Nate Miles

Maybe they blocked you because you suck.

@EricMGarcia Death, taxes, and Texans voting for the absolute worst human being available.

That sound you hear is John Thune pouring himself another whiskey as he begs for Trump to endorse Cornyn

@StevenMandrapa In my experience, civilians in "creative" fields have a very narrow view of creativity. (I am not characterizing KV as a civilian - referring to my personal experience with regular folk)

@grapesunwrapped If I’m a KU fan, I’m stoked to see Peterson leave.

Rick Pitino is a very good recruiter and game prep coach. Lately, his character and in-game coaching are wildly overrated. Then again, I love seeing Bill Self's face when he loses. #MarchMadnessMBB #NCAATourney

@guy_public @liftblog And as you say, that works until it doesn't.

@guy_public @liftblog One major impediment to weather hedging is that folks are conditioned to wearing it, so they hand wave it away and then use it as an excuse, unless they can buy it "cheap", which = less than fair value, but obviously no reasonable risk provider will take $1 of risk for $0.90.

Vail Resorts stock update.

@guy_public @liftblog Ski industry has been shown weather hedging alternatives, for years. They have chosen not to hedge, and do explicitly what you say - push that risk onto the customer. Reaping and sewing....as the saying goes.

@liftblog Its the private equity roll up - IPO - break up cycle. Vail is a one trick pony. Early sales (oversold) season passes to hedge weather risk. It works until it doesn't. Now the investment bankers get fees for undoing what they did due to changing investor preference

@BurggrabenH @TonyNashNerd Lying masquerading as selling (in all forms) has bothered me my entire life. I’ve never understood the acceptance and even promotion of this.

One thing I’ve never quite gotten used to is the Anglo-Saxon communication style: it is almost always in sales mode. Always way optimistic even the night before the administrator comes in. Ridiculous Growing up in Switzerland, the norm is to present both the positives and the negatives, even in something like an investor relations pitch book. And if u sell yourself, people get instantly skeptical. That cultural gap remains striking to me even today, after most of my professional life in the UK, the US, Canada and Australia. I literally called out mgmt teams for being disingenuous. Today, I prefer not to talk to talk to them. Find it mostly a waste of time.

🇺🇸 I moved back to the US about 10 years ago after spending most of my life in Europe and Asia. I've learned a lot about my own culture since my return, but here's the biggest thing I've noticed: Americans lie. Endlessly. Shamelessly. Without hesitation. I don't say this in anger or frustration or even nostalgia. It's an objective truth. Most Americans don't even notice that they're doing it. Little things here and there. It's surreal. Every American reading this will say "Everyone does that. [X] culture does it. Here's my anecdote. Etc." It's simply not true. Sure, other cultures lie. It's human nature. But not as casually and habitually as Americans. There are so many things I've learned and observed over the last decade. Seeing the US through my weird American-but-culturally-hypersensitive eyes is not what I thought it would have been. Anyway, have a great day.

Tosses guitar. Walks off stage. 🤌🤘🫡

@lady_valor_07 Tom Sawyer

Fuck your favorite song. Tell me your least favorite. One that you despise. I don’t need a reason why, just tell me.

Something every commodity trader learns, eventually: it can always go lower/it can always go higher. Particularly when you think it’s as bad as it can get.

@Big_Orrin And Lloyd's credit is A+. Trump's is junk.

@RobbyBerger Not BBQ, but hit Tacos Tierra Caliente - the truck by the West Alabama Ice House.

Headed to Houston, first time really don’t know much about it but would love some BBQ recs. Got way too much time on my hands. #FeedBob

@El_VP_WGT I’m kinda fond of Pancho & Lefty, but I played Little League baseball in Baxter Springs, KS back when it was a real baseball town, so I’ll stand down for Choctaw Bingo.

Choctaw bingo is the only correct answer

@blueprintsmb22 I also grew up in KS, saw my Dad lose his W2 job, saw him struggle and grind as small biz owner (after going back to trade school), also grew up w/ scarcity mindset (which I still have)...and the rest of what you wrote. Wild.

As someone that grew up in Kansas and 1) saw my Dad lose his W2 job and the financial stress associated with that and 2) saw him only take home $40k a year as a first time small business owner, I grew up with the scarcity mindset (which I still have.) I've been fortunate and been blessed with with more than I deserve, but when I see stats like the below it stresses me out. I always think I'm one bad decision from losing everything, yet I see people every day living a full life with way less while not being as pre-occupied with the future and what could go wrong as me. x.com/TheMattViera/s…

The @LSUbaseball @ESPNPlus announcers are elite. 10/10 no notes.

The entire natural gas and electricity industry uses trended means (warmer) as inputs into their s&d models. The weather derivative industry trades around trended averages. I've worked in the energy and weather risk business for 30 years - it's all priced on trended numbers.

@Holy_Helicity @otcengine oooooof course it is!

@BoatDrinker @otcengine Good ol' $4.20

If you are confused about the #natgas price drop today. It is because of the beautiful shale revolution I think we were overbought on Friday. People had scars from G run up on long weekend and settle and they didn't want a repeat. And weather flip didn't help EoS is still low even with revisions, should hopefully avoid $2 handle, but market likes those $2.xx puts for Summer contracts. Must be betting on big production ramp up from here

@Holy_Helicity @otcengine Where is Feb balmo trading?

@otcengine WTF?? There is really some wild stuff that gets posted on this platform. (speaking of your quoted post, of course).