gehringer_2

Trump may have fallen out with Tillerson but he apparently still has buddies in big oil.

US is very long on natural gas. But if the Canadians export tax Alberta oil that will definitely hit midwestern refineries hard.

Yup, Ontario Hydro and the utilities in Quebec have been selling low cost hydro from Northern CAN into the US for decades, so the grid is connected all through the Great Lakes/St Lawence basin.

I don't know if the conditions of the 70's could be easily reproduced because the population demographics have shifted so much but you are correct that if the economy tanks, tax receipts will fall so deficits will go up - which means the Fed will either have to print more money to accommodate that (inflation) or tighten to counter weight the fiscal stimulus and make any recession worse. IOW a bad situation all 'round.

well I'll give Trump this, he wanted interest rates to come down and the recession he is engineering will certainly bring them down.

So what the over/under that Musk has lost more on his Tesla stock since it peaked than DOGE has saved the US taxpayer?

Aside from the pure ego thing, which is probably at least 50% of everything he does, to the degree he actually has any thoughts on political economy, he has a long standing belief that US manufacturing has collapsed because of 'unfair trade deals', instead of the real reason, which is the US government's failure to provide a positive manufacturing environment in its now 4 decade long windmill tilt to become a "knowledge and finance" based economy.

My only shot in the dark theory would be that JB has them all playing at a higher energy level - more running, more defending, that you see guys are getting to the line really out of breath. Maybe that's a bigger issue for a guy who's been in the league for a while and is acclimated to less pace.

I guess all those foolish investors just don't understand what a boon those tariffs will be to the Auto industry. S&P is net down since before the election. Even the oligarch's aren't going to like that.

you left out the best one though, Tesla down 6.5%

just because you are big doesn't necessarily mean you have the strength that matches your size. I suppose if we could watch one of his workouts it would tell, but watching him I've just never gotten any impression of power in that body. He's not all that strong on his skates - though better than a couple of years ago, he's not particularly strong against other players at the boards even aside from willingness to hit. You don't even have to clobber guys all over the ice to win the physical battle of a hockey game if you can out power or even out work guys in the one on ones.

in at least one game recently Soderblom did lead the team in hits. That may not be saying a lot for this team. The thing is, even the other team is taking you out of your offense with their physicality, that's no excuse for not pressuring the puck better when they are on O. You aren't going to get checked by the puck carrier.

LOL - you weren't the only one who didn't like the headline, they've already amended it to insert the word "opponent's" in front of "ankles".

Sadly this was another case where Biden made the mistake of thinking he had all the time in the world to practice nuance, when he should have been pedal to the metal starting in 2020, in which case Ukraine might be winning this war by now.

From what I can find, MI may be buying from CA based on price as much as need. Lights in MI may not go out but bills would go up - of course.

there are places where political policy has a direct, non-severable connection to investment policy - for instance what is happening on Tariffs. If you make a statement that you think the outcome of X (political policy) is going to be Y (economic environment outcome), I wouldn't regard that as "too much politics in the investment thread" per se. That kind of statement properly made is not advocacy either way - it's the core of trying to understand/discuss the future probabilities.

they get in the habit of just continually falling back on D instead of pressuring the puck. You can watch 5 minutes of Wings game and see exactly how it's going to go by whether they are pressuring the puck aggressively on defense.

Ha! Didn't someone once say something about eye's of needles or something? 😉

being torched in France is the least of Telsa's problems given the torching it's getting on Wall Street. Pretty much all of the "how good is it for Telsa for Musk to be Trump's boy" post election run up has been wiped out as of today.

why does Trump think Ukraine needs the US to sell it's minerals? The quid pro quo was going the other way, the minerals deal was Ukraine's piece in return for US support. No support, no need for Ukraine to make a minerals deal.

On rereading - the sentence was poorly constructed - I was trying to get to the level of uncertainty about everything in the US 3 yrs out vs the long lead times to do something like plan an Olympics somewhere else if the rest of the world wanted to make the statement.

Undoubtedly. If you grew up in Georgia when Cobb did, the ordinary everyday language that *everyone* used would sound outrageous today. Even in Michigan in the 50's the everyday language was harshly racist, the 'N' word as as common as dirt anywhere you went. Not all those people were racist in any active sense, they were just reflecting the milieu in which they existed. It's an ethical fallacy to charge people of the past for simply living in the culture they found themselves in. To me, if you victimized people - like Jefferson did, then those acts can always be judged by their particular cruelty, or inhumanity.

so is there a penalty in the NBA for flopping? I think it was William who did an oscar worthy performance to draw an offensive foul against Cade. Would that have been reviewable if the Pistons had asked?

I don't think Guantanamo is big enough for all the end-a-sentence-with-a-preposition violators though. Would have to find another place to send them to.

this would be perfect if the games were going to be during his term, but who knows where we are in '28?