Xerxes

I heard that the story was coming out from the media, and he wanted to get in front of it. And that he did confront Modi when he was there for G20 but got no traction. Like I said I am not a fan of Trudeau spewing out his liberal nonsense on anything and interfering in other’ affairs. But I also not a fan of large Asian economic powers using their economic clout and treat Canada as their playground, whenever it pleases them. Saudis pulled the same type of bullshit, and then the Chinese and now Delhi is trying its hand. Now if Trudeau is just spewing out nonsense, then he needs to be fired by Canadian people. But if it is real and he did the right thing. Enough is enough. it is also possible that it is real and he just executed poorly or got irked by G20 and getting stuck there or doing it for domestic pow-wow. But then again he is politician.

I don’t know either. But then again, did we ever got proof that a hit was ordered on that poor guy in Istanbul by the Royal Court in Riyadh. Aside the fact that business jet flew there with assassins. Yet we take that as a fact. But where is the proof. There are certain details that might never get to published publicly, given that it reveals the inner working of the spy agencies.

By the way. I don’t discriminate. I don’t care if you are some asshole from Mossad, CIA, Iranian intelligence, FSB or Indian spy agency, they should all keep their crap out of my country. Period.

good thing I said “… if it is true” I am guessing you are from India. Please correct me if I am wrong. Either way, no matter where you are from, no need to get all excited … I expect both governments to keep their garage behaviour at diplomatic staff. And not affect everyday people travelling there and back .. many of whom are Canadian Indians. Now if you want to re-frame that as “Canadian think it is their god given right to get a Visa”, … that is more your issue and says something about you but I understand that you reserve the right to twist more words further.

Depends on the short cycle or the long cycle. Short cycle business like artillery shells, munitions etc are better captured via European defense forms. Cold war, long cycle business, great power conflict oriented line of businesses, are better captured by the big three or four in the US. But their POs and budget will be driven by Pentagon budget. but at the end of the day there are a lot of interconnections. For instance Northrop has recently bowed from the NGAD bidding process voluntarily, but is aiming to be tier-2 supplier to whoever wins as prime contractor. That is a role that they are good at. Same can be said of BAE from Britain. Similarly, this may surprise people but the German company that makes artillery shells that no one has heard of pre 2022, and is now also a F-35 structural tier-2 supplier alongside Northrop.

Depending on how the diplomatic row evolves between Ottawa and Delhi, we will see if the discount was actually justified !!

I am big fan of India. A united India. But disgusted and disturbed by allegations of its spy agencies conducting assassination of Canadians on our very own soil. It is one thing to push back on allegations and expelling diplomats, but when you stop issuing VISAs to everyday folk that says more about you …. I am not a big fan of Trudeau who constantly needs to throw his liberal values on other countries, but here he did the right thing if this is true.

you seem to have missed my point. I made a distinction between US and West to clarify that most people like to go to the US, as oppose this “generic” West-West-we-are-the-best—West that gets thrown about. That is the distinction that I was going to make. in any case, we are talking past each other. Since I wasn’t even talking/thinking about US “imperialism” when I wrote about civil wars. That was generic comment. If anything it relates to the mess that British left in India and Pakistan. - - - On a different note and completely unrelated, Argentina is part of the New World and was a rich country. I don’t know their history well but over the past 80 years or so it flipped for them. Why is that ? What makes you think the samething is not going to happen to Canada or US. We are looking at snapshot in time. We don’t know what the future holds. Maybe 80 years from now someone will be sitting in their ivory tower in Buenos Aires and issue grand proclamation about immigrants.

immigrants choose to move for better opportunities. Like the Irish and Italians did to the US, eons ago. Refugees move because they do not have a choice. Refugees just look for the closest “escape valve”. Wherever that might be. I don’t think immigrants in the early 20th century to the US went there for wealth and rule of law, as you say. They went because it was the “undiscovered country” and its prospect. By many measures Europe was wealthier and had established rule of law (notwithstanding wars). But what US had was opportunities. it depends when you want to draw your line in the timeline. today, yes, folk immigrate to be where the rule of law is. But again opportunity trumps wealth. Europe still has a lot of wealth, but that is only good if you are “old money”. You cannot create new wealth in Europe with the same scale as in the US. So is it really West we are talking about or US specifically.

@John Hjorth @Dinar Eastern Europe is carved out for good, for decades to come. The axis of what comes next has moved to Armenia Azerbaijan.

if I burn down your house and half of your family with it. And offer you safe haven, surely you will …..=> like the progress and security of my house Edit: and then I can sit and complain from about why the surviving members are not gratified by the “opportunities” by the Giving Hand. You guys do realize that most people just want stay where they are. And live their lives. And have no interest about some Westerner who “wants to free them”.

West has a fascination about breaking things up, for self-gratifying ideological reasons, which may or may not cause civil wars and then be involved to re-patch it up. I’ll just leave it at that.

thanks Spek I actually didn’t listen to Discover but did enjoy their take AutoZone

Right. My bad. I got confused. thought the situation in Hawaii was a concern for Hawaiian Electric … not BRK’ PacificCorp espresso machine wasn’t working this morning

yes sir. That is the one

Radman the way you wrote this post it makes sound like PacifiCorp is a BRK’ subsidiary am I missing something obvious ?

https://youtu.be/dDoiqH66DLM?feature=shared

For those interested, the ChitChat Podcast run 3 episodes in late summer looking at three cannibals. AutoZone Lowe’s Discover Financial.

On Kremlin’ Afrika Korps. In contrast the Deutsches Afrikakorps was ran by gentlemen, waging war nobly.

Berkshire seems to be on a “stealth” bull run. Just noticed that it hit $370 USD. On a related note Bloomstran did an interview with William Green recently.

yes. The one and the same. Dr. “Rocket” Epstein

Odd Lots interview with Bill Gross is incredible hilarious chat. Specially the last 10 min. Just listen that part for a good laugh. https://podcasts.apple.com/ca/podcast/odd-lots/id1056200096?i=1000627652007

@sleepydragon @dealraker i would say that the Bank of America analyst is a very good one. In fact he was an engineer on the F-15 program IIRC in another life time. I religiously listen to the weekend Aviation and Defense business podcast where he is participating and am looking forward for that episode in about 48 hours. that said, the analyst price target is of no significance to me, be it from him or another analyst. Whether up or down. What matters to me the thought behind it. And I think that really helps, shape my thinking. At the end of the day what goes into one person private investor’s portfolio is incredibly unique to that one person and his/her circumstances. Whereas analysts upgrade/downgrade has more to do with relative performance versus benchmark. And better suited for professional money manager as inputs.

The passages above that relates to the Crimean War of 1850s. Replace “Turkey” with “Ukraine” and Et Voila ! Currently there is no defense treaty de facto, de jure or otherwise between London and Kiev. What there is a desire by London to keep European status quo being upset by a revisionist power and some good old self defense for Kiev, which translates into common goal between the two .. for the moment. That moment may feel like an eternity in a heat of passion for those glued to their TV sets, … but in a historical context, measured in decades, is a blip. How many times did London screwed the Turks, only to save them, to screw them again and again, and then save them, as various governments rose and fell in London and as its geopolitical interest in the Near East ebbed and flowed. In current context, the “war party” in London wants to have its pound of flesh. And an impatient, overexcited and insecure Putin, perhaps feeling his own mortality in a historical context, had all but granted it to them that opportunity.