03-21-2020, 12:19
|
#16
|
Area Commander
Join Date: Jan 2008
Location: USA
Posts: 4,792
|
Extremely unusual and dynamic situation.
Food (grocery not restaurant) cleaning products, paper products, PPE sellers, ammunition sellers — sales numbers must be off the charts for the entire month of March, at least.
__________________
The function of wisdom is to discriminate between good and evil.
Marcus Tullius Cicero
|
tonyz is offline
|
|
03-21-2020, 21:57
|
#17
|
Guerrilla Chief
Join Date: Jan 2005
Location: In the Woods
Posts: 882
|
What was it that Baron Rothschild is credited with saying ---- Buy when there is blood in the streets…..even if it is your blood.
SnT
__________________
Die Gedanken sind frei
Democrats would burn down this country as long as they get to rule over the ashes
The FBI’s credibility was murdered by a sniper on Ruby Ridge; its corpse was burned to ashes outside Waco; soiled in a Delaware PC repair shop;. and buried in the basement of Mar-a-Lago..
Last edited by Surf n Turf; 03-21-2020 at 21:58.
Reason: corrected typo
|
Surf n Turf is offline
|
|
03-21-2020, 22:20
|
#18
|
Area Commander
Join Date: Nov 2005
Location: Cochise Co., AZ
Posts: 6,177
|
Guess who is (or will be) buying . . . the Chinese.
__________________
"Hector Lives!"
"The limits of tyrants are prescribed by the endurance of those whom they oppress." -- Frederick Douglass
"The bigger the government, the smaller the citizen." -- Dennis Prager
"The urge to save humanity is almost always only a false-face for the urge to rule it." --H.L. Mencken
|
PSM is offline
|
|
03-22-2020, 02:42
|
#19
|
Area Commander
Join Date: May 2011
Location: New Zealand
Posts: 1,423
|
Quote:
Originally Posted by frostfire
Thanks to Saudi and Ruskie, Xom rds bp oxy have tanked to lowest since the 90’s!!!
I thought putting buy trigger at ‘08 level was a smart move...
Even pharmacy (w drug shortage) got hammered. The market has gone total irrational
W 10 ye horizon, REIT seems solid
|
Be careful with OXY, there’s a good chance they may be a target of bottom feeders like Chevron after the bad indigestion they are having from the Anadarko acquisition.
Things have certainly started to get nutty.
I reckon we start to see real cash on corporate balance sheets deployed by Xmas.
|
Flagg is offline
|
|
03-22-2020, 07:13
|
#20
|
Quiet Professional
Join Date: Apr 2008
Location: 18 yrs upstate NY, 30 yrs South Florida, 20 yrs Conch Republic, now chasing G-Kids in NOVA & UK
Posts: 11,901
|
Quote:
Originally Posted by PSM
Guess who is (or will be) buying . . . the Chinese.
|
I posted this article a couple of days ago on FB as an information point. It's dated 2014 and discusses the Chinese and their thirst for Italian investments. I offered it as a possible reason for the extremely hight Italian virus numbers.
They are sitting on Bazillions from their World manufacturing dominance. You gots to do something with all that cash..
My concern is that swamp critters the World over, will seak political advantage by driving their countries into some stupid draconian isolationist efforts, to retaliate against the Chinese.
This another article that popped today..
__________________
Go raibh tú leathuair ar Neamh sula mbeadh a fhios ag an diabhal go bhfuil tú marbh
"May you be a half hour in heaven before the devil knows you’re dead"
|
JJ_BPK is offline
|
|
03-22-2020, 08:03
|
#21
|
Quiet Professional
Join Date: Apr 2008
Location: 18 yrs upstate NY, 30 yrs South Florida, 20 yrs Conch Republic, now chasing G-Kids in NOVA & UK
Posts: 11,901
|
More info on the Italian crisis..
Dated Nov 2019 < pre-virus announcement..
Quote:
The Chinese ‘guardians‘ of Italy’s coffee culture
“Chinese bars are everywhere, and the cappuccino is in a state of shock.”
