Dick Kaplan - Comments

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Tesla Bought Russian Aluminum To Make Body Shells For Model Y
3 years ago

The dates are listed. Looks like Tesla was buying Russian alumninum since 2020, and through February 22nd, which was right before the invasion of Ukraine. 

So the REAL queston is, did Tesla suspend the purchases once Russia invaded? Or are they still buying it.  If they did suspend the orders, then it seems like they clearly knew the aluminum was sourced fromi Russia, but that they are abiding by US sanctions.  $TSLA

In this article: TSLA
Ancient Lessons For Modern Planners
3 years ago

It may not have as much of an impact as you think.  Many companies like #Visa, #Mastercard and #Amex made a big PR splash saying they were cutting off Russia. But if you read the fine print, they simply were not letting people use Russian issued credit card in other countries. They will still work just find in Russia, which means this will have virtually no affect at all.

As for companies like #McDonalds and #Apple, Putin said he may simply nationalize those companies' stores and confiscate all their assets, and continue to run them with Russians in charge!

$V $MA $AXP $MCD $AAPL
Visa, Mastercard, Amex Suspend All Russia Operations
3 years ago

How much of an impact will this really have?  As I understand it, only cards issued by Russian banks will no longer work outside of the country.  So they'll still work fine IN Russia which is where the pressure needs to be exerted. If they did that, Russia's economy would likely collapse, and the Russian people would deman Putin stop his aggreggion.

This will actually impact a small group of people - Russians outside of Russia who already know the truth about what is happening.

In this article: V, MA, AXP
Apple & Google Payment Systems Block Russians, Causing Chaos In Moscow Metro System
3 years ago

Of course. They always do in war.

In this article: AAPL, GOOGL
Bring Back The Curtain
3 years ago

NATO announced that they were planning to offer them membership. It doesn't exactly make them look good to offer no real support now that this is the result.

Bring Back The Curtain
3 years ago

I disagree.  Not about Biden but about Trump.  Trump has made no secret of his admiration for Putin, nor hs disdain for Ukraine.  Even just this week Trump praised Putin's actions, called him a "genius" and "very savvy" and repeated the Russian propoganda that the Ukrainians would prefer to live under Russian rule.

Why do you think Trump's reaction would be any different if he were still president?

Bring Back The Curtain
3 years ago

There are no good options on how to respond, without triggering World War III. Putin knew Ukraine's allies were too scared to take any concrete actions to hurt him. And with his new pact with China, he need not fear Western sanctions.

However, I suspect that had every Western ally of Ukraine stationed some of their troops in Ukraine, Putin would never have dared to launch an attack. That would have effectively declared war on every Western nation simultaneously. 

Markets Enjoy Some Stability
3 years ago

Not sure I condiser 1.5-2% swings every day as "stable."

Enphase Stock - CFO Retirement And Earnings Beat - A Good Sign?
3 years ago

There is a big difference between "resignation" and "retirement."

In this article: ENPH
Natural Gas: Nor'easter To Offer Fresh Selling Opportunity
3 years ago

Best article you have posted in a while! Fact based analysis and you didn't bash Joe Biden even once.

In this article: FCG, UNG, XOP
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