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swraith

Certifiably Surly
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Everything posted by swraith

  1. swraith
    In some ways, I perceive Vanguard's low rent UI as a reflection of just how little they spend in certain parts of the company.
  2. swraith
    I don't know anything about Hakeem Jeffries. I looked at his Wikipedia page. Why is it bad that he is the replacement leader?
  3. swraith
    And today natty ripped higher for an 8% gain in the prompt month. If you have a crystal ball to trade the massive daily swings, there is a fortune to be made.
  4. swraith
    Nat Gas is getting absolutely slammed. Sub $5 for prompt month (November) and down 50% from its high in August. Yeesh.
  5. swraith
    What a strange 24 hours for Musk.
  6. swraith
    Today, my bet is that Trump doesn’t run. DeSantis wins GOP nomination. Assuming GOP wins big in the midterms, I don’t see Biden running. He will have done his job of beating Trump and will let someone else fight the next battles vs GOP. No idea who might win the Dem nomination.
  7. swraith
    Tough news to hear. Nothing easy about starting the job search process after 10 years.
  8. swraith
    Will there be any lawn left to mow with this kind of heat in TX? My lawn has already said fuck off. Shriveled blades of grass going brown. I just want to keep my trees alive at this point.
  9. swraith
    As others have indicated, natural gas has driven a huge part of the increase in power costs in the state of TX. Note also that power for summer (July-Aug 2022) has also skyrocketed on concerns about pricing volatility in ERCOT related to grid stability. In fact, some retail providers have stopped taking new enrollments until summer has ended due to risk management concerns.
  10. swraith
    Austin Energy rates are up for review. https://austinenergy.com/ae/rates/2022-base-rate-review/2022-base-rate-recommendations Thankfully the proposal indicates AE rates will go up far less than natural gas has increased. Usage is the other big driver of people's electric bills. With the heat arriving early in TX this year, electric bills will be higher purely based on higher consumption.
  11. swraith
    Up only 52%. I must be surly poor.
  12. swraith
    It’s going to be a rough spring/summer for central plains (including TX).
  13. swraith
    Having driven from Austin to Colorado and back for Spring, all of west Texas looks ready to burn this spring.
  14. swraith
    I'm not a huge fan of forcing the technology. I also don't mind the DUI industry being impaired by this.
  15. swraith
    Natural Gas is a stomach-churning market. Its inherent volatility has always been brutal due to the way winter storage works. The only thing crazier is the inherent volatility in the power markets (which up until very recently had virtually zero storage to accommodate demand shifts) which makes natural gas looks like a blue-chip stock. Anyways, Henry Hub rallied hard in September. Now it is falling hard. The picture below is a daily chart for January delivery Henry Hub. All that said, I don't think the winter is over by any means. The first shot of real cold in the 11-15 day forecast (or 3-week forecast) and we could get a very nice bounce in Henry Hub pricing. But that might be a good exit point for longs because the 90-day forecasts show this winter is going to be a bust for total heating degree day counts.
  16. swraith
    It is normal when the weather across the U.S. is this warm. Heating demand just isn't there. Henry Hub had large risk premiums priced into this winter's forward curve and when cold weather doesn't show up, prices have to drop precipitously to clear the market.
  17. swraith
    just sad for the kids
  18. swraith
    Good for Taylor. I'm assuming these jobs will be "good" jobs which is great for the overall Austin metro area.
  19. swraith
    Article says wastewater treatment plant is at capacity. Shit. No temporary moratorium is going to resolve that constraint. You don’t just plop a new one down like this is Sim City.
  20. swraith
    Paying a fee to HOA for the privelege of selling your house….is just absurd. So happy to live in a neighborhood with no HOA.
  21. swraith
    ^^^ That actually sounds like a fun way to spend $150.
  22. swraith
    the Rivian valuation/market cap is mind blowing
  23. swraith
    If you want to improve Nuclear....you have to fix the current version of nuclear. https://www.utilitydive.com/news/georgia-powers-vogtle-doubles-original-cost-amid-further-delay/609538/ or you need a huge change in nuclear technology that shakes up the NRC.
  24. swraith
    WTI having an ugly day.
  25. swraith
    Good buying opportunity at a lower cost basis for those stocks

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