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dansnaturepictures · 4 years ago

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01/01/2021-Amazing New Year’s day of birdwatching: Part 2-A green and white walk at Lakeside continued and a coastal walk (Ten different photos in this set to those I tweeted tonight)

A follow on from my last blog which I have linked at the bottom:

As the walk continued from seeing the Mute Swan on beach lake up close at Lakeside and taking the first two pictures in this photoset of views I was after just one or maybe two key species to cap off a brilliant walk of birds again with some fantastic species seen. An icing on the cake, cherry on the top type moment. Green Woodpecker or Redwing birds that are often key ones of my Lakeside New Year’s Day walk were two that sprang to mind which I had seen a fair bit of in recent months here. As I walked through the muddy and quite frosty and icy nature reserve area where I took the third, fourth and fifth picture in this photoset in this area, I just stood and watched over the area for a minute before exiting the areas through the gate as people were coming down the central path so to wait to go out and help social distancing. I was delighted when doing this to spot a small brown bird go into a tree, it was a Wren. Our commonest bird, but also one of our most elusive so I feel so lucky when I see them at Lakeside on New Year’s Day walks as I have done for a great number of years in a row now. I saw it quickly then got a good view. This I thought did as that one final addition on the fantastic walk and it was one of my favourite moments of the day seeing an iconic bird.

I did have more Lakeside moments to come though moving on around the bowl area and to the Marbled White meadow area that I nickname in the east of the site, the area shown in the sixth and seventh pictures in this photoset. Having heard one or some at the start of the walk their high pithced and distinctive call echoing over the country park, I really wanted to see a Green Woodpecker and had seen them in these grassy parts of the area late on in a New Year’s Day walk in 2016 and in 2018 and 2020 I saw them early in January by the bowl area so its a reliable spot for them. I saw two quite big birds flying through the trees and sensed these were Green Woodpeckers, waiting as they went behind branches it was a joyful moment to see the bright green body of a Green Woodpecker flying through when one flew into a clearing. A sure but quick view of it, I had seen my second of my thirty favourite bird species in 2021. Things got even more amazing as the pair of birds flew around a bit and showed very well in the meadow area. I got amazing views of this very precious bird for me, some of my best ever at Lakeside or with the species I believe. Getting top chances for photos I tweeted one I took of it on the frosted branches a great takeaway photo and moment from my brilliant first day of the year. It was exceptional to witness such close and top views of this amazing bird species a top early moment of the year for sure. It was good seeing the bracken with frost on here too.

On the way out of Lakeside Chaffinch stayed on my mind a bird I usually see here on New Year’s Day. I knew from the other day they went into trees by the allotment near to the entrance at the north. On the way there I was happy to spot a Dunnock in some trees with a group of Blue Tits always a nice bird to see for the first time in a year early on. Funnily enough like Greenfinch the only time I had see one here on New Year’s Day was 2017. Just as I was right at the entrance to now exit through the gate after coming close to seeing a Chaffinch further back on the walk I saw a bird fly into a tree and sort proclaimed with some euphoria sort of “That’s big, that’s bold, (compared to smaller birds), that’s Chaffinch” as I realised it was the bird. A great one to end an amazing Lakeside walk this year for sure, not too far from where I saw my first of 2020. I ended my Lakeside walk with the second highest amount of birds I had ever seen from home birdwatching and the Lakeside walk or the first bit of my day compared to my previous years, behind 2016 and ahead of 2020.

The Lakeside part of the day was not yet over though as after lunch and processing photos and entering my year ticks onto my new spreadsheet we went for a coastal walk within Hampshire. Due to tier 4 COVID lockdown restrictions which now cover all of the county and the stay at home message that brings currently I as I said in this blog in October: https://dansnaturepictures.tumblr.com/post/633537805171195905/31102020-lymington-and-photos-in-the-garden will be omitting certain locations from my posts about the day and this was one. On our way there as we passed the river by the ford area at Lakeside where I had checked on the walk I spotted a Little Egret which was amazing. Another favourite bird of mine to get as a tick on New Year’s Day and not for the first time, but never at Lakeside something I had always hoped to do as my 2020 showed they can be seen here so this was a little goal achieved. It was a crazy journey thereafter really as I saw my first Buzzard, Jay and Kestrel of the year and all great views the birds of prey more than one. So Little Egret, Buzzard and Jay were as I did last New Year’s Day with the former two and Great Crested Grebe three consecutive favourite bird year ticks on my chronologically ordered list highlighted red. So this was memorable.

Soon into the coastal walk I was delighted to spot another of my favourite birds the Brent Goose with two around and we saw so many of this special bird for Hampshire this afternoon. I took the eighth picture in this photoset of one this afternoon, as we walked around and ticked off a delightful array of coastal wading bird species and ducks from Gadwalls, Avocets to a steady stream of Redshanks flying out to sea. All good birds and so many of them appearing on my year list on a New Year’s Day for the first time as we had been to the coast on New Year’s Days before but not to this type of habitat.

It was amazing to see a Marsh Harrier too we got two separate cracking views of this wonderful raptor the first one at least a female with that cracking golden head which we are in a good bit of form for seeing as such, it really did look so beautiful and was fantastic to watch. Very prolonged views of the bird too emerging as one of the top stars of my New Year’s Day another first seeing one on 1st January. Snipe, Rock Pipit, Song Thrush and Common Gull were among a stock of valuable birds to tick off here too with nice views.

But perhaps the day was defined by what came next as we saw two Kingfishers getting a particularly brilliant view of the first, and then there was a third further on in the walk. Perhaps led here by frozen conditions on lakes and water bodies elsewhere they as tends to happen it was spectacular to watch them dive to hunt for fish in the sea. These were exceptional wildlife moments getting stunning views of this electric bird. Immensely precious birds to be able to spend time with. I felt so honoured to see them today and took the ninth and tenth pictures in this photoset of them. As we walked on after the first two Kingfishers we managed to see a distant Peregrine. This did something very notable for me along with a Shelduck and the others from before as it meant I’ve seen nine of my thirty favourite birds on the first day of the year. I normally see between one and five of these on a New Year’s Day and see the rest as the week and year goes on which I have always been lucky with, so this really smashed it in terms of seeing favourite birds of mine to see nearly a third of my list in a day! This is going to be one of the big takeaways from my opening day of birdwatching of 2021 and a unique point to my year. It sort of feels a bit like last year we had the Portland trip after Lakeside on New Year’s Day in more normal times and all the big names of birds but this year its my favourite birds that have come into the limelight among others of course to really make my New Year’s Day.

And I cannot believe what a New Year’s Day I’ve had! Last year I came into it with the goal of finally beating my 2016 highest ever amount of birds seen on New Year’s Day figure and as I charged in my 2020 wildlife and photography highlights blogs recently I did that and then some beating the figure in 2016 of 38 with 49 birds seen. This year I sort of thought if I could compete with the sort of figures I was getting between 2016 and 2019 after one day, never falling below 35, that would be good with all the restrictions. But with a few key year ticks before the end of the Lakeside walk putting me in a good position I all of a sudden thought today if we do well at the coast I could get near to last year’s. As that walk went on it soon became clear I had a brilliant chance to beat it and I beat it by 11. I can hardly believe that given 2020′s start was so amazing and one of my best birdwatching days ever. But I think the two locations visited today possibly just provided more variety up against last year’s all star cast of top birds. So its an interesting balance between quality and quantity, but I am just so proud to have had two New Year’s Days that had both. It seems the way to get totals like this is to mix the Lakeside habitat with a salt marsh type habitat on the coast for species variety. A very pleasing start to the year of birds for me indeed. I hope you all had a nice day.

Wildlife Sightings Summary: (Lakeside and home) My first of three of my favourite birds the Great Crested Grebe, Green Woodpecker and Little Egret this year, my first Carrion Crow, Starling, Black-headed Gull, Woodpigeon, Magpie, Pied Wagtail, Goldfinch, House Sparrow, Collared Dove, Feral Pigeon, Herring Gull, Jackdaw, Blackbird, Robin, Blue Tit. Long-tailed Tit, Greenfinch, Mute Swan, Mallard, Siskin, Tufted Duck, Great Tit, Moorhen, Coot, Wren, Dunnock and Chaffinch of the year with many of the species seen at home seen at Lakeside on the walk too. (Coastal walk and on the way) My first of six of my favourite birds the Buzzard, Jay, Brent Goose, Shelduck, Kingfisher and Peregrine this year, my first Common Gull, Kestrel, Teal, Canada Goose, Pintail, Avocet, Redshank. Wigeon, Marsh Harrier, Gadwall, Lapwing, Little Grebe, Curlew, Snipe, Dunlin, Oystercatcher, Grey Plover, Cormorant, Song Thrush, Rock Pipit, Shoveler and Pheasant of the year, my first Rabbit of the year my first mammal of 2021, another of my favourite birds the Little Egret, Woodpigeon, Starling, Herring Gull, Black-headed Gills and lots of Carrion Crows.

My first blog today:

https://dansnaturepictures.tumblr.com/post/639146839711662080/010121-amazing-new-years-day-of-birdwatching

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outlanderbooktalk-blog · 5 years ago

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Daily Lines, Posted October 17, 2019

Diana posted three small excerpts from Go Tell The Bees That I Am Gone. What do you think about these small moments she has shared with us?

Excerpt #1

Ian had come in quietly—_like an Indian_, Rachel thought—sometime past midnight, crouching by the bed and blowing softly in her ear to rouse her, lest he startle her and wake Oggy. She’d hastily checked the latter, then swung her feet out of bed and rose to embrace her husband.

“Thee smells of blood,” she whispered. “What has thee killed?”

“A beast,” he whispered back, and cupped her cheek in his palm. “I had to, but I’m no sorry for it.”

She nodded, feeling a sharp stone forming in her throat.

“Will ye come out wi’ me, mo nighean donn? I need help.”

She nodded again, and turned to find the cloak she used for a bedgown. There was a sense of grimness about him, but something else as well, and she couldn’t tell what it was.

She was hoping that he hadn’t brought the body home with the expectation that she would help him bury or hide it, whatever—or whoever—it was, but he had just killed something he considered to be evil and perhaps felt himself pursued.

Excerpt #2

“What was it your Mam said to your Da about this expedition?” Roger rolled up his breeches to mid-thigh, eyeing the wagon-wheel whose rim protruded from the burbling middle of a small creek.

“It’s too deep,” Brianna said, frowning at the rushing brown water. “You’d better take your breeches off. And maybe your shirt, too.”

“That’s what she said? Though she’s likely right about it being too deep…”

Brianna made a small, amused snort. He’d taken off his shoes, stockings, coat, waistcoat and neck cloth, and looked like a man stripped to fight a serious duel.

“The good news is that with a current like that, you won’t get leeches. What she said—or what she quoted herself as having said, which isn’t necessarily the same thing—was:

‘You’re telling me that you mean to turn a perfectly respectable Presbyterian minister into a gun-runner—and send him in a wagon full of dodgy gold to buy a load of guns, in company with your eleven-year-old grandson?’”

“Aye, that’s the bit. I was expecting it to be more fun…” Reluctantly, he shucked his breeks, tossing them onto the shoes and stockings. “Maybe I shouldn’t have brought you and the kids. Germain and I would have had a great adventure by ourselves.”

Excerpt #3

I did wonder just how Roger proposed to follow Captain Cunningham’s act. The congregation had scattered under the trees to take refreshment, but every group I passed was discussing what the Captain had said, with great excitement and absorption—as well they might. The spell of his story remained with me--a sense of wonder and hope.

Bree seemed to be wondering, too; I saw her with Roger, in the shade of a big chinkapin oak, in close discussion. He shook his head, though, smiled, and tugged her cap straight. She’d dressed her part, as a modest minister’s wife, and smoothed her skirt and bodice.

“Two months, and she’ll be comin’ to kirk in buckskins,” Jamie said, following the direction of my gaze.

“What odds?” I inquired.

“Three to one. Ye want to wager, Sassenach?”

“Gambling on Sunday? You’re going straight to hell, Jamie Fraser.”

“I dinna mind. Ye’ll be there afore me. Askin’ me the odds, forbye… Besides, going to church three times in one day must at least get ye a few days off Purgatory.”

I nodded.

“Ready for Round Two?”

Roger kissed Brianna, and strode out of the shade into the sunlit day, tall, dark and handsome in his best black—well, his only black suit. He came toward us, Bree on his heels, and I saw several people in the nearby groups notice this, and begin to put away their bits of bread and cheese and beer, to retire behind bushes for a private moment, and to tidy up children who’d come undone.

I sketched a salute as Roger came up to us.

“Over the top?”

“Geronimo,” he replied briefly and with a visible squaring of the shoulders, turned to greet his flock and usher them inside.

#outlander #outlander book talk #outlander books #diana gabaldon #daily lines #go tell the bees that i am gone #jamie fraser #claire beauchamp #roger mackenzie #brianna mackenzie #ian murray #rachel murray #obt

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valuentumbrian · 4 years ago

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ALERT: Bull Raids, Short Squeezes and Highly Unusual Market Activity

We are putting short investors on high alert!

By Brian Nelson, CFA

In late 2018, Valuentum published Value Trap, a book that warned to all that would heed its warning that a collapse in the traditional quant value factor was coming and that excessive volatility in the markets caused by price-agnostic trading--or those that aren’t paying attention to fair value estimate calculations--would only build and build to eventually reach extreme and irrational levels. The book, while hugely successful winning award after award, was largely ignored by the media, despite our best efforts to get the word out. Now, the chickens are coming home to roost.

Image Shown: The book Value Trap warned about the impending collapse of the value factor, and during 2020, the value factor registered its worst performance in history. We continue to believe large cap growth is underpriced. Image Source: Bloomberg.

