John Hjorth

Just for the entertainment value of it, and especially for @73 Reds on how to use Grok against Ackman [ ] :

Thanks, and appreciated, @lnofeisone !

I have to agree with @gfp here, It's almost a bit kinky, lol, while I don't know the story about it. I'll try to ask about it at HQ and get back to it here. Because it's so weird, I'm pretty sure there is a certan story attached to it.

@73 Reds None of us here CofB&F may totally rhyme and be in sync, or resonate. But, over time, we all, by each other, by our own, find those we *connect* and *click* with, by ongoing, never ending communication here on CofB&F. - It's just so amazing! - It's awesome! To be a bit more specific : I'm thinking transition, electrification, automation : ABB, Siemens, Schneider Electric. I'm thinking a basket of banks in the Canadian Bank oligopoly : Royal Bank of Canada, Toronto-Dominion Bank, Bank of Montreal, Canadian Imperial Bank of Commerce & Bank of Nova Scotia.

@73 Reds, thank you again for asking, No, not really. Much more important for me to have a basic [and more elaborate] understanding of what I'm buying, than trying to grab something on its way down, with few [if not only one!] exemption[s].

Without clinging to the 104 per cent and China, the whole mess has already started. Naturally, [yes, I would say naturally], it has been reported by European news media today, that Volkswagen has brought car shipments to USA to a total halt. Much more to come. It is not just starting now. It has already begun.

Blake, @Blake Hampton, It's getting a bit tiresome with your quotes in this topic of your quotes of Dimons JPM Shareholder Letter, without any personal comments from you attached or included to what sections of it you may be quoting. Please go to the JPM topic for discussion, and you may likely learn a bit how to to read and interpret those letters. They really aren't what you read, how odd that even may read to you.

Great post, @thepupil, In short, I just have to say, that reading this post quoted above by @thepupil actually provided some kind of releif in the situation, telling me, that I'm not totally alone, mentally. Other posts before that may require my attention and reply. I will get to them.

Bloomberg - News - Videos [April 3rd. 2025] : Why China Dominates Global Shipbuilding.

I'm still getting surprised, @Spekulatius, You are likely, and as usual right. But if it is so, then JD Vance is actually dumber than allowed.

@73 Reds, Thank you for asking. Yes it has. I actually for the first time in many years have some cash available for investment, while I normally reinvest received dividends pretty consistently. What I really want to buy is deeply involved in this tariff mess, so I'm lingering.

Last Friday, and in the last weekend, I've been thinking quite a bit about how I - over time, here on CofB&F - have perceived the posts here by @Spekulatius and Charlie [ @dealraker ] about the incumbent POTUS, his personality, his prorities, his motives, his incentives, his world view, and to me it has been pretty striking, that I, based on presented facts have been forced to change my personal perception, from, generally : 'Ahh, thats reads to me a bit far fetched ... - Let's see.' to 'It's pretty striking identical to what @Spekulatius and Charlie [ @dealraker ] previously have predicted here on CofB&F'.

Awesome, wonderful post, Greg [ @Gregmal ], Yeah, it's a fools errand trying time anything, both generally, and in this particular situation. While I'm mentally trying to apply your line of thinking to my local market, as a Dane, I get frustrated, the only thing that comes up in my mind, is small regional / community banks, some with some hair, some without. I would likely end up as an - not old - but older! and grumpy man. So much small cap and mid cap crap listed here, not worth even 5 mins of anyones time. So much for living in a tiny country. *sigh*

@Mephistopheles, Yes, unfortunately, it is : 1. Lack of diplomatic and personal social skills, combined with 2. Total ignorance related to Chineese culture and Chrineese business culture.

Greg [ @Gregmal ], Have you by the above posted by you given it some kind of thought, that you perhaps have a great deal of 'homebias' [<- perhaps a very wrong term to use here by me, and certainly not meant in a critical way, but] meant in a way, that it is just a fact, that - as far as I understand - your two largest positions are US companies [JOE and the MSGs], doing business inside USA, so, that your personal investment decisions and stockpicking, thinking in first order, has to more or less degree isolated you from all this mess?

Ref. @WFF above, Here we go : and : JD Vance is just such a screw-up here. It's head-shaking stupid, and counterproductive. Like the insults against the Greenlandic people.

And the localisation decisions for datacenters for those of the Mag7s who operates and uses such thingies, are based on other, different criterias, that really do not have anything with trade to do.

Sure, but just be sure, I already did the move, so a valuable discussion of the letter doesn't get drowned and burried here.

That's actually on topic, Charlie [ @dealraker ], !

Please let's discuss the JPM shareholder letter over there instead of here. I also want to discuss it, but not by more or less derailing this topic.

What is likely not understood by your POTUS, is that this is about the worst insult against the ruling leader of CCP, one can imagine, making Xi now really dig in the heals!

- Balsy - Or just balsy, like in balsy, the balls located on the chopping block

Enjoy! : https://truthsocial.com/@realDonaldTrump/posts/114297331052690348

@Viking, I think this is true. Especially @Spekulatius has posted [as one the few CofB&F members knowledgeable about culture, conditions, policies etc. in both Europe and USA] about why there really, but also in general, are no takers for American cars here in Europe, while some European car brands are in demand in at least parts of the American society. - - - o 0 o - - - Another place in the US economy, where things are quite similar, at least to a degree, is certain areas in the American military industrial complex, which exists in its recent shape and form only by being an elephant on clay feets having the trunk deep dived into the US defence budget. It will likely never really surface it is so, unless the US military budget gets DOGE treatment, which is highly unlikely, I think.

Yeah, @Dalal.Holdings, It's just great! :