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kscarbel2

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Everything posted by kscarbel2

  1. Scheduled for 10:00am..........should be worth watching. I like Rubio. He doesn't beat around the bush, rather he stays on point. It's obvious that he has an intimate understanding of his AOR. Only CIA director John Ratcliffe appears to be at Rubio's level. Wow.....Tim Kaine (D-VA) from -1:36........what a prick. Tammy Duckworth (D-IL)......yet another loss of face for Illinois. .
  2. Financial Times / January 28, 2026 Investors are betting the Trump administration will run the economy “hot” ahead of midterm elections, with buoyant stocks and a weaker dollar reflecting expectations of strong growth and rising inflation. A string of robust economic data has defied predictions of a slowdown in the US, sending credit spreads to the tightest levels of the century and helping stocks hit fresh record highs this month. At the same time, there is a growing belief that President Trump’s tax cuts, deregulation push and campaign for lower interest rates will add more fuel to the economy this year, as the president seeks to bolster support ahead of November’s congressional polls. “There is a carefully engineered plan to have the US economy humming into the summer,” said T Rowe price's Arif Husain. Trump boasted last week in Davos of “exploding” US growth, after figures showing GDP expanded at an annualised rate of 4.4 per cent in the third quarter of 2025, powered in part by the AI boom. The Atlanta Federal Reserve’s GDPNow model is forecasting an acceleration to 5.4 per cent in the final quarter of last year. Despite the economy’s rude health, investors expect the Federal Reserve to cut interest rates later this year under chair Jay Powell’s successor, who is set to take over in May. Higher spending and tax cuts in the president’s flagship “One Big Beautiful Bill”, passed last year, are also expected to further juice growth in 2026. Trump administration advisers say a productivity boom will also help fix one of the economy’s weak spots — a cooling labor market. “We have seen massive gains in output that are being driven by productivity; you should soon start to see a pick-up in jobs,” says Joe Lavorgna, economic counselor to US Treasury secretary Scott Bessent. According to Bank of America’s recent global fund manager survey, the proportion of investors expecting the economy to strengthen over the next year, as well as expectations of an economic “boom”, are both at the highest level since mid-2021. The extra stimulus for an economy that is already motoring has buoyed the stock market, with the S&P 500 closing in on 7,000 points for the first time and the domestically focused Russell 2000 far outstripping the blue-chip index this month. However, it has also left investors bracing for another wave of inflation amid expectations that the new Fed chair will support Trump’s desire for lower interest rates. Two-year US break-evens, which provide a reading of the market’s expectations for short-run inflation, have risen from 2.25 per cent in December to 2.68 per cent. But political pressure for extra spending when the economy already looks healthy is clear. JP Morgan's Karen Ward says “We’ve got mid-terms approaching in November, that will lead to more pressure for more vote-winning stimulus measures.” Spending on AI build-out is expected to keep rapidly expanding in 2026, while Trump’s tax bill includes measures to incentivize investments in machinery and factory equipment. It also means tax cuts for many American workers; Ward expects $440 billion will be returned to US households through tax refunds this year. Stronger than expected economic data has led investors to modestly rein in their rate cut bets in the early weeks of the year, with two quarter-point reductions expected in 2026. A Senate-led backlash to a Department of Justice probe into Powell has damped concerns that Trump will be able to appoint a close ally to head the world’s most important central bank. However, some analysts worry the central bank will succumb to the president’s calls for deeper rate cuts ahead of the November mid-terms. MUFG's George Goncalves is expecting 3 or 4 cuts this year, partly a reflection of the new Fed leadership. “Based on fundamentals there is room for two more cuts,” he said. “But I’m factoring in the politics.” Carmignac's Kevin Thozet says the addition of new household subsidies and lower interest rates into the already-strong economy are reasons to be “cautious” on long-term US Treasuries and the dollar. “If the economy does not need this reflationary push, Trump does, in order to win the midterm elections. All of this, however, is expected to come at the cost of higher long-term rates and downward pressure on the dollar."
  3. Deere relocates excavator production from Japan to North Carolina. https://www.deere.com/en/stories/featured/two-new-us-facilities/ .
