This is where we are.

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Milo Maltbie

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Jul 21, 2020
We can’t talk about investments without talking about politics. Soon we won’t be able to talk about anything without talking about politics.

In a healthy democracy politics is something that you need to think about for a few hours every couple of years.

We’re fucked.

mm
 
We unfortunately live in an age where it's impossible to separate the personal from the political. If I was in the market for new skis, what should be an utterly apolitical act, there's just no way to get around the fact that I have significantly less money and the product is significantly more expensive than a week ago - all because of political actions.

Hopefully it won't be like this for ever but sadly I think it will, because of social media and siloed personal media bubbles

I admire and applaud @Harvey's desire to keep this forum apolitical but I think it's ultimately a question of where you draw the line on what is or isn't "political". What other fora sometimes try to do is segregate the overtly political stuff into it's own sub-forum. Maybe that could work?

Anyway, I'd love to see the Market Philosophy thread unlocked. I've been enjoying it for a long time and I apologize for my part in making it explicitly political.
 
Harvey did the right thing. I have had a former forum member come up to me IRL and explain that they don’t post here anymore because he doesn’t feel welcome politically. And it sucks because he is a good dude and had unique ski related material to contribute. There’s no discussing politics without insulting eachother and there’s no segregating to a special section without it spilling over. There are other websites for that- tons of them. Summer is hard enough already. Go do battle someplace else and come back here to post pics of bikes leaning against trees and tractors and stoves sunsets and shit.
 
The problem arises when a group of people give carte blanche to someone to do whatever they want and despite the consequences they oddly defend what wouldn't be tolerated had it been done by anyone else. This is toxic tribalism at an unprecedented level.

As an engineer and problem solver I find tribalism to be incredibly frustrating and exceptionally dangerous.

Capital markets are efficient and forward looking indicators and they price in all available information, past, present and forward looking. Current market pricing views these tariff policies as bad for the future.

So if you defend these tariff actions as good then what is it that the capital markets are missing?
 
come back here to post pics of bikes leaning against trees and tractors and stoves sunsets and shit.
This is where I am. Man versus stump.

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We unfortunately live in an age where it's impossible to separate the personal from the political. If I was in the market for new skis, what should be an utterly apolitical act, there's just no way to get around the fact that I have significantly less money and the product is significantly more expensive than a week ago - all because of political actions.

Hopefully it won't be like this for ever but sadly I think it will, because of social media and siloed personal media bubbles

I admire and applaud @Harvey's desire to keep this forum apolitical but I think it's ultimately a question of where you draw the line on what is or isn't "political". What other fora sometimes try to do is segregate the overtly political stuff into it's own sub-forum. Maybe that could work?

Anyway, I'd love to see the Market Philosophy thread unlocked. I've been enjoying it for a long time and I apologize for my part in making it explicitly political.
Absolutely correct it an unrealistic assumption that you can separate the personal from the political in times when politicians deliberately force debilitating and utterly stupid policies affecting the economic and Healthcare security of most .

History teaches us that Silence is Acquiescence

Sorry if I offended someone's feelings I assumed we as adults could handle reality but then again ....here we are.

This will most likely be Locked too .Sad

C'est la vie ,c'est la Guerre

Warp
The problem arises when a group of people give carte blanche to someone to do whatever they want and despite the consequences they oddly defend what wouldn't be tolerated had it been done by anyone else. This is toxic tribalism at an unprecedented level.

As an engineer and problem solver I find tribalism to be incredibly frustrating and exceptionally dangerous.

Capital markets are efficient and forward looking indicators and they price in all available information, past, present and forward looking. Current market pricing views these tariff policies as bad for the future.

So if you defend these tariff actions as good then what is it that the capital markets are missing?
 
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