econophysics2020

The Omicron Chimera

Per eugyppius (https://eugyppius.substack.com/p/omicron-is-not-normal: “Omicron is not normal. No immediate progenitors are known; its closest relatives are viruses last seen in early- to mid-2020. The orthodox explanation for this awkward fact, is that it has spent the last 18 months lurking “in a geography with poor genomic surveillance … or … in a chronically infect“ Per elgattoContinue reading “The Omicron Chimera”

D.R.A.S.T.I.C. Update – Lab Leak

D.R.A.S.T.I.C: https://drasticresearch.org/ SARS-CoV-2’s closest relative, RaTG13, was generated from a bat transcriptome not a fecal swab: implications for the origin of COVID-19 November 2021 Authors: Steven E Massey Abstract: RaTG13 is the closest related coronavirus genome phylogenetically to SARS-CoV-2, consequently understanding its provenance is of key importance to understanding the origin of the COVID-19 pandemic.Continue reading “D.R.A.S.T.I.C. Update – Lab Leak”

Supply Chain Systemic Risk

James Rickards explains the obvious: https://dailyreckoning.com/the-great-supply-chain-collapse/ The Great Supply Chain Collapse What’s at the root of the supply chain breakdown? That’s a critical question but the answer is almost irrelevant. The supply chain is a complex dynamic system of immense scale. It is of a complexity comparable to the climate as a system. This meansContinue reading “Supply Chain Systemic Risk”

Judgment Day for Evergrande

Sarah Connor (Terminator 2): “The Survivors of the nuclear holocaust called the war Judgement Day. They lived only to face a new nightmare: the way against the machines.” ZeroHedge: https://www.zerohedge.com/markets/evegrande-default-inevitable-sp-warns-chinese-developer-misses-dollar-bond-payments Evergrande Default Is “Inevitable” – S&P Warns As Chinese Developer Misses Dollar Bond Payments Having sold its Gulfstream Jets, dumped assets (at fire-sale prices), and seenContinue reading “Judgment Day for Evergrande”

BTC – the Biden Trade

ZH: https://www.zerohedge.com/geopolitical/biden-mulls-cutting-russia-swift-ahead-putin-call-nuclear-option-response-ukraine With the United States cutting back its own oil production in the name of “climate”, and fueling double-digit inflation, why would we consider shooting ourselves in the foot over Ukraine? Well, maybe Hunter Biden knows – he’s pulled enough dough out of Ukraine’s oligarchs for himself with “10% for the Big Guy.” OneContinue reading “BTC – the Biden Trade”

“Six-one going down, Six-one going down. Hold on!”

https://www.zerohedge.com/markets/sp-500-futures-had-bad-week-worse-lies-ahead S&P 500 Futures Had a Bad Week, Worse Lies Ahead By Mark Cranfield, Bloomberg Markets Live commentator and analyst S&P 500 futures have a distinctly bearish tone after a week of whiplash trading, which began with the post-Thanksgiving Day meltdown. Though it hasn’t been a one-way street lower, intraday bounces for the contract have been fadingContinue reading ““Six-one going down, Six-one going down. Hold on!””

Saxo Bank’s 22 Calls for 2022

https://www.home.saxo/insights/news-and-research/thought-leadership/outrageous-predictions The predictions focus on a series of unlikely but underappreciated events which, if they were to occur, could send shockwaves across financial markets: The plan to end fossil fuels gets a rain check Facebook faceplants on youth exodus The US mid-term election brings constitutional crisis US inflation reaches above 15% on wage-price spiral EUContinue reading “Saxo Bank’s 22 Calls for 2022”

The 2022 Crunch

When debt overwhelms a shrinking working population – the ever widening chasm of an economy serving a barely growing “We the People” versus an economy twisted/tortured to serve the needs of an infinitely “growing” financial system serving “the Few”. Econimica: https://econimica.blogspot.com/2021/11/next-economic-financial-crisis-begins.html The fuel for economic growth, particularly in a nation running gargantuan trade and budgetContinue reading “The 2022 Crunch”

Nu Thing

ZeroHedge Summary: https://www.zerohedge.com/markets/scared-nu-world-heres-what-we-know-about-new-covid-strain Summarizing of our post from last night (which we urge everyone to read) for those who are just now waking up to the global chaos resulting from the B.1.1.529 variant, which today got the Greek letter designation Omicron, skipping the widely expected letter Nu (and certainly the one following it, Xi), here is what we know, courtesyContinue reading “Nu Thing”

Less is More

Chris Hamilton of Econimica: https://econimica.blogspot.com/2021/11/housing-employment-inflation-and-2022.html Housing, Employment, Inflation, and 2022 Some times saying less can say more. Given that, I’m going to offer four variables relating to housing and hopefully let them and their relationships do the talking. 1- US median home price versus total US employees. 1970 through 2021 (YE est.). Since 2019: —HomeContinue reading “Less is More”