Nice evening! 72/48 today.

Go for it when you’re young.

Lol Trump Campaign’s Attacks on Walz Over Felony Voting Rights Raise Eyebrows https://www.nytimes.com/2024/08/06/us/politics/trump-walz-felony-voting-rights.html?unlocked_article_code=1.BE4.BAXc.F7m0cVLQnes2

Nikkei already up 5% today. Lots of volatility right now.

What are your thoughts on the PDO shifting, or more El Nino's occurring several years from now? We are on year 27 of the -PDO, and year 29 of the +AMO. They both have historically reached these timelevels as phase limits. I think 5/5 times historically the PDO or AMO switched after this long in the cycle. Now it may take some time to wind down, but a Strong El Nino occurring within 7 years of the last Strong El Nino could be a significant clue.. if this La Nina doesn't go strong or multi-year. This makes next year extra important imo for the longer term phase, and if we start progressing toward it or not. El Nino says we we are well on its way, while a La Nina could signal 4-5 more years of strong -PDO conditions. Monthly PDO numbers for the last 3 years have been the lowest since the 1950s, so it may still take some extra time to neutralize that N. Pacific High even if it does go El Nino next year.. A La Nina this year will also make 4/5 years with La Nina. Historically, the 4 times it has happened (counting 4/6 or 4/7 to widen the range), only 18% of the times we have been in La Nina +3-5 year from that occurrence.. I think 42% it was El Nino and 40% Neutral in that +3, +4, +5 yr time range.