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02-15-26  savo

there was always an anal somewhere able to produce a piece of research with some incomprehensible tech jargon to justify what PLTR at 250 times earnings is reasonable...

less easy to justify 250 PER for GM, Xerox, Ford or Exxon.

02-15-26  savo

Hard asset bull run ... massive rotation ...

that would be another nail in the coffin of the US economy.

hard assets real economy companies produce what they produce.. and grow in line with the economy....

All they tech hype of the last 25 has been the main creator of wealth in the US... remove it and the US economy has nothing else to show...




02-15-26  victor

The Democrats refuse to vote for Voter I.D., or Citizenship. The reason is very simple — They want to continue to cheat in Elections. This was not what our Founders desired. I have searched the depths of Legal Arguments not yet articulated or vetted on this subject, and will be presenting an irrefutable one in the very near future. There will be Voter I.D. for the Midterm Elections, whether approved by Congress or not! Also, the People of our Country are insisting on Citizenship, and No Mail-In Ballots, with exceptions for Military, Disability, Illness, or Travel. Thank you for your attention to this matter! PRESIDENT DONALD J. TRUMP

02-15-26  spal

AI-driven equity disruption was everywhere this past week, spreading like wildfire beyond software into insurance, commercial real estate, financials, shipping, wealth management, and likely many more industries in the coming trading sessions.

One industry in the crosshairs of AI disruption is Hollywood. Some of the publicly traded studios include The Walt Disney Company, Warner Bros. Discovery, Paramount Global, Sony Group Corporation, Netflix, Lionsgate, and others.

===

Hard asset bull run ... massive rotation ...

02-14-26  carib

Savo: abstaining from discussing is then the least bad choice, I am afraid.

02-14-26  savo

carib.. you can't have an answer to the wrong question.... ask the right question and I will give you my answer.

02-14-26  carib

Savo: as usual, we disagree.
No news in that.
But I did not see your choice of best country-systems..

02-14-26  spaldo

Marco Rubio‘s speech at Munich‘s Security Conference this morning in full lenght:

https://securityconference.org/en/msc-2026/agenda/event/principled-and-pragmatic-wielding-power-in-a-world-in-disarray/

02-14-26  savo

carib.. that might have been the case in the days of Lord Acton... not anymore...

today.. it is "self evident" that there is more corruption in the US and the EUSSR than in China and Russia.

As emerging markets examples... there is more corruption in today's argie than in the argie of the military... in today's chile than in the Chile of Pinochet...

02-14-26  spal

So far this year, energy is far and away the best-performing sector in the stock market. “Overall, the energy sector is offering what investors seek the most: high free-cash-flow generation, strong and growing dividends, meaningful share buybacks, inflation protection and real-asset exposure,” explains Rob Thummel.

02-14-26  carib

Still waiting on suggestions about the three best countries (existing now) in terms of political system...

02-14-26  carib

Panas: as Lord Acton said.. power corrupts, and absolute power corrupts absolutely..

02-14-26  panasonic

Carib, me think corruption plays a much larger roll than political system.

We may say, political sysyem is flawed if allowes high levels of corruption, but such is human nature, we break things :-(

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