Thanks Uncle Joe
jdeluise <jdeluise@gmail.com> Wrote in message:r
Thanks Uncle Joe
Investor to whom?
Europe should have a senile leader too.
Thanks Uncle Joe
On 2.3.2024 23.05, *skriptis wrote:
jdeluise <jdeluise@gmail.com> Wrote in message:r
Thanks Uncle Joe
Investor to whom?
I doubt it's investors in Trump Bucks. Hope bob wasn't conned. It could
be bitcoin. Papa Joe is great for the (US) economy. Europe should have a senile leader too.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point. At
least Warren Buffett, Michael Burry and TT from RST are having vast
quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on all
pplicies actually. Ok, weapons aid to Ukraine is good - but even at
that you get the feeling that US doesn't want Ukraine to win, but to
just make it forever conflict so that US can benefit from it.
"To be an enemy of the US is dangerous, but to be a friend is fatal" -
Henry Kissinger
Your analysis sounds heavily biased by your emotions and prejudices.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 5.41:
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:Your analysis sounds heavily biased by your emotions and prejudices.
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point. At
least Warren Buffett, Michael Burry and TT from RST are having vast
quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on all
pplicies actually. Ok, weapons aid to Ukraine is good - but even at
that you get the feeling that US doesn't want Ukraine to win, but to
just make it forever conflict so that US can benefit from it.
"To be an enemy of the US is dangerous, but to be a friend is fatal"
- Henry Kissinger
Which part and how so?
You didn't state any facts.
As for "the stock market may come down big at some point"... big whoop, that's the nature of the stock market. Everybody knows that.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 6.19:
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 5.41:You didn't state any facts. As for "the stock market may come down
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:Your analysis sounds heavily biased by your emotions and
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point.
At least Warren Buffett, Michael Burry and TT from RST are having
vast quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on
all pplicies actually. Ok, weapons aid to Ukraine is good - but
even at that you get the feeling that US doesn't want Ukraine to
win, but to just make it forever conflict so that US can benefit
from it.
"To be an enemy of the US is dangerous, but to be a friend is
fatal" - Henry Kissinger
prejudices.
Which part and how so?
big at some point"... big whoop, that's the nature of the stock
market. Everybody knows that.
Yet you thank Bidenomics on current stock market ups...
The OP was a joke, duh.
(or even worse, crypto ups... although I wouldn't call putting one's
money on crypto "investing", it's more of a game of gambling)
You're entitled to your opinion.
On 3/2/24 7:14 PM, TT wrote:
jdeluise kirjoitti 2.3.2024 klo 22.05:
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point.
At least Warren Buffett, Michael Burry and TT from RST are having vast
quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on all
pplicies actually. Ok, weapons aid to Ukraine is good - but even at
that you get the feeling that US doesn't want Ukraine to win, but to
just make it forever conflict so that US can benefit from it.
"To be an enemy of the US is dangerous, but to be a friend is fatal" -
Henry Kissinger
Let's look at what he may have been responsible for.
He continued, expanded, and extended (in time) the COVID relief payments
to renters and businesses. This was done with little vetting for need or
even legitimacy, so it injected loads of cash into the US economy.
This probably ignited inflation, but in doing so staved off major
economic dislocations.
He allowed loads of immigration from the south, and this was at a time
when demand for labor, right at the end of COVID and after, was as high
as I'd ever seen it in my life.
He further injected cash into the economy by forgiving some student
debt, and slowing the repayment of other student debt.
He started more oil/gas extraction, probably as a result the
Russia/Ukraine thingie.
Of these four items, three clearly served the double purpose of buying
votes for the party in power.
If he's not responsible for this policy direction, those who are, are
wily motherfuckers, no shit.
