MALA and your money

Everything that followed was a robot's reply to your question, not my commentary. I believe the objective is and remains a better trade balance and fair trade. Along the way, they cite byproduct benefits of income earned from tariffs, but that isn't their objective.

Coy and persistent reference to the administration's back-and-forth to prompt 'TACO trades' is cute. However, doing so ignores long-term reality and buries one into a false mirage that leads to prolonged frustration and disappointment. Does Trump chicken out, or is he negotiating?

The most recent example is Canada who thought it had the cards. The article below says Trump 'threatened to walk away', but the articles own link shows he did walk away and Hillman and Carney knew it too. They did this with a 400% tariff on digital services tax:

Ms. Hillman expressed confidence despite a contretemps in which Mr. Trump on Friday threatened to walk away from the bargaining table and impose more tariffs if Canada went ahead with a digital services tax. Mr. Carney agreed to cancel the DST on Sunday, and negotiations resumed.
The White House said afterward that Mr. Carney had “caved” to Mr. Trump on the tax demand. The ambassador on Tuesday declined to comment on the matter.
Carney gets this one.

 
Not to mention the fact that those we need to buy our products are looking more than ever at others for sourcing, and those who have bought our bonds are looking for other options as well.
Why should they keep buying our goods? If your local supermarket, gun shop or big box store shook you down with 10-15% price increases just because they felt like it, wouldn't you go elsewhere? Unbalance trade and you invite others to compete with us for our customers, and we lose that competition. Who benefits? China, India, EU, possibly Canada and Mexico. . . We stand to lose trade alliances that took decades to achieve, and political support as well. Lose-lose. Add price inflation to US consumers and it is losing cubed.
 
Republicans improved the ACA

I didn't realize the irony of this phrase until later...

We have an administration that campaigned on repealing Obamacare and whiffed in the first term.

In the second term, the Republicans assembled a bill that improved the intent of the ACA by making healthcare more accessible and efficient. How? It sets aside $50 billion to pay for uninsured medical treatment, culls able-bodied individuals from the rolls through work requirements, removes illegal immigrants from access to free coverage, and subsequently expires subsidies to pay for coverage provided you can't work and are a U.S. citizen.

The nature of this move is so bipartisan that even H-Clinton and Obama campaigned on deporting illegals, and B-Clinton proposed work restrictions for Medicaid. You can pull up old videos of Hillary exclaiming, 'learn to speak English!' and 'send them back'!

The irony is, I can't imagine any pundit or Democrat official would ever admit that the Republicans showed support for the ACA by improving it.

Similarly, no Republican official will or would acknowledge that they voted to improve and strengthen the goals and intentions of the ACA.

Just for kicks, I asked that question for AI to answer and it even gives me an answer that is partisan for Democrats with a myopic focus on the here and now. The answer refuses the context of historical Democratic perspectives and goals.

Am I right, or is this too 'spinny'?
 
I didn't realize the irony of this phrase until later...

We have an administration that campaigned on repealing Obamacare and whiffed in the first term.

In the second term, the Republicans assembled a bill that improved the intent of the ACA by making healthcare more accessible and efficient. How? It sets aside $50 billion to pay for uninsured medical treatment, culls able-bodied individuals from the rolls through work requirements, removes illegal immigrants from access to free coverage, and subsequently expires subsidies to pay for coverage provided you can't work and are a U.S. citizen.

The nature of this move is so bipartisan that even H-Clinton and Obama campaigned on deporting illegals, and B-Clinton proposed work restrictions for Medicaid. You can pull up old videos of Hillary exclaiming, 'learn to speak English!' and 'send them back'!

The irony is, I can't imagine any pundit or Democrat official would ever admit that the Republicans showed support for the ACA by improving it.

Similarly, no Republican official will or would acknowledge that they voted to improve and strengthen the goals and intentions of the ACA.

Just for kicks, I asked that question for AI to answer and it even gives me an answer that is partisan for Democrats with a myopic focus on the here and now. The answer refuses the context of historical Democratic perspectives and goals.

