Tuesday, April 08, 2025

We used to play for Silver

 Now we play for life

One's for sport and one's for bloodAt the point of a knifeNow the die is shakenNow the die must fallThere ain't a winner in this gameWho don't go home with allNot with all... (Hunter-Weir)


This is the fight of our lifetime......this is the fight for the future of our country....I wrongly assumed that everyone understood the premise......or at least everyone in my industry understood what this was really about......and then i found myself on a conference call with some naïve simpletons.....defeatists......crybaby loosers......people were actually arguing that the Administration should immediately drop all tariffs....so that things could go back to normal ........NORMAL ??

what was normal before January 20th ? the truth is that our country was in a death spiral.....since the end of WWII our country has been sold out by both sides of the aisle....the internal fight against American Exceptionalism began shortly after we ended with war in the pacific by dropping some calling cards on Hiroshima and Nagasaki.......driven by guilt or a self loathsome trait, we have propped up every other country on the planet at the expense of our own.....we have been and continue to be raped and ripped off in every trade deal....we have allowed our goods to be tariffed and we have refused to tariff incoming goods.......hey, we're rich....we can afford it......and the thieves of Wall Street hide behind the curtain of free trade.......and then for over a half century their insatiable greed forced publicly traded companies look everywhere else in the world to make their products cheaper and increase their profit margins....NIKE and others moved plants to viet nam , cambodia, thailand etc and paid pennies a day to workers, and raised the prices on their sneakers back home.........one isolated example ?  NO......a trend.....Hoover vacums moved to Mexico ....Big pharma went to Ireland....and on and on......to the point where very little is made at home and because of our unions and the costs of doing business , the products that are made at home cost significantly more......that is a strategic problem.........add in the fact that Washington DC ....both sides....have spent so much money that our debt is unsustainable .......we are a house of smoke and mirrors......we are the make believe Rock Ridge.......behind the facade of the Buildings there is Nothing there......we have, have, have to draw a true line in the sand.....gig in......and force the pendulum to swing back......this may be our last chance........Our enemies and allies look at Americans as being soft....unable or unwilling to engage in the long term battle.......ignore what they say publically...privately they are convinced that we the people will cave......we will toss out Trump and Vance in 3 years......and the Gravy train will start running again.....the good old days of paying for Europes wars in the Ukraine...and singlehandedly financing Nato will be back.......our tariffs will go away while their tariffs remain or even increase.......we will go back to paying enemies to like us..we will return to a foreign policy of appeasement......we will offer financial aid to nations that are thriving, while we drowned in debt.....do you think i am being overly dramatic ?  take a look at the protests on the campus of Columbia University....in broad daylight....under the watchful eye of the school administration; they are calling for the end of Western civilization values....they don't want a library upgrade or to change the school mascott....they want you and me burned at the stake.......wake the F up........it is critical for the future of the Republic that we do NOT cave.......this is not just a passing negotiation to get a slightly better deal....this has to be bigger.....we need to do our part......immediately stop buying anything from China........if you need a product, take the time to research, find and buy products made in the USA........Wall street is tricky, they like to hide the country of origin or us phrases like 100% assembled in the USA.......dig deeper....find the plant.....and only buy American....this may be our last chance.

as for the market.......we talked about this two weeks ago.....this really is the American Liberation......this remains a beautiful buying opportunity.....but even if you do not have the fortitude to BUY MORE like me......whatever you do........DON'T SELL in a down market.....i believe the long term future of America is so bright, we indeed gotta buy shades

2+3=American BEEER


 Gotta get to Tulsa

First train we can rideGot to settle one old scoreAnd one small point of pride...
Ain't no place a man can hide, ShannonKeep him from the sunAin't no bed will give us rest nowYou keep us on the run

Sunday, April 06, 2025

The Cold Blooded Moon

 The captain waits above the celebration

Sending his thoughts to a beloved maid
Whose ebony face is beyond communication
The captain is down but still believing that his love will be repaid  (Dylan)




Dylan sang and warned of the Changing of the guards.....and that is what we have today.

