Spekulatius

No eggflation here in NC, just bought a dozen yesterday:

Roughly 40. Much of the above are adds. I don’t monitor every position all that closely, just check on them bi-annually when earnings come out or there is a large movement in the shares. Brenntag - I have owned many times over the years and typically I sell the shares as they tend to run with chemical stocks. Unidata is one I owned almost sind the IPO in 2020. Sold some when it really went off and have been adding back lately. It’s one of the cheapest stocks I am aware off. APR - I bought some in one account in 2022 during the Ukraine war doldrums and my limit order back then missed in another. It’s a pretty good business and I like it a lot and shares have come down, so I felt it time to add some.

Who is going to attack Canada? From where? Canada has land borders only with the US and none of the two has to worry about anything. @gary17 is correct, Canada can put quite the hurt too the US economically. Trump likes to bully . Hopefully he does it where it matters namely Russia and China. Instead he is trying his luck with Panama and Greenland.

European stocks I have bought recently: HO.PA (Thales) BNR.DE / BNTGY (Brenntag) APR.W (auto retail) EVO.ST (Evolution) JDEP (coffee, tea) ELIS.PA (uniforms, laundry service) UD.MI (Unidata) Most are smallish positions or adds,

Exactly. My grandads funeral in my home town was more entertaining that some of those highly choreographed weddings that I have been too. Wasn’t expensive either , we just drank his old wines. Started out slow but towards the end people were dancing. Same with this ridiculous Prom stuff. They spent a ton of money on dresses and limos and what not but nobody even gets laid any more. I am really off the deep end, maybe close to the bottom. Over and out.

Not only that Weidel talks about tearing down all the windmills (which would cost close to $80B Euro by some estimates) and starting up Nordstream II. I’d guess the idea is to go back to Russian gas and become Putin’s bitch. Then the whole revisionist history - she just claimed that the Nazis were socialists and communists. Ne, I know that the National socialist party had socialism in their name, but it’s clear they were anything but. The Nazis threw socialist in jail, plain and simple. But what can you expect from a party that has Nazi affiliations. Quite frankly, a lot of those folks are less deserving of the German citizenship than some of the immigrants they want to get rid off. Maybe offer them a one way ticket and re- migration to Russia, since they love it so much.

American weddings are just pompous experiences. I hate them. I have not been to many and a few times, I just said no (I have no problem doing so). People just say they can’t make it because they really don’t want to go - I have heard that too many times. I hope we hit the top on this marriage idiocy and I think Millenials and Z’s seem to be wising up.

Here is the paper that I mentioned in the HSY thread regarding the impact of GLP-1 on food expenses: Worst hit: Savory snacks followed by sweet bakeries (double digit decline). Also salad dressing and oil surprisingly. Booze not as much affected than I thought. ssrn-5073929 GLP-1.pdf

Calpine is such a blast from the past.

Got to love this answer. I agree Poilivere looks like a better leader here. I think Sheinbaum has it too in her.

Some of those are scheduled to be sent at these inordinate times. There is a lot of pretend work going on.

If Paramount is any guide, the foundation can get $250 in a buyout and minority non voting shares $125. Seriously after the Paramount precedent, why wouldn’t the foundation squeeze as hard as they can for premium at the cost of minors shareholders? They got the carte Blanche now to do so.

Why did Zuck say? He doesn’t not what it’s good for, let’s talk about it again in 10 years? I doubt the RH trades had that in mind.

Fallacy. There is more crime going on in the USA than in Europe. The US murder rate is roughly 5x higher than most countries in Europe. As for rapes, the US roughly comparable to Europe, but it’s very hard to compare because the reporting is so different. Saudi Arabia has one of the lowest incident rate of rapes of any country and it’s probably not because it’s not happening.

Visengard 24is a dis-information channel.

Mercury also writes a lot of homeowners insurance. I had my home and car insured with them for years when living in CA. They used to have the lowest rates. They probably get hammered for their home insurance losses due the fire. Why would Berkshire be interested in them? I don’t think they had ever good underwriting and management and Berkshire exited CA for good reasons.

He is one of the richest people on earths and wants politicians in place that he can buy. That pretty much explains everything he has been doing the last 12 months. I can’t come up with a different explanation.

He is also meddling in Romania, bolstering the candidate associated with Putin apparently. He never met an autocrat he didn’t like.

I don’t have a clue about office demand , but I am surprised that WFH lasted as long as it did. It is generally a productivity disaster from my limited experience and long term it a team and employee cohesion disaster on top of that. However, you don’t need 5 days in office to get most of the benefit of working together back, 3-4 days suffice and even that could mean quite a bit reduction in demand compare to 2019 levels, enough to make 20% of office space dedundant.

Just in fairness, I think apartments in China get sold unfinished typically.

I know anything about him other than the clip shown above. I think he is a bit off, but he does not strike me as a nutcase. When had coercion ever worked on another country? What is Trump and the MAGA crowd thinking? We again see the issue with Trump - instead of standing up to Putin and Xi Jinping, he bullies allies. Same than during the first administration where he went of the rails with steel tariffs with Canada and left the Chinese alone until much later.

If the AFD wins and Weiden would make Germany uninvestible, imo, it is relevant. She sometimes talks pretty smooth but in other times, she talks like Goebbels (see my link above). I really don’t get why she want Germany to become dependent on Putin again. I think she is chasing for votes in East Germany, where the Putin crush is alive again. Go figure. I am old enough to have travelled the DDR on the 80‘s and there were a lot of people who were telling us (our outfits gave you away as a West German) and many really gave us an unsolicited opinion how much they liked the Russian occupants at that time (Russian soldiers were pretty present these days). I suggest some should re- emigrate to Russia if they like it so much.

AFD wants to scrap all wind turbines and restart Nordstream 2. Getting some Goebbels vibes here: https://youtu.be/aWERPKwy2sw?si=z5Nzo5BPEO6NtsX_

The aftermath. Charlotte strong: https://www.reddit.com/r/Charlotte/comments/1hymh0o/we_will_rebuild_its_not_over_for_our_city/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_butto

I have yet to know a person who killed himself doing weed but I know plenty who have killed themself with excessive drinking.