Gregmal

The gas car argument is massively overrated for EVs. Theres probably logical reason for alternative energy somewhere, but its mostly a mind game. As I mentioned earlier, Ive got a 550 gallon double tank for heating oil. Going from $2 to $5 a gallon moves the needle. But for a standard car, if you use 15 gallons a week(assume 20 mpg thats 300 miles a week which is high) the difference between $2 gas and $5 gas is $45 a week. $10 gas is $90 a week. Big whoop.

Even after the LAACZ score? Lol

More hedging. Plus with inflation it’s better than holding cash.

Florida freeze being a nothing burger is the only recent development. Oh yea, and you’re gonna see some land sales soon.

The truth about what’s happening is somewhere in between what is being reported here and basically what is a 180 of that. Folks are just used to swallowing hooks, lines and sinkers so they don’t know any better. When I wanted to get to the bottom of the sunbelt story I chose to go see it myself rather than rely on analysts in NY. Same concept in a theoretical sense. Or…. You can fall for the propaganda like you did with everything from Russiagate to Omicron being a “game changer”. To each their own.

EBAY and PCYO adds

https://seekingalpha.com/news/3812242-meat-13-gasoline-38-lifts-all-items-cpi-to-79-year-on-year Interesting. Still, despite everything the eye can see, theyre saying its 7.9%. And some people believe them. Because Psaki said it and its also Putins fault and called on 3 friendly reporters. Run Forest, run!

https://seekingalpha.com/news/3811982-london-metal-exchange-rushes-to-contain-fallout-of-nickel-trading-crisis this is pretty interesting. Seems every other year some fund blows up shorting some commodity or currency that gets whacky. Remember the video apology from the dude who lost every penny of client money on nat gas shorts gone bad? anyhow, the less mainstream some of these are, the greater the risk you get some swan event that blows a hole in the financial system or causes some sort of contagion. It’s why IMO banks or insurers right now are a little yucky. If GME can do it so can copper or some shit.

Eh you don’t have to be kind/PC about it. Most of them probably don’t lol. You can always tell who’s parents were bankers, accountants, lawyers, IE white collar by how much trade/shop/blue collar skills their kids have. At least as a general rule of thumb, I can backtest this against most of the people I’ve met in my life and every now and again there’s an exception but it generally holds true. Unfortunately my kids probably won’t know how to change the brakes on their cars. Who TF is gonna teach em lol?

Fair enough. The ones complaining are probably just mad they didnt just crush this commodity rally because they were blinded by their political views. But point taken.

What is out of line? Viking did say he took profit today and thats the basis of where that came from. I dont know how thats out of line? It wasn't discussed privately, HE asked me to ask Viking that question. Either way Im kinda over this. Everyone always claims to be an independent and free thinker but when you always come to the same conclusions on the same things, and those things happen to mirror the prevailing opinions of the MSM...IDK. I'm sure if we put up a poll of members and let people vote on who is an independent and critical thinker the results would tell the truth. When all else fails we just call someone a Russian agent or Putin supporter because thats the textbook. EU and US didnt inherit inflation and high energy from Putin...they have themselves to thank for that but now have a convenient excuse. And no one has really supported Ukraine, just ask Zalensky....

Manchin is probably only one of a half dozen or so(at best) people in congress that you can trust to act in the interest of the country.

Easy. Same reason as the US. Cuz the politicians are bungling things. Between the COVID response in Europe and the inflation problem in the states. And the politicians need someone to blame. if you’re going to support Ukraine, support them! Instead we freak out when Poland offers real help and boast about how our sanctions are harming innocent Russian people because “eventually” it’ll come back to bite Putin even though we have more than enough evidence spanning decades that fucking the innocent citizens doesn’t do jack to a dictator himself. See? Shitty and rationally void arguments aren’t hard to spot, often because they make no sense. i mean it sounds like you just parroted Jen Psaki here. You realize Europe was fucked and energy prices were soaring WELL BEFORE all this? You didn’t just swallow another narrative did you?

Interesting. Again. This seems so….consistent in all your stuff, and so inspired by…..can’t put my finger on it. MSM inspired? and of course, if I do what we all “say” we aspire to do, “think for ourselves”, I must think Putin is a “swell guy”. No other in between I guess. He can’t possibly be an old school dictator who’s rationally telling foreign meddlers to get the fuck out of his backyard. Nope. Gotta be something else. Let me search around CNN or Wapo for a bit and I’ll get back to you on what that something else is. cheers

