In this post:
It's been a busy week for F5 keys across the country. Monday morning greeted me with this:
It seems like everyone is on the lookout for catalysts and indicators. One of the recent ones was vehicle repossessions. Sure enough, that was a thing in 2008:
Footwear, Netflix, and a bad week for CPI and crypto.
The major indices were on the rise at the end of June but sentiment seems to indicate that we're on a pretty significant downslope. Probably don't buy every dip.
A few weeks ago I talked about real estate, margin loans, and Elon Musk. I wasn't entirely convinced by a WSBer's assertion that we were headed for another real estate meltdown, though I think a market and real estate pullback is long overdue. Nothing has kerploded, but there's another chapter in this saga. (Fair warning: this post has plenty of other people's crude language and usernames.)
Investing, video gaming, internetting, parenting, learning - the usual.
In this post: construction, code, and catching falling knives.
I haven't started a new playthrough of Dragon Age Origins, I just dug up an illustrative image.
Whether or not covid is truly in our rearview, everything has returned to the pre-2020 norm (more or less).
This one is all about plateaus and precipices. And other things.
Changing the calendar number from 2021 to 2022 means there's data to be analyzed.
So other than progressing plot and content, I don't expect to have much to add to my initial take on Far Cry. Well, except a surprise visit from Danny-f'in-Trejo.
Another variant, another Far Cry, another Cowboy Bebop, another L4D, another Nioh, another Mass Effect. Oh yeah, and I mentioned all of them last month. (What I'm saying is my post title is totally on point.)
So everyone's agreed there's going to be a market pullback, right? Any day now. Yeah, I know, bears have successfully predicted 4 out of the last 20 crashes. If this is sustainable, I'll eat my modest gains and some crow. So let's set that aside and assume we'll drill *at some point*.
After a covid year off, Friendsgiving returned to San Marcos where we squeezed eight families into a not-particularly-code-compliant VRBO. The last part isn't all bad; it meant there was a 30' waterslide and we could play Danger Pong.
Posting has been somewhat hamstrung. For one, I've upgraded my phone and camera hardware. The other blocker has been an overhaul of my photo preprocessor.
Let's start with the hardest-hitting item. Costco has a $200 handle of baijiu. I'm not sure if it's more shocking that someone decided bamboo liquor was worth importing or that there is a baijiu that costs more than 8 yuan.
Breakthrough cases? Pshhh, this is fine. Right?
Not really. Well, do what you want, this just a journal of investment adventures not a source of investment advice. The title is just a catchy way to talk about my mid-year report card and another fun chapter in the LMC saga.
Well, we still don't have flying cars, but it looks like space tourism has finally arrived.
Big moves this week for the two tickers I've been following most closely. First, some (dark) giggles about a company I don't go near in any sense:
A lot going on in this one, here's a quick table of contents:
So I previously talked about being a huge fan of vaporware and the figureheads that hype them. This weekend I even rounded out my '08 crash trilogy with its Enron prequel.
The Kevin Smith's Ankle Memorial Palapa has also received the apt nickname The Baby Stable. With the supporting structure built, the wall and roof materials arrived.
I tried to think of a better title - I really did. It's bad now, but in a couple years I'm going to say, "A portmanteau *and* that word we no longer use, spluh". But, like, that's what it was. Memorial Day weekend and then the memening of GME, AMC, and BB. There's no other way to describe it. I'm sorry but I will not apologize.
The backyard terraces need fencing. Since there are two terraces, it almost made sense to connect the two and create a verdana/gazebo/pergola/palapa over the middle terrace.
This guy no longer has to worry about covidd (spelled thusly: c-o-v-i-d-d, the extra 'd' is for a double dose of the Moderna).
The WSB v. hedgie class war briefly took a back seat last week as an unrelated institutional investor caused Morgan Stanley and Goldman Sachs to do a Margin Call LARP.
I had put my max difficulty/evil plot arc Fire Emblem playthrough on ice so that I had something to do on flights and layovers for our Jamaica trip.
Failing miserably is something that everyone does from time to time. They either obsess over it or pretend to grow from it while quietly obsessing over it. Sometimes the fails aren't of the "I did the right thing and didn't succeed" flavor but more of the "I know better but still did it" flavor. The beginning of February has been pretty faily in kilroysville, but I see it as an opportunity to grow.
Wednesday saw GME go mainstream after being largely contained in Reddit, financial news, and specific social media streams. The latter half of the week was all about the "retail traders who took on Wall Street". Chief among them is DFV himself:
On Friday, Gamestop had rocketed to the 70s and closed the week more modestly. I decided to fomo in; if the millennial traders were going to yeet the rich, I had better join them in case I end up against the wall some day.
Today in the Financial Times of Kilroy: what the heck happened on Friday and what's going to happen Monday?
It's 2021 now. Not too different from 2020 but people are more optimistic.
Whether it's the fireplace, the geforce, or sunny surf sessions, xmas vacation has been about staying warm.
The first week of December almost always brings one of the biggest swells of the year. This one wasn't epic, but good enough to take a vacation Friday for some 0730 shooting and 0930 surfing. The lead image is a pretty good depiction of the difference between pre-sunrise shots and early-sunrise shots. The Black's cliffs make for a pretty tight window for good lighting.
Since it was just the two-ish of us, Jes and I went to the Lodge for Thanksgiving lunch.
Derrick put together a crew for a stealth mission over in Del Mar. I ordered a ball mount dive light from Amazon to help address the challenge of focusing at night. Frustratingly, I ran into the same issue that I experienced with some cables for my media room buildout, they simply sent me the wrong item and right label.
So last time I let people offer to buy my shares at a higher price than I paid, taking guaranteed money and keeping the collateral if the share price doesn't go high enough.
A little starfighter chat and then my next iteration in trading. I passed pilot level 15 after maybe a dozen dogfights and fleet battles, that doesn't intrinsically mean much except in the context of unlockables. I have most of the mods I want, leaving a few to acquire for tuning and experimentation. And I've acquired some fun cosmetics like the Twi'lek skin and some neat fighter paint jobs. I'm pretty happy with the rate of unlocks, though it'd be neat to have more variety in cosmetics.
You already know about the covid, now you know about the sharks. The (relatively mild) brushfires have given the sunlight a pleasant orange tone.
Covid continues, but the surge appears to have tailed off some. I guess this is the new normal until one of the many "almost-there" vaccines works out.
Covid time is time to revisit old projects and entertainment.
July is here, that means 80-degree days/70-degree nights, bbq, and crowded beaches - despite the whole pandemic situation.
The album isn't new or anything, just decided to use the art.