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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
Anent the fantasy of US "reindustrialization," Krugman today:
The economy changes over time, and so do the industries in which people work. A century and a half ago, despite rising industry, America was still largely a nation of farmers; today hard…
Howdy folks,
The military could have one the war, but the politicians didn't have the balls.
Alas and alack,
And so it goes,
Rono S/Sgt, CoA 1stReconBn 1stMarDiv Mar68-Nov69
Nope
History is clear
Also, by now, about the massive lying
…
Several people have pointed out, whether they are conservative or liberal 2A types, Just wait until they bust into a household where there are one or two AR15s
>> a large plurality voted him into office
huh ?
His vote count did not quite get him to a majority of the total votes cast. He came in just a hair under 50%.
Your 'hair' was 1.142M voters. The number needed plus one to reach majority. Abo…
Made a few hundred bucks dip-buying and today selling TCAF and JQUA. Foolish in hindsight, and hardly worth it. Everything in 4.2% MM now except for modest positions in long-underwater BSV and CCOR.
krug on 'sudden stop' of foreign capital
https://paulkrugman.substack.com/p/stop-in-the-name-of-trump?img=https://substack-post-media.s3.amazonaws.com/public/images/116f69f1-d6cb-497a-94a6-08a22e02145f_2210x928.png&open=false
At David. I have lots of respect for Romick and I hold lots of Cash too. . I don’t need to pay 1% to hold my cash.
To repeat myself, either you trust a manager or you don’t trust a manager. Let him do his thing and leave him alone, or get out. W…
Romick is a smart manager but I find his fund too expensive for holding 26% cash.
Standing complaint for decades
Absolutely best to stay the hell away if you don’t trust the manager’s judgment
loose canons are everywhere these days
deluge of deliberate misinformation and stupidity, quite astounding, and consequential
https://open.substack.com/pub/paulkrugman/p/repost-the-fraudulence-of-waste-fraud?r=tcpky&utm_campaign=post&utm…
y’all need to keep up, watch Maddow, follow McMahon, jeez
// Yes, Education Secretary Linda McMahon said 'A1' in response about AI
The education secretary was answering a question about technology in schools.
this is smart, also blistering
elaborates on the NYT quote above
https://open.substack.com/pub/paulkrugman/p/will-careless-stupidity-kill-the?r=tcpky&utm_campaign=post&utm_medium=email
Hope this is accessible
https://substack.com/redirect/225b94ad-8f1c-421a-aab4-54dca4c09a57?j=eyJ1IjoidGNwa3kifQ.KBS0zuPUTKATtGWmThTTdfdmRWQ_eOWpD6buahk90Wg
“They say the thing that he did wrong was he was one of the first people that supported a gentleman named Donald Trump for president. He supported Trump. He liked Trump. I didn’t know him, but he liked him.”
I can’t help but ask, “what if?” What could trump/musk do if the government DID shutdown that they couldn’t while it’s open? Better or worse than what the CR has wrought?
Not for nothing, but maybe Schumer got it right in a no-win situation.
What…
