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STILL N OF PIKE

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Everything posted by STILL N OF PIKE

  1. I think today is a solid day to cautiously buy calls if you were in market . As long as China behaves , The Russian attack takes Significant rate hikes Off the table for This year at a Time when the market is hugely over-sold . The fed is not going to hike rates much with global war uncertainty and already weakening economy and tanking stocks .
  2. The chips are the ace card imo and something that would lead to a real war, at a time the global economy is in a asset bubble and weakening as inflations hurts consumers abilities..and Our asset bubble valuation of stocks / bonds/ housing it’s leaking air rapidly Regarding the stocks / bonds area ..the backdrop is set ..if China Decides to make a move on Taiwan (as the US seems preoccupied and divided by its hyper focus on political differences highlight 24/7! By the dedicated media whoring channels ) the taking of Taiwan and It’s monopoly as housing the worlds largest chip supplier is getting to be a juicy opportunity of now or never . Especially given their weakening economic engine thanks to a imploding real estate sector (their engine for growth ) . History says ... countries like that often make risky moves
  3. Markets of course keep falling , I think China needs to be watched very carefully right now credit markets and stock internals have been crap for weeks ..Russia just accelerated what was happening due to the federal reserve shifting gears and vocally saying they are ending printing in March (they will re-start at some point I think the bigger issue . If I was China and facing a rapidly slowing economy (thanks to its Main driver of decades worth of growth imploding ) ..its massive property sector ..(history shows powerful countries with fleeting power become the most desperate to take risks ..it would be an opportune time to make a move on Taiwan and then you would see a potentially massive impact on global economy due to Taiwan housing by far the worlds largest semi conductor manufacturer (Russia -Ukraine’s is very minimal and just accelerates a market that’s been looking for a catalyst) and yes that’s beside the fact the Ukrainian population is in the Shiat either way now , which is very sad ..even if it seemed inevitable Putin would do this post Olympics The US is basically seen from the outside as having so many internal infighting Issue right now - splintered and preoccupied with infighting do to politics and their associated marketing points the devisive/provoking political media is hyperfocused on Maximizing emotional responses out of their “teams”
  4. The warmest temp profile is usually 750-825 temps in these , so you need more than 850C temps . You know this
  5. Winds are pretty solid in KBED , can hear them the last two hours and trees swaying
  6. What is spruce peak Stowe at for year ? 115
  7. 6.5- 7 in KBED snowed well for a long Period Big over performer given about 1” was forecast on Saturday am ..maybe less Taunton PNS confirms Lexington amounts
  8. Juicy nice radar almost all day out by KBED over-performer here . Stacking
  9. It’s likely to be in play from ginxy Garth/NE to maybe Ray
  10. Over to snow here , good sized flakes coming down pretty hard
  11. Pelt fest since 6am. Watching that drain from coastal Maine has been cool
  12. Euro brings 32f isotherm inside 128 bit faster this run . Has it inside 128 by 12z Friday
  13. This is getting warmer ...looks meh is that Atlantic ridge holding stronger or what’s the deal
  14. lol ok well could you share if 32f Isotherm is further north or south v 0z euro for Friday 6z/12z times
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