Eldad

Yeah I guess. Just being a net seller in Q2 2020 was just kind of not even trying IMO. At least do some creative option buying or throw 2/3 billion at Moodys at $165. As a shareholder I expect him to be passionate about making money. “Fauci is a national treasure and I’m doing nothing” was annoying to me personally.

He could have dipped a toe in at least. I am a stupid optimist probably but it has made me a lot of money in times like that. I still think that was kind of a black eye for them. That is one scenario where Greg would have probably been much more active.

JDG

Thank you very much

Anyway I could get my name changed back to Eldad?

That’s good news. Saw where Eisman said if Biden is not already sunk, the kids burning Israli and US flags at the Dem convention will seal the deal.

Gold Miners finally starting to move.

Anyone looking at POOL? I am on the fence. Think it needs to be $275 or so before I might really dig in.

Is there any evidence that Japanese conglomerates are actually doing these break ups or ever will? Kind of hard for me to imagine their culture embracing this.

Cool. Thanks.

LOW

What do you see in GHC? Like betting on Mr. T vs Rocky at this point. Gets blown out by SPY over any time period you want to pick.

Critical theorists were definitely Marxists. See Frankfurt school. They added other sociological paradigms to Marxism. Where Marx was mainly economic (capitalist vs proletariat), the Critical theorists applied things like race, etc. to Marxist logic.

Can you stop poison ivy and briars from growing in your forest? No. But a controlled burn every 5 years or so will give you a much nicer forest and fewer rashes and thorn pricks, and will make your trees grow faster. Sometimes you have to kill a lot of terrorists. This is one of those times. I hope they see it through.

Rear Admiral Daniel Hagari “Hamas cannot be destroyed. Hamas is an idea. Those who think it can be made to disappear are wrong.” I mean you could say that about anything. Organized Crime, Al-Qaeda, Nazism. Killing or imprisoning all current leadership has obviously proven to be more effective than this defeatist philosophy.

Have you ever listened to or read Victor Davis Hanson? It would be hard to do so a say he was a moron. Just an incredible level of blind bias. I don’t agree with Noam Chomsky politically, but I never call him or his adherents morons. And I would always listen to what he had to say.

Also, CA has a cost of 0.30 per kWh. Some of the coal heavy states like MO and KY pay 0.13. That is a big difference.

I believe Greg Abel said the batteries that are economically viable at this time give you 4 hours of storage. It is something and will get better, but currently can’t get you through the night let alone through a week of rain.

Coal is the best for base load. When Russia cut off the gas, Germany tore down a wind farm to expand a lignite mine. Lignite is the worst btu and dirtiest coal.

Ha now masks are for anti-semites and are to be banned by Hochul. idiocracy

Agree we pretty much have to have a viable 3rd party to get out of this mess. Been reading Alexis de Tocqueville’s The Old Regime and the Revolution and the similarities to present America are a little scary. You have the Democrats telling the poor that the country is screwing them and was set up from the beginning to screw them, but at the same time is doing very little about it and is being run for the benefit of the left leaning rich. You have the GOP pointing out the hypocrisy of the Democrats on this point but at the same time too married to the business owners to actually help. Then you have a country that has never been better off financially for say the top 20% but the country is more frustrated and dissatisfied than ever. All of this is exactly how he describes France from say 1770 to 1789. Both sides are fomenting the anger of the poor but give them no choices.

Good thoughts. GGG might be my favorite company. But I feel that this sector has so much further to fall. Might as well read a couple of books, go fishing, and check back in 3 months is how I’m feeling about this market.

Yeah it’s kind of like shale drillers before the washout. They talk about nothing but increasing production and the great new mines they are about to spend billions on. No ROE discussion anywhere. I bought a little NEM and GOLD earlier this year. It will be interesting to see if they are able to develop the copper assets that they have and how long it takes the market to realize what they are doing there.

Has paying every movie star 500M for their rum or tequila brand stopped yet? talk about a once unstoppable business. Now weed and everything else.

Sorry you already knew that. Pretty fun activity.