Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: maceng2 who wrote (195815)	2/3/2023 8:21:48 PM
From: TobagoJack	1 Recommendation Recommended By marcher Respond to of 219497

Re <<pop>> ... from China, with Love, because Russia is busy at the moment, and MSM is all aflutter, and Blinken is so very ecstatic that he has postponed his trip to China, perhaps to after February drills of off S Africa by the host navy with that of Russia and China ala _R_CS of BRICS+, with the + meaning all the nations in line to sign up that are not-NATO, meaning the rest of the world ... you know, the 90% Here is a good picture of the innocuous balloon and whatever package carried (the written message is what is going around as meme on internet, of natural-social-media course) ... the suspicion is that China is using balloon to spy now that China cannot do by use of Huawei, trams, rail cars, toasters and such. The judgement on refrigerators still not-in. ... alas, nothing mentioned about counter measures as the counter measure of balloon is for / against hypersonic missiles, to look at them, only, which is pointless, as one can look all one wants when closer up ... as shooting them down is hereto now absolutely impossible, according to very informing good-good gamer video. Comment, the US working on GP1 (glide phase 1) as mentioned in the gamer video is pointless, as China has already demonstrated capability as opposed to capacity to launch hypersonic missiles from hypersonic mother ships. Interestingly, Russia, the one that is currently very busy, has indicated it shall live test its Zircon hypersonic en.wikipedia.org (range 1500 km, Mach 8) during the show & wave at the S African Mosi2 naval exercise metro.co.uk Unclear what sort of ship(s) Team China shall send as yet, as China has not even confirmed participation. Shall be clear February 17th once the gaming is underway. Perhaps China shall wave its YJ21 (range 1500km, Mach 10) Message 34176292 The magic about the 1500km range is that the distance is way beyond the dogfighting radius of the F35 (500km) without mid-air refuelling, and if mid-air refuelled, other gadgets would take down the precious and valuable refuelling planes along with the more precious command / control planes. IOW, fighting 'near-' peers is definitely not the same as fighting people donning pyjamas and sporting flip flops. Alas, as China is offering up the YJ-21 for export-export-export due to trade-war constrictions of Huawei Huawei Huawei, a planet populated w/ YJ-21s would make a lot of seas lakes, and coincidentally war peace. In the meantime, as I do follow Republic of China province of Taiwan popular and real media (there are too many sporting subscriber base of 1M+), as opposed to official MSM which I am guessing folks watch as interesting footnote, I picked up on what the ROC population picked up on, that Team USA has (i) declared success of the 4th testing of HAWC and at the same time terminated the successful initiative (ii) because it is a success that is pointless ... at 0:20 mark ... so, search on English language Google, I netted the spin inceptivemind.com The Defense Advanced Research Projects Agency (DARPA) and the U.S. Air Force have successfully carried out the final test of the Hypersonic Air-breathing Weapon Concept (HAWC) missile. The Lockheed Martin version of the missile, with its Aerojet Rocketdyne scramjet, marked the completion of the HAWC program that accomplished all of its initial objectives. During the test flight, the HAWC vehicle flew at speeds greater than Mach 5, higher than 60,000 feet, and farther than 300 nautical miles (556 km). Also, it reached altitudes higher than 60,000 feet (18.3 km), according to a DARPA statement. ... the issues are success at test flying at 1/2 the speed, and 1/3 of the range of the systems of prospective near-peers. Being successfully out-sticked and out-ranged is, am guessing, nothing to wave about, especially when such carefully chosen prospect already worked out counter-measure to the point of talking about it, likely meaning already 'in the bag' Message 34169451 ready for <<sputnik>>-ing :0) So, and therefore, appears RAND might be correct Message 34172308 , that Ukraine project must be rug-pulled, and fast, perhaps w/ a bit more film flam dazzle bedazzle than accorded Afghanistan, accompanied w/ much more spin, else the CSIS scenario comes to the fore Message 34170716 I suspect the Taiwan project is already lost, as far as the local population universally agree, and if so, global chip supply rare-earth-ed soon. However, I remain agnostic and stay in watch & brief, wait & tag mode. I am still fascinated re "The Modi Question" Message 34176529 and cannot make out what the gaming plan is by parties unknown. I do note that the question is not really at all covered in USA domain.

To: maceng2 who wrote (195815)	2/4/2023 4:07:27 AM
From: sense	1 Recommendation Recommended By maceng2 Read Replies (1) \| Respond to of 219497

Looks like classic suckers rally to me... I have no interest in playing when the degree of detachment from reality is this great... Odds are, shorts having bailed means... harvest done... banks happy... lower next week... etc. But, avoid... Markets still driven by speculative flows not "rational investment" = "steer clear" and "wait for it"... Prices lower than peak bubble, but we're still a long way from a correction of excesses having occurred... China's ending zero Covid so "they" expect a boom... but demand is in contraction, and only early in that... no market for "more" for a long time. See almost zero discussion of how R's plan for reimposing a hint of fiscal sanity relative to D's helicopter money means... gravy train over ? Powell did far too little for way too long... then too much too fast... with monetary lags of 6 to 12 months... and the markets wrongly thinking "its over" when its not... The synergy of a fiscal re-grounding with something more like monetary sanity from here... with our still not having seen more than the beginning of correction ? Odds are they're not comprehending the nature of the underlying secular changes occurring or anticipating resulting changes in "leverage" of homeostatic inputs any better than investors or China have... Charlie Munger and Peter Schiff look at the world differently... yet, they agree, now ? I think that worth noting... Peter's always been right, but as a broken clock. Charlie's telling you the time.