On 3/3/24 3:29 AM, TT wrote:
jdeluise kirjoitti 3.3.2024 klo 12.18:Diverting, re the stock market here.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 6.19:
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 5.41:You didn't state any facts. As for "the stock market may come down >>>>> big at some point"... big whoop, that's the nature of the stock
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:Your analysis sounds heavily biased by your emotions and
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point. >>>>>>>> At least Warren Buffett, Michael Burry and TT from RST are having >>>>>>>> vast quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on >>>>>>>> all pplicies actually. Ok, weapons aid to Ukraine is good - but >>>>>>>> even at that you get the feeling that US doesn't want Ukraine to >>>>>>>> win, but to just make it forever conflict so that US can benefit >>>>>>>> from it.
"To be an enemy of the US is dangerous, but to be a friend is
fatal" - Henry Kissinger
prejudices.
Which part and how so?
market. Everybody knows that.
Yet you thank Bidenomics on current stock market ups...
The OP was a joke, duh.
I thought it was trolling.
But successful at that, congrats.
(or even worse, crypto ups... although I wouldn't call putting one's
money on crypto "investing", it's more of a game of gambling)
You're entitled to your opinion.
Thanks.
Buffett & Munger on crypto:
https://youtu.be/tGmhFx_7w4I?si=kx8ycHF22Ipobdik
:)
I'm a bit curious however, on what kind of investing were your
referring to in the OP... which stocks/funds do you have?
It's probably true where you are also, but there's a certain
relationship between central bank target rates and the stock market.
There are lots of other influences, too, but all things being equal, the portion of investors who tend toward risk aversion put money into yields
tied to the interest rates rather than revenue growth, as per many stocks.
So what you had here since the 2008 crash and slow recovery was a very
low target rate. This meant that there was no real way to get a yield
except from the stock market. It drives the market up a bit artificially
when the rates are very low.
But now we have rates high enough to attract some of the investment
money that formerly had been forced into stocks, into bonds and the like.
So if the market is high now, in some sense it's due to either intrinsic strength of US economy and currency relative to other major currencies, and/or likelihood of increase corporate revenues.
On 3/3/24 12:14 PM, TT wrote:
Sawfish kirjoitti 3.3.2024 klo 18.45:With P/E ratios like that, it makes AMDs stock's intrinsic value look a
On 3/3/24 3:29 AM, TT wrote:
jdeluise kirjoitti 3.3.2024 klo 12.18:Diverting, re the stock market here.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 6.19:
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 5.41:You didn't state any facts. As for "the stock market may come down >>>>>>> big at some point"... big whoop, that's the nature of the stock
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:Your analysis sounds heavily biased by your emotions and
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point. >>>>>>>>>> At least Warren Buffett, Michael Burry and TT from RST are having >>>>>>>>>> vast quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on >>>>>>>>>> all pplicies actually. Ok, weapons aid to Ukraine is good - but >>>>>>>>>> even at that you get the feeling that US doesn't want Ukraine to >>>>>>>>>> win, but to just make it forever conflict so that US can benefit >>>>>>>>>> from it.
"To be an enemy of the US is dangerous, but to be a friend is >>>>>>>>>> fatal" - Henry Kissinger
prejudices.
Which part and how so?
market. Everybody knows that.
Yet you thank Bidenomics on current stock market ups...
The OP was a joke, duh.
I thought it was trolling.
But successful at that, congrats.
(or even worse, crypto ups... although I wouldn't call putting one's >>>>>> money on crypto "investing", it's more of a game of gambling)
You're entitled to your opinion.
Thanks.
Buffett & Munger on crypto:
https://youtu.be/tGmhFx_7w4I?si=kx8ycHF22Ipobdik
:)
I'm a bit curious however, on what kind of investing were your
referring to in the OP... which stocks/funds do you have?
It's probably true where you are also, but there's a certain
relationship between central bank target rates and the stock market.
There are lots of other influences, too, but all things being equal,
the portion of investors who tend toward risk aversion put money into
yields tied to the interest rates rather than revenue growth, as per
many stocks.
So what you had here since the 2008 crash and slow recovery was a
very low target rate. This meant that there was no real way to get a
yield except from the stock market. It drives the market up a bit
artificially when the rates are very low.
