no_free_lunch

Nobody said that was the case except the trolls. IMO we are being pushed to fight Russia and we will if need be but prefer to let the EU take on Russia. The west has its hands full with the rest of the world and its own issues.

Well, intentional or not, Trumps tarriffs are having a bigger impact on the oil market than 3 years of Biden smack talk. If they really wanted to stop the war they should have crashed oil at day one of the Ukraine war. We dont even need sanctions, we just need the value of oil to vanish. I think this would solve a lot of other problelms as well. Just a question f how long it can last.

I am close to flat as of yesterday. Brk and ffh and huge dry powder saving the day. Slowly wading in. Lots of cheap stuff, most markets are not over priced imo.

They will not get their money back. Why would we expect otherwise. What precedent is there for such. The win was containing russia.

I like the UI and simplicity and general thought process but the politics.... omg. I am very right wing and the politics are far left of me. Dont be offended i cant help it. Nevertheless this IS interchangable with meta and that says a lot.

I hate reddit but i think you could be correct. Look at how massive FB has become its hard to predit the total potential market become because it is still being defined. Also we have seen from META how these can scale.

I think even just asking these questions is a step in the right direction. However, if we are to question then it needs to be applied equally. Nobody should get passes.

One other thing .. where is the Israel Palestine thread. If yall want to walk war, lets talk war.

I follow this war and it seems Russia is significantly outspending on weapons despite having what a quarter of the population? I dont believe that Europe has any real interest in the war stopping. This whole thing is some kind of training or testing ground for NATO weapons. Yes what Russia is doing is pure evil but pushing Ukraine to fight witout giving them a way to win is also evil. I just dont like any siimplifications of what is happening. There are no easy answers and there are not a lot of good guys.

Put your money with your mouth and send some weapons... All I see from Europe is slogans and old weapons. You are using Ukraine to kill your enemies, dont pretend its any other way. You have no intention of actually stopping the war.

This All resonates with me. I have a right wing background and thought process but a lot of this makes sense. However, I think if we ignore the day to day the big picture makes a bit of sense. The big picture being a fundamental conflict between the west and the east brewing. Back to pure economics, I wonder if there isnt some truth to the trump doctrine. When I look at all this junk I buy from China, it really is junk. I still have shoes I bought 20 years ago that were US made, while I keep replacing everything from these random China companies. Is there really a cost saving once you amoritize, I dont know. My only concern is whether the US will lose their quality advantage, looking at boeing it might have already happened. However, if tarriffs start maybe we can roll back the clock on manufacturing, so much is automated I wont see why not. Its just a question of whether we have the skills but we certainly have the people. Are we really going to just let ourselves be pidgeonholed into what China wants us to do?

There are these people who live in Italy and routinely hit 100. I am distantly related. They drink daily. I dont think they smoke very much but could be wrong on that too. The main thing is to not be an idiot and live a balanced lifestyle.

Similar situation here. Sold all my tax free BRK a few years ago. Now it has grown back even bigger in the taxable account. It is now half of my taxable account more or less. I will probably just leave it but admit this is the time to sell. This is a good problem to have if you think about it.

I guess i am following the bouncing ball as a canadian and it seems it keeps landing on the US side of the fence. Or directly i speculate some sort of assimilation with the US will occur.

This is probably covered already but any thoughts on Trumps efforts to make some kind of trade deal with Ukraine or Russia? Of all the things going on that one has me particularly baffled. I dont understand if there is something secret going on but why would Putin tolerate it? Are we really now negotiating a mineral dal between Putin and Trump? Whatever we think of Russia, why would we decide that we have some stake in Russia or Ukrainian minerals.

Intel could be a huge winner and it is not priced in. I am not predicting it, way out of my element and I know it but its a cheap option.

Nvidia and tesla pop to mind. Everything has to go right. Also the trade stuff is going to start to have an impact and there are other options than the US which i now deem unreliable.

Not really selling but not buying any overpriced US tech. I think there could be issues if the whole world starts to hate the US and the impact that might have on their tech industry. I used US tech my whole career, it was not that great. I feel the country rides on the past. Yes OPENAI is amazing but its now replicated. I think there will be a reconining.

Everything I see is wonderful. So many well priced equities. Balance is returning. Both rest and multiply.

I will throw out there that Canadian railroads CN and CP are getting historically cheap. A lot to like there. CN is around 18x this years earnings, for a literal duopoly.

Thank you! Forgot about this one. Its always a good read. Such an easy style.

I am not crazy about that list. If I was to do similar, I would probably just build my own etf. I did that in my wifes account, just 10 canadian stocks with low debt and reasonable businesses. I did fine!

Questrade and Interactive Brokers. I recently closed down IB but only because I have some health issues and am simplifying. They are both good, minimal issues.

I like the concept. Need to do some DD on my end. What is your base case scenario if you look out a few years?

Sorry about this. It was me. I'm moving the market lol.