Shifts

2018 October 28
by drdog09

Two bits occured last week of note —

IBM buys Red Hat

… IBM will pay $190 for the Raleigh, NC-based Red Hat, a 63% premium to the company’s stock price, which closed at $116.68 on Friday, and down 3% on the year.

In the statement, IBM CEO Ginni Rometty said that "the acquisition of Red Hat is a game-changer. It changes everything about the cloud market," but what the acquisition really means is that the company has thrown in the towel on organic growth (or lack thereof) and years of accounting gimmicks and attempts to paint lipstick on a pig with the help of ever lower tax rates and pro forma addbacks, and instead will now "kitchen sink" its endless income statement troubles and non-GAAP adjustments in the form of massive purchase accounting tricks for the next several years.

Zzzzzz. Wrong. The big Khuna in cloud deployment is still Amazon Web Services. Like by 90% market share. Their product is too good, their prices well positioned, their global plan well thought out. Only two things can unseat them — A game changing service offering or a near free, as in money, pricing plan.

Over paying on a per share basis for the unit represents an over-leverged buy. Its a good acquisition, worlds first billion dollar open source company, hope IBM does not screw it up.

Source

Merkel Loses Heavily, Again

She’s running 0 `n 2 so far —

Two weeks after the Christian Social Union, Merkel’s Bavarian sister party, suffered a crushing blow in the Bavaria regional election, following the worst result for the ruling party since 1950, on Sunday Germany’s ruling Christian Democrats suffered another heavy loss in elections in Sunday’s region election in Hesse, in a result that could further destabilize Angela Merkel’s grand coalition in Berlin.

Prime Minister Volker Bouffier’s CDU remained the strongest party on Sunday, but according to forecasts by German TV, the party achieved its worst result in the state in more than 50 years. The election was also a major hit for the Social Democrat party, which received its worst ever result in Hesse and saw its share of the vote fall by one-third compared to the last election in 2013.

Meanwhile, like two weeks ago, the clear winners were the left-of-centre Greens, which saw their share of the vote nearly double, while the anti-immigrant AfD continues to ride the wave of populist dissatisfaction with Germany’s political establishment. The Free Democrats (FDP) and Die Linke (Left Party) also remain in the federal state parliament in Hesse’s capital of Wiesbaden. That means that Hessen has a six-party parliament for the first time.

Source

Merkel, God bless her, is thinking like a GDU pol again. She is locked into that Globalist world view. The fact that she launched into the Any.Other.Culture.Uber.Alles in the DE is having its natural result with the Volk. She, and her party, have yet to recognize that Nationalism is in sway thru much of Europe.

The interesting bit is what does DE choose when the coalition cracks? The Volk are not exactly known for moderation.i Calm one minute, full Bismark the next. AfD is a relativly young party and they hold less than 20% of the seats. Doubtful a coalition leader will come from them. Who gets picked will also have a large influence on NATO.

34 Responses leave one →
  1. 2018 October 28 5:30 pm
    [1]
    justrand permalink

    Instapundit comment:
    “So far there seems little effort to understand. They seem to think that the magic words “racist!” “fascist!” will return things to the status quo ante. But the spell no longer works as it once did. And while they may dimly sense that Trump is a symptom, not a cause, they can’t bring themselves to admit that he’s a symptom of their own failure.”

    http://news.trust.org/item/20181028230046-ovczz

  2. 2018 October 28 5:53 pm
    [2]
    justrand permalink

    Eph, WTF? Latest polls show the Democrat nutcase LEADING in the Arizona Senate race!

    This clip describes her PERFECTLY! Again, WTF?

  3. 2018 October 28 6:16 pm
    [3]
    Eph permalink

    Eyore predicts R+0 for Senate

    House is lost.

    KH?

  4. 2018 October 28 6:18 pm
    [4]
    Eph permalink

    Sorry Rand, but I must hold my #1 ranking.

  5. 2018 October 28 6:45 pm
    [5]
    justrand permalink

    But how ’bout that crazy ass bitch Dem running for Senate? Does somebody that nuts really have a chance in Arizona?

  6. 2018 October 28 7:18 pm
    [6]
    Eph permalink

    Eyore says… YES she does!

  7. 2018 October 28 7:26 pm
    [7]
    JimNorCal permalink

    I hope teh crazy is not winning and won’t win. But IF … the explanation is probably that the wacko stuff was long ago.
    Hasn’t she been a congresswoman for a few terms?
    Despite Trump’s help isn’t McSally a squishy RINO who doesn’t inspire the base …?

    I still hope and pray she wins.

  8. 2018 October 28 9:20 pm
    [8]
    drdog09 permalink

  9. 2018 October 28 9:48 pm
    [9]
    drdog09 permalink

    NV early returns by party — https://www.nvsos.gov/sos/elections/voters/election-turnout-statistics — GOPers doing better than expected. NV was not a state the Reps were not expected to do well in.

