Gamecock-YT
-
Posts
1,294 -
Joined
-
Last visited
Content Type
Profiles
Forums
Events
Posts posted by Gamecock-YT
-
-
10 hours ago, ValueArb said:
Russia loves at drawing red lines.
No aid for Ukraine or we might use nukes.
If you give HIMARS to Ukraine we might use nukes.
if you give Patriots to Ukraine we might use nukes.
If you give ATACMS to Ukraine we are going to use nukes.
If you give F-16s to Ukraine we are going to check our nukes to find out how many haven't been dissembled and sold for reactor fuel by kleptocrats and might use any that still work.
Invert it and do the Americans. Basically just perpetually making the Ukrainians fight with an arm behind their back, only to acquiesce and let them have artillery/tanks/planes/missiles/where they can shoot those missiles whenever it becomes apparent they might start to be forced to fight with both hands behind their back.
-
It just seems to be an ever increasing series of small escalations via 'red lines' that were previously forbidden, suddenly being allowed. So if you follow it to it's logical conclusion, where is the tipping point? Or the point of no return?
I would posit it will be if/when NATO member countries are in Ukraine in an 'official' capacity as trainers, or some similar capacity, and they are attacked by Russia. Until that happens everything else is only building until that potential moment. And what the response of the west will be to it.
The other immediate tipping point is the US election results and should Trump win and likely pulls the plug of American support, what is the European response?
But I do think we are ever increasingly spiraling towards a larger conflict. Red lines are continuing to be violated with no parties even remotely interested in a resolution or a reduction in combat activities.
-
2 minutes ago, Whensthepaintdry? said:
As someone whose doesn’t like flying much that wasn’t the best search result to see pop up at first. What a crazy series of events! Absolutely tragic.
Did you think the cruise ships made it feel overcrowded while you were there?
No, not really. Santa Cruz is really spread out compared to most cruise ship stops so pretty easy to not be on top of people. Especially if you get a few blocks out of port. I hit the tourist sites in the morning and took the bus up to the infamous airport, then spent the afternoon at a cerveceria before hopping back on the boat.
-
8 hours ago, Whensthepaintdry? said:
Would anyone recommend Tenerife? I’m looking for week long cycling destination. Looks like a nice place, but this is the first time I have ever heard of it.
Just spent the day in Santa Cruz de Tenerife on a stopover during a transatlantic cruise but I liked it. Easy to get around via the bus/tram system they have there. Assume you'll fly into the south airport and spend most your time riding Mount Teide. Also if you have any interest in aviation, the north airport was the site of the worst disaster in aviation history.
-
7 hours ago, Spekulatius said:
Definitely true as far as red slaw or even Lexington BBQ is concerned . I went to eat Lexington BBQ at Lexington BBQ. The place was packed, apparently all locals. They did a pretty good job with the meat, but I didn’t care too much for the somewhat bland taste of it. I prefer the NC mustard based sauces or the more spicy ones. Kannapolis is pretty nice - they did a good job in making the downtown area attractive.
Yeah I prefer more pulled pork vs. chopped. Likewise more prefer SC mustard or ketchup based sauce. Usually just prefer vinegar based on sandwiches. Red slaw only if I don't like how the place does white slaw.
Yeah that part of the north Charlotte 'burbs has really boomed the last 10-15 years. Kannapolis' baseball team used to be named the Intimidators after Dale Sr. but I think there was a falling out with the estate over the rights to the name.
-
Lexington BBQ and that's Kannapolis in the last photo. Red slaw is an acquired taste.
-
Starwood putting up the redemption gate to Sreit.
https://www.ft.com/content/2b375114-049e-49f4-814a-2abce846f99d
QuoteA $10bn property fund managed by Barry Sternlicht’s Starwood Capital is strictly limiting its investors’ ability to exit their investments as it preserves liquidity and avoids a fire sale of assets in what it believes are poor markets.
The fund, known as Sreit, on Thursday told investors it would restrict their liquidity rights by more than 80 per cent, limiting redemptions to 0.33 per cent of its net assets a month from as much as 2 per cent — the amount it has allowed them to redeem since its inception in 2018.
Sreit’s portfolio spans apartment blocks in Arizona, logistics centres in Norway and a large loan it provided to Blackstone for the acquisition of Australian hotel and casino group Crown Resorts.
