“The consequence of the Pandemic has been to deepen the existing distortions. The result has been the extraordinary apparent “resilience” of the stock and bond markets. It doesn’t feel remotely real: “- We can see it in the widening disconnect between the real economy of defaults, job losses, food banks and crashing educational achievement versusContinue reading “Bearish Bill Blain”
Author Archives: econophysics2020
The Insurrection Act
Amidst the leftist insurrections that exploded on cue 6 months ago, President Trump observed: “If a city or state refuses to take the actions necessary to defend the life and property of their residents, then I will deploy the United States military and quickly solve the problem for them.” The Insurrection Act of 1807 isContinue reading “The Insurrection Act”
Vitamin D and Covid
In a comment reported in The Lancet, Adrian R Martineau and Nita G Forouhi observe: “The striking overlap between risk factors for severe COVID-19 and vitamin D deficiency, including obesity, older age, and Black or Asian ethnic origin, has led some researchers to hypothesise that vitamin D supplementation could hold promise as a preventive orContinue reading “Vitamin D and Covid”
Banana Republic News: Kamela warming up in the Bullpen
According to AP, subpoenaed for “…information related to more than two dozen entities, including Ukraine gas company Burisma, according to a person familiar with a Justice Department tax investigation of President-elect Joe Biden’s son.” Reportedly includes tax evasion, money laundering, Chinese dealings, and racketeering. Alleged co-conspirator Jim “The Bagman” also under investigation. Which, of course,Continue reading “Banana Republic News: Kamela warming up in the Bullpen”
The Supremes’ Texas Decision – Cole Porter had it decades ago
Here’s the text of the decision: “Times have changedAnd we’ve often rewound the clockSince the Puritans got the shockWhen they landed on Plymouth RockIf todayAny shock they should try to stem‘Stead of landing on Plymouth RockPlymouth Rock would land on them.” Opinion written by Cole Porter. Great footwork by the Supremes, don’t you think?
On Viral Loads for SARS-CoV-2
From Sender et al. Reference: Sender, R., et al. (2020). The total number and mass of SARS-CoV-2 virions in an infected. htpps://doi.org/10/1101/2020.11.16.20232009
Banana Republic: Allan West on the Texas Punt by the Supremes
“The Supreme Court, in tossing the Texas lawsuit that was joined by seventeen states and 106 US congressman, has decreed that a state can take unconstitutional actions and violate its own election law. Resulting in damaging effects on other states that abide by the law, while the guilty state suffers no consequences. This decision establishesContinue reading “Banana Republic: Allan West on the Texas Punt by the Supremes”
ENSO and Climate Temperature
There are a lot of ways physics can explain climate warming. But the best explanations are those that successfully backtest – where the physics can reliably hindcast the past from the present. Two issues, in particular, plague the IPCC CMIPx model series: (1) cloud formation and (2) the role of el Nino and the SouthernContinue reading “ENSO and Climate Temperature”
Escape from New York
NYC commercial real estate on increasingly shaky ground? Well, as Kathy Wylde (Partnership for New York City) told Bloomberg: “All the banks, insurance companies, and hedge funds are considering options.” NYC office space available for rent are now at levels not seen since 2003. Where is everyone going? Florida for starters. Just like Goldman. AsContinue reading “Escape from New York”
Bill Blain on Bonker Markets
“It’s been truly extraordinary. DoorDash, a food delivery company that’s never made a penny profit is worth $70bln? It exists in a no-barriers-to-entry, highly price competitive, and ultimate risk sector – where if Micky D makes a bad burger they get the blame. It’s also a concept that’s shifting on the value curve. Money ain’tContinue reading “Bill Blain on Bonker Markets”
Econophysics2020 