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Man I havent even really been posting here that much, not deliberately, just cuz things are quite boring politically of late, and outside having to briefly come back to curb stomp some turd covered gnat(whom detests my political commentary yet then begs for it when Im no longer giving it) and still, the sirens songs of COBF keep trying to pull my back in!

Haha yea I know I'm just so scared of punishing short squeezes man, hoo boy they're bad

I'm sorry to see how this not well thought out comment of mine, with no real value, has trigered this exchange, despite both gents Charlie [ @dealraker ] and @73 Reds are handling it well. A token of the basic and severe division inside the American society, I speculate. - - - o 0 o - - - I think it's about 1½ years ago, I did put on a 'personal silencer' in this topic on myself related to domestic US politics [not US foreign politics] and US general conditions, but it unfortunately still happens regularly, that a quip unintentionally escapes between my rips.

Is there any practical benefit to owning the 2024 copy, besides the novelty of having a physical book? Unlike a discontinued publication like Walker’s Manual, this handbook is still actively updated. Having a 2024 edition is like holding onto a Value Line investment survey from two years ago, most of the data is completely stale. Even in my limited experience looking at more recent handbooks, the companies currently surging are highly specific to today's market, like pachinko parlors or export businesses capitalizing on the weak yen.

What are people's expectations of the Warsh Fed? If he wants Fed reserves to be at a much lower level, doesn't this naturally imply that he wants some form of interbank lending to take over the provision of liquidity? And given the size of the liquidity need that's not even possible now.

LOL I was being sarcastic. These chip stocks are one of the easiest shorts Ive ever seen here

We all share opinions. Ours differ by miles. The way I see it, one of us is here on this thread complaining to no end while the other is an optimist about pretty much everything. If that is intellectually dishonest, consider me guilty as charged.

Come on all you guys on this board talk all them financial figures on top of all this technical mumbo jumbo and I stay silent because I'm too fucking dumb to understand I shorted last month at 1231.87 and covered in the 1160s for 70 points and yesterday I shorted at 1000 and covered this morning at 919.23 for 80 - I call that good eating baby, all without having to sit through the terrible short squeezes like I had to endure with EWY this year Oh look, it's really selling off now and I covered too early - the story of my life, just another episode in the longest running comedy I'll ever see...

For sure in the US, not sure how Canada does it vs. GTHL hockey. 16 years ago, but it still applies.....

@dealraker +1

Ice Hockey is great, but it's a rich persons sport and you only see the best players of that available. If mom/dad weren't rich enough to constantly get you the equipment as you grew through it, the extra coaching, to/from the practice and away games, etc, etc .... you never got to the farm/pro levels. The best of a small and rich population. Soccer isn't much different, but it's cheap enough to play that even the very poor can play it. Scouts have a bigger pool to draw upon .... if they can get past the bias. That next Ronaldo could well be that kid from a refugee camp, or a war-torn area ... but if the scout never looks. The best of a much bigger population. The more people that can relate, the bigger the market, the more corruption, and the higher the eventual ticket price. But even an interfering president can't overturn a 4:1 loss; the US was just sh1te SD

@Longnose how do you keep track of all the tasks and assignments that Spark is working on?

Reds...my view and yes 100% my filter and it may be completely inaccurate: When I read your posts over the years I read "this poster is consistently intellectually dishonest." There's nothing wrong with going full bonkers far right with Gregmal, it isn't something I enjoy reading but it is a guy being honest with himself and others. Again, my bias and filter, but it is what it is. I give Trump no credit for the market or economy. Generally he significantly harms the entities he's involved with AS IT/THEY relate to others involved - while making good for himself. For the US? Yes, I think he does the same.

@chenisheng I didn't get the full tour. I just talked to one of their analysts. They have this really cool Nike Shoe Dog art work in the lobby.

Bro, its still at 7.75x generational cycle peak EPS if you extrapolate the most recent Q....