As you are aware (and probably tired of hearing by now), the “value factor” had its worst showing in history during 2020, as predicted, and while broader market indices continue to reflect somewhat reasonable levels of volatility (following the excessive levels during the COVID-19 crash), we’re now starting to see the type of volatility on individual names that we think will only grow in number to eventually become large enough to impact broader market indices in time. Our “Call to Action” in Value Trap remains, and we encourage regulators to promote the application of active management (and enterprise valuation) via policy regulations that limit dangerous vehicles in a bid to ensure market integrity and stability for posterity. Indexing is a wolf in sheep’s clothing, and its bite will leave deep scars in the financial system if not curbed.

To the layman, if you’re a believer in climate change and how this generation is harming the future, it’s far worse what is happening in finance today. Pollution is everywhere. With just ~10% of all trading based on discretionary fundamental fair value analysis, with indexing and quant trading increasing (momentum and trend following algorithms), with mis-education at all-time highs given the documented failures of perceived “truths” in quant finance, future generations may be left with a complete and absolute mess of a financial and market system if we don’t get back to enterprise valuation. Instructors: Teach your students well – teach them enterprise valuation. Make Value Trap required reading.

Gordon Gekko is wrong: Greed is not good. Brokers selling index funds pointing to failed modern portfolio theory as justification and quants running sophisticated algorithms based on short-cut multiple analysis and impractical data will only grow to be a recipe for disaster. Were it not for the swift action of the Fed/Treasury during the depths of the COVID-19 crisis, the financial system would have already witnessed its doom. Many stocks in indexes would have gone to zero, driving underperformance of traditional indexes relative to active management of mammoth proportions, all but securing the demise of Bogle’s folly. Far too many investors are not paying attention to the intrinsic worth of their assets--and counting on the Fed/Treasury to bail out indexers (not active managers) time and time again with tax-payer money is no plan for longevity. Indexing is not free or inexpensive; it has cost the tax payers hundreds of billions, maybe trillions.

We witnessed but a glimpse of irrational market activity and extreme levels of volatility earlier this year. On March 25, 2020, the SEC halted trading in shares of Zoom Technologies (ZOOM) because many were confusing its ticker symbol with a similarly named NASDAQ-listed company, Zoom Video Communications (ZM). More recently, a January 7th tweet by Tesla CEO Elon Musk saying nothing more than “Use Signal” sent shares of the stock Signal Advance (SIGL) over 400%+ higher. The only problem is that Musk was talking about a messaging app called Signal that rivals Facebook’s (FB) Messenger and Apple’s (AAPL) messaging service, not the company listed under the ticker SIGL. Traders may have been engaging in pump-and-dump schemes using misinformation as the tool, as Signal Advance now trades for ~$5.50, down from its irrational high of ~$38 per share.

Image Shown: Shares of Signal Advance (SIGL), a company that uses signal technologies in biomedicine and other areas, shot up aggressively on a tweet from Elon Musk saying to use a completely unrelated messaging app called Signal. Image Source: Yahoo, Twitter.

These are not one-off events. In the early months of 2020, irrational speculation also reached a precipice in the stocks of bankrupt and near-bankrupt companies, as speculators in the popular Robinhood app whipsawed prices of Hertz (HTZ), Whiting Petroleum (WLL), GNC (GNC), and Chesapeake Energy (CHKAQ) around. On June 8, 2020, for example, Hertz’s and Whiting Petroleum’s shares, while still lower significantly on the year, closed approximately 10-fold higher from prices around the time of their respective bankruptcy filings during this mania.

Then there was Hong-Kong listed ArtGo Holdings. The marble-stone miner’s share price ran up 3,800%, nearly 40-fold, during 2019, with the majority coming on news that MSCI would add the stock to its suite of indexes. However, just a couple weeks after the announcement, on November 21, 2019, MSCI pulled a U-turn, saying it would not add the stock to its indexes. The news sent shares of ArtGo Holdings tumbling 98% that Thursday morning, wiping clean an incredible $5.7 billion of market value. The markets are showing signs that the price-discovery mechanism is breaking down, and indexing is not an innocent bystander.

Image Shown: Shares of GameStop have been on an irrationally wild ride recently driven by what looks to have been an orchestrated and highly unethical (and perhaps illegal) short squeeze on the stock. According to some reports, during the pre-market session January 25, GameStop’s shares were up ~80%, and turned red during the trading session, with no fundamental news.

Recent “bull raids,” or aggressive and orchestrated “short squeezes” on stocks, have been the most prominent evidence of excessive volatility and irrational market behavior driven by Reddit WallStreetBets users and Robinhood traders, only exacerbated by price-agnostic trading from traditional quant algorithms. With a short interest of ~150%, GameStop’s (GME) shares, for example, went from a 52-week low of $2.57 in March 2020 to a 52-week high of $159.18 in January, and are now trading at ~$70-$80 per share at the time of this writing--still far above what may be considered to be a fair value estimate of the equity.

There are other instances, too. Other heavily shorted stocks including Express (EXPR), Macerich (MAC), Bed Bath & Beyond (BBBY), and AMC Entertainment (AMC) have been tools of trading madness in recent weeks. At the time of this writing, Express’ shares are up over 90%, Macerich’s are up 16%, Bed Bath & Beyond are up over 8%, and AMC’s are up over 28% -- all on no news other than they are companies with heavy short interest. As with the “fad” of investing in bankrupt companies earlier in 2020, it seems like the trading sharks are circling heavily-shorted names to drive aggressive short-squeezes, often in conjunction with the application of deep out of the money call options.

We’re paying close attention to these dynamics as we monitor our short idea considerations in the Exclusive publication. We’ve put up some tremendous success rates when it comes to short ideas—through October 2020, the success rate for short idea considerations was 92.3% over 52 ideas spanning 52 months--but we’re writing today in part to put our readers on high alert when it comes to short investing. Though we still like our latest two short idea considerations, DoorDash (DASH) and Palantir (PLTR), they have moved against us since we highlighted them. Palantir was up 25% on nothing more than news of a Demo Day. Our thesis on these ideas hasn’t changed, but the market’s behavior certainly has. For short investors, caution is the order of today.

Concluding Thoughts

We believe a fair value estimate on the S&P 500 (SPY) is 3,530-3,920, and with the S&P 500 trading at ~3,825 at the time of this writing, the markets are fairly valued based on common-sense metrics. You can read about how we value the market in our 2020 recap here. We maintain our view that the areas of big cap tech, large cap growth, and the NASDAQ are attractive, and we continue to point to Facebook (FB) and Alphabet (GOOG) as two of the most undervalued stocks on the market. Large cap growth (SCHG) has outperformed small cap value (IWN) roughly 60 percentage points since the beginning of 2019, or about the time that Value Trap was published. Best Ideas Newsletter holding Korn/Ferry (KFY) is one of the biggest fundamental mispricings we see at the moment.

That said, even though markets are fairly priced and we think certain areas offer bargains, systemic risks are increasing as price-agnostic trading in the likes of quant and indexing has now been augmented by trading from Reddit platforms such as WallStreetBets and Robinhood traders looking to make a big score in the market. We’re still playing it cool, and nothing should be surprising to our readers. We called almost every step of the way in 2020, and extreme and irrational levels of volatility are the next chapter in the book Value Trap. The markets won’t get completely out of whack for years yet, however, and we hope Value Trap, in raising awareness of the pitfalls of the ways of indexing and quant investors, will make it so the path to financial destruction will never materialize.

We’re available for any questions.

Most Shorted Stocks, short interest as a % of float: GME, FIZZ, DDS, MAC, BBBY, LGND, AMCX, SRG, GOGO, SPWR, AXDX

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Valuentum members have access to our 16-page stock reports, Valuentum Buying Index ratings, Dividend Cushion ratios, fair value estimates and ranges, dividend reports and more. Not a member? Subscribe today. The first 14 days are free.

Brian Nelson owns the SPY, SCHG, DIA, QQQ, VOT, and IWM. Some of the other companies written about in this article may be included in Valuentum's simulated newsletter portfolios. Contact Valuentum for more information about its editorial policies.

#$GME #$FIZZ #$DDS #$MAC #$BBBY #$LGND #$AMCX #$SRG #$GOGO #$SPWR #$AXDX

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thesevillereport · 4 years ago

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In Focus: Investing in Q4

Q4 2020

Typically investors and analysts have a lot to look forward to in the fourth quarter of the year. Halloween, Thanksgiving, Black Friday, and Christmas all force consumers to buy and buy a lot. The figures reported back from retailers during a typical fourth quarter plays a big part in determining the financial health of the U.S. consumer, which sets off a bullish or bearish analysis for the following year.

But What Can Investors Expect in Q4 2020?

It's a difficult call in Q4 2020, more difficult than it's been in recent years. The stock markets recovery off of the March 2020 lows following the nationwide shelter in place orders has some investors believing the economy is back. Other investors point to the tough economic conditions outside of Wall Street that could cause this massive stock market rally to collapse or at least fall in line with what's happening with the rest of the economy.

If we look to the past for answers, we'll find that the S&P 500 has put in modest gains during the past five Q4s with one major drop. In 2019 the S&P capped an already impressive year with an ~8.2% gain in the fourth quarter. In 2018 the markets suffered a massive selloff and lost ~14.3% in the fourth quarter. In 2017 the S&P 500 registered a ~6% gain during the fourth quarter, Bitcoin registered a 209% gain during the same timeframe. In 2016 the S&P 500 gained ~4.0% and in 2015 the market gained ~6.4%.

The trend of the past five years points to the markets logging a few more points of gains to close out 2020, and so far the markets have moved up in October following the selloff in September.

Where the Rubber Meets the Road

Q4 has kicked off with several events that investors had been waiting on, Amazon's (AMZN) Prime Day and the announcement of Apple's (AAPL) iPhone 12 with 5G.

Prime Day, which usually occurs during the summer was pushed out due to issues related to the coronavirus pandemic. Taking place on October 13 and 14, Amazon reported that small and medium sized businesses hauled in over $3.5 billion in sales during the Prime Days, nearly a 60% increase year-over-year. This was a big win for investors and analysts who believe the economy is back and the economic recovery is strong.

Apple announced its iPhone 12 with 5G. The company accurately read the room and announced 5G models of the iPhone in a variety of price ranges. The rally in the Apple stock price that dates back to 2019 was heavily influenced by the company's anticipated 5G offering. But when the pandemic hit and job losses soared a few investors questioned will consumers make a $1,000 cell phone purchase a priority?

Bullish analysts are banking on consumers rushing to the Apple store to buy their new iPhone 12 as well as consumers continuing to ring the cash register at Amazon, actions that would justify Apple's over valued stock price and the overvalued stock market as a whole.

I've stated since the summer that things are not good, and that investors shouldn't let the rising market lull them into a feeling that the economy is back.

The market's rally off of it's 2020 lows were heavily assisted by stimulus, and the back half of the rally was based on anticipation of future stimulus. We're a few weeks away from the election and there is no new stimulus in sight.

The airlines are letting go of their employees after doing their best during the pandemic to cut expenses and save jobs, but the rubber has met the road and there isn't much they can do without more welfare from Washington.

Small businesses that can't digitize their services continue to struggle amid the stock markets recovery. According to Small Business Statistics, small business employs 47% of the private labor force in the U.S,. and data from Opportunity Insights reveals that small business revenue is down 23% from where it was in January 2020.

Opportunity Insights also points to data that indicates the recession has ended for high wage earners, those making over $60,000 per year, but for workers making less than $27,000 a year, employment is still down 18% from where it was in February.

These aren't good signs, but this isn't what Wall Street looks at. 30 minutes spent watching CNBC and what you'll find is analysts speaking about their peers, as if their peers, Wall Street execs and big tech employees are the economy. It's likely that an analyst for a big bank, secure in their job and bringing in $80,000 a year will drop $1,000 on the new iPhone, and rack up on Cyber Monday but that isn't everyone.

Oftentimes, analysts and those people that predict a robust economic recovery think all Americans work for a FAANG company or Zoom (ZM). They often forget about the young adults in the early stages of their work lives like the waiters and waitresses, the fast-food workers, and grocery store employees. COVID-19, and how we handle it or mishandle it has a huge impact on the lives of these workers and their employers. These workers can't use Zoom to get business done or log in from anywhere. The stock markets recovery from March has taken place without consideration for these lower wage workers and the small businesses that employ them.

Proceed with Caution

Billionaire investor and co-founder of Oaktree Capital Howard Marks gave a grim outlook for the economy. "...This down-cycle cannot be fully cured merely through the application of economic stimulus, rather, the root cause has to be repaired, and that means the disease has to be brought under control."

Marks' statement comes as coronavirus cases are on the rise again in the U.S. and across the globe. Some places in Europe are back to putting restrictions in place to slow the spread of the virus.

How Q4 2020 shakes out will be an interesting moment in economic history. Will consumers treat 2020 like any other year and go all out for Halloween, Thanksgiving, Black Friday, and Christmas or will we see less spending by consumers trying to financially maneuver the pandemic until we get a vaccine?

Investors should proceed with caution in Q4. The markets have been resilient, but a conservative consumer in Q4 could be what kicks off a market sell off and a re-evaluation of company valuations to the downside.

#Stocks #Investing #Money #Airlines #Apple #Amazon #Employment #Small Business #Investment Education #Financial Education #Money Education #Stock Market #Black Friday #Holiday Shopping #US Economy

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manjuhitorie · 5 years ago

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Hitori-Escape Tour 2019, they're at the halfway point, so time to post reports!

消せます！

Disclaimer: These were all pilfered, ransacked, polished and ravished from my JP Twitter mutuals,,,, Who are all such kind souls,, Not only have they used their memory skills to seed Rie's words, but they even bothered to share the concert's happenings with the world wide web, AND they have urged me forward to keep on translating them... So I'll take the liberty to post them organized here... When you pass by any JP Rie fans on twitter, click hearts...💘 Shinoda’s name is shortened to SND, ygarshy’s to yg(a), and Yumao to Yu(ma) throughout...!

1 Hitorie's Hitori-Escape Tour, 9/3/2019 at Takutaku in Kyoto! Report!

Yumao's tweet "Our tour starts today! I have cut my hair too short."

The first show, the first step….

