Political Posts

[cubsfan]

32 minutes ago, Sweet said:

Republicans blocking funding unless border issue dealt with.

 

A much more accurate depiction. And totally justified, as well as backed by a large majority of the USA.

[Sweet]

8 hours ago, cubsfan said:

 

A much more accurate depiction. And totally justified, as well as backed by a large majority of the USA.

I was of the same opinion originally, the optics of this looks like Biden cares more about the national security of Ukraine than the US.  

I’ve changed my mind though, the issue in Ukraine is too important.  Republicans should fund Ukraine and then make the border an election winning issue.  

It’s also clear Trump don’t want a deal on the border going into the Nov election.

 

Edited April 9, 2024 by Sweet

[Gamecock-YT]

If the repubs were smart they'd approve the funding but give it all in money to buy drones so the Ukrainians keep going after refineries. alas.....you figure they're so great at finding wedge issues to get their base to the polls that $4.00+ gas would be a slam dunk. Then again it is the repubs we're talking about. Maybe if a ruskie burns a trump bible while giving an abortion to an illegal immigrant. 

Edited April 9, 2024 by Gamecock-YT

[Luke]

So funny seeing Yellen ranting about "excess capacity"

 

https://www.reuters.com/world/yellen-meets-with-chinas-central-bank-chief-presses-case-excess-capacity-2024-04-08/

 

I thought we were in a "free market"? Why don't they just remove the tariffs and US consumers buy it all....;-)? 

[Luke]

"you cant produce more because consumers are not allowed good prices and business cant have too much competition because the wealthy will loose money of which they have too little and consumers have to much goods and excess wealth" 

Edited April 9, 2024 by Luca

[cubsfan]

5 hours ago, Sweet said:

 Republicans should fund Ukraine and then make the border an election winning issue.  

It’s also clear Trump don’t want a deal on the border going into the Nov election.

 

 

Respectfully, I think you need to dig a little deeper into this issue. Republicans wanted a REAL deal to seal the border - not a PHONY deal like the one on the table. This past "deal" still destroys the border, allowing 5000+ immigrants per day to enter, instead of customary 10,000+ per day. That deal was a smoke screen that accomplished nothing. But beautifully, the phony "bi-partisan security bill" failed and now Republicans are to blame.

 

So, yeah, it will be used as a huge issue in November - since it's the number one issue in the country right now.

 

The open southern border will ruin America for generations to come - so like Biden's foreign policy, which is also in total ruins - both will have to be settled in the coming election.

Edited April 9, 2024 by cubsfan

[Sweet]

18 minutes ago, cubsfan said:

 

Respectfully, I think you need to dig a little deeper into this issue. Republicans wanted a REAL deal to seal the border - not a PHONY deal like the one on the table. This past "deal" still destroys the border, allowing 5000+ immigrants per day to enter, instead of customary 10,000+ per day. That deal was a smoke screen that accomplished nothing. But beautifully, the phony "bi-partisan security bill" failed and now Republicans are to blame.

 

So, yeah, it will be used as a huge issue in November - since it's the number one issue in the country right now.

 

The open southern border will ruin America for generations to come - so like Biden's foreign policy, which is also in total ruins - both will have to be settled in the coming election.

I know cubs, I read parts of the deal and the criticism of it, and I agree it’s BS.  
 

What I’m saying is that even if the perfect deal was on the table there is no incentive for Republicans to take it before the Nov election.

 

[cubsfan]

^^^^ Then you understand the tradeoff - although you might not agree. Americans want a sealed border - period - and in exchange - Ukraine gets more assistance. Perfectly reasonable and settled with political tradeoffs as any democracy would. Both sides win. This past proposal was never a serious attempt to seal the border.

 

It turns out Americans don't like being lab rats for the Left's open border experiment. Now that they accomplished their goal of 10M+ new residents - the citizens have had enough of the destruction.

[hillfronter83]

how often do we see billion$ market cap wiped out in 10 minutes?

 

https://finance.yahoo.com/quote/1252.HK?.tsrc=fin-srch

[backtothebeach]

20 minutes ago, hillfronter83 said:

how often do we see billion$ market cap wiped out in 10 minutes?

 

https://finance.yahoo.com/quote/1252.HK?.tsrc=fin-srch

 

What happened?

[Sweet]

47 minutes ago, cubsfan said:

^^^^ Then you understand the tradeoff - although you might not agree. Americans want a sealed border - period - and in exchange - Ukraine gets more assistance. Perfectly reasonable and settled with political tradeoffs as any democracy would. Both sides win. This past proposal was never a serious attempt to seal the border.

 

It turns out Americans don't like being lab rats for the Left's open border experiment. Now that they accomplished their goal of 10M+ new residents - the citizens have had enough of the destruction.

I think you misunderstand what I’m saying.

