STILL N OF PIKE

Manopause ?

73 Comfy

Ya , I mean stocks probably keep on rising higher . Apparently Evergrande has been trading at 20 cents on the dollar for months in fixed income markets ..so no big surprise . I don’t know what the Options for terms of their debt restructuring are and wether a situation where they pay their domestic obligations 100% and give a haircut to foreign banks / Foreign funds would be enough to create more downside (or even make sense for them ) but baring that speculation ...things probably just keep pushing higher At a time when black rocks Rick Rider Says fixed income demand has never been higher in his 35 years of working (Helps keep rates low and appetite for high yield high ) and The fed and western central banks have created such Bloated amounts of liquidity they have created one of the most impressive backdrops for rising asset prices that has ever Been seen in financial markets . it’s been extremely difficult to conjure up a 5% backdrop

https://www.google.com/amp/s/www.cnbc.com/amp/2021/09/21/evergrande-debt-crisis-interest-payments-on-bondsimpact-on-investors.html 11% of ALL high yield bonds from Asia are Evergrande’s and they do not look to be paying on them ...I bet most major banks have significant exposure

It’s all good, no judgement

China likes starting sell offs . First Covid and now ..we’ll this I don’t have a great understanding of but ..looks like it can be contained This probably won’t cause contagion but if I was trying to become a super power , I would shake up the global hierarchy And stress test a US led global financial system that needs continuous fed intervention since 2009 and hope my currency would have a better “seat” after a financial reset that is a black swan away The western Central banks (closely tied to their governments ) are *desperately doing everything they can do sustain Ultra loose (emergency level monetary policy ) During a period of what looks like decent growth ...it’s an open secret they need to walk this fine line (maintain emergency accommodative policy ) to sustain high asset prices And financial system solvency in the face of a old over indebted monetary system ) . Now they are maintaining this policy despite strong growth and rising inflation ...the financial media won’t spell it out (everyone invested is seeing soaring asset prices as a result ) including 4 federal reserve governors in Luke warm water for investing millions in stocks and setting ultra loose monetary policy that has increased inflation for the working populace and resulted in soaring assets for investor class (Home owners have also benefited)

If I was married with kids I’d be pounding beers nightly

Most people eat too much horribly unhealthy crap some do better with a balance , some do better avoiding it all together and some change their habits when they have a health scare yolo...

Beautiful day today in SNE low dews no need to hear PF tell me how great it was at Canadian border @1500’ when my azz is sweating

Harris ...beast of a rushing TD . Tried to hold Him up and strip ball . Not happening . Impressive run z

Salmon , chicken breast, chili Chick pea pasta, sweet potato fries, gonna eat pounds of food

Setting NFL weekly lineups for fanduel Wilson should have a big day at QB few game totals in mid 50’s should bring plenty of scoring from those RB/WR ( Allen/ Metcalf/Cooper/ Ekeler/Carson)

Def a nice morning setting those DFS lineups

6z gfs looks like it hung it up to the west a extra day and muted it

Late week front hangin up