SND looked back at both of the members to say “Let’s do our best guys.” Yg nodded back. Yuma started it up…

●SND played FAST guitar while singing, yg howled out harmonies on [a] chorus. Yu snickered at one of SND's slips.

SND used Leader’s jaguar on a [very very special song].

They did their best…

●SND “Its hoooot... We always came to Takutaku in the winter so now I’m experiencing Takutaku in it's true form.... Can I take a drink break, fwaaaaah, it's hot y'know? I'm even properly hydrated y'know? This water is gonna churn in my stomach, gehh I feel sick....”

SND: "RAISE THE AIR CONDITIONING!!!!!!!!!! I DON’T GIVE A DAMN IF ALL OF THE POWER IN KYOTO GOES OUT!!!!!! GIVE TAKUTAKU ALL THE ELECTRICITY!!!!!!!!!! LIKE IT'S OPERATION YASHIMA!!!! (*In reference to the wonderful Evangelion episode: https://evangelion.fandom.com/wiki/Episode:06).

●Shinoda’s band introduction was “On bass ygarshy, on drums Yumao, and on guitar and vocals is I Shinoda. Music and lyrics brought to you by wowaka.”

●SND “Umm…We have merch…But the towels? T-shirts? They all sold out… No seriously I’m just…. We really did bring a hefty load of stock…Thank you all… Also what else sold out?” Crowd “The cap! Pens! DVD! Pouch!!” Shinoda “‘OK, whatever..... Thank you…’” ←That is exact verbatim, SND spoke in English. All that Netflix watching is showing.

●SND “By the way ygarshy, did you know they’ve stopped selling HimoQ?" yg: ....... >>>*BWOON*<<< *responds with only the sound of his bass* *HimoQ is an old school gummy candy by the brand Meiji, and-

--yg turned away with a smile that couldn’t be concealed. While behind them Yumao was playing his drums while just repeating “HimoQ.... HimoQ..... Why HimoQ...”

●Lastly there were also many reports on people being showered on by SND’s sweat. Stay hydrated please sensei

●Nishimaki Taichi their cameraman’s comment: I was drenched in the sweat of Takutaku’s splintering heat until just a minute ago, yet now that I’m almost back home, this whole day feels like it could’ve been a dream. Lol

This is the start of a fabulous new year.

●Shinoda’s comment My ears are still pulsing,,, Takutaku of Kyoto, thank you so much. I’m glad I was able to come and be a part of your 45th anniversary, I’m happy I was able to see everybody’s faces. The journey begins. We’ll be in Okayama tomorrow, hope to see you there.

●The setlists I won’t repeat, just to avoid spoilers for any possible goers!

2 Hitorie's Hitori-Escape Tour, 9/4/2019 at CRAZYMAMA 2nd Room in Okayama! Report!

All members have interactions, I'm relieved..

●SND “Yesterday was so hot I thought I was going to puke, I’d only ever been to Takutaku in the winter not the summer… I came to Crazymama today shaking in fear but… Air conditioning is the BEST! The number one necessity for any venue is!!!! heavy-duty!!!! Air-conditioning!!!!!”

●As soon as SND started talking about yesterday, Yumao dashed up front in a rush to talk. He asked to borrow SND’s mic so he could join in on the MC,

The way they were standing next to each other got them called out for looking like a stand-up comedy duo.

●Yu “Yesterday I mouthed the words ‘Were concerts always this painful?’ to ygarsh 5 whole times and he didn’t understand me,” SND “Well of course not (laughing).” Afterwards when Yu did ask him, ygarsh responded with "They aren’t." Yu thought he was the only one dying, ah sweet relief~, he says.

●Yesterday did Yuma really get exhausted enough to collapse against the wall? Did SND slide atop speakers to then stick the landing, singing with his knees against the floor? It's out there...

●Yu and SND bickered with each other over who watches more Netflix. (They both praised the Netflix show The Naked Director etc. on Twitter recently also).

●SND “By the way ygarshy did you know that cicadas actually live longer than 1 week?”

ygarsh “BWOON♪”

(Cicada’s having only a life span of one week is a common myth in Japan. Also this interaction mimics yesterday, is SND subtly taunting yg in new ways the new staple for the Mannequin intro? Amen.)

●SND tweet: "Thank you Okayama, after doing 2 concerts in row, I see that I really am capable of singing. We'll be back,, until then,,"

●Katou Haruhisa, the founder of LUCK'A Inc. who’s produced Rie’s merch for so many tours, QRTed today's official backstage photo and strutted with pride: "They're all wearing great shirts lol #I made this"

3 Hitorie's Hitori-Escape Tour, 9/12/2019 at the five morika in Iwate prefecture! Report!

Yumao's tweet "Tomorrow is Morioka. The next day is Sendai. I hope to see you there!"

●In a small box with but a platform as the stage and a metal bar between the rockstars and the crowd, what happens if a SND sizzles up and sits down on the bar, gets up and gets down on the floor? FAN SERVICE. LOTS OF FAN SERVICE, THAT'S WHAT. SND was poked by fans, clapped by fan, had his head pet by a fan…. Amazing..

●SND praised the drama "Methanol” he watched on Amazon Prime. ●SND blessed the cool air of Morioka and rebuked the weather up in Tokyo. "I've still been walking around in shorts and sandals." *Looks down and checks himself out* "I ate such a ridiculous amount of grilled meat yesterday, I'm worried about my figure" "We all ate a ridiculous amount"

●SND "By the way ygarshy did you know that honeybees' body temperature can go up to 50 degrees celsius?"

　yg "....*BWOOON*" (goes into bass intro)

(The series...It's certain.. last time it was SND's provocative tidbits about a snack discontinuing.. then long-living cicadas, now..this.)

4 Hitorie's Hitori-Escape Tour, 9/13/2019 at Sendai darwin in Miyagi prefecture! Report!

●All the effects smoke made Yumao, in the back of the stage, look like a mirage... Yumao got up and called himself a mirage... Yumirage bamboozle... From there the crowd was riled up into cheering: “Yumao~ Yumao~ You’re so cute Yumao~”

Yuma kept posing and hugging his hands against his chest* “Thank you...” SND “You pretty boy...” Yuma “I'm snatched everybody... My wig is like snatched...” SND “Snatched, snatched... What are you a Twitter fangirl.” (*Yumao was using the fujoshi term "尊い".) ●During encore intermission the electric fan next to the stage picked up yga’s shirt and blew it up, exposing yga. Laughter was induced among the crowd, and SND, who missed the whole thing, was left all confused as to why everyone was laughing—. ●SND “By the way ygarshy, it’s Friday the 13th but, did you know that Jason doesn’t actually use a chainsaw?”

　yg “*BWOOOON*” ●Someone dived during the last song... As in, a fan started climbing up on other fans and rolling around up there. Staff handled it, and their love for Rie is blazing but... Etiquette and respect for the show space is the best way to enjoy the best show!! Please... SND’s tweet: “Sendai performance complete. Thank you, thank you, thank you”

5 Hitorie’s Hitori-Escape Tour, 9/25/2019 at Koube VARIT in Hyougo prefecture! Report!

Yumao's tweet "Today is Koube, tomorrow shall be Hiroshima. I hope to see you there!"

●SND MC speech "Did you guys have fun today? I think there's a lot of mixed emotions right now. If you didn't have fun, know that we're coming back here again. And then if you still don't have fun again, we're still coming back here again." ●Encore intermission! Crowd as they were walking back out "ygarshy! Yumao! Shinoda!" Yumao, pretending to be a person in the crowd in a scheme for instigation: “Yumao~~!” The crowd “Yumao….?” Yumao “Yumao…? Yumao!!!” Crowd “Yumaooo~~~!” SND “You sound like a Pokemon, crying your own name as if you’re a Pikachu.” Yumao “Yumao!" SND "Can neither of you (or yg) talk normal on mic."

Yumao *Goes and sits down at his drums* Crowd "Yumao~" *Plays a drum trick* “Yumao~~~” *Plays an even more flavorful trick* “Yumaoooo~~~” *EVEN MORE* “YUMAOOO~~~~”

SND “He’ll keep doing that if you keep it up, so keep pampering him.”

●SND “Backstage, they have redbull right, so before the show I couldn’t get over how delicious it was and I kept glugging, and so I was ready to burp throughout the whole first song. SND tweet after: I was in danger of deranging into the wet pants monster. ●Also Shinoda was hopping around playing guitar and he bumped into ygarsh at some point, of who seemed super annoyed—. ●SND “Remember last show, I mentioned Jason, I said there's actually no chainsaw? Well I watched the second movie and, he gets attacked by a chainsaw in that one!” yg *Makes a face as if questioning if that gag was his queue* SND *Nods* yg *>BWWOOON<* (Into the Mannequin intro)

●In the post concert photo Yumao seems to be drinking a Chocola BB, a vitamin B2 supplement to help with acne, mouth sores, and overall exhaustion....

●SND tweet: Koube concert: complete, thank you all. Playing at VARIT is, truly, fantastic,,, I’ll meet y’all in Hiroshima tomorrow. Until then,,,

6 Hitorie’s Hitori-Escape Tour, 9/26/2019 at Second Crutch in Hiroshima prefecture! Reports!

●SND “By the way ygarshy-kun, did you know that Mocomichi Hayami started a youtube channel!”

yga *>BWWOOON<*

(*Mocomichi, dubbed “The olive oil fairy“, is an actor who gained internet fame after his displays on the TV show ‘MOMO’S Kitchen’ where he would dump HUGE AMOUNTS of olive oil over his food, ignore the recipe requested of him, and then praise his cooking like crazy in the end. He was a riot! And he’s truly skilled at cooking! He's won Gourmand cookbook awards, he loves olive oil, he has his own kitchen brand, he was in the Kamen Rider 555 movie where he got killed by monsters halfway through, he loves olive oil- Anyway his channel is here.)

+ SND used wowaka’s red jaguar guitar in today and yesterday's concerts. Introduced (W)HERE with "As Hitorie we only make good songs, we only make God songs. And this is a good one even out of the good ones".

●Crowd “What did you guys eat for lunch!” SND “For lunch I ate soba.” Crowd “Booo! Eat okonomiyaki!” (*Hiroshima is famous for it) “Screw that assholes!!!” “Whyyyy just try it!!!”

THEN YG TALKED

SND “And ygarshy gave Yumao an egg sandwich.” yg “… ...Uhm..” Crowd “!?!?!? Woooahh!!!” yg “Shut up for a second.” Crowd *Still bustling, not listening* yg “Over something so silly…. why are you all excited….” yg “… So uhm I just wanted to say that…. Yumao likes eggs.”

Post show Yumao tweeted “I like eggs.”

●SND tweet “The Hiroshima show: done. A rare event occurred today huh. Y’all were lucky… in a way? That aside I had fun. Thank y’all. I’m off to have a drink.”

7 Hitorie’s Hitori-Escape Tour, 9/26/2019 at Sapporo SPiCE in Hokkaido prefecture! Reports!

Yumao's tweet "Today is Sapporo. I hope to see you there! Ahh the first magnitude stars".

●SND ”Hokkaido, you’re so full of spirit! It’s ‘cause RSR had to cancel the first day, isn’t it!? How many of y’all missed out on seeing Number Girl?” *Hands rising all over* SND “Muahaha!!!! Well I already got to see them!!! Poor you!!!” (*Rocking Sun Festival last month was canceled due to Typhoon 10 hitting Hokkaido).

●Shinoda rued and revered the heat. Said that Sapporo’s been the second sweatiest show after Kyoto. Crowd “Let’s make it the hottest!” SND “No! You can’t beat it. That was a traumatic experience, I thought I was gonna die. But we can still make the excitement levels the hottest!”

●Encore intermission and the usual outfit change: SND “Aren’t you hot in that?” Yumao “Yeah, this sweatshirt is way too big for me. Oh, because it’s Shinoda’s” It was too hot for SND so he made Yumao wear and promo the official merch. SND opened his mouth to make a comment when the crowd slipped in with “Yumao you’re cute wearing that~~ so cute~~!” cheers. SND “Shut up I’m talking!!” SND “….I’m sorry for yelling!” ‘Apologizes before things go downhill’ Crowd kept the spirit high by asking ygarsh if he wanted to eat pizza, yg nodded his head, then scooted towards the mic as if to say something- but turned back... He tricked everybody! Rie weren’t going to let him get away with that, they had to pick on him for revenge!

Crowd “Hello! [At yg]” SND “What?! You’re resorting to teaching him the basics of conversation?” (SND and Yu laughing out loud) SND “He’s not an AI y’know??” (Yuma has his hands on his stomach at this point). yg *Still not talking* SND “Ahh what are we gonna do with him” SND “yga~rshy~kun~, have some fun with me~~!”

　yg “*>>>BWOOOOON<<<*

●SND tweet: Sapporo concert: complete!! That was way too fucking hot!! Damn ridiculous! That’s what makes it so good. Thank you.

8 Hitorie’s Hitori-Escape Tour, 10/10/2019 at UMBER in Shizuoka prefecture! Reports!

Yumao's tweet "Today's Shizuoka!"

●A wild cockroach appeared before Yumao and SND backstage during the intermission.

It was a huge one, scurrying across the stage walls throughout the end of the show regardless of its own size.

●yg offered Yuma the rights to his front stage mic for Yuga and SND to be able to talk about it together, so he pulled at his mic in front of him…. Only for the cable to come spiraling out, yanked from the jack, off went the XLR connector, and all. yg's power move left him laughing hysterically. yga laughed!!!!! He laughed as he gave Yumao a powerless mic!!

●With the power move to piston off of, “Professor Yumao” was on the case to give a “lecture” with his cockroach wisdom! He told us about how the ones with the perfect figures come from the outside and live under trees, german cockroaches like to stay inside and come from the inside...

SND “Back when I used to live in a rundown apartment in Nagoya, there was 2 perfect cockroaches always waiting for me in front of my apartment”. Yu “Outside, right!!”

yga *Frozen up and now hiding against the wall*

●Prof. Yumao also gave another lecture about Shampoo from the anime Ranma 1/2, complete with “Ne!” imitations, SND piped in also until he realized something- and then got angry at Yuma because only few will know who he’s talking about....

