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

To: Cogito Ergo Sum who wrote (196788)	2/28/2023 5:50:31 PM
From: sense	Read Replies (1) \| Respond to of 217651

Twitter .. made in America.. as I said hard to avoid porn... I've never had a problem avoiding that... Not on Twitter... never have been... have filters set to avoid getting there accidentally... or, them getting to me... and have to deliberately lower them to see anything... which I mostly refuse to do... US is so successfully propagandized.. EVERYONE is so successfully propagandized... only a matter of degree. Not exactly the case that we're blinded from seeing reality, here... but people in Russia and China see truth clearly... because of the lack of filters ? LOL!!! bombs drop from the US irrespective of who is in charge.. Who gets elected in the US... does nothing much to alter the nature of the conflicts that exist between US interests and others ? It does often alter "how" those differences are addressed... but, I don't think you should expect to see any difference in "who gets elected"... doing much in changing what the national interest is deemed to be ? Change Xi out for brand Y tomorrow... and, how will that alter the issues that China has to address ? Change UnTrudeaux out tomorrow, and... OK... got me there... he's just making stuff up as he goes... Far more likely that "perceived difference" will induce errors outside... as perception of weakness (Biden) or strength (Trump) alters others choices (Putin) more than it alters American interests ? But... it still "tends" to be true that Democrats start wars, and Republicans finish them... Kennedy and Johnson started Vietnam... Nixon ended it... but, somehow... it was the Democrats who were "opposed to the war" by then... as Republican's were made responsible... for the policies Democrats imposed... then blistered for "not fixing it fast enough" ? LOL !!! The difference in posture is real... Saddam crossed Bush's red lines... and see what happened ? And, when Obama's "red line" in Syria was crossed ? Obama "leading from behind" in Europe... is what led to Germany determining policy re Ukraine... "let's lie to them as we..." being both a failure of American leadership... and the failure you should expect from European leadership. Democrats "self loathing" re themselves being Americans... has them often fawning over Europe's views... while Republicans tend to reflect what those Americans... who don't give a shit about what Europeans think... think for themselves. Bush... engineered the soft landing at the end of the Cold War. Obama... laid the foundations for the shit show we see going on in Europe today... So, if that's "no difference"... perhaps your perceptitrometer needs adjustment. the world does NOT SEE A DIFFERENCE GOP DEM only you guys do :) Hmmm. That's a double edged truth... I think its the same everywhere... If you're not in tune to the nuance of local evolution in politics... its hard to see the point of getting riled up about it... as often happens. But, "team sports" is what it is, everywhere... I find Canada's politics is often indecipherable and pointless... with a lot of grandstanding on BS that appears to make no real difference, from perspective here... which still has gg going full Trumptard in thinking the latest BS that the UnTrudeuxians just did... "changed everything" and now "its all over". LOL !!! if the divisions in a culture were as large as they're postured to be in "team sports"... you'd never have peace... and, when they become that large in fact... you don't. Politics is the game of crafting divisions to exploit... whether they're real, whether they reallyr matter, or not... just about the game... which is easier to see in a sport you don't care about, than in one you do ? And, the "teams" change positions all the time... totally reverse "what they stand for"... without anyone really noticing ? Canadians can't see how totally insane they appear to Americans... and think that means the problem has to be us ? Lots of people here understand the "no difference between the parties" meme as a "truth"... in particular things... which mostly means... the equal opportunity corruption of the politicians by the money interest... with the money interest always appearing to get their way, no matter how either party postures in opposition to one or another of big money's interests, or projects... I understand Katie Hobbs will be arranging to teach a class on that at the University of Arizona's FCI Phoenix branch... timing TBD... but, that might not be coming from her office, so best to check with her. Republican's (voters) have been voting since the 1950's to "roll back socialism"... while the reality is that the steady march of socialism in the U.S. has encountered very little real resistance... until at the point it begins killing the economy... and running out of other people's money to spend. At the same time, people assume (as successfully propagandized) that "money interest" means "conservative CEO's and bankers"... when reality is the opposite. In result... there is a difference in what we're offered... and in what we vote for... just not in what we get... which is all "moving the same way"... the only difference being in "how fast"... Although, on other things... it still matters... where it is not anything the "money interest" cares about... save in fostering the division, or the perception of it mattering... for their own purposes. And, much of the rest is "intentional design" in the political framework... that makes change hard. Abortion is one of those issues that people care about, often passionately... simmering for decades... where strategic "voting" sustained over time... has made change happen... in the way it is intended to happen here... painfully slowly... only after long sustained effort... as validating broad societal agreement on a need for change, rather than constant radical flip flops... as often seen elsewhere. Similarly, "civil rights" took decades to happen... didn't occur automatically with the end of slavery... but, that not meaning it was an issue with "no difference" that mattered in the outcome. So, maybe a timing issue to consider... in which expectations re the pace of change that is likely... are likely to be wrong... thus also missing what does matter in the more glacial pace... that has change that is occurring being overlooked.

