The Orca Fin
@axbkol
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Efficient Market Hypothesis is bunkum. Reflexivity drives markets.
Joined April 2025
This will eventually matter. How much profit are they making if they were using the 3 year depreciation schedule instead of the 6?.
@RealJimChanos Astute observation as always. Capitalization of investments by MAG7 and others has grown at a rapid pace and not only that, they have used a common accounting sleight of hand: increased the useful lives of the equipment due to improvements in technology and design. Here is what.
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"They sell a lot to us, but we don't buy from them. Because the tariff is so high.". Is he alright?.
#WATCH | On announcing 25% tariff, plus a penalty on India, US President Donald Trump says, ". Prime Minister Modi is a friend of mine, but they don't do very much business in terms of business with us. They sell a lot to us, but we don't buy from them. Because the tariff is so
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Trump by his blabbering has created a host of political issues for Modi. Negotiations were going on in good faith. Trade deal? Now it is touch and go. Lower probability of a deal. And a wedge has been put in between the budding strategic relationship. Just my opinion.
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Russian oil. As per White House advisory and notification under Biden, Russian oil once refined is not considered of Russian origin. While India was using some of it, the refined products were making it to Europe. Lots of interesting dynamics.
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Trump has claimed 29 times he stopped the India and Pakistan war by getting/offering trade deals. Today he imposed 25% tariffs plus penalty on India for buying Russian oil and arms. There are historical dynamics. On arms, US had an arms embargo and sanctions on India till 2007.
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$WSO misses. Largest HVAC distributor. The earnings call will provide insights into how the well to do cohort is doing. WSO already said in April everybody else was trading down or getting repairs done rather than replacing. We will get insights into tariffs and home construction.
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Sydney Sweeney is an official spokesperson for HEYDUE. HEYDUDE is owned by $CROX. Thank you for your attention to this matter.
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Porsche: ongoing challenges not a storm that will pass. BASF: indirect effects of tariffs squeezing demand and profits.
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RT @1CoastalJournal: Trade 📉 Shrinks—But It’s a ⚠️:. Tariffs are reducing trade—not boosting growth. • Imports ↓ 4.2% to $264.1B (June).•….
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Best advice you will ever get on X.
@minordissent Disagree. I judge my life by quality of life, not return on investment. Paying off my house early, 20 years ago, was the best thing I could do for sleeping soundly at night. I've lived 100% debt-free since then, and it improved the quality of my life immensely.
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Yeah, Wall Street loves it.
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Elon may be trying to get fixed but why are 10 of them messaging me daily?.
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Many people chided me months ago for calling Trump a moron. I generally kick out people like that out. Bye bye moron.
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Publishing is on the cloud. No service disruption. I deliver what I promise.
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