Tim Pandajis

Yikes! Close to if not matching April market bottoms.

#Melissa stalking Jamaica - on the cusp of a Category 5 - taking on an annular satellite presentation (looking like a buzzsaw)

@Paki1Champ25687 Certainly not, still opportunities to be found now that a cut cycle has likely begun, especially looking at small caps.

@TimPandajis is this automatically the case - the MM funds move into equities despite these valuations?

The Fed approved a quarter-point interest rate cut yesterday. As of last week there is still 7.3 trillion sitting on the sidelines in money markets. The Fed is clearing the channels for that capital to flood into the stock market. Rally in stocks may continue on…

Massive beat this AM in PPI data… 2.6% vs 3.3% expected Core PPI 2.8% vs 3.5% expected These types of inflation numbers paired with softening labor market means rate cuts will be crucial to avoiding stagflation CPI out Thursday at 8:30am

The Fed is in a tough place; BLS revises down past year jobs #'s cutting nearly 1M - US labor market in worse shape than originally thought - this would signal the Fed needs to cut and should have already been cutting for months... BUT, inflation is creeping up, CPI and PPI prints this week if those come in hot it would signal the Fed to hold rates steady. What's becoming more apparent is that dreaded stagflation may be on the horizon. What does the Fed do next week? Market seems to be shrugging off the growing issue.

A nice surprise this morning U.S. Q2 GDP at 3.3% vs 3.0% expected. This on top of an NVDA Q2 earnings beat. Market may run right up until possible rate cuts announcement on 9/16

It looks like the markets like what Fed Chair Jerome Powell said this morning from Jackson Hole, WY - rate cuts looking likely in September. Russell rallies to its highest point so far in 2025.

@DerekOrtt Fernand as its replacement on this year's list, interesting!

I seem to recall another low latitude wave in the central Atlantic that the models said had absolutely no chance of developing. Got me wearing a dunce cap at an HRD map discussion the Tuesday after labor day It's name is Felix Not saying this is Felix 2.0. But don't sleep on disturbances just because the all mighty models say it won't develop

@JeremyDeHartWX @53rdWRS appreciate all you do! Get some rest, you deserve it!

The final @53rdWRS mission into Erin is just wrapping up. This was the 24th recon mission on this storm, several of which were ~12 hrs long. Now set to begin flying on #90L into next week as it heads toward Bermuda. Hug your local hurricane hunter. 😅

🚨First map of the 2025 Season!🚨 Here is The Foliage Report's latest map for Alaska as of August 20, 2025. As many know, Alaska is the first U.S. state to show fall colors and I can now confirm there is low color showing from northern Alaska's tundra.

Just a casual 39' wave just east of Erin's center.

Erin is rounding the SW periphery of the subtropical high and has encountered extremely weak steering currents prompting forward motion to come to an almost standstill it looks like...

Pareidolia, tell me what you see...

27' waves slamming a buoy about 100 miles NNE of Erin.

@DerekOrtt Great point!

@TimPandajis not sure it will get much stronger (and I only have it at 100kts as per earlier aircraft data). While I expect the pressure to fall, much of that will be directed toward the major expansion of the size of Erin

Erin's eye warming and clearing - how strong will it get in round 2?

Buoy 150 miles north of Erin - recording 20' waves.

Teeny tiny little eye.