Oh Come On!
@BluthCapital
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“There’s always 💵 in the 🍌 stand.” -GOB Sr. || “Do you have any idea how lucky you are to have thousands of people who can tell you you’re wrong?” - Kahneman
New Canaan, CT
Joined March 2012
He didn’t just hate the railway as such; he hated the way it flattered people with the illusion of progress. What was the point of scientific advance without moral advance? The railway would merely permit more people to move about, meet & be stupid together. -Julian Barnes.$TWTR.
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“The admin has released no documentation for deals it claims to have reached w the Philippines or Japan & details released of the Indonesia deal last wk remain incomplete. The U.K.’s framework (May) also left some big items unresolved, like steel tariffs.
wsj.com
The pact imposes a baseline tariff of 15% on the U.S.’s biggest trading partner.
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Age based income tax brackets are coming. And makes total sense: the tiniest nudge for decades of screwing the future generations. A clawback is likely coming as well.
The Fertility Crisis is because Boomers lives so long and refuse to give up power. People don't feel like adults when the generation above refuses to move out of the way.
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$ZM was the Netscape of the pandemic. Office365 bundling remains undefeated. What high flyers right now are at similar risk? What products are destined for Office365?.NET?.OKTA?
BREAKING: Mercedes-Benz is integrating Microsoft, $MSFT, Teams into its vehicles.
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Went to $ACI and $SBUX was $7.99 vs $14.99. Everything. And not sold out. Anecdata or sign of stress?.
Posting this to enhance my commitment. Considering IRA set and forget into Luckin or a combo short SBUX long Luckin. Don't sell until Luckin exceeds SBUX in market cap.
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We’re at like $300B of foreign investment a yr into the US that’s going to be slow played or Trump jacks rates. There just isn’t the capacity unless they’re building infrastructure and public transit coupled w extreme eminent domain. Remember Foxconn Wisconsin?
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There is NO connection bt tariff levels and SPX levels:.$SPX was set to bounce from $5700 hoping for 10% euro, fell to $4800 at 30%…. …and now is 11% higher for 15% which is 5% higher (and hugely more detrimental to net income.).
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It's clear every country that's a conduit for China is 20% or higher, and every one that's not is 15% and US investment. The Q is whether China gets a "deal" or the entire strategy is to wallop them.
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$AAPL, net net, has done more to subvert the US for the benefit of China then it has contributed to the US. Since 2014 it just copies Android while allowing China to box out the very Western ideological forces that were the justification of WTO inclusion.
Apple in China is so well written. I find myself reading it slowly because I don’t want it to end. Some of the finest business writing ever penned
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The Life of Pi came out 13 years ago and the CGI is better than ALL Marvel and Disney live action remake films. What gives?
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It's incredibly crazy valuations exceed dotcom peak now when back then the Internet was truly world changing & now we have tariffs and protectionism. Market is dumber now w/o the optmism. Don't say "AI" bc the leaders:.OAI is private & GOOG has the cheapest valuation.
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"Your margin is my opportunity" should be much scarier coming from a Chinese competitor than from Jeffy P.
Posting this to enhance my commitment. Considering IRA set and forget into Luckin or a combo short SBUX long Luckin. Don't sell until Luckin exceeds SBUX in market cap.
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RT @orrdavid: This is just spot on. You should be forced to disclose, with a single click link, the track record of all vehicles that you'….
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Eliminating buybacks (only dividends) and the tax free status of a myriad of investment vehicles would do wonders. $200-300B per year to treat capital returns equally (buybacks should be taxed more from first principles.).
It is lunacy for a nation sleepwalking into a debt crisis - with deficits headed towards $4 trillion in a decade, and interest set to consume 30% of all tax revenues - to declare itself awash in revenues and propose tax rebates. Economic malpractice.
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Posting this to enhance my commitment. Considering IRA set and forget into Luckin or a combo short SBUX long Luckin. Don't sell until Luckin exceeds SBUX in market cap.
Know how every US co that opens in China ends up training the local champion? Now they're entering US. "Luckin likely wouldn’t even exist if not for $SBUX. The American chain spread the idea of sipping lattes and lounging in cafes to China."
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Know how every US co that opens in China ends up training the local champion? Now they're entering US. "Luckin likely wouldn’t even exist if not for $SBUX. The American chain spread the idea of sipping lattes and lounging in cafes to China."
wsj.com
Luckin just opened its first stores in New York, showing off its mobile app and low prices—areas where Starbucks has struggled
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Business "Strategy" lol. Buying a digital wisp that produces no income bc they can't afford to buy the media library IP that does.
wsj.com
Small companies are raising billions of dollars to buy bitcoin and other, more obscure cryptocurrencies. What could possibly go wrong?
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Disapproval of Trump’s handling of inflation outweighs approval by 11 pts, yet GOP trusted more than Dems on it by 10 pts. Voters disapprove Trump’s handling of tariffs by 17pts, yet GOP trusted more than Dems on the issue by 7 pts.Yikes.
wsj.com
Republicans are seen as better at handling most issues that decide elections despite respondents’ unease with President Trump over the economy, tariffs and foreign policy.
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These deals of opening up Japan and others to US products they won't consume anyways have been interpreted as wins and they're pretty hollow.
The US is a net importer of beef. Australia is a net exporter. What’s the point of this victory lap??
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