Interesting. You don’t think hanging that carrot to trigger aggression had anything to do with this whole thing? You’re boasting that these politicians are what? Talking about getting energy elsewhere? Self interest I’d say? You say what? Sending big bad Vlad a message? Definitely not standing with Ukraine. None are standing behind Ukraine even as Zaleski begs them yet the media tells you otherwise and you believe them? You say Europe is taking unprecedented action, even though you offer few real specifics and those you cite have very little to do with actually helping Ukraine, but then ask me to Google things? Dont know what to tell you Viking. As others have pointed out, thinking for yourself involves criticism from folks who tout the headline narratives. Differing opinions are not welcomed, sure. You talk about thinking for yourself but have repeatedly since I’ve been a member here fallen victim to swallowing headline narrative and agenda inspired rhetoric. The polls in 2016 and again last cycle. Trump/Russia. You were up in arms several times about Russian interference in the US elections because of tweets but when confronted about what the US did in Ukraine asked “where were the tanks”! Somehow “we won and Putin is fucked” is all you get out of this which given the backdrop(Xenophobia towards Russia) isn’t surprising. If you want detail go back through all of this. Weird how it’s playing out very different from what was brandished the last few weeks. Where are the nukes? Who’s next up for the USSR conquest? Oh no, now it’s that Putin is stupid and all of Russia military is crumbling because they suck, that’s the prevailing MSM portrayal and not surprisingly, your perspective as well…coincidence? Weird. Or maybe Russia finally drew a line in the sand and war broke out. Their goal was….exactly consistent with what they’ve repeatedly stated for almost 2 decades and in line with the release on Monday? US/EU/NATO fuck off in Ukraine or we ll take action. Nah, too farfetched. Market reads that and realizes it’s been duped again? Another weird coincidence. Or I guess you think Monday around the same release they got wind that some Russian military tanks were too poorly engineered and things would turn out differently than they thought 2 weeks ago? but sure, let’s talk about thinking for oneself as you lazily revert to pigeon holing the stance I’ve taken and described it, just the way the MSM has taught its disciples, as “Putin is a swell guy”. LOL it’s almost as if the responses and interpretations are from the textbook. And then on top like you’ve done before when called out will say I’m “personally attacking” even though making the previous assertions doesn’t qualify….it’s all so strange. also, cardboard still reads some of the stuff here. He s been on point with the markets lately to a crazy degree. He wanted me to ask how you took profits when you’re so heavily in cash and Fairfax is lower than the price you paid for it a couple days ago? Ok that’s in gest but I laughed when he emailed me about it.

The reaction to Poland offering some old fighter jets is all one needs to see to understand the situation. “Oh no, no, no you don’t. That’ll trigger a conflict and we would likely get dragged in! No!”…..far cry from the “we banded together and showed Russia who’s boss!” Narrative. In North America we re peddling our propaganda and some are buying it as always. In Russia they’re pushing their propaganda, and some are probably buying it too. China is loving it. And in Ukraine their lives and country are destroyed. This is what happens when a peon country flirts with the xenophobic big boys.

Right on cue... https://nypost.com/2022/03/09/psaki-predicts-even-worse-inflation-report-after-40-year-high/ These things were a big problem prior to Ukraine. But now its because of Putin. White House got what it wanted from Ukraine.

They've abandoned Ukraine but sent over some cash and some weapons. What a hell of a response. LOL

Obviously. He doesnt want to deal with unstable dictators. Thats what the media told me. Just took a slight moment to do a narrative shift on Iran!

I mean Russia still has like 5,000 nukes. What changed in the last 48 hours? It became too hard to keep peddling the sensationalism and BS narratives and it became clear that for better or worse once Ukraine was neutralized that chances are this no longer escalates. And that Russia is already half way home in destroying the same place, the EU/US won't do a damn thing, and in a fucked up way, everyone is happy except the Ukrainians who trusted the US/EU.

The media couldn't hide a "demand list". Monday seemed to be the bottom. Tuesday people started realizing it. Today we rally. Coincidence. Couple the demand list with the repeated logic that NATO/US/EU repeatedly, over the past decade kept pushing Ukraine even though Russia has warned it was viewed as a national security risk(something a few folks here nailed) and the likely ultimate result of a destroying and/or conquered Ukraine(either accomplishes the 3 demands) and there you have it. Nothing that should be dragging down the majority of US equities. Energy prices will be temporarily relieved thanks to the good guys running democracies in Venezuela and Iran. Funny how it all works right?

I think if you're still trying to form a picture on this you missed the move. But what do I know?

How bout some Venezuelan oilers? I chuckle at the logic being used; of destroying the Russian people and economy to punish a guy with 3 different billion dollar mansions and small city sized bunkers... by enriching dictators in Iran and Venezuela, all while we have oodles of oil and gas.....right here at home! Yes, people voted for that.

Just remember, a week ago we were on the verge of a nuclear war and Putin was going to recreate the USSR.... People, this is why markets can behave irrationally LOL Now. Going forward, who are we going to listen to? The people who bring us one sided, agenda driven stories, the people who brought us the "polls" for 2016, 2018, and 2020, the people who have scandal and lawsuit one after another over the accuracy of their reporting and the disclosure of their conflicts.....or..... Often times game theory is the easiest exercise and you only need half a brain to apply it.

Man, someone called it. Brandons War creates higher energy prices and now its the result of corporate greed so of course we need to have Pocahontas or Bernie introduce a windfall tax.....my god these clowns are predictable.