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happyfunball

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Everything posted by happyfunball

  1. I love the deregulation troupe. I have never seen a company not invest because of regulation. Regulation only impacts speed of investment in my experience. It is next impossible to prove that deregulation is increasing company investment. And of course all execs will cite it as a driver as their incentive is to sell that lie. Regarding tax cuts, it has only stimulating share buy backs and M&A. Even Blackrock despite their spin shows that capex hasn’t really up-ticked on a % basis. See link. https://www.blackrock.com/corporate/literature/whitepaper/bii-global-equity-outlook-june-2018.pdf If I get bored, Bloomberg did analysis on what companies did with the extra cash from tax savings. It was close to 70% - 80% was used for share buybacks, dividends, and M&A. It overwhelming showed that the tax savings effectively had no impact to reinvestment in the company
  2. You are a fucking idiot Interest rates are still at historical lows. The Fed has been overly accommodating which may lead to the next crisis as markets create a bubble. Economy probably would be doing better if Trump wasn’t president given the instability he has inserted into the economy (eg trade war) Normally presidents shouldn’t be credited with the economic performance but trump has been such a destabilizing force that he is a drag on the economy.
  3. Driven by higher consumer spending, inventory build up and lower imports. Only 1 of those can remain strong going in the next Q numbers
  4. Only do the move if they can make the equity life changing imo regarding salary plus equity. Salary shouldn’t matter as much if getting a lot of equity.
  5. The US justice department on Tuesday charged a former GE engineer and a Chinese businessman with allegedly conducting economic espionage and conspiring to steal engine technologies that it said would benefit China. Zheng Xiaoqing, a former engineer employed by GE Power & Water in New York state, was accused of stealing electronic files that contained engine designs and other pieces of engineering-related information related to GE gas and steam turbines. The justice department accused Mr Zheng with emailing that information to Zhang Zhaoxi, a Chinese businessman who was operating as his business partner in China. The indictments are the latest example of the US crackdown on Chinese espionage — a push that has included creating a new China-focused task force called the China Initiative at the justice department. “The indictment alleges a textbook example of the Chinese government’s strategy to rob American companies of their intellectual property and to replicate their products in Chinese factories, enabling Chinese companies to replace the American company first in the Chinese market and later worldwide,” said John Demers, the justice department official who runs the China initiative. https://www.ft.com/content/9cd85566-65fb-11e9-a79d-04f350474d62
  6. Banshee is a shitty Bosche remake and undersexed demographic. The plot is terrible
  7. Makes me think that user is a paid poster
  8. The data shows this is factually inaccurate. Most people have to take out loans because of the lack affordability in college not bad decisions. Even with good decisions, these kids are in debt and can’t progress in life. You are creating a straw man that isn’t the issue. Look up Lambda School for why people are trying to find how to get training for high paying jobs.
  9. She also wants to fix the underlying issue by having all state colleges be free. Omg, it is like she has a comprehensive policy!
  10. vs the 65+ year old vote Psh, about time a candidate addresses the issues of the current working age population
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