Tyler Durden: “We are consumers. We’re the by-products of a lifestyle obsession.” Tyler had a point. How’s that working out for you? Being clever. Obsessing about lifestyle. Well, Chris Hamilton has a point of view as we sit on the edge of plutocracy’s apparent recapture of the US executive branch: “To begin, I’ll divide theContinue reading ““You Met Me at a Very Strange Time in My Life””
Author Archives: econophysics2020
What Risk?
Chris Hamilton (Econimica.com) is known for his insightful statistical analysis of the economy. And, last week, Chris did a great job poking through the CoV data in response to Oregon’s lockdown order. But, first, the order. Last week State Potentate Kate Brown issued the following statement: “As we near 100,000 cases of COVID-19 in Oregon,Continue reading “What Risk?”
Random Walk Down Wall Street
Jeremy Grantham (GMO): “My confidence is rising quite rapidly that this is, in fact, becoming the fourth ‘real McCoy’ bubble of my investment career. The great bubbles can go on a long time and inflict a lot of pain, but at least I think we know now that we’re in one.” Ask any sailor whenContinue reading “Random Walk Down Wall Street”
Covid Phylogeny Update
Still remarkably stable since erupting early this year. Remarkable for a coronavirus that is supposed to be “novel”, that is. https://nextstrain.org/ncov/global
The Myth of Asymptomatic Spread
Here’s “The Science”: “The screening of the 9,865,404 participants without a history of COVID-19 found no newly confirmed COVID-19 cases, and identified 300 asymptomatic positive cases with a detection rate of 0.303 (95% CI 0.270–0.339)/10,000. The median age-stratified Ct-values of the asymptomatic cases were shown in Supplementary Table 1. Of the 300 asymptomatic positive cases,Continue reading “The Myth of Asymptomatic Spread”
Pepe Escobar: When Deplorables Become Ungovernables
By the rude bridge that arched the flood,Their flag to April’s breeze unfurled,Here once the embattled farmers stood,And fired the shot heard round the world. “Concord Bridge,” Ralph Waldo Emerson That was then. Today, Pepe Escobar opines on the ungovernable fragments that are the “United?” States and what it means for the rest of theContinue reading “Pepe Escobar: When Deplorables Become Ungovernables”
Climate Change – Grand Solar Minimum Hits
Tens of millions of Americans in Mid-Atlantic and Northeast states were blanketed with more snow in one setting than the 2019-2020 season. This isn’t just an isolated event – record snowfall and cold is increasingly evident throughout the world as the Grand Solar Minimum (GSM) takes shape ending the temperature ramp-up begun with the end ofContinue reading “Climate Change – Grand Solar Minimum Hits”
Retail Retreat
Down 1.1% MoM (far worse than the 0.3% drop expected) and October’s 0.3% MoM rise was revised drastically to a 0.1% MoM drop. Lockdown smackdown – electronics, clothing, clothing and gasoline. Even Amazon got smacked around. https://www.zerohedge.com/personal-finance/us-retail-sales-disappoint-tumble-most-april
Drop 50 – Fire for Effect
“This Court should not turn a blind eye to unconstitutional election laws that permit massive vote dilution and have a significant impact on election outcomes, as the Pennsylvania Supreme Court did” Read the petition below Will the Supremes gutlessly duck again? Well, they decided Obamacare was legal because the fees were a “tax.” Banana republicContinue reading “Drop 50 – Fire for Effect”
Basic Fraud Statistics
“A man who’s made a living developing fraud detection algorithms has discovered a curious phenomenon: Counties that started using Dominion Voting Systems machines have on average moved by 2 to 3 points to the Democrat presidential candidate from the Republican compared to counties that didn’t adopt the machines. “The difference persisted even after he controlled for aContinue reading “Basic Fraud Statistics”
Econophysics2020 