All Forum Posts by: James Hamling

The #1 positive effect it has, that I never hear any talk about, is it improves the US position in global economy and trade positioning. 

How? 

Think of it this way. The US has been providing all this "free security" to ___name_the_nations___ . So those nations don't have to spend the $ and manpower on doing it themself. 

Instead, those nations can spend the $ on things improving there economies, there exports, there whatever that is COMPETING vs US exports or what-not. 

FORCE the nations to pay for there own programs, to provide and fund there own security, forcing them to stand on there own 2 feet vs USING U.S. and U.S. $ to pay for and do the things they don't want to pay for or do..... Yes, those nations have less in other arenas to infill for what they USED the US to do. 

It's like kicking a near 30-something adult child out of your basement. 

Yup, they go kicking and screaming how there just gonna starve. But you know they are 100% capable of taking care of themself, they just don't want to because the free ride was so nice. 

The US has been paying for it's own competition, just in a round about manner. 

Think of it this way. If you own a Burger joint, and across the street is another burger joint, what would happen if you pay 15% of there rent for them? 

What if you paid 15% of the rent for every restaurant on the block? 

Yup, next thing ya know your the most expensive on the street and struggling to sell anything because you can't price it as cheap as they all do. 

STOP paying there rents. When they have to cover there own bills, like magic your selling more, because they can't afford to undercut you anymore. The undercutting you paid for.... 

@Nicholas L. My "Predictions" are: 

- All the Hyperbolic, polarized, tribalist, BS "doom-preaching" to EITHER extreme of the spectrum will very-VERY rapidly get blocked out by mass populace as a whole. Rating for such will plumit and be noticed each time ___ does it, ratings go int he toilet signaling the people just don't want to hear it, ANY of it anymore. 

because the people, we've been through this dance before. So I see people all the wiser this 2nd time around, and far less patient of any/all BS. 

- With that, making for an accelerated pace of just, getting on with the business of living life. 

I see news posts this spring of "oh wow, things are really coming back". And it won't be any real achievement of anyone's other than people just throwing in the towel on the drama of everything and getting on with life. 

- With this air of acceptance of what IS, and moving forward, and seeing mortgage rates not really moving in any direction, brings acceptance of housing opportunity cost. I see home sales significantly ticking up in volume, not because of any great significant anything changing, it's just people accepting the fantasy of some huge housing collapse is not coming and waiting on fantasy is really costing them. People waiting sidelines coming to acceptance of the new landscape and understanding waiting is costing them $ not making them $. 

- The movement of these off sidelines inspires MORE movement off the sidelines. Chicken & the egg effect. 

- SFH starts increase in a nominal manner given concerns in supply chain, although all outlook is for radical shift in Canada/US relations as the incoming Canadian powers are far FAR in greater alignment with US Administration of current thus, breakthroughs are very real potentials and with that we very well may see significant improvements for trade and costs in say lumber, thus empowering building boom. A Black-swan to monitor for.

- If an enduring "fix" is implemented in realm of MFH / Commercial Finance, for example a kind of gov. insurance similar to FHA but for a commercial finance bridge loan to cover the rate disparity and swing it to back end or something like that, something. If such "solution" is effected thus removing prospects of some collapse/calamity in MFH world, great volumes of capitol stockpiled in anticipation for deployment there would need and be seeking anew home, and could fuel a SFH building boom, possibly stock boom, or even race into bonds thus fueling a drop to bond rate.

= In summary = 

I see Americans tuning out the BS noise, letting and trusting the Administration to do there dang job, and we all focus more and more on ours. 

There will be crying and complaining by the "toddlers" as they loose there "binkies" but as all good parents know, ignore it, they simmer down, and next thing there a-ok and doing what there supposed to. 

That means more n more joining as contributors int he economy vs leaching from it. As that % increases in people being active in the economic machine, as efficiency increases, things start compounding improvement in a feedback loop. 

Raising median incomes, lowering fears, and housing of course improving and improving from such. 

