Author Archives: econophysics2020

Cartels Give Biden Another ‘Human Trafficker Of The Month’ Award

Babylon Bee Exclusive: https://babylonbee.com/news/cartels-give-biden-another-human-trafficker-of-the-month-award WASHINGTON, D.C.—A group of cartel members presented Joe Biden with its prestigious “Human Trafficker of the Month” award today, marking the third month in a row the new president has received the award. Democrat presidents are constant recipients of the honor, usually winning the award many dozens of times throughout theirContinue reading “Cartels Give Biden Another ‘Human Trafficker Of The Month’ Award”

Weimar 2.0 Update: March 13, 2021

As of February 1, 2021, the US money supply (“M2”) was $19,432.4 million – call it $19.4 trillion. That’s up ~$4 trillion YoY or ~26% YoY. Remember that mark – a 26% YoY increase in the money supply against a GDP that declined ~1% YoY. And while you’re remembering consider, daily Federal spending closed outContinue reading “Weimar 2.0 Update: March 13, 2021”

Another Week, More Repo Madness

As discussed in Bloomberg: https://www.bloomberg.com/news/articles/2021-03-08/u-s-bond-traders-stung-by-selloff-eye-inflation-data-auctions “The 10-year and 30-year auctions on Wednesday and Thursday will be closely watched as litmus tests, with weak demand likely adding fuel to bearish sentiment,” TD Securities Inc. rates strategists Gennadiy Goldberg and Priya Misra in New York, wrote in a note to clients published Monday. “Note that the cheapeningContinue reading “Another Week, More Repo Madness”

CCP/SARS-CoVid-19 Origin

About a year ago, leaders of the Democrat Socialist Party, including the Sock Puppet President, screamed “racism” when then-President Trump belatedly closed the border on China. Things got testier when Trump suggested the Wuhan Institute of Virology (WIV) presented a “smoking gun” at the crime scene. So now here we are a year later withContinue reading “CCP/SARS-CoVid-19 Origin”

Americans are not very good at dealing with the obvious.

The header is a quote from Joe Costello and seems so on point these days. “Critical Race Theory” and the Woke-Industrial Complex? Obvious. A “Sock Puppet” as president easily lost in a DC hardware store, while aides shoo the sundowning old guy back to the home before he has an “accident”? Obvious. The border collapsingContinue reading “Americans are not very good at dealing with the obvious.”

Depopulation and Inflation in a Ponzi Scheme

In his Econimica blog (https://econimica.blogspot.com/2021/03/the-narrative-of-inflation-amid.html), Chris Hamilton continues to be among the most spot-on analysts in the econophysics. Curiously, he probably doesn’t see himself as an econophysicist. Before jumping to Chris’s recent post, note the year-over-year changes above in key metrics: working age population (increasingly negative), employees (very negative), housing permits (increasingly positive), and 30-yrContinue reading “Depopulation and Inflation in a Ponzi Scheme”

Whole Lotta Shakin’ Going On

The solar cycle is at a minimum with the onset of Solar Cycle 25. As is also apparent, the more active solar period that peaked in the first decade of the 22nd century is now entering a 30 year low activity period. Higher seismic activity correlates with low solar activity. We are already seeing evidenceContinue reading “Whole Lotta Shakin’ Going On”

Repo Madness and Market Freeze-out: “When the shorts arrive, bring your alibis”

ZeroHedge on the short pileup: https://www.zerohedge.com/markets/historic-repo-market-insanity-10y-treasury-trades-4-ahead-monster-short-squeeze Actually scratch that: last week there were barely any shorts in the 10Y – that’s why the massive stop loss liquidation after last Thursday’s 7Y auction was just longs puking. It was only after that the flood of shorts arrived and hammered the 10Y to “fails” levels in repo.Continue reading “Repo Madness and Market Freeze-out: “When the shorts arrive, bring your alibis””