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.
Just in time for summer, the artificial turf went in and the terrace project is complete. Call it a veranda, call it a gazebo, call it an aviary, call it a beergarden, call it a baby corral, call it a baby thunderdome. Just don't call it unfinished, or we'll have to settle it in the baby thunderdome.
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.
I hit the big one. Luckily this game is co-op so I didn't have to do it alone.
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.
This one is all about plateaus and precipices. And other things.
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.)
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.
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.
A lot going on in this one, here's a quick table of contents:
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?