ZOOM (ZM) is suffering a serious break-down – off 40% from its peak. And while we’re celebrating new additions to the short list, consider the other “poster child” – Peloton Let’s be careful out there. “This is the way.”
Author Archives: econophysics2020
Deer in the Headlights
“Most Americans think there was wholesale fraud in the election. Almost all of Trump’s voters think the election was stolen. How can The Pretender rule when close to half the people think he’s illegitimate? If he gets the Epstein treatment and Willy Brown’s concubine is installed, how can the political class keep pretending America isContinue reading “Deer in the Headlights”
Asset Bubble Dynamics
J. Wolinsky: “Based on the dot.com experience, popping bubbles are often associated with the complete collapse of companies like eToys, Pets.com or Webvan, but that is as much the exception as the rule. It is equally common that following an immense and unsustainable rise in stock price, the bubble pops without much change in the operationsContinue reading “Asset Bubble Dynamics”
Blessed be the Quants for they shall inherit the Earth
To be clear, I have not reviewed his analysis – YET. But I did download his analysis of Arizona fraud by going to his firm’s website and providing contact details: https://www.preactiveinvestments.com/ Per Gateway Pundit: “Piton revealed this weekend that he examined just over 9 million records in Pennsylvania and has identified 521,879 unique last names.Continue reading “Blessed be the Quants for they shall inherit the Earth”
“A Personal Financial Disaster”
Quite a year: Socialist governments have slaughtered small businesses by the thousands, with more than 70 million new claims for unemployment benefits have been filed since the COVID pandemic first started. A brutal, government-mandated economic depression. A Federal government carrying over $27 trillion in debt. A OnePoll survey reports 55% of Americans consider 2020 aContinue reading ““A Personal Financial Disaster””
Andaman and Nicobar – Indian Force Multiplier
Confronted by a growing presence by the PLA Navy, the Indian Navy launched a new airbase in the strategically located Andaman and Nicobar islands in 2019. The new base will monitor PLA Navy activity in the region. The Andaman Sea can become the next flashpoint of Sino-Indian maritime rivalry in the Indian Ocean Region (IOR)Continue reading “Andaman and Nicobar – Indian Force Multiplier”
The More They Print, The Greater the Debt, The Greater the Debt, The Higher the Dow, The Higher the Dow, The More They Print
See the pattern? https://www.zerohedge.com/markets/what-do-when-planets-diverge
Sublease inventory in top US markets now exceeding levels of the Dot Com bust and the Great Financial Crisis.
Office spaces could be down 10 to 15% even after the economy recovers, adding that rents in top markets such as New York and San Francisco will continue to experience declines in 2021. CRE crisis unfolding. Let me guess what follows – “bailouts ahead.” https://www.zerohedge.com/markets/companies-dump-office-space-inventory-swells
Visualizing Pandemics
Death toll from the COVID-19 virus relative to other historic pandemics all the way back to Roman times. Black Death is still the winner – hands down. Courtesy of Visual Capitalist: https://www.visualcapitalist.com/history-of-pandemics-deadliest/
Death of the Middle Class – Killed by Deficits, Stimulus, and the Monetary Politburo
My old professor, Murray Rothbard, explained the dynamics decades ago: “The first people to get the new money are the counterfeiters, which they use to buy various goods and services. The second receivers of the new money are the retailers who sell those goods to the counterfeiters. And on and on the new money ripplesContinue reading “Death of the Middle Class – Killed by Deficits, Stimulus, and the Monetary Politburo”
Econophysics2020 