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Author: tecmo   😊 😞
Number: of 3852 
Subject: TACO Opportunity?
Date: 01/20/26 3:29 PM
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I am eyeing SP500 at 6000 as a potential entry point on the TACO thesis...

tecmo
...
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Author: mungofitch 🐝🐝 SILVER
SHREWD
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Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/20/26 3:58 PM
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Speaking of acronyms, I think that if the US takes over Greenland by force they should rename it JEDI.
Jeffrey Epstein Distraction Island

Not a political comment, and in fact I doubt there is anything much interesting in the unreleased files, intended merely as a joke on the desperation of the administration to bury the story. Since I don't expect any great revelations, I almost kinda sorta almost sympathize with them...in their shoes I'd want a distraction too. Though maybe I wouldn't, err, do it that way.

Jim
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Author: weatherman   😊 😞
Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/20/26 5:21 PM
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sometimes tacos wreak their own revenge, although i tend to agree greenland is taco worthy.
carney indicates 'abrupt' economic displacement, although that means nothing to 99% of active traders since that market is even shorter-termed.

worth a listen :
https://globalnews.ca/news/11620877/carney-davos-w...

although carney does merely ok on the rough Q&A, its a galaxy of difference related to any comprehension ever exhibited by trump.

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Author: mungofitch 🐝🐝 SILVER
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Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/21/26 6:01 AM
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worth a listen :
https://globalnews.ca/news/11620877/carney-davos-w...

That's a truly remarkable speech, thanks for posting the link. For those who didn't click through, it's well worth reading the transcript--doesn't take long. He outlines the direction of realpolitik without despondence for countries not big enough to count among the Great Powers.

It's so rare to hear a politician actually say something rather than just posturing and pandering or announcing something performative. Mr Draghi is the only other one that springs to mind. I guess it's something you get with technocrats called in during emergencies, but not otherwise.

As noted recently in Foreign Affairs, the last 80 years have been the longest stretch without war between great powers since the Roman Empire. Mr Carney observes drily that the "notional rules" era is definitively over. But it shouldn't be that hard to learn how middling powers should best comport themselves in times of great power dominance and rivalry. And, statistically pretty likely, of war.

Jim
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Author: tecmo   😊 😞
Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/21/26 3:01 PM
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Looks like a full TACO

https://www.cnbc.com/2026/01/21/trump-tariffs-nato...

Trump says he reached Greenland deal ‘framework’ with NATO, backs off Europe tariffs

I wasn't expecting such a quick turn around...


tecmo
...
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Author: Steve203 🐝  😊 😞
Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/21/26 5:23 PM
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I wasn't expecting such a quick turn around...

The EU pushed back. Suspended the approval process for the "arty" trade deal negotiated some months ago, and threatened more trade action.

Steve
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Author: Timer321   😊 😞
Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/21/26 8:12 PM
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Trump wanted 2 things.

Artic security arrangements including military a d resources.

The EU needs their central government to be more powerful with legal changes. Europeans are on board.

In 1988, working my way through college my boss would say he only made one mistake in business. In 1969 for $250k he could have bought the block. He thought 250 was too high. Ha!

This ties in to the EU.

The Abrams family want the 1969 deal. By 1988 the family had mushroomed in size to 36 people. They could no longer make a decision to sell the property.

Trump is kicking the Europeans into shape.
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Author: Timer321   😊 😞
Number: of 3852 
Subject: Re: TACO Opportunity?
Date: 01/21/26 8:14 PM
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Europeans are on board.

https://www.yahoo.com/news/articles/newsom-adminis...
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