STILL N OF PIKE

My thing is I don’t think that is the biggest issue He pitched 5 innings many starts this year and was good when he came back . He had 7-8 K’s in Baltimore and was killing it ...then he slipped on mound and hasn’t had ability to locate since then And hasn’t pitched well to say the least .

Chris sale sucks for third straight Game. Velocity was there but he can’t seem to locate . I’m sick of this guy being coddled like no Boston Star has. He pitched very well in several starts this summer and now in 3 straight games he in effect “chokes”. What other players seem to get a pass in media failing in big spots like this in Fenway... Is Sale that fragile that Cora has to coddle him every time he stinks in a big spot?

It’s coming to nne elevations

I think I can multi task and enjoy the present

That’s a no no topic and yes so many indications point to Wuhan lab origins. Nobody wants to talk about the origins . Maybe bc fort Detrick also plays w bio weapons (they all dress it up as Bio defense) but it’s better the public isn’t spoon fed this . Many indications point to world military games in fall of 2019 (near Wuhan ) where this first spread to various athletes . Human nature is fascinating,People will scream at you to wear a mask but nobody finds it odd , the attempted white washing of this up the food chain as a bat virus that just happened to jump species ( despite the open “research / weaponization) pf Corona virus being funded and then overseen by the Chinese military at Wuhan virology lab and then the citizen journalists that dissapeared. It’s eye opening the amount of people willing to want to believe nothing nefarious Happened .

I spend half my time in Nashua (Renting 1/2 a house ) and half my time at my gf’s house in Bedford (near one of my jobs) . It’s a good sized lot and while her front yard looks pretty good , there were issues off to the side and in a swath in the back . She is very busy and her dad is as well so I decided to take on this as a challenge . The tiller was the hardest part trying to get deep enough over the entire area that needed seeding -reseeding . I must have put in 7-8 hours with that thing and I def worked my back and shoulders using that

Nice summer morning at Stowe . 59 and fog

As tippy said this isn’t as far fetched as SCF thinks it’s out there but it’s possible with the trough being seen on some models . I.E worth monitoring-that’s all Rev May see it at last moment as that’s around the time he morphs into his alter ego Ginxy - nice AC on last nite . Felt amazing -

I spent a solid 18 hours in the yard this week. Tiller , aerator, Scott’s soil compost n ferterlizer..then seeded w generally Tall fescue seed blends. Water light to moderate 2x a day . Did about 4,000 SQ feet (mostly side and part of backyard further out) . We shall see .soil is somewhat thin I think , certain areas were definitely rocky , a bit dry and compacted and most of my time was dealing with that . Definite newbie going in on this

I’ll take the foot of snow in S NH on the 28’th of October . Until Will says late October snow is a negative , I’m never going to root against October snow ...like its some bad voodoo

Is there a age breakdown of the groups who left work force . Is it 21-31 year olds Half joking but People maybe moving back home W parents Half the parents these days don’t want to upset their kids feelings , so they are like “he just moved home so he can focus on his new career” as a dog walker or musician or stock trader ...who knows

We gotta spend more and want more to keep economy going . Consumer craziness

Cost of living expenses have gone thru the roof. College up about ..2000% in 30 years ? House prices up 300-350% in 30 years Health care costs ..ditto Does the CPI index used by the government to adjust social security / cost of living increases index itself accurately to those factors . Negative . Designed to undercount . Owners equivalent rent is a embarrassment to represent annual increase in buying / owning a home costs

Just a gorgeous Sunny day . Every time there was a slight “gust” the leaves floated down. Great time of year .

Thanks dad just as effective... , you’re a clown

Broken euro ? is the update essentially a way for the company running the euro to make more money selling subscriptions/ marketing piece. Is their updated pricing to enjoy this data ...

I run the air at nite bc I want to be cold when I sleep . Best sleeping temps for me . The weather ...it’s comfy and gorgeous

you can see that since the 10 year Yield rose quickly in early November thru end of May ...XLF Gained 50% As the yield curve steepened It’s been plateauing for last few months as 10 year fell from 1.65 to 1.40 ...however the last two days ...the 2 year rose and the 10-30 year fell (flattening) Which is not bullish for that index (and basically why it fell last 2 days ) Whatever yield curve trend establishes itself (No idea) will probably determine fate of XLF. I would guess XLF made its easy money .

Actually pretty shocked that records are still mid 80’s, this time of year . No F’n thanks . I’ll take comfy 75 with a breeze .

Those folks that take advantage of amazon business prices are thinking they will research and stock up on any supplies of Popular toys then sell them for profit when little Johnny and sally put Them on their holiday list .

Cpi data was a lil hot.

