the current trajectory. It will just be people in our bubble (wife, kids, in laws) meeting separately and most likely taking plates to go.

I think we're almost in no-doubter territory here. AZ, WI, MI get Biden to 270 assuming Nevada holds and all the lawsuit talk surrounding PA is moot. I actually think we prob know by EOD.

I feel like this does not mean what you think it means. Just chiming in from the bleachers- don’t mind me.

Thanks- I'll do that tonight.