So go the translated lyrics of a slightly xenophobic 2013 Italian pop song by the Milanese duo “Il Genio.” It is about Chinese migrants taking over neighborhood cafes in northern and central Italy.
Six years later and, according to an article in the Italian newspaper Corriere della Sera earlier this month, 11.5% of bars in Milan are run by first- and second-generation migrants from China.
Italy has one of the highest Chinese populations in Europe, with more than 300,000 officially registered and many more living there illegally.
Around 90% of them come from China’s Zhejiang province.
https://www.inkstonenews.com/society...rticle/3039584
|
__________________
Go raibh tú leathuair ar Neamh sula mbeadh a fhios ag an diabhal go bhfuil tú marbh
"May you be a half hour in heaven before the devil knows you’re dead"
|
JJ_BPK is offline
|
|
03-22-2020, 09:54
|
#22
|
Quiet Professional
Join Date: Nov 2012
Location: Harrisburg, PA
Posts: 3,834
|
So, I have been thinking about this Coronavirus thing and that can be a little scary if not outright dangerous! But, here are my thoughts:
1. This is a war and it was initiated by China!
2. As a war, I subscribe to the philosophy of Gen. George Patton, i.e. a simple strategy executed with violence and precision is far better to bring an end to the conflict than a complex strategy
3. Therefore, shut-down the U.S. and if necessary invoke Marshal Law.
4. This is necessary to flatten the infection curve. If we don't our healthcare system will collapse!
5. Ramp up testing to ID positives to be quarantined
6. Accelerate approval of hydroxychloroquine and vaccine and other therapeutics development.
7. Pump massive $s into the economy focused on individuals, small businesses, and critical industries
8. Recover, adjust, and develop economic, fiscal, and monetary policies to correct from 2nd and 3rd order effects from#7
9. Look for unanticipated opportunities i.e. quashing Iran & Russia
10. Take back supply chains, dictate and control trade deals
11. Be prepared to use military force to effect #s 9 &10 This is likely to be required and frankly, I view this as an opportunity to put these bad actors in a box once and for all.
12. Develop a simple long-term plan for managing the new world order, i.e play well with others or sit quietly in the corner until you can.
__________________
Honor Above All Else
Last edited by Trapper John; 03-22-2020 at 10:07.
|
Trapper John is offline
|
|
03-22-2020, 10:35
|
#23
|
Quiet Professional
Join Date: Mar 2011
Location: Just above the flood plain in Southern Texas
Posts: 3,608
|
^^^^looks like a good starting point^^^^
Need to re-elect DJT for starters and flush the socialist swamp creatures out of DC.
__________________
You only live once; live well. Have no regrets when the end happens!
“The only thing necessary for the triumph of evil is for good men to do nothing.” (Sir Edmund Burke)
|
Old Dog New Trick is offline
|
|
03-22-2020, 19:28
|
#24
|
Area Commander
Join Date: Oct 2007
Posts: 3,462
|
TJ, Your position assumes you have time, and are prepared to fight a war of attrition, you lose.
You lose, not just because all your med capability has been outsourced, but because the Chinese may possess a vaccine. They own the pathogen, so it should not be discounted. Also, you’ll deal with multi waves of infection, with an ever-mutating pathogen.
On the off chance that the take over is passively aggressive, you are tossed a carrot to keep your energy up to bury the dead.
But, the Chinese, goal is to take possession without conflict. Warfare is costly. Imo, only one logical option exists, which you must assume the Chinese have considered, and it changes everything. You must be willing to engage the nuclear option and mean it. After all, we are dead any way the virus will gut us. Therefore, MAD is the only out.
We are at war in the 21st century, with all its political correctness.
|
Penn is offline
|
|
03-23-2020, 06:35
|
#25
|
Quiet Professional
Join Date: Nov 2012
Location: Harrisburg, PA
Posts: 3,834
|
Quote:
Originally Posted by Penn
TJ, Your position assumes you have time, and are prepared to fight a war of attrition, you lose.
You lose, not just because all your med capability has been outsourced, but because the Chinese may possess a vaccine. They own the pathogen, so it should not be discounted. Also, you’ll deal with multi waves of infection, with an ever-mutating pathogen.
