LOL that is a piece of work Tippet!
Me thinks you didnt understand the message. Thats ok, your wanting to shift discussion to the morality of these issues is fine by me, but it wont be done with me.
OLED's, GPS's, SDR, Composites, all these emergent technologies were kept growing by funding from military applications, each has coincidentally been adapted by civilian applications at the same time, and this was exactly my point. It used to be one or the other. Now these advances are being applied with a minimum or no lag time between DOD and commercial ramp up. That is Good for business, and is in fact a root contributor to the underlying strength in the economy, and the subsequent capital rotations being played out under the guise of this bear market. Hence my position remains to stalk the bear.
You may be one who plays the markets through the indexes, I do not. For me it's all about growth from a supply demand metrics where the shares are the product. I am not even looking at the forest, only the trees, and specific ones at that.
My positions are always related to fundamental growth where the multiplication of shares is the primary goal.
It's where scarcity combines with fundamentals to set a trajectory which satisfies this primary goal.
I want to know where demand is going, not where it's been. |
