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All_Pro_Bills

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  1. Not treasuries. Energy stocks like CNQ, SU, XOM, some funds, recently PR. Gold miners like AEM. NEM, GDX, NGD. Royalty streamers WPM, RGLD, OR. Utilities fund. Hard asset funds. Solid dividend payers. Growth and income funds. Emerging market funds. And sure some SP500 and NASDAQ exposure. Raised cash to about 20% to take advantage of opportunities like Friday. The theme, higher and longer inflation is here to stay. We went through a 40+ year deflation phase, that's over. The reverse of that started in earnest in 2021. The street with few exceptions hasn't caught on yet. They think it's transitory. It's not. It's permanent.
  2. Not wanting to influence the election means withholding the truth from the American public and robbing them of the ability to make up their own minds armed with facts rather than inaccurate and false opinions.
  3. Because those leftist maniacs controlling the party wouldn't allow it.
  4. Whining posters don't care about a recession. They're upset that their personal investment portfolios loaded up with overvalued stocks trading at huge multiples to earnings are taking a hit.
  5. No I rely on expert market sources and my own experience and knowledge of the financial world and economics. You just want it to be about Trump so bad to the point of an obsession that your mind can't process or consider alternatives or other factors. Its hatred driven by pure emotions.
  6. I believe today's sell off was about the PCE number coming in hotter than expected. Being what's been stated, the Feds favorite indicator of future inflation the market experienced the consequences of a new expectation of fewer rate cuts. Fact is the markets are one big speculation on the number and size of Fed rate cuts rather than a proxy for economic activity. Why else do stocks growing at single digit rates trade at huge multiples. There's severe overvaluation problem that will eventually be resolved with either lower rates and higher profits or lower PEs and lower stock prices.
  7. Russia, Iran and China now know that our military and intelligence officials communicate on Signal - like they didn't know that already? Come on. They hack us, we hack them. That's the game. This incident doesn't change the rules of the game or how its played. And yes, some adjustments in tactics are needed. And for the record, I am not MAGA. I'm a disenfranchised Democrat that the party forgot about when the nuts took over and the agenda shifted far-left. People such as me, formed the core of the party in the past. And the abandonment of voters that share my views and the dumping of the traditional core values of the party are the main reason Trump won and Harris didn't. She was too far out there and a real dummy to boot.
  8. Most of your ramblings are irrelevant to my assessment. And your questions about tipping off the target or intelligence methods could be asked of any operation or plan. Known risks without answers.
  9. It was a screw-up and a breach of protocol and shouldn't have happened. I don't think texting is an appropriate form of communications for these types of military and intelligence operations. They might want to think about dumping that practice and limit the number of participants to those actually having some role in the execution and eliminate the "spectators" from the conversation. But at this point its a big nothing burger. The texts should not have been shared but the information was time sensitive and the value of that information to anyone expired after the attack was completed. By the time the reporter announced he was included in the chat group the contents were worthless intelligence.
  10. He's giving the troops a pep talk so he can't tell them our ideas are bad and we lost because a majority of the voters didn't like them. Its like what we hear at the football coach post-game press conference where he says "we had a great game plan but we just didn't execute it very well". When the truth might be he got out-coached by the other guy and the other team has better football players. That's why they lost.
  11. I recall they developed a proficiency at indiscriminate high body count drone strikes against wedding party's in Pakistan claiming to target 1 o 2 unidentified individuals. Maybe it was the year Barrack ironically won the Nobel Peace Prize?
  12. Pretty much everything on this topic is conjecture and absent a statement from the Pentagon or NATO, which I haven't seen, we don't know the facts around the situation with what's reported as 4 American soldiers on a training mission either dead or missing in Lithuania. And unless you plan on traveling over there and conducting your own personal investigation its doubtful you'll ever know the whole truth. These military outfits operate under no obligation to reveal the truth or the facts surrounding their activities. Sometimes because they're classified or secret and others when they just don't feel a need to be transparent. So far the posts have been a psychology experiment on what posters believe or don't believe based on their preconceived political positions along with what they've been conditioned over time to believe or not believe.
  13. They act like spoiled children right after they get told "no" for the first time. Throw a temper tantrum and piss themselves.
  14. Maybe some district court judge is going to place an injunction on his EO and proclaim himself President.
  15. There's that 'due process' thing again. Like what all those J6 trespassers got when judges, including this very same clown in about 60 cases, denied bail and held prisoners for up to 18 months while awaiting trial. And many laughed when some brought up this injustice. And now when due process is applied to illegals we should be sympathetic? Wow. And news flash. The law was already ignored when Biden let them in.
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