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was driving my rolls roice while i was writing this post and hit a stupid fucking bus

Rolls roice

One of the world’s top social media and technology companies is Meta Platforms Inc., which used to be called Facebook. It runs several popular platforms, such as Facebook, Instagram, WhatsApp, Messenger, Thread, and Rolls, that connect billions of people around the world. It also creates innovative products and services,  similar to Oculus, Portal, Novi, and Horizon, that end up making a  further immersive and inclusive metaverse. The company was founded in 2004 and the current CEO of the company is Mark Elliot Zuckerberg. The share price of the Meta Platforms has consistently advanced in the last six months. Its market cap increased to 784.994 Billion. The Meta stock has an EPS of $8.64, which denotes the amount the company earns on each share. The company’s price-to-earnings ratio is 35.27, which indicates that the investors are ready to pay a higher price for the stock of the META company. The net cash for Meta Platforms Inc. has advanced by 124.3% compared to last year’s Q2 results resulting in $28.95 Billion, following an advance of 130.7% in long-term debt of the company, which is not good for the share. The ROI has also declined by 39.4%, leading to a further decline of -5.3% year-on-year in ROIC. Despite the negative performance of the company, it has a debt/equity ratio of 27.02%.  Meta Platforms Inc. Performance Analysis The total revenue made by Meta Platforms for the year 2022 is $116.61 Billion. The resulting net income of the company is $23.20B, which resulted in a huge advance of debt and a decline in cash flow as compared to the year 2022. The current debt of the company has increased by $12.8 Billion for the year 2022, following an EBITDA of 36%. META Share Technical Analysis z by writer11_gsm on TradingView.com The META share price has been following an uptrend for a long time leading to higher prices on the charts which has formed a rising wedge. The price is currently trading near the lower side of the pattern on the daily timeframe. The price can lead to much lower levels after a breakdown. As the META stock price has been advancing for a long time. The share is following an uptrend trading in a golden cross of the 50-day and the 200-day EMAs, which indicates bullishness in the market. The RSI for the META share has declined from the overbought zones and has not become bearish yet as it is sustaining above the 50-level without hitting the oversold zones. Technical Overview of META Stock Source: Tradingview Based upon the current financials and technical data the Meta Platforms is bullish on the charts. It can advance to further higher levels as the analysts are also bullish on the stock. Conclusion The META share price is trading in a bullish EMA cross and making higher highs leading ahead with a rising wedge pattern. If the price breaks down below the rising wedge pattern, it can lead towards the lower support levels. The RSI is a momentum indicator and is bullish on daily timeframe, which can take to price to further advances. Therefore, if the price makes bullish candlesticks, it can lead to the upper band of the rising wedge pattern. Technical Levels Support levels for the META share are – $230.00 and $274.00 Resistance levels for the META share are – $312.00 and $325.00 Disclaimer The information provided in this article, including the views and opinions expressed by the author or any individuals mentioned, is intended for informational purposes only. It is important to note that the article does not provide financial or investment advice. Investing or trading in cryptocurrency assets carries inherent risks and can result in financial loss. Source

VF-1D Valkyrie (VF-1Dバルキリー)

Battroid Mode (バトロイド形態)

