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Thread Author wallstreetcappers Post Entries
Midnight1
Midnight1

Two things..

First is the OP is 100% correct, there is nothing erroneous about the original post, it is fact and not fake news or made up or whatever else...there is nothing to refute from the GOP side.

Second is that the public did not get duped, they knew exactly who they were voting for...he was is and will always be a total putz, he is a jerk a schmuck a cheater and a liar...he is the worst president in the history of this country from character and accomplishment. No question. But the issue is that people are flawed, they will vote for someone who represents their personal political position even if that person is a disgusting pig like Trump. Both sides will vote whatever slime is thrown in front of them if they think it will forward their biases and political positions. 

People will rationalize disgusting choices with the "better evil" defense that even though the candidate is pure trash, that trash will back their views and forward their beliefs and is a strike against the "other side".

It also does not help that Clinton is pretty close to as disgusting as Trump, she was a horrible candidate, a really lousy person and for the DEMS to put her as the candidate was questionable for sure. Sanders wins much more smoothly than Clinton did. Clinton won...the vote she won but the flawed electoral college crap she lost.

AlmightyPredict
AlmightyPredict

Cant post tout plays in the main forums, we prefer you do not post them anywhere but for sure not in the main forums.

sundance
sundance
Investments / Herman Cain / View Post

What a joke, if nothing Trump continues with his robot appointees, Cain has no place in being a FED member.

Trump is such a dope.

KBrick84
KBrick84

IGT is the software king but I am unsure if they are in the sports betting software niche. I have not checked but I am also not thinking it is a potential big hit for them anyway. IGT does the fun wacky slots kind of stuff and what kind of sports gambler wants a slick silly layout? I would not be shocked if IGT isnt seeing this as a big play for them long term if at all.

The Wynns or the regionals or the horse tracks that also have betting potential I am not sure what growth this adds to them, what the margins are (not just the betting margins but the cost of operations with that added) and if it really is a growth vehicle either.

wallstreetcappers
wallstreetcappers

Quote Originally Posted by AJLightning:

Still your President!

Superb logic!

an_laugh

wallstreetcappers
wallstreetcappers

The link didnt get into the message, it was from yahoo sports in the golf section. It isnt like anyone with a brain cell didnt already know Trump is a cheat in pretty much every aspect of his life including golf.

wallstreetcappers
wallstreetcappers

 

My favorite part was- 

The cheating is not just to impress pro golfers. Reilly also details stories with ESPN announcer Mike Tirico, LPGA pro  and . In one of the most egregious stories, Tirico remembers hitting one of the best shots of his life squarely onto the green, but when he walked over, the ball was 50 feet away in a bunker.

“Trump’s caddy came up to me and said, ‘You know that shot you hit on the par 5?’” Tirico says. “‘It was about 10 feet from the hole. Trump threw it in the bunker. I watched him do it.’”

wallstreetcappers
wallstreetcappers

sicknesscity,

Keep in mind that the currency rate is relative to another so the comment about printing meaning devaluing isnt as simple as it seems. In theory printing an excess of currency would equate to devaluing because there is more supply than demand and the value of the total basket of currency should go down because there is more of it....but in reality the currency value is always versus another currency. 

Devaluing also can come from a reduction in buying power due to the same reasons I listed above and that is usually called inflation..but the problem is that inflation only comes when there is excess demand for goods and services not just because there is more currency in circulation. I think there has been enormous inflation in the system already but there are some large flaws to how CPI is calculated as it is done by unit cost and not by price per ounce or pound and since corps have been cheating by reducing sizing it masks inflation. There is also some deflation in areas where government subsidies have created a glut of supply (milk is a good example as is grains etc) and so prices are artificially low to support certain industries and that has created deflation...but that has a cost to the taxpayer with the government debt so it really isnt deflation in the bigger picture.