But now we have rates high enough to attract some of the investment
money that formerly had been forced into stocks, into bonds and the
like.
Yes. Current situation is not bad for bonds... I have some global bond
fund too. Should add value like 3.5% per year AND 7% each percentage
point Fed/ECB cuts rates. If they raise rates, well... I guess my bond
fund is fucked then.
So if the market is high now, in some sense it's due to either
intrinsic strength of US economy and currency relative to other major
currencies, and/or likelihood of increase corporate revenues.
All true what you say, although I think US stocks are overpriced
compared to possible revenues. Or one must be very optimistic about
future revenues. Especially with "AI stocks".
I mean, what's AMD's P/E ratio currently... 300?
Oh wait, I checked it's 1600! OMG :)))
And 60 times fwd earnings.
lot like a cryptocurrency, huh?
PeteWasLucky <waleed.khedr@gmail.com> writes:> jdeluise <jdeluise@gmail.com> Wrote in message:r>> PeteWasLucky <waleed.khedr@gmail.com> writes:> TT <TT@dprk.kp> Wrote> in message:r>> jdeluise kirjoitti 2.3.2024 klo 22.05:> > Thanks Uncle>> Joehttps://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gifNotice>> that the US stock market may come down big at some point.At least>> Warren Buffett, Michael Burry and TT from RST are having vast>> quantities of dry powder ready. TT probably most.Biden is a
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 12.18:
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 6.19:The OP was a joke, duh.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 5.41:You didn't state any facts. As for "the stock market may come down
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:Your analysis sounds heavily biased by your emotions and
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some point. >>>>>>>> At least Warren Buffett, Michael Burry and TT from RST are
having vast quantities of dry powder ready. TT probably most.
Biden is a failure on economic policies. Come to think of it on >>>>>>>> all pplicies actually. Ok, weapons aid to Ukraine is good - but >>>>>>>> even at that you get the feeling that US doesn't want Ukraine to >>>>>>>> win, but to just make it forever conflict so that US can benefit >>>>>>>> from it.
"To be an enemy of the US is dangerous, but to be a friend is
fatal" - Henry Kissinger
prejudices.
Which part and how so?
big at some point"... big whoop, that's the nature of the stock
market. Everybody knows that.
Yet you thank Bidenomics on current stock market ups...
I thought it was trolling. But successful at that, congrats.
You're entitled to your opinion.
(or even worse, crypto ups... although I wouldn't call putting one's
money on crypto "investing", it's more of a game of gambling)
Thanks.
Buffett & Munger on crypto:
https://youtu.be/tGmhFx_7w4I?si=kx8ycHF22Ipobdik
:)
I'm a bit curious however, on what kind of investing were your
referring to in the OP... which stocks/funds do you have?
Yes, yes, Munger and Buffet don't like it. Hey look, they're sharp guys
but they're well past it. Hell, every time Munger leaves the house, he instinctively reaches for the spot on the wall where the buggy whip used
to hang. They have a vested interest in keeping things as they are now. Don't trust someone like that with your own financial future.
They may say that crypto doesn't "produce" anything, but crypto is the
engine being used to build an alternative, decentralized global
financial ecosystem. There is a lot of value in that... as we've seen
the traditional financial system is entirely at the mercy of politics
(see how Russia was removed from SWIFT, for example). We're just in the growth phase right now, so you're going to see a lot of
speculation... but that's not *all* it is. From comments you've made
over the years you're just not very informed on the topic. Shame on you
as an investor.
