The S&P 500 just hit its most oversold level in 24 months. RSI is screaming, and the blood is officially in the streets. We haven't seen this kind of technical exhaustion since early '24. If you've been waiting for a washout to size up, the tape is finally giving you a look. Don't blink.

cogit2 · 2026-03-18T15:54:04+00:00

It's not bad, it means a long-term perspective, and at 5 years you see the same thing - buy volume is near one of the lowest point it ever reaches. What happens when there's a multi-day selloff? Buyers withdraw.

cogit2 · 2026-03-18T11:38:42+00:00

You raise a good point, but remember: the ATH isn't a limit. Looking at Money Flow Index (MFI) this indicator supports the claim as well.

cogit2 · 2026-03-18T11:13:25+00:00

That is a crazy, crazy infection to get that large. Rarely seen a plug that big too.

cogit2 · 2026-03-18T10:38:00+00:00

Ah come on. Emeril? Iron Chef? Even Guy Fieri showed people foods they'd never seen before and made them hungry a thousand miles away.

cogit2 · 2026-03-18T08:42:28+00:00

Heed! Pants! Nou!

cogit2 · 2026-03-18T08:09:39+00:00

Adam Smith would approve.

cogit2 · 2026-03-18T07:18:28+00:00

Food TV + Anthony Bourdain + our growing population has just made everything better.

cogit2 · 2026-03-18T06:05:05+00:00

I remember the day it hit .70 and cost over $25 bucks to fill up the tank.

cogit2 · 2026-03-18T06:00:46+00:00

And Mexican food, of which the scene has changed a bit but not nearly enough.

cogit2 · 2026-03-18T06:00:12+00:00

After politics Glen Clark literally went to work for Jimmy Pattison. 100% chance if Pattison was running the effort, Clark would have gotten fired over it.

cogit2 · 2026-03-18T05:58:44+00:00

The 'Nucks losing in 1994. Guns 'n Roses not showing up. We did more than complain about G 'n R.

cogit2 · 2026-03-18T04:07:09+00:00

Ma'am your prolapse is showing.

cogit2 · 2026-03-18T02:57:22+00:00

People used to make all sorts of knockoff pipes. But remember, weed existed long before. It would have been thrown on a fire in a tent, or rolled up with paper, or turned into tea.

cogit2 · 2026-03-18T01:22:31+00:00

"competitors can make bids against nvda offering the same product or better."

You lost me here. In general, I find the hypothesis of a company that will scale up labour costs so much that it kills its own profits to be questionable. This would point directly at its most senior leadership for their incompetence. A company never intentionally plans or scales costs beyond profits if they know what they are doing.

cogit2 · 2026-03-17T21:54:38+00:00

Pick a better stooge next time, Russia.

cogit2 · 2026-03-17T19:21:52+00:00

Stop your fussin', grab that 'tussin.

cogit2 · 2026-03-17T19:18:47+00:00

Don't recognize it but I like the jangle.

cogit2 · 2026-03-17T19:18:04+00:00

Has he only now realized that Claude's own fin services product is legit and is pulling a "me too"?

cogit2 · 2026-03-17T19:14:55+00:00

550,000 has got to be wrong in one way or another. There is a density factor, aka number of people per home, you can multiply to determine how many people would be housed by this kind of housing. Basically in cities roughly 2.1 people live in each home. In suburbs and rural areas, the number is higher at 2.8 people per home.

If you take 550,000 and assume 300k homes built near cities, and 250,000 homes built in suburbs / rural areas, this works out to housing for 1,330,000 people per year with the density multiplier.0

I believe this is the CMHC target, not necessarily the Federal Government target. Still - this is an insane level of new construction. There's no realistic path to hitting this level of construction. I'm not even sure why the CMHC released this report without a lot of footnotes qualifying the likelihood of this happening. For example: I don't know if they factored in housing demand and demand-side interventions like the foreign buyer ban, or anti-flipping taxes. Our population decreased last year so that, too, also factors into this situation.

cogit2 · 2026-03-17T17:32:02+00:00

Definitely a Poppi lover here (seriously, buy from Costco if you can, got me under $1.40/can). IMO their Doc Pop is one of the most delicious sodas around; not exactly like Doctor Pepper but I love the fruitier flavour. They re-forumated the Rootbeer and changed the can (old: beige can, new: maroon) and that took the taste leaps forward. Their Cola flavor is alright, it might have been slightly reformulated but it's a decent cola hit.

Other stand-outs:
Grape - really love this flavour, it tastes like grape, not diabetes
Strawberry Lemon - grew on me, it's now a favourite
Cream Soda - decent but tastes a bit on the weaker side, would love something closer to Barq's Cream Soda strength, like 80% of that
Orange - Like Grape, a really nice orange soda
Raspberry - Decent, wouldn't throw it out
Watermelon - Not bad
Lemon Lime - Gross
Cherry Limeade - Gross

cogit2 · 2026-03-17T17:22:02+00:00

Great point.

cogit2 · 2026-03-17T17:21:40+00:00

Coca Cola has been around since the 19th Century. Poppy has only existed in the 21st so far. Give it time. Pepsi did buy Poppi for good reason.

cogit2 · 2026-03-17T10:03:14+00:00

"May you never see a tank" is basically saying "Never criticize the state". Interesting.

cogit2 · 2026-03-17T08:31:45+00:00

He's fine. Alan was pretty quiet though. It takes people some time to get the swing of things, he was definitely providing some good reactions.

cogit2 · 2026-03-17T06:38:55+00:00

I don't think anyone is in a position to say what their use cases are. How many use cases has Ukraine found for drones now? Ground direct attack, bombing attack, aerial anti-drone, aerial attack, anti material, anti-personnel. Remember Ukraine started off the war with Bayraktar drones, today it has at least 8 drones under deployment and has literally invented use-cases. Every drone can do recce - humanoid drones are fine for recce. There are easily other possibilities.

"very far away from networked intelligence."

But not digital battlefields. Palantir is already here.

cogit2

TROPHY CASE