aws Posted March 29 Posted March 29 It's pretty frustrating that we seemed to have learned very little from the war in Ukraine and just leave hundreds of millions of dollars of planes sitting out in the open on the tarmac for satellites to see. $20k drones taking out $50 million planes. Maybe Trump shouldn't have blown off Zelensky's offer of assistance.
Viking Posted March 29 Posted March 29 1 hour ago, cubsfan said: Israelis hit the leader of the Iranian Parliament Ghalibaf tonight. Death is unconfirmed as of yet, but also took out a couple more generals. This is what winning looks like in Iran. The Art of the Deal?
cubsfan Posted March 29 Posted March 29 1 minute ago, Viking said: The Art of the Deal? Why in the world would you let up? You are negotiating with someone you can not trust. You are negotiating with someone who only reacts to strength and pressure. What would you do @Viking - send them billions like Obama/Kerry did?? War is the final straw when all the talking and negotiations have failed for 50 years, and it's ugly.
cwericb Posted March 29 Posted March 29 39 minutes ago, cubsfan said: Why in the world would you let up? You are negotiating with someone you can not trust. You are negotiating with someone who only reacts to strength and pressure. What would you do @Viking - send them billions like Obama/Kerry did?? War is the final straw when all the talking and negotiations have failed for 50 years, and it's ugly. "You are negotiating with someone you can not trust " Well surely that is pretty well common knowledge by now, so one would assume that even the Iranians would know that.
John Hjorth Posted March 29 Posted March 29 Local 12 [March 28th 2026] : President Donald Trump refers to Strait of Hormuz as “Strait of Trump” during speech - - - o 0 o - - - -If I was Iranian, I would be reeaally p**sed experiencing that! -As I have been with his Greenland thingy! -Just saying!
dealraker Posted March 29 Posted March 29 (edited) 1 hour ago, John Hjorth said: Local 12 [March 28th 2026] : President Donald Trump refers to Strait of Hormuz as “Strait of Trump” during speech - - - o 0 o - - - -If I was Iranian, I would be reeaally p**sed experiencing that! -As I have been with his Greenland thingy! -Just saying! My view, always global right brained in a world where left brain details are hotly debated, is that 'to the degree' Trump continues to bomb Iran (and thus to the degree Cubs posts up these happenings here) is a statement as to how weak the Donnie is as to getting out of this situation claiming victory. As I say, the Don throughout his life boldly injects his will and gets his way on projects, and he always gains absolute control. These bold "only Trump can do it" projects don't work out well and then the most predictable part ensues. Trump hits the exit/panic tab and miraculously figures out a way to survive. Others scramble to gather what's left, the messed-up stuff. The media then blasts out the failure story and many think this is the end of Trump's world as he wants it. That turns out to be completely wrong, Trump actually gained status yet again as he's created a vacuum all around him, there's nothing/nobody available to grab on to in order to escape. Then? Down the road to the next Trump escapade we go. Everyone should simply realize and accept that Trump gains through failures because he's made himself the only thing that matters. As I say, it is only important where Trump takes us from here. What he 'did' or the consequences anybody is dealing with because of his endeavors is completely irrelevant. We are off to a new project. Y'all live in Trump-land with me. Enjoy the ride. Edited March 29 by dealraker
Spekulatius Posted March 29 Posted March 29 (edited) 16 hours ago, Marco Van Basten said: Spek, the bombing of the Marine barracks in Lebanon and the deaths of Americans in Iraq don't count? Aside from that, I don't know about you, but the nuclear bomb in the hands of the current Iranian regime would be enough for me. Agreed on the nuclear bomb. Whether the current path taken really prevents this is another question. In a way the regime is incentivized to finish the job more than ever. The range of outcomes in this war is wide. Militarily, the war has gone well and seems relatively easy (unless we go with boots on the ground) politically not so much. Edited March 29 by Spekulatius
Spekulatius Posted March 29 Posted March 29 5 hours ago, dealraker said: My view, always global right brained in a world where left brain details are hotly debated, is that 'to the degree' Trump continues to bomb Iran (and thus to the degree Cubs posts up these happenings here) is a statement as to how weak the Donnie is as to getting out of this situation claiming victory. As I say, the Don throughout his life boldly injects his will and gets his way on projects, and he always gains absolute control. These bold "only Trump can do it" projects don't work out well and then the most predictable part ensues. Trump hits the exit/panic tab and miraculously figures out a way to survive. Others scramble to gather what's left, the messed-up stuff. The media then blasts out the failure story and many think this is the end of Trump's world as he wants it. That turns out to be completely wrong, Trump actually gained status yet again as he's created a vacuum all around him, there's nothing/nobody available to grab on to in order to escape. Then? Down the road to the next Trump escapade we go. Everyone should simply realize and accept that Trump gains through failures because he's made himself the only thing that matters. As I say, it is only important where Trump takes us from here. What he 'did' or the consequences anybody is dealing with because of his endeavors is completely irrelevant. We are off to a new project. Y'all live in Trump-land with me. Enjoy the ride. Straight of Trump means he wants to control it. In order to control it, a constant presence is required Maybe he charges a fee too for passage, just like the Iranians are trying to do. The issue with a large presence in lot of places means attack vectors from everywhere for the US forces policing these things we are trying to protect. This means a huge military complex. What we will next in the way of the Trump crusade - Cuba was dropped as a target. Cuba has no oil though and little of value, but cigars. Squishing Russia would be a worthwhile project (imo) but Trump likes Putin too much. Not necessarily because of what Putin is doing but how he is doing it and acting with impunity.