SND “So tell me, what time is it?” Yu “Time to talk about things everybody will understand!” SND “No it’s encore time!” Yu " :O "

yg *Still hiding against the wall away from the nerds*

●SND “ygarshy! Ygarshy! Get a good look at this!” yg *Nods at him* SND *Proceeds to pose like the Dragon Ball Z Kamehameha* “Hah!” yga “>>>>*BWOOOOOOOOON*<<<”

●SND tweet: “Shizuoka show: complete, thank you so much. I had a lot of fun. We’ll be back. Nagoya will be tomorrow. Until next time,,,”

9 Hitorie’s Hitori-Escape Tour, 10/11/2019 at SPADE BOX in Aichi prefecture! Reports!

●Hasegawa-san, the drummer of SND’s past past band “Dr. Right” from around 2007 (See video of youngin SND and crew performing: https://nico.ms/sm11604475?ref=share_others_spweb…), he also payed a visit to the show!!!! And took pictures with SND! >See https://twitter.com/toshiya230/status/1182631585230704640

●First song SND immediately messed up the first note and the music halted, Yu and the crowd had to urge him onward-!

●SND “Hitorie is great. Hitorie’s songs are great. Only badass songs. Before I joined, Leader sent me demo versions and said “I want to do songs like this”… Electricity rushed through my veins, this is gonna be a revolution, am I really going to be a part of this?! I thought.”

●The stage at the venue is one that shook like crazy from everyone’s vigor, Rie seemed to enjoy the ride.

●SND “I left Nagoya, went up to Tokyo, and now I’m back in Nagoya, singing nonetheless... I’m not embarrassed carrying the mic to sing non-guitar songs anymore."

●SND "After 9 shows doin’ this, it's really hit me. Hitorie really make great songs! But even among all of them this one is peachy… Wait no one says that? This one’s at the tippy-top. ….Wait no one says these words in Tokyo, nor Nagoya?? Ah whatever let’s go” (The original words were ドンズバ and ダントツ, both old niche words).

●Encore intermission, Yumao came out in front of the mic then… Clenched his fist up into the air and stood stout! SND “You’re not gonna talk, now, what are you doing?” Yu “Freddie Mercury, is in the house!!”

“This move isn’t in Bohemian Rhapsody, b/c once the scene starts he’s already on the piano but, before the show Freddie does the *poses again*!!! SND “So that’s what you were doing? Even though you play drums? Drums aren’t a piano?” Yu *👌* SND “They are a little bit similar huh hahaha”

●Rie wished everyone safe travels home through Typhoon 19! They even cut the MC short to ensure swift departure- SND “I bet y’all would go off tweeting “Their chitchat was so long I couldn’t get home! Fuck them!” Well we’re fortunate, one day later and it would've been cancelled.."

●Then, the usual Thing.... SND “ygarshy, ygarshy! A fly seems to have sorta, landed on your bass over there!” yg *>BWWON*< (Interrupting SND’s sentence with a rushed note).

●SND tweet "Nagoya concert: complete. SPADEBOX shakes like crazy, it's such fun. Thank you so much. Make it home safe y'all. And let's meet again. Until next time."

🍕~~END~~🍕

((((((Shinoda, constantly: "I have a phobia of bugs" Also Shinoda, constantly: *His ways to provoke ygarsh involved cicadas, bees, cockroaches and flies.* + *Advises people dealing with heartbreak to go watch videos of giant hornets VS Japanese honeybees.* + *Draws super detailed cicadas in his manga Chikyuu Monogatari.*

Shinoda you maso.)))))

Ahhhh also! If you're a member Hitori-Atelier!-- (Which you should be!!! Because not only are Hitorie snazzy and there's the upcoming message campaign, but ALSO because Rie is always seeking more vigor which I KNOW YOU GUYS HAVE, I've seen your liberal usage of the almighty exclamation marks and emojis. You can't hide it, so show 'em some more of your energy!!!!!🙌🙌🙌)

--Shinoda has been periodically blogging about backstage tidbits and I've been translating those for fun so, plop: https://privatter.net/u/boat_manju

#ヒトリエ #long post

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samadmalik-blog2 · 5 years ago

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Transportation and Logistics Systems, Inc. Stock Jumps 300%; Revenues Spike Toward $30 Million Annually

Transportation and Logistics Systems, Inc. (OTC: TLSS) stock is in rally mode with shares trading higher by more than 300% since last week. Investors are embracing the company's recently published (unaudited) financial results that show a yearly revenue run rate approaching $30 million. Also, the company announced last month that they are again expanding its operations by acquiring the assets of GRC Trucking, Inc. That deal will leverage GRC's more than 30 years of experience to TLSS and add additional depth to the company's already diversified services platform. Also, the company announced that it has taken several immediate steps to address and seize upon the heightened logistical demands of its eCommerce partners, and the general public, as a result of the current Coronavirus (COVID-19) pandemic.

Explicitly, Frank Mazzola, Chief Operating Officer of PrimeEFS and ShypDirect, TLSS' primary delivery brands, stated, "TLSS is partnering with its customers, which includes some of the leading eCommerce companies in the world, to enable them to fulfill their delivery commitments and ensure people have the vital supplies they need during this crisis. He added, "To meet the increased demand, we are hiring more drivers and adding new routes in our seven states of operation as more and more people are being asked to stay in their homes."

Before the demands from the global pandemic, the e-commerce market is expected to become a more than $4.8 trillion economy by the year 2021. And, while investors focus toward the large-cap players in the sector may have been prudent just two months ago, the demands created by this spreading virus have created substantial opportunities to logistical services players like TLSS.

Expanding Services To Fill Burgeoning Demand

Transportation and Logistics Systems, Inc. is already in growth mode. Unlike many small-cap logistics companies, TLSS is a revenue-generating company that posted more than $18 million in income in 2018 and is projecting a sharp rise in the coming quarters. And, that was before the current health crisis that has made online purchasing and delivering a critical component of general commerce. Amazon (Nasdaq: AMZN) is proof that the demand is substantial and is real.

TLSS also noted that in cooperation with its eCommerce partners and to ensure its ability to handle the heightened demand, the company has increased the hourly wage for all of our drivers by $2.00 per hour. The temporary initiative is intended to support and reward its logistics team for their dedication and commitment to ensuring timely delivery of essential products and services for both its customers and the end-user. TLSS reiterated that during these trying times, its clients can count on the company to be a responsive partner to maintain the consistent flow of goods to the general public.

Logistics In Demand

In 2019, CNBC reported that Bank of America expected a more than $1.4 trillion B2B e-commerce market by the year 2021. At that time, most investors paid attention only to the e-retail side of the equation. E-retail giants such as Amazon, eBay, Walmart (NYSE: WMT), and Apple (Nasdaq: AAPL) were the apparent beneficiaries of the exploding market, and their stocks responded accordingly by sending valuations to near all-time highs in 2019.

However, as these global leaders have seen share price valuations deflate as the Coronavirus continues to spread, the companies that lean toward fulfillment are not getting hit as hard. And, they shouldn't, especially with the cost of business declining due to depressed oil presses and the sharp increase in delivery demand.

In other words, investors, without disregarding the enormity of the current health crisis, are focusing more on the companies that are essential to completing the logistics processes to help curb the spread of the virus. Why? Because unlike manufacturing and distribution companies that are feeling the pressures of declining demand for some products, other logistics channel providers offer a valuable service that is experiencing heightened demand.

Thus, finding the opportunities that are an integral part of the logistics process makes sense. It makes even more sense to find the companies that offer substantial valuation propositions. Transportation and Logistics Systems, Inc. may fit that scenario well.

A Broad Suite of Logistics Systems

Transportation and Logistics Systems, Inc. (TLSS) brings much to the table in terms of having the ability and resources to become a significant provider of services to the e-commerce sector. Already a revenue-producing company that is expecting to report more than a 100% increase in revenue compared to 2018 results, TLSS has assembled a diversified suite of services that can help to expedite shareholder value and grow into a more suitable market cap valuation. Before the planned GRC acquisition, services already included "at home" delivery, last-mile delivery, and mid-mile transport services. Each of these logistics offerings provides necessary components for completing any e-retail transaction. Moreover, TLSS provides line-haul transport, which serves as a connection between manufacturers, distributors, and hub-to-hub outlets. The GRC asset purchases extend those capabilities.

Here's where the importance of TLSS gets more pronounced. Whether the first step of the distribution process begins by air or sea, the final stage of the e-retail transaction will require a land-based logistics partner roughly 90% of the time. And, TLSS is already well-positioned in that capacity.

TLSS, as an example, has actively proven itself to demand hungry clients by creating processes that meet or exceed consumer and client demands by integrating faster delivery times, offering specialty services, and integrating advanced tracking systems that include the use of telematic devices and synchronization to clients' networks and software. In other words, TLSS is providing its clients with a suite of services that are often overlooked by the final recipient. But, its clients have not.

However, despite the services appearing common to any transaction loop, not all transportation companies offer a competitive set of logistics and transportation options that are comparable to TLSS. And, it's those distinctions that expose opportunity.

Coronavirus Adds To Delivery Demand and Expectations

One of TLSS's subsidiary companies, PrimeEFS, is already positioned to assist e-retailers to quickly respond to consumer expectations. In fact, just as 5-day delivery has become somewhat of an outdated expectation to consumers, PrimeEFS is building its reputation by meeting and exceeding market demands. Consumers need products "tomorrow."

To that end, TLSS's subsidiary, PrimeEFS, has an established e-commerce logistics platform in place that provides line-haul, mid-mile, and last-mile services. The company is also positioned to maintain its presence in the fulfillment loop by extending its end-to-end solutions from distribution centers or manufacturer's docks to consumer doorsteps.

PrimeEFS is led by an experienced management team that brings decades worth of logistics experience to run operations and manage key client relationships. Their implementation of a 24/7 Network Operating Center (NOC) integrates with their clients' tracking and update systems that facilitate seamless delivery and transaction details to both the drivers and the company's clients. While these matters are mostly taken for granted by the consumer market, that's not the case for vendors. Client companies, manufacturers, and distributors are laser-focused on using only the logistics providers that can protect their brand image and expectation.

Organic Growth With Increasing Assets

While PrimeEFS itself is a significant asset, TLSS is unique by controlling an additional set of intrinsic assets. First, unlike competing companies, TLSS is an asset-based carrier that employs its staff through W-2 engagement. In other words, they do not use independent contractors to facilitate company functions. Second, TLSS only uses equipment that is owned or leased by the company, with maintenance being done in-house. Third, because TLSS manages its fleet and staff, the company may be in a significantly better position than its competition to achieve safety, reliability, and overall company performance.

Perhaps most relevant to the asset-based structure is that as the market continues to develop, e-commerce companies are trending toward, and even mandating, that their transportation service partners be asset-based. Thus, TLSS may be ahead of the curve when it comes to procuring and expanding new and current client relationships.

And, while TLSS has guided toward substantial growth in the coming quarters, the focus on creating higher shareholder value by seizing real-time opportunities to expand its services by scaling into metro markets is also a work already in progress. Moreover, strategic acquisitions, like the one announced with GRC Trucking, can bring additional diversified opportunities by opening new geographic markets that can leverage the experience and assets of the company to a broader client base. Notably, TLSS has suggested that there is an ample pool of quality logistics companies nationwide that can be accretive to the company quickly expanding routes and client connections.

TLSS Adapts to Client Systems and Expectations Of Crisis Demand

As a primary concern, even the best companies need to stay focused on the most essential component for success -customer service. Failing to maintain a competitive advantage or not responding to change can transform a leader into a follower quickly. TLSS is addressing that reality with action.

The primary advantage of TLSS's growing success is that they can become experts on their clients' platform.

This expertise allows TLSS to integrate seamlessly. Referring to themselves as technology agnostic, TLSS understands the value of using a client's systems rather than connecting other, third party logistics systems. The ability to connect to its clients' network also helps to deliver transparent, accurate, and timely records that provide a superior level of trust compared to companies that utilize third-party systems. Each of these components are assets that offer TLSS an advantage over competing providers.

Further, TLSS maintains strict records about the health and performance of its fleet in Fleetio, an industry-recognized fleet management and maintenance system that is audited daily by company management. The results of proactively maintaining its delivery assets help to ensure that its trucks and vans are 100% operational, which produces the company's high on-time delivery times and enhances the safety of its core asset – its drivers.

In addition to focusing on its fleet and personnel, TLSS offers its NOC platform that provides its clients the real-time status of every delivery and shipment. The program also provides clients with geographical location, when the shipment will arrive, and if any issues have transpired during its transportation. These advantages are important to the client and allow them to communicate with their own customers with facts rather than speculation. In effect, NOC is a valuable asset that closes the communication loop between the supplier, TLSS, and the end customer.

Global Demand Exposes TLSS's Strength

Undoubtedly, the world is witnessing trying and unprecedented times relating to the Coronavirus. And, as much as people would like to turn off the investment screen, the reality is that investors are still managing and deploying capital. For that reason, keeping an eye on an opportunity for long-term growth is ongoing.

Well managed, asset-based, and significant logistics partnerships are only some of the factors bringing attention to Transportation and Logistics Systems, Inc. The real measure comes from their opportunity to participate in a trillion-dollar e-commerce economy, where reputation and performance matter. And, its from those inherent assets that TLSS can expand its revenue base and leverage asset-based utilization levels to their fullest potential. Combined, this asset-based logistics provider may already have the pieces in place to drive substantial long-term growth.

And, after this current crisis passes, TLSS may be in an even stronger position to maximize its growth strategies.

