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Thrugelmir
Posted: 05 March 2025 23:37:04(UTC)
#20

Joined: 01/06/2012(UTC)
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ben ski;336635 wrote:
I'm neither right nor left, but I thought Trump's state of the union address yesterday was superb.




The guy is utterly clueless. Even his advisors have no idea what's coming out of his mouth next. Just 24 hours later. Has had to back track on import tariffs related to the motor industry. Graciously said one month. Anybody running a major corporation will be in despair. Flip flopping might be ok for your own organisation. Not the way to run an economy.

Michigan State won't be remaining Republican for long at this rate.
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ANDREW FOSTER on 06/03/2025(UTC), Jed Mires on 06/03/2025(UTC), bearcub on 06/03/2025(UTC)
Robert D
Posted: 06 March 2025 00:21:48(UTC)
#22

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ben ski;336635 wrote:
I'm neither right nor left, but I thought Trump's state of the union address yesterday was superb.






American Psycho - he's a reminder of the speeches by communist dictators not only in length but also in content. Next time 8 hours like Fidel?

In the future, historians will look back at this episode in US history as a classic case of mass social psychosis.

"The less talent they have, the more pride, vanity and arrogance they have. All these fools, however, find other fools to applaud them"
Erasmus, 1509
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Jed Mires on 06/03/2025(UTC)
ben ski
Posted: 06 March 2025 02:39:19(UTC)
#26

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The criticisms I'm hearing are typically vacuous. Just vague disapproval and insinuations – and all spoon-fed by a media trying to come up with negative spins.

Remember, I'm a globalist. I'm for UBI. I think manmade climate change will be the greatest struggle of this century. But that was a great speech, and gives me huge faith in the US economy for his term. I'm hearing 77% approval ratings from the US public following the address.

For all the empty criticism of his tactics, he's getting wins. He's certainly done more in 40 days than Biden did in 4 years. If only we had a few years of that kind of pragmatism and leadership in the UK. I also think he's proven a point about Zelensky – and that we're supporting a war in which Ukrainian citizens are being dragged off the streets and thrown into the frontline to get chewed up by bullets, for as long as is necessary, so long it doesn't look like the wrong side got the better deal.
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Robin B on 06/03/2025(UTC), Big boy on 06/03/2025(UTC), Peter61 on 06/03/2025(UTC)
Daz
Posted: 06 March 2025 06:52:34(UTC)
#15

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ben ski;336626 wrote:


The best book, for me, is probably Hedge Fund Market Wizards. I think it has Stan Druckenmiller, Michael Platt


Thanks, I started reading it.

I already picked up one great nugget:

"In a bubble, sell on the way down, not on the way up, because who's to say how far the bubble will go? (Colm O'Shea)"
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ben ski on 06/03/2025(UTC)
MarkSp
Posted: 06 March 2025 06:56:00(UTC)
#38

Joined: 02/02/2020(UTC)
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I would look at Nudge Theory, Robert Shiller and more.....it is about behavioural economics. It is very interesting but then again, I was an economist
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Johan De Silva on 06/03/2025(UTC), Daz on 06/03/2025(UTC)
ANDREW FOSTER
Posted: 06 March 2025 09:08:59(UTC)
#21

Joined: 23/07/2019(UTC)
Posts: 8,096
Thrugelmir;336643 wrote:
ben ski;336635 wrote:
I'm neither right nor left, but I thought Trump's state of the union address yesterday was superb.




The guy is utterly clueless. Even his advisors have no idea what's coming out of his mouth next. Just 24 hours later. Has had to back track on import tariffs related to the motor industry. Graciously said one month. Anybody running a major corporation will be in despair. Flip flopping might be ok for your own organisation. Not the way to run an economy.

Michigan State won't be remaining Republican for long at this rate.


Yes this is hilarious.

Make Americas Car Industry Great by seriously damaging it and imposing sudden and significant costs on it.

Genius....

It's almost like there was no other way of approaching the situation and options had not been thought through.

Many components cannot be switched to US manufacturers because those manufacturers simply do no exist. They have long gone... You can't build a new gearbox or engine factory in a month, or even a year.

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Micawber
Posted: 06 March 2025 09:18:40(UTC)
#43

Joined: 27/01/2013(UTC)
Posts: 1,974
Daz;336576 wrote:
Hi folks,

I'm looking for info and further reading on a certain style of investing.

I'll give two examples:

#1: In 2023, people started to get really excited about A.I., so all tech stocks related to A.I. shot up.
#2: In the last few weeks, as it becomes clear the U.S. is preparing to abandon NATO, European defense stocks have risen.

So my question is, does this sort of long term(ish) investing have a name?


Yes. Speculation.
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Robert D
Posted: 06 March 2025 09:26:01(UTC)
#27

Joined: 06/11/2016(UTC)
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ben ski;336647 wrote:
The criticisms I'm hearing are typically vacuous. Just vague disapproval and insinuations – and all spoon-fed by a media trying to come up with negative spins.

Remember, I'm a globalist. I'm for UBI. I think manmade climate change will be the greatest struggle of this century. But that was a great speech, and gives me huge faith in the US economy for his term. I'm hearing 77% approval ratings from the US public following the address.

For all the empty criticism of his tactics, he's getting wins. He's certainly done more in 40 days than Biden did in 4 years. If only we had a few years of that kind of pragmatism and leadership in the UK. I also think he's proven a point about Zelensky – and that we're supporting a war in which Ukrainian citizens are being dragged off the streets and thrown into the frontline to get chewed up by bullets, for as long as is necessary, so long it doesn't look like the wrong side got the better deal.



It's early in St Petersburg. As can be seen from the above, the morning shift has started.
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Jed Mires on 06/03/2025(UTC)
Daz
Posted: 06 March 2025 09:52:46(UTC)
#39

Joined: 12/02/2020(UTC)
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MarkSp;336649 wrote:
I would look at Nudge Theory, Robert Shiller and more.....it is about behavioural economics. It is very interesting but then again, I was an economist


Thanks, so like "Narrative Economics – How Stories Go Viral and Drive Major Economic Events" (2019) for example?

These suggestion are really useful, please keep 'em coming and let's not get derailed on the Trump thing! 😊
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Robin B
Posted: 06 March 2025 09:59:25(UTC)
#33

Joined: 01/04/2024(UTC)
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Robert D;336658 wrote:
ben ski;336647 wrote:
The criticisms I'm hearing are typically vacuous. Just vague disapproval and insinuations – and all spoon-fed by a media trying to come up with negative spins.

Remember, I'm a globalist. I'm for UBI. I think manmade climate change will be the greatest struggle of this century. But that was a great speech, and gives me huge faith in the US economy for his term. I'm hearing 77% approval ratings from the US public following the address.

For all the empty criticism of his tactics, he's getting wins. He's certainly done more in 40 days than Biden did in 4 years. If only we had a few years of that kind of pragmatism and leadership in the UK. I also think he's proven a point about Zelensky – and that we're supporting a war in which Ukrainian citizens are being dragged off the streets and thrown into the frontline to get chewed up by bullets, for as long as is necessary, so long it doesn't look like the wrong side got the better deal.



It's early in St Petersburg. As can be seen from the above, the morning shift has started.


Just checking the Robert D NPC 2000 gauge to fact check ben's post.

... yes, disapproval from Robert: ben's post has high probability of being accurate.
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2 users thanked Robin B for this post.
Jay P on 06/03/2025(UTC), Peter61 on 06/03/2025(UTC)
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