Agreed, not in its present form, and today ...... primarily for Albertan consumption. But it is a material conversation that needs to happen, the sooner and more open the better; there are at least 6 interlinked and simultaneous mega projects here. All-weather rail from Winnipeg to Churchill. All weather big pipe (oil + gas) from Hardisty to Churchill. Material expansion of Port of Churchill facilities to handle grain, oil, and LNG exports. LNG processing facilities at Port of Churchill to liquefy and load. Material expansion/upgrade of the Port of Churchill ice-breaking fleet. Material expansion of Canada's trade schools to provide the skilled labour and reduce the average age. Rail and pipe tie-ins to accommodate arctic oil/gas travelling south, serve Ontario and points east (Sarnia refining, west bound freight going north). Similar, but smaller expansion of St John and Halifax facilities to process o/g and export from Canada's Jeanne D'Arc Basin. https://ports.marinelink.com/oilrigs/rig/white-rose Today's industry tariff support and infrastructure build out repaid from future earnings, and a portion reinvested in new rounds of infrastructure build-out. But it means a very material and significant increase in fed/prov/corp debt (war-time levels), that is primarily raised and financed in CAD, privatisation of existing assets, and .... GIC's replaced with fed equivalents. The kids participate via the work/adventure, the old folks via the debt financing, the middle aged via operational experience/expertise and a better future. Sure, change is scary and not guaranteed ..... but there is a need to get the vision/plan out, consult with those affected, get the nations buy-in, and get to it. We're seeing the opening steps in the conversation. Do it well, and there will be no more separation talk for a very long time, and the stability to do long-range investment planning. War-time level effort .... but Lenny .... pull it off ..... and Canada is a great place to live/work for decades to come . Go Canada! SD

Bought MU, covered my short sale

I'll be there for that too. NFL despite being more mainstream in USA, has an even bigger issue with the legitimacy of the sport issues. Guys can no longer hit without fear of stupid penalties being called, QBs have gone from 1/11 to no contact players. The refs completely control the game with the ability to award virtually unlimited yardage on pass plays and otherwise hand out 15 yard, game changing penalties at will and with no video review options. If you like football, college is way better, although thats taken hits recently too cuz of the NIL stuff.

Im not a "professional developer" but a hobbiest and I pay personally $200 a month for the top tier of gemini ultra. I have vibecoded about 6 apps now from super simple to moderately complex. These are things I would never had the time or aptitude to develop on my own and wouldn't have been worth paying a developer to do. But now I can accomplish these projects while watching youtube and project managing the agents. I see no future in which I dont pay for strong AI models. Gemini Ultra comes with spark beta too. Which has bene super cool. Its kind of like having an executive assistant in my google workspaces. It actually drafts emails for me in my inbox. schedules stuff for me. I can task it with research or objectives and it does the tasks for me or creates documents in sheets/docs/slides for me. Ive been rather impressed with its outputs and multistep reasoning vs just asking questions to gemini in chat.

Maybe. Do you attribute any of the economy/stock market heights to Trump? Like you, the issue is perfectly clear to me: Trump is an optimist. His opponents are not. I prefer an optimist.

The issue is perfectly clear to me, that Trump is going to be able to do anything he wants as long as the economy and bull market sustain. We all know that both above are independent of politics, yet the popularity of politicians is dependent on such. If we had a declining market and economy I'm not so sure we wouldn't have our supreme leader hanging upside down by his tied up swollen legs by now. Wiser more stable true conservatives probably are sitting back thinking Trump is a relatively small time swindler that it is best to let him take-in a few billion doing scams; that this keeps out the liberals, it is a cost of doing business.

Nah. You just don’t get it. Much of sports is highly irrational. Why did Kobe go practice at 11pm, for 2 hours, immediately after a regular season game? Why do guys take substances detrimental to their health? Theres certain things largely considered players code, unique among elite levels of athletes. Unwritten rules of sport. If you can’t tell the fundamental difference between sign stealing, trying to sell a penalty, attempting to injure a player on the field by legally hitting him hard, and lobbying to prevent someone from playing before the game, thats ok.

@Maverick 47 Interesting post. Reminds me of companies that have different departments for sales, technical support and customer retention. There is always an inherent conflict because sales is all about numbers, technical support gets bogged down when customers recognize they were sold a bill of goods and angry customers leave when their issues are not properly addressed, thereby negatively affecting those working in customer retention. The individuals in each department often resent those in other departments due to the bonus structure for each department rather than the company as a whole, which creates an unsatisfactory work environment It would seem that with insurance, bonuses should likewise be a function of the company's overall profitability.

Bought my first Korean stock recently : 030190.KS Nice Information Service. This is the main Korean credit report business. Part of the Nice mini chaebol. Nice Info has net cash and trades at ~10x earning run rate. Pays a 3.6% dividend that seems rapidly growing. They do small buybacks too.

Spain is a top three team together with France and Argentina. They don‘t have standout players like Messi or Mbappe, just a handful or world class one that can play their system. The standout player of spain is potentially Lamine Yamal. He is 18 years old and the most valueable player in the world.