Media Contact Company Name: Soulstring Media Group Contact Person: Kenny Soulstring Email: Send Email City: Miami Beach State: Florida Country: United States Website: https://www.soulstringmedia.comMay 26, 2020 (AB Digital via COMTEX) -- Transportation and Logistics Systems, Inc. (OTC: TLSS) stock is in rally mode with shares trading higher by more than 300% since last week. Investors are embracing the company's recently published (unaudited) financial results that show a yearly revenue run rate approaching $30 million. Also, the company announced last month that they are again expanding its operations by acquiring the assets of GRC Trucking, Inc. That deal will leverage GRC's more than 30 years of experience to TLSS and add additional depth to the company's already diversified services platform. Also, the company announced that it has taken several immediate steps to address and seize upon the heightened logistical demands of its eCommerce partners, and the general public, as a result of the current Coronavirus (COVID-19) pandemic.

Expanding Services To Fill Burgeoning Demand

Logistics In Demand

A Broad Suite of Logistics Systems

Coronavirus Adds To Delivery Demand and Expectations

Organic Growth With Increasing Assets

TLSS Adapts to Client Systems and Expectations Of Crisis Demand

The primary advantage of TLSS's growing success is that they can become experts on their clients' platform.

Global Demand Exposes TLSS's Strength

And, after this current crisis passes, TLSS may be in an even stronger position to maximize its growth strategies.

Here is the original article

Media Contact Company Name: Soulstring Media Group Contact Person: Kenny Soulstring Email: Send Email City: Miami Beach State: Florida Country: United States Website: https://www.soulstringmedia.com

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fortheheavenssake · 5 years ago

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💜💜PG MM ANON💜💜 Interpretation Collection- 5

Anon said:

You go PG!!! 😊😊😊🌸🌸🌹🐼🐼🐝🐝👍👍👍💖💖💖🌻🌻🌼🌼🌼😊😊😍😍💜💜🌹🌹🌹🌺🌺🌺💙💙💙🌸🌸🌸🌸🌸🌹🌹🌹❤❤❤👍👍👍👍 Violets 🌼

Anon said:

💗🌲🌞😺 hi Skippy this is for PG and JG🏡🌲🥰🥰🧚‍♀️👑👑🐱🐰🦋🦋🦋🦋🦋🦋🦋🦋🐥🌺🌹🌼🌸💐🐿

******

36.

💜💜nothing went through but MM ANON’s riddle🥃💜

MM ANON … smokescreen’ it’s a bloody forest fire …… feed the mushrooms ……… interview ‘off the record … financial litigation …… not your average SNAP-shot?…… “ hiding in full sight”……… a complicated appearance ……🎼it’s a little bit funny🎼………Balmoral revisited part two……” dark or white meat”…… 👁🤝☎️🏰🔐…… a sordid publication!!!!…… but’but,look on the bright side.

Smokescreen’,it’s a bloody forest fire…

‘Fake photos’ of PH, mm amw, the child in huge, doesn’t move, dressed in clothing as if it’s January. The two alleged Sussexes, wore hats/caps, heads down, no way to ascertain for sure the identities. Flying via private jet, EJ pipes in that he footed the carbon footprint 🤨🧐mmmmm’kay 🤥🤥🤥🤥🤥🤥. All look here look here, don’t pay any kind to PA and the forest fire raging, lies, obfuscations, major monarchy shaking issues happening, but watch the private jet issues. Puh -leeze? This is just a major amount of ordinance thrown into the fire and explosions rumbling worldwide. I have said this three times, but it bears repeating, watch the stock market, JE played in a league beyond what any of us could imagine, the real $$$$£££££€€€ of the world. Have your portfolios in order.

Feed the mushrooms….

Mushrooms grow best in dark, dirty soil, fertilized ie manure conditions l so there is more filth coming, and it will continue …..this is not a one big news break and it’d done, no no no.These investigations have been ongoing for years…think back to LLM, 1955!!! The F.B.I. started in earnest gathering any and all intel on his behaviours!

Interview off the record

Is this PA and the BRF demand? As thus far it’s an American issue, he has not cooperated , this is madness, absolute insanity.

Financial litigation

Lawsuits being threatened or actually filed against PA/BRF for financial compensation to the underage victims he allegedly had sex with.

Not your average SNAP-shot

Who sent sex photos via the web? Or via mobile? Who has underage naked photos???

“Hiding in full sight”

PA? Galavanting around Europe on private jet unheeded and seemingly unbothered l except “appalled “ at JE behaviour. What we have in a man who has been untouchable, pardon that horrible pun. Untouchable when the palace denied any allegations years ago and he still living large , doing his thing , with a smug smile on his face ten days or so ago, when he attended Craithie Chapel with HMTQ. Makes me so angry!

A complicated appearance

HMTQ will have a few outings chapel, facing the public. I still feel haunted by those two photos of her last Sunday in the car in the rain going to Chapel.😢.

🎼 its a little bit funny 🎼

Your song by EJ. LOVE that song but he pipes in regarding the private jet/paying carbon emissions BS. Why is he piping in now?? The whole world is going crazy, even ED from L.A. Is piping in her opinion.

Balmoral revisited, volume two

Oh MM ANON, giving me fond memories of Brideshead Revidited😊. PA taking another trip to see HMTQ? I soooo badly want to say mummy, but l cannot.

“dark or white meat”

OMG! I think l know what this means but l cannot type what l think. Victims of human trafficking and sex rings and those whose utilize them, those individuals have certain things they favour in a victim. I just cannot say more!

👁 🤝 ☎️ 🏰 🔐

Things have been seen, intel, maybe even satellite data as MM ANON had a mentioned a satellite dish in a very recent riddle. Calls have been made and received. When l see a red phone, l think of a secured phone, with technology to prevent any possible ‘listening in ‘. The palace ie The Firm LG and HMTQ have sealed the deal, l see this regarding mm. PA is a whole other kettle of 🐠. Sorry MM ANON, I just HAD to use an emoji, in your emoji clue😊.

A sordid publication!!!!!

Ok folks, get comfortable, get popcorn 🍿 and 🥃 and watch the show. Photos, videos, the whole lot is going to be published. I hope PM flying es back from Nice not in coach but private jet because HE WILL be one of the tellers of this! I CAMNOT WAIT!!!

but, but look on the bright side..

Reassurance that hey we finally getting mm dealt with, distract from the looming tsunami with PA.

Thank you so much PG…looks great!😊💜💜💜💜

69 notes

Aug 20th, 2019

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37.

💜💜PG INTERPRETATION 💜💜

Thank you MM ANON💜🙏🏻😊👋

Sorry it’s so late l have had a houseful of family today. This one took me longer, my hands are so numb today. So, please forgive any spelling or grammar errors GSTQAOBC 🇨🇦

MM Anon

MM ANON … buy one,get one free …… baffle them with itinerary …… Lack of FIB-RE…… Bury this one Charles …… “And by opposing end them”……… The devil is in the (denial) detail……Sierra’Charlie’Alpha’Mike……… 👎🦷🤫🏁🗯🔓……… something borrowed,something BLUE…… “throw another million on fire, darling”…… “when the wind BLOWS”………… Sorry’ I don’t see a reservation!!

Buy one get one free

This lovely PR, the faux-manitarian behaving like a teen shopping for her grad dress! This whole Smart Works is such a $$$€€€€££££ grab.

I seriously cannot believe respectable companies are involved, but than again M&S are on their last leg and pinning hopes on this working. As far as presenting herself professionally, one would not ever show up for a job, a DECENT job dressed thus and acting like that and have any hopes of attaining the position. At least not in my world or any professional l know.

But l digressed sorry just had to add that.

Baffle them with itinerary

This is hilarious because nobody here was baffled. People were clever enough to search out the planes call signs . We are not teenage ‘squad’ members. The fun addition of commentary from EJ, ED and P**K, l refuse to spell her name!

Lack of FIB-RE

FIB in the UK is the Fraud Intelligence bureau. Well our girls loves to merch, and there have been a lot of financial questions. Is this agency investigating?? I find this interesting. I also this, as a healthy body needs fibre to cleanse the body of waste and helps ease its removal, very likely that the work this agency and other are assisting is removing waste from the Royal system. Just a thought.

Bury this one Charles

Buried secrets. Things PC has kept secret, and they need to stay buried. I strongly alluded to one the other riddle regarding LLM, but is PC compelled to keep schtum about PA.

“ and by opposing end them”

MM ANON SHAKESPEARE…Hamlet….to be or not to be, that is the question, whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles, and by opposing end them. Hamlet soliloquy, on suicide or action, what to do…..one of many soliloquy’s we had to memorize in school. Mans action or inactions. JE chose suicide, others like PH , PA have not. There are two ways to deal, this is a quagmire.

The devil is in the denial(detail)

The saying is the devil is in the details, meaning if you forget the small things, the entire project, plan etc, may collapse I see this as the strong denial put foreword years ago regarding the allegations against PA, it’s the cover-up of the sin.

Sierra ‘Charlie’Alpha’Mike

Acronym obviously SCAM, however deeper Charlie?Charles Alpha?the Alpha son who would be King. Was he aware of the PA behaviour, allegations denied years ago? If he was a party to the cover-up that will be a knell to his being King. This was referenced in recent riddle regarding regency.

👎🦷🤫🏁🗯🔓

Offer not accepted, someone is gritting their teeth over this but must keep this quiet. The race is over, shouting of excitement or anger depending which one is party of and the locks are open, for now. So for now PA remains free, at some point, unless things go completely pear shaped and The Firm hides him, he will be compelled to answer questions.

Something borrowed, something BLUE…

Old wedding saying, you all know it… Smart Works regency to the program of providing clothes for women seeking employment our faux-manitarian is playing at. BLUE please PLEASE FINALLY! Let the video, filthy photos of yachting days and all the garbage be made public. PLEASE!🙏🏻

Throw another million on the fire darling

More more and STILL MORE PR! SICKENING!

When the winds BLOWS….

The cradle will fall….little rubber doll will fall but whoa miracle child unhurt! Please let this ongoing lie be made know please! BLOWS, well, we know whose the expert!

Sorry, l don’t see a reservation!

She is done! Backs turned…….over! PLEASE!

Wonderful job! Thank you so much PG! So happy you had a great family filled day!😊❤️❤️❤️❤️❤️

55 notes

Aug 21st, 2019

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38.

💜💜PG INTERPRETATION 💜 💜

💜💜Hi everybody, l am so sorry l couldn’t do the riddle yesterday 😞. I have been working on today’s. I don’t know how good it is, l have been so poorly glad my sister is here. I have read heard any news except what was said about our little George💜💜

Thank you so much MM ANON

MM ANON … Highs and LOWS……… FAMILY concerns …LOOSE cannon…… Morgan/sorry Megan “ a suitable case for treatment”. …… “this is not a rehearsal!!”…… Carra-BEING…… detected, rejected, Sub-jected…… 🏌️‍♂️👁🤫👯‍♀️🌪…… at last we can relax ‘ for a few weeks …… another holiday ( fetch the jet)…… THICK SKIN-ned …EX-COMMUNE-negated.

Thank you MM ANON

Highs and LOWS

Her behaviour has been repeatedly witnessed high, low, bizarre, etc

FAMILY concerns

The entire BRF is FAMILY , mm is not. There are numerous serious issues at play here, PA, PH, what’s to be done, what truths are to be told and what’s best just left as it is. GOT “nothing buried stays buried “ The entire family now is at Balmoral, l am not 100% certain where PH is.

LOOSE cannon…

Several layers of secrets as the are exposed the public’s reaction will be very unpredictable, many are onto her fake ness and are already now aware of PA friendships with various nefarious individuals. I say several loose cannons.

Morgan/sorry Megan “a suitable case for treatment.

Notice Megan is spelled without the H that mm uses. Morgan a suitable case for treatment is a 1966 film.

DescriptionVolatile artist returns to London after having been institutionalized, hoping to reconcile with his wife. When he learns she is leaving him for art dealer he is determined to win her back. While stalking her, he becomes obsessed with Marxism and gorillas. In his new monkey costume, the artist begins a campaign of harassment against her and her lover.

Hmmm stalking, obsession, years of pre-planning, substance use/abuse. Sounding like institutional treatment for long time, versus prison at this time.

This is not a rehearsal

Reminds me a few days ago there was question regarding London bridge falling down code, rumours rampant someone had passed. So what we are going to see now is the real deal, no more f***ing kabuki. Sorry language, you have no idea how FURIOUS l am at that tv lady, l can’t use the word journalist.

Carry-BEING

As the Duke of Windsor was exiled to the Bahamas, PA may well be given such a post. Or PH to Africa, or both!

Detected, rejected, subjected

We have had this before. Substance detected, application for citizenship rejected, she will be subjected to face her legal consequences , will be subjected to medical care, treatment, rehab, than legal issues. ? In UK or US?

🏌️ 👁🤫👯 🌪

Golfing relaxing, someone saw something that was to be very confidential. Man involved with women, in any public knowledge of this is coming and it will be a massive tornado of news and public reactions.

At least we can relax for a few weeks

With mm dealt with finally, they can spend time at Balmoral together and relax. There will be one huge firestorm when the fake wedding, fake pregnancy etc etc etc and the millions of £££££££ spent.

Another holiday ( fetch the jets)

PH going likely to Africa, not holiday but public may see it as holiday. Or keener still, LG releases that MM ha jetted off and she is really in custody. THAT would be brilliant!

THICK SKIN-ned

The royals, Brits is general have tough stuff, despite the firestorm that is going to be unleashed, they will all carry on with their duties. LOVE THEM SO💜GSTQAOBC 🇨🇦

EX-COMMUNE-gated

Someone ex behind gates oh we are all praying it’s mm, and she will be ex, if the wedding was legal even.

GSTQAOBC 🇨🇦

I have a lot of blog to read but this was my priority. I will be here when l am able. Love and prayers for you all.💜🐼🙏🏻🐼😊🐼👋🐼💜💜💜💜💜💜

Thank you so much PG! Prayers for you!🙏🏻💜💜💜💜💜💜💜💜💜

70 notes

Aug 23rd, 2019

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39.

Thank you MM ANON 🙏🏻💜💜

MM ANON … August Bank Jolly-stay……”were gonna need a bigger statement”…… “the boys a f#@ing embarrassment” …… “ it all went tits up when he met that bloody woman”…”calm down Philip” ……… I’d stay put if I were you ……on the Fly-bee……… smelling of (slightly wilted) roses…… “and that day may never come”… blame Fredo …… her “Diana” moment …… 👎🏉🎟.

