LC

Sanjeev buying consumer discretionaries: classic bottom call

That's awesome and I hope his legacy serves to save lives.

These first few months must be Trump's kitchen sink quarter, right? Break it all in the transition phase, fix it once he's established? At least that's my hope. In terms of what will break / how it will get 'fixed', that I am less certain. To your point - Powell is going to stick to his mandate regardless. Trump knows this and is probably thinking, "OK - if you need a reason, I'll give you a reason". And so yeah, if Trump goes and torpedoes employment, and can also reduce demand (i.e. reduce inflation), it will induce Powell to lower rates. Powell may drag his feet doing so, but I think he's committed to the playbook, regardless of who the President is.

Trump just wants the war to end so people stop dying....right? right....?

Thanks for the response. I guess my concern is the inabiiity to revise/roll back major issues. I mean even today we have a president that controls congress, and the supreme court. Even if all of those parties had a unique passcode and you needed all 3 to collude, it could happen. And what are the options then? But ultimately yeah I agree - the root cause is that our leaders should make better decisions.

Everywhere you live - even if you rent, you will have maintenance costs. What is your point?

I am about to display my ignorance but I'll go charge ahead regardless: So if the US does begin buying a "stockpile" of digital assets - who owns the wallet password? Does an unsuspecting gov't employee buy a boatload of crypto, take the passcode and wander off into the sunset? Again, ignorant of how such a thing would work practically.

Jon Stewart's take:

Yep and then guy without rich friend bombs his neighbor's house, kidnaps his kids, rapes his wife, and murders guy with rich friend.

I've got a rule with art, that might apply here: if you love it, buy it. But only if you love it - not "like it" or "really really like it" or "think its great" etc. If you love it, buy it.

Putin could end the war any day he wants by removing his troops from Ukrainian land. Lay the blame where it belongs.

I'd suggest we all have a drink to defuse the mood but I guess 90% of COBF hates even that idea

@Parsad Is there a way to ignore specific topics? After multiple pages of menswear discussion I've had enough

That's horrible, I am sorry to hear it Strokes, and their causes - are no joking matter. I have a friend, mid 30s have a mini stroke. Stress related from work, kid, too many side projects... Prioritize your health! To try and position it for this audience: the longer you live the more your money compounds!

Last I checked it is difficult for non-Indians to directly invest in India. (And please if I am wrong please correct me here). It's one area I wish I could given the growth profile of the country, but I am not Indian so am limited to companies with ADRs, or broad ETFs. There is also the FX drag but that is pretty common.

Wine wins

ARE

I'm not sure I agree with you on the threat of inflation- I think Powell has done a decent job in the recent history of managing the balance between rates, employment, and inflation. But more importantly, kudos to you for prioritizing your mental health over an internet message board

Grow up.

I mean jesus, what an opportunity for the US. Get other people to fight out battles - weaken Russia. Indirectly weaken China. Have Europe eating out of our hand. Have Ukraine as a pseudo US state which will buy munitions, allow US bases, etc. etc. Another NATO partner for US to control. Also help solve the migrant crisis from the ME and Africa. Get those ex-migrants to become EU/US citizens. Further wrest control of the ME and Africa away from China. It's a damn gold mine of a situation if Trumpf had half a brain. And what do we lose? Nothing! We sell a crapton of US-made munitions, we get real-world battlefield info, we give our $50 trillion army something to do and keep them battle-hardened or at least battle-informed. I mean it's got potential positives flowing out every orifice and meanwhile the best we get is JD Vance crying like a little girl.

Because Trump doesn't know how to negotiate. Not even that - when he does, everyone knows he is liar who doesn't negotiate in good faith and frequently reneges on his promises. Imagine if Trump said, "OK lets get these middle easterners and africans to fight for Ukraine/Europe and post-war Ukraine takes 50% of these soldiers, Europe takes 35%, and USA takes 15%" Then to sweeten the deal he makes some nonsense climate agreement with Europe due in 2050 to support clean air blah blah blah and gets (f)Elon to make some solar charged rocket ship trinkets and help European energy independence vs Russia. European leadership will eat it up.

You want an idea how to solve the troop issue? Take the millions of migrants trying to enter Europe. Stick guns in their hands and tell them to go kill some Russian bastards in Ukraine. Take back Ukranian borders, get them in NATO, and provide some path to European citizenship.

If you don't stop this now then we are screwed. I hope you're not the type that thinks allowing Hitler to annex his way across eastern Europe in 1938 was a good thing to "prevent further violence". Remember how that worked out?

Exactly what King George said in 1775.

Congrats to the Russian shills - kompromat Trumpf really is your guy! We just witnessed a big ten steps back in global peace, democratic values, capitalist society, a western way of life, and American influence. Disgusting.