Favorite team:Stanford 
Location:Houston
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Number of Posts:91857
Registered on:3/3/2009
Online Status:Not Online

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quote:

Just like everything else, it's about OMB more than anything else.


Alternatively, we have people here that have been lauding the deal now perfectly happy to tear it up if Trump decides to do so. The OMB people are cut from the same cloth.

re: Strait of Hormez closed again

Posted by slackster on 6/20/26 at 9:49 am to
quote:

Bob_Sugar


You’re one of the more ignorant posters on this forum, and that’s quite an achievement.

re: Trump Humiliated Israel Today

Posted by slackster on 6/18/26 at 11:01 am to
quote:

Yes he did. It's hilarious watching people pretend he doesn't mean it or something so they can continue to hold onto this delusion that Netanyahu calls the shots.


You don’t have to believe Trump is a slave to Israel to think your entire post and premise is horse shite.

The strawman is ridiculous.

re: Trump Humiliated Israel Today

Posted by slackster on 6/18/26 at 3:06 am to
quote:

Right, because symbolism isn't a factor in these sorts of things at all. The Pentagon just basically declared them an enemy and we were just told that they were completely shut out of the negotiation process after trying to have a say in what went into the MoU. Total coincidence I'm sure and Trump is totes still a secret Israeli agent. Says Dipshit Stanford Fan #2.


:rotflmao:

re: Trump Humiliated Israel Today

Posted by slackster on 6/18/26 at 12:03 am to
quote:

Trump signed the Peace Deal with Iran in the same place that the Rothschilds forced Palestine to be invaded and overtaken! This is an epic and historical snub!


I’ll bet you a large sum of money this doesn’t have anything to do with it.

He signed it in Versailles because he was in Versailles. Nothing more, nothing less. :lol:

re: Erickson: Iran Deal is a Bad One

Posted by slackster on 6/17/26 at 7:15 pm to
quote:

So now the never Trump people who bitch and moan at every action, statement or propaganda of others think people that actually like what Trump is doing are the sycophants ?


Nah.

Being a sycophant makes you a sycophant.

I like what Trump is doing sometimes. Sometimes I don’t.

There are loads of people here that think he’s infallible, which is just as ridiculous as the people who think he’s never right.
quote:

Cant wait for the cuts and the tears about it


Cope harder.
Well he’s not going to let Trump and Congress off the hook either. Not a whole lot her can do about long term rates but the idea of refinancing maturing debt at lower short term rates may have left the building today.
But the bombs man. Remember all the bombs? That’s how we know we won.
No amount of logic will sway the sycophants here. If Trump does it, it must be good. If Trump tears it up in 2 weeks, it was all part of the plan.
I think Warsh is going to be the right man for the job, but I’m not particularly sure Trump will be too happy with his first Fed meeting and press conference.

Warsh has indicated price stability and a commitment to get inflation to 2% is his priority, but markets were anticipating a more dovish stance from Warsh. Rates rose all across the yield curve, with current futures pricing in an 85% likelihood of at least 1 rate increase this year and 60% chance of at least 2 hikes in the next 9 months. Of particular interest was the 2y bond yield increasing 15 basis points on the day.

I appreciate Warsh’s no nonsense attitude, and he announced 5 task forces to study various components of the Fed. The Fed statement was slashed in half as far as word count goes, and Warsh did not submit his individual dot plot projections.

All in all, I thought it was a nice showing from Warsh, even though markets were not thrilled. If Trump wanted someone who was going to lower rates soon, there was zero indication today. It will be interesting to see if Trump comments soon.

CNBC Article

quote:

“I did not submit a dot for me,” Warsh said. “It’s not helpful in the conduct of policy. I suspect by year-end, as I mentioned in my opening statements, there’ll be a review about communication broadly, press conferences, dots, meetings, and the like, transcripts, minutes. This will be part of that. I don’t want to prejudge the outcomes there, but I’m pretty open-minded about what they could be.”


quote:

“It’s a bit shorter, a bit simpler and it dispenses with some older language,” he said. “That statement just gives you the facts, as best we can judge it.”

“Economic activity is expanding at a solid pace despite elevated uncertainty that owes, in part, to the conflict in the Middle East. Productivity growth and capital investment are strong,” the statement read. “Job gains have kept pace with the workforce, and the unemployment rate has changed little.”

“Inflation remains elevated relative to the Committee’s 2 percent goal, in part reflecting supply shocks that have driven price increases in certain sectors, including energy. The Committee will deliver price stability,” the policymakers said.


quote:

You being an anti-American panican is the least shocking thing I've seen.


Yeah all because I think this thing has been done poorly.
quote:

Lucky strikes =/= doing something about it


Actually taking Kharg Island is absolutely something that Iran can do something about. There is a reason we haven’t even tried to do it yet.
quote:

1. They can’t do anything about it.


:lol: that’s not true at all.
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I'm well aware of the patterns and 4 year cycles it goes through.


How many rolling 5 year cycles has it underperformed SP500?
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Oh yeah, THIS time it's for real guys! Seriously please listen!


:lol:, I’ve got 3% of my NW in crypto, mostly BTC. It used to be 5% of my NW. I’m not rooting against it.

I’m sure you totally expected it to underperform stocks over a 5 year stretch back in 2021…
Over half of current supply was bought at a loss at these prices.

What’s the point of 3-4x more volatility with less than market-level returns?
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Who gives a frick about the Strait? They are shut out of their ports. THAT is the siege and it is working exactly as planned. That people cannot see this is absolutely astounding to me.


:lol:
47k through 30ip is crazy.
Wait wait wait, we’re really blaming oil companies here?