China’s property bust will also hit Australia as China’s demand for raw materials related to their absolutely massive building spree being curtailed . It hard to fathom how much and how fast China developed property And the debts from that . Legendary- historic . China credit market developments are also a risk In their broad real estate sector . CPI comes out today , it’s sort of a joke of a index in the sense that owners equivalent rent replaced house prices as the equivalent to measure the cost to live with a roof over your head . The graph of house prices and owners equivalent rent does not parallel each other or represent much except for a clever way for pencil pushers in Washington to devise a way to lower social security annual payment adjustments by artificially minimizing house price increases . This wizardry is everywhere these days as the window dressing to keep The Goldilocks economy perception . Lipstick on a pig . The Fed knows they can’t really BEGIN to normalize monetary policy (for long) without this experiment in maintaining solvency thru high asset values in a aging monetary system (choking on debt ) . Once they do the clocks ticks toward a financial system seizure and need for more intervention . Usually policy favors wealthy asset holders so if they can keep moving goal posts to keep super East policy they can kick the can more (but now it seems) global inflationary pressures will sort of squeeze the majority more and more as this policy looks for any legitimate data point to keep the political will to sustain it These systems (historically) reach a point of debt saturation Where they stagnate and the political will to write off bad debts has been nil for decades . The rebalancing and clearing off those debts would completely destroy the system at this stage with an assist from a financial system booby trapped by derivatives . So here we are ... Goldilocks perception trotted out... the Fed May act like they will normalize ... assets will fall and then the fed will be back in with more emergency policy. Just hoping this global system can continue to be glued together a few more years . There will be a transition at some point in most of our lives and the US will likely not have such a advantageous position that has been defended (when necessary ) . It’s not a coincidence that we have had such a gargantuan military presence for decades , and that we have been in a advantageous position as the owner of worlds reserve currency for decades . As oil has been the lynch pin of that defense And the global economy ...as we are all marketed to be excited to move away from fossil fuels we are also losing the Main pillar that sustained the US standard of living , reserve currency status and ability to print large amounts of cash with minimal consequences. The future that reflects a pivot away from fossil fuels also will represent a Lower standard of living domestically (at least in a relative basis comparison to China ) This will likely be felt more by the children of today than older adults . Maybe I’ll be surprised and we can all prosper .The old global set up has almost sort of ran it’s course and as long as the Fed can find a way to keep kicking the can ...sustaining bubble asset values this system probably won’t reach a point of pain that necessitates change , but as the global economy sort of shifts to something more equal ...a “reset “ of many Systemic global financial and economic paradigms will add enough pressure to transform to something more equitable and the roadmap is beige designed for that shift (and has been for years ) I apologize for the long replies and also as often acting like what are in truth (possibilities) are described more as inevitable . I don’t know the future but I know things are very unstable (systemically) below the surface .

Miners made one heck of a move in the April - July period of 2020 . I just don’t trust that sector. They have runs but always get knocked back . I know gold is a solid store of value and it loves falling real interest rates . It does look like GDXJ has a solid entry point (one year chart shows it’s down considerably)

Market is Somewhat interesting last couple weeks . It’s range bound but in a relatively bearish set up at least relative to the summer . Still below 50 day M.A and if it breaks the 4330 trading level there is a bit of an air pocket to 4130 (SP 500) . A few lithium miners still interest me long term Most industry estimates predict lithium demand will increase by a factor of 10-12x by 2040. Independent analysis . That is massive . Graphite is another one . (6-8x) A couple companies really dominate that (Lithium) market on the supply side and China has the majority share . Ganfeng lithium is a company that seems undervalued and just a monster in that space. Many junior minors get publicity but are several years away from production and many things can go wrong on the way . The producers like Ganfeng, and other lithium miners (ticker OROCF) , even a up and coming producer like CXOXF Seems to have very nice tailwinds and trade at reasonable multiples . Ganfeng just gobbled up the largest lithium deposit when their takeover bid of Bancora (In Mexico) was Just finalized . Inflation also seems to be getting out of hand , between speculators bidding up prices of commodities and supply shortages piggy backing that trend and increasing input costs for more and more companies The federal reserve look like clowns buying 80 billion a month in mortgage backed securities as house prices spike year over year up 15-20% . Bubble blowing blatantly because the debt levels are so high that high asset values are required to maintain solvency or household balance sheets and consumer spending . At some point , these imbalances are going to (“shockingly”) destabilize the system . I often wonder , if I was Investing in the 50’s, 70’s etc would I have scanned the landscape and been this concerned just because it’s sort of something one buys into , I think there is definitely a psychological aspect to either response . Most folks don’t what to imagine that this System at its core is terminally ill and requires near constant intervention continually , I Mean what are the benefits and worries if your nest egg and finances are in that position (stress) . I always hope we can just kick the can and maintain our position as the world reserve currency and the standard of living benefits that come from that. I think most assume that because “it has been ...it will be “ The financial media Or the “Fed” is not going to warn you of its fragilities , When confidence is a requirement .

things seem to be getting a bit steiny (Not a drought!) but just a dryish pattern Infrequent precipitation