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Auto Driller

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Everything posted by Auto Driller

  1. The most surprising thing about the Signal chat was that Elon was apparently excluded.
  2. So you have to visit a Social Security office in person to receive benefits. But they are closing Social Security offices.
  3. Soon the US Treasury will buy Tesla stock directly.
  4. The rule book is full of double standards that favor the offense.
  5. In other words, “we have inventory piling up so fast that we’re ready to lose money on them rather than having them sit on the lot”.
  6. I think it’s impossible to know what the future holds for Ukraine in its relationship with the US. But the fact that Europe is taking its own security seriously is undeniably good. And that helps Ukraine.
  7. US restoring military and intelligence support following the Jeddah meeting. I’m shocked, honestly. How soon before Russia declares they’re completely uninterested in the ceasefire and we’re right back where we started?
  8. Is it too early to say we lost the trade war?
  9. Call me crazy but I actually think they thought the US economy / markets were so strong that only other countries would feel the negative effects of tariffs. I guess they forgot that there’s a ton of foreign money invested in the US (at least there used to be).
  10. Sounds like Little Marco is going to find himself underneath a bus pretty soon.
  11. Setting aside the massively inflated PE ratio for a second - How do you account for the fact that your brand is now so hated that there is a worldwide arson campaign against your assets? Seems like that wouldn’t be good for your valuation.
  12. By the end of this we will have literally no allies besides Israel and Russia (and Russia wants nothing more than for us to cease to exist).
  13. Ironically, Europe actually needs Ukraine. Ukraine has nearly 4M active duty and reserve military personnel and possibly the most advanced unmanned (drone) weaponry programs in the world. They also have, uh, lots of recent experience fighting wars.
  14. We just have to survive the “one time price adjustment” that Secretary Bessent promised us, then everything will be good. In other words - “Inflation is Transitory”
  15. Here is my take on it- Russia and China have never truly been partners. Their historical relationship is competitive, not cooperative. Covertly supporting Moscow’s war effort (while not giving them enough to achieve an actual battlefield victory) was a strategic play to counter US influence. Now that it has become clear that the US is hell-bent on self-immolating, the biggest victory they could achieve would be strengthening their economic and political ties with Europe. If they can present themselves as a stable and sane partner, there’s a lot of money and influence to be gained.
  16. You’re right, but the problem is that eventually you lose control of the narrative when the market decides they can’t trust anything you say. Case in point - another “pause” of Mexican tariffs and “likely pause” of Canadian tariffs drives the market down further. I don’t think that was part of the plan.
  17. The markets fell for the 1-month delay game once. Not anymore.
  18. Europe at this point must know beyond any doubt that they are on their own. The post WWII world order lulled them into a sense of complacency but their people have been fighting wars for many thousands of years. Something tells me they’ll be prepared.
  19. I have no doubt that the outcome of this meeting was planned ahead of time. The goal is to force him out of office as part of a “peace” deal.
  20. This might be the day that Europe finally says “fuck it” and gets directly involved in the war.
  21. WaPo and Politico reporting that federal agencies have been advised that their employees don’t have to comply with the “What did you do last week” email.
  22. I remember him absolutely blowing up a USC WR on a crossing route when he was a freshman. I definitely expected big things out of him. After his shoulder injury he was never the same. He seemed to shy away from contact and eventually gave up on even pursuing the ball carrier.
  23. He was pre-med, no less.
  24. Is there a strategic benefit to resigning other than not being the one who has to carry out the order?
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