On the off chance that the take over is passively aggressive, you are tossed a carrot to keep your energy up to bury the dead.
But, the Chinese, goal is to take possession without conflict. Warfare is costly. Imo, only one logical option exists, which you must assume the Chinese have considered, and it changes everything. You must be willing to engage the nuclear option and mean it. After all, we are dead any way the virus will gut us. Therefore, MAD is the only out.
We are at war in the 21st century, with all its political correctness.
|
You'd be correct if Covid-19 mortality rate was higher. The biggest risk is economic collapse. The competition is between flattening the infection curve before the economic slowdown becomes economic collapse. I'm thinking that economic stimulus can provide a window. The other wild-card is development of a therapeutic countermeasure in the short term, not a vaccine. I think that is likely too.
In my scenario we don't need a nuclear option unless or until China pushes that button.
And a second point: I don't think this will be a war of attrition, at least not from our end. This will be an economic war and China just doesn't have the ability to adapt or recover quickly. The risk will be that we push them to the breaking point and they elect a kinetic response. We saw this 75 years ago with Japan.
At the simplest level this will become a war of Capitalism/Entrpreneurialism vs Socialism/central economic planning.
__________________
Honor Above All Else
Last edited by Trapper John; 03-23-2020 at 06:47.
|
Trapper John is offline
|
|
03-23-2020, 11:35
|
#26
|
Quiet Professional
Join Date: Nov 2012
Location: Harrisburg, PA
Posts: 3,834
|
__________________
Honor Above All Else
|
Trapper John is offline
|
|
03-23-2020, 11:42
|
#27
|
Quiet Professional
Join Date: Mar 2011
Location: Just above the flood plain in Southern Texas
Posts: 3,608
|
I know there are other threads for this but -
Baghdad Bob Schumer and Queen of the Libs Nancy P., are really getting my blood pressure high. Anyone else seeing the BS they are supporting to get included in this stimulus package before congress? They want the green new deal, unrestricted bargaining power for unions along with lifetime unemployment pay.
Anyone that believes all the hysteria about the true nature of what’s really going on here smoked the tea leaves and forgot to read them first. Is the virus deadly yes, yes it is, like many times before many people will die from it and many more infected will recover but this time like before (circa 1976 Swine Flu) it has been politicized for a power grab and redistribution of wealth.
__________________
You only live once; live well. Have no regrets when the end happens!
“The only thing necessary for the triumph of evil is for good men to do nothing.” (Sir Edmund Burke)
|
Old Dog New Trick is offline
|
|
03-23-2020, 11:44
|
#28
|
Quiet Professional
Join Date: Mar 2011
Location: Just above the flood plain in Southern Texas
Posts: 3,608
|
Quote:
Originally Posted by Trapper John
|
Can’t open
__________________
You only live once; live well. Have no regrets when the end happens!
“The only thing necessary for the triumph of evil is for good men to do nothing.” (Sir Edmund Burke)
|
Old Dog New Trick is offline
|
|
03-23-2020, 11:45
|
#29
|
Quiet Professional
Join Date: Apr 2008
Location: 18 yrs upstate NY, 30 yrs South Florida, 20 yrs Conch Republic, now chasing G-Kids in NOVA & UK
Posts: 11,901
|
Quote:
Originally Posted by Trapper John
|
TJ,, Link is some sort of email sub-system? Doesn't load..
__________________
Go raibh tú leathuair ar Neamh sula mbeadh a fhios ag an diabhal go bhfuil tú marbh
"May you be a half hour in heaven before the devil knows you’re dead"
|
JJ_BPK is offline
|
|
03-23-2020, 13:55
|
#30
|
Quiet Professional
Join Date: Nov 2012
Location: Harrisburg, PA
Posts: 3,834
|
Sorry! JP Morgan sent this to me and apparently I can't share it
__________________
Honor Above All Else
|
Trapper John is offline
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
Thread Tools |
|
Display Modes |
Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
All times are GMT -6. The time now is 17:59.
|
|
|