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rb

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Everything posted by rb

  1. Maybe I'm not sure what you're trying to say but intentional deaths in France and Denmark per 100,000 are in the low 1s. US is at 4.5. Not sure how that is zero difference.
  2. I don't see how your post contradicts anything of what i've just said? Are there nut jobs on the left as well. Yes. That doesn't change anything about what I've just said. Btw, i don't really see myself as a big leftists. On certain things such as healthcare, education, and to a certain extent pensions my views align with the left because analysis shows that government involvement produces more efficient or more beneficial outcomes. Of course some of that is influenced by some personal views such as I am not ok with someone not getting healthcare they need because they have less money than me and cannot afford the insurance. However on most issues I'm a conservative free market guy also not because of ideology but because in most cases free markets do produce the best outcome. Now all in all can i say that I can identify with the Republican party platform? No. But it's not my fault that the party has become totally unhinged. If that makes me a raging leftists, oh well, so be it.
  3. Yes. The homicide rate in Canada is 1.45 per 100,000. In the US it is 4.5 per 100,000 - 210% higher.
  4. Agreed. Numbers never matter with most issues with the populace. But I think the country over the long term becomes more and more liberal, and we'll eventually get there, slowly but surely. I'm surprised though that these numbers also don't seem to matter to some "value investors"; people who are supposed to be rational. Guns just seem to be in a league of their own. I suspect that a lot of otherwise rational people loose sight of that when it comes to guns. Or even rationality sometimes gets lost in the political process around guns. I think a good example is that a background checks: A majority of both the population and of gun owners in the US support background checks but nobody will touch that at a political level. I also don't think that it is a liberal over conservative thing since tons of liberals love their guns. Case in point uber liberal Bernie Sanders didn't have a problem with guns and liberal Vermont is ranked as the second most gun friendly state in the nation. Way ahead of Florida and TEXAS! Then there's also this resistance to tyranny stuff. All these guys imagine themselves as captain America, AR 15 in hand defending freedom from the big bad tyrannical government that just snuk in. What they miss is that tyranny doesn't sneak in. Tyranny is invited, applauded and welcomed in. They always point to Hitler. If Germans had guns we wouldn't have had Hitler. Hitler was elected and supported. Germans back then didn't really have a problem with what he was doing. Look in the US right now, when Trump opens his mouth the words of a tyrant come out. Do people have a problem? Do they reach for their guns to protect liberty from tyranny? No. They go to rallies, applaud, justify and vote.
  5. Yea, I don't think numbers and rational analysis will make a difference. If they would something would have been done by now.
  6. You guys definitely should. Maybe if you pitch it he won't keep raising the fees for the terminals.
  7. As someone else said, installing a knife on the steering wheel pointed at the driver will reduce the number of accidents. But everyone recognizes that it would be a supremely dumb thing to do. Also I suspect that the reason why so many firearms in America sit unloaded and locked in a safe is because their owners think that it would be irresponsible to have a bunch of loaded guns around the house or on their person.
  8. I like MIC for a short. They've been talking like they're the people's saviour because they're willing to insure and make dreams come true for those people oppressed by that tyrannical CMHC government agency who refused to insure their mortgages because you know they didn't have income verification. So I'm thinking that there's probably a festering pile of excrement on their books. But I've just started doing the analysis.
  9. Do you have a link?
  10. Pretty sure that a French army and 2 French navy fleets made a pretty big difference as well. And Britain didn't have drones, or tanks, or cruise missiles....
  11. That's because NY isn't a battleground state. But if Trump would like to spend money and time trying to win New York.... Please, by all means!
  12. Sadly I think you may be right. And this is how liberty dies. It is unfortunate how tragedy always appeals to our darkest instincts. :(
  13. And alertmeipp took the words out of my mouth. By this time I think it's crystal clear that there's a bubble in the GTA and Vancouver. It's probably time to stop debating that fact and try to figure out a way to make money off this thing. It's an investment forum right? By the way, the reason why i've been torturing myself with data and try to figure out whether prices are going up at 20% instead of 10% is that at around 10 it can still be an overheating market. If it's 20, it may be that part of the bubble when prices go vertical right before that crash. Vancouver's likely already there. My best idea right now would be to short the private mortgage insurers. I'm thinking that they likely insured a lot of grotesque mortgages. MIC paid out $120 million in losses in 2015 when the market was red hot.
