Decisions

I know it’s not before the weekend now, but seeing oil rally into the close for the week definitely makes me think things are looking more fraught, not less.

I’d own a few lottery tickets on anything adjacent to oil that hasn’t yet moved due to market assumptions of this being over quick.

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Assuming this happens, what's the best way to play this in the stock market?

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Anyone making oil substitutes (ethanol, biodiesel, vegetable oil) is going to do well if so. Junior oil stocks would probably moon.

You could use them as wallpaper if it doesn’t work out. Put it up next to your Iraqi dinar room.

I wish the pro leagues would work on quality over quantity and making each venue more interactive and unique. Everything just looks like the same sanitized corporate slop.

Make the Steelers play in something inspired by Bethlehem steel. The NOLA teams should have wrought iron, Mardi Gras, jazz bands, and alligators. The Cowboys should have a halftime bull-riding competition amongst the fans. That sort of stuff would make for a much more entertaining event.

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What would you do with the money if you sold?

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The most important question, IMO. It seems to me that people who sell with no plan for how the money will be reinvested just blow it, eventually.

Even an underperforming asset is better than nothing at all.

Red Wing pecos never let a man down. Just make sure you get the right size and IMO they feel great from day one.

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dangle a bunch of federal funding in front of state agencies if they can demonstrate that it’s somehow worse or more of a threat in their area

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You don’t think these incentives might have been related to the initial development of the viewing of this as a problem?

If it was truly as bad as everyone claimed the herds would have been totally destroyed in the older states by now. As someone stated earlier you would see a long history of documented deaths à la oysters.

Neither has happened.

It’s a scam to suck at the government tit. Anyone scared of this probably wore their COVID mask in the car by themselves.

The only real solutions are massive fiscal austerity by the government (literally never happening until the country collapses) or massive inflation to decrease the debt/GDP.

Guess which one they’re going to choose?

There’s not a stark swing, no matter what some may claim. There are loads of families (mine included) north of what is traditionally claimed as Cajun Country with French heritage and cultural customs/influences. I grew up on both traditional Cajun food and Southern food at home, loads of us celebrate Mardi Gras locally, and some of us even learned a bit of French as kids.

South Louisiana should stop trying to be so derogatory and cliquey and start trying to proselytize. People want to join and contribute. That’s how you grow the culture.

If gold/silver don’t drop back too much their respective miners are eventually going to pop big time. Lots of talking heads also thing energy (especially O&G) is the next big commodity to run. That’s what I’d be looking at.

If the company just kept doing exactly what it does now and nothing else the value it provides is immense. Affordable internet around the world without needing to build/maintain piles of infrastructure like fiber optics or towers? Game changing.

It’s comparable to someone making hover cars widespread and thus crushing the upkeep/maintenance of roads.

Now do I think they’ll have relatively no competition long-term? No. The margins are too huge. We’ve already heard of the Bezos rockets and whatnot, but eventually someone in Japan, China, etc. is going to do this, as well. How long that takes is up for debate, though. It could take them a decade or more.

On the flip side I also don’t expect SpaceX to rest on its laurels, either. I doubt anything else they do will be as revolutionary, but it doesn’t need to be to stay in the pole position.

This is like when Apple came out with the iPhone. It will be improved and reiterated on, but a market leader like this can coast on one amazing idea for a long time.