Thursday, February 20, 2020

The newest virus rumor.



If true - this has been in the wild in Iran for three weeks.

I think the whole market is being delusional. We all just hit the biggest effing ice berg imaginable. And not one single person I've talked to this week has listed the virus as a concern. I think people are really going to be caught short footed. Especially right after the holidays when they ran their credit cards  up. And all that Fed printing made the party seem awesome. The Fed really beat people into submission I have to say.

I think we get inflation and deflation all at the same time. That is a headwind that most of us have never experienced. And recessions never act the same. The market wasn't that strong before this hit. Despite stock market prices.

They aren't even counting the people on voluntary quarantine.

Coronavirus live updates: California has thousands in home quarantine, recession risk to U.S.

I'm going to go on record to say that we don't even know what the real number is in California because tech companies that have exposure are voluntarily having people self quarantine for two weeks.

I know this because this happened at Mr S's office. One person was in technical quarantine, the other person had just returned from Wuhan and the office had him voluntarily quarantine.

Mr S. found out about this about a week ago. That is when I realized I should take this whole thing a bit more seriously. I'm not even sure what the status of the person is who was NOT on voluntary quarantine. The other one came back this week. There is zero percent chance that all tech companies are not doing this too. They just are never going to be counted in the numbers.

It does give you a certain attitude though. While you limit crowds- what difference does it make now?

Wednesday, February 19, 2020

This is spiraling out of control.



I'm starting see a bunch of people saying that Iran in now locking down cities. It will be interesting to see how that works out.

Tuesday, February 18, 2020

It will be interesting to see what happens with my new ghost lot.



I think I just started talking about this thing two weeks ago. It is a VERY hard place to get shots. When I get a minute I am going to have to go out there and walk it. It's at the end of a runway, and there aren't many good places to pull off.

Anyway.... it's a multi lot. It has Audi's, Subaru, and suddenly a lot of Land Rovers. The lot has doubled in size since the first time I saw it. But since car production is pretty much is shut down right now,  so maybe these will get pulled out. Who knows how bad this gets? Maybe they have to part them out. Just kidding! Or am I?



This.



It's fun to pretend we don't need the rest of the world, but it just isn't true. I would start looking for chairs.

Monday, February 17, 2020

Imma try to catch you up.



So.... it basically feels like summer here. This means I'm doing Spring stuff now. Like prepping the garden and thatching the lawn. I'm also trying out the new supply chain. The post China supply chain.

Luckily I'd already had most of this in motion before China went crazy. I ordered flooring made in Europe! I guess now since there are tariffs on Chinese goods - other countries have come out to play. And honestly.... just aside from the politics - it's just nice to have a product in the market that doesn't come from China. We are bored of Chinese Floors. Give us something new.

I guess these are their daily drivers now.



I've known they've had them for a while, but I just find it ridiculous that the popo are driving them.

Thursday, February 13, 2020

I think the market hits 30,000. before it falls off a cliff. Everyone needs a hat right? You know they have them printed up.

Crash test Teslas.



Spotted these yesterday.







Wednesday, February 12, 2020

Tuesday, February 11, 2020

Where is all of this money going!?



Larger.

It certainly isn't here. This is the baltic dry index.



Larger.

Monday, February 10, 2020

Sunday, February 09, 2020

I need a Sunday do over.



Today was basically like being in a washing machine. We had a huge wind storm blow in over night, and the wind was just howling and shredding everything.

We got our first power hit right when Mr S. was making coffee. This is where we wondered if we now need a UPS for our coffee maker. The power came back on for about an hour, then was out for about four hours.

Trees were down literately EVERYWHERE.



Someone downtown found out today they needed a new roof. Because the wind was strong enough it was literally throwing shingles off. And it sucks because you can't even wait until fall. It feels like summer right now, but the rain will be back soon and that storm shredded this roof. As much as I ate windstorms, at least I'm not that guy.



Not a great shot but this is a tree on it's side.

Power is out at the Snarkolepsy servers. Images are down. I self host. Reply to comments later.

Friday, February 07, 2020

Ericsson has now pulled out of Mobile World Congress. And Nokia is considering it.

Everyone is wondering if they might just cancel it this year.

Thursday, February 06, 2020

China.

It's very surreal to see everyone pretending like the China thing isn't happening. That place is completely spiraling out of control. Everyday has a new theme.

