Political Posts

[Gregmal]

Yawn. Same people whom always whine about same things whining about same things. 

[dwy000]

6 minutes ago, Gregmal said:

Yawn. Same people whom always whine about same things whining about same things. 

It's whining to try and get the father of your child to respond to medical emergencies?  Is that really what we've become?

[Grenville]

yep

[Aurelius]

Musk is absolutely losing it I'm afraid. His brand is taking a terrible hit at the moment. Will be interesting to see how tesla sales hold up. 

He is making lots of enemies. Would not be surprised if he gets whacked. 

 

@Gregmal it's okay to be a republican while at the same time calling out shitty behaviour. Team politics is stupid.

[Gregmal]

lol sure. Some twitter allegations from a bitter ex, and just like that, hook, line, sinker….

[james22]

Anklebiters gonna ankle bite.

[John Hjorth]

Here is what I phrased earlier today in this topic, unsubmitted, and as a draft :

 

 

By now, I regret what I posted in this topic, about 17 hours ago.

 

- - - o 0 o - - -

 

We need to get along here on CofB&F.

[Milu]

Seems like twitter is almost back to being valued at it's original $44b purchase price, obviously he overpaid a lot at the time, but will be fun to see the heads explode when it gets to $100b. The man just continues to win no matter what people think of his personality or politics. Sure he is putting some people off and probably losing some customers for Tesla, but on the flip side he's probably attracting another group of people who traditionally wouldn't have bought Teslas. 

[Gregmal]

Idk there’s two people I’m aware of, whom have this magic power to make some folks just go absolutely mental at the first whiff of a mouse fart sized piece of potentially negative press. I’ve never really seen this sort of stuff in my life, with the exception of those two people. Pure hysteria. 
 

Then we step back from the derangement and it’s like “oh his ex has something negative to say, a history of being attention seeking, and also a history of bad mouthing him”…and folks act like their shit wouldn’t stink too. Or that there couldn’t be more at play here than one quick Twitter snippet. 

[73 Reds]

16 minutes ago, Milu said:

Seems like twitter is almost back to being valued at it's original $44b purchase price, obviously he overpaid a lot at the time, but will be fun to see the heads explode when it gets to $100b. The man just continues to win no matter what people think of his personality or politics. Sure he is putting some people off and probably losing some customers for Tesla, but on the flip side he's probably attracting another group of people who traditionally wouldn't have bought Teslas. 

+1  

[Milu]

7 minutes ago, Gregmal said:

Idk there’s two people I’m aware of, whom have this magic power to make some folks just go absolutely mental at the first whiff of a mouse fart sized piece of potentially negative press. I’ve never really seen this sort of stuff in my life, with the exception of those two people. Pure hysteria. 
 

Then we step back from the derangement and it’s like “oh his ex has something negative to say, a history of being attention seeking, and also a history of bad mouthing him”…and folks act like their shit wouldn’t stink too. Or that there couldn’t be more at play here than one quick Twitter snippet. 

Yes it's a bit strange alright, I don't recall much discussion or judgement about the personal lives of all the other CEO's discussed on this Investment forum. I'm sure Buffett, Munger, Bezos, etc all have various stories or rumours about them but I don't see how that warrants any discussion or relevance to the merits of their companies as potential stock investments.

[John Hjorth]

27 minutes ago, Gregmal said:

Idk there’s two people I’m aware of, whom have this magic power to make some folks just go absolutely mental at the first whiff of a mouse fart sized piece of potentially negative press. I’ve never really seen this sort of stuff in my life, with the exception of those two people. Pure hysteria. 
 

Then we step back from the derangement and it’s like “oh his ex has something negative to say, a history of being attention seeking, and also a history of bad mouthing him”…and folks act like their shit wouldn’t stink too. Or that there couldn’t be more at play here than one quick Twitter snippet. 

 

 

All *BS*, basically.

 

By which principles do you raise your own three kiddoes? Are your kiddoes allowed by you to telling you lies, and all is just good?

[Gregmal]

17 minutes ago, John Hjorth said:

 

 

All *BS*, basically.

 

By which principles do you raise your own three kiddoes? Are your kiddoes allowed by you to telling you lies, and all is just good?

Think for yourself. Investigate people’s incentives. Don’t underestimate their emotions. 
 

Rest of it is easy. Maybe I could add in one more, don’t get all personally invested in the tabloid mill…

[John Hjorth]

Car salesman insults in public about every potential non-US customer, callling the customers 'stupid'. Naturally, this is  going to work out great.

 

- - - o 0 o - - -

 

I assure you : Not!

[Milu]

25 minutes ago, John Hjorth said:

Car salesman insults in public about every potential non-US customer, callling the customers 'stupid'. Naturally, this is  going to work out great.

 

- - - o 0 o - - -

 

I assure you : Not!

Thankfully we have a very easy way to check how it will work out as tesla report deliveries every month. I think the current forecast is for 2m vehicle deliveries in 2025 so let's check back at end of year to see how well or badly things worked out.