  14. From what I understand in the article they'll buy wholesale on the energy market. Tenaska for example doesn't have any generation in Nevada. Not sure whether Exelon does or doesn't.
  15. They're the only provider.
  16. Just to clarify once again, I am talking more about the GTA. Vancouver data lines up better even though over there it's harder to tell what's what because the market has been so crazy. Richard, I really don't understand your post, since you replied to my original post about discrepancies with the housing datasets, so you would know that the issues i raise are not based on my gut feel driven by anecdotes but i raise these issues driven by actual data. In the GTA, actual data isn't available yet from anyone for May 15-May 16 but it is available for Apr 15 - Apr16 which under most circumstances should be a very good approximation unless May 16 has been absolutely gangbusters. Allow me some leeway because I'm not gonna run all the numbers again. This is roughly what you have: 1. Teranet matched pairs sales for GTA 10% YoY. This is the best data series for home sales. However, it doesn't split for different dwelling types. 2. CREA data for GTA, YoY has condos at 7, semis and townhouse at 12, detached at 14, and everything overall at 12 3. Toronto Real Estate Board has detached houses going up at 17.5% YoY 4. CREA comes outs and says for GTA in 905 (which is way bigger than 416) YoY condos did 9, semis did 19, and detached did 21. Now those numbers just don't line up. Anecdotally house prices went up, and for real prices went up. But there's a big difference between 10 and 20 percent and that difference is important.
  17. Yes, realtors, the most reliable and truthful source of information.
  18. Which area u live? Ask anyone in Toronto or Vancouver. Those numbers are for real. I live in Vaughan. And seriously what you're saying is like saying the stock market has gone up. Gee thanks. And ask anyone in the city isn't going to produce any more concrete information. Nobody is denying that the market has gone up. But there is a big difference between the market has gone up 10% or 20% don't you think? And I think it's a bit of an issue when CREA says both of those things in 2 different mediums. Do you have anything to add on that? Or should my market analysis be based on what the guy on the street says?
  19. When does the Michael Lewis book come out? After he's done with the one on Valeant. That would be a fun read.
  20. I think the highest paid public post in Canada is Poloz. At about half a mil he could afford to live in Vancouver. But he gets much nicer digs in Ottawa for that money. 8)
  21. I was speaking more about Toronto. The Van numbers line up better though they still seem a bit off. Just to be clear I'm not saying that prices are not going up but it seems that CREA is pumping up the number even more in reports. Also whether homes go over listing price isn't really relevant when we're talking about YoY price changes. But to your point, yea Van went up a lot.
  22. Thank you for that very astute and insightful observation. Can your great sense of vision tell the difference between 9% and 6% growth? Maybe your sight can clarify why the match pairs sales data for GTA comes in at 10% when semis and detached are supposedly going up at 20%?
  23. As I did a couple of pages back, I'm claiming BS on those numbers. They seem to be on the high side esp for Toronto. They don't even line up with CREAs numbers. Either May 2016 was a totally bonkers month or they're cherry picking or they're flat out lieing. I don't know how they do it.
  24. I didn't say they're useless. And yes they still perform important functions. GEOs are excellent at broadcasting a one way signal over a wide geographic area. So if you want to broadcast say ESPN or Howard Stern to the continental united states there's nothing better than a GEO satellite. They're not so good at the two way communication thing so they're not so great at say video on demand. The world keeps moving away from one way communication to 2 way communications. Satellites due to costs and other reasons have longer lives and they're harder to modify and adapt to changes in demand. Terrestrial technology is much more customizable and upgradeable. So just to clarify, I'm not saying satellites will go away, they just that don't have a very bright future with everything that's going on.
  25. My opinion, not that i'm an expert or anything, is that communication satellites are an obsolete technology. Today's fiber and cell networks are vastly superior and are pervasive. As other posters mentioned satellites are very expensive to build and launch. GEO satellites also have high latency times given their distance LEOs are better but since you need massive constellations the cost becomes ridiculous. They are still useful but mainly in niche situations so they're not going away anytime soon. But given their limited uses I don't see any meaningful growth in the near future.
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