Equipment Type: all-environment variable fighter and tactical combat battroid Government: U.N. Spacy, U.N. Navy, U.N. Space Air Force Manufacturer: Stonewell/Bellcom Cost: not publicly disclosed, but reported as approx 20 times that of a standard Destroid Introduction: November 2007 Operational Deployment: February 7, 2009 Accommodation: pilot plus passenger in Marty & Beck Mk-7 zero/zero ejection seats Dimensions (Battroid Mode)  ▸ Height: 12.68 meters  ▸ Width: 7.3 meters  ▸ Length: 4.0 meters  ▸ Mass: 13.25 metric tons (empty); 18.5 metric tons (standard T-O) Structure: space metal frame, SWAG energy conversion armor Power Plant: two Shinnakasu Heavy Industry/P&W/Roice FF-2001 thermonuclear reaction turbine engines Engine Output: 650 MW each Propulsion: 11,500 kg [x g] x 2; or 23,000 kg [x g] x 2 in overboost (225.63 kN x 2 overboost); 4 x Shinnakasu Heavy Industry NBS-1 high-thrust vernier thrusters (1 x counter reverse vernier thruster nozzle mounted on the side of each leg nacelle/air intake, 1 x wing thruster roll control system on each wingtip); 18 x P&W LHP04 low-thrust vernier thrusters beneath multipurpose hook/handles Thrust-to-weight ratio: 3.47 (empty); 2.49 (standard T-O); 1.24 (maximum T-O) Maximum Walking Speed (Battroid Mode): 160 km/h g limit: +7 (in space) Design Features: 3-mode variable transformation; variable geometry wing; vertical take-off and landing; control-configurable vehicle; single-axis thrust vectoring; three "magic hand" manipulators for maintenance use; retractable canopy shield for Battroid mode and atmospheric reentry; option of GBP-1S system, atmospheric-escape booster, or FAST Pack system Guns  ▸ 2 x Fixed Mauler RÖV-20 anti-aircraft laser cannons, firing 6,000 pulses per minute each  ▸ 1 x Howard GU-11 55 mm three-barrel Gatling gun pod with 200 rds fired at 1,200 rds/min Bombs & Missiles  ▸ 4 x underwing hard points for 12 x AMM-1 hybrid guided multipurpose missiles (3/point)  ▸ or 12 x MK-82 LDGB conventional bombs (3/point)  ▸ or 6 x RMS-1 large anti-ship reaction missiles (2/outboard point, 1/inboard point)  ▸ or 4 x UUM-7 micro-missile pods (1/point) each carrying 15 x Bifors HMM-01 micro-missiles  ▸ or a combination of above load-outs Optional Armament  ▸ Shinnakasu Heavy Industry GBP-1S ground-combat protector weapon system  ▸ or Shinnakasu Heavy Industry FAST Pack augmentative space weapon system

Source: MACROSS MECHA MANUAL

The fucking rolls roice(? idk how to spell it but my phone tried rice and I’m not gonna disrespect rice like that)

Reminded me of a conversation I heard in like high school, we’re sm one said, eventually all cars would be self driving, and hooked up to a sort of universal cloud so they all move in unison and can’t get into accidents.

And my first thought was ‘you mean like a train? Because you’ve basically just described a train?

The only arguably good thing in that waist of $14 billion was the umbrella pocket in the door. That’s it.

That thing goes over a bumpy road, that weird space between the wheels and body is gonna crumple like my bad anime fan art from middle school.

And what’s with those wheel covers? Somethings gonna get stuck in there, it’s gonna take longer to change a tire, it’s all bad.

Somewhere rich people lose their sense of taste, I assume it’s around when they lose their sense of restraint

Precisely. I mean, I’m 99% certain that it’s a concept car and it hasn’t left that driveway because I’m fairly certain that not having a steering wheel isn’t street legal, and beyond that that thing couldn’t get over the smallest bump in the road because of the wheel covers & apparent complete lack of suspension. It’s absolutely gimmicky. Beyond that Aston Martins have had wacky hidden compartments for pens and stuff for eons (there’s a reason it was James Bond’s vehicle of choice), so even that isn’t particularly groundbreaking. The matching luggage is too much. I’m not gonna lie I feel like with Rolls Royce/Bentley/Aston Martin you’re paying for the name more than just about anything else. You can get matching or better luxury in a Mercedes for half the price. ¯\_(ツ)_/¯

Also: while I think having cars being able to communicate with each other would be helpful and prevent more accidents, what your classmate was describing is trains. And also an Elon Musk fever dream of everyone driving Teslas.