Quote from @Peter W.:

Quote from @Daniel Suarez:

Quote from @James Hamling:

Quote from @Steve K.:

Quote from @James Hamling:

Quote from @Steve K.:

Elon is getting $8M per day in tax dollars, while cutting government programs that cost much less than that per year. And he was not elected. The programs he's cutting employ a lot of good people and provide a lot of good services to the country. Has anyone seen the letters that federal employees are getting? These were not written by government employees and are insulting to good people who provide civil services. They say "stop being lazy and find a real job in the private sector". It's absurd and unjust. I know for a fact that Elon is a con man from when I worked in the solar industry, his solar company was a total scam and gave the whole industry a bad name. Trump also has a history of scamming people (Trump University, his charity, all of the contractors he never paid, everyone who got the short end of the stick during his multiple bankruptcies, claiming $70k tax write off per year on his taxes to do his hair, his company was found guilty of fraud, etc.). It's a con job by two of the biggest con artists in history. People are still worried about Hunter's laptop or Hillary's emails when the conspiracy is right in front of us. Like I said earlier, these two will be the world's first Trillionaires while the rest of us suffer.  

Ok, this Trump Derangement Syndrome is way outta control now. How about some FACTS and TRUTH OF CONTEXT for this: 

Yeah, what an Evil Guy Elon and Space-X is charging the US $8m per day for what was $16m+ per day....... 

"HOW DARE YOU SAVE US MONEY ELON!!!!!!!!"

Get out of you propaganda bubble Steve and read some facts. Stop being a tool used by those with nefarious reasons. You’re better than this Steve. You’re smarter and better than this. 

You don’t think Elon is a welfare queen? 
You’ve obviously fallen for the con. I know for a fact Elon is a con man from insider information. Whenever his solar company was about to go bankrupt, he’d launch an “exciting new product that will revolutionize the solar industry”. My friend was the head of the new products division there and Elon would just come up with these random new product ideas the night before a meeting with investors while pulling an all-nighter (on drugs btw) then order my friend to put a big marketing presentation together quickly, literally using Hollywood movie sets and actors pretending to be satisfied customers when the products were completely fake. Stocks would go up after the presentation, all based on lies. The product would never come out or even begin being developed, 100% smoke and mirrors. He does this with Tesla all the time too. Stocks will go down based on missed earnings reports and Elon will just announce some new shiny object that is “coming soon” to pump the stocks.  Like the Optimus Robot that is supposedly autonomous and coming to market next year, but was actually being controlled by humans with remote controls at its launch party. Just to pump the stock up. How much do you want to bet the robot will not be for sale anytime in the near future? The cybertruck and autonomous driving are also examples of products he promised many years before they were ready just to pump stocks. The stock prices of all of his companies have always been out of whack with their P/E ratios because he’s the world’s best conman. Nobody voted for him, and now he’s firing thousands of federal employees.

Wow, Steve, with all love brotha, seriously, your space-cadet way out there man. Come back down to earth with us. 

Seriously Bro, you need a detox. No joke, you need a propaganda detox. 

I suggest like one of those Canadian get-aways where it's awesome fishing, water sports, and no internet or cell reception. 

Just nature, life NO media of any kind at all. 

Look, it is fundamentally impossible for Elon to be any form of a "con-man". He has invented more things than this text box will probably allow for text, I mean that very literally. 

For Tesla he literally invented an entirely new form of manufacturing, including all the machines and tools for that invented manufacturing form.

Space-X is a list of hundreds upon hundreds of inventions. And to boot, he literally posts it all online FREE for anyone/everyone to take and use. 

Con Men do not invent things, more or less hundreds and thousands of things. 

Con Men do not offer open access to the masses. 

Elon said end all EV subsidies, including his. Con Men do not cut off there own e-z $. 

Before Space-X the US was reliant on Russian rockets and the Russian space agency. Did you not know this or just forget that? 

How is it "welfare"? That's the most bizarre spin. 

The US Gov, ie NASA, has contracted to hitch rides on Space-X rockets like a space taxi. Is you paying an Uber Driver "welfare" payments? 

Why do they contract for rides on Space-X vs there own rockets? I literally showed you the numbers. Because it's a TON cheaper. It's more then a 50% DISCOUNT. 

This total disregard for facts, and blind hate because of someone's political affiliation is mentally unhealthy. 

Seriously, get a vacation from all this stuff man, it's making your head soft. Get a detox. I know your smarter than this, I know your smart enough to think it through and think "wtf, that doesn't make sense, that's spin, wtf". But man, they've really got you punch-drunk on the kool-aid. 