The currency depreciation only happens if the currency in question is valued against a stronger currency and thus is weaker...and usually that happens because of country internals and the level of civil unrest or how strong one economy is relative to another. Some examples are the Lira imploding due to political unrest...the fact that the British pound and the Euro have been 10-30% stronger than the USD for a very long time when its not likely that those economies are THAT much stronger than ours. More goes into the currency value equation than supply, especially since other countries/unions are also printing so it neuters the imbalance of the USD increase.

wallstreetcappers
wallstreetcappers

Quote Originally Posted by SarasotaSlim:

Quote Originally Posted by thirdperson:

Trump is wrong to assume his tax cuts would set up US economy for faster growth over the long term.  Any economic stimulus has dissipated quickly but federal deficit will endure.  US economy is slowing.  Federal reserve forecasts lower 2.1% GDP growth in 2019.
So,Thirdperson ..you saying that President Trump's lower growth 2.1% is twice as much as Obama s 1.075 avg. GDP ...During the years that President Barack Obama has been in office (2009 through 2012), average annual growth in real GDP has been only 1.075 percent. Now if, Obama is responsible for President Trumps first 2+ years of the economy, that means Bush 43 would be responsible for Obama's first two years of the economy...What did Obama do in the middle 4 years to help the growth ..besides enact Obamacare and extend unemployment insurance ? .

So instead of Obama vs Trump/Repub that you love, why not address the real math and economics of what you just posted?

How much should the differential in "growth" cost in your opinion? So even if we go with your exaggerated figures of 1% more in growth (twice sounds good but in reality it is 1%, not a real large double). How much should we spend to get that extra 1% to you?

The FED is supporting Trump's Atlantic City approach to "growth" by racking up debt and hoping that the marginal cost of that debt will be less than the growth you get from that debt...he was wrong with his companies as they went to BK several times and he is wrong about the numbers with government. Just think of what interest costs will be if rates were even REMOTELY close to historic averages. THAT is why Kudlow the clown wants the FED to cut rates to zero again because that will bring down the cost of government interest costs and that will make him and Trump look better and people might ignore the debt total number.

The issue is that Trump was a reckless CEO with his companies and floated debt at enormous rates but that debt was SHORT TERM...government debt is 10 to 30 years and the real interest costs are much much more. The mentality Trump has is wrong for a government where it MIGHT work for certain corporate scenarios.

I doubt you will answer my question because you rarely do, but how much should that marginal economic growth cost to create?

wallstreetcappers
wallstreetcappers

Quote Originally Posted by 165yds:

Big corps for the first time ever gave raises and bonuses for the first time ever.  Also kept many businesses from leaving.  Those cuts have helped the average American more than you think WSC.  Lot of good came from those cuts you never mention and ignore WSC.

So is this equal to the like 10 T we have spent to make it happen? In the face of a pretty calm environment why do we need record government debt and historic low interest rates? 

In reality the beneficiaries of this are the elite and corps, they have been spending record number of monies and debt on buybacks, lets not kid ourselves. So hurrah for a 3% econ growth with out of control spending and debt.

wallstreetcappers
wallstreetcappers

Quote Originally Posted by StumpTownStu:

I will say this. As much as I think trickle down economics is a scam, as much as I think the tax cuts are an affront to +95% of the people, the cuts have lead to job growth. They are not solely responsible for all new jobs, even just all of those in the manufacturing sector, but there are some new jobs that the tax cuts are durectly responsible for. I haven't seen numbers on wage growth to know what, if any, effect the cuts have had on that.

Tax freebies do not stimulate demand and thus supply constraints which lead to hiring. We have been in a FED zone for a solid 4-5 years and even though the job creation is mostly lower to low middle class, it cost the FED several T to get us here, then we give away a T here and there between corp tax cuts and amnesty, I sure as crap hope that something has come from it. 

We are not in a crisis but Trump is spending like we are, I saw today that government spending hit its peak last month which eclipsed the crisis spending...and what do we have to show for it exactly? Wage growth is tepid, there is no wage inflation and outside of corp profit goosing there is no inflation to be seen and why is that moron Kudlow wanting the FED to CUT rates???

wallstreetcappers
wallstreetcappers

I keep looking for stats to show that the freebies we gave to corporations at the expense of current workers and future unborn debt slaves will pay off. They promised us that these freebies will pay for themselves many times over in the short, mid and long term. 