ourkid8 Posted March 29 Posted March 29 (edited) None of you guys are talking about the pounding Israel is incurring. This is called unity of fronts (Yemen, lebanon and Iran). There is a total media blackout in Israel because the situation is really bad with significant jail time if anything is released. (Just last night their petrochemicals / steel plant was destroyed because of the attack Israel did on Iran - tit for tat). This war is self destruction for both countries (including GCC who were also pulled in) but as Iran is defending themselves, they are willing to go to the end with millions volunteering to join the fight - are Israeli’s and GCC countries willing to go to the end? Edited March 29 by ourkid8
Castanza Posted March 29 Posted March 29 24 minutes ago, Spekulatius said: Agreed on the nuclear bomb. Whether the current path taken really prevents this is another question. In a way the regime is incentivized to finish the job more than ever. The range of outcomes in this war is wide. Militarily, the war has gone well and seems relatively easy (unless we go with boots on the ground) politically not so much. I’m curious how they plan to extract the enriched uranium. Apparently those containers are 400kg minimum and highly pressurized. I mean I guess CAG captured the Venezuela president without incident but this seems like an additional logistic nightmare with a lot more containment issues to worry about. Something tells me we are about to see some American fatalities and massive political backlash. Hope I’m wrong.
Parsad Posted March 29 Posted March 29 35 minutes ago, Spekulatius said: Straight of Trump means he wants to control it. In order to control it, a constant presence is required Maybe he charges a fee too for passage, just like the Iranians are trying to do. Oh, he's looking to monetize everything he touches. That's his thing! Iran charging $2M a ship has him thinking with current oil prices, I could charge $5M...not let's get this under control for the rest of the world. If it helps the rest of the world...great! He'll get another award or medal. Cheers!
Parsad Posted March 29 Posted March 29 Looks like it is all coming to a head now...the next week should be quite illuminating one way or another. Do we see a ground invasion? Last minute talks and de-escalation? Peace talks to avoid further bloodshed and economic turmoil? Humanity and their stupidity never get boring, does it?! Aliens should just blow us up! Cheers! https://www.cnn.com/2026/03/29/world/live-news/iran-war-us-israel-trump
Castanza Posted March 29 Posted March 29 2 minutes ago, Parsad said: Looks like it is all coming to a head now...the next week should be quite illuminating one way or another. Do we see a ground invasion? Last minute talks and de-escalation? Peace talks to avoid further bloodshed and economic turmoil? Humanity and their stupidity never get boring, does it?! Aliens should just blow us up! Cheers! https://www.cnn.com/2026/03/29/world/live-news/iran-war-us-israel-trump U.S. Military and budget: "I feel thin, sort of stretched, like butter scraped over too much bread"
John Hjorth Posted March 29 Posted March 29 1 hour ago, ourkid8 said: None of you guys are talking about the pounding Israel is incurring. This is called unity of fronts (Yemen, lebanon and Iran). There is a total media blackout in Israel because the situation is really bad with significant jail time if anything is released. (Just last night their petrochemicals / steel plant was destroyed because of the attack Israel did on Iran - tit for tat). This war is self destruction for both countries (including GCC who were also pulled in) but as Iran is defending themselves, they are willing to go to the end with millions volunteering to join the fight - are Israeli’s and GCC countries willing to go to the end? Thank you for sharing, @ourkid8, Friggin' crazy stuff, not covered at all by the Western MSM, as far as I see.
Gregmal Posted March 29 Posted March 29 22 minutes ago, John Hjorth said: Thank you for sharing, @ourkid8, Friggin' crazy stuff, not covered at all by the Western MSM, as far as I see. Indeed. Ask yourself, if you’ve ever seen a positive story about anything Iran, Russia, China etc in MSM? If so, then determine the bias ratio, ie how many pro stories vs neg ones. This is one area I’ve just never had confidence in ever knowing the truth…you see leaks about how msm outlets openly debate and then decide to can positive stories about the friggin President of the United States, because it doesn’t serve their agenda…then you ponder, if it’s that bad with something like that, will our “foreign enemies” ever be accurately depicted? In a way, it’s a disgraceful disservice to the American people and further proof the press are the enemy of the people.
