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sherpa

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Everything posted by sherpa

  1. I trade equities every day. I have no regard for political vectors on this, so.... Say what you want. Don't care.
  2. The title of this thread, indicates no wishing for a recession. It does indicate a false claim that we are in one, which by definition is two quarters of negative growth. Either way, this administration, whomever that is now, and nobody knows except it isn't Biden, has does nothing positive.
  3. Typical. What I stated was job creation over the past four months, and specifically stated I had not looked at the latest. I don't follow these reports the day or week of, because the model is flawed and it takes time to get an accurate report. Again, the report is encouraging, but nothing political for either side in it. Could you point out the evidence for your accusation that he is "cheering for a recession"?
  4. I don't see him cheering for a recession, but I do follow the jobs data. This last report is very encouraging, and the specifics are not out, but.... Jobs gains to this point, at least in the last four months, have been gov related. Those contribute nothing to GDP. When you print 5 trillion, that capital is going to find a way to a performing asset with a return. Simple.
  5. Yep. I guessed. A guy I used to fly with built those huge mushroom production facilities in that area. Very big capital investment, over a million each, but really interesting and cool.
  6. A little inside baseball on this. Last week there were a lot of headlines about this conflict. One of the issues that did not get much press, because the press is not bright, is what the Israelis did in Syria. The Israelis have a massive range problem getting attack aircraft into Iran. What they did was to destroy very specific anti air defenses in Syria, creating a corridor they have confidence to get through, cutting the range required. Pay attention to the small things.
  7. Central PA?
  8. Well, that was effective.
  9. I really wish two things happened in this forum, actually a lot more, but two economic things. One, stop taking one month economic reports as trend. Smarter to see a six month moving average. One month's data is notoriously distorted and not illustrative. Two. Stop with the assigning of US economic performance with the administration. There isn't a single thing this group has done to positively effect it. On the other hand, they can hurt it, which is exactly what would happen if this insane proposal to tax unrealized capital gains would do.
  10. I hesitate to respond because I don't want to be disagreeable, but if anyone can do it, it would be the US with an assist from Israel's human intel capability. The Iranians are not stupid. Their nuc program is dispersed over many sites, suggesting some degree of redundancy, and it is underground. It would takes many days, if not weeks to eliminate it. The Israelis do not have the tanking or electronic warfare capability to eliminate it, though they could significantly impact it, unless their on the ground capability inside Iran is multiples more capable than anyone knows. It's simply too big for them to handle.
  11. A very difficult task.
  12. This has gotten too stupid to continue. Not interested in the least about thread creep to discuss our election. We don't control Israel. They are a fierce and capable ally, our only truly reliable one in that area.
  13. I don't care to guess who he meant, but I don't agree with view that supporting Israel has to do with oil supply. In fact, I don't know how that point can be defended, but anyway, not my issue. What you do in these recent posts is falsely claim a point never made. What I stated is this: "Clearly, if we stopped supporting them they would lose capability, over time. But, Israel is quite capable of handling it's military needs for a period of time." There are three basic components to war. Strategic, tactical and logistical. The Israelis don't have any strategic or tactical need from the US. They have great systems and great planning. One would have to be completely ignorant of the history of the Six Day war or Yom Kippur to not conclude this. What they do require, since they are surrounded by many countries who are trying to kill them, is logistical support. They have nowhere near the size of economy to develop and produce a capable air force fighter, among other things. They have limited ability in electronic warfare, and very limited air to air refueling capability. They are brilliant producers of electronics, medical products and advanced technological devices. They also develop what weapons they buy from us into into variations that suit their needs. They also have an incredible on the the ground human intel component, which allows them to succeed in doing things like they have done in the past two weeks, since snubbed by the US administration. Stop the stupid BS.
  14. Not quite. You weren't trying to kill him. Iran's surrogate militias are.
  15. I'm not avoiding any question. What do we get for our money? How disgusting a proposal. Do you donate to any cause? Any religious organization? Donate your time? Do you ask what you "got for your money?" What an avaricious suggestion. We support Israel because it's the right thing to do and they are allies.