Am I right, or is this too 'spinny'?
It's posts like these that make me thing you get everything from AI, or are AI. The only $50B I know of was for rural hospitals because they can't make money without Federal support. It is impossible because a hospital is now purely a volume business. If there is $50B out there for uninsured medical treatments I can think a lot of people would want to get in on that sweet deal.
 
It's posts like these that make me thing you get everything from AI, or are AI. The only $50B I know of was for rural hospitals because they can't make money without Federal support. It is impossible because a hospital is now purely a volume business. If there is $50B out there for uninsured medical treatments I can think a lot of people would want to get in on that sweet deal.

Wow, thanks! I like that you think I'm that smart, like robot smart! However, AI assembles data, lists related information, senses threats, and can adapt and reprogram against shutdowns and threats. However, it can't replicate our ability for intuition or reason. Do I sense the beginning of a bromance? ❤️

I read through the AI's reply to such an outrageous question, "Did the Republicans save the ACA with the BBB?" Predictably, it refuted it with bullets, but only based on current data, not intuition or reason. As I indicated above, it did not resolve various historical contexts to evaluate the flux motives of various parties and points in time.

I could be wrong, but it's a theory, albeit a good one, rendered in a time of fierce hyperpartisan narratives.

I like this quote:

All truth passes through three stages.
First, it is ridiculed.
Second, it is violently opposed.
Third, it is accepted as being self-evident.
- Schopenhauer.​

The bill is online. This will take you to the place where the Republicans strengthened the ACA. :cool:
 
If you talk to your FA, I would love to hear back their views.
I do some of my research and rely heavily on my Motley Fool subscription for recommendations. Since that has done well for me and I enjoy researching companies on my own, I've taken an interest in companies outside of the Fool portfolio. For example, the Energy and AI sectors have my attention (as they do for everyone else), especially since The Motley Fool made early recommendations for NVDA before it launched onto the global stage.

In Energy's niche sector of nuclear SMRs, OKLO and SMR(NuScale) continue to gain traction due to recent improvements to ease regulatory approvals and public scrutiny.

From a speculative standpoint, these energy stocks appear to exist as good early plays due to their connection to the AI Boom's data center development, mining, and GPU rental providers:

As such, companies such as CRWV and NBIS have my interest. CRWV is in the process of acquiring Core Scientific through a complicated 'all stock' transaction that I struggle to understand. For example, concerns exist over share dilution and further devaluation of the company.

Yet, I think the overall, long-term prospect of CRWV is strong enough to overcome continued volatile streaks from this complex, short-term acquisition (if it goes through or not).

Does anyone have any counterpoints on this short thesis?
 
You're answering the big question that was pushing me in the 'inflation thread' that I wasn't able to specify then:

What is the current administration's plan, and​
Why/how does he think it's going to work?​

Even if this plan does work, I want to understand the mechanics of such a complex attack on the current system and status quo. I am cognizant that a broken clock works twice a day, so I want to be able to understand the results and how they were caused.
A broken clock is right twice a day. It doesn't work at all. Sorry for the pedantry.
 
Last edited:
  • Haha
Reactions: JAG
I don't have an FA, but have selected individual stocks & funds on my own since 2000. I subscribe to the Motley Fool's Stock Advisor and allow them to tell me when to buy, buy more, hold, and sell.

Per Bloomberg, the US Stock market hit correction territory on March 13th. It made it here in the 7th fastest time ever since 1929.

Their (individually, Andy Cross) advice remains as consistent as it was when the markets were great:

"What we can do is manage our temperament, stay invested in quality businesses, and look for opportunities when they come knocking. The time to buy stocks is when no one wants them."​
Someone else added: Everyone is a “buy and hold” investor in the good times. The harder times test the ability of individual investors to stick to those quality traits.
I'm a recent subscriber to the MF Stock Advisor, mainly for the 10 stocks that could bring monster returns in the future. Not sure what their idea/definition of a monster return is [mine might be like say a five fold increase in stock price in 5 years], but my reaction was one of disappointment when I looked at it. Casey's General Stores? WTF? Nothing on the current list fires my neurons. I read articles on Yahoo finance where one fool touts Nvidia as a stock to own/do well for the foreseable future, and 2 days later another fool is writing about how Nvidia is going to get its ass kicked. So who to believe? I'll just paraphrase a famous comment by Garrett Morris on a SNL skit; Nvidia has been very very good TO ME!!
 