  10. 2018 October 28 9:54 pm
    [10]

    3 – I was at S plus +2; and H -25 before that news (there are two toss ups I have FL and AZ I’m figuring on one losing), but then again I heard\saw a similar poll on OANN early tonight that showed the reverse of what JR said, 40 for the nutjub and 44 (I think, could have been 46) for McRino.

    Sounds like it’s the same poll…question is did JR get it reversed or did OAN – was on during top of the 7pm eastern hour.

    As for house I think were looking at -25/-28’ish == lose control… hell even holding control by 2-5 is effectively losing it, minus chairmanships\committee control (which is yuge though). I think it’s at least -15 no matter what though, some dozen districts out there that seem just hopeless including an asteroid strike forget even some red wave.

    /Eyore Jr.

  11. 2018 October 28 10:01 pm
    [11]

    “Despite Trump’s help isn’t McSally a squishy RINO who doesn’t inspire the base ”

    Yes, which part of why it’s close, I think if it was Ward it would still be close, but you’d actually have a candidate that would benefit from any late R surges, someone people might get jazzed about making an extra effort for, where as I don’t think much is going to help McSally. Potus already gave her (and some others) more of an endorsement than deserved. If she eeks it’s out it’s just because AZ isn’t quite light blue …yet. Also D’s were long targeting that seat, the nutjob as far as I know is not short on resources. /Just my read from from peeps (including eph and a half dozen others online) from AZ I see comment online.

  12. 2018 October 29 3:07 am
    [12]
    JimNorCal permalink

    Regarding 9, early returns in NV the totals are about 26k for Dems and 19k for Repubs.
    Is that considered good?

  13. 2018 October 29 3:12 am
    [13]
    JimNorCal permalink

    OK, I was looking at Week 2, which I thought would be a running total but isn’t.
    Still, week 1 has somewhat bigger Dem counts than Repubs too.

  14. 2018 October 29 3:19 am
    [14]
    JimNorCal permalink

    Newt on the Mark Levin show:

    Newt: …I would say 60% of the Democratic Party today is a Radical Party. Kevin McCarthy had it exactly right today when he said “This is now a campaign between America and Socialism. It’s not between Democrats and Republicans.” And I think this is now the Socialist Party of the United States.

    Levin: Are there a couple of States, a couple of House races that we should keep our eye on to get a feel for what might be trending?

    Newt: I think in the House if you look at Barbara Comstock in Northern Virginia and Dave Bratt down around Richmond, those 2 races are really important signals. If the Republicans keep both of them there is no possibility the Democrats get control of the House. If we lose both of them then it could be a really long night. They are really central as a weather vane of what is going to happen. I think in the Senate on the east side, Bob Hugin is running a great race in New Jersey. It’s a long-shot race. If he’s winning in New Jersey on Election Night, it’ll be a really long night for the Democrats.

  15. 2018 October 29 3:51 am
    [15]
    JimNorCal permalink

    I’d call this a pro-GOP stat.
    From PowerLine
    “I find it interesting that the Times/Siena had to call nearly 38,000 people to get 737 respondents”

  16. 2018 October 29 4:40 am
    [16]
    drdog09 permalink

    15,

    Boy I am NOT surprised! People are friggin’ fed up with robocalls, telemarketing and pings. (Called, no one online, call backs indicate number not in service) I get about a dozen a day and yes my number is on the do not call registry which robocallers ignore with impunity.

  17. 2018 October 29 6:15 am
    [17]
    JimNorCal permalink

    16, yeah some calls are exempt. Such as political calls (surprise meter reads 0, politicians wrote the law).
    Others are just scofflaws of course.

  18. 2018 October 29 6:18 am
    [18]
    justrand permalink

    from the article:
    ==> “Overwhelm the system via an unstainable growth in the welfare state. That’s the Cloward-Piven strategy; create such chaos that the only solution is socialism, creating power for the elite and misery for most Americans.”

    https://www.americanthinker.com/articles/2018/10/democrats_using_clowardpiven_as_their_hail_mary_pass.html

  19. 2018 October 29 6:51 am
    [19]
    drdog09 permalink

    18,

    I buy the theory/approach suggested in the article. There is a problem however. Just looking at history of countries that go socialist, the first wave enablers usually get wiped out by more ruthless purveyors of the Marxist dogma in a second way purge:

    * Trotskites wiped out by the Stalinists.
    * Castro wiped out most of his second lieutenants once in power.
    * Madauro in VZ is in the process of doing that as well.

    Using that track record, the Clintons and Obama would be purged by Maoist followers. What many term ‘useful idiots’.

  20. 2018 October 29 6:55 am
    [20]
    JimNorCal permalink

    People still are trying to make progress on the false flag theory.
    h/t JOM blog

    https://mobile.twitter.com/KarenMonsour12/status/1056765665418317824/photo/1

    cc: @seanhannity @realDonaldTrump @VP @PressSec @TomFitton @Thomas1774Paine pic.twitter.com/Da74qOi3g1
    — 🌴☀️Karen☀️🌴🇺🇸 (@KarenMonsour12) October 29, 2018
    Click on the picture link for the pseudo-bomber dressed up at a democrat banquet with a dem donor.