 

I’m saying it’s not in Trump / Republicans  interest to have a deal on the border before the election because it would hurt their election chances.

 

I disagree that the funding for Ukraine has to be connected to the border.

[hillfronter83]

19 minutes ago, backtothebeach said:

 

What happened?

No idea. Can't find any news or disclosure. Someone dumped 280m shares (about 1000 times average daily volume or 10% of shares outstanding) in about 10 minutes yesterday before closing bell.

[cubsfan]

^^ No I get it. The issue helps with the election for sure. But most Americans have wanted a serious deal long ago , but it’s seriously come to a head in the last year - even with Democratic big city mayors. 
 

What you’re seeing now is the only issue the Democrats can run on “It’s your fault “

 

Ridiculous, but oh so predictable.

[cubsfan]

The Ukraine saga has had huge backing from America at large, meaning the citizens. But the line has been drawn at sending US troops, as well as protecting another nation’s border while we ignore our own.
 

Personally, I agree with this position.

[John Hjorth]

I stumbled on this post [in Danish] from the Danish LinkedIn member Poul Skadhede on this very day today :

 

 

It translates to English like this :

 

 

I think it says a lot about the local sentiment here in Denmark by now. April 9^th is the date in 1940 where Germany occupied Denmark as an integrated part of Germanys occupation of Norway.

 

- - - o 0 o - - -

 

Mr. Skadhede is a consultant by profession and serves as professional board member. He is also as the largest shareholder involved in a group delivering consultancy and naval design services to shipyards and shipowners and -operators, including navies. [Originally formed as a spin off of the design department from now closed Odense Steel Shipyard A/S, formerly owned by A.P. Moeller A/S.]

 

That group, called Odense Maritime Technology A/S, was responible for the design of the AOPS Actic Patrol Ships [ Harry DeWolf class offshore patrol vessel ] built at Halifax Shipyard, Halifax, ,Nova Scotia to the Royal Canadian Navy.

 

So Mr. Skadhede is personally biased. But I personally think his views have merit.

Edited April 9, 2024 by John Hjorth

[Intelligent_Investor]

3 hours ago, hillfronter83 said:

how often do we see billion$ market cap wiped out in 10 minutes?

 

https://finance.yahoo.com/quote/1252.HK?.tsrc=fin-srch

I'd assume quite frequently...big tech can move tens of billions in market cap in a single tick

[Dinar]

I personally think that Ukraine should do the following:

 

a) Raise cash via asset sales, both companies and real estate.  I would buy an apartment in the heart of Kiev tomorrow if the price was right and it was available for sale. 

b) Raise cash via selling bonds to foreigners.  There is a large Ukrainian diaspora that would buy bonds to support Ukraine, and I would buy it as well (most relatives/ancestors from Ukraine).  Best case scenario - I get repaid, worst case scenario - I helped Ukraine in its hour of need and would get a tax write-off if the bond is defaulted on.

c) Use the raised cash to recruit mercenaries & buy arms, and then having credibility negotiate peace.

[formthirteen]

How can I invest in China?

[Luke]

31 minutes ago, formthirteen said:

How can I invest in China?

https://letmegooglethat.com/?q=How+to+invest+into+chinese+stocks%3F+

[Malmqky]

3 hours ago, formthirteen said:

How can I invest in China?

Though the NYSE if listed there, through Hong Kong, or OTC.

 

If you mean directly and not via ADR…I don’t think you can.

Edited April 9, 2024 by Malmqky

[Spekulatius]

7 hours ago, hillfronter83 said:

No idea. Can't find any news or disclosure. Someone dumped 280m shares (about 1000 times average daily volume or 10% of shares outstanding) in about 10 minutes yesterday before closing bell.

The infamous HK dump. This happened a few time with Hk stonks which often have issues that the public later learns about.

[formthirteen]

7 hours ago, Malmqky said:

I don’t think you can.

 

Thanks. That was the answer I was looking for. I don't think you can invest in China. My data seems to verify this:

 

 

[Luke]

3 hours ago, formthirteen said:

 

Thanks. That was the answer I was looking for. I don't think you can invest in China. My data seems to verify this:

 

 

 

So let me get this straight. As a Value Investor, you are looking at the fundamentals (which are good and growing) but then see that the share price has not grown with the fundamentals (dislocation of valuation) and then proceed to not buy it because there can not be dislocation in order for you to buy?

 

In fact, quite the opposite of what a value investor would do. 

[Luke]

Just look at Alibaba/Tencent. Huge buyback programs and 3x the buyback size of MAG 7 while shareprice flat for 10 years. I think its pretty obvious which stock will perform better from here...

[Parsad]

https://finance.yahoo.com/news/chinese-cement-maker-halts-trading-041141586.html

 

Domino effect of a real estate downturn. 

 

How many other Chinese companies are vulnerable?

 

Cheers!