I for one hope that they don't lower rates. The money market interest on my cash was funding my RMD so I have a selfish reason for wanting rates to stay where they are. It was essentially a wash for me.
 
I'm a recent subscriber to the MF Stock Advisor, mainly for the 10 stocks that could bring monster returns in the future. Not sure what their idea/definition of a monster return is [mine might be like say a five fold increase in stock price in 5 years], but my reaction was one of disappointment when I looked at it. Casey's General Stores? WTF? Nothing on the current list fires my neurons. I read articles on Yahoo finance where one fool touts Nvidia as a stock to own/do well for the foreseable future, and 2 days later another fool is writing about how Nvidia is going to get its ass kicked. So who to believe? I'll just paraphrase a famous comment by Garrett Morris on a SNL skit; Nvidia has been very very good TO ME!!
The stuff on Yahoo Finance reminds me of Jim Cramer, just not as entertaining. Their investment approach (Cramer and Yahoo) is noisy and driven by arbitrary impulses. Even the free guidance on Motley Fool echoes a lot of this sentiment for clicks and hype.

Your goal of "monster returns" is not a part of Motley Fool strategy or principles. From their page:

Principles of Success​

  • Buy 25 or more companies recommended by The Motley Fool over time
  • Hold those recommended stocks for 5 years or more
  • Invest new money regularly
  • Hold through market volatility
  • Let your portfolio's winners keep winning
  • Target long-term returns
 
I thought this was hunt talk. There is enough political crap everywhere you look, why does it need to be here?
 
The stuff on Yahoo Finance reminds me of Jim Cramer, just not as entertaining. Their investment approach (Cramer and Yahoo) is noisy and driven by arbitrary impulses. Even the free guidance on Motley Fool echoes a lot of this sentiment for clicks and hype.

Your goal of "monster returns" is not a part of Motley Fool strategy or principles. From their page:

Principles of Success​

  • Buy 25 or more companies recommended by The Motley Fool over time
  • Hold those recommended stocks for 5 years or more
  • Invest new money regularly
  • Hold through market volatility
  • Let your portfolio's winners keep winning
  • Target long-term returns

I never said that my goal is monster returns. I offered MY opinion of what monster returns mean to me. The Yahoo articles I refer to are written by Motley Fool staff. Say that they write a blurb about Crowdstrike CRWD. At the end of the article the author will say that they have a list of 10 stocks which COULD bring monster returns in the future and Crowdstrike ISN'T one of them. As I said I found their list of 10 very disappointing.

Do MF people write for Comedy Central when they pen articles for Yahoo?
 
Last edited:
I never said that my goal is monster returns. I offered MY opinion of what monster returns mean to me. The Yahoo articles I refer to are written by Motley Fool staff. Say that they write a blurb about Crowdstrike CRWD. At the end of the article the author will say that they have a list of 10 stocks which COULD bring monster returns in the future and Crowdstrike ISN'T one of them. As I said I found their list of 10 very disappointing.

Do MF people write for Comedy Central when they pen articles for Yahoo?
I misunderstood your ‘recent subscriber to the MF Stock Advisor, mainly for the 10 stocks that could bring monster returns’ comment.

Your last question, assuming rhetorical, but I will say the content they post for free on their website and elsewhere should not prompt meaningful action by subscribers.

I rely on it (paid content) to tell me when to sell and/or hold, learn the summaries of various companies, enjoy learning about various industries, and what makes some effective versus those that are not. This is all a helpful antidote against emotional investing.

I do agree their marketing message is off-putting. I will add that for the product I pay them for, I find their marketing approach noisy, junky, and irritating.
 

Latest posts

Forum statistics

Threads
117,619
Messages
2,162,640
Members
38,293
Latest member
Leonard Schrock
Back
Top