Yesterday it was all videos of people trying to escape quarantine because people believe they are just going to be killed. I've seen people drive through barricades. Today social unrest has started. Just look at what they are doing to people!

Everyday I hope things have leveled off, but it doesn't seem to be. Today they are going door to door to round people up for quarantine camps. Which sounds super not real, but..... everyday in China is a new crazy.

And everyone seems to be ignoring the economic hit. More flights have been canceled than 9/11.
Take this gem of a headline. Asian markets surge as coronavirus fears fade.

In what universe have the fears faded? They have run out of hospital beds there and aren't even admitting patients at all!

While everyone is focused on Trump 24/7, quietly companies are pulling out of trade shows.
Lockheed shrinks Singapore Airshow team over coronavirus, Pentagon considers same.

It looked like Trump had manufactured a soft landing with all that money printing, but now I don't think that is going to save us.

Tuesday, February 04, 2020

Both LG and ZTE have withdrawn from Mobile World Congress. Which I think is the biggest cell phone convention on the planet. It's like the world has just stopped.

I guess nothing truly matters.



Macau to suspend casino operations for 2 weeks to curb spread of coronavirus.

Can't fight the money printers I guess. This would be like shutting down Vegas for two weeks. I mean, like it matters with all the other stuff.

In other news...... this is how they are rounding up Chinese today. Here and here.
Remember how crazy people made us out to be when we called Obama a socialist?

Now the Democrats have their panties all in a bunch because Bernie is getting robbed.

It's really the craziest time to be alive. Before we know it - Obama will have been a Democratic conservative. Said in the most sarcastic way.

Sunday, February 02, 2020

Saturday, February 01, 2020

You have to wonder if China will ever be the same.

I have to do some yard work today. Then I'm going to watch The Flu.

When the pandemic first started Mr S. told me about this movie because instead of treating infected people - they were just killing them. And now a LOT of people in China think this is actually happening. People are trying to evade quarantine because they just think they will be killed.

I guess last night they started killing their pets. There were a lot of stories of people throwing their pets off of buildings because they think they can transmit the disease. This morning the government said they were going to cull them.

And they started welding the doors shut of people who they thought were infected.

Zombie/horror movies can never be the same after this. Right?

Friday, January 31, 2020

HUH. I didn't think the market could go down with that big REPO bazooka gun.

I mean, manufacturing has been in contraction for seven months and no fucks given.

"Chicago PMI falls to 42.9, well below consensus"

That is a truly ugly number. Any reading below 50 is contraction. And that isn't even kissing 50.

Thursday, January 30, 2020

I sort of understand why all the Gadget blogs went all SJW. If we had to rely on technology to write about - ALL THOSE BLOGS WOULD BE DEAD. It's freaking ridiculous!

Wednesday, January 29, 2020

Monday, January 27, 2020

It's the return of . . . ghost lots.



Well.... it's just one lot for now, so don't get too excited.

I got bored of this last year. The lots stopped growing and in most cases eventually disappeared.

So, when I heard about this new lot pop up at the end of a runway - I had to go out. It's a very recent development, and they were adding new cars while I was there. It seems like a multi lot.

They have a bunch of Hondas, some Audi's ( I don't like the 2020's - so I don't know what these are), a bunch of Subaru's, and a smattering of LandRovers. (probably 10)













Sunday, January 26, 2020

Doormat frog.



He decided that he wanted to hang out and watch big screen TV inside. We couldn't figure out how he got in the house. But when I let him out - this is where he went and explains probably how he got inside without us noticing.

It wasn't me.

Friday, January 24, 2020

Field trip Friday.



There is an enormous amount of excitement in the aviation industry in Silicon Valley right now. Next month they are suppose to demonstrate a bunch of those VTOL's. (I'm going to call them drone helicopters for now.)

So.... today I got to tag along to see all the simulators they have at Moffett.

This one was a 180 degree simulator that you got to fly and land a VTOL.



Next was "Future Flight Central". Which was a 360 degree flight tower simulator which was set up to mimic LAX.











In this pod you got to simulate being a passenger.





These buildings are massive.



This is a replica of Vertical Motion Simulator. Because there is no way to get this all in one shot.



A control center for another pod where you could see what it felt like for a pilot.














Then - the wind tunnel!