Testing the Fed

Testing the Fed

The bond vigilantes are pushing rates higher, testing the Fed's resolve to maintain an overly accommodative policy.  All this while the economy picks up steam along with inflationary expectations.  The yield curve continued to steepen last week, with the 10- and 30-year treasury yields rising to 1.557% and 2.304%, respectively. Stock markets came under further pressure fearing much higher rates as the economy picks up steam as we get our arms around the virus and trillions of additional stimulus hits the economy.

While rising rates due to an improving economy is a good thing, the Fed has put themselves out there repeatedly, saying that they are willing to let the economy run hot with inflation running above 2% for quite some time. The market has not only reacted to the rise in rates, but it was also the velocity in change that had even greater, more significant effect on investors. The Fed has many options to slow the steepening yield, like operation twist where the Fed focuses on buying long bonds. We would expect the Fed to say something at its next meeting in two weeks regarding the steepening yield curve rather than just saying that the sudden move was a surprise.  

We fully expect the markets to fight a tug of war over the next 18 months between rising economic growth/inflation/earnings/cash flow, a steepening yield pressuring multiples and rising earnings. We are not worried that long-term inflation/inflationary expectations/interest rates will run away.  We see large productivity gains ahead, lowering unit labor costs, global competition, more disruptors, and above-average tech spending reducing costs.  Operating margins are expected to increase to over 12.5% in 2022, up from 10.4% in 2020, with operating earnings growing from $140/share in 2020 to over $205/share in 2022.  The market sells below 22 times and 19 times our calendar 2021 and 2022 S & P earnings estimates, which offers upside, especially for those companies leveraged to the economy selling at discounts to the market.  

Corrections are never fun, but you need to put all of this in perspective.

Let's look at with the major issues facing the market today.

Getting our arms around the coronavirus gets better each week as the number of cases and deaths continues to decline.  In contrast, the number of people getting vaccinated accelerates week over week to now over 2 million vaccinations per day.  Biden predicted this week that everyone could be vaccinated by the end of May.  That is dramatically far ahead of earlier expectations. We have not changed our view that everyone in the world could be vaccinated by year-end, thus putting the virus in the rearview mirror as we move forward.  Also, watch openings accelerate big time over the next few months

Investors are focused on Fed maintaining an overly accommodative policy as the economy heats up, boosted by additional stimulus on the way. Powell said last Thursday "that we are still a long way from our goals of maximum employment and inflation averaging 2% over time.” He is concerned by the tightening in financial conditions that threaten the achievement of our goals… and the Fed has tools to address the tightening in financial conditions." While Powell expects inflation to increase as the economy picks up steam initially, he still does not believe that it is sustainably above 2%. We agree.

We expect Congress to pass close to a $1.7 trillion stimulus bill within the next ten days. The final bill will include $1400 checks for individuals; an increase in unemployment assistance; more aid to states and municipalities; nutrition assistance; housing aid; tax credits for families and workers; more money for education and childcare; additional health insurance subsidies; more money for small businesses; and finally, lots of money for vaccines, testing, and hospitals. Most of this added money will not flow into the economy until much later in the year or not until 2022. Well over $650 billion of the January stimulus bill still has not hit the economy.  Now you can understand why the bond vigilantes are concerned with all this excess liquidity in the system with much more on the horizon, including a multi-trillion demand-focused stimulus bill, which we expect by the summer. We get it but believe their fears to be premature by at least a year.

Stock markets go up even as inflation and interest rates are rising if it is due to accelerating growth. Data points support our view that the economy has already taken off: new orders for manufactured goods increased 2.6% in January; shipments rose 1.9%; inventories rose only 0.1%, so the inventory/shipment ratio fell further; the Beige Book showed business optimism increasing as vaccines roll out, overall conditions are improving moderately, price/input increases are modest, and employment is increasing albeit slowly; construction spending increased 1.7%; the Feb Manufacturing PMI rose to 60.8; new orders registered a healthy 64.8; production index rose to 63.2;  backlog increased to over 64 and finally February retail sales jumped 4.5% excluding gasoline.  The February employment report was better than expected, increasing by 279,000. It was the first sign that openings are accelerating in leisure and entertainment, where jobs rose over 355,000 as pre-pandemic restrictions were lifted. That's a pretty impressive set of numbers and remember that all of this is still amid the pandemic and before the additional stimulus.  

