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  1. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Hello Endlessw, I'm sorry that your situation...

    Hello Endlessw,
    I'm sorry that your situation doesn't jive with the current trend. Manufacturing output is going to surprise many in the next year. Meanwhile, industrial production is humming...
  2. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    I won't engage into the political BS that has...

    I won't engage into the political BS that has been posted. What I will state; manufacturing in the US is doing quite well.

    As to the defence work that I noted, it is still a relatively small...
  3. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Hello Mark, You are certainly correct, but...

    Hello Mark,
    You are certainly correct, but domestic demand is continuing its acceleration. The US Defence spending has just started to trickle in, look for the next 6 years before that slows down.
  4. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Thanks Triboat, I have been positive on the...

    Thanks Triboat,
    I have been positive on the markets for quite awhile now, but it was the Illinois Tool Works' good news a couple of weeks ago that made me feel more confident. More of these Blue...
  5. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Hello Triboat, Today's market action looks...

    Hello Triboat,
    Today's market action looks impressive. Can you imagine what it must feel like if you sold last December? Many money managers did, and now they watch in horror.
  6. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    It is clear, that you do not know what is...

    It is clear, that you do not know what is happening here in the US. So, what really is happening? The answer can be stated in one word; DEMAND. The whole world cannot get enough of what we make.
  7. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    The Recession hawks have taken a severe beating...

    The Recession hawks have taken a severe beating this month, but what is most notable, is that the industrial economy in the US is showing renewed, accelerating strength. Germany and China's...
  8. Replies
    263
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    15,642

    There seems to be a lot of retired machinist on...

    There seems to be a lot of retired machinist on this site. Many of them are knowledgeable participants.

    Despite your negative view of CA, I will refrain from anymore comments toward a senior...
  9. Replies
    263
    Views
    15,642

    Despite your silly rant, California is doing just...

    Despite your silly rant, California is doing just fine.

    Are we "dead broke"? hardly. California business' can easily carry the weight of all the Libtards on their back, and also the elevated...
  10. Replies
    19
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    4,440

    Hello Sjzona. The filter that you are referring...

    Hello Sjzona.
    The filter that you are referring to is the pick-up sieve filter, it is only going to protect your hydraulic pump motor. This sieve filter will not protect your solenoid valves. ...
  11. Replies
    54
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    3,946

    Looking into the the future, I cannot say what it...

    Looking into the the future, I cannot say what it will be like.

    What I can say is, I am doing the same exact same thing that I did 40 years ago.

    for 10x the $.
  12. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Hello Triboatworks, I sure would have liked to...

    Hello Triboatworks,
    I sure would have liked to see the DOW at a all-time high today, but it needed 90 more points to achieve that. The S&P is clearly in uncharted territory, last week's big movers;...
  13. Replies
    263
    Views
    15,642

    There has been some very interesting post from...

    There has been some very interesting post from the Anti Californians.

    Just a reminder to those that plot the demise of CA, California has zip codes that out produce many states total output. So...
  14. Replies
    263
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    15,642

    There is a very good chance that PG&E will be...

    There is a very good chance that PG&E will be delisted this coming week. The process can be tricky for those that want to short PG&E. Personally, I would not try to short PG&E's shares.

    It's...
  15. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Hello Thunderjet, I'm sure that there are...

    Hello Thunderjet,
    I'm sure that there are others, but I would say that Illinois Tool Works is the "classic example" of a bell weather company. This company is a broadly diversified "Blue Chip" that...
  16. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Good Morning PeteM, Trboat's chart shows a...

    Good Morning PeteM,
    Trboat's chart shows a degree of panic amongst some manufacturers future expectations. Many Wall Street pros are also getting rattled. In one example, exactly 1 month ago,...
  17. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    I can certainly see your concern. Your chart...

    I can certainly see your concern. Your chart does show something... lots of "fear".

    This, again, is incredibly bullish.
  18. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Very well said Emanuel, What I see is that lower...

    Very well said Emanuel,
    What I see is that lower interest rates will not spark "demand" compared to a healthy dose of well needed infrastructure spending.

    When we eventually do dip into...
  19. Thread: Recession?

    by otrlt
    Replies
    287
    Views
    24,505

    Yes Triboat, These articles are quite popular,...

    Yes Triboat,
    These articles are quite popular, and plentiful these days. These publications have been very successful at frightening investors out of the market.

    As I stated earlier, Money...
  20. Replies
    263
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    15,642

    Wishful thinking toolfool, California, despite...

    Wishful thinking toolfool,
    California, despite carrying a bunch of LibTards on there back, produce a shit load of product, allot is defence aircraft.

    Don't let your own politics turn you into an...
  21. Thread: Drone attack

    by otrlt
    Replies
    582
    Views
    25,159

    The trade meetings will focus on who blinks...

    The trade meetings will focus on who blinks first.

    Trump knows that a trade deal with the Chinese will not happen until the Chinese realize that he is more than willing to put the Globe in a...
  22. Replies
    263
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    15,642

    PG&E is looking for another round with...

    PG&E is looking for another round with Brockovich.

    The most productive region in the country, and they can't deliver.....
  23. Replies
    263
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    15,642

    California Power Outages

    Finally I get a break, I'm going fishing tomorrow.

    PG&E is permanently damaged, they can not supply reliable power any more.
  24. Thread: Drone attack

    by otrlt
    Replies
    582
    Views
    25,159

    Thanks Triboat, We will see.

    Thanks Triboat,
    We will see.
  25. Thread: Drone attack

    by otrlt
    Replies
    582
    Views
    25,159

    Thank you Triboat for your explanation. What...

    Thank you Triboat for your explanation.

    What if volatility increases significantly? what then would be your prognostication?
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