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Luke

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Everything posted by Luke

  1. They are trying to do it before the old Parlament is in place with votes of the old Parlament.
  2. More Rheinmetall
  3. Yeah agree. You know guys, after having really tried a lot also in private with family and friends to defend a diplomatic more into trump/orban leaning solution for this conflict, i realize that 80-90% of the public in europe fully supports this war to continue at ukraines will without making any accomodations. Even the greens in germany want a military to gdp budget of 3.5%, maybe more. Does NTM 45 PE for a rheinmetall look expensive to whats coming to europe in terms of defense investments? I dont think so. If the left in germany also support further defense investments then we are really in for a treat regarding investments in weapons. A treat that will last a long time.
  4. Nukes are not the only thing that matters, it helps to create enough of a MAD situation so there is no nuclear war. You still need to be able to win a ground war which demands hundreds if not trillions of investments in ground war weaponry.
  5. Okay, i am now profiting of this war and very long EU weapon producer. Trump is bad! Ukraine needs more weapons, we need to buy way more weapons!
  6. I am going hardcore long Rheinmetall with leveraged Knockout certificate open end.
  7. I opened a thread - rheinmetall where we can profit from this conflict going on and on. Maybe then I will finally enjoy watching all these meetings where nobody wants diplomacy, bashes Trump for trying to get a ceasefire and demands more and more weapons against the attacker russia. Maybe just buy rheinmetall calls and get rich of of it?
  8. Lets go!!!!
  9. Rheinmetall up 10% this morning trading now at 66x earnings selling tanks, drones whatever at 50% gross margin Welcome to the beautiful new world where we will soon invest trillions of euros as a united europe into tanks that will likely stand still in warehouses and not be used just for "deterrence". Why shouldnt you go long if you think that is what should and is going to happen?
  10. And surely John enjoys reading because you wouldnt keep posting if it wouldnt be interesting!
  11. Musk is not the highest official of this country while Selensky is.
  12. "We are funding a stalemate and a meatgrinder"
  13. That surely will not be possible without Russia knowing way in advance and immediately escalating further, maybe going nuclear? What would you do then? Is dictated peace still unacceptable if those are possible outcomes?
  14. Dictated peace is worse than having WW3, got it
  15. To think that Russia can be attacked like Nazigermany was attacked is lunacy, Hitler has nuclear warheads now and they will be used if the state is in danger. Will you guys then also push for nuclear attacks on russia? Moscow for example? Are these regions in ukraine worth a nuclear holocaust and the deathcount going from 1m to 50m and 10% of the earths land destroyed? You make it look like that is the case if you deal with moral absolutes and want zero diplomacy.
  16. Selensky WALKS into the oval office with demands only, " i will not take a cease-fire", "we want to continue this war and need your money". But he doesnt hold the cards, he cant do anything of that without engagement by the US administration which already saw the sunken costs of the last 3 years...why would trump bother to send even more so that the same shitshow continues? Yes, not wanting any cease fire or any sort of arrangement while at the same time pushing for further and further western engagement is playing with WW3. Thats what selensky has to do. Its shocking to me that most people continue to cheer for further war. Probably most people think they wont be send to the battlefield but we all saw that selensky threatened trump that even the US will feel the influence soon (hello WW3). Thats disrespectful!
  17. Again, you guys picture it black and white. Selensky the white knight, Putin the Darth Vader. Ukraine not responsible at all for the tensions in the eastern regions, Ukraine the country with freedom and democracy that was helplessly attacked. Looking at the facts thats not true, they have their own responsibility for the outbreak of the war, its in the books but nobody is talking about it. Selensky has responsibility for his men and people and was willing to buy the promises of the Bidenists to continue this brutal war no matter the costs and reject any contact with the russian state. What did it get them besides a slowly losing stalemate, hundreds of thousands of men dead, the country in ruins? Trump and Vance say it like it is. The time where selensky can push for more and more western engagement against russia and more and more weapons with zero results is over. The country is ruined, there will never be peace without russia. All i see is a lot of denial by all those who blindly cheered for ukraine without looking at the bigger picture. That trump and vance get hate for that was to be expected but they are doing the right thing. Its a wake up call for selensky.
  18. And i love the response "what if putin breaks the cease-fire" "what if a bomb breaks on your head right now". He is absolutely right, those people try to not change the status quo by coming up with abstract theoretical scenarios or hitler 2.0 visions. You need to start somewhere. You need to give a hand as hard as it may seem. A ceasefire is a start, negotiations can take place with bigger partners, once no more war everyone calms down, both parties can move towards another...
  19. Yeah great stuff this is available to the public, kudos again to trump and vance to life stream that for us and everyone can make their own picture of this conversation. "you are gambling with world war 3 and millions of lives". I couldnt agree more. Selensky continues to push for total war without even taking a ceasefire deal, straighout refusing it is madness for the men that are fighting in ukraine right now. Even crazier because russians would take a ceasefire probably...
  20. That was some small battalion that tried to rush it. You have to remember, russia also didnt send their best men in this war so far, if you ask russians, they mostly send men that are poor from the countryside or these wagner legionaires that are basically prisoners. Then now they are using north-koreans, all the poor and powerless guys are at the front, not the educated and wealthier middle-classes of the bigger cities. Total mobilization didnt happen yet, meanwhile in ukraine basically there is no middle-class anymore and selensky takes every joe no matter your status to the front.
  21. That all the "slava ukraini" fighters are triggered by these words where selenskies was directed into a subordinate position is interesting but makes sense. Its time to make peace and take a ceasefire and sit together with the big boys, US, Russia and China and settle this war. Trump, Orban, Vance etc are all non-nonsense men who are realists. If you want ukraine to get the regions back you would have to want WW3, thats crazy.
  22. I think Trump and Vance are smarter than people give them credit. They are realists, whats in here for the US? They delivered billions of USD for 0 gains and a stalemate with ukraine slowly losing anyways. The mantra since 3 years always was "we need more weapons" "we need this kind of weapon and that will be the gamechanger", nothing of that changed the slowly but sure outcome of ukraine losing everything. What do you want to give them when they lack manpower and their infrastructure is destroyed? Even with better rockets, russia will immediately up the gear and escalate into destroying more critical infrastructure before those taurus weapons arrive, it will be public anyways. There is no Win here for ukraine or the west, not without significant risks and significantly more men cost. Suppose ukraine could get the territories back with the support of Nato troops by the US and Germany, how many would have to come? Germany has 300k active soldiers, is 100k enough? What stops russia from using tactical nukes in that case because then russia is threatened on a different level with direct war against nato. What would that bring us and the US? That ukraine has more regions? Why would we sacrifice so much money and soldiers for that? The hitler analogy is ridiculous because russia lacks the manpower to do anything against nato countries and can be disregarded. Trump and Vance want a settlement now, it was enough. Selensky will always try again and again but he needs a clear resounding "NO", you have no cards, get a deal and lets bring the world together again. Thats diplomacy, while not ideal, it will save lifes and bring enough calm to find a position where both security interests from russia and ukraine are guaranteed.
  23. Well, there are arguments for helping suffering countries but in this case intervention is not smart anymore.
  24. I still cant believe this is live on youtube. This discussion between trump and selensky...insane
  25. There is a new world order emerging, look at China/Russia/BRICS. I dont think there will be anarchy, just not a US dominated order anymore
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