An overheating economy down the road? Bet on it, but we see inflation staying contained longer term due to substantial productivity gains as corporations do more with less. This presents a problem for the Fed, who are focused on bringing down unemployment to pre-pandemic levels. Employment gains will accelerate for sure, but we still are over 10 million jobs below pre-pandemic levels.

Accelerating global growth is a vital part of our investment thesis. China, the second most important economy globally, has set a target of exceeding 6% growth in 2021 vs. 2.3% in 2020. While the government intends on accelerating spending in 2021, primarily for technology, it expects to reduce its deficit to GNP to 3.2%, which is good news. We are pleased that the government is also focused on strengthening its financial system.  Growth is bottoming in Europe and is beginning to expand in Japan, India, and many other countries in the Far West. All of this is welcome news as growth/putting deflation on the rearview mirror is good. We were surprised that OPEC decided not to increase production showing real discipline, as is evident in most industrial commodities where supply growth will lag demand growth for several years, creating higher prices and investment opportunities.

Investment Conclusions

Growth is good, and we take the Fed at its word that it will not change its accommodative stance until unemployment returns to pre-pandemic levels, which will not happen until mid -2022 at the earliest. Stock markets go up during periods of accelerating growth and rising yields until we near the end innings of the expansion after many tightening, which is funny even to mention as we are just in the beginning of this new expansion. We are not able to quantify the trillions already in the system with trillions more on the way. It is hard to see much risk in the markets with all that liquidity sloshing around. We would take this correction as an opportunity to invest with an 18–24-month time frame focusing on those companies most leveraged to the economy selling at a considerable discount to future earnings/cash flow.

We are investing in both cyclical and secular plays, which will benefit from current and future stimulus especially focused on those companies tied to EV, 5G, clean air, infrastructure, and technology. Besides a significant improvement expected in operating margins and earnings, we are forecasting a meaningful improvement in cash flow and ROIC such we envision a large hike in dividends and buybacks, which is good for stock evaluations.

Our concentration areas include global capital goods/industrials/machinery; industrial/agricultural commodities; financials, transportation, technology, and special situations, including some opening plays. Each investment has superior management, winning short/long term strategies, and sell at a sharp discount to intrinsic value. Continue to sell defensive holdings, bonds, and any highflier selling at a huge multiple of sales without real earnings.

The Fed should stay its course supporting growth. Should they consider operation twist? Yes, to keep pressure on the longer end of the yield curve. But most of all, the Fed needs to maintain its credibility.  Remember that we are in the early innings of the recovery, and inflation is likely to pick up until shortages end and productivity kicks in. Stay the course!

Our weekly webinar will be held on Monday, March 8th, at 8:30, am EST. You can join the webinar by entering https://zoom.us/j/9179217852 into your browser or dialing +646 558 8656 and entering the password 9179217852.

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

Invest Accordingly!

Bill Ehrman

Paix et Prosperite LLC

917-951-4139

Rolls Roice Cullinan

Source: reddit

#VÍDEO - Así es el automóvil considerado el más caro de la historia

Nuevo artículo publicado en http://www.prozesa.com/2017/05/31/video-asi-es-el-automovil-considerado-el-mas-caro-de-la-historia/

#VÍDEO - Así es el automóvil considerado el más caro de la historia

La compañía de automóviles de lujo Rolls-Royce presentó durante una exposición en Italia un nuevo modelo diseñado por encargo de un cliente que podría ser el automóvil más caro de la historia.

