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scourge165

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Everything posted by scourge165

  1. At least in your hypothetical, he's still SAYING it's Kool-Aid... when he just asked about "cleaning the insides" with bleach," people...actually did it. https://www.foxnews.com/us/states-spike-poison-control-calls https://www.forbes.com/sites/robertglatter/2020/04/25/calls-to-poison-centers-spike--after-the-presidents-comments-about-using-disinfectants-to-treat-coronavirus/
  2. Oh...and that is more certainly NOT the end goal for Trump. Trump has two end goals both implicit and articulated. One makes sense and would be short term tariffs, but cost us...immeasurably and the other will cripple our economy. 1-Implicit, we have 10 TRILLION dollars in T-Bills maturing this year. We normally don't exceed(going off memory, but roughly) 24.5% of the deficit in a year to be T-Bills. They started raising that to around 30%. So those are coming due. Over the 10 year life of that, for every basis point you cut in interest rates, you pay 1 billion less in servicing the debt. This was what Harris was warning about. If you cut too fast, equities dump. If you don't cut fast enough, unemployment skyrockets. There was concern, and he was asked by Fox, would he fire Powell OR try to strong-arm him into cutting interest rates. He said no. The problem with this is...you're losing FAR more than that just with the 6% swing in GDP GROWTH to CONTRACTION. 2-It's not zero tariffs, he wants zero trade deficits. That WILL-NOT-HAPPEN. The United States doesn't want nor need non-skilled manufacturing. So there is labor we don't want back and there's manufacturing we do.
  3. Ok...but here's the problem...it's NOT about fre trade. Free trade DOES put manufacturing in China. An Iphone made in New York is a 6,000 iPhone. one made in China, even with tariffs, it's "only" going to go up ~50%. We also have VERY low tariffs. We SHOULD be going after China. They steal IP, they commit corporate espionage, they manipulate currency. China is NOT an ally. But after this, Japan and South Korea ARE allies with China. FAIR trade that's as close to FREE trade as possible...but which way is easier to get there? Put tariffs on China, then tell your allies...if you don't follow suit, we WILL THEN put tariffs on you. Hell, threaten to withhold ARGUABLY the most valuable and important piece of technology in the world right now. GPUs. NVDA, AMD, AVGO, INTC, QCOM...namely NVDA, but everyone wants NVDA. And if Baba or Huawei, if TSMC builds chips for THEM...well, that's probably going past fair and free trade, but you could threaten to tariff Taiwan. But the tariffs being charged on us are NOT the problem or Canada and Mexico wouldn't be included. TRUMP is the one who negotiated that trade deal. The problem...Jamie Dimon(who I think is a weasel, but a brilliant one) didn't take the job because he didn't agree with Trump's tariff plan. Trump at least had people like Kelly or...Priebus who'd push back the last time. This group, they're all yes Men.
  4. He didn't think AI was already happening and mocked it...until he googled it... Oh Jesus...really? "Record inflation?" It's almost like inflation is a lagging indicator(which is why Reagan wasn't to blame for HIS massive inflation early on...that was due to Nixon freezing wages/prices, instability in the Middle East/OPEC.... https://www.usinflationcalculator.com/inflation/historical-inflation-rates/ I'm also at a loss as to why...when it's so readily available to find crude oil and gas production/extraction by year. Biden set a record each year in office. I tried to explain this already in simple terms, but I owned a company named RIG. They have the MOST advanced deep water drilling...well, Rigs. They can go down 55,000-60,000 feet when drilling. So with ALL these "permits," that Trump is using, surely the most advanced deep sea drilling rigs are back at work, right They should be regaining all-time highs of 171 dollars instead of trading under 2.50 right? But they're not. And why is that(I know you know Tyler). Because when Oil is trading at ~60 dollars a barrel EXPLORATION STOPS. Companies DON'T drill on LAND when it's under 70 a barrel) they don't look for NEW deposits). Now...not all of us think this is a good thing(OKLO, small Nuclear is much cleaner and a great company). It's just so easy to prove him wrong...but when ignorance is willful...not much you can do about it. With so much information available...facts available at the tips of our fingers and we're pupping out people like Jimmy, dumber than ever.
