Hoth

Didn't they have a record snowy January as well? That sounds like an awesome combo to me, crushing snowfall followed by straight slingshot into heavy heavy spring.

Happy Easter!

Two Masters in one six month stretch. Does it ever get better than that?

Sir, this is a Wendy's.

Both sides shipping lots of tanks and artillery in by rail. Definitely a tense situation. On an unrelated note, got my vaccine appointment. One step closer to ending this nightmare.

What is it, would you say, you do here?

I found out today one of our contractors had it recently and went deaf! Never heard of that as a symptom before. Hope his ears come back.

Ha, I remember that summer. I was a lifeguard and the pool was like 68 degrees for most of the season. Rained every day. Nobody swam. Probably easiest money I ever made.

I don't know about the Powerwalls, but I've heard a lot of nightmare stories about Tesla's solar panel operation. Residential and commercial fires, skipped permitting, sub-standard installation, non-existent service etc. Here's a recent article that just came out a few days ago: https://www.businessinsider.com/tesla-solar-panel-fires-walmart-amazon-safety-regulator-investigation-foia-2021-3

Do we have any peer-reviewed data on the efficacy of the vaccine against B117 or the P1 variant? I'm concerned they may be different enough to evade antibodies, but I haven't seen anything concrete yet.

Cool. As long as you've done your research. I just have a lot of skepticism about the way Cathy runs things. She gives me vibes of some of the momentary celebrity tech fund managers of the late '90s that blew up in the recession. Recently she tends to sell down her higher quality liquid positions and double down on lower quality illiquid stuff, which could be trouble if they face a period of sustained redemption pressure. She also recently suspended concentration limits in her funds, which from a risk management perspective is a bit of a red flag. Her research notes usually don't have any real analytical underpinnings, just a bunch of GIGO models with silly assumptions. And I should point out that one of the biggest weightings of that space ETF you mentioned is another Ark ETF. That sort of double-dipping raises an eyebrow as well.

Any thoughts on whether the ongoing unwind of Archegos could lead to a more general degrossing of hedge fund lending at prime brokers? Some risk officers are probably sweating this morning.

I won't make a recommendation either way, but I would strongly strongly urge you to do your due diligence before putting money at risk.

Pounding. Stein denied.

More Tiger Cubs blowing up?

Used to love hitting the Bowl in college. We had shuttles from campus all day during J term. They don't call it "Club Midd" for nothing. A tornado up there is hard to imagine at any time of year, let alone March!

lol. Not something I'd ever considered before, but there's probably a surprisingly large addressable market for that sort of thing, at least for flatulence sourced from celebrities. Like, what would Wiz pay for a certified T Swift toot? Maybe we should set up a shell company and do a SPAC...

Along with the guy who sold his flatulence for $85, I consider NFTs an excellent indication that we're nearing peak-bubble.

It's not a lie if you believe it.

Is the shed blue? If so, save it and designate it a neighborhood shelter for the next cat 4.

The nape is torched.

That satellite/radar composite at 39:20 is one of the sexiest nor'easters I've ever seen. I don't even remember this storm. Must not have done much in SCT.

Nada. Looks like 50" will elude me by a few tenths this year.

Yeah, nice little surprise.