En el marco de la exposición Concorso d’Eleganza Villa d’Este, celebrada entre los días 26 y 28 de mayo en Italia, Rolls-Royce ha presentado su nuevo modelo, un coche exclusivo que podría ser el automóvil más caro en la historia, según el portal Blasting News.   El precio estimado del Rolls-Royce 103EX, también llamado Sweptail, es de unos 12,7 millones de dólares. La compañía británica ha revelado en su sitio web que el auto fue creado por encargo de un cliente cuyo nombre no ha sido desvelado y que su diseño está "inspirado por muchos de sus coches favoritos de la edad de oro de la marca -principios del siglo XX– así como por muchos yates clásicos y modernos". La colaboración entre el cliente y el equipo de diseñadores de la empresa ha dado origen a "un Rolls-Royce, pero a uno que no ha tenido nunca igual", concluye la compañía automovilística.   A continuación el vídeo: https://youtu.be/ihgHbb-cJFA

Rolls Roice cream. Weer een prachtig gevalletje “Hebj’em?” :-)

Dank: Erwin Jansen! 

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Roll roice oreo, what ip,

VF-1D Valkyrie (VF-1Dバルキリー)

G.E.R.W.A.L.K. Mode (ガウォーク形態)

Equipment Type: all-environment variable fighter and tactical combat battroid Government: U.N. Spacy, U.N. Navy, U.N. Space Air Force Manufacturer: Stonewell/Bellcom Cost: not publicly disclosed, but reported as approx 20 times that of a standard Destroid Introduction: November 2007 Operational Deployment: February 7, 2009 Accommodation: pilot plus passenger in Marty & Beck Mk-7 zero/zero ejection seats Dimensions (G.E.R.W.A.L.K. Mode)  ▸ Wingspan: 14.78 meters (fully extended)  ▸ Height: 8.7 meters  ▸ Length: 11.3 meters  ▸ Mass: 13.25 metric tons (empty); 18.5 metric tons (standard T-O) Structure: space metal frame, SWAG energy conversion armor Power Plant: two Shinnakasu Heavy Industry/P&W/Roice FF-2001 thermonuclear reaction turbine engines Engine Output: 650 MW each Propulsion: 11,500 kg [x g] x 2; or 23,000 kg [x g] x 2 in overboost (225.63 kN x 2 overboost); 4 x Shinnakasu Heavy Industry NBS-1 high-thrust vernier thrusters (1 x counter reverse vernier thruster nozzle mounted on the side of each leg nacelle/air intake, 1 x wing thruster roll control system on each wingtip); 18 x P&W LHP04 low-thrust vernier thrusters beneath multipurpose hook/handles Thrust-to-weight ratio: 3.47 (empty); 2.49 (standard T-O); 1.24 (maximum T-O) Maximum Walking Speed (G.E.R.W.A.L.K. Mode): 100 km/h Maximum Flying Speed (G.E.R.W.A.L.K. Mode): 500 km/h g limit: +7 (in space) Design Features: 3-mode variable transformation; variable geometry wing; vertical take-off and landing; control-configurable vehicle; single-axis thrust vectoring; three "magic hand" manipulators for maintenance use; retractable canopy shield for Battroid mode and atmospheric reentry; option of GBP-1S system, atmospheric-escape booster, or FAST Pack system Transformation from G.E.R.W.A.L.K. to Battroid (automated): under 2 sec. Guns  ▸ 2 x Fixed Mauler RÖV-20 anti-aircraft laser cannons, firing 6,000 pulses per minute each  ▸ 1 x Howard GU-11 55 mm three-barrel Gatling gun pod with 200 rds fired at 1,200 rds/min Bombs & Missiles  ▸ 4 x underwing hard points for 12 x AMM-1 hybrid guided multipurpose missiles (3/point)  ▸ or 12 x MK-82 LDGB conventional bombs (3/point)  ▸ or 6 x RMS-1 large anti-ship reaction missiles (2/outboard point, 1/inboard point)  ▸ or 4 x UUM-7 micro-missile pods (1/point) each carrying 15 x Bifors HMM-01 micro-missiles  ▸ or a combination of above load-outs Optional Armament  ▸ Shinnakasu Heavy Industry GBP-1S ground-combat protector weapon system  ▸ or Shinnakasu Heavy Industry FAST Pack augmentative space weapon system

Source: MACROSS MECHA MANUAL

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Global Take-off

Global Take-off

The global economies have begun to accelerate, with some areas of the world stronger than others depending on how well they are getting their arms around the coronavirus.

