Oh yes. I meant the 1st level reaction. Chrissakes we already modeled Trump’s passing. Its all baked inOriginally Posted by sonatine
Oh yes. I meant the 1st level reaction. Chrissakes we already modeled Trump’s passing. Its all baked in
Oh yes. I meant the 1st level reaction. Chrissakes we already modeled Trump’s passing. Its all baked in
lol youre absolutely bonkers if you think big swinging senate dicks dropping dead is priced into the market.
spy 180 is a bottom point WITHOUT the economy disintegrating and government continuity being threatened by a plague.
spy 180 is the bottom just for losing our baby fat. everything else = muscles getting cannibalized until people can leave their house and go shopping for toilet paper again.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
behold, the miracle of a 4tn fed debt purchase.
we went from down 650 to down 350. and rand paul's status hasnt hit drudge yet.
speaking of which submitting that article to him now.
KANPAI.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
Senators dying .... I’ll call you.
lol youre absolutely bonkers if you think big swinging senate dicks dropping dead is priced into the market.
spy 180 is a bottom point WITHOUT the economy disintegrating and government continuity being threatened by a plague.
spy 180 is the bottom just for losing our baby fat. everything else = muscles getting cannibalized until people can leave their house and go shopping for toilet paper again.
I know precisely your “baby fat” reference and I am a believer. Encyclopedic recall of all your work.
I’m talking Monday. I think we are singing in perfect harmony big picture. You gotta understand Weds is a long term capital gain in my world.
Senators dying .... I’ll call you.
I know precisely your “baby fat” reference and I am a believer. Encyclopedic recall of all your work.
I’m talking Monday. I think we are singing in perfect harmony big picture. You gotta understand Weds is a long term capital gain in my world.
yeah apologies if im talking past your points. if trump shuts the fuck up all day, monday green might happen. id absolutely love to see it happen because i left a amzn call cooking and id love to cash it out +. and the fed movement gives me hope.
but everything is so fucking fragile right now, short of an actual 'we have this shit licked' announcement, nothings going to 'fix' the market momentum, we are just going to have brief deviations from course.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
It’s the job loss data that I worry about.
Was it built in? I’m not surprised. We knew Friday. But it’s not me who sets prices.
Sunday is a new week for those that apply. This is all that matters. This is recession depression stuff.
I am not hanging on corona at all. You win by moving past the present.
It’s time to call in an appraiser and get a quote on the damage. That’s me.
Privately, I worry about the private equity world. My kid and the tech kids I like are gonna get wrecked. It’s a lock. Sad
Last edited by Sanlmar; 03-22-2020 at 10:42 AM.
that fed announcement bump in futures is already deflating.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
im not sure id worry about private equity, a lot of cash was accrued by VC firms in 2019. biotech markets are going to be intensely fertile.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
We will bookmark this for later. Be at least a little worried in the meantime.
This has excellent riff all over it but you can’t rush the yeast.
but honestly the more i think about your vc concerns, the more i wonder if we will see a tech market contraction further pressure the market towards lows.
the amazon rainforest = the planets lungs, and silicon valley = the american economy's lungs to an extent..
keeping an eye on bay area real estate price trends would be prudent.
"Birds born in a cage think flying is an illness." - Alejandro Jodorowsky
"America is not so much a nightmare as a non-dream. The American non-dream is precisely a move to wipe the dream out of existence. The dream is a spontaneous happening and therefore dangerous to a control system set up by the non-dreamers." -- William S. Burroughs
Private equity isn’t just rich billionaires funding - its pension funds and all manner of investment too.
Little venture puppy needs more food now. Not going as planned. Puppy was supposed to be self sufficient but obv ain’t gonna be.
Lotta layers. More fun to handicap than the Dodgers. You always know the Dodger outcome ahead of time.
I know Dodgers better than this but I’m allowed to bet
I want to share a thought about tomorrow and the poker game generally - my posts seem disjointed. I’m long Monday but see depression.
Grand unifying theory
When the last fool buys the asset (thinks he/she is getting a great deal on CCL at a discount) liquidity dries up completely and the no bid scenario develops.
You need a retracement to fall. It gives you liquidity. This idea is like a 3 wood or 7 iron in my bag. I could almost live without all the rest
It provides the requisite pain that is core to proper market function.
Mostly I’m bonkers
Last edited by Sanlmar; 03-22-2020 at 12:21 PM.
Private equity isn’t just rich billionaires funding - its pension funds and all manner of investment too.
Little venture puppy needs more food now. Not going as planned. Puppy was supposed to be self sufficient but obv ain’t gonna be.
Lotta layers. More fun to handicap than the Dodgers. You always know the Dodger outcome ahead of time.
I know Dodgers better than this but I’m allowed to bet
My company was in the middle of trying to acquire Series B funding for a software platform and cut their ask in half from 20M to 10M. From the sounds of it, doesnt seem that they are too confident getting that 10M either.
Tales from the hood. Thank you
My company was in the middle of trying to acquire Series B funding for a software platform and cut their ask in half from 20M to 10M. From the sounds of it, doesnt seem that they are too confident getting that 10M either.
My daughter kid is your neighbor. I used to refer to her as the Vegas Zappos daughter. Zappos was Amazon. She gets a good plug from the Amazon crew and she has bounced from one Amazon funded startup to another. This may save her.
Her bedroom is now a sewing room. Wife is making quilts. You can buy quilts cheaper than what it costs her to make them.
I know a NYC Greek themed restaurant developer that prolly didn’t his next round of funding.
Sparten
Odds?
I have his number.
A lot of people are saying cocaine kills this virus.
I feel like we are all posting in 4/5 different threads on the same subjects.
Truth of the matter is this bill they are working on in Congress is no closer to passing then I am playing QB for the patriots next season.
It’s unanimous 100-0 in the senate “something” is going to get passed. Same in the house. White House is on board too.
They have absolutely zero consensus on what’s going in it. This might take another whole week before whatever “it” is gets passed.
How can you detangle them? It’s all the same thing.
I feel like we are all posting in 4/5 different threads on the same subjects.
ELON was never about cars. Sonatine is a poet and he was using imagery to tell a grander story.
Musk will always be remembered as the face of the speculative stock bubble that ended in 2020 like Pets.com was 2000.
The old Elon thread was raised organically and naturally until Druff meddled. It was rebranded and dumbed down for radio randoms. Nobody had any trouble navigating before.
If you want to post barbecue here I really wouldn’t mind.
Merge the Elon Musk, Elon Tusk, Coronavirus, Bitcoins are DD, and Trump Train threads together and be done with it.
Today was cup cakes. Trying to get my daughter in the kitchen during this break.How can you detangle them? It’s all the same thing.
ELON was never about cars. Sonatine is a poet and he was using imagery to tell a grander story.
Musk will always be remembered as the face of the speculative stock bubble that ended in 2020 like Pets.com was 2000.
The old Elon thread was raised organically and naturally until Druff meddled. It was rebranded and dumbed down for radio randoms. Nobody had any trouble navigating before.
If you want to post barbecue here I really wouldn’t mind.
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