#Tariffs are a tax. a tax sucks up money from the economy and is overall deflationary.
If a tariff does increase the #price of a product - causing price “inflation” for it, then demand for other products goes down and results in #deflation.
prices cannot be set.
$BORR Got banned by @javimedi95 for telling him his figures are inflated 😂
Anyway, 14 cents per share was more than the 7-10 I expected. I think the market agrees. Here at $2.70 I’m looking to play it sideways. my thoughts: youtu.be/YOMwU1ZoqJg
$BORR just think if they were debt free how good this company would be. last quarter we found out it takes 16 out of 24 rigs of operating income just to cover the interest expense. the debt is so crushing. i’m glad they decided to hold some cash.
$ARE back to ffo growth next quarter. looks like a slow but steady recovery from here. good long term debt, and aggressive rent increases may paper over lost tenants. i see the 7.5% holding strong for a while and even increasing in the future. opinions?
youtu.be/PiKdWXDrFfg
$BORR back to profitability in Q2 with the rigs back to work. i’m expecting $.05 - $.07 earnings on next ER. still threading on thin ice with the oil price where it is. i like the choice to hoard cash.
m.youtube.com/watch?v=QykAgS…
Opinion piece on $GOOGL is up. Major cap-ex is a liability, but it creates a physical moat not traditionally present in big tech companies. 900,000 servers is hard to replicate by disruptors.
sites.google.com/view/darkhorse…
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