Sweet

There is definitely a lot of overlap with usage and job erosion, conversely there is an overlap between a lack of use and jobs likely quite secure. However some of those jobs that use AI, such as life sciences, sales, engineering, management, I think most those jobs are not going to be replaced anytime soon.

LOL John, this one is too funny, the entitlement from that guy. I've heard bad things about substack in general, which is why I am reluctant to pay, even if the cost isn't so bad. This place is the best. The past year or so I have not found many stocks to my liking, don't think I've bought or sold anything in nearly 18 months now!

Ha, somewhat true. Just want to see if others paid and whether they found it interesting. I know the guy is predominantly a microcap investor, which is not my bag, but still curious enough that I might pay for one month. To be determined...

I’d have asked for a refund right there and then

Maybe Blake is right after all: That comment made me laugh.

Does anyone pay for dirtcheapstocks substack? I’ve never paid for a substack but this guy has me curious I admit. May pay the monthly fee just to have a look, just want to know if it is worth it.

Worth watching: Summary of the claims: the US intelligence services managed to buy a microwave weapon from a Russian criminal network that can cause injuries in animals consistent with those found in individuals with 'Havana Syndrome'. The denial within the CIA have become quieter, and both the Biden and Trump administration, seem to acknowledge that federal agents, politicians, and their families, may have in fact been attacked by a microwave weapon. Those responsible are very likely to be acting on behalf of Russia.

This is an investment board filled with guys that know what they are doing. I don’t mean this to be disrespectful, but what’s the purpose of posting something so obvious?

admitting the mistake, what comes next

Looks that way. I don’t think this war is going to be over quick. Although the capacity of Iran to keep the straights closed might only last a few weeks. Think a release of reserves is likely - even as pointed out - the US reserve is short on the heavy stuff taken off the market. Other countries have significant reserves too.

Debatable if that’s true. The UK still has a lot, some estimates higher than Norway. Why would you explore or produce in the UK though, not only do you get an higher tax rate than other businesses the government will also periodically hit you with an additional levy if they think they are making too much. They have a theoretical maximum taxation rate of 78%.

There seems to be much better incentives and rewards in North American than in Europe. Sigh. Thanks for info

Whats the incentive for a company to do only Visa or Mastercard and not both? I personally only have Visa, because that’s what my bank uses, and I’m sure others only have Mastercard. Never encountered a place that only took Amex.

Oh, I’m doing it wrong then lol. I get 9 or 10.

18 - but that’s only because we used it for school, around the time the internet was coming out, so I think it’s a outlier. The one that most accurate for me is probably 14 - dial up internet.

Exactly, good read.

+1 As an outsider, he seems very competent and the best of the bunch. I also like, being politically conservative myself, is that he doesn’t shy away from fights. With regards to Vance, I like of what he says, but think he’s a dunce on foreign policy.

I’m not sure Trump will get regime change unless there are ground troops which seems unlikely.

Probably an upward bias yes. I’m surprised that the WTI bulls wet dream has caused only a 10% increase in oil prices. I haven’t paid much attention to oil sector this past year or two, but sentiment and supply / demand dynamics musts be very bearish.

The Iranians were reported to be trying to assassinate Trump before his second term.

Well if that’s all the movement no point looking on Monday then.

It’s a global market, if Asia is cut off they bid up prices from other regions. Some grades of crude are also important, particularly the heavy stuff, so even if only a small % is destined for a particular part of the world it’s typically used to blend to get the required fuel ratios. Not saying there will be a spike, I’ve no idea, just that if there is I would expect a coordinated release of reserves.

Putin and Russia are too big, it will be Cuba probably.

Oil may spike higher on opening, bringing with it many totally crap oil companies. I don’t think Trump will tolerate a spike in oil prices, and I’m sure he his allies will coordinate the release of strategic oil reserves should there be one, if history is anything to go by, that will cause oil prices to crash. So if we do get a spike, I’ll be on the hunt for puts. Probably first place I’ll look is puts on XES which is loaded with terrible companies.

I got EBV in my 20s and it was like I got hit by a bus for 8 weeks because I developed mono. I knew of the links the cancer but not lupus and MS. It’s a nasty virus.