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Hoth

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Everything posted by Hoth

  1. I'm not too familiar with the nuances of 10b5s, but usually they have a predetermined frequency and a set number of shares. I've never heard of one that triggers based on matching a certain stock price. The CEO dumping 60% of his holdings in one fell swoop will always raise an eyebrow.
  2. Yes, I seem to remember Herman Cain advocating something similar. Why don't you lick a few doorknobs down at the local ICU and show us the way. It's just the flu, after all. Get it over with.
  3. You do know infected kids can transmit to their parents or other vulnerable populations, right? More infected kids probably means more sick and dying teachers.
  4. If this gets bad enough, you'll get a self-imposed shutdown of sorts. We saw that happen last March before the official shutdowns began. People were instinctively avoiding public gatherings, theaters, restaurants etc. We are more used to the thread of COVID at this point, so the threshold for drastically changing behavior may be higher, but if we start losing 2 or 3K people per day, it will start to sink in.
  5. That's absolutely fair. The spontaneous gatherings last Saturday will undoubtedly contribute to the rising case load, as did holiday gatherings over the summer, protests over Floyd, and Trump rallies.
  6. Yeah, flu isn't nearly as communicable, so masks and distancing really work to tamp it down. COVID fatigue seems to be real too. I was driving around downtown New Haven Saturday evening and noted the sidewalks were jam-packed with diners. Great for the local restaurants, but I'm not sure it mitigates risk being outside if you're shoulder to shoulder with fifty other people eating without masks.
  7. 10% of Americans own 90% of the market. Fed has been bailing out America's wealthiest with trillions in balance sheet expansion.
  8. It would be pretty tough to outdo last year in the ratter department. I don't think I broke 10" on the season. Dumb luck in a crap pattern can sometimes deliver as much.
  9. One of my maples went from being green on Sunday, to yellow on Monday, to dropping almost all its leaves yesterday. I don't think I've ever seen it go that quick.
  10. The dollar is already under pressure from the enormous deficit spending our government has taken on this year, (and previous years frankly) and the implications of a similar follow-on program would be further acceleration of that downward trend, with resulting rising bond yields, commodity prices, general cost of living, you name it. With Republicans maintaining control in the Senate, I'd say the chances of any stimulus of trillion dollar scale passing again are slim. There was also remarkable fraud in the PPP program; it was rolled out with such haste that there weren't sufficient safeguards for taxpayer capital. The number of new businesses registered the month that program became active was off the charts. Frankly, even with weakness in the economy, unless the stock and credit markets rolls over bigtime, you're not going to see real urgency out of our government. A market at all time highs does not signal distress to these people.
  11. One of the greatest live concerts ever IMO. "Big Business" another great track.
  12. I got a kick out this. For those of you who watch "It's Always Sunny":
  13. With the election and Thanksgiving coming in a few weeks, it's going to be ugly everywhere.
  14. Some quality programming on WET. The rhymes are just so tight!
  15. Oh yeah. Dark hair, slight build, smaller unaugmented chest. Attractive, but by no means a standout other than being tall. Truthfully I think she was prettier then before all the work she had done. Edit: to her credit, I'll add she was both quite nice and articulate.
  16. Blech, perish the thought. Ivanka has all the brains in that gene pool, but she's just as morally bankrupt as the rest. Side note: I once accidentally dumped a lunch tray on her in high school. Was mortified as the time, but now I wear it as a badge of honor.
  17. The recent weakness in the dollar makes no intuitive sense to me. With a split senate, the odds of another multi-trillion dollar stimulus package getting through drop to almost nothing. Perhaps it's signaling that the Fed will instead take up the slack by printing trillions instead, but I still would've taken the recent developments as dollar bullish, especially given that Europe is probably going to stimulate hard with the ongoing lockdowns there.
  18. Regardless of how this presidential race turns out, this election looks like a move towards to the political center. With Democrats losing some ground in the House and gaining a bit in the Senate, it's clear the American people have rejected much of the extreme rhetoric of both the right and left. If Joe wins, you'll have a fairly moderate and traditional politician without the congressional support to do anything too polarizing. He will have to govern from the center to get anything done. Hopefully this can be something of a reset from the last two decades of hard swings back and forth between the more radical left and right elements of society. Perhaps the spirit of accommodation will once again creep into government, as the Founders intended. I won't hold my breath, but just maybe we can reset to a more 90s style of governance.
  19. Ironically, by suggesting mail in ballots were problematic, he probably exacerbated the skew in the ratio even more. He told his base they were unreliable, so they overwhelmingly voted in person. You see that in the PA results. Big Republican lead on election day, but 78% of mail in ballots are going to Biden so far and the gap continues to close.
  20. Must be killing Josh M. not being able to chase these beasts recently.
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