Con-man might not be the exact word I’d use, but you’re definitely overhyping his achievements. Yeah, he’s done some impressive things, but let’s not act like he single-handedly invented Tesla or revolutionized every aspect of manufacturing. He invested in an existing company and made it successful, which is great, but that’s not the same as inventing it.

And let’s not forget Twitter lost about 80% of its value since he took over—so, not every move he makes is some galaxy-brain genius play. He’s got a track record of ignoring experts and making technical decisions based more on ego than expertise. The whole "he's open-sourcing everything for the world" thing sounds nice, but in practice, a lot of those ideas haven’t exactly panned out the way he claimed they would.
 

I think calling Tesla an existing business is a bit of a stretch.  It was two guys with an electric go cart before Elon came around.  He was chairman of the board for a while before taking over as CEO, and probably one of the most active chairmen as well (so active that it made more sense for him to become CEO).   What his companies have achieved with him in charge is unthinkably tremendous.

I'd agree that he definitely is not open sourcing everything--I'd probably say he isn't open sourcing anything.  I have secondhand knowledge on how he (spaceX) stole a significant portion of the IP for the Dragon.

"He’s got a track record of ignoring experts and making technical decisions based more on ego intuition than expertise." For better sometimes and for worse sometimes, but fixed.

Like all humans he has his goods and bads but he has accomplished is nothing short of unbelievable. 

Just google it...... 

Quote from @Steve K.:

Quote from @James Hamling:

Quote from @Steve K.:

Elon is getting $8M per day in tax dollars, while cutting government programs that cost much less than that per year. And he was not elected. The programs he's cutting employ a lot of good people and provide a lot of good services to the country. Has anyone seen the letters that federal employees are getting? These were not written by government employees and are insulting to good people who provide civil services. They say "stop being lazy and find a real job in the private sector". It's absurd and unjust. I know for a fact that Elon is a con man from when I worked in the solar industry, his solar company was a total scam and gave the whole industry a bad name. Trump also has a history of scamming people (Trump University, his charity, all of the contractors he never paid, everyone who got the short end of the stick during his multiple bankruptcies, claiming $70k tax write off per year on his taxes to do his hair, his company was found guilty of fraud, etc.). It's a con job by two of the biggest con artists in history. People are still worried about Hunter's laptop or Hillary's emails when the conspiracy is right in front of us. Like I said earlier, these two will be the world's first Trillionaires while the rest of us suffer.  

Ok, this Trump Derangement Syndrome is way outta control now. How about some FACTS and TRUTH OF CONTEXT for this: 

Yeah, what an Evil Guy Elon and Space-X is charging the US $8m per day for what was $16m+ per day....... 

"HOW DARE YOU SAVE US MONEY ELON!!!!!!!!"

Get out of you propaganda bubble Steve and read some facts. Stop being a tool used by those with nefarious reasons. You’re better than this Steve. You’re smarter and better than this. 

You don’t think Elon is a welfare queen? 
You’ve obviously fallen for the con. I know for a fact Elon is a con man from insider information. Whenever his solar company was about to go bankrupt, he’d launch an “exciting new product that will revolutionize the solar industry”. My friend was the head of the new products division there and Elon would just come up with these random new product ideas the night before a meeting with investors while pulling an all-nighter (on drugs btw) then order my friend to put a big marketing presentation together quickly, literally using Hollywood movie sets and actors pretending to be satisfied customers when the products were completely fake. Stocks would go up after the presentation, all based on lies. The product would never come out or even begin being developed, 100% smoke and mirrors. He does this with Tesla all the time too. Stocks will go down based on missed earnings reports and Elon will just announce some new shiny object that is “coming soon” to pump the stocks.  Like the Optimus Robot that is supposedly autonomous and coming to market next year, but was actually being controlled by humans with remote controls at its launch party. Just to pump the stock up. How much do you want to bet the robot will not be for sale anytime in the near future? The cybertruck and autonomous driving are also examples of products he promised many years before they were ready just to pump stocks. The stock prices of all of his companies have always been out of whack with their P/E ratios because he’s the world’s best conman. Nobody voted for him, and now he’s firing thousands of federal employees.

Wow, Steve, with all love brotha, seriously, your space-cadet way out there man. Come back down to earth with us. 

Seriously Bro, you need a detox. No joke, you need a propaganda detox. 

