Spekulatius

@DooDiligence. This post reflects badly only you. You may disagree with the man (as do others here) but this doesn’t mean one should spit on his grave figuratively speaking. I always try to keep in mind that how you talk about another person says more about you than the person you are talking about.

May be he didn’t take his meds today. I would not worry to much, tomorrow is Taco Don Tuesday.

The inflation actually started under Trump and COVID. Pretty much every country saw inflation so it’s wasn’t unique to the US economy . The second stimulus package from Biden was a mistake and made it worse but since even economies that didn’t do a stimulus booster also had inflation, it’s hard to argue that this is the main cause. Also your 20 million illegals umring if Biden’s. Terms are pretty much twice the estimates. The bigger issue for Trump is that the K shaped economy gets more pronounced. Also with the latest increase in inflation, the real buying power of wages started to shrink again. This is particular true for the bottom 50%.

LILAP starter and an add to AMRZ

This is part of the European sovereignty drive but there is a huge difference between announcing a project and having a complete solution.

He has no good choice because Iran was blockading the Oman side of the SOH by attacking ships going that route which circumvents their tolls. Anyways, this Iran war mess will last a while. It would not surprise me if the next administration will have to deal with this.

Hynix down ~16% today. I guess the Degens in Korea have been playing again. I do find some dirt cheap stocks that I am interested in but it takes some time to do the work here with notebookLM. Korea doesn’t strike me as a terrible efficient market.

If memory prices stay up for 2 years and then crash back to earth, the memory chip stocks are not worth their current valuations. The value depends on how high memory prices go , how long it lasts and how far they mean revert. I actually think NVDA has some resilience in terms of margins and it’s the better bet here, if you even want to make one. I think for token usage to explode from here, the tokens need to get cheaper which is the way technology works anyways.

More free speech. I guess you can insult people in the US but you can’t report on Trump’s government any more: https://www.wsj.com/politics/policy/trump-administration-subpoenas-new-york-times-reporters-after-air-force-one-reporting-b7f1b368?mod=hp_lista_pos3

The WSJ never predicted negative GDP growth for the US economy to my knowledge. We had a brief contraction of GDP in one quarter when Trump announced his disastrous tariffs. Trump mostly reversed the tariffs so the economy bounced back the subsequent 2 quarters . The current growth rate isn’t too different from what we had during 2023-2024 under Biden. Inflation also picked up a bit. The fiscal deficit remained high too. I think the biggest growth drivers are the AI investment and the big beautiful bill which are actually synergistic (BBB provides tax incentives for Capex ). The AI investment provides about 2/3 of the economic growth if you add it all up. If you are not the AI business, you probably feel closer to being in a recession than an economic boom. Same if you are in the lower K part of the demographic. Stocks went up under a Biden as well, so that’s not a differentiator. .

Yes. On the other and, the red card for the Swiss player doing a dive against Argentina without contact was justified. In this case the availability of VAR really helped. I wish they would book more players for simulating.

If you don’t speak with people that piss you off once or disappoint you in some way, the world becomes a lonely place fairly quick.

What is exactly the difference? Bessent does a lot of talking but in the end, both have almost equally high deficits. Bessent for example scolded Yellen for issuing short term treasuries but he does exactly the same thing.

Also the big beautiful bill and deregulation. The financial sector like Goldman Sachs et al. (check how shares have done). Use love a trump be sure everything gets approved. Just make sure that some dough flows in his direction

I actually didn’t even look at social media and it’s not just the game against Egypt, as this has been going on for quite some time. The way it looks to me is that Messi team get awarded pretty much every borderline penalty kick due to tackles while other team don’t. Maybe it’s the tactics too but a legit tackle for the ball if the attacker touches the ball should not result in a penalty kick. If we start to play soccer like this then each game will be decided by scores of penalty kicks. Ronaldo is another on who dives for penalty kicks but I think he’s got too slow to do this any more himself.

Peacock, I pay $3 and change for 6 month promo that covered the Winter Olympics and the World Cup. After this I cancel it.

Added some Buzzi and CPRT this week.

It depends on what you get or if you are interested in sports. I am not interested and I know many who are not either. The high cost of sport content is one thing that broke the cable bundle so it makes no sense to bring it back unless it becomes optional add on. I personally would cancel Netflix , if the raise the price by 2x for content that I don’t watch.

Argentina has always 12 players on the field with one being the referee. They get an implausible amount of penalty kicks. Messi isn’t even good at converting them recently.

The same kind off thing eeee said 20, 30 ,40 years ago, but when you said, there was no record of it, so it wasn’t prosecuted . Now we have a record of anything , so a overzealous prosecutor can go after anybody doing this. It’s even worse when politically motivated. What purpose does to serve? It’s like the Streisand effect with these things - instead of suppression this things, they amplify them. Ant the people posting this know this too..

Perhaps @whatstheofficerproblem needs to hone his skills in the lost set of just talking to people including women. Social media is just a cheap substitute for human connections and the hookup apps are just another substitute that seems to make things easier but really doesn’t. Get your self our there and talk to people and women, even the cashier in the Supermarkt , the bartender or the gal next to you in the line. You will get better at it and make interesting connection this way.

I don’t know what this guy posted but how is this prosecution resulting in anything productive? These libel laws exist for good reason but now with ubiquitous social media it has become very easy to prosecute violations and to push the letter of the law much further than they were intended and that’s what is happening here.

If you commit a crime in the US the police here gets all your data on smartphones, social media etc. This is well known and documented in many prosecutions and trials.

Turkish made gun, that looks like colt knockoff. Are these silver bullets?

Seven-11 $3382T with decent results. They increased guidance. https://www.7andi.com/en/ir/file/library/ksu/pdf/2026_0709ksue.pdf Holding my few shares for now.