dealraker
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dealraker last won the day on September 16 2023
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dealraker's Achievements
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Uhh...not exactly.
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Looting has an all time leader Cubs; that's your man! No one compares.
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Lindsey Graham was a man with zero courage who was obsessed with his own relevance and preservation. His public behavior outside of politics was disgusting. His response to the Jan 6th killings make me puke.
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The "history" or story we most often tell is one of over 60 years ago when General Robert F Sink (Bob, to the family) was at Easter Sunday lunch with all the brothers, their wives, and of course Granny Sink his mother...and majority owner of the newspaper - which in those days made her pretty much his and everybody else in town's commander in chief. Bob, as was the norm, injected "GD" into almost every sentence while not with his mom and he slipped up and used his adjective of choice at the table that day. I was ten years old but clearly remember Granny Sink calmly looking at him - amongst the deadly silence resulting from his inappropriate GD use - and saying, "Bob, you can leave the table now, I'll send for you when I'm ready for you to return." With a sheepish look on his face, while in full general uniform, Bob got up without saying a word and tiptoed away from the table. What Granny Sink as a teetotaler wasn't aware - but all the rest of us at the table were aware - is that Bob and all the boys (his brothers) kept bottles of liquor in the water tanks of the backs of the commodes at her house. I'm quite sure he just visited the bathroom and got a sip or two - smirking with silly enjoyment while waiting for his boss to pardon his punishment. By the way, as a kid and there were many of us, I was only allowed at the main long length dining table because Granny Sink's sister Mattie, a former mayor and city council woman of our town, had Alzheimer's. She'd often drop her false teeth while eating they'd fall under the table and/or her chair. My job sitting next to her was to fetch those teeth!
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Cubs, if nothing else you are a fantastic read! Like most "economists" I'm not so sure you've got the benefaction/cause and effect in any form of reality... ...but at least you are consistent. That use of the word consistent is your praise of all things Trump. When do we put Trump in a straight Jacket and sit him restrained in a public place babbling his endless scrambled "plans" that will still sell ads for both wings of media enabling both to keep being profitable? If we could do so so I'll assure you Cubs that the "economy" and whatnot is going to be the same upcycle success---- at least for now.
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There's a difference today though, the will, attention, spirit, and claims of success or failure of much of the US goes wherever Trump takes it. Even if its something that is blatantly false, whimsical, or fantasy - these successes, grievances, or whatever are spoken and written over and over again. Elections stolen, wars claimed won...these absolute claims come and go by the moment with Trump but red cappers are there for every step whatever the direction. When evidence proves overwhelming to such that it is impossible to escape then it is always default to tell a story some long ago liberal. Trump owns this era. He sells fabulously, success such that demand that his name must be in the title or subject of every ad or conversation. He sells a bizarre array of stuff - crazy fake stories, convenient fraud and scam, he sells that US white man fear- thus aggression- has the means to dominate the world. If you are younger, even as old as I am, it is relevant that Trump isn't likely going to live too much longer. I'm very interested in the post Trump world myself, it could get very interesting. Almost none of what Trump sells will sell well once he's gone. That's where the stimulating part of the story arrives. Nobody can sell the junk that Trump does, not even close.
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Nothing I post should be taken as seriously as the typed words suggest. If or when you meet me in person you'll find that I'm conversational, that's in print and speech. I mostly enjoy interacting with those on the other sides of issues than me, there's nothing more of a let down than hanging out with like minded's...it puts me to sleep. The only things that bother me are the intense extremes, which tend to be over-displayed of course by our news sources. But they sell ads and selling is what most news today is about.
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LOL, when you do return with a political post? It will be one to remember Greg!
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When you start posting that Bill Clinton was responsible for both the late 1990's market and the budget surplus then I'll better understand where you are coming from.
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Reds...my view and yes 100% my filter and it may be completely inaccurate: When I read your posts over the years I read "this poster is consistently intellectually dishonest." There's nothing wrong with going full bonkers far right with Gregmal, it isn't something I enjoy reading but it is a guy being honest with himself and others. Again, my bias and filter, but it is what it is. I give Trump no credit for the market or economy. Generally he significantly harms the entities he's involved with AS IT/THEY relate to others involved - while making good for himself. For the US? Yes, I think he does the same.
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The issue is perfectly clear to me, that Trump is going to be able to do anything he wants as long as the economy and bull market sustain. We all know that both above are independent of politics, yet the popularity of politicians is dependent on such. If we had a declining market and economy I'm not so sure we wouldn't have our supreme leader hanging upside down by his tied up swollen legs by now. Wiser more stable true conservatives probably are sitting back thinking Trump is a relatively small time swindler that it is best to let him take-in a few billion doing scams; that this keeps out the liberals, it is a cost of doing business.
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Insurance Brokers (MMC, AON, AJG, WTW, BRO)
dealraker replied to tnathan's topic in General Discussion
I'm not going to state much about the broker business as I'm not in any way up to date and feel that all I can offer is bias which isn't helpful. I do spend a lot of time with probably my best friend who is still in the business, he has a lake house that he lives in half the year that's a quarter mile from my home, so summer we are together often. His firm now is 45 people. Anyway we do generally talk the business at least some when we get together. What's interesting is the two things we most have watched affect the broker prices, that's soft markets and AI, are things he simply doesn't even mention. I do bring them up of course and he sort of comes back with what I'd call a "normal stuff" position. His most worrisome issue is that he doesn't want to sell the business, but he now doesn't want to be on task but 4 hours or so a day- he and his wife travel, and his two sons are not particularly motivated and honestly not very capable. He does have a middle age woman who he says can and for the most part - and actually does - run the business. This woman has a daughter who just graduated and joined the firm who my friend says, "She will be both my son's boss within a couple of years." He is delighted with the overall conditions of the insurance business, says opportunities are endless and competitors aren't a problem. This is a guy who never went to college, he joined his father's one man operation when he was 18, he's now 67. He's also an aggregator major owner, that is a 6 part ownership thing and he has personal and via his business ownership of 5/6th's, and there's one other 1/6th owner. -
Insurance Brokers (MMC, AON, AJG, WTW, BRO)
dealraker replied to tnathan's topic in General Discussion
I bought BWIN for the two trusts I'm messing with and stuck with it. Up 33 percent but bought very little so it is not meaningful. I had bought AJG a couple years ago in both at $185 and now I'm game for a bit more of the brokers in these trusts. Decisions. -
Insurance Brokers (MMC, AON, AJG, WTW, BRO)
dealraker replied to tnathan's topic in General Discussion
It was a bad day for public shareholders when Hub went private, the "pop" was typically celebrated but sorely disappointing. Back it comes. -
Nice! Angela tugs me around London pretty often, sometimes for an entire week. Paris too. However, we both prefer to spend the majority of our time discovering in the nooks and crannies. We plan on spending time in Llandudno also on this trip and actually can walk there from where we will stay.