  21. 2018 October 29 6:57 am
    [21]
    JimNorCal permalink

    DrDog, how about those NV early vote numbers, aren’t Dems leading or did I miss something?

  22. 2018 October 29 7:10 am
    [22]
    JimNorCal permalink

    JR, don’t vote for corrupt Betty Yee!

    Tax money laundering 101:

    California Rising @KernUnited
    9h
    Replying to @jaketapper @TomSteyer and 2 others

    Follow the Democrat money:
    Billionaire @TomSteyer who is trying to impeach @realDonaldTrump is financed by the California State Controller @BettyYeeforCA.
    She directed the State pension fund @CalPERS to make MASSIVE investments in Steyer’s hedge fund:

    https://twitter.com/KernUnited/status/1056743380351246336

  23. 2018 October 29 7:10 am
    [23]
    drdog09 permalink

    Jim,

    Yes the Dims are leading. I do note that in mail-in voting the GOPers actually had a 5k/10pt lead. The GOPers are only 4pts down in overall votes at end of week one. NV was supposed to be a wipeout for the GOP.

    Whether the GOP turns this around will depend on that ‘other’ vote total which is the independents. Will a net 20% swing GOP???

  24. 2018 October 29 7:16 am
    [24]
    bc3b permalink

    It’s almost as nice to see Merkel lose as the Democrats. If tens of millions or Muslims invade Germany, it will lose it’s culture and identity. If tens of millions of people from Mexico and Central America invade the US, we will lose our culture and identity.

  25. 2018 October 29 7:47 am
    [25]
    JimNorCal permalink

    DrDog, thanks. So the news is “currently lags narrowly” but was expected to be a rout.

  26. 2018 October 29 7:50 am
    [26]
    drdog09 permalink

    Jim,

    That about sums it up. If trends continue its the independents that determine the end game.

  27. 2018 October 29 7:53 am
    [27]
    drdog09 permalink

    Mattis getting serious at the Southern border — https://www.zerohedge.com/news/2018-10-28/mattis-military-actively-moving-equipment-southern-border — Force count goes from 800 to 5000 commitment. Units being placed on alert status.

  28. 2018 October 29 7:55 am
    [28]
    drdog09 permalink

    Merkel steps down as party head of the CDU — https://www.zerohedge.com/news/2018-10-29/merkel-step-down-cdu-leader-after-disastrous-election-results — Stopgap measure to stem the bleeding???

    More: Merkel will officially retire in 2021.

  29. 2018 October 29 9:57 am
    [30]
    drdog09 permalink

    29,

    So the answer is:

    * Americans never like all that a President does.
    * Americans hate panzy ass Presidents.

    So why similar results?

    * For Obama, he was a panzy ass and did nothing for 8 years.
    * For Trump, he is not a panzy ass, but 1/2 half the country does not like what he has done for 2 years while the other half is doing fist bumps while they work their ass off with all the jobs available.

  30. 2018 October 29 11:18 am
    [31]
    bc3b permalink

    Trump and the GOP have its work cut out. No matter how radical the Dem is, the media portrays the Republican as the extremist.

  31. 2018 October 29 11:24 am
    [32]
    bc3b permalink

    BJG College Football

    A weekend of wild upsets played havoc

    bc3b: 109-60 (season) 18-14 (week)
    Fight On: 107-62/16-16
    MI Conservative: 104-65/15-17
    Justrand: 100-69/16-16
    TLS: 96-73/15-17
    JHS: 95-74/12-20
    JimNorCal: 91-78/13-19

  32. 2018 October 29 11:37 am
    [33]
    bc3b permalink

    Has anyone heard anything from Republican Pundit? I sent an invitation to play BJG College Football a while back and received an “undeliverable” reply.

  33. 2018 October 29 11:40 am
    [34]
    bc3b permalink

    Please bold the teams you think will win and return to bjgsports@gmx.com by 7 PM Friday:

    Northern Illinois @ Akron
    Temple @ Central Florida
    Pittsburgh @ Virginia
    Colorado @ Arizona
    Iowa @ Purdue

    Texas State @ Georgia State
    Syracuse @ Wake Forest
    Georgia @ Kentucky
    Georgia Tech @ North Carolina
    Missouri @ Florida

    Duke @ Miami (FL)
    Florida State @ NC State
    Boston College @ Virginia Tech
    Michigan State @ Maryland
    West Virginia @ Texas

    Minnesota @ Illinois
    Air Force @ Army
    Tulane @ South Florida
    Utah @ Arizona State
    Stanford @ Washington

    Texas A&M @ Auburn
    Kansas State @ TCU
    South Carolina @ Mississippi
    UTEP @ Rice
    Florida Atlantic @ Florida International

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