  5. Tyler...do you think he has the first clue that inflation under Reagan at one point was over ~20% and unemployment was ~10%? That isn't a talking point on Twitter and not something Trump has said in Debates! LOL...and to be fair, that it was probably more Nixon/Ford's fault than Reagan's also wouldn't land as he understands Nuance and context about as well as a cocker spaniel understands calculus. He's just gonna come back with something...you don't understand leverage...nonsense. He is a Trump cultist and no matter how much Trump goes against EVERY ideology held by conservatives from Sowell to Reagan to Dimon(who he wanted to be the Sec of Treasury)...even Musk now. You don't tear down the Global economy because you don't like trade with ONE patient. His ONLY out now is to hopefully get some rate cuts and say, "I got so many trade details, the best trade deals...nobody thought we'd get a trade deal like this," just like he said when he signed the trade deal in place RIGHT NOW with Mexico and Canada. We could have brought back manufacturing to the US...by going after China. You would have had Japan, Europe, Taiwan, all these Nations on OUR side. But we went after everyone...and their Penguins....
  6. So Jross says this.... I cite other polling I say I don't believe to be true and you want me to hunt them down for someone who...has openly said they won't spend the time to look at a bar graph or listen to a 60 second video? Yeah...that's a worth use of my time kid.
  7. I don't think I realize how mediocre he has been. One more year, Spratley's SR year...they need a HWT(Ross won't be ready). I didn't even see that Figs had transferred in...I've been fixing the global financial crisis on the other boards
  8. I've been betting on the Russell for a while now with the cuts, but I do a lot better trying to focus in on a few companies and understand them, but doesn't look very appetizing. I'd say the one guy who...if there was ANY doubt is a simple genius, it is yet again Buffett. He didn't foresee this coming(obviously) but he did go heavy into cash not long after the election as he didn't like the valuations. I believe he's said it's always better to buy at the top of the market but then conversely, don't try to catch a falling knife. Wait until it starts to turnaround? I actually had a...shockingly good day today...but I'm pretty sure it's gonna be wiped out tomorrow and much more in the ensuing weeks until this HOPEFULLY comes to some resolution.
  9. But Carter Young isn't the type of guy you pay to try and convince to come back? I know Taylor has studs coming in, but I don't know what '49 looks like.
  10. I'd hope not... It makes you start to question reality. I saw a LOT of "if Harris wins...." posts and then some variation of a Civil War. I know a lot of conservatives, they know I'm liberal, they're always talking about OTHER liberals...as though I'm an outlier. I've also see 60% on the right who think Jan 6th was justified or threats on Reddit, "Ask a Conservative," who have said Biden needs to be "taken out," when he was President as it's out Duty. I don't tend to believe them(though I do think a majority of conservatives believe the "Big Lie," a belief I'd love to be disabused of). That said, we're a very divided Nation...so I don't know. I DO imagine if you stick to one corner of the internet or in your social life(if that's even possible) you may be more inclined to believe that.
  11. Does this really matter? Didn't Kerk, Starocci and Bartlett do the same last year for PSU?
  12. So...what you're basically telling me is...he made the argument AJ Ferrari is a flat earther to bolster his absurd opinions...inferring this person actually views Ferrari as an intellectual? That is certainly saying something.
  13. Oh...that sucks. I didn't know that. Everytime I click on "show me this post," it's...just comically stupid. By the way, I present...the Islands that China is going to use to circumvent the tariffs(per Jimmy). They are going to ship to this Island...that no man has stepped foot on since 2016 and they'll just send it off to 'Murica! https://www.bbc.com/news/articles/cly8xlj0485o
  14. Oh Christ...as you serious? This just furthers my belief that College is SOOO overrated in terms of how difficult it is to get good grades. Go, show up, listen to the lectures and if you're just going to get a degree, you should get a 3.5 easily. If you're Pre-Med, or in Engineering, then sure, but just that 4 year degree?
  15. I have a really dumb one, but it's memorable. We're Wrestling our rivals. We were the team that would have 3-4 guys placing high at state, send 6 and then have just nothing at the lower weights. So depending on the matchups, there were quite a few times we'd be down quite a bit heading into ~140. I'm a Freshmen Wrestling 152. I grew up with my home right next to this other district, so a lot of friends from there. We get pinned a couple times in the first 3-4 matches, then one of the few good kids we had, he loses...and they were going NUTS. Their head coach is pointing at us and they're talking(a lot). Their fans are booing "overrated." So my Coach, he gathers everyone from '45 up. So the last 7 of us. 6 of us had been to state and...me. He says I don't want one pin until you get at least 4 or 5 TDs. This is my first big duel and the guy I had...was my little 14 year old GFs Brother. He's a bigger dude, I was a tall skinnier kid, especially after cutting from 180 down to '52. So I go out there, couple of quick takedowns, but he's tough. 2nd period, he chooses down, I let him go and I take a bad, lazy double, arms out and he throws me by to my back. Now...I'm listening to this crowd, he's getting 5, I've got...1:40 to go...and again, Sr, stronger. The period ends, I've got 2-3 varsity matches, only made '52 a couple times and now I'm down 9-8 and I am as gassed as I've ever been. I got out and battled, ended up getting another TD, got away and I used a the cheesy stuff the head, tear back. A little headlock...and didn't get the pin OR the major, but I survived. Every other guy got the pin(from '45 up). Wrestled him again later in the year at Conference and...got the tech, but just a miserable, sloppy match. It wasn't the biggest or the most impressive or the coolest, but it's definitely one of my most memorable. That old GF is now married to one of my good buddies and I'm actually friends with him...