Just a football fields length from where Secretariat set the High Bar for Equine Greatness, Alex Ovechkin sits one goal away from Hockey immortality. The record that was not supposed to be broken in our lifetime has been tied. Today on National TV against the Gilligans Islanders the Great Eight  will etch his likeness on Hockey's Mt Rushmore...........and just as Gordie Howe passed the torch to the Great One.......Gretzky (and the lovely Janet) will hand over the keys to Ovie. 

I remember the night Gretzky broke the record in Los Angeles.......the Rangers were actually in Edmonton playing the Oilers, and they cut away from the game to go back to the studio to give an update and show the Goal.....it was March 23, 1994.......and now 31 years later we get to see it eclipsed a second time...........Congratulations to Alex Ovechkin.

2+3=895 BEEERS

Gentlemen, he said
I don’t need your organization, I’ve shined your shoes
I’ve moved your mountains and marked your cards
But Eden is burning, either brace yourself for elimination
Or else your hearts must have the courage for the changing of the guards

Sunday, March 30, 2025

I glanced into the chamber

where the judges were talking
 

Darkness was everywhere, it smelled like a tomb (Dylan)


sometimes i feel like a broken record....but it's worth repeating....the greatest threat to Democracy lies in the judicial system with activist judges. We have slews of politically appointed judges that do not understand or do not care what their role is. Their role is to interpret the law and rule on disputes , it is not to steer or mold society into their vision of what utopia should look like. There are millions of large scale examples in the pushback against everything and anything the Trump administration tries to do , but i will give you a smaller example to show just how lost these people are. To be clear, i am not opposed to all of their decisions, but just because i like the outcome does not make it right either.

the town of Grants Pass in Oregon is trying to address the homeless encampments that line the cities streets and parks. The town has placed restrictions on where and when a person is allowed to setup a tent and or a makeshift campsite. Reasonable rules for use of public property as decided by the Public.

This case even made its way to the Supreme Court last June and SCOTUS ruled 6-3 that municipalities can enact and enforce rules for sleeping outdoors on public property.......the 3 liberal dingbos argued that this will allow cities to criminalize homelessness ......how so ?   Grants Pass will arrest you for putting up a tent and sleeping on the library steps......and they will arrest me for doing the same thing.......the crime is NOT being homeless .....the crime is camping on public property that is not permitted for camping.

The Supreme Court is the last word, the highest court in the land, the place where arguments are settled once and for all.....but the left only accepts decisions that they agree with....and so a new lawsuit was brought against the town of Grants Pass, this one arguing that the camping ban  discriminates against people with disabilities.........not sure what that argument is all about ......are they saying that people with disabilities can't go to the woods and sb allowed to erect tents on city halls' lawn ?  I question the standing of this lawsuit , i doubt there is a single disabled person in the state of Oregon that sincerely wants to camp out on public land in Grants Pass........BUT....I am sure there are plenty of people in Oregon with disabilities who are being persuaded and even coerced into joining the fight against the big, bad, Orange man and all his flock.

Enter Circuit Judge Sarah Mcglaughlin, probably another self loathsome irish lesbian , revolting against a Daddy that drank too much and so full of herself that she thinks she's gonna change the world for the greater good. She decreed from the Mountain Top that the city must increase capacity at locations the city approves for camping and ensure that the sites are accessible to people with disabilities. (first question, what about a city that has no designated areas for camping ? ) She added that IF the city fails to do so, then they are prohibited from citing, arresting or fining people for camping on public property.

Sounds good......quid pro quo.....this for that...a win win........you want to enforce your rules for camping downtown ?  ok , but you have to build camping facilities for the disabled......sounds like a negotiation or a settlement between 2 sides......but it's certainly not the role of a judge or within her powers to decree such terms.......her role was to decide if the cities policies discriminate against people with disabilities....her role is that of judge......she is not empowered to act as Arbiter. She probably went out that night to the weekly meeting of angry dykes at the local "imported" city winery and patted herself on the back and shared her success with the other militants ....and then watched the WNBA and rooted against the Heterosuxuals.....if they could find any. 


so that's just one little story from the not so great northwest , but i think we can all agree that judges need to reign it in, rule on what is before them and apply the law.......even if it goes against their personal desires, dreams or aspirations for this great nation..........and save the decrees from high on the mountain for universal truths , such as   2+3= BEEER


side note....BC scored with 1:17 left on Friday afternoon and then added an empty netter to beat Bentley 3-1.....but i think they are in trouble today against defending champ Denver University.........2 players worth watching on the Eagles are NY Ranger draft picks Drew Fortescue from Pearl River and Gabe Perrault from Hinsdale, Illinois........both should be on Broadway next October and possibly representing the USA in Milan come the Olympics.


