Tuesday, November 30, 2021
This is getting good now.
I wish people would just quit making shit up.
Monday, November 29, 2021
Will cars be the new Mall anchor stores?
During the housing crisis I spent a significant amount of time writing articles about how people were overreacting about the mallpocolypse. They were just going to turn these malls into mixed use housing/retail. Santana Row in San Jose was the perfect successful example. And that is what happed over the years. We all survived.
Then last night I was talking to Mr S. about how he thought Rivian was going to sell cars. Car lot? How? I haven't been paying very close of attention to them (outside of their ridiculous stock price) because I have seen a million cars that never made it to market. Until I see one in the wild they are just another Far Away Future car. Which is what Mr S. started calling Faraday Future after we saw it at CES. He knew that car was never making it too production.
We all know that Tesla is already in malls, but possibly most people don't know that Lucid and Polestar also have mall showrooms at ValleyFair in San Jose. Right across from Santana Row.
I saw them over the summer and I found it perplexing. I thought mall real estate must be super expensive. But what if all the new car companies go direct to market and just set up a showrooms in a mall. Then they become a new anchor store.
Sunday, November 28, 2021
Something new in the 'hood.
Saturday, November 27, 2021
Friday, November 26, 2021
A reoccuring theme.
"Now, his analysis, reported in a preprint on medRxiv earlier this month, has become a crucial puzzle piece for researchers trying to understand the importance of B.1.1.7, the new SARS-CoV-2 variant first found in the United Kingdom. That strain, which appears to spread faster than others, contains one of the mutations that Gupta found, and researchers believe B.1.1.7, too, may have originated in an immunocompromised patient who had a long-running infection. “It’s a perfectly logical and rational hypothesis,” says infectious disease scientist Jeremy Farrar, director of the Wellcome Trust."
Let's see how well this ages.
A bit quicker than expected.
Thursday, November 25, 2021
Sunday, November 21, 2021
Peak.
Friday, November 19, 2021
The slow descent into blandness.
Sunday, November 14, 2021
Saturday, November 13, 2021
At least it's something.
Wednesday, November 10, 2021
They always hide how bad it is.
Checks notes - it took them seven days..... to double the amount of houses they are getting rid of. Seven days ago they were getting rid of 7000 houses. Zillow has landed itself into some good old fashioned negative equity. I'm guessing their problem stems from the chart below. But since my new rule is to not fight a printing press - it probably doesn't matter. Look at that crazy jump in April.
The media is finally catching up to what I said FOUR months ago.
"Walensky said the reversal was due to new evidence suggesting vaccinated people infected with the Delta variant “may be contagious and spread the virus to others.”
“This new science is worrisome, and unfortunately warrants an update to our recommendations,” Walensky said."
Gee.... seems like it was just (checks notes) FIVE days ago we were being told we didn't need to worry about the Delta variant.
The frustrating thing is - we see what is happening in other countries, and the US just ignores it. Time after time. Then everyone is shocked when we have the same result.
It's been WIDELY known since winter that the Delta variant was capably of immunity escape. Meaning it tries to evade the antibodies you develop to protect you. I have been saying for a little while now that if this is like a bad flu (for which you need a new vaccine every year) you are not going to be protected for future strains. BUUUUUUUT. It gets worse.
For about a week, it's been all over night time twitter, that even the immunity people get after the vaccine wears off. It hadn't been circulating for long enough to talk about it. But last night on the old people news they confirmed it without saying so. People who got the jab in December and January are in the running for a booster shot.
ALL of these people have been circulating around thinking they were immune. And the CDC has been on the hopeium train with the vaccine.
Places I thought had the best chance of controlling it are now seeing very large rises in cases. Despite a very high threshold of vaccination. Like Isreal, and Iceland. These countries have a deep national unity. Unlike the US where most people just want to see it burn down. My guess is they will get their wish. because they refuse to work together. At this point I think all the Democrats have to do to kill Republicans off is say - look, I think it would be a good idea to breath air. And the Republicans would say - I WILL NOT. I won't breath air if it's the last thing I do! And it's frustrating because I think we need all the Republicans. Otherwise our voting block gets smaller.
I don't make the rules, but people better figure this shit out soon. I've said it before - the chart goes straight up like a SpaceX rocket. And the oxygen requirements for this variant are much higher when people get sick.
Pretending it isn't happening will not save the economy.
Wednesday, November 03, 2021
Oh my.
"Zillow Group is looking to sell about 7,000 homes as it seeks to recover from a fumble in its high-tech home-flipping business.
The company is seeking roughly $2.8 billion for the houses, which are being pitched to institutional investors, according to people familiar with the matter."