“How do you unwind the distortions of the last 12 years? These include the pernicious effects of ultra-low rates, the massive stagflation in financial assets (massively higher prices and minimal yields; lower yield for more risk) and the very real long-term disincentives of zero interest rates on growth, investment and business innovation and evolution. “ Indeed.Continue reading “Bill Blain: The GFC 2007-2031”
Category Archives: Uncategorized
Down the Rabbithole of a Hacked Election
Oligarchical Repression
Change Is Coming to Big Tech, and Joe Biden Can’t Stop It https://link.theepochtimes.com/mkt_app/change-is-coming-to-big-tech-and-joe-biden-cant-stop-it_3593259.html
Some Election Cases Filed to Date
Georgia Michigan
Glenn Greenwald on the Big Tech Trust
“Due in part to a self-interested desire to re-establish their monopoly on discourse by crushing any independent or dissenting voices, and in part by a censorious and arrogant mindset which convinces them that only those of their worldview and pedigree have a right to be heard, they largely devote themselves to complaining that Facebook, GoogleContinue reading “Glenn Greenwald on the Big Tech Trust”
The Trend’s Your Friend Until It Ends
Tim Knight (Slope of Hope) on sine wave correlations: “Since cryptos have been on an absolute tear lately, I was curious how Bitcoin correlated with equities. Here, below, is the SPY with its correlation to $BTC beneath. As you can see, right now they’re about as correlated as they can be, with equities and cryptosContinue reading “The Trend’s Your Friend Until It Ends”
Herd Immunity: By the Numbers
Jim Reid (Chief Strategist, Deutsche Bank) shared a post in ZeroHedge today outlining his point of view for suppressing the Wuhan/COVID virus in the G10 in the year ahead (https://www.zerohedge.com/markets/herd-immunity-threshold-now-expected-mid-2021) Monday’s are the new Friday’s. Beginning with AstraZeneca/Oxford Uni’s discussion of vaccine effectiveness earlier this week (70% average/90% effectiveness), his chart of the day outlines aContinue reading “Herd Immunity: By the Numbers”
John Tuld: “If you’re first out the door, that’s not called panicking.”
“Margin Call” is a 2011 film that follows the key people at an investment bank, over a 24-hour period, during the early stages of the financial crisis. Written and directed by J.C. Chandor, we learn from the firm’s CEO, “John Tuld” (played by Jeremy Irons) that successfully running a banking business can come down toContinue reading “John Tuld: “If you’re first out the door, that’s not called panicking.””
Manchurian Candidate Update
“With Joe Biden’s ‘irregularity-filled’ election win all but assured (unless the Trump campaign can pull off several upset legal victories), we now turn our attention back to the Biden family’s ties to Russia and China – a narrative which the MSM will attempt to suffocate out of existence – particularly if Republicans (and their investigative committees) loseContinue reading “Manchurian Candidate Update”
Get Woke Go Broke
“Last week’s Sunday Night Football Patriots vs. Ravens game – featuring two of the best quarterbacks in the league and arguably the best coach in NFL history – saw its ratings collapse 31% over last year’s Week 10 game.” Progressive “values” bad for business? Sure seems that way. https://www.zerohedge.com/political/nba-finals-game-2-ratings-collapse-68-all-time-low
Econophysics2020 