August Bank Jolly-stay…

Play on words of the August Bank Holiday/long weekend term used in 🇨🇦

ABJ all capitalized, meaning?? PA et al are vacationing in Spain, or last l heard. Seems golfing is fun, doesn’t outwardly seem bothered, blows my mind. Jolly, when l was in Scotland was the coolest restaurant in Dundee, but l don’t think it is that. Some having a jolly stay , certainly the Royal family has circled the wagons at Balmoral. Please, PLEASE PRETTY PLEASE , PULL THE PLUG ON HER ALREADY!!

We’re gonna need a bigger statement”

PA released a letter today decrying JE behaviours but absolute denial of any awareness of illegal sexual conduct. Continues Spanish vacay and not going to U.S. to be interviewed. They NEED cooperative from him, not just a flighty statement signed Andrew!

The boys a f#@ing embarrassment..

This is definitely PP talking about PA, dragging such filth into the monarchy. Fed up with this ongoing issue for years now.

It all went tits up when he met that woman…calm down Philip

Two possibles PA and GM or PH and MM, both are horrific but l think he’s referring to mm and the embedding into the Firm. I hear HMTQ tellingly him to calm himself. So awful at their age, after a lifetime of service, they are having to deal with this!

I’d stay put if l were you

PA stay in Spain, golf away, enjoy your family vacation. Oh how l feel for Beatrice and Eugenie. Fergie is in things £££€€£££

On the Fly-bee

The Cambridge’s et al flew to Aberdeen on Flybe £78 each, now it has come out, the airplane was directed to fly to Norwich empty to pick them up. What started as a good carbon footprint has gone pear shape, to no fault of theirs.

Smelling of (slightly wilted )roses

Is this the nonsense PR about mm , PH and MM going to Princess Diana’s grave? Oh how foul a beast that breathes the breath to use that as PR. A fell wind doth blow!!

“And that day may never come”

The facing of American justice by PA, if anything they hope for financial settlement. At this point SDNY is too far in, he needs to cooperate SOON,

Blame Fredo

Godfather reference. Fredo was the useless brother who sold out the family and paid with his life. This scenario, who is the brother that sold out the family???PA, Although he will not lose his life, he’s betrayed everything his mother holds dear!

Her “Diana” moment

Again this is the vile PR putrid words that she, MM and PH will make a visit to Diana’s grave around the anniversary date of her death, next week. This enrages me almost equally as that “tv lady” making fun of PG. (Prince George, not me ie PG🤣)

👎 🏉 🎟

Only PH at the rugby, no mm! But he is not himself at all!Oh how l,wish l knew more!!!

GSTQAOBC 🇨🇦

💜💜🙏🏻God bless you MM ANON🙏🏻💜💜

Thank you PG…..😊💜💜💜💜💜❤️

Aug 24th, 2019

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40.

💜💜PG INTERPRETATION OF MM ANON💜💜

MM ANON … airmiles the Sunday roast!!…expect a Murky PR blitz…public poll’ most hated …… “ just f@# them off to the colonies”…a heavy toll…… (A HEALTH CONCERN)… “rest is recommended”……contemplating a Ruling change …… This much loved family …2025?👑👑……A brave new word…… A Monarchy Renaissance … OUR COMMON-WEALTH. …… A holistic answer

air miles the Sunday roast!!

Sunday roast may be Sunday dinner as a family. This is a different roast , as in mocking something or someone, remember the old roasts on US network tv, the ones on now are so vulgar they are unwatchable! I believe this this is family discussion, conversation regarding all the jet-setting, were they real or LG PR?? The fall-out with the public has been enormous after The woke ‘preaching’ over eco-living/carbon 👣.

expect a Murky PR blitz!!

She who shall not be named is continuing and will worsen her agile, loathsome PR, it’s sheer evil!!

Public poll, most hated!!

Mm will be listed as the absolute most hated ‘royal’ likely ever, but truly she is NOT ‘royal’.

“Just f@# them off to the colonies”

This is PP 100% his solution send mm and her issue, back to America, just be done with it already.

A heavy toll, A HEALTH CONCERN

This is taking a heavy toll on the entire family, the reputation etc of the entire BRF. Decades of dedication and service washed away by this person and behaviour. I have been and vocally before stated my concern for the health effects of this on HMTQ, PP, and PH. I am triply concerned and out Harry now, after the suicide of his friend in early August. PTSD and it’s high rate of suicide, he is high risk, add to that the role he has been compelled to play for two years now. I keep him close in prayers 🙏🏻. Please everyone do🙏🏻.

“Rest is recommended”

I think for HMTQ , PP and escape PH. oh how l am concerned!

Contemplating a Ruling change, this much beloved family, 2025 👑 👑,

Again l wonder, if Regency is on the table, for discussion, and coronation deferred until 2025 for PC and C, he would rule as Regent in HMTQ stead. I highly doubt they would jump over to PW and DC.

A brave new word

Regent! New paradigm of how the BRF is viewed, titles and their role.

A monarchy renaissance.

Renaissance ,a revival of or renewed interest in something. Regency, and dealing with the horrid fall-out of mm, would be the public’s view of our Royals that we love so much!💜🙏🏻💜. Requiring a whole new paradigm for all our Royals and function.

OUR COMMON-WEALTH

we, are the Commonwealth, the UK and all the Common Wealth, we love so dearly, we are part of BRF, their role in our daily lives, they visit, on our money, at any political decisions, the Governor General is HMTQ official representative. Also the actual $$$££££££€€€€ the family shares, property jewels owned by HMTQ. It’s all at play, how much will be paid in recompense if any regarding PA , if any legal civil penalties are levied.

A holistic answer

Helping PH cope with all he is, PTSD likely, the fallout of one bad decision regarding mm, and all the fallout of that, the suicide of his friend, the public changing their feelings for him. WE STILL LOVE YOU HARRY💜💜💜💜🙏🏻🙏🏻💜💜💜💜💜💜

PLEASE GOD, LET THEM ALL BE WELL AND RECOVER FROM THIS. PLEASE PLEASE REMOVE SHE, WHO SHALL NOT BE NAMED!!

GSTQAOBC 🇨🇦

THANK YOU MM ANON💜💜🙏🏻💜💜🙏🏻🙏🏻💜💜

Thank you so much PG…yes prayers!🙏🏻💜💜💜💜💜💜💜💜💜💜💜💜💜💜💜💜😊💜

Aug 25th, 2019

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41.

💜💜🙏🏻🙏🏻THANK YOU MM ANON🙏🏻💜💜

MM ANON ……🎼 O’ honey honey 🎼…… a Northern anticipation?……A cleaner Subpoena … desperation, exasperation , instigation ……… “Spend, spend, spend”…… “The Wicked Lady”…… “The naming of parts” …… This poignant reflection …… a Flushing visit.…… Harry Pottering………much MORE Wien-ing …… 🙀👤👂🌧⚡️……🎼you ain’t seen Nnnnnothing yet 🎼

🎼 O’ honey honey

Old song by the group The Archies. Typical pop song cheesy love lyrics. Well we sort of know who Archie is, but nothing for certain, age, father, where he is etc. I also wonder the use of candy is reference to substances?

A Northern anticipation?

Is mm going to Balmoral? Will there be an intervention type confrontation? Will there be some sort of law/taking into custody or hospitalization/rehab destination first?

A cleaner Subpoena

I hear the word cleaner and in any criminal event, my thoughts go to what has been referenced before, those silent,,quiet grey men/women in suits who clean up after the messes of the wealthy or politically important people. In this case however, l suspect the Subpeona capitalized may mean PA interview with the F.B.I. with very clear line of questions that may be asked has been sorted and agreed to by his legal representation but then it would not be a subpoena if he willingly answered questions. Subpoena, for interviews when someone is not voluntarily wanting to testify or give an interview, in this case it’s very likely a female we know. The word cleaner mystifies me, other than there are so many issues allegedly involved, the subpoena may be restricted at this point to the issue, my usage of the word issue here means quite literally her issue, meaning the child that may have her DNA, via surrogate. The subpoena then involving the subterfuge of the child and fake pregnancy, violation of the “ of the body” law.

desperation, exasperation, instigation

She is desperate, PR shows that, anything and everything horrid is being put out, worst being Involving Harry’s mother. Everyone is beyond exasperated with her, plain sick and tired a year ago. People would just like her to leave the country and go live quietly elsewhere, yeah like that’s going to happen. Instigation is the action or process of instigating an action or event. Well she has been instigating a long time repeatedly, but what will be the final time? The brutal use of Princess Diana the final straw.

Spend, spend, spend

PR up the wazoo $$$$££££££€€€€€ . PR is getting crazier, inhumane, interesting consistent SPLASH, etc same paps used by the players…..seems unending and the depths gone to, l almost can smell the sulpher from the evilness..

“The Wicked Lady”

1945 film, plot is In 17th-century England, a woman lives a privileged yet humdrum life as the wife of well-heeled land-owner. To stave off boredom, she begins impersonating a famed highway robber stealing precious jewels and valuables from coach passengers. A chance encounter with the actual thief propels her into a dangerous double life with potentially lethal consequences. Hmmmm double life, lies, stealing, treachery, danger reminding you of anyone???

“The Naming of parts”

Naming is capitalized, is this to do with Archie, part of his name is Mountbatten Windsor. These parts of his name are stolen as he is not of royal blood, most certainly does not fit the “ if the body” requirements of the laws regarding royal succession. Lies more lies.

This poignant reflection

As the time approaches, or rather the anniversary date of Princess Diana’s death approaches, the boys, the entire family undoubtedly reflect on the what if’s? Especially now, with a new baby Prince Louis, and all the horror of mm, how things might/would be so different were she still there. So precious how PW spoke about telling his children about their other grandmother!💜

A Flushing visit

Might mm visit the tennis? Might she break her toilet and have trouble flushing?😄😂😂🤣sorry l had to interject some humour, this is taking me forever, my blasted hands😖.

Harry Pottering

The first thing comes to my mind is MISCHIEF MANAGED!! Has she and her ‘mischief’ been finally dealt with/managed and is she out to a place where doors may be locked? Prison or institution? Either way, she is managed!

No More Wiening

No more whining from her in the media/PR etc. Wien and Vienna are different names for the same city. Wien is the German word, Vienna is English word. JE had an Austrian passport. Hence no more new behaviour from him, and likely NO MORE MONEY TO SUPPORT THE PLOT/mm alleged funding.

🙀👤👂🌧⚡️…

Silent, hidden observers hear and see something shocking, that will cause a major storm , hypothetical thunder and torrents of hill now secret information, like torrents of rain. I don’t know how the kitty cat is involved unless one wants to use a vulgar word.

🎼youain’t seen nnnnnnothing yet🎼

I know these guys BTO……there is so much filth, information yet to come …beyond our wildest imagination l think.

GSTQAOBC 🇨🇦

💜💜🙏🏻Thank you MM ANON🙏🏻💜💜

Thank you so much dear PG! MM Anon can you give some feedback for PG, she struggles and yet it’s more important to her to help us out…..God Bless you PG!🙏🏻💜💜💜💜💜💜💜💜💜💜💜💜

Aug 27th, 2019

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42.

💜💜🙏🏻THANK YOU MM ANON🙏🏻💜💜

MM Anon

MM ANON … THE ENIGMA THAT IS HARRY… that painful public display Of wedded bliss-ters will forever be etched in the National psyche as a comedy of errors the likes of which we will never recover from, the consummate Kabuki. On the left a collective of Hollywood riff-raff, on the right the monarchy in all its 1200 years glory. Dear sweet Jesus ‘ the humiliation. Only one person can end this interminable farce. And sooner than later. Courage is now a necessity.

MM ANON … “ it was the epoch of incredulity”… “she doth protest… Rumbold on retainer …… the ribbons of retribution …… micro evidence in camera …… in contempt of a pardon ……” softly softly……”…… an agreeable conclusion …… “return to this green and pleasant”…” long and winding mode”……in blogs good time.

“It was the epoch of incredulity”

Quote from famous Charles Dickens, A Tale of Two Cities. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before us, During the French Revolution Paris and France wanted republic, the guillotiine was the means to employ beheadings of royals. In London, during the Victorian time the long ruling Victoria, much beloved by many. The monarchy remained strong.

Are we to believe the entire British monarchy is at risk of republic? People are very angry, across the Commonwealth. When it’s all publicly released as fake, a lie, fake pregnancy, fake 30£ million wedding and on and on, there will be fury like never before. Again not so much the liE, BUT THE COVER UP OF THE LIE! The entire truth must be told now!

She doth protest

Well she doth protest too much which in itself can be inferred as overcompensation for lying.

Rumbold on retainer

Are you being served? Hugely popular vintage British comedy show about the staff at a store. Cuthbert Rumbold managed the lot of characters in employ of the store. So him being on retainer, do we need an excellent manager to deal with the motley crew which is mm et al, of course. The connection to JE via GM via her father below is just interesting!

Grace & Favour, which was known by the title Are You Being Served? Again! in the United States and Canada, is a Britishsitcom sequel to the long-running series Are You Being Served?

The idea of a spinoff was originally suggested by the cast of Are You Being Served? almost immediately after the original series ended in 1985. But though creators-writers liked the idea, they agreed that the department store format was exhausted and that any spinoff would require a change of location. The plotline that brought the cast from the store to the manor was considered remarkably topical, since it aired just a few months after the death of British publishing tycoon Robert Maxwell, who was revealed to have borrowed heavily against his own employees’s pensions.

The ribbons of retribution

Retribution is punishment inflicted on someone as vengeance for a wrong or criminal act. When crimes are international, or war crimes etc the court is the International court at The Hague, Netherlands. It is a blue ribbon panel, meaning a variety of legal experts very highly regarded. Think blue ribbon as the prize flowers at the flower show but on a massive scale.

