GBA Presents: THE GREEN MARKET
- Thread starter stonedinvestor
- Start date
Ok you have seen this huge miles long armored personal and tank column heading towards Kiev.
Why no attack against them>? It's weird. Where are the drones> ? Why are the roads not being blown up.... Something is up what do the people on the ground have in mind? Will the entire city walk out and confront and have one of those scenes that pits people vs tanks?
Why no attack against them>? It's weird. Where are the drones> ? Why are the roads not being blown up.... Something is up what do the people on the ground have in mind? Will the entire city walk out and confront and have one of those scenes that pits people vs tanks?
Target and Kohls halp retail names---- ASO? // Target up big.
Russian official Medvedev warns economic wars 'often turn into real one's and adds I am a prick.
Mar. 01, 2022 9:05 AM ET
Andrea Verdelli/Getty Images News
We have been brought up to fear Russia, fear their broken down drunkin' system of forced conscripts. The truth is a bit different. We teach our Armies how to think, think on the go and to
problem solve. Our younger officers are emboldened to take over a situation when called for and to lead.
In the Russian army young officers are held down for fear of over throw.. they are not taught this way- they follow orders and that is it even if that order is to attack civilians and march into a lake.
Logistics are a joke in the Russian army and yes they have Nukes but I wager a great number of them don't even work. Go ahead Dmitry talk stupid shit--but watch your tone boy.... The French may take that crap Ole' Fighting Joe Biden won't.
Mar. 01, 2022 9:05 AM ET
Andrea Verdelli/Getty Images News
- Dmitry Medvedev, Russia's top security official, responded on Tuesday to French Finance Minister Bruno Le Maire's promisefor an economicand financial war that would collapse the Russian economy.
- "Watch your tongue, gentlemen!,"said Medvedev via Twitter. "And don't forget that in human history, economic wars quite often turned into real ones."
We have been brought up to fear Russia, fear their broken down drunkin' system of forced conscripts. The truth is a bit different. We teach our Armies how to think, think on the go and to
problem solve. Our younger officers are emboldened to take over a situation when called for and to lead.
In the Russian army young officers are held down for fear of over throw.. they are not taught this way- they follow orders and that is it even if that order is to attack civilians and march into a lake.
Logistics are a joke in the Russian army and yes they have Nukes but I wager a great number of them don't even work. Go ahead Dmitry talk stupid shit--but watch your tone boy.... The French may take that crap Ole' Fighting Joe Biden won't.
Well inventory is very high everywhere because folks have over compensated for the snafu's in logistics. This is worrying for a few QTRs down the line especially in Semi's as at some point forward orders will be trimmed back. Regarding Nike shoes... I don't see that as a big ASO
seller...
Understood. But wouldn’t Nike apparel be included with their DTC push? Still may not be a big part. Just not sure.
Cummins (CMI+0.1%) tells Reuters it expects "some impact" to its business in Russia and is preparing forcurrent and anticipated sanctions.
Cummins has an office in Moscow and an agreement with Russian truck maker Kamaz - which is 47% owned by Russian state conglomerate Rostec and supplies parts to Russian military vehicles - to produce engines for the company's fleet of trucks, buses and other heavy machinery.
Deere (DE+3.8%), which opened a manufacturing and parts distribution plant near Moscow in 2010 that was its largest single investment in more than 100 years of doing business in Russia, didn't specify how its business will be impacted, tells Reuters it will abide by any sanctions but does not specify how its business would be affected.
Grain trader Bunge (BG-0.6%)said continued conflict in Ukraine and sanctions on Russia could have an "adverse effect" on its operations in the region; Bunge and rivals Archer Daniels Midland and Cargill suspended operations in Ukraine last week but none have stopped their business in Russia so far.<--- Yikes
Caterpillar (CAT+0.3%), which also has distribution and manufacturing facilities in Russia, did not respond to a Reuters request for comment.
Cummins has an office in Moscow and an agreement with Russian truck maker Kamaz - which is 47% owned by Russian state conglomerate Rostec and supplies parts to Russian military vehicles - to produce engines for the company's fleet of trucks, buses and other heavy machinery.
Deere (DE+3.8%), which opened a manufacturing and parts distribution plant near Moscow in 2010 that was its largest single investment in more than 100 years of doing business in Russia, didn't specify how its business will be impacted, tells Reuters it will abide by any sanctions but does not specify how its business would be affected.
Grain trader Bunge (BG-0.6%)said continued conflict in Ukraine and sanctions on Russia could have an "adverse effect" on its operations in the region; Bunge and rivals Archer Daniels Midland and Cargill suspended operations in Ukraine last week but none have stopped their business in Russia so far.<--- Yikes
Caterpillar (CAT+0.3%), which also has distribution and manufacturing facilities in Russia, did not respond to a Reuters request for comment.
My own personal view is Nike apparel is somewhat less exciting now. It's been watered down and Nike collabs can be found outside of Nike itself. The shoes are still a big deal but there are more interesting fashion names for sure even in sports leisure. Adidas is worth a look. Moncler as a high end athletic leisure is killing it. Lulu Lemon. -- That " Athletica " brand I think Nike owns... ZZZzzzzzzzzzz.