To: Cogito Ergo Sum who wrote (196788)	3/1/2023 12:59:12 AM
From: sense	Read Replies (1) \| Respond to of 217651

India.. the worlds largest democracy (I always come close to choking hearing that line) is the MAIN conduit for Russian oil.. but not what the US wants to shoot at. I don't know...but, poking at that a bit today, as the "fire sale" in Adani stock continues... now carving out a typical divot pattern... as I see in a lot of the cliff divers I follow... Interesting how SMOOTH that curve is, though... which is a bit unusual for stocks that actually have run into difficulties... which tend to have higher volatility... not a smooth curve that's more reflective of "engineered" trading patterns... Adani Total Gas down from 3800 - 3900 just prior... to around 712 INR now, in a smooth curve lower... but, with that, still has a PE of 147... which has it far from my favs in the energy sector... a $9 stock with $7.23 in earnings... a PE of 1.25... with huge upside in exploration potential... a bit more in my wheel house. Oops... 679 suddenly... Adani Enterprised Ltd, up 11% on the day... the PE only 80... so "a bargain" I guess ? Poking continues... with a lot of less than fully transparent interactions popping up... which I've found to be pretty typical of any Asian conglomerate I've ever poked at, as... "comes with the territory". It does appear that what Soros's crew got a burr on about... is now looking like... maybe nothing more than that. But, apparently, a lot of ESG funds hold Adani stocks... or, the Green Energy anyway... and the new push seems to be about... that apparent lack of transparency not meeting western G standards. Scary new headlines now: J PMorgan Investment Arm Purges Its ESG Funds of Adani Stocks delivers another giant nothing burger... as JPM held hardly any Adani shares in ESG funds... and isn't dumping Adani stocks from its other funds. Mostly looks like Soros is trying to strong arm ESG fund managers into taking losses... so he can win a trade. How much has India's largest insurer suffered in the Adani fiasco? Offers another nothing burger... the answer is... the stock is down around 12% recently... but, other than the short attack... not clear that Adani holdings are a valid reason to worry... the company has a PE of 14... so hardly at risk from Adani stock losses... and should probably consider doubling up on them at the bottom... or buy back their own shares, here. The drop hasn't had follow through... after a 10% drop on Feb 1 and 2... which looks like there may still be a large short position... about 4 million shares... with the last two days trading looking like shorts are probably now trying to cover... and not really getting much traction in the trade. Given the blistering pace in their earnings growth, the plummeting PE over the last year... it looks like the best trade I see in result of Hindenberg's effort thus far... to buy Life Insurance Corporation of India on sale now... as a long term hold... or just to let the shorts give it a quick bump, for you... with the next report to be dated at the end of March... What I find suspicious, given the lack of any real bombshells coming out in the wake of the Soros attack... [the biggest being only Adani using his personal shares in (ESG fund held) Green Energy.. to pledge them in backing a coal project]... is that the timing of the Soros effort aligns pretty conveniently with what the chart here shows... as India's share of Russian crude purchases plummets... but, "unknown buyers" step in to fill that void ? Feb 27: Sanctions Headache Threatens to Dent India’s Russian Oil Imports Were they thinking hitting India with a stick would elicit greater cooperation in sanctions enforcement ? I don't know... but, that's not any more obviously stupid than the other stupid stuff you see them doing now ?