Pinned
Early Retiree
@earlyretiree.bsky.social
· Apr 10
"Early Retiree was right and Peter Navarro was wrong." - Ron Vara
Reposted by Early Retiree
NEW: Police knew a Kremlin spy ring recruited former leader of Reform Wales at least 3 years ago.
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
October 18, 2025 at 8:53 AM
NEW: Police knew a Kremlin spy ring recruited former leader of Reform Wales at least 3 years ago.
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
Trump created the perfect electoral ad campaign for Dems
Trump posts AI video showing him literally dumping shit on America
October 19, 2025 at 8:51 PM
Trump created the perfect electoral ad campaign for Dems
Now rename the "Peace Nobel" to "War Nobel Price" and finally give it to him
Only someone who avoided the draft would want to rename the Department of Defense to the Department of War.
September 5, 2025 at 4:50 AM
Now rename the "Peace Nobel" to "War Nobel Price" and finally give it to him
Some thoughts on capital allocation at the future Berkshire Hathaway under Greg Abel - what matters, why stock portfolio changes probably won't matter that much and why I expect $BRK.A and $BRK.B to become more volatile:
seekingalpha.com/article/4819...
seekingalpha.com/article/4819...
Berkshire's Capital Allocation After Buffett (NYSE:BRK.A)
Explore how Greg Abel's leadership may impact Berkshire Hathaway post-Buffett, with insights on M&A strategies and expected market volatility.
seekingalpha.com
September 3, 2025 at 9:44 PM
Some thoughts on capital allocation at the future Berkshire Hathaway under Greg Abel - what matters, why stock portfolio changes probably won't matter that much and why I expect $BRK.A and $BRK.B to become more volatile:
seekingalpha.com/article/4819...
seekingalpha.com/article/4819...
Update on Lanxess & why it is worth a deeper look:
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
Lanxess Is Worth Another Look (LNXSF)
Lanxess, a Germany-based chemicals manufacturer, is priced like its struggles were to continue indefinitely. Check out why I rate LNXSF stock a strong buy.
seekingalpha.com
September 2, 2025 at 3:21 PM
Update on Lanxess & why it is worth a deeper look:
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
Reposted by Early Retiree
Some charts that will surprise you:
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
September 2, 2025 at 3:07 PM
Some charts that will surprise you:
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
After the court ruling against Trump's tariffs, markets are suddenly scared by the resulting "unpredictability".
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
September 2, 2025 at 11:39 AM
After the court ruling against Trump's tariffs, markets are suddenly scared by the resulting "unpredictability".
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
Reposted by Early Retiree
*HAMMACK: NOT GOING TO SEE FULL TARIFF EFFECT UNTIL NEXT YEAR
August 21, 2025 at 3:07 PM
*HAMMACK: NOT GOING TO SEE FULL TARIFF EFFECT UNTIL NEXT YEAR
$SIRI trades for ~5x FCF (2027e). There are obviously reasons for such pessimism. I still think it will play out ok:
seekingalpha.com/article/4815...
seekingalpha.com/article/4815...
Sirius XM: There Is Hope (NASDAQ:SIRI)
Sirius XM will benefit from recent tax legislation and is very likely to increase its FCF guidance. Click here to read an analysis of SIRI stock now.
seekingalpha.com
August 21, 2025 at 3:42 PM
$SIRI trades for ~5x FCF (2027e). There are obviously reasons for such pessimism. I still think it will play out ok:
seekingalpha.com/article/4815...
seekingalpha.com/article/4815...
Reposted by Early Retiree
8/ When Witkoff lands in Moscow, Dmitriev is there to meet him at the airport. They’ve been papped taking morning strolls through Moscow parks together before heading to the Kremlin. This isn’t diplomatic protocol – it’s careful cultivation to build trust and influence. interfax.com/newsroom/top...
Witkoff comes to Moscow
"Witkoff has come to Moscow, he was met by Russian Special Presidential Representative Dmitriev," the source said.
interfax.com
August 18, 2025 at 7:06 PM
8/ When Witkoff lands in Moscow, Dmitriev is there to meet him at the airport. They’ve been papped taking morning strolls through Moscow parks together before heading to the Kremlin. This isn’t diplomatic protocol – it’s careful cultivation to build trust and influence. interfax.com/newsroom/top...
When going to Munich, Chamberlain did not take his ministers of finance and trade with him.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
August 16, 2025 at 7:19 AM
When going to Munich, Chamberlain did not take his ministers of finance and trade with him.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
Reposted by Early Retiree
US army rolling the red carpet to murderer’s plane. I will never forget this image.