Facing high redemption requests and dwindling liquidity, Sreit said it would increasingly gate investors because it believes the Federal Reserve will soon cut interest rates, providing for “sunnier skies” in which it would favour selling property.
-
On 4/30/2024 at 11:22 PM, Eldad said:
Now they have taken over the Deans office. Must be another slow news day. Hahaha
How are your student protests going?
Btw, here's the latest from Myanmar:
-
Both the big Milan football clubs owned by financial companies that took them over via debts defaulting is quite the story.
-
1 hour ago, Sweet said:
What if we have already seen the big wash out?We are four years into this bear market.
And as you hint at, extend and pretend might work. If the excess supply of commercial real estate is taken off the market the demand problem will solve itself.
I don't have to swing.....
What's the saying about generals always fighting the last war, especially if they won?
You haven't really seen any bankruptcies in the space, sure some of the big names handed back the keys to places, but there hasn't been the big shake out you would expect to see in a highly levered business where the cycle has turned.
-
extend and pretend works.....until it doesn't anymore. I'm interested in the space but giving my lack of knowledge on the space, it'd take a big washout to get me comfortable investing in it.
-
Those of us that follow Altius have heard the CEO pounding the table for the past few years that this was eventually going to happen. I've positioned accordingly.
-
3 hours ago, nsx5200 said:
"you become rich, literally, the moment you don't desire"
The Four Noble Truths of Buddhism in a nutshell.
-
Not surprising between the way personal finance isn't taught and people's affinity to want to keep up with the Joneses.
-
Needs those autoworker votes in swing states
-
https://insideevs.com/features/719015/china-is-ahead-of-west/
QuoteSo, when automakers, tech companies and regulators push back on China, the sentiments that they’re just protecting our market from unsafe or security-challenged products feel hollow. Instead, it feels like grandstanding, and a tacit admission that they have no intention of trying to do better.
Instead of competing, they’d rather just shut out competition entirely. The concerns about cybersecurity don’t address the elephant in the room here: Your product sucks, compared to what China is putting out now. It doesn’t go as far. It’s not as well-made. It’s not as nice. It’s not as connected.
....
If the U.S. and Europe get what they want—a crackdown on Chinese imports—it doesn’t feel like it would result in better cars. It feels like it would keep buyers of those markets locked to cars that aren’t executed as well. It’s nakedly protectionist because deep down, all of the Western auto executives and some hawkish China pundits understand that Chinese EV and PHEV models are more compelling than what European, other Asian, and American brands have come up with.
I’ve seen it with my own two eyes. We’re cooked.
-
https://www.ft.com/content/afb30b48-29c3-4ae2-aa54-34915d78bdc8
QuotePrivate equity firms step up plans to edge banks out of low-risk lending
Apollo issues record $40bn of loans in the first quarter, mirroring growth at rivals including KKR and Blackstone
Things you don't see at the bottom.
-
Citigroup
-
I forgot how much I hate CNBC. Turning this into the Apple shareholder meeting.
-
9 hours ago, Eldad said:
Now they have taken over the Deans office. Must be another slow news day. Hahaha
Which they’ve done what 4 or 5 other times since Vietnam? Laugh it up.
-
Price is there to serve you, not to guide you. Act accordingly.
-
46 minutes ago, Jaygo said:
Where are most people relying on for news, I feel like i'm in some over bias shelter where all my news seems like shitty AI driven or overly political stuff. If a guy just wanted facts on a situation where would he look.
Tough to beat Reuters for what you described.
-
Must be a slow news day, got to love the 24 hour news cycle. If you want to read up on something that matters that isn’t getting any publicity anywhere look up the recent developments in Myanmar. More productive use of your time than caring about college kids protesting.
-
The Germans said the same thing about that one guy too
Biggest regrets of the older posters here?
in General Discussion
Posted
When my grandmother got into her upper 80s she fell down stairs in her home. Very fortunate to only have broken her shoulder. My grandfather also had a similar type experience walking up some outside stairs after a rain storm. Usually any type of fall at that age usually leads to very negative consequences as I'm sure you are aware. Kind of like Munger's theory of avoiding things with negative consequences, a thing to start thinking seriously about as you age.