I suggest like one of those Canadian get-aways where it's awesome fishing, water sports, and no internet or cell reception. 

Just nature, life NO media of any kind at all. 

Look, it is fundamentally impossible for Elon to be any form of a "con-man". He has invented more things than this text box will probably allow for text, I mean that very literally. 

For Tesla he literally invented an entirely new form of manufacturing, including all the machines and tools for that invented manufacturing form.

Space-X is a list of hundreds upon hundreds of inventions. And to boot, he literally posts it all online FREE for anyone/everyone to take and use. 

Con Men do not invent things, more or less hundreds and thousands of things. 

Con Men do not offer open access to the masses. 

Elon said end all EV subsidies, including his. Con Men do not cut off there own e-z $. 

Before Space-X the US was reliant on Russian rockets and the Russian space agency. Did you not know this or just forget that? 

How is it "welfare"? That's the most bizarre spin. 

The US Gov, ie NASA, has contracted to hitch rides on Space-X rockets like a space taxi. Is you paying an Uber Driver "welfare" payments? 

Why do they contract for rides on Space-X vs there own rockets? I literally showed you the numbers. Because it's a TON cheaper. It's more then a 50% DISCOUNT. 

This total disregard for facts, and blind hate because of someone's political affiliation is mentally unhealthy. 

Seriously, get a vacation from all this stuff man, it's making your head soft. Get a detox. I know your smarter than this, I know your smart enough to think it through and think "wtf, that doesn't make sense, that's spin, wtf". But man, they've really got you punch-drunk on the kool-aid. 

My biggest let down was not getting a Ford - Tesla JV.

Makes no sense why Tesla why try doing trucks, nor Ford doing EV's. But together, holly-cow, Peanut Butter & Jelly! 

Could have been the F-series Tesla edition's, Mustang Tesla edition's. 

That would have been AWESOME. 

I really can't speak to Elons process. I can't even speak to comprehending the guy. 

Look, I was an investor in Tesla some years back. I sold out. Because I made great $ and things just didn't make sense to me moving forward, I couldn't wrap my head around the things being said, it seemed crazy talk. I would have at least 25X'd if I hadn't exited as/when I did. 

I have repeatedly bet against the guy, to my own detriment. 

I have come to accept things for what they are, regardless of my inability to make sense of them at the time. I mean hell, the results speak for themselves. 

And i really mean that, repeatedly things made no sense what so ever at the time, and later like magic, or a person with a horse-shoe up the rear, it all came together and nails it. It's flippin bizarre. 

So this DOGE thing, I understand half of it. Other half, again, seems bizarre as all heck to me and I can't wrap my head around it. 

But I've learned, I'm wiser. Just because I can't understand it, doesn't make it wrong or dumb. It just means I don't understand. 

I find it comical as average Jane & John Does criticize Trump & Elon as being such "idiots", inferring they know so much better/more then these "idiot" billionaires. 

Well, ok, then where's your Billion? (not saying you specific, I am talking in general)

I mean, if 2 "idiots" can do it, where's yours? If 2 so called "idiots" who are also so called "con's" and what not.... Ok, where is you're billions at? 

Hell, I can't stand Biden Jr. but I give credit where credits due; he's a WAY better coke-head criminal than I ever could be! Lol. (come on let's laugh a bit aye)

Help me understand because I am confused. 

The below is the last 40 years.... Is there supposed to be some "problem" we are looking for in this? Because it looks insanely uniform in up and to the right as any chart I've ever seen. 

So I am confused. Was it said that we would see the issue first show here? Or was it said there is? I am not following. 

Ok, this Trump Derangement Syndrome is way outta control now. How about some FACTS and TRUTH OF CONTEXT for this: 

Yeah, what an Evil Guy Elon and Space-X is charging the US $8m per day for what was $16m+ per day....... 

"HOW DARE YOU SAVE US MONEY ELON!!!!!!!!"

Get out of you propaganda bubble Steve and read some facts. Stop being a tool used by those with nefarious reasons. Your better than this Steve. Your smarter and better than this. 

There is 3 options, Good, Fast, Cheap; a person can choose any 2

- If it's Fast & Cheap it won't be Good

- If it's Good & Cheap it won't be Fast

- If it's Good & Fast it won't be Cheap