  4. The administration should re-focus on securing our border — and that’s been successful — and deporting all of the criminals, I think we can all agree with that. And I have also been mentioning, too, the latest statistics that I have seen, about two-thirds of those ICE is deporting are criminals. And, again, I think we should talk more about that, too. I think that’s a good thing. Senator John Fetterman (D-PA)
  5. I learned this group of M1070s were all built from 1997 to 1999, and were rebuilt under army contract by Oshkosh from 2007 to 2010. The low mileage is from the rebuild date. Oshkosh complete went through them including rebuilding the engines, which sounds like SOP. Wikipedia: Two separate contracts were awarded in 2004 to Oshkosh for overhauling service-worn M1070s. A total of 1,109 tractors were reset to an original build standard and with zero miles/zero hours and a full one-year warranty. The cost was about 75% of that of new build vehicles. From 2010, the M1070A1 had a CAT C18 and Allison 4800SP 7-speed.
  6. That's an Evans. I'm sorry, I can't remember the 2790-HVxxxxxx part-number for the slider knobs. Red Dot has a similar knob, RD544500, but of course I'd rather look up the truck by model and serial, get the 2RD heater assembly number and grab the correct 2790- knob number from that breakdown and supercede forward from there.
  7. I like the pre-emissions powertrain.
  8. https://www.breitbart.com/politics/2026/01/26/exclusive-trumps-quiet-hammer-cia-director-john-ratcliffe-revitalized-spy-agency/
  9. The IDF is preparing for a possible American strike [on Iran] this coming weekend. Israeli Defense Force (IDF) Northern Command chief Major General Rafi Milo
  10. Border Czar Tom Homan is apparently taking over the Minneapolis situation from Noem. I am sending Tom Homan to Minnesota tonight. He has not been involved in that area, but knows and likes many of the people there. Tom is tough but fair, and will report directly to me. Separately, a major investigation is going on with respect to the massive 20 Billion Dollar, Plus, Welfare Fraud that has taken place in Minnesota, and is at least partially responsible for the violent organized protests going on in the streets.' Additionally, the DOJ and Congress are looking at 'Congresswoman' Illhan Omar, who left Somalia with NOTHING, and is now reportedly worth more than 44 Million Dollars. Time will tell all. President Trump
  11. Bill Ford speaks: https://finance.yahoo.com/news/bill-ford-on-the-need-for-strong-manufacturing-in-the-us-while-keeping-ford-a-family-business-151324092.html?.tsrc=fin-notif
  12. From 1:65 .
  13. China’s senior-most general is accused of leaking information about the country’s nuclear-weapons program to the US. https://www.wsj.com/world/china/chinas-top-general-accused-of-giving-nuclear-secrets-to-u-s-b8f59dae https://www.dailymail.co.uk/news/article-15496715/China-general-Zhang-Youxia-nuclear-bribery-president-Xi.html
  14. Is the unit an Evans or Red Dot ?
  15. Obviously, Trump is making a huge effort to reshore industry back to the US. The US is a big boy indeed, but Canada is a small player with a huge body. Bluntly speaking, it's unable to be self-sufficient industrially, nor can it control its vast borders militarily against significant, vastly superior foreign powers.
  16. When ICE has protesters in their face on the sidewalk interfering, or using vehicles to interfere, it's not only a problem...........but also a mystery why any American would want to support illegal aliens (who are inherently criminals). Why aren't they supporting ICE agents who are removing various degrees of bad illegal aliens who shouldn't be on US soil? If you entered the US illegally, you criminally entered the US. It's just that simple. My spouse is a legal immigrant. There was a legal process......we followed it. If you entered under temporary protected status (TPS) and that status has been terminated. you are a criminal for remaining (it was always only "temporary"........we simply are unable to take everyone in). Things that don't add up (make sense). The BLM protesters were obviously not organic. They were organized and likely paid. Why is it that four years later, our FBI still has not announced who organized that chaos? Similarly, who is organizing and paying the ICE protesters? Normal people don't participate. As that brother-in-law stated, she had no business being there and should have minded her own business. Speaking of which, people with real jobs have no time anyway to go and face down ICE agents.
  17. The President said: If Carney thinks he is going to make Canada a drop-off port for China to send goods and products into the United States, he is sorely mistaken. China will eat Canada alive, completely devour it, including the destruction of their businesses, social fabric, and general way of life. The last thing the world needs is to have China take over Canada. It’s NOT going to happen, or even come close to happening! Having a bit of experience with the Middle Kingdom, I understand the President's message.
  18. The President is spot-on here. Canada has apparently been bought and/or corrupted from within. .
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