  16. Being out of the market right now makes you one of the lucky ones. Everything is on sale(assuming we find...SOME reasonable if not middle ground, SOME compromises). You can jump back in at anytime now though? I'd load up on TSM and INTC stock. INTC just got a new CEO(they were just run abysmally) and TSM being...so far ahead in their chip manufacturing, that joint venture seems to be exactly what Trump is going for(this actually makes some sense). Plus, TSM is down...I don't even know, I don't want to look, but they were just at 225 and INTC is down 300% since 2020. Though...I suspect you're looking for lower risk at this point. BRK.B and Warren Buffett just...don't seem to miss. He was criticized when he had record levels of cash late last year(IIRC). He's sitting on 350M just waiting to put that back into the market when there's a little more clarity. Really amazing when you go back and look at the times he's had the most cash available to him.
  17. I don't care about Golf so it's all a joke to me. The fact that he cheats seems...silly and pointless as Golf is a game really vs yourself, but again...I don't care(other than it seems to spill over into every aspect of his life). The fact that he was golfing and the only press releases were how he fared in his 2nd round matchup while the markets were burning and he was absent for the transfer of 4 dead American servicemen, that is more of an indictment. But, for everyone outrated about the waste and abuse of tax payer funds...40M for him to golf(or...it's close to it). Now...again, if I'm being honest, I don't really care about that. President's work from different places all the time(less so while golfing, but lets just group it all together). HOWEVER, if you're one of the people parroting what they're finding in DOGE as waste...well, you should probably take issue with that as a bit excessive, no? 3 days a week?
  18. I'm not even sure what this means? Are you talking about when Obama put a tariffs on TIRES? He put tariffs...on TIRES for 20% less now than we're putting tariffs on EVERYTHING. Again, this fundamental concept...blanket tariffs vs targeted. How do you equate this nonsense?
  19. Good. They should treat our vets well. I hope Doug Collins walks back his proposed cuts. I don't think that's an area we should be cutting. You fight for this Country...they can take care of you.
  20. You do get it's kinda like a running joke, even among Trump supporters about how much Trump cheats. How he's also won tournaments by...just calling in and saying he just shot a 69 after a tournament so he's listed as having the best score? That's all kinda silly small stuff(though, there...literally was a book written about it). If we want to stop inefficient Govt spending, then wouldn't spending what's going on 40M that the tax payer pays for Trump to be on the Golf Course half the time he's President be atop the list?
  21. There's no world in which we're making sneakers or socks in the US in particular. Or even Iphones. We're not going to be selling 4K dollar Iphones. They'll take the tariffs and add them to the Iphones I guess. Perhaps the same to Nikes. You're not making Jordan's in the Rust Belt. It's jus kinda absurd.
  22. Jimmy, I know you're... not real bright, but...everything goes through Nvidia. They've got one of the most dominant MOATs of any company in any industry. AVGO is...diverse and has high quality asics. The companies that can't afford that or want to supplement use AMD or Qualcomm. The US is dominant as it pertains to AI. This is something that's just strange for you to be debating Jimmy. Trump, Musk, Biden, Harris, it's like...the ONE thing everyone can agree on except 'lil Jimmy. You laughed like AI was a joke when I initially said as much. "dominant in AI????????? OMG wut!" This is the most bizarre hill to die on and the one that's the easiest to quantify. I mean, you won't do it because you don't like posts that are longer than a sentence or...big words, but you could just read up on it a bit and form your own opinion. https://hai.stanford.edu/news/global-ai-power-rankings-stanford-hai-tool-ranks-36-countries-in-ai https://graniteshares.com/institutional/us/en-us/research/does-nvidia-have-a-moat/
  23. I am. It's become a bit of a blur. I thought that was Ramos, but yes, it was Devos.
  24. Odd that @JimmySpeaks took issue with me saying I wanted to see our Country and our POTUS do well irrespective of my feelings about him, and didn't want to see people living out of their cars. I think that says a lot.
  25. I think that's a dangerous way to think. I've heard... Countless people talk about how America wasn't great anymore and how we're a...hole of fecal matter. I'd like to believe even people I think are misguided or wrong still love the Country. I also haven't seen Hamas sympathizers though, so I wouldn't know how to speak to that.
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