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Hoth

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Everything posted by Hoth

  1. Amen! Saw that as a sophomore at Middlebury. It really was incredible.
  2. I don't find open and pervasive market manipulation, or outright fraud, all that humorous. He's long since wiped out short sellers; but it'll be the longs who will take an even bigger hit when this thing comes back to earth. I can't wait to see angry representatives scream at Gensler and Clayton about SEC incompetence/corruption at the congressional hearings in a few years.
  3. Looks like we get our first front down here in the next few days. Excellent. Enough with the yellow jackets.
  4. Wow, it's sunny there? Haven't broken out of clouds and rain all day here!
  5. The only redeeming part of that winter was super Morch. Flowering magnolias on the Common mid-month took the sting away from that abomination of a winter.
  6. Congrats to the EMATT crew. My cousin in Scituate has four large trees down at his house, two of which took down telephone poles. Sounds like it was a hell of a blow!
  7. Boring. We hit that this morning. Man, what a soaker today though!
  8. Late October really delivers the last decade.
  9. This thing is already looking pretty sweet on satellite. Bomb it out!
  10. This whole thing has a vaguely Henri-ish vibe, just shifted southeast. The inverted trough look through NY and SNE, the retrograde. Feels like this may pack more of a punch though.
  11. Yes, DC getting its first inch of snow before I do would be cause for deep deep concern.
  12. God, my kingdom for an evolution like the 6z NAM in January with a fresh cold high in Quebec.
  13. So more rain than Ida potentially, and more wind as well. Got it.
  14. That's a stupid amount of rain. I will say that I like that the pattern is getting stormier as we get nearer to winter.
  15. I'm short the bubbly unprofitable stuff trading at large multiples of revenue as rates may continue to run a bit more. A deflationary shock is probably coming at some point in the next year. Whether that is Fed precipitated or an exogenous event is anyone's guess. Inflationary pressures are starting to erode margins in the U.S., the sugar high from all the intervention is wearing off, and the economic situation in China is probably worse than we know, given the power issues and growing number of RE developer defaults and yields on Chinese bonds generally. Meanwhile the markets continue to be priced for absolute perfection. Something's gotta give.
  16. We've had issues sourcing replacement batteries for the blower backpacks at work. Seems to be yet another supply chain bottleneck. They're really going to have to reconsider this whole "just in time" inventory approach in light of all the problems this year.
  17. Can I propose the NWS institute a falling acorn advisory? Jesus those things sting. A couple rung my bell during my run today.
  18. Thanksgiving that year was in the teens and twenties. Obscenely cold.
  19. Climo going downhill in a hurry from here, thank God. Enough heat and humidity. I'm hoping we can squeeze a few flakes right down to the coastal plain by month end.
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