  16. How disgusting is this claim? We don't "buy" a sovereign nation. They are a fiercely successful, independent, democratic nation of about 10 million people fighting against countries wanting to destroy from every direction, at all times. We can't "buy" them, nor should we ever attempt to.
  17. They are a sovereign nation under attack. We don't control their response. Grossly arrogant to suggest we do, and Netanyahu has more honor and dignity than anyone on the US side. domestic issues aside. They have 60-80,000 citizens as refuge status in their own country. Their supposed number one ally in the world rejects attending a Senate speech, when she is the Constitutional head of the Senate, then has the UN rep refuse to attend Netanyahu's UN speech. How much more can this clueless administration disrespect them? I hope he does whatever he can until the election, and hope that this recent incredible success vs Hezbollah continures.
  18. Jordan was Palestine. PLO tried to overthrow Hussein and got launched into Lebanon where they morphed into Hezbollah, who has now trashed that country, all supported by Iran, who wants to eliminate every Jew on earth. Not an Israeli issue to settle. Again, and you as others and always, refuse to answer, they had the Sinai, Damascus and Cairo and didn't move on those. So how are they expansionist of colonizers?
  19. Absolute bull#### and end of conversation. If they were "colonist" they would have never given up the Sinai, which they controlled, and never stopped when they had both Damascus and Cairo in their sites. Your view is neither accurate nor informed.
  20. I think you are not informed of this. Clearly, if we stopped supporting them they would lose capability, over time. But, Israel is quite capable of handling it's military needs for a period of time. In fact, after the apparent rebuke from the US, which was ill advised and insulting, and seemingly loosened the reigns, they are doing much better. Israel is not in a state of complete dependency on the US. What they are is an extremely successful democracy in an area of no other.
  21. Ridiculous. He is defending his country against thousands of attacks. Israel didn't start this. Iran, through Hamas and Hezbollah did, and he has a time frame to effect it.
  22. Frankly, I don't think you understand the reality of this at all, on so many levels. They are doing just fine without us, which has been the case for the past few months. I think Netanyahu has finally figured out, after his visit with it's Administration insults, is that he has a time window to get done what absolutely needs to get done, and that time line is up to, but not beyond, the US election. I have no idea how this election will turn out, but if Trump wins, this thing turns.
  23. Couldn't disagree more. No surprise. If he wanted to go against US policy and take out Iranian nuke sites, it would have been done by now. That is not an informed view, either militarily or strategically. He has had a brilliant two weeks while the Biden Administration has been absent and lost, as always. Israel's two weeks are analogous to their achievements in the Six Day War and Yom Kippur, and their leading ally has been purposeless, removed and ignorant. They fight for their lives, we refuse to allow our VP to attend extremely important events at the US Congress and UN.
  24. World peace is not possible when one country is determined to exterminate another. Peace does not result from capitulation. Hundreds of examples of this failure throughout history. Is that another thing that you simply can't get? The Biden Administration's handling of this has been pitiful. VP Harris doesn't show up at a Congressional Netanyahu appearance. Our UN Ambassador does not show up at a Netanyahu appearance. Those are deliberate insults to our best ally in the ME. In the meantime, Israel brilliantly eliminates scores of terrorists who have killed hundreds of US servicemen. Peace? This administration has absolutely no idea how to get to that.
  25. Maybe this is hard for you. Maybe you understand this like Harris, who claims there are no US forces in a war zone. When you have a carrier task force and commercial shipping being shot at scores at times per day, you are in a war status. The carrier task force commander, defending his group, proposed to the the administration that they change the ROE to be allowed to attack the shooters, instead of simply defending against the aggression. Refused. Nobody wants war, but when one side wages it, it has to be responded to, or you get more. What you permit, you promote. Is that hard?
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