If you listened to comments from the heads of the major banks on their earnings calls this past week, you would get why we are positioned for a supercharged growth for many years to come. Their messages were consistent: consumers have added trillions to their savings, reduced debt, and have begun to spend; corporations are also primed to spend after maintaining a very cautious stance during the pandemic; trillions of added stimulus are on the horizon, and the Fed will remain accommodative for several more years. Interestingly, bond yields have fallen slightly recently as investors have added to their positions at higher rates despite robust economic data. Interestingly, there have been positive flows into both stock and bond funds over the past few weeks. Stocks have continued to move higher on the prospects of the strong economy and much higher corporate earnings. Despite continued calls for an imminent correction by the pundits on cable news that are so influential, we are maintaining our positive stance as the outlook over the next 18-24 months never looked better. If China’s first-quarter blowout quarter is any indication as to where we are going as we put the virus behind us, excellent data is ahead. And don’t forget that we are still in the very early innings of a global take-off. Invest accordingly.

News on the coronavirus continues to be mixed, with deaths continuing to decline domestically. Simultaneously, problems persist overseas, especially in India, although prospects are improving as vaccines are rolled out across the world. Despite JNJ’s pause due to clotting issues in six people out of millions vaccinated, supply is more than ample to cover the globe from Pfizer and Moderna, which is excellent news. We heard last week from Pfizer’s CEO, Albert Bourla, that people will most likely need a booster shot within a year afterward. Then annual vaccinations, like annual flu shots, to maintain protection against the virus as it evolves. We have learned a lot during the pandemic. The new mindsets and behavioral changes will reduce the risk of getting viruses, including the deadly flu, in the future. We remain confident that the coronavirus will be in the rearview mirror before year-end, which will support the sustainability of economic recovery for many years ahead.

Fed Chairman Powell spoke last week in a virtual event hosted by the Economic Club of Washington and commented that the U.S is entering a period of faster growth, but the virus remains a risk. “We will reach the time which we will taper asset purchases when we’ve made substantial progress toward our goals…. that will be well before the time we consider raising interest rates,” Powell added that the Fed would not sell bonds but let them run off at maturity. Every decision will be outcome-based rather than preemptive. It is clear from his comments and that of other Fed governors that the Fed will remain overly accommodative for a few more years and most likely not begin to raise rates until the end of 2023. It remains our view that all monetary bodies will remain overly accommodative and are prepared to let their economies run hot even if near-term inflation increases above trend as expected. All good as liquidity drives markets and not one of the monetary authorities wants to run the risk of taking the punch bowl away too soon.

Negotiations on Biden’s American Jobs Plan began in earnest last week with the Republicans focusing on more traditional infrastructure spending while the Dems wanted to include their social agenda too. The key seems to be on how the bill will be financed rather than the actual size of the bill, which we find more extensive than needed to rebuild our infrastructure, including roads, bridges, ports, water pipes, the electrical grid, broadband, EV and going green. Senator Manchin of West Virginia, a moderate Democrat, is the swing vote and does not support a 28% corporate tax rate but wants any bill to be fully funded. It was interesting to hear the IRS Chief say before the Senate that as much as $1 trillion in taxes go uncollected each year as he pleaded for more funds for collections. We expect a multi-trillion infrastructure bill in two parts financed with a significant tax increase on the very wealthy, a 25% corporate tax rate including a minimum tax, user fees, project funding, and closing tax loopholes. Clearly, additional stimulus is on the way, both here and abroad, which will boost growth in 2022 and beyond and only add to the longevity/strength of the global take-off.

