That's an interesting report. There we are at the top, in black and white. That's a pole position of pride. And the competition is flocking in. Greedy bastards. Money likes money. Must mean we are on to something. We need to keep growing. Growth is more important than profit right now in my eyes. First mover advantage, and these inglorious bastards are like opium farmers. They think Earth is their oyster.
And there's MJ Freeway, in the #4 slot at 8% market share. It's going to be interesting to see how HLIX vs. KERN plays out over the next few years. Vertical layers vs. the single focus.
We are entering the two slowest months of the stock market activity. And I'm crossing my fingers for a .5 opportunity. I think a big recession is on the horizon. I just hope before the election for political purposes. No matter where it falls, the spin machines will spin it. And the longer the roaring '20s, the greater the price to pay in the next business cycle. BUT, I think this will be the recession proof industry. A driver of growth just as booze was in the depression, thus the final nail in the coffin of Prohibition I. Good politics happen in crisis.
We just saw that debt ceiling rise with absolutely no resistance from those concerned last time, and rightly so, although their hypocrisy shines through as they gave us a credit downgrade with their obstruction during those Obama years. That deficit continues to rise, even with less revenue coming in . Imagine that, being on the wrong side of the laffer curve, just as the fed said way back in the Bush years. Increasing the military, one of the only 4 elephants in the room after all that talk about shutting down PBS to save some money.
There will be a price to pay for all this. And I want to be in this industry amongst others. Like Blackberry. HLIX, etc. Luby's cafeteria. Breadlines would be great! People love guilty pleasures in recessions. They go to the sin stocks. Cigarrette and booze goes up. I imagine 420 as well. They won't cut back on chocolate.
Change only happens in crisis. Some of us actually welcome it. Let's go, Vincente Fox! I'm on the Vincente Fox Team!
