Investing General Discussion

Foler · 2024-10-01T13:15:51-0400

Sanrith Descartes said:
Markets not puking that much over the Iranian missile attack on Israel right now. I guess it was expected.

Priced in

Jysin · 2024-10-01T13:15:57-0400

Furry said:
.... We'll be in for some fun times if Iran dumps the ocean full of mines like it did in the 80s and even more cargo ships start sinking.

...

An entertaining watch / listen:

Furry · 2024-10-01T13:22:41-0400

Jysin said:
An entertaining watch / listen:

Yea, I'm avoiding a political take or endorsing either side because of where this is. So don't really care about the naval aspect of it.

Just pointing out that a wider war in the middle east could be big bad for the economy.

Jysin · 2024-10-01T13:24:10-0400

You just reminded me of the hilarious vid and I wanted to share it. That's all.

Sanrith Descartes · 2024-10-01T13:31:36-0400

And through all the chaos today, HD quietly green and hitting another new 52-high.

Arden · 2024-10-01T13:32:32-0400

Guess we are getting directly involved

LOL:

Kirun · 2024-10-01T15:46:54-0400

Sanrith Descartes said:
A while back six sigma was all the rage and they pushed minimal inventories and as needed ordering. Lots of companies still follow this so they have bare minimums on hand to ride out a supply chain interruption. Depending on the industry, you might see impacts in a couple of weeks or less.

Six sigma isn't going anywhere. It's foundational to 99% of warehousing now and it has little to do with "as needed" ordering. You can thank the Japs, as they are the ones who basically laid the foundation of those methods with gemba walks.

Furry · 2024-10-01T15:57:15-0400

Arden said:
View attachment 549653

Guess we are getting directly involved

LOL:

View attachment 549655

Why did he order this after all the missiles landed? Lmao.

Burnem Wizfyre · 2024-10-01T18:03:13-0400

Blazin how long do I have to wear this avatar for, I totally forgot every aspect of that bet.

Arden · 2024-10-01T18:04:45-0400

Furry said:
Why did he order this after all the missiles landed? Lmao.

Good question.

A generous explanation is because it was a calculated decision to try and voice support for Israel but still avoid an actual shooting war with Iran. A less-generous explanation is that he was being slow and hesitant.

My guess is that more missiles are coming soon, so it won't matter either way.

Sanrith Descartes · 2024-10-01T19:54:59-0400

T selling its 70% stake in DirecTV for $7.6b. it bought it for $68b in 2015. Between this and the Time Warner fiasco, T set about $150b on fire in less than a decade. That debt will sit on its balance sheet for decades.

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The_Black_Log Foler

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