cwwc

Lifesaver. Much obliged, davidfstr.

Ugh. Curious tho, is this perhaps more prevalent in fish from areas like the South China Sea vs fish from the North Sea? It would be fascinating to see a comparison.

Very good question - as TSMC ramps of for 5nm production (for both phones and laptops) this could seemingly be more and more vital (especially if any assembly is done in the US because of chip sanctio…

It might not be Pearl Harbor - but it would be more than there is currently (the American Institute in Taiwan, or AIT - a veritable embassy - and a covert military base in the southern city of Tainan)…

Curious, do you have a rough timeframe on when you think this will play out? Just roughly speaking - I don’t have an angle, just haven’t thought of it in this manner before.

> The staff (CBP Officers) at these foreign-based Pre-clearance facilities are U.S. citizens who earn a premium for being stationed overseas and they earn a pretty penny for their duties. Usually t…

Hm. Not sure, that’s an excellent point. It may not be a constraint, but I think it is a massive incentive.

Concurred.

It’s odd how it seems the US is capitalist on the way up, and socialist on the way down (for big co’s and industries - airlines, banks, ect). Good for equity investors. But - Individuals? We’re on our…

There is a secret sauce: pairing a company (Amazon.com) with heavy net operating losses (NoLs) with a very profitable company (AWS). The result? Amazon pays zero taxes and can continually expand. The …

TSLA? Not justifiable from a pure numbers standpoint. But - other tech stocks? Arguably justifiable. Since the risk free rate (treasuries) has cratered, this has altered the DCF calculation that analy…