Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
@PopTart, @The Shadow, @Baseball Fan, @Sven-
Thanks to all for your interest in this, and taking the time to keep me in the loop. The CNBC article is really a very thorough overview of ASML. I first heard about ASML about a year ago in a similar ar…
@WABAC said-
"We never borrowed money for anything but the house. And never took out anything but enough equity for a new roof. Simple stuff. But not easy."
Yes sir... exactly the same on this end. If we wanted something, we waited until we had save…
I fearlessly predict that the markets will make a major move sometime. Subscribe to my financial advice bulletin to find out exactly what and when!
Be an insider! You wont regret it!
Well, from here it seems to me that these various smaller political entities are making rational decisions based upon their needs and resources. True, there are some political shots being taken along the way, but that's pretty normal and unexception…
Here's an interesting and perhaps unprecedented factor that's helping to drive inflation- huge increases in warehousing costs.
"In a matter of a year, warehousing rents in some markets have doubled. Brand-new buildings that would normally sit vacan…
Once again FD can't resist telling us how great he is and how he never has lost a dime regardless of the market situation. Perhaps he feels a need to remind us of his prowess from time to time, in case we may have forgotten his amazing record.
From my experiences with the office staff in doctor's offices I wouldn't be at all surprised if the doctor actually had no knowledge of the various machinations regarding his compensation. Sometimes the communication between doctors and their office…
@BenWP- Yes sir, that's what I'm thinking also. I'm not worried about the current swings. If it should happen to drop below my $700/710 entry point I'll just buy a bit more.
@TheShadow- Yes, I also caught that article. That's the main thing that I like re ASML- a very wide moat, plus increasing demand for high-end photolithography equipment. Because of the very high current valuation of ASML I'm thinking that there may …
@rono- Well, for sure I'm in their corner, but it's gonna be pretty rough. The odds are that Deere is having the same sorts of supply problems as almost every other manufacturer, so the company might actually feel that a production halt at this time…
They may be discontinuing public use of the technology until the heat lowers a bit but does anyone actually believe that their accumulated data will be destroyed? Sure.
The last time I saw a pic like Powell staring into something was Gandalf looking into one of the seven palantir to try to discern the immediate future...
"But “chips” have fallen in price."
Yeah, except that nobody can get any.
That reminds me of a place that I once worked (wasting a good portion of my life):
Customer: How much is that part?
Clerk: (Quotes price)
Customer: That's outrageous! Your …
@hank- as I was saying... [The] "core" doesn't include food, housing, or transportation because they are "volatile", but then, who really needs those anyway?
If we leave out the expensive stuff then everything looks just fine...
"The dollar could depreciate sharply thereby making those “nominal” paper gains worth less in real purchasing power."
That's already happening... it's called "inflation", which our leaders would have you believe doesn't exist in the "core", whateve…
The following excerpts are from a current column by Paul Krugman, in The New York Times: "Is China in Big Trouble?"
(That link will only work for NYT subscribers.)
China’s economic growth has been gradually slowing. Here’s a five-year moving averag…
With respect to the general "Green" topic, I've just posted an interesting WSJ article on climate warming in the "Off Topic" section:
Link: An Unusually Honest Evaluation of Climate Change
For non-subscribers, it's a free read.
