AJ4Value

International investor

[AJ4Value @Aj4Value]

@MercedesBenzUSA Now this is a nice car... A M-B with a real motor. How about bringing back the AMG E63s Wagon?

[AJ4Value @Aj4Value]

This is what happens to growth when all the politicians are liberal and the solution to every problem is to raise taxes and promote more government control.

[AJ4Value @Aj4Value]

Anyone who claims that Trump isn't winning the trade war with China isn't looking at data. China has crushed their domestic market while trying to increase exports. The overall results are very poor.

[AJ4Value @Aj4Value]

The Korean market is up sharply... but it isn't up near as much as the EPS for the market. This market will run more after it consolidates. Powered by SK Hynix and Samsung Electronics.

[AJ4Value @Aj4Value]

@MitsubishiHVAC Just know these break constantly! I have had 8 coil leaks in 3 years... It costs thousands to refill the coolant and weeks without air conditioning (coils are always on backorder).

[AJ4Value @Aj4Value]

@MitsubishiHVAC I have had my system for 5 years and have had 8 coil leaks. Thousands of dollars in lost coolant and weeks without air conditioning!

[AJ4Value @Aj4Value]

@MitsubishiHVAC They have a massive quality control issue with cooling coils!!! I'm down multiple units because they keep failing. It takes weeks to get replacements (because they are out of stock -- replacing failures). Don't buy these!!!

[AJ4Value @Aj4Value]

The Korean market is up massively over the past year, but it is still listed as one of the least expensive markets based on forward p/e. The 2 largest companies trade at <6x '27 earnings!

[AJ4Value @Aj4Value]

Are you still betting against Trump rebuilding Manufacturing? The economy is getting over Biden's failed policies and starting to expand... Growth should accelerate from here.

[AJ4Value @Aj4Value]

If Social Security funds were invested in the markets instead of being looted by the government there would not be an issue with solvency. We need to allow people to determine how their money is invested.

[AJ4Value @Aj4Value]

@CNBC CNBC is now claiming that 401ks are not up? CNBC is claiming that only the rich own the stocks that are rising?

[AJ4Value @Aj4Value]

@MercedesBenzUSA pedestrian adventure... No more real excitement... No more AMG V8's with power... no more real fun. M-B has given up on performance and is focused on? I don't know what...

[AJ4Value @Aj4Value]

Manufacturing employment was strong under Trump 45, but crushed under Biden's spending and regulation... It appears that manufacturing employment may be coming back under Trump 47! Finally some signs of life.

[AJ4Value @Aj4Value]

@MercedesBenzUSA No! I want my V8 AMG E63s Wagon back!!! not some electric suv.

[AJ4Value @Aj4Value]

Capital goods orders are the engine of future growth. They fell throughout Biden's time in office, but have turned sharply higher as Trump's policies take hold.

[AJ4Value @Aj4Value]

The effects of the BBB along with massive reductions in regulation are producing results as Durable Goods Orders continue their steady rise. This should accelerate with energy prices falling. The economy is building... The Fed will not raise rates -- no reason to.

[AJ4Value @Aj4Value]

How can anyone believe the sentiment polls? How is it possible that people claim to feel so bad and spend so much. It is time to end the MI poll and start one that doesn't just poll angry liberals with TDS!

[AJ4Value @Aj4Value]

Job growth is continuing. It will accelerate as inflation falls. We will be back to significant real wage growth in the coming quarter. Interest rates will be falling along with gas prices through the summer and into the fall.

[AJ4Value @Aj4Value]

The pandemic ended the growth that was created in 2017, Biden killed the growth that came after the pandemic. Trump is bringing back huge growth to the US economy. Post the Iran conflict... growth is going to truly take off.

[AJ4Value @Aj4Value]

Look at how the blue line turns higher under Biden! No war, no pandemic, his supposed "good" economy... Biden was a disaster that will take a decade to fix. People need good jobs, not bigger handouts (and that is starting to happen).