So how are we looking from a government tax claim perspective and how has that reduced our current budget deficit? Since we are in the middle of a FED induced coma we surely would see an enormous impact given that we gave away a T plus to corps and it has to trickle down right?

And what does it mean when long term rates invert lower than short term rates, is that a good economic sign, something out of the Trump business gameplan?

 

 

MoPinkie
MoPinkie
College Basketball / Why? / View Post

They is the issue. They is tout lingo and its always been an issue.

Just post your plays without the they and 10 star and all that routine.

 

sundance
sundance

Articles like this are biased because they are motivated by their own investments. Its like reading zerohedge which is a gold biased, conservative slanted site. You can make a case for most every investment angle, but when you ignore what drives the market then you will lose focus and your money.

Gold is an inflation hedge, there has not been meaningful inflation in a decade or more thus gold has pretty much done nothing in over ten years. Until a shock happens or inflation magically wakes up how can anyone think gold or that useless silver will do anything more than range trade?

bucknuts
bucknuts

Buck,

I have a few comments on HEAR. I think you are looking at things that make it seem like a smart investment but also ignoring other things that maybe show it isnt as much.

Yes it is selling at 1X sales but should it be trading at a large number higher given their low margins and sales growth? Their operating margins are like 16% and with a 4 year period of no growth what multiple does it deserve?

They are paying more in interest expense on that 30M in debt than they are making in operating cash flow. I noticed that they "improved" their numbers not by growing sales this year but by cutting costs in the face of reduced sales. That is a smart thing but it does not support a high multiple or an expansion of multiple.

These guys have been around a long time and I dont see a ton of sizzle here, what are you seeing is a catalyst for growth? I also think your share count is way off...how could they have 14M in shares and just did a 4 for 1 split in the last year? Did they have like 3M shares before that? And in the past they had a 5 for 1...so the numbers are weird. Maybe they play that moronic share buyback game?

I dont see a ton of reason to think it has huge upside due to the lack of sales growth, low operating margin and not really generating strong operating cash flow relative to market cap?

Lippsman
Lippsman

Interesting, I hadnt run into this type of product before, so it connects to a modem with one then has hubs to focus strength to an area vs one central router? 

I noticed on Amazon this one isnt as highly rated as the google one or TP link etc but the price for sure is solid!

Midnight1
Midnight1

How about both of you quit posting to each other if you want to just antagonize. Killer is off to delusion camp with his bizarre Trump comments and Midnight is heavy on the anti-Trump side and it seems both of you are unable to discuss topic without personal attacks..

So any further personal attacks wont be tolerated and maybe you should avoid each other.

bucknuts
bucknuts

Buck,

You know the way to play those commodities and it depends on what you want to do....so anything from futures to ETFs to stock specific to options. All have different risk profiles and approaches.

Good luck tomorrow, I have not purchased any OMER, just something isnt ringing right to me, the way it has been trading since we started talking about it makes me think the market is skeptical and maybe the upside isnt as great as you think even if things go exactly the way they want.

 

Lippsman
Lippsman

So what is the hook on "mesh" that makes it worth that kind of money vs just a decent router for home use?

Midnight1
Midnight1

There are no good sides on this topic...

Cohen is a self serving lawyer who thought being involved with Trump would further his career and wealth, he did things that he should not have and let Trump use him for illegal and immoral actions. Trump is the dirt bag that we all know, the guy is a slimy disgusting pig and anyone who has a few brain cells knows this. 

Trump surrounds himself with people who will do what he says, how he says it and will abuse anyone around him...that is what people with a little ego and a disregard for others does...they abuse and degrade because they can and it makes them feel better.

Trump deserves to get his lumps, he does a dishonor to the office and US citizens, he is an embarrassment and a disgrace, it is pathetic that such a total loser got into this position in the first place and he has permanently soiled an already soiled office in a way never done before. 

I am not going to watch any of this circus but for sure Trump is a dirty disgusting cheat, he has always been and always will be. Today does not do much in the way of changing my opinion on either party.

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