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    Twas a Good Day - Didn't Even Need to Use my AK ...

    Twas a Good Day - Didn't Even Need to Use my AK

    491809
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    RIPE From the Land of Woolly Mammoths 482574

    RIPE

    From the Land of Woolly Mammoths

    482574
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    ^^^^^ People like Brock believe this is...

    ^^^^^

    People like Brock believe this is orderly and just like last time. It is not. Just wait until the market takes the Feds hand and slaps it with higher rates. Then the sheep will realize...
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    7% and yes you can lose 30% if you take duration...

    7% and yes you can lose 30% if you take duration risk. If you get lucky and what you say happens. SELL.
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    Unfortunately the time has not come to buy just...

    Unfortunately the time has not come to buy just yet.
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    Sure and they are still way underfunded!

    Sure and they are still way underfunded!
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    This will need to bounce from here or else..... ...

    This will need to bounce from here or else.....

    Banks, Pensions, CB's, Funds sitting on 30 year paper from 2020 with a 1.25% yield now have lost 52% of the principal. Euro and Japanese versions...
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    Come back to this post circa May 2023 where I say...

    Come back to this post circa May 2023 where I say the "market bottoms in the first Quarter 2023 (April)." Do not expect them to bottom the same day but within days or a few weeks.

    467145


    But...
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    Page 3 Bump / Signal the Top is in or Close ...

    Page 3 Bump / Signal the Top is in or Close

    We F*cked!
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    Otto....Kirkwood is not crowded during the...

    Otto....Kirkwood is not crowded during the holiday blackouts. In fact, if it is not a legit powder day, it can be quite empty. Smaller than Palisades or Heavenly, but IMO a lot more fun than Heavenly...
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    Wait until you miss a less than 2 footer in a...

    Wait until you miss a less than 2 footer in a tourney. You think they are easy make them everytime you have them. Do not ever let someone give you a gimmie unless they are like 3 inches. You need...
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    455819 455823 455820 455821 455822 455824 ...

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    This course really has some special shots you could spend the entire round behind your phone.
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    Your probably right but playing Royal for old...

    Your probably right but playing Royal for old time sakes. Emerald was super fun last time I played it.
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    Dunes is holding a US Open qualifier is a few weeks and played very nicely.
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    Leaving the snow capped peaks of Northern...

    Leaving the snow capped peaks of Northern California for the palm lined beaches of Maui. Dunes, Plantation, Kaanapali Royal on the menu.
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    Sometimes During this time of year I like to...

    Sometimes During this time of year I like to reflect on the season and ski real fucking fast!

    That was fun today.

    Not even close to our French buddy @159mph... damn though
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    SPLENDID! 452797

    SPLENDID!


    452797
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    Even if it snows a tiny bit I am screwed. I have...

    Even if it snows a tiny bit I am screwed. I have to go to the street then on those banks. My driveway is done.
    450975

    Also the Praxis Lahsa Pows are Muy Bueno!
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    Another fun time was had at S@T. Not quite as...

    Another fun time was had at S@T. Not quite as good as yesterday but they managed to get Westbowl going and that was good. They also popped Grand View again but I was already back home when I...
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    Definitely one of the finer mornings I have ever...

    Definitely one of the finer mornings I have ever had
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    Today was a good day even with other AM...

    Today was a good day even with other AM obligations it was worth it and still was able to get 3 solid runs. Aside from the wind whip it was some tasty.
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    Thought skiing in the Blizzard was Ahs. But not...

    Thought skiing in the Blizzard was Ahs. But not all time. Props for AngelsParadise getting things open though. I was finding it difficult to manage the very deep light snow that would sometimes...
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    Little mo surfy today! Amazing how it changes...

    Little mo surfy today!
    Amazing how it changes day to day.
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    No kidding. Pretty sweet on that truck catching...

    No kidding. Pretty sweet on that truck catching fire yesterday on the 50. S@T was splendid. Today was mucho different.
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    448671 448673 Left the cold and snow of...

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    Left the cold and snow of NorCal for a weekend in South Florida. Was delicious and got out with a strange set. Put together an 86. Played with some Cousins I don't get to see...
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    Way too crowded at S@T

    Way too crowded at S@T
  26. I saw a picture and it was quite large and...