John Hjorth Posted March 29 Posted March 29 21:50 PM Sunday here. The end of a sad week, CofB&F dimension. Two temporary, but quite long bans, because of f**king Politics. Two good persons, longstanding CofB&F contributors. F**k Politics! May it never happen again!
ourkid8 Posted March 29 Posted March 29 (edited) 20 minutes ago, Gregmal said: Indeed. Ask yourself, if you’ve ever seen a positive story about anything Iran, Russia, China etc in MSM? If so, then determine the bias ratio, ie how many pro stories vs neg ones. This is one area I’ve just never had confidence in ever knowing the truth…you see leaks about how msm outlets openly debate and then decide to can positive stories about the friggin President of the United States, because it doesn’t serve their agenda…then you ponder, if it’s that bad with something like that, will our “foreign enemies” ever be accurately depicted? In a way, it’s a disgraceful disservice to the American people and further proof the press are the enemy of the people. Exactly, why do you think I am trying to share the other perspective? As value investors, I really expect better of this group to see past the noise yet all I see is Israeli/US propaganda. (both governments we should be questioning based on their past/current actions) Edited March 29 by ourkid8
backtothebeach Posted March 29 Posted March 29 (edited) 3 hours ago, ourkid8 said: There is a total media blackout in Israel because the situation is really bad with significant jail time if anything is released. I guess the people at Jerusalem Post and The Times of Israel are all going to jail then. Folks, don't fall for this BS. Edited March 29 by backtothebeach
dealraker Posted March 29 Posted March 29 1 hour ago, John Hjorth said: 21:50 PM Sunday here. The end of a sad week, CofB&F dimension. Two temporary, but quite long bans, because of f**king Politics. Two good persons, longstanding CofB&F contributors. F**k Politics! May it never happen again! Honestly I wouldn't take it that seriously John. They'll be back, neither the slightest bit wounded from their vacation.
Spekulatius Posted March 29 Posted March 29 (edited) Who is worse - Trump rambling about pens in a cabinet meeting no less, or the idiots laughing about his jokes? If your dad rambles like this (and repeats the same story 3 times) it’s time to take the car keys away and get his financial affairs in order. Edited March 29 by Spekulatius
John Hjorth Posted March 29 Posted March 29 3 minutes ago, dealraker said: Honestly I wouldn't take it that seriously John. They'll be back, neither the slightest bit wounded from their vacation. Charlie [ @dealraker ], Otherwise, we have Jeffs [ @DooDiligences ] hurt feelings report template to activate. OK, I'm also seriously considering a POW exchange proposal to Sanjeev [ @Parsad ] : Take me for a four weeks period in stead, and please release these two gents in exchange after two weeks! - I'm personally sure it'll do me good! <John, the self-sacrifying , opportinistical war hero, maybe soon playing victim>
Spekulatius Posted March 29 Posted March 29 3 hours ago, Castanza said: I’m curious how they plan to extract the enriched uranium. Apparently those containers are 400kg minimum and highly pressurized. I mean I guess CAG captured the Venezuela president without incident but this seems like an additional logistic nightmare with a lot more containment issues to worry about. Something tells me we are about to see some American fatalities and massive political backlash. Hope I’m wrong. I think the plan is to get the Iran to hand over this material as part of a deal.
Spekulatius Posted March 29 Posted March 29 26 minutes ago, dealraker said: Honestly I wouldn't take it that seriously John. They'll be back, neither the slightest bit wounded from their vacation. 8 minutes ago, John Hjorth said: Charlie [ @dealraker ], Otherwise, we have Jeffs [ @DooDiligences ] hurt feelings report template to activate. OK, I'm also seriously considering a POW exchange proposal to Sanjeev [ @Parsad ] : Take me for a four weeks period in stead, and please release these two gents in exchange after two weeks! - I'm personally sure it'll do me good! <John, the self-sacrifying , opportinistical war hero, maybe soon playing victim> COBF Politics Derangement syndrome. It can afflict the best of us.
Spekulatius Posted March 29 Posted March 29 On 3/28/2026 at 4:30 PM, Parsad said: You aren't going to see that peak 140M out. That red line will be far lower unless there is a dramatic change in Fed policy since their goal is to maintain a 2-2.5% inflation target. That didn't exist in the 1970's. Matching charts is more akin to reading tea leaves than anything else. Remember, even Fairfax was matching charts on what would happen after 2009...they were wrong because of government intervention and we had a booming stock market for a decade. Theoretically, Fairfax would have been correct without any intervention...but guess what? Cheers! Finding matching charts when you can move timescales and starting points around is very dump and a stupid fallacy.
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