Xerxes

Not even close. Lebensraum was never about Eurasian trade call option. Just creating living space for the master race, and throwing the Slavic race “beyond the Urals”. To think of it, the Mongols from centuries earlier were more advanced than the Germans of the 1930s, in their empire building schemes. The Third Reich was flawed from the get-go in its thinking.

I admit in contrast to last year 2024, there are barely any high conviction ideas in this thread for 2025 (Except some stuff on MSTR) speaks to lofty valuations

Send in the Strumtruppen Tonight is the Night of the Long Knives … changing disloyal servers, the “lags” will be purged

that is one hell of boring 1980-90s movie with an overacting Christopher Walken of which I no longer have any recollection

definitely not the legacy satellite providers. It is a new industry in some ways. Starlink is to SpaceX, what Robotaxi is to Tesla, in term valuations of a recurring business vs. the valuation of the holding company and the capital-intensive side of the business (car making and rocket-launch, respectively). That is as far as my brain allows me to go.

Hahah

Genocide ? where does that comes from I thought we were friends. We were exchanging jokes about Trudeau just a moment ago. Now I am put on spot and required to take sides on this genocide discussion. good lord.

is that a re-post of yesterday. Why is it surprising that Hamas inflates numbers. Hamas does make up a lot of stuff. directionally though, does it matter ?

there is also Katie Wood space ETF that has Spacex In it. but why bother with Baron, Wood and the likes for a puny uncivilized 5% exposure of something that one really want but requires one to have 95% of the stuff that we either don’t want, don’t need, but convince ourselves to want for the sake of 5% better to go with RocketLab suggestion above. That said, I find it interesting that no comment has been made to the fact that most of the potential value of SpaceX is in Starlink. And the latter has a far likelihood of an IPO (rumours and filings over the years) than the rocket business and the holding company. In fact, the SpaceX and Starlink are like BN and BAM.

The ultimate Trump trade cannot believe the COBFians didn’t zeroed in on this one after 29 pages.

Barron’ 2025 Top Ten picks

2024 was not a good year for Barron’ top 10 picks https://podcasts.apple.com/ca/podcast/barrons-streetwise/id1504250328?i=1000680310325

Russian column withdrawing ... to Tartus i think

Biden / Harris camp had no chance with Trump. The man is on a mission to break status quo. Hopefully net positive. that said I don’t know about “crime family.”

https://apple.news/A3ItqWil7SDy_wAcRc7g-LA Good read. From Washington Post.

yeap. La Belle Province.

@mcliu which part of Canada are you from ? if you are ok to reveal that

100% And pay our NATO bills. it ain’t free.

Watch the full video of Donald Trump talking with Jim Cramer at the NYSE

I have not seen anything first hand. Then again I live the leafy suburban life. And not much happens around me. That said the one incident that was recent downtown was this lady whose family operated a Second Cup coffeeshop in the Jewish General Hospital. She was seen doing the Nazi salute during a protest and saying idiotic things like Final Solution. She was recognized on camera and her family got their franchise pulled by Second Cup. Montreal historically had a leftist, anarchist tilt to it. Nothing to do with Trudeau nor the Middle East conflict. Just that anti-war protest overtime attracts these anarchists. On Trudeau, he needs to go. It is high time. I would want a conservative government. That said I also don’t need a prime minister (the current conservative Opposition who is jockeying for the job) whose only foreign policy slogan is “we must stand with Israel”. As if of all the issues that exist in the world, he needs to go out of his way to highlight that one. I need a prime minister who has balls and stand for what is right and one that has conservative mindset. And not some dummy who is going to repeat Bibi’ slogan.

and that is something that even Fairfax India does not have. An asset manager play for third party funds to manage.

The Russians are doing the same thing I do with my car on a heavy snow day, when I have to move it a bit further. If not the snowplow rebellious crew may make good on their threat to tow my car if left there.

the industry fell on sympathy for FFH not making it into the index.

thanks John. I think though the word “terrorist” was not used on Monday. While it was used just few days ago. Much like the West, Kremlin makes great strategic use of the word.

I don’t think there is a relation between Turkey’ control of access to the Black Sea and the port itself. The port is Russia’ only major port in “war waters”. and needs to keep it and will likely keep it. I find it, highly unlikely that Turkey will push for the new regime in Damascus to push out the Russians. That would be too big of step change between Moscow and Ankara. the winner needs to leave something on the table for the other side. Edit: it is not like there is a “land access” from Russia to the port in Syria, in which case it is a “bypass” to the Strait of Bosporus. The two are independent.