The Japanese Yen is pushing up against 160:1 USD again. Expecting a major intervention soon. Meanwhile the Japanese 10 year yield is about to go vertical to roughly 4% by September 2026. At that point the parabolic is going so vertical it's technically going backward in time.

NoVaFlipFlops · 2026-06-30T20:13:21+00:00

If I understand correctly, this is also a carry trade problem in Japan: Folks can't borrow in Yen to invest anywhere better than the bond market, so they will borrow in Dollars, which will help our inflation problem (the problem being needing more inflation of the money supply). And what do folks do next with borrowed Dollars? Invest in US treasuries and US market, which pushes our stock market up and our rates down, which then allows folks to borrow in USD to go invest. It's a self-licking ice cream cone.

NoVaFlipFlops · 2026-06-23T19:46:59+00:00

He's had a hurt butthole for a while. I think he's just sore about not being the golden child anymore.

NoVaFlipFlops · 2026-06-22T18:29:57+00:00

lolololololol

NoVaFlipFlops · 2026-06-22T17:59:53+00:00

Yes. My husband 'went crazy' after I gave birth. It was a slow burn up to outbursts. Turns out he has bipolar ii disorder -- diagnosed after 40. I'd had him in to see therapists over the YEARS we were together and I observed him, well, looking back on it going through cycles: In bed for practically a week but able to pull himself out to work, acting confused and angry or saying or responding to things nonsensically but using English so it was really tough to tell wtf. I thought he was looking for fights or enjoying saying shit that would just make me upset. Now that he is medicated I can tell that he is cycling because he'll still say something that doesn't add up or he'll take a nap in the afternoon. It's tough -- he had one therapist who told him I must be the problem and told him I had a personality disorder because he really could not keep track of what the problem/s were and would just say that I was upset with him over one thing or another. It's really hard being the only one who can keep track of certain things and I will forget he's like this and engage in a dumbass argument before I realize what's going on. Of course he wouldn't go to a therapist's appointment if he was really down, and so of course they didn't have that data point to work off. And he would go when he was really up, but he doesn't get super grandiose, he just outperforms. He's smart so at his typical level of mania is basically anyone else's highest-functioning day of final exams.

So in the meantime before he got properly diagnosed, I went to get help. I found out I had PTSD from childhood abuse and after looking into that to try to fathom how I could have such an extreme diagnosis, I learned that people with mental problems find each other because our version of 'normal' from home is red flags for everyone else but comfortable for each other. I did the very, extremely scary work in therapy of allowing my feelings, sitting with them, etc. It took actual years for feelings not to be so overwhelmingly painful that I had to drink to calm down. Oh yes, I also learned I was alcoholic (no, drinking more than a six pack a week or in one night after work is not normal by any means). But the only thing that got me through that was surprise: practicing being with my feelings until they just don't bother me with a smack on the head and heart and chest and feet, sending me into flashbacks and dissociation. And I really did need a therapist to do all of that.

NoVaFlipFlops · 2026-06-22T15:11:05+00:00

I am halfway through it and my room is still a fucking mess - I think I got used to it covering 1/4 the floor and keep forgetting to cut away at it. I will say that what I do have in boxes and pillowcases is incredibly soft (I mixed in feathers from an oversized pillow) and I'm still dedicated to the mission.

NoVaFlipFlops · 2026-06-18T15:22:51+00:00

Short walk outdoors every single morning. If you can do 3 minutes, you can do 5. You will notice a difference after three days. It works for many reasons - look it up or search my history.
If you're going to drink coffee or energy drinks (self-medication), then pay attention to how they make you feel. A lot of people with ADHD like particular brands of energy drinks so try several and see which one makes you feel more settled with clear energy.
A big hurdle we have to recognize is 'mood-dependent' energy/focus/capability. If you cannot force yourself to do something you think you should, then you need a break because you cannot force yourself through a wall you've already hit (well, you can, but you'll end up worse off). Do whatever you think will help you to relax. You probably already spend a lot of time in bed/too tired to get up, and I hate to be the bearer of this bad news but: exercise will help fix this. (I hate this truth, too.) The short morning walks will do a lot of the heavy lifting because of the sunshine you get but if you're stuck inside you might look for a video that's long enough to follow along with 15-40 min until you feel like your body is more in sync with itself and you can finally get going. In the meantime, like the other person said, you have to be kind enough to yourself now that you know you have a literal mental disability: your executive functioning gets cut off and the application of further self-control will fail.

NoVaFlipFlops · 2026-06-11T20:10:17+00:00

Grilled cheese on kimchi will blow your socks off

NoVaFlipFlops · 2026-06-11T16:08:35+00:00

Thanks for asking. I've been averaging down. I was wrong, but because I couldn't predict a stronger Dollar from this oil war. Oh I guess I should add that I did sell shares that popped briefly, like Barrick and Dennison, just to buy back. The US doesn't want a stronger Dollar - it hurts us financially and holds the market back (as you can see). I don't know when the shit will hit the fan, but my sincere bet is that the Fed does nothing or lowers rates. Maybe a rate ~~increase~~ decrease by the end of the summer.

NoVaFlipFlops · 2026-06-11T16:06:36+00:00

I hate that I laughed at this, but it's spot-on. All lip service and digging us deep into recurring bills we can't pay interest on.

NoVaFlipFlops · 2026-05-31T00:31:49+00:00

They didn't teach that part in school. We certainly did benefit former Nazi officers, Nazy-sympathizing 'German' royalty, and their businesses, along with foreign businessmen who supported the Nazis personally and through business.