There was little to say, there was no conversation
As I stepped to the stage to pick up my degree
And the locusts sang off in the distance
Yeah, the locusts sang such a sweet melody
Oh, the locusts sang off in the distance
Yeah, the locusts sang and they were singing for me



 

Wednesday, March 26, 2025

A Civil War did then engage

 Twas woman to woman and man to man

Shillelagh law was all the rageAnd a row and a ruction soon began ( The Dubliners)



This Friday at 2:00 p.m. the gloves come off.....on a sheet of ice in downtown Manchester  New Hampshire.........what exactly is a Hampshire ? and what did they do with the old one ?

The Bentley Falcons make their first ever appearance in the NCAA Mens Ice Hockey Tournament , that alone is a great story.....the one time business College in Waltham Mass, now a University with an Athletic program in it's infancy ; has won the Atlantic hockey Division for the first time and advanced to the round of 16.

And who shall they play ?  A rival from nearby Chestnut Hill and the #1 team in the nation......the Big, Bad, Eagles of Boston College.......just 6 miles separates the two campuses , they probably drink in the same gin mills or jockey for a spot at the bar in Cask n Flagon on Redsox opening day.....but that's where the similarities die......BC is loaded with top recruits, NHL prospects and the expectation of a trip to the frozen 4 every year........the hardscrabble Falcons are future investment bankers that have turned a Club Status team from the 70' and 80's into a D1 program just over 25 years ago. 

Yes this will be a civil war.....and although i have family on both sides of the ice , i know the bassist for Bentley......GOOOO FALCONS.........2+3=BEEER






The liquor scattered over TimTim revives, see how he risesTimothy rising from the bedSaid "Whirl your whiskey around like blazesThundering Jesus, do you think I'm dead?"

Friday, March 21, 2025

You hurt the ones

 that I love best and cover up the truth with lies

One day you’ll be in the ditch, flies buzzin’ around your eyes
Blood on your saddle  (Dylan)



oh these silly liberals......not only are they intolerant of anyone and anything that doesn't look, smell, think and breathe exactly like themselves.......they also tend to turn on each other and cannibalize their own base.

Take in point the senseless attacks on Tesla's....Tesla Dealerships and Tesla drivers..........(remember a few years ago when a bunch of us conservatives went to the Anheuser Busch breweries and firebombed them because we were mad about that Tranny spokesperson ??? neither do i. )

anyway the point is the major majority of Tesla drivers are Green New Deal liberals......it makes no sense to attack them......and i tend to think the people that work in the dealerships or the manufacturing plants , the regular everyday Americans that are trying to provide for their families; may take it personally if you put them out of work, burn down their office or even injure of kill their friends and coworkers.

I despise most of the politicians and or talking heads on the left.......and i might boycott their products, or movies or networks......but this is still America.....they have a right to exist, work, live, breathe and believe whatever they want......and i have a right to vote, argue and my Dog has the right to post humorous blogs against them.......if we can't accept and get over these truths....then the 2nd Civil War is coming.

2 under reported but still interesting tidbits about tariffs.....in an effort to avoid the steel and aluminum tariffs, .Century Aluminum is building the first new Smelter on US soil in over 50 years ............helter skelter in a summer swelter, what's a smelter ?   i had to look it up too.....it's an industrial plant used for extracting metals from their ores. they expect construction to generate a few thousand temporary jobs and they plant itself to create 1,000 permanent jobs.... the plant will be located on the Kentucky-Ohio border.

