Jump to content

Libs

Member
  • Posts

    658
  • Joined

  • Last visited

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

Libs's Achievements

Community Regular

Community Regular (8/14)

  • Posting Machine Rare
  • Conversation Starter
  • First Post
  • Collaborator
  • Dedicated

Recent Badges

0

Reputation

  1. I'm in, seems like a good trade. Thanks for the idea.
  2. Highly recommend this Waymo discussion thread. Some really good insight IMO. https://teslamotorsclub.com/tmc/threads/waymo.208830/page-229 BTW - took a Waymo ride in SF last month. It was great. It's pretty surreal to be driven around that way.
  3. You make some good points but I can't help reflecting that if Churchill had been this wise and pragmatic, England would have cut a deal with Hitler in 1941 to stay out of the war. The pressure to do so was almost overwhelming. But Churchill knew it would only buy time, and Germany would basically own England once it completed its other goals. Ukraine being 'pragmatic' at this point probably means slow suffocation and eventual extermination by Russia. But this move into Russia could change the equation. It makes Putin look really bad to his countrymen. I can't fault Zelensky for this action. I find it inspiring.
  4. Interesting idea. The TLT puts are cheap. What are these seasonal factors?
  5. I've read the Koran. With all due respect, it's an endless, bloody diatribe against non-believers. It's miraculous only a small % of Muslims take it at its word.
  6. Guys, I get it. No argument on any of this. But I'm in the camp of 'take a small slice and gamble with it.' Unlike you soulless robots, I need the outlet! Given all the poker players on this forum, I doubt I'm alone in this regard. BTW I use options, I don't actually short. And so far I'm slightly ahead in this game........anyway this thread will doubtless die a quick death.....maybe deservedly so. P.S. Wayward -I am short TSLA, via puts, which is obvious and maybe stupid, but IMO Musk is playing the long con here but is running out of time. So it's kind of a fraud + overvaluation play.
  7. I couldn't find a thread on this. Someone mentioned shorting SBUX, which is intriguing. Any good ideas out there? I like to allocate 5% to this stuff, to satisfy my gambling needs while my coffee-can stocks do their thing.
  8. I hear you. On the other hand, he bought it at 10X earnings; now it's 33X and earnings are stagnant. Sometimes you gotta ring the cash register. Like he should have sold KO in 1998.
  9. I was never comfortable with how big the AAPL position got. Very glad to see this news.
  10. Libs

    China

    Depressing indeed. With all due respect, does it matter what western liberals / conservative think? All that matters is what the CCP thinks.
  11. Libs

    China

    A compelling analysis of the role culture plays in China's rivalry with the west. I think we focus on the economics and overlook this factor. In a nutshell, China views the west as decadent and in decline (so does Russia and Iran, BTW). The CCP is trying to take advantage of this, and at the same time keep the decadent influences out of their society. Some great background on the roots of this, going back to the early 90's. Would love to hear other's thoughts on this. Seems like China is playing their hand well, much to my dismay. https://www.restorationbulletin.com/p/china-and-the-global-culture-war
  12. A negative take on the subject. What do our resident experts think of this? https://garymarcus.substack.com/p/the-great-ai-retrenchment-has-begun
  13. If we want to just talk about the grid then that's a whole different game, one which I could write for days on. Edited 3 hours ago by Eng12345 Yes please. Not just from an investing standpoint. How bad do you think this will get?
×
×
  • Create New...