Comments by mark94 (page 33)

“I see Mrk advocating for us to lose all of our liberties for the sake of ,,,,,,, exactly what?” Nope, I’m just telling you we’ve already lost our liberty, and describing who will benefit. The game is rigged and Elon figured out how to win. As a consumer, we can either take advantage of the rules, or not. In a fair world, the government wouldn’t put its thumb on the scales and pick winners. But, if the government offers to sell us quality steak at $.98/pound, what choice do we have ?

In the presentation, Elon said the real game changer will be autonomous driving. When that happens, there will be less need for privately owned vehicles, especially in urban areas. More people will use Uber-style services. The economics of transportation will be turned on it’s head. Personally, I think it will 20-30 years before autonomous driving is technically possible. But, it will happen.

It’s a game changer largely because government is forcing the change through subsidies and regulations. Tax credits for EVs. Bans on drilling raising gas prices. Severe emissions limits adding thousands to the cost of an ICE vehicle. The change is coming because government says it will.

In the early days, Tesla was essentially making cars manually. No automation. At that point, they were a joke. They’ve made the transition to a highly automated manufacturing process where scale matters. They’ve also managed their supply chain. And, as Toyota did with ICE vehicles, they’ve used design simplification and constant improvement to lower cost while improving quality. This is not the same company it was three years ago.

I’ve been a Tesla skeptic too, mostly because of the need for rare earth elements, lack of infrastructure, and limits on solar. But, they did a pretty good job of explaining how to address all this. Once production reaches a certain level, electric cars will be cheaper to build and operate than ICE vehicles. The power train is much simpler. And, economies of scale will make Tesla untouchable.

A lot of fawlty towers involved over-the-top comedy that won’t be allowed. This could be very disappointing.

Not to mention, a trillion dollars of loan forgiveness, and a bottomless commitment to Ukraine. All, without even advising Congress.

The most recent monthly PPE is .6%, which is 7.4% on an annual basis. There is rumbling that the Fed will need to raise its target, terminal rate to 6% or even 7% to finally bring down inflation.

With inflation currently at 7%, your “ dropping like a rock” prediction has failed. So, you seem to be focusing on money supply as a proxy for inflation ( it isn’t ). But, yes, sometime in our lifetime inflation will go down and you can proclaim your genius.

I assume you’ve seen Band of Brothers.

Both the following move in and out of streaming. Right now, I don’t think they are available. They are worth waiting for. Life: the lead actor from Band of Brothers plays an ex con, millionaire, Buddhist detective in LA. Well written, well acted, great cast, and a great series finale. Dark Matter: SciFi. A gang of cut throat space bandits become good guys and protect the weak. Sort of Seven Samurai in space.

Ukraine had a network of women who used social media and hookup sites to communicate with Russian soldiers. They gathered intelligence including targeting information. This went on for many months until the Russians caught on.

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Brian’s Song Bang the Drum Slowly North Dallas Forty

From Yahoo Finance The Personal Consumption Expenditures (PCE) price index — the Fed's preferred assessment of how quickly prices are rising across the economy — rose 0.6% in January and 5.4% from last year. On a "core" basis, which strips out volatile food and energy components, prices rose 0.6% for the month and 4.7% from last year. The numbers support recent indications inflation is not falling at the pace and extent investors have been hoping for

I remember reading a story about a Chinese high speed train that crashed, killing many. Within hours, they had buried the train and victims in attempt to cover it up. Believe nothing coming out of China.

Tim Cook at Apple should be panicking right now. If China trade is shut down, Apple ceases to exist.

We clearly need to decouple from China. Since they are the sole manufacturer of so many essential goods, the smart way to decouple is over a period of years while the same capacity is brought back to North America. If the situation in Ukraine forces this decoupling to happen immediately, the entire world economy will be screwed for years.

What is our National interest in Ukraine ? Is it more important than guarding our own borders ? What is our goal ? Exit strategy ? If China sides with Russian, what is our counter move ?