And in NY State of all places.........wine producers in the Finger Lakes are adding staff and increasing production in anticipation of the tariffs on Franch-Italian and other wines and spirits coming into the US........so the country collects a Tariff ....$$WIN.........consumers chose to buy cheaper American made wines, beers and spirits....$$WIN.........and the elitist swine that insist on drinking French Champagne (instead of the champagne of Beers...Miller High Life) they get to pay more for their privilege's..$$WIN

and if wine is too expensive, just remember that 

2+3=BEEEER

or champale

I sure hope Boones Farm Strawberry Hill isn't imported.

 

Someone’s got it in for me, they’re planting stories in the press
Whoever it is I wish they’d cut it out but when they will I can only guess


Thursday, March 20, 2025

False hearted Judges

 dying in the webs that they spin

Only a matter of time ’til night comes steppin’ in (Dylan)


the country voted, the people have spoken, but the elitist judges know better....they are going to unite and resist this groundswell movement.....the Trump Derangement Syndrome is so strong that these judicial gangsters are going to step on the constitution to block, delay or derail the will of the people......whether it be DOGE, US Aid, Voluntary Buyouts for Federal employees or deporting of violent criminals..... these 1% liberal elitist all want to go to the next cocktail party at the Met Gala and pat themselves on the back for Resisting......but this time is different........i firmly believe that Mr Trump will not flinch......thanks to sleepy Joe and the stolen 2020 election; our POTUS was relieved of the burden of facing reelection.....his plans went on hiatus for 4 years but this time he is pedal to the medal for 4 years ....no regard or concern for the meaningless MSM or the AOC -Schumer sound bites.....Pelosi is dead....long live the King.

The Donn has also declared April 2nd as American Liberation Day.......that of course is the day that these beautiful "reciprocal" Tariffs go into effect.......it may mean a cyclone ride for the markets, but it will end well......hold some cash on the side for bargain hunting , as i am sure there will be some down days......but then GET IN...and STAY IN.....ride it out......the summer is going to a glorious skyrocket to new heights......at least that is how i see it.

2+3=BEEER

Friend to the martyr, a friend to the woman of shame
You look into the fiery furnace, see the rich man without any name

Thursday, March 13, 2025

And when Finally the bottom fell out

 I became withdrawn

The only thing I knew how to do
Was to keep on keepin’ on like a bird that flew
Tangled up in blue  (Dylan)

My Opinion ?  this is the bottom for the market........the profit taking from the tech stocks is over.....the obsession with tariffs while ignoring everything else has leveled off, and most importantly ; the recently maligned banking sector was thrown a lifeline yesterday when President Trump named Fed Gov Michelle Bowman as Fed Vice chair for Supervision........once the market fairly digests this information along with inflation flattening out and the train to reduced govt spending is proceeding down the track and has not been derailed ....Musk is finding real corruption that will result in real savings......i think the market will soar.

Trump told us on the campaign about short term pain for long term gain.......he told us he would use tariffs to both raise revenue and ultimately force the EU-Canada-Mexico to lower or drop their tariffs....and that is what he is doing.....he talked to the Irish PM yesterday about how Ireland lowered their Corp Tax Rate at the same time obama was raising ours.....and how Pfizer and Big Pharma all moved to the Emerald Isle..he stressed the need to get that supply chain back on US shores....creating US jobs.......he talked about China building car factories in Mexico and how he would tariff those cars at 200%.........the media hates Trump and is rooting against and actively working against him......but although money may be stubborn....it isn't stupid.........I firmly believe we go up big from this day forward.......and my favorite stock of the past 20 years will lead the way.

JPM is trading at the bargain rate of $228 with an annual dividend of $5...........this is a $300 stock by new years eve.......giddy up.

if you are looking for a cheap way to play the energy sector , my all time stock that i have been holding since the 90's is EPD.........oil & natural gas pipe lines across the Permian basin and the southeast......$33 stock with a div yeild of 7%..........if oil prices drop because of increased supply from the drill baby drill policies....you might want to be aligned with the companies that charge $$ to move the product.....

2+3=BEEER

And I was standin’ on the side of the road
Rain fallin’ on my shoes
Heading out for the East Coast
Lord knows I’ve paid some dues gettin’ through
Tangled up in blue