Anyway, it's OK if you don't want to participate. But I'd say you're
just leaving money on the table right now and failing to fully diversify yourself for the future if you don't adopt it eventually. I'm sure
you'll come around one day when you've shed your harmful,
emotionally-based prejudices.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 22.28:
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 12.18:Yes, yes, Munger and Buffet don't like it. Hey look, they're sharp
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 6.19:The OP was a joke, duh.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 3.3.2024 klo 5.41:You didn't state any facts. As for "the stock market may come
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 2.3.2024 klo 22.05:Your analysis sounds heavily biased by your emotions and
Thanks Uncle Joe
https://media.tenor.com/tusGtelXcRoAAAAM/powell-money.gif
Notice that the US stock market may come down big at some
point. At least Warren Buffett, Michael Burry and TT from RST >>>>>>>>>> are having vast quantities of dry powder ready. TT probably >>>>>>>>>> most.
Biden is a failure on economic policies. Come to think of it >>>>>>>>>> on all pplicies actually. Ok, weapons aid to Ukraine is good - >>>>>>>>>> but even at that you get the feeling that US doesn't want
Ukraine to win, but to just make it forever conflict so that >>>>>>>>>> US can benefit from it.
"To be an enemy of the US is dangerous, but to be a friend is >>>>>>>>>> fatal" - Henry Kissinger
prejudices.
Which part and how so?
down big at some point"... big whoop, that's the nature of the
stock market. Everybody knows that.
Yet you thank Bidenomics on current stock market ups...
I thought it was trolling. But successful at that, congrats.
You're entitled to your opinion.
(or even worse, crypto ups... although I wouldn't call putting
one's money on crypto "investing", it's more of a game of
gambling)
Thanks.
Buffett & Munger on crypto:
https://youtu.be/tGmhFx_7w4I?si=kx8ycHF22Ipobdik
:)
I'm a bit curious however, on what kind of investing were your
referring to in the OP... which stocks/funds do you have?
guys but they're well past it. Hell, every time Munger leaves the
house, he instinctively reaches for the spot on the wall where the
buggy whip used to hang. They have a vested interest in keeping
things as they are now. Don't trust someone like that with your own
financial future. They may say that crypto doesn't "produce"
anything, but crypto is the engine being used to build an
alternative, decentralized global financial ecosystem. There is a
lot of value in that... as we've seen the traditional financial
system is entirely at the mercy of politics (see how Russia was
removed from SWIFT, for example). We're just in the growth phase
right now, so you're going to see a lot of speculation... but that's
not *all* it is. From comments you've made over the years you're
just not very informed on the topic. Shame on you as an investor.
Anyway, it's OK if you don't want to participate. But I'd say you're
just leaving money on the table right now and failing to fully
diversify yourself for the future if you don't adopt it eventually.
I'm sure you'll come around one day when you've shed your harmful,
emotionally-based prejudices.
You're correct that Munger is past it. Literally.
I don't have fomo on crypto. Others are free to make as much money as
they want with it, doesn't bother me much. But I certainly don't want
to put money on something which has no value and then lose it all.
Crypto is certainly a valid short term opportunity to win/lose. But I
don't believe in long term chances for it. Seems unlikely in the long
run that governments would keep allowing the existence of parallel
"currency".
And you've just admitted that a decentralized financial ecosystem
(driven by cryptocurrency) has value... why else would government(s) go
out of their way to crack down on it?
The external value of crypto seems to be a belief in the resiliency and neutrality of the system and its ability to efficiently exchange value. That's pretty strong.
TT <TT@dprk.kp> writes:
jdeluise kirjoitti 4.3.2024 klo 0.24:
The external value of crypto seems to be a belief in the resiliency
and neutrality of the system and its ability to efficiently exchange
value. That's pretty strong.
"ability to efficiently exchange value" :)
Arguments from crypto-believers usually sound like all-hype zero facts
marketing speech. "Groundbreaking decentralized blockchain technology"
must also be mentioned, whatever that means...
Probably something like bittorrent seeds. Groundbreaking indeed.
You'll come around eventually.
The subtext of your reply is that you know I'm right. Let's remember your scintillating analysis in the early days of the war. You were comparing it favorably to a German blitzkrieg.