[changegonnacome]

Shades, gold chain, black trench coat, glassy bloodshot ketamine eyes, baby mama can't get in touch with him for days - speaking at the CONSERVATIVE! Political Action Conference.

 

Very conservative indeed- this might be one of the finest political comedies ever written....if it weren't reality.

 

All I'll say is I can't wait for the documentaries on all this & god bless whoever has to tidy up the mess being created right now.

 

[73 Reds]

3 minutes ago, changegonnacome said:

Shades, gold chain, black trench coat, glassy bloodshot ketamine eyes, baby mama can't get in touch with him for days - speaking at the CONSERVATIVE! Political Action Conference.

 

Very conservative indeed- this might be one of the finest political comedies ever written....if it weren't reality.

 

All I'll say is I can't wait for the documentaries on all this & god bless whoever has to tidy up the mess being created right now.

 

"The mess"?  What would you call $36 trillion (and rising) of debt?  And how would you propose to clean it up?  I'm pretty open-minded and haven't heard anything close to plausible from critics.

[cubsfan]

5 minutes ago, changegonnacome said:

Shades, gold chain, black trench coat, glassy bloodshot ketamine eyes, baby mama can't get in touch with him for days - speaking at the CONSERVATIVE! Political Action Conference.

 

Very conservative indeed- this might be one of the finest political comedies ever written....if it weren't reality.

 

All I'll say is I can't wait for the documentaries on all this & god bless whoever has to tidy up the mess being created right now.

 

 

Pretty funny actually that no one gives the man credit for the ungodly corruption, payoffs, and waste he is uncovering. That is what will be EPIC.

 

America loves what he is doing - and the losers on the left will do ANYTHING to stop him.

 

Good luck with that.

[Grenville]

Again no need to call folks names or assume everyone loves what he's doing. You love it, great, say it proudly but generalizing doesn't get us anywhere...let's stick to verifiable facts....

 

The mother of his child is on twitter complaining....if the motivation isn't genuine than fine, but it doesn't take away from her voicing the issue...

[cubsfan]

It's a simple point really. When no one is listening - then they have to resort to smears.

It's all they have anymore - since they have nothing of substance.

 

What the man is doing for the America is amazing and appreciated. Something government has promised for decades - but have never done - cut waste and corruption.

 

 

[Grenville]

Sounds good. Your perspective which no one can argue with. 

[Gamecock-YT]

8 hours ago, 73 Reds said:

"The mess"?  What would you call $36 trillion (and rising) of debt?  And how would you propose to clean it up?  I'm pretty open-minded and haven't heard anything close to plausible from critics.

 

Massive tax cut for the wealthy and businesses. Kick the can down the road until it is someone else's problem. 

[John Hjorth]

On 2/21/2025 at 2:32 AM, Spekulatius said:

This is in German but if you understand the language the it’s worthwhile. It from the CEO of Rheinmetal and pretty impressive. Had clearly says they can build a lot of Lynx vehicles , air defense system that make short work of drones etc. They have capacity to produce 1M rounds of artillery ammo and are building factory in the Ukraine in JV’s. They have a blanket order to build 100 Lynx for Italy and build 150/ year but that’s because the order is structured that way and they could easily build twice as much. 

I think Germany has better means to quickly ramp up weapons manufacturing on an industrial scale than the US quite frankly. There is an amazing about of resources available.

 

I know for example Thales a bit and they have deeper internalized manufacturing integration than US aerospace cos like Boeing and other defense primes. It can be a bit of a hindrance to some extend and does not comply with the asset light operating model of the US primes but it does allow them to remap better and make them more resilient in term of supply chains.

 

There is a tremendous amount of technical , industrial and financial resources that Europe can draw from but it takes a common vision and political will to do so.

 

FWIW, Rheinmetal stock  is close to a 20x bagger from the COVID-19 lows.

 

 

It's actually a very good point about the situation for Germany by now, @Spekulatius, 

 

In every challenging situation is also the basis and foundation of a new opportunity, if one looks sufficiently around. It's time for some tailwind for Germany on the bicycle path, in stead of headwinds, that appear without end.

 

There wil be a lot to do, all while European defense budgets are swelling and going beserk.

[Xerxes]

From CSIS:

 

something that has not been mentioned here in this thread is Putin’ advance age and desire to shape his legacy. Given his advance age, contrary to popular believe that the Russia will come again for round 3 w/ Ukraine after any ceasefire, may not be totally correct. 
 

Meaning that his scope of ambitions for round 2 maybe much higher than “hit pause and re-arm” school of thought. 
 

https://podcasts.apple.com/ca/podcast/russian-roulette/id1112258664?i=1000694809666

 

 

https://podcasts.apple.com/ca/podcast/russian-roulette/id1112258664?i=1000694520512

 

 

[Libs]

11 hours ago, Gamecock-YT said:

 

Massive tax cut for the wealthy and businesses. Kick the can down the road until it is someone else's problem. 

 

For those of us paying over 40% on every marginal dollar we make (over 50% when you include CA taxes), let us know when it's enough.

 

The deficit is not because the rich don't pay enough.