econophysics2020

The Market Clearing Price for a National Suicide Pact

Doomberg on the EU’s Carbon Credits: https://doomberg.substack.com/p/a-banana-worth-squeezing?r=9ozk&utm_campaign=post&utm_medium=email “To me, left unchecked, the price of carbon goes to infinity.” – Lawson Steele On Friday, October 24, 2008, Volkswagen’s (VW) stock closed at EUR 210 per share, down 50% over the prior two weeks. Like many manufacturing companies, VW was reeling from the global financial crisis. BecauseContinue reading “The Market Clearing Price for a National Suicide Pact”

Maidan 2.0?

A year ago, NY Post published a photograph of “Corrupt Joe” Biden posing with Hunter Biden and Kenes Rakishev, a Kazakh oligarch who reportedly worked with the former veep’s scandal-scarred son. The photo, first published by a Kazakhstani anti-corruption website in 2019, shared by the Kazhakhstani Initiative on Asset Recovery, the former vice president canContinue reading “Maidan 2.0?”

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”