Xerxes

Listen to this episode. Does Motley Fool does not understand what is Yen Carry Trade …. Or maybe it is me not understanding

I loved the show. But I thought the finale was a big letdown. so now the actors are going to look 2 years older for season 3, as the battle was just about to rage at the end of season 2. reminds me of Star Trek The Best of Both Worlds, as season premier picks up exactly where the finale left, literally in the same scene, but the actors look like they had a good summer on the beach.

I may remember wrong, but I think Anchorage was said to be for “industrial” assets. not sure IDBI would go there.

Hi Dinar i don’t know if this can be shared. what is the combined % of GE Aerospace, TDG and SAFRAN

My view: Keynesian is all about government spending, but that is not what happened in 2008-10. The QE and the money firehose simply inflated asset prices. And the value went to the asset owners at large. And not spread into Main Street. In 2020-21, in contrast the dollars went into to the pockets of Main Street that spend it. And actually unleashed inflation for a change (and not just asset inflation)

If I was Ukraine, I would it pretty annoying. The first six months would have been ok …. One can argue. I don’t disagree on how they must feel. Clearly North Korea doesn’t impose any restrictions, not that it would matter if they would impose any.

All true. And everyone played their role in this tragedy. Putin may have pulled the trigger, but he was not the only contributing factor. Just like in the 1854 Crimean War. what can I say. A true tragedy. And a total waste of human potential.

Fair comment with my nuke scenario, as it is not as black and white as I wrote. But also not as a clear cut as you wrote about Red China re-opening decades earlier, if Washington was just a bit more decisive in Korea. Mao was ready to lose tens of millions and move deep inland and fight a guerrilla war. Not sure if that alternative timeline that you proposed would have had any chance of pulling re-opening of PRC much earlier. Those Korean troops that you speak of included 300,000 Chinese volunteers. For Nixon-Mao to meet, history had to unfold exactly as it did in the 50s, 60s and early 70s. In other words, both Vietnam and Korea Wars had to unfold exactly as they did.

That is fair based on your explanation of their “continued use” as assets. Therefore legitimate target. Would moving of those assets further inland change their status. Does / should distance to the front line play a role …. Do you think Were B-52s not used as stand-off launch platforms. But flown across the Indian Ocean ? Are Tu-160 White Swans, flown say from the Far East, used as stand off launch platforms against Ukraine legitimate target Biden should push for ? If Moscow has nothing left than just bluffs and nukes, why not take out the White Swans … as all their red lines has proven rather not red.

… which also brought PRC to Washington’ fold, and broke the Red block, decisively. Or do you prefer seeing 30 million Chinese burned in nuclear blasts in the 1950s, just for the sake of “winning” the Korean War. we can write essays and PhD dissertation about Korea, Vietnam and all the things done wrong, tactically or strategically. But that would be in hindsight. The game is the game. But the game also has unwritten rules. and it is not about individual feelings of what feels good.

how is that different than a hypothetical scenario where let’s say in the 2003 war with Iraq, Moscow would not authorize Baghdad to use its long-range ballistic missiles to hit Diego Garcia, where B-52s are based. Seems to be just “great power” management.

FFH does own a single class.A share of BRK. I don’t know if it is for sentimental reason. But it has been there forever.

https://podcasts.apple.com/ca/podcast/geopolitics-decanted-by-silverado/id1614010500?i=1000664009725 Koffman and others on the book on Air War in Ukraine. And about the F-16s —————— Good review of this new Command & Conquer PC game. Below :

SoftBank is partying like it is 1998, dropping like 20% or so

As an astrix, the 2024Q2 number of 820,000 does include 275,000 repurchase from Prem Watsa. It shouldn’t make a difference, as a buyback is a buyback. But I do wonder if the cadence will be different in Q3 and Q4.

At least the tiny Paramount capital tax loss is getting used up !

we drove there in 35 C degree temperature just to see it. I like to chase fortresses. It is impressive. A walled city, north of it is there is the star-shaped Fort da Graca and south of it there is another one. I only saw the northern one and the walled city. Way too late to get to see the other one before evening closure time. the massive aqueducts are west in the picture below. The ones you saw.

Went back to Portugal after two years. This time with my elder parents and sister’ family. Great family trip. Did two weeks. I enjoyed the massive Portuguese fort complex in Elvas in the east, overlooking the Spanish border. Not many North Americans go there I think.

Anybody in chart-voodoo technical analysis. Isn’t this a “bullish” signal with big upside ? the hound getting unleashed …

Beautiful. Stelco and “trump trade” giving it a boost over $1,600

well done !!

it SHOULD be mourning. A father and a husband died trying to protect his family. Don’t worry about Trump. He is a tough guy. He can take the jokes.

https://x.com/stillgray/status/1813139025642893768/mediaViewer?currentTweet=1813139025642893768&currentTweetUser=stillgray this is so funny

My god, Blackrock’ chieftain, Larry Fink, has been Red-pilled ! This is the Establishment. Can’t wait for him to start making personal memes and podcasts. But i bet you never see Blackrock making a directional bet. He just wants to be the pipeline for whatever the market is buying and selling. And maybe the good PR of it will help offset his ESG PR “issues”.

is there a hidden message about Kraken Robotics ? the only one not in capital letter