Sweet

Why would Iran make such a deal though. Fucking up the midterm is payback for them.

Presumably inflation pricing? Wonder what the Fed will try now Trump has his pick in. Seems like it will be hard to lower the rate.

Risk is that future earnings of companies don’t materialise. Anthropic and ChatGPT count for huge portions of the cloud backlog at Google and MSFT respectively. If for something happens to either ChatGPT or Anthropic I can see a sharp contraction in many AI stocks.

I put Blake’s avatar into one of these apps that age you. This is what I got:

It’s worse I fear. Some of these true believers are in government. They can’t do basic carbon balance sheet accounting. The reductions in carbon in the UK have been dwarfed by increases elsewhere. Heavy industry doesn’t stop, it just goes somewhere else, oil and gas will be extracted, just by other countries. Lol, for years I’ve been the most ‘right wing’ in nearly every conversation I’ve had with friends. It’s funny to watch many of them over time move closer to my political positions. However, I’m not very optimistic. I don’t think the U.K. will mount a turnaround.

+1

The UK government keeps bullshitting the public that there is no oil left in the North Sea, when you can find independent estimates of quite a lot in U.K. waters. We are a joke country.

Whenever Trump is out of office the relationship will likely return to something near normality. Your problem, and that of other Canadians is Trump rather than America per se. Again, don’t see it as a moral problem, just because Putin or Xi plays nice publicly doesn’t mean they or their governments are moral. The selective moralising proves it’s really about anger and hatred of Trump - which is OK.

Don't think that’s a useful perspective. The ordinary person doesn’t influence government policy and they can’t control what others buy, but they can control what they buy. If you are buying / selling based on Trump I get it. However if you aren’t doing the same for Chinese products, or Russian products… well then it’s not really morality. It’s probably anger - which btw I think is fair enough!

I bet they aren’t checking the labels of products for ‘made in China’, an actual authoritarian country. I can understand why they are pissed at Trump but would not go as far to say it’s a moral stance, more anger.

Very interesting. I don’t rate my abilities to understand these special situations, my prompts on a free model have very vanilla.

For me? No, not at all. It has not been a source of creation of investing ideas, and I’ve tried a range of prompts and I just didn’t like any of the ideas it spat at me. It has however been a great source of quickly getting information about companies I like.

Man… you’re actually the GOAT. What the hell! Can’t believe you were in those three.

Ohhhh…. Maybe get a gum shield too lol

Never heard of these before, must get one.

There was a guy in my old gym, who unfortunately passed away with cancer. He was a grumpy on first meeting type of guy, but when you got to know him he was very funny and mellow, quite the opposite from his gruff first impressions. Anyway, he told me the story about getting into mountain biking, and when he told me the cost of the bike my jaw nearly hit the floor. It was comparable to the price of bike you posted, which at the time was multiple times the cost of my car - still is more expensive than the car I drive. My abiding memory of the guy was that he was living in fear that his wife would find out the price of the bike, she had no clue if was worth many thousands, and couldn’t understand why he was so precious of it. I’ve come to realise that bikers have bikes as expensive and very often the true price is secret from the misses.

Thanks. Very interesting. Has anyone posted any thoughts on how this might be resolved / settled?

I know you don’t think you are a good writer, but I’d disagree. Always thoughtful. What’s the story behind this? Do they just walk out the door with that revenue?

Has the purchase of Accession impaired their ability to make future acquisitions? Balance sheets looks an uglier, even if revenue looks better.

Lots of alcohol.

Like I say, I looked it up those figures and it’s not come from any official source. They could quite literally be made up. In any event, I don’t really know why we are talking about threats when the discussion was actual or attempted violence. Regarding the secret service, I don’t know what state they are in. They messed up at Butler sure but they’ve stopped two that we know of.

A lot of this is the news makers themselves. The BBC (my regular) or CNN, and others, both regularly have a ‘live’ section posted top of the page which just reports all the random crap that Trump says or does. If he farted loudly it would be front page.

I don’t know your sources and a brief examination of the 30 threats suggests it’s not reputable. And irrespective of ‘threats’ we are talking about assassination attempts - which is actual violence not imagined or threatened violence. Classic insofar as we are clearly talking about assassination attempts but for some reason it is being broadened out to mean something else loosely defined as ‘threats’. In my lifetime, I can’t only remember assassination attempts against Trump and I count at least three of them.

The unusual amount of assassination attempts against Trump, plainly. And the number of so-called decent people who would be quite happy to see the sitting president killed, despite your insistence that 'no one approves of presidential assassinations' - a statement that's obviously not true.

There is a massive difference between the numbers willing to admit to wanting Trump dead vs Obama. His story about the friends circle was making that points. He never said nobody wanted Obama murder, he’s saying there is a scale issue. And your response sort of proves his point too, about people on the left unwilling to admit the violence problem.