August 15, 2025 at 7:23 PM
US army rolling the red carpet to murderer’s plane. I will never forget this image.
Reposted by Early Retiree
Reposted by Early Retiree
Looks like we just got two different "concepts of a deal" after all
Believe it or not, the EU-US trade deal just got messier.
The White House has published a fact-sheet about the agreement with claims that directly contradict the European Commission's version of events.
Let's take a closer look.
The White House has published a fact-sheet about the agreement with claims that directly contradict the European Commission's version of events.
Let's take a closer look.
Fact Sheet: The United States and European Union Reach Massive Trade Deal
MAKING GLOBAL HISTORY: Yesterday, President Donald J. Trump announced a trade deal with the European Union (EU), fundamentally rebalancing the economic
www.whitehouse.gov
July 29, 2025 at 9:06 AM
Looks like we just got two different "concepts of a deal" after all
Reposted by Early Retiree
Big if true. nypost.com/2025/06/28/o...
Is Chinese President Xi Jinping on his way out?
Many signs indicate this could be the case.
nypost.com
June 28, 2025 at 9:49 PM
Big if true. nypost.com/2025/06/28/o...
E. Jean Carroll: Don't.
WELKER: Do you and President Trump trust the US intelligence community and its assessments?
JD VANCE: Of course we trust our intelligence community, but we also trust our instincts
JD VANCE: Of course we trust our intelligence community, but we also trust our instincts
June 23, 2025 at 5:43 AM
E. Jean Carroll: Don't.
"The dynamic of states working to limit the leverage of foreign powers ...ultimately favors electricity taking market share ...at the expense of fossil fuels...The end result of Trump’s dominance-plus-deglobalization agenda is a pathway...toward decarbonization..."
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Trump Is Cementing the Green Energy Transition He Loathes
A new ESG — economics, security and geopolitics — will drive countries around the world to invest in renewables.
www.bloomberg.com
June 22, 2025 at 7:37 PM
"The dynamic of states working to limit the leverage of foreign powers ...ultimately favors electricity taking market share ...at the expense of fossil fuels...The end result of Trump’s dominance-plus-deglobalization agenda is a pathway...toward decarbonization..."
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
How the mainstream media continue to repeat that T aims to be "anti-war" & "a peacemaker" is beyond me. Just because he SAYS it?
“I would like to invade Canada and Greenland, two territories that have not been hostile to the USA since the 1800s (for Canada) or ever (for Greenland).”
“This man is anti-war!”
“This man is anti-war!”
June 22, 2025 at 4:46 AM
How the mainstream media continue to repeat that T aims to be "anti-war" & "a peacemaker" is beyond me. Just because he SAYS it?
Reposted by Early Retiree
Five things to remember about war:
June 22, 2025 at 4:28 AM
Five things to remember about war:
"we can’t afford to say ‘well, we’re gonna leave it to the courts, we’re gonna leave it to the journalists, we’re gonna leave it to the protestors.’” ... we can only stop Trump if we all come together."
How fascism devours democracy from the inside:
decorrespondent.nl/16177/this-i...
How fascism devours democracy from the inside:
decorrespondent.nl/16177/this-i...
This is fascism
Fascism starts with talk, not tanks. With democratic elections, not a coup. And it takes hold thanks to people who think things won’t move quickly—until they do just that.
decorrespondent.nl
June 18, 2025 at 8:16 PM
"we can’t afford to say ‘well, we’re gonna leave it to the courts, we’re gonna leave it to the journalists, we’re gonna leave it to the protestors.’” ... we can only stop Trump if we all come together."
How fascism devours democracy from the inside:
decorrespondent.nl/16177/this-i...
How fascism devours democracy from the inside:
decorrespondent.nl/16177/this-i...
Reposted by Early Retiree
If your response to the mass deportations is "think of what this will do to agriculture, restaurants, and hotels", fuck you.
June 17, 2025 at 5:25 AM
If your response to the mass deportations is "think of what this will do to agriculture, restaurants, and hotels", fuck you.
Reposted by Early Retiree
It was really just a concept of a parade
June 15, 2025 at 1:59 AM
It was really just a concept of a parade
Reposted by Early Retiree
Reposted by Early Retiree
We have entered the "The police is saying that if the police is at your door you are not safe call the police immediately" stage of making America great again
June 14, 2025 at 4:15 PM
We have entered the "The police is saying that if the police is at your door you are not safe call the police immediately" stage of making America great again