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whiskybravo

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Everything posted by whiskybravo

  1. Yea, if they didn’t have a majority, they’d probably be talking about packing the Supreme Court.
  2. You’re right. Bureaucracies will never go away and indeed will probably inevitably grow over time. If we can’t significantly cut wasted taxpayer money under the current administration, under what possible future circumstances could we?
  3. Yes, the Canadians are in danger of an own goal in the next election.
  4. Oren Cass on the current economic environment. https://open.substack.com/pub/understandingamerica/p/that-reagan-guy-started-with-quite?r=9iue0&utm_medium=ios “Bessent says Trump will ask other governments to put themselves into ‘red,’ ‘green’ and ‘yellow’ boxes — i.e., choose to be foes, friends or adjacent players. ‘Green’ countries will get military protection and tariff relief, but must embrace a currency accord. Some ‘yellow’ — or even ‘red’ — nations might cut transactional deals. There could be two stages with Mar-a-Lago, the thinking goes: one with allies and the second with others.”
  5. Hard to believe we have such a competent energy secretary. Energy realism https://open.substack.com/pub/robertbryce/p/chris-wright-we-need-more-energy?r=9iue0&utm_medium=ios
  6. Welcome back to Dalal.Holdings. My European stock suggestion is PROT.OL, which I think has the makings of a multibagger, even though it is already a multibagger. Namely a small market cap, large market opportunity, shareholder friendly management, disciplined underwriting. They started underwriting in France January 1st. Lots of countries to enter over the coming years.
  7. In current arrangements, he believes the other side is taking advantage of the United States. Not saying he is right. As far as deals as infinitum, I believe he thinks there is so much to be put right that he will be plenty busy for four years.
  8. To do that successfully, they would have to expedite permitting, deregulate, etc. Not in their DNA.
  9. This is not 1938 or 1941. Putin not will push further for living space (lebensraum) for the Russian people or “rush to the Caucasus” to seize the non existent oil resources of Western Europe. It is also not 1949 when we “marshaled” our funds to lift Europe off the canvas. New world circumstances logically dictate for Europe to take the lead in Ukraine going forward. We’ll try to focus on China.
  10. Prot.ol announced positive gross written premium growth for 2004, particularly Q4.(up 30%, with 82% of the growth in the UK). They just entered France January 1st and are seeing strong demand there.
  11. It was very easy to set up a 2 year treasury ladder at Schwab. When a rung matures semiannually, the proceeds will automatically be reinvested at the then current 2 year rate.
  12. Orthopa, thank you for your time and contribution to the board. Just to clarify are you an ER medical doctor or an orthopedic physician assistant?
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