Your article seems to largely confirm what Isaid. At any rate, I believe Russia already "lost" even if theyeventually conquer Ukraine. Obviously a key victory condition forRussia was a *quick* victory, so it didn't have to upend its entire economy ona war effort or have to pay for the significant reconstruction effort. Not to mention having to police an angry populace who lost a generation of young men. It looks bad for Russia, very very bad.
jdeluise <jdeluise@gmail.com> Wrote in message:
The subtext of your reply is that you know I'm right. Let's remember your scintillating analysis in the early days of the war. You were comparing it favorably to a German blitzkrieg.
I assumed your regime would back off from starting ww3.
Don't you think USA providing billions in arms and Boris Johnson as a Biden emissary ordering Zelensky not to sign peace has had the effect of prolonging the war?
You thought Russia would be able to surround & conquer Kyiv. Ukraine hardly had billions in western arms bitd.
*skriptis <skriptis@post.t-com.hr> writes:
E.g. Russia hasn't lost any combat readiness, in fact they're much
more ready now. Practice makes you perfect.
Well, there is a quote in "Harakiri"
Swordsmanship untested in battle is like the art of swimming mastered
on land.
However, as we saw in that article I posted the other day, Russia is
sending previously injured guys to the front lines on crutches... that
can't inspire confidence or bravery in his cohorts. Here's another
quote from the movie:
What befalls others today, may be your own fate tomorrow.
*skriptis <skriptis@post.t-com.hr> writes:> E.g. Russia hasn't lost any combat readiness, in fact they're much> more ready now. Practice makes you perfect.Well, there is a quote in "Harakiri" Swordsmanship untested in battle is like the art ofswimming mastered on land.However, as we saw in that article I posted the other day, Russia issending previously injured guys to the front lines on crutches... thatcan't inspire confidence or bravery in his cohorts. Here's anotherquote from the movie:
jdeluise kirjoitti 4.3.2024 klo 20.12:> *skriptis <skriptis@post.t-com.hr> writes:> >> E.g. Russia hasn't lost any combat readiness, in fact they're much>> more ready now. Practice makes you perfect.> > Well, there is a quote in "Harakiri"> >Swordsmanship untested in battle is like the art of swimming mastered> on land.> > However, as we saw in that article I posted the other day, Russia is> sending previously injured guys to the front lines on crutches... that> can't inspire confidence
However, as we saw in that article I posted the other day, Russia is
sending previously injured guys to the front lines on crutches... that
can't inspire confidence or bravery in his cohorts. Here's another
quote from the movie:
What befalls others today, may be your own fate tomorrow.
Russia can't lose.
Everyone knew that before the war.
Russians certainly did.
West knew.
Who didn't know?
So Russian victory is 100% certain.
On 4.3.2024 21.26, *skriptis wrote:> Russia can't lose.> > Everyone knew that before the war.I never believed there would be a war. I was equally surprised at the ineptitude of the three pronged attack. I was sure Russia would decimate anythingUkrainian that flies, and then bomb the living daylights out of anything that moves on the ground.Didn't happen that way.> Russians certainly did.> West knew.We all knew Russia the resources of Russia are on another level. It doesn't matter whether it's
On 4.3.2024 21.26, *skriptis wrote:
Russia can't lose.
Everyone knew that before the war.
I never believed there would be a war. I was equally surprised at the ineptitude of the three pronged attack. I was sure Russia would decimate anything Ukrainian that flies, and then bomb the living daylights out of anything that moves on the ground.
Didn't happen that way.
Russians certainly did.
West knew.
We all knew Russia the resources of Russia are on another level. It
doesn't matter whether it's t-60s or the latest and greatest. Both kill people.
Who didn't know?
There were idiots in RST that thought HIMARS would win the war for Ukraine.
To be seen how big damage F-16 can make, and how well it can operate
against Russian air defences. But Pentagon says they're operational only
end of this year.
To be seen how big damage F-16 can make, and how well it can operate
against Russian air defences. But Pentagon says they're operational only
end of this year.
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