Recent economic statistics both here and abroad have been nothing short of extraordinary if you consider that we are just beginning to open up here and problems persist abroad: jobless claims fell to 576,000, the lowest since the pandemic started; industrial production increased 1.4% in March; homebuilder confidence rose to record levels in April; housing starts rose to the highest level since 2006; retail sales raised an outstanding 9.8% in March; the Empire State Manufacturing Survey climbed 9 points to a multi-year high; consumer sentiment in April was 86.5, current conditions were 97.2, and consumer expectations rose to 79.7. It was no surprise that consumer prices rose 0.6% in March after gaining 0.4% in February. The jump in the cost of gasoline accounted for half the increase as core inflation rose only 0.3% from February. We agree with the Fed that higher inflation will be transitory over the next several months and stabilize around 2% for the next several years, held down by global competition, technology, disruptors, increased capital spending, and shortening supply lines.

Economic stats in the Eurozone, Japan, India, and China are all improving, despite a rise in cases in many countries.  The European Union has set out to raise over $1 trillion of debt to fund a recovery plan from the pandemic. China just reported an 18.3% increase in the first quarter GNP boosted by much higher-than-expected retail sales. China’s economy will expand closer to 8% this year rather than the government forecast of around 6%. We see a boom in global trade lifting all boats, something not seen in many years.

Investment Conclusion

Even before we have herd immunity, the global economy is taking off, supported by accommodative monetary/fiscal policies everywhere and trillions of excess liquidity everywhere. We suggest listening to as many conference calls as possible to get the pulse from those closest to the firing line. You will hear first-hand that we are entering a supercharged global economy with much higher levels of profitability. Managements control costs/spending and forecast higher operating margins, earnings, cash flow, and ROIC for several years ahead. While the market could correct at any time, we see any corrections staying limited as there is just too much excess liquidity in the system. We would expect all monetary bodies to respond quickly if there was any instability in the financial markets.

We continue to focus on companies leveraged to the economic recovery and the forthcoming stimulus plans. Areas of emphasis include global industrials/capital goods/machinery companies; technology at a price; financials as we expect the yield curve to continue to steepen; industrial commodities as demand will outstrip supply for many years; transportation and several unique situations.

The bottom line is hold the line and stay invested in those areas with the wind to their backs.

Our investment webinar will be held on Monday, April 19th, at 8:30, am EST. You can join the webinar by entering https://zoom.us/j/9179217852 in your browser or calling +646 558 8656 and entering the password 9179217852.

Remember to review all the facts; pause, reflect and consider mindset shifts; look at your asset mix with risk controls; listen to as many conference calls as possible; turn off your cable news; do independent research and …

Invest Accordingly!

Bill Ehrman

Paix et Prosperite LLC

917-951-4139

Dueto na chuva

Ainda sinto a gota no alto da testa

O garoto da loja de sorvete parou de assobiar toda vez que ela passa

O passo de cada passada é contado como se valesse contar cada quilômetro, como se tivesse alguma relevância nisso

Eu não sei o que aconteceu entre novembro e dezembro

Mas uma nuvem de ansiedade hoje paira sobre mim

Já não me lembro como era o dueto na chuva

Já não me lembro do olhar da sorveteria

Mal me lembro dos dias caídos pelo vão, e quão vão e livre era todo pensamento que me passava

Eu tropeçaria mil vezes na mesma calçada.

Esperaria conhecer um descendente Romanoff que finalmente me assassine, colocando todos os meus “eus” em fileira and shot.

Não é que eu queira ser colocado em um Rolls-roice em uma estrada para Kathmandu

Não é que eu queira ser igual aos carnívoros que consomem vento

É que as vezes, acordar como um fantoche,

Não seria má ideia não

Mas que pena, não é assim que Deus faz um homem.

-Bazilio 31/12/20