mrvictor7.bsky.social
Asset management, entrepreneur. Digs investing, rock & roll, baseball, laughter, unconventional wisdom, assorted meats & cheeses.
31 posts
25 followers
104 following
Active Commenter
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They just need to list 5 things per week
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You’re exemplify exactly the point I’m making and it’s boring.
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Honestly, every post is about how bad Trump is and every take is based on that. It’s not adding value at this point. I check here to see what I might be missing there, but with all its flaws, the content is both broader and deeper and if you curate your feed well, more diverse over there.
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To be fair the margins are still insane and I believe they may be guiding back up to 75% later this year.
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Based on your take to his take I doubt he’s much smarter than you.
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lol
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Weak bro. Really weak.
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It’s a hockey game national anthem. They haven’t beat us for a Stanley Cup in over 30 years.
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If Zelensky and Putin agree to terms what better can you do at this point? It’s a tragic situation.
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If Zelensky and Putin agree to terms what better can you do at this point?
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Do you have a better suggestion at this point?
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Tipping for valets, hotel cleaning staff, live musicians, and when the credit card reader is out of order at the air compressor/vacuum cleaner at the gas station. That’s about it.
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Didn’t Biden just pardon corrupt players that were part of his family as well as his administration?
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Screaming into their own void
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Think the best approach is block and move on. Never engage. If every good faith poster did this they’d be screaming into a void.
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I don’t think there’s anyone left who thinks we’re close to a recession.
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That’s 15 and 30 years ago. Politics has changed quite a bit.
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Yeah but this is the real world
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I wonder how much the proliferation and weed, edibles, etc has impacted this.
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Can’t disagree, and I know he’s blustering about doing a much higher magnitude now, but he used tariffs in his first term, Biden kept most of them (China, Steel/Alum, Solar) Canada, EU and China retaliated with some of their own and have we seen meaningful adverse impacts?
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He talks shit. We know this. We’re wasting energy if we take him at FV and calculate projected impacts. There will be all sorts of exceptions, extensions, concessions, recalibrations and legal challenges, before he even takes office.
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But are people actually jumping to this type of trade based on bluster we’ve seen before 2 months before he takes office? This will change half a dozen times before 1/20. Exceptions, extensions, concessions, recalibrations and other things will come up that take center stage. We’ve done this dance.
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You lost me at taking it seriously
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At 5am, tell them you’ve already run 3 miles and read War & Peace this morning.
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I think it’s 35% on China (addl 10%). Regardless we know we can’t take him at face value but can’t completely ignore an extreme tariff position either.
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As it damn near always is.
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We’ve been through this. We know we can’t take
him at face value. Can’t ignore him either. Quite vexing.
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Can’t price in b/c soon he will change the #’s, create the exclusions, announce something else that will freak people out and the legal hurdles will become apparent.
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Get him a guitar. Seize the moment.
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Bessent maybe seen as somewhat of an offset of the inflationary Trump trade. Yields way down.
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I agree but as I like a variety of viewpoints, I will jump on here once a while to see what I might be missing there. To me, it’s all gravy and we’re lucky to be living in this information age have platforms like these even with the parts we don’t like about them.