The International Court of Justice (ICJ) sometimes called the World Court, is the principal judicial organ of the United Nations (UN). The ICJ’s primary functions are to settle international legal disputes submitted by states (contentious cases) and give advisory opinions on legal issues referred to it by the UN (advisory proceedings). Through its opinions and rulings, it serves as a source of international law

I would encourage you all to educate yourself regarding this body.

Ribbons of retribution is also found in X box Gears of War 3, ribbons/medal of honour, service, etc are worn proudly!! PRINCE HARRY SHOULD RECEIVE THE HIGHEST OF HONOUR FOR HIS OVERT COVERT ROLE OVER THE LAST TWO YEARS. YES I MEANT OVERT COVERT!

Micro evidence in camera

In camera, legally or in board meetings etc , in camera comments are those not recorded by the note taker, it’s for the group knowledge or discussion only. Having served in numerous of such capacities l know only too well how difficult those situations can be when people want all the data. Here we have micro, could be DNA. DNA /parentage of baby Archie to remain confidential.

The other obvious could be spy like micro film in a camera but l highly doubt that, just mentioned it as an obvious but MM ANON is never obvious.

In contempt of a pardon

Contempt is disrespect in any form or disrupting court proceedings or non compliance the judge can declare contempt of court. Contempt of a pardon is odd wording. If mm were pardoned , had she been charged, convicted and sentenced, CONTEMPT would be the least of the adjectives. So if PA , neither has been charged of anything to my knowledge, continued to refuse interview by the F.B.I. A subpoena could be issued. The wording of this confuses me. Basically if someone gets pardoned there will be contempt.

“softly, softly “

Softly, softly, catchee monkey”, this old Engllish proverb means that if do not rush or if you avoid being too hasty, then eventually you will achieve your goal - in other words, be patient. How many times has Skippy said, be patient there is a lot we don’t know, and a lot of working going on in the background, globally! Have your ducks in a row is similar!

Softly, Softly was a British television drama series, produced by the BBC and screened on BBC 1 from January 1966. It was created as a spin-off from the series Z-Cars, which ended its fifth series run in December 1965. The series took its name from the proverb “Softly, softly, catchee monkey”, the motto of Lancashire Constabulary Training School.

an agreeable conclusion

They have reached a decision of when and how to end this. We must watch and wait. They have all agreed.The fallout will be horrendous.

Return to this green and pleasant

Once again be settled, able to enjoy a Balmoral as well as the beauty that is family love, PH, PW DOC all publicly able to be themselves once again. England has numerous times been referred to the green and pleasant land in books etc.

Long and winding mode

Song by the Beatles we all know long and winding road. This l believe to be the way or mode in which the information will be shared and the way it will be dealt with. I also think it refers to our Harry and his emotional recovery and the modalities/modes which may have been and might be employed to help him.

In blogs good time

Things will happen In God’s good time. Dare this Skippy be a reference to you and your blog, which has for over 21/2 years been at uncovering the liar….perhaps refers to all the people who via social media blogs have kept the faith GSTQAOBC 🇨🇦

Thank you so much PG! You are amazing!😊💜💜💜💜💜💜💜💜💜

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Aug 27th, 2019

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jeffhirsch · 5 years ago

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Free Webinar: Santa Claus Rally, Seasonal Trades & 2020 Election Cycle

Please register for my free webinar, “Santa Claus Rally, Seasonal Trades & 2020 Election Cycle” on Wednesday, December 4, 2019 1:00 PM EDT by clicking here.

https://attendee.gotowebinar.com/register/6339722876256188427

Don’t Miss the Santa Rally of 2019 and the only “Free Lunch” on Wall Street! Join me for this no-nonsense, candid webinar that will fully prepare you with straightforward analysis on top stocks, ETF sectors right now and for next year, seasonal trading strategies and a sneak peek at my outlook for 2020.

The beat rolls on. In the face of ongoing geopolitical and U.S. political volatility, machinations and all the noise, equity markets continue to march higher. While economic growth has slowed underlying strength remains evident. Markets have been tracking seasonal patterns to a T this year. Pre-election Years tend to make their highs around yearend so after a little chop between now and mid-December we expect further new highs.

If election-cycle politics come into play, we will either get a trade deal with China in principle before the December 15 deadline when new tariffs are supposed to kick in or the White House will kick the can into next year and delay the new tariffs some more so they can settle on an initial agreement with the Chinese well ahead of the 2020 Presidential Election. In any event, seasonal strength is firing on all pistons as it has been all year. This reinforces our positive outlook for the rest of 2019 and 2020.

Small cap stocks have notoriously outperformed large caps in January, but now the January Effect starts in mid-December. The Only “Free Lunch” on Wall Street, is a bargain stock trading strategy that capitalizes on this Effect and the Santa Claus Rally.

Each President is different, but the power of incumbency is undeniable when a sitting president runs for re-election. Learn “How the Government Manipulates the Economy to Stay in Power” and how the market has performed better in election years when a sitting president is running for reelection.

I will also share my latest seasonal trading setups, current undervalued under-the-radar stock picks, the ins and outs of his Best Six Months Switching Strategy, update my yearend 2019 Market Outlook and preview my 2020 Forecast. I will teach you many seasonal indicators, patterns and strategies, including the 4-year election cycle, and his Tactical Seasonal Sector Rotation Strategy.

I will explain in clear language all there is to know about market seasonality and how I rotates in and out of sectors with the highest probability for maximum returns using fundamental and technical analysis in conjunction with seasonal and cyclical trading strategies, economic trends, and historical patterns.

Click here to Register Today!

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retirementplanconsulting · 5 years ago

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Pensions, Retirement and Markets: Five Questions for 2020

As we head into 2020, below are five questions relating to current trends and topics which are expected to impact retirement plans, financial markets and savings next year: 1. Will the 2019 U.S. equity rally continue into 2020 or will “fundamentals” take hold? After declining by -4.4% in 2018, the S&P 500 Index is on target to return about 30% in 2019, surpassing expectations and virtually all international stock market returns. This big turnaround has been fueled by four major factors: (a) general optimism regarding U.S. trade policy, including rollback of some tariffs imposed on Chinese goods; (b) the Federal Reserve’s decision to cut its federal funds rate three times in 2019 after raising rates four times in 2018; (c) strong growth in U.S. consumer spending which has compensated for weaker business spending; and (d) continued buybacks of company stock which have supported price per share gains. What are possible headwinds heading into 2020? Fundamentals, which include company earnings, economic growth and valuations, may play a more prominent role. First, there has been a significant slowdown in economic growth outside of the U.S., with pullbacks in manufacturing, and near recessionary indicators in Europe and elsewhere. While the U.S. has shown steady, albeit slowing growth, there may be further weakening in 2020, particularly if global growth continues to slow. Second, corporate earnings have been flat or declining on a year-over-year basis after double digit gains in 2017 and 2018. Though earnings are a key component of stock prices, the slowdown in corporate earnings didn’t slow down momentum in the stock market during 2019. Will earnings have an adverse impact in 2020? Third, valuations for large cap stocks, such as Apple, Amazon and Google have been at record levels. At some point, these valuations should come back to more normal levels though it is hard to forecast when this will happen. It is impossible to predict how the U.S. equity market will behave in 2020. Most analysts expect significant volatility in stock prices, particularly in an election year, with any gains in the vicinity of mid-single digits. In this environment, it continues to be important for investors to diversify their portfolios. 2. What will happen with U.S. interest rates? In 2019, interest rates were a tale of two maturity ends of the U.S. Treasury yield curve. Yields on bonds with short maturities (1 year or less) fell due to three Federal Reserve (Fed) rate cuts during the year. Rates for bonds with longer maturities (10 years and longer) stabilized after falling significantly between June and September. The fall in shorter rates has generally reduced returns for retirement-age savers. According to bankrate.com, average 1-year CD rates declined from a 2019 high of 1.39% in June to 1.24% in December. While defined benefit pension plans generally suffered declines in their funded ratios due to the fall in longer term interest rates, the recent stabilization in rates, along with the market rally, have helped stem the drop in their funded status. As with any future event, it is unclear what will happen with interest rates in 2020. The Fed is currently signaling a hold on rates or at most one rate cut in 2020. They will have to balance a slowing U.S. economy and mild inflation, versus external risk factors such as tariffs, slowing global economies, Brexit, oil prices and geopolitical tensions. 3. Where are regulations around fiduciary standards headed? In 2018, the move toward a uniform fiduciary standard for brokers and advisors was disrupted when the Department of Labor (DOL) fiduciary standard, also known officially as the “Conflict of Interest” rule, was repealed by a Federal court. Into this vacuum stepped several parties: (a) the Securities and Exchange Commission (SEC), which issued its proposed best-interest (BI) standards in April 2018. These would require broker-dealers to disclose conflicts of interest and to “exercise reasonable diligence, care, skill and prudence” to ensure they are selling products and carrying out transactions that are in a client’s best interest1; (b) the DOL itself, which announced it would release new advice rules; and (c) various states, which have proposed their own fiduciary regulations. After extensive comment, litigation and review, the SEC BI standards were approved in June 2019 and are expected to become effective June 30, 2020. The DOL is expected to re-propose their fiduciary rule making, though the timing is uncertain. And at the state level, New Jersey, New York, Connecticut and other states have introduced state-based fiduciary standards for advisors and brokers operating in their respective jurisdictions. The regulatory environment around fiduciary standards remains unclear heading in 2020. However, the SEC BI standard- if enacted-while considered less strict than the DOL Conflict of Interest Rule, would strengthen protections versus older fiduciary standards. 4. How will the SECURE Act affect the retirement industry? After months of remaining in limbo in the Senate, the U.S. Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019. While it may not significantly impact the overall retirement savings crisis in the U.S., the SECURE Act is considered the most significant pension legislation passed since the 2006 Pension Protection Act (PPA). The SECURE Act provisions include: increasing the age for Required Minimum Distributions (RMDs) from 70 ½ to 72; easing IRA contribution restrictions; expanding automatic enrollment and facilitating lifetime income disclosures and product offerings such as annuities. Perhaps the biggest impact is to ease regulations and increase incentives for employers to join together to create open Multiple Employer Plans (MEPs) and to expand retirement plan participation to part-time workers. 5. Will Exchange Traded Funds (ETFs) continue their rapid growth? While ETF assets remain a relatively small fraction of the total of passive index funds and actively managed funds, there has continued to be an explosion in ETFs. ETFs have been a preferred vehicle for investment advisors to rebalance their clients’ portfolios. While ETF expense ratios are competitive with mutual fund index funds, there are differences between the two, including hidden ETF costs associated with bid-ask spreads and ETF premiums and discounts from net asset values. Market trends suggest continued growth and demand for ETFs by investors and advisors in 2019 and 2020, despite some leveling off in 2018. The chart below shows U.S. ETF assets at $3.4 trillion at the end of 2018, an annualized growth rate of nearly 16% over a 10-year period.

Source: Investment Company Institute, 2019 Investment Company Factbook. 1. Adam Bergman, “Impact On Self-Directed IRAs of SEC Fiduciary Rule Proposals”, Forbes, April 20, 2018. NOTE: Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Past performance is not a guarantee of future results. This blog contains several forward-looking statements. As with any projection or forecast, forward-looking statements are inherently susceptible to uncertainty and changes in circumstances. Actual results may vary materially from those expressed herein.

Source: https://www.pentegra.com/current-thinking/straight-talk-about-investments-and-financial-markets/pensions-retirement-and-markets-five-questions-for-2020/

#retirement #retirement plans #market

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investyadnya · 5 years ago

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Top 5 Small Cap Stocks of 2019

Best Indian Small Cap Stocks to Own Heading into 2020 Introduction

Here is a complete list and analysis of Top 5 Small Cap Stocks of 2019 in Indian Share Market. These are the small cap stocks with the best value, fastest growth, and most momentum for 2019.

In our earlier articles, we have analysed Top Large cap stocks and Mid cap stocksof 2019 which have given highest YTD performance…

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doctortreklock · 5 years ago

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The Breakfast Club - July 29, 2019

Part of my Resolution19. Read it on AO3.

Prompt: Breakfast in Avengers Tower

Fandom: Marvel Cinematic Universe

Title: the movie “The Breakfast Club”

Words: 1573

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The communal kitchen of Avengers Tower was in its usual morning uproar. Clint was sitting on the edge of the counter juggling eggs and cracking them one by one into the fry pans next to him, where Bruce was making omelettes with the vegetables Natasha had just chopped up. On the other stove, Steve was stirring a huge vat of oatmeal. Thor was in charge of squeezing orange juice, and had managed to splash every counter and flat surface in a four foot radius. Tony was nominally in charge of setting the table, though in actuality he was just sitting at the table fiddling with something on his StarkPad and complaining loudly about freeloaders and obsolete tech.

"--running missile software on eight-inch floppy drives, I tell you--"

"I think that's enough green pepp--or not, we can always add more."

"Maybe they didn't want you trying to interrupt a nuke launch."

"I require more oranges! Where may I find more of this mighty fruit?"

"It's well within my rights as an American citizen to know our nuclear warheads are--"

"I don't really think anyone believes you're curious out of 'patriotic duty', Stark."

"Where are the oranges?"

"Children," Phil chided gently, gliding into the room in full Agent Coulson mode and immediately taking control of the room. "Thor, there are more oranges in the pantry, bottom shelf on the left in the back. Stark, if the United States government required your input on nuclear protocols, they would request it. Natasha, I believe that's probably enough green pepper for Captain Rogers. Clint, please get off the counter; we prepare food there. Bruce, Captain, how long do we have left on breakfast?" His voice was firm, but Clint could see the warmth in his eyes that he only had when dealing with his favorite group of rogue elements.

The bustle of hungry superheroes fell instantly into smoothly organized chaos.

"Half a minute," Bruce called, absently poking at one pan.

"Just about ready," Steve declared. "Clint?"

Clint had just finished replacing the unused eggs in their carton in anticipation of the Captain's request. He hopped off the counter and whipped open a drawer, pulling a large, lopsided, crocheted potholder out of it and tossing it over to the table, where it landed neatly in the middle. Then he hip-checked the drawer closed and leaned over to give his boyfriend a short, but very warm welcome.

