Yea. I guess we toss models today and nowcast. It’s so marginal in so many areas, the bust potential is high in both directions. I would love to send you a bag of gummies…
You just can’t ride it like we used to. It used to sniff out an evolution and make incremental adjustments which made it easier to forecast…but nowadays it jumps around like every other model. It’s JAM now.
It’s a wrap. Pray for flakes down there but anything substantial is hanging on by a thread. OKX has me under a WWA for 2-3” lol.
No bag of gummies for Steve and no Mikee’s sub for Jay.
They are all JV models this season so I wouldn’t weigh one over the others. It would be nice to get a consensus by 0z tonight but the way things are going, even if we did, tomorrow’s 12z will throw a few curveballs anyway.
Funny how you have globals like euro and gfs chasing convection with double boobs while meso’s consolidate it. Only the cmc global consolidates and frankly it’s been consistent…doesn’t mean it is correct though but you have to give consistency some weight.