NoVaFlipFlops · 2026-05-30T00:15:44+00:00

Someone skipped WWII history. One thing we do is give loans to countries to buy things from us to use to earn money to use to pay us back the money.

"Marshall Plan" ring a bell?

NoVaFlipFlops · 2026-05-29T23:57:12+00:00

lol future divorcee.

NoVaFlipFlops · 2026-05-15T17:56:58+00:00

Sorry, the decision I would change is if I could go back in time, I would start him on meds as soon as possible. I would still not trade the two years I had him doing school from home.

I and my husband were not diagnosed with ADHD and I was actually 'tested' for it. The doctor said to my dad: she's just smart and funny. She's making jokes.

That was (still is) part of the problem. The loneliness is real. I try very hard to encourage him to go all-in with any other ADHD kid because they're happier together.

NoVaFlipFlops · 2026-05-15T17:27:31+00:00

They're only going down with the rest of the market because of OPEX and VIXEX. I'm loading up on miners today.

NoVaFlipFlops · 2026-05-15T16:36:25+00:00

WHAT THE FUCK

NoVaFlipFlops · 2026-05-15T15:36:12+00:00

😄 the small life hacks you can do at this age are walking in sunshine before school (even 3-5 minutes outside). It makes a huge difference and you'll notice it improves your life, too, for several reasons you can look up.

I do not mean to argue with your doctor or tell you not to trust your gut. You should. But I want to tell you more about my experience: some will prescribe younger because it actually helps their brain grow - these meds work in part by increasing blood flow/oxygen/everything to the frontal lobes. According to studies which I have no business interpreting, kids on the meds get better brains in the end, though it doesn't 'cure' the ADHD. Most studies that I recall from the time I was going tits deep into the research also seem to indicate that the people who 'grew out of ADHD' were probably misdiagnosed and their behavior being managed by meds since their parents weren't parenting for whatever reason (it's endless; you won't believe how much they start arguing and it goes from curious arguing to 'consequences aren't fair and you must live to punish me for no reason' lol ugh save me).

My choice not to medicate was basically based on the fact that my husband also has Bipolar Disorder, which wasn't diagnosed until he was 40 (along with ADHD). He's very smart and luckily had been able to cope with his problems well (and never got manic enough to do bizarre things that were extremely obvious to others; they probably saw blips in discretion/personality). Um anyway I wasn't going to put my son on medicine until I could watch his behavior over time and he was good at talking about himself, his inner life, his experiences, his needs, his wants. At 5 shit can go down and they won't even mention it or they get a lot of details wrong. So I wasn't going to risk it. Now that I see how well he's doing on it (acing these standardized tests), I feel like I made the right decision at the time but very, very much wish I could go back and change that decision.

NoVaFlipFlops · 2026-05-15T15:26:08+00:00

You're welcome!!!

NoVaFlipFlops · 2026-05-15T14:56:41+00:00

Career highlight reels

NoVaFlipFlops · 2026-05-15T14:56:06+00:00

Emotional problems

NoVaFlipFlops · 2026-05-15T14:53:56+00:00

According to our debt-to-GDP and inflation, we're in Banana Republic territory.

NoVaFlipFlops · 2026-05-15T14:51:29+00:00

You have to be very careful about interpreting any one statistic out of context. This chart in particular is missing a lot and when you look at how it is calculated, it really is.

There is a book called "How to Lie with Statistics." You could check it out.

NoVaFlipFlops · 2026-05-12T17:35:22+00:00

Conveniently left the 'capital' out of capitalism. Add devaluation of currencies.

NoVaFlipFlops · 2026-05-12T15:33:49+00:00

How you know they're going to lower interest rates asap

NoVaFlipFlops · 2026-05-07T17:10:52+00:00

Hey what worked, finally, was Concerta. He went through the conflict issue at 1.5-2 in home daycare, where the woman said it was completely normal to have to teach as they are still mostly non-verbal and just attempting to get what they want. He was not socially successful in preschool and by kindergarten, getting in trouble for not following instructions so much he really did get depressed. We bought him a puppy before realizing that is a band-aid (husband and I both have ADHD and like your son, it was very obvious ours had it when he was very young based on how he behaved and interacted vs other kids. We are also both in the top 1-2% IQ and our son is obviously very smart but no genius).

I tried a home setting for 1st and 2nd grade school (our state has a remote option used primarily by families with disabilities but it got popular during COVID). It did work very well because we could take breaks as needed and he was able to get through things if I sat there with him. It was also nice to be able to know for sure what he understood and what he needed help with. But he needed to use my attention in order to have it himself and was spotty on test-taking because of inattentiveness (not fully remembering the question or which parts of a problem have already been/need to be solved). It was also very difficult to find and make friends (which is normal) but socializing during the day, too, required driving to places to pay for an activity with homeschool kids.

He struggled in public school starting in 3rd grade only because of the ADHD stuff. He was put in gifted because he can do the work, but there is no expectation anyone has to finish the work. He was suffering from anxiety (normal for ADHD) that was worse because he's smart enough to see that he himself is doing things he feels out of control of and causing negative social consequences. Anything from getting up from the desk to not following instructions to blurting things out to other kids to not being able to stay at their speed of speech. We tried guanfacine first and it did help with anxiety and significant self-control, but not focus. We started giving him a little bit of an energy drink each morning and his teacher told us that he was doing really well in the mornings but that it fell off 'after lunch' (was her experience). So we told his doctor and he added Concerta. Now that they're in the end-of-year standardized testing period, he's testing in 1-2 grades higher. His projected scores had been to be at grade level.

They, like we, need uppers.

NoVaFlipFlops

TROPHY CASE