"Hi," he whispered after breaking the kiss.

"Good morning," Phil whispered back, the wrinkles at the corners of his eyes deepening in a smile.

"Oi, Barton!" Tony yelled, not looking up from where he was poking at his StarkPad. "You can canoodle with Agent later."

"Yeah, yeah," Clint shouted, waving an arm vaguely in Tony's direction and peeling off from Phil to help Bruce plate omelettes.

By now Natasha had neatly cleaned up her chopping station, the offending green pepper and her knives nowhere to be seen. Instead, she slid neatly through the whirlwind of her teammates to end up next to the silverware drawer and started picking through the haphazard mess of utensils with ease.

"'Scuse me," Steve said loudly, lugging the heavy tub of hot oatmeal through the kitchen easily. "Pardon me, coming through."

Thor stepped out of the pantry with an armful of oranges and nearly got clipped by the steaming pot. "Apologies, friend," he called, neatly sidestepping around Steve and back to his squeezing station. "I had merely gone to fetch the object of my quest and did not see you there!"

"'S fine," Steve said, concentrating on maneuvering the heavy pot around Tony's head, since the inventor didn't seem inclined to move.

Finally, the large silver stock pot settled on the potholder with a thud, and Steve sighed happily. "There."

"Hmm?" Tony looked up to find the oatmeal right in front of him and a supersoldier behind him. "Cool." He craned his head straight back to meet Steve's eyes. "We got any bowls?"

Steve put his hands on his hips and scowled down at the billionaire. "You do have legs you know. They're not even broken," he pointed out.

Tony just laid the back of one hand dramatically over his forehead and leaned sideways off his chair to get the appropriate depth to the motion. "Oh, but my good Captain," he exclaimed dramatically, "I couldn't possibly." He gave Steve his biggest, most beseeching eyes.

Steve wavered.

"Tony," Phil warned mildly from the other side of the kitchen where he had busied himself with the coffeepot.

Tony huffed. "Fine." He left his StarkPad on the table and pushed himself to his feet. "Don't know why I have to do this," he muttered. "It's my tower, after--Hey!" he shouted as a spoon clipped him on its way to the table. "What was that for?"

"Oops," Natasha deadpanned, holding a fistful of silver.

Clint snickered. He was attempting to balance two plates on each arm and one on the top of his head, but the omelette on his head was wobbling dangerously with each laugh.

"Two at a time, Clint," Phil told him exasperatedly, reaching for the plate, but before the senior agent could reach it, the plate had already tipped past the point of no return.

Natasha caught it deftly, twisting her wrist neatly to avoid losing the omelette. "Ostorozhno, yastrebka," she scolded him.

"Sorry, Nat." Clint's grin was bashful.

Bruce sighed good-naturedly, the last two plated omelettes safely in his hands. "If we're quite finished...."

"Why is the floor sticky?" Tony wrinkled his nose as his sneakers stuck to the tile floor.

"I have vanquished the orange fruits and emerged victorious with pitchers of glorious orange juice!" Thor proclaimed, brandishing a pair of very large pitchers brimming with freshly squeezed orange juice.

"Oh," Tony said, staring at the disaster of orange where he used to have a counter. "Is someone going to clean that up?"

"On it," Steve said. "Thor, the juice can go on the table. Tony, bowls." Steve looked pointedly at the cupboard behind the genius.

"Make way, friends, for the sweet orange nectar which I have wrung from yon wasted fruits!" Thor swapped places with Steve, managing to set the pitchers on the table without losing any or running into Clint, Bruce, or Natasha, all of whom were now flitting around the table with their plates and silverware.

"I'm getting there, I'm getting there," Tony said. "Hold your horses, Cap." He pulled the door to one of the upper cabinets open with a flourish, then paused and frowned. "Aren't the bowls in here?"

A suited arm cut across his vision and closed the cabinet before opening the next one over. "They're in here, the same place they've been for the past six months," Phil said, holding the door with one hand and sipping the coffee held in his other. "Grab seven. Clint," he called. "If you're done bothering Dr. Banner and Natasha, you could get the rest of the oatmeal fixings out."

"On it," Clint called, tossing Phil a grin and a sloppy salute.

Phil smiled into his coffee mug.

"That's disgusting," Tony said, gaping at Phil. "The two of you, in a public venue no less--"

"Bowls, Stark," Phil said, letting go of the door and turning to survey the table. The corner of his mouth turned up a little when Tony yelped at the cabinet door auto-closing on him.

It was almost time to eat. The table was just missing-- Natasha walked past him with seven glass tumblers balanced in her hands. Perfect.

Clint and Bruce finished putting the last of the brown sugar and raisins on the table around the same time Steve finished cleaning up the worst of the orange mess and Tony finally made it to the table with bowls. Phil topped off his coffee and joined them.

The seven of them converged at the table at the same time, pulling out chairs and sitting down before passing bowls of oatmeal around the table at high speed.

"Pass the raisins over here?"

"I thought you already had the raisins?"

"Didn't we say we were going to get two bags of raisins next time? Didn't we?"

"Where did the brown sugar go?"

"Give me the orange juice."

"Weren't we going to get dried cranberries for the oatmeal too?"

"Wow, that's--ahem--that's a lot of green peppers."

"I don't understand how you people can eat raisins. Ugh."

"The small grapes are most pleasing in a meal of steamed oats! You would do well to hold your tongue."

"Clint, if you throw one more raisin at Tony, we are going to be having words later, and you will not enjoy it."

"...Yes, sir."

"Wow, Barton, he's got you whipp--"

"See me after breakfast, Mr. Stark."

"...Fine."

Finally, Steve cleared his throat and looked around the table with his best, most earnest, team-building smile. "I'd like to thank you all for making time in your schedules for team breakfast."

There was a lot of poking at congealed oatmeal and scrutinizing glasses at that, the exceptions being Thor's sharp attention and Tony's uncomfortable scoffing. Phil just watched the whole thing with an air of faint amusement.

"It doesn't seem like a lot, but every bit helps when it comes to acting as a united force in the field." Then Steve put on his brightest bond-selling grin. "I'm sure we're only going to be closer after doing dishes."

That got him pelted with raisins.

Nat's Russian: Ostorozhno, yastrebka - Careful, little hawk (diminutive).

#Resolution19 #Marvel #MCU #C/C #Phlint #Avengers #Breakfast #lots of team building and food #really it's just oatmeal and omelettes #but there's a lot of it #I can't believe July's almost over #oh dear

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billehrman · 5 years ago

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Here Comes the Fed

The Fed is about to change course officially this week beginning with at least a 25-basis cut in the Funds rate. The last five times the Fed cut rates "outside of recessions - including 1984, 1987, 1989, 1995 and 1998 - the S&P 500 rose an average of 11% over the subsequent six months and 16% over the next year.” It is interesting to note that the U.S. markets hit new highs this past week although bond inflows continue to increase at a record annualized pace of $450 billion for the year while stock outflows are running at a record pace, too, of over $150 billion for the year. Guess Larry Fink had it right!

Here is one other stat that you might find interesting: the 10-year bond yield compared to the stock market multiple is trading at a 70-year low. Maybe a 20 multiple is not too much to expect with 10-year bond yield well below 2.5% and bank capital/liquidity ratios at all-time highs. By the way, did you notice that Buffett increased his holdings of Bank of America to 10.4%? Yes, we own it!

We believe that the Fed should be bold at this meeting and cut rates by 50 basis points to jolt the foreign currency markets. Why you might ask? While our economy is doing just fine as evidenced by the better than expected second-quarter GNP report, dollar strength has siphoned money from abroad flattening/inverting our yield curve, penalized growth in those key markets and pushed up the cost up of dollar-denominated commodities overseas. Let us state categorically that if the U.S. was an island unto itself, the Fed really should not cut rates at all even with continued low inflation as our economy is bound to pick up momentum in the third quarter bolstered by continuing strong consumer demand, an end to inventory liquidation along with improved net export numbers both which penalized second-quarter numbers and continued strength in government spending.

It is time to look over the valley and acknowledge that the Fed will be embarking on a major shift in monetary policy by cutting rates this week to go along with additional fiscal stimulus. We hope that you read the two-year budget agreement just agreed upon by Trump and the Democrats. Unfortunately, both parties are not concerned about rising deficits going into an election year and agreed to increase aggregate domestic spending by several hundred billion dollars without any caps and real offsets. While we are totally against this agreement, it is clear that fiscal policy will remain highly simulative to domestic growth over the foreseeable future. While China could say the same thing but to a different degree, we remain worried that China's growth will be hurt by a more rapid fall-off in production/exports than currently envisioned without a corresponding offset/ boost in domestic consumption.

It’s easy to understand why the IMF lowered its 2019 forecast once again. It now believes that global growth will be around 3.2% in 2019 penalized by a deceleration/uncertainty in global trade followed by a small rebound to 3.5% growth in 2020. It's interesting to note that the IMF said that risks continue to be to the downside as fear of a hard Brexit is rising. The IMF did not change its forecast for U.S. growth in both years but lowered its growth targets for the Eurozone, China, Japan, and the Emerging Markets.

Let’s review the data points for the week that support/detract from our view that there really is no place like home:

1.) The U.S. clearly is and will remain the engine for global growth for the foreseeable future. The vast number of data points/events of the week support our view that domestic GNP real growth will accelerate to more than 2% over the next few quarters supported by a change in Fed policy along with increased fiscal ease. Second-quarter real GNP exceeded forecasts (not ours) coming in with a 2.1% gain. The composition was not surprising to us too as consumer spending rebounded with a 4.3% gain; inventories subtracted $44.3 billion or 0.86% from GNP; net exports subtracted $34.7 billion or 0.65% from GNP; government spending rose a robust 5%; business investment fell 0.8% and core inflation rose at a slightly faster 1.8% rate which remains below the Fed 2.0% target.

Other key data points include: new orders for manufactured durable goods increased by 2.0% in June; durable good shipments rose 1.4%, unfilled orders fell 0.4%, inventories rose 0.3%, non-defense capital goods orders rose a surprisingly strong 4.8%; existing home sales fell 1.7% in June even though borrowing costs fell; the IHS Markit Composite PMI Output Index rose to 51.5 with the services index increased to a 3-month high at 52.2 and the manufacturing index falling to 50.0. Clearly, the all-important consumer sector is thriving while the manufacturing sector is plotting along.

We remain optimistic that U.S. real growth will remain above 2% for the foreseeable future supported by the Fed lowering rates along with increased fiscal spending. We really doubt that Trump will do anything foolish like impose added tariffs on China and Europe until after elections fearing the damaging effect on the U.S. economy which is his main source of political strength as we enter 2020.

We are disappointed that both the Republicans and Democrats support broad antitrust reviews of our big, highly successful tech stocks. Technology is our strength. Is our consumer really being hurt by more services at lower, if any, cost to them? We are all for more privacy. More regulations would only impede competition and hurt our competitive standing in the world.

2.) All you have to do is listen in to earnings conference calls to glean that growth has slowed down dramatically in China… but maybe not for Starbucks though. We continue to believe that corporations are shifting their supply lines out of China as fast as humanly possible negatively impacting both the all-important production side of their economy as well as consumer demand. Don’t believe the rhetoric that China is easily offsetting falling U.S. exports as the facts belie the comments. China's overall exports rose just 0.1% in the first six months with U.S. exports falling 8.1%. China cannot sustain 6% real growth with numbers like this.

We continue to believe that China real growth will continue to slow down without a real trade deal. Even though U.S. negotiators will begin face to face negotiations in China this week, we were surprised to hear Trump agree with us that a real deal will most likely NOT be reached until after elections. We expect China to agree to small deals along the way like increased agricultural purchases to hold off Trump from imposing tariffs on the additional $300 billion of Chinese exports to the U.S..

We continue to avoid investing in China at this time.

3.) President Mario Draghi of the ECB signaled that the "worse and worse" outlook warrants more ECB stimulus. Clearly, the European manufacturing sector is moving into recession already as evidenced by all the recent data out of Germany, heretofore the strongest economy in Europe. Someone has to explain to us why the ECB adding to its net asset purchases will boost inflation and growth! The ECB is swimming upstream and will be totally ineffective until the European governments wake up to the need for aggressive fiscal stimulus and regulatory reform. Do you hear us Germany? And then there is the growing threat of a hard Brexit by the end of October! Just listen to Johnson, the new British Prime Minister.

Invest in Europe? Not us, no matter how cheap it may appear.

4. ) The BOJ meets this week too. What more can they do at this point? Not much! The government really is hamstrung from increasing fiscal stimulus by its huge budget deficit to GNP. Invest in Japan? Not us!

We have not altered our investment position that there is no place like home. Listening to as many earnings conference calls as possible only strengthens our view that management can make all the difference in the world in whether a company/investment succeeds or not. We only own best in class with strong management, winning long term strategies to succeed in an ever-changing global competitive environment, improving financial performance at the margin, strong balance sheets, growing volume with pricing power, rising operating income, cash flow, and free cash flow.

Here comes the Fed!

While the pundits constantly are looking for a correction, you must take a longer view as an investor. Our market/economy will be supported by a change in Fed policy to lower rates along with a government increasing fiscal spending along with fewer regulations. We hope that the Fed is perceived as aggressive enough next week such that our yield curve steepens, the dollar falls and commodity prices rise. If so, all markets will lift as the outlook for global growth will improve too. Yes, the U.S. will be the tipping point if our Fed acts accordingly. We favor investing in the U.S. until we see discernable policy changes abroad.

Our portfolios own technology, global capital goods, and industrials, some financials, cable with content, low-cost commodity companies, some healthcare, housing-related and specific retailers, airlines, agricultural-related and many special situations. We are flat the dollar and own no bonds.

Remember to review all the facts; pause, reflect and consider mindset shifts; look at your asset mix with risk controls; do independent research and…

Invest Accordingly!

Bill Ehrman

Paix et Prospérité LLC

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