    I saw a picture and it was quite large and encompassing, super scary!
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    https://www.2news.com/news/two-skiers-injured-in-o...

    https://www.2news.com/news/two-skiers-injured-in-out-of-bounds-avalanche-near-heavenly-mountain-resort/article_777347bc-984d-11ed-85bd-1f540acdcaf3.html
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    It's a trip now. Wall to Wall powder fields....

    It's a trip now. Wall to Wall powder fields. Little bits of rolling makes it more difficult than you would think to properly find all the nooks and crannies now so the Powder was abundant and it was...
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    Heavenly was Angelic yesterday! LTUSD tried to...

    Heavenly was Angelic yesterday! LTUSD tried to hose me but S@T Westbowl was quite yummy today too!
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    It's not just the Heave. Just keep experiencing a...

    It's not just the Heave. Just keep experiencing a slower go of things, Rona - hungover - lack of employees - go fuck off excuse. Center berm in town is no different or the blower n the hoods...seems...
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    Super impressed with S@T kiddo program! ...

    Super impressed with S@T kiddo program!

    Heavenly is like a fucking black hole of suck. If you guess correct you are having fun. If not you feel so dumb and they DO NOT CARE. Several examples...
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    S@T was mighty fine & pleanty deep! 442668

    S@T was mighty fine & pleanty deep!

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    Some fun was had at S@T but that place is not the...

    Some fun was had at S@T but that place is not the same storm resort it once was. Trees are very nice friends on low visibility cloudy days.
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    Kirkwood about to pop 6 for 40 people AGAIN...AND...

    Kirkwood about to pop 6 for 40 people AGAIN...AND THE ROADS ARE CLOSED.
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    Best of luck today moving cement 💪 at least it's...

    Best of luck today moving cement 💪 at least it's only today before we get a break 36 hours of this would have been brutal
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    Looks like some fresh creamed butter will fall...

    Looks like some fresh creamed butter will fall upon our lands. Should build the base and repair the snowhoars.
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    Here is mine. 2yr above 7% and the rest also...

    Here is mine.

    2yr above 7% and the rest also higher than they are today by a bunch by this time next year..

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    Well good old Sam Corzined Your Funds Bankman...

    Well good old Sam Corzined Your Funds Bankman Fried has spoiled the 3rd quarter low. But we are under 17569 which is the month end number to hold or else support is around 10,400. Looking at next...
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    Notice how nicely the asset markets turned when...

    Notice how nicely the asset markets turned when king dollar decided to fall out of bed?

    1. International War #3 continues to cause inflationary pressure that Central Banks cannot fix. Also sends...
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    The sophistry masking at sophistication will be...

    The sophistry masking at sophistication will be the ultimate demise. SBF takes the crown for the winningest looser of them all so far. Crypto ain't replacing shit, keep shilling!

    The tech is...
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    429998

    429998
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    #4 and the $50 Trillion with a T of "Assets"...

    #4 and the $50 Trillion with a T of "Assets" currently invested into bonds trapped in an inflationary + currency + energy + financial catastrophe death spiral that will have very much trouble...
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    Less thinking for sure

    Less thinking for sure
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    Shot an 85 (+14) in our 3 clubs and a putter...

    Shot an 85 (+14) in our 3 clubs and a putter contest. I used 5i, 9i, 52*, putter. My thinking was 200 -150- 100. Low round used 3wd, 8i, 60* (+5).

    I found I was able to make some sweet shots...
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    I thought 2008 was a fun learning environment....

    I thought 2008 was a fun learning environment. This will be even better. The politicians and academics do not even have enough knowledge to grasp the problems (they created) and we expect them to fix...
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    428262

    428262
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    428158

    428158
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    More Spending + Higher Debts + Lower...

    More Spending
    +
    Higher Debts
    +
    Lower Confidence
    =
    Lower Rates

    I need some of whatever you are smoking. It must be good shit!
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    4matic that January piece is a bit more opinion...

    4matic that January piece is a bit more opinion than the one I posted... Again just some tidbits being dropped from the outliers...Not the CNBS types.
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    https://bondvigilantes.com/blog/2022/09/the-liquid...

    https://bondvigilantes.com/blog/2022/09/the-liquidity-haves-and-have-nots/

    "pension funds are/have been servicing ever increasing margin calls driven by the extreme moves in real and nominal...
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