Financial topics

[aeden]

The only commonality between Euro members is their apparent ability to get their energy security wrong.
Again we are told normal is not coming back. It appears the ones kicking the medical nazi complex to the curb are
recovering quicker. The only virus that is not being dissolved are the {demsheviks democrats}.
BLM looters and thieves got called out by the other Left Coast Communists. Priceless.

Third world MERIKA is getting multiple lessons via supply chain disruptions that are fully intentional and beginning to be the teachable
paper tiger moment.

https://www.youtube.com/watch?v=NAB2-pbFv8E Opps again.

thread: bantu, wasting, 936, cci, 2a-7, velvit rope

https://www.youtube.com/watch?v=DMxXt6MM2ro

[aeden]

I rarely go on Facebook and recently logged back on. I was utterly astonished at the number of eulogies for people suddenly, unexpectedly dying. Some mention losing battles to the vid, but never any mentions of the vax. These extensive, overlapping social circles are very affluent, highly educated, quite attractive, successful professionals and sociable people. Age range is Gen X, many with kids in high school or college, maybe a few young Boomers, some older Millennials. Definitely not a group of high risk individuals. And yet so many are dying. It's hard not to notice, especially being an inveterate reader ...... sherp
Get your self right and your House in order. He paid a price on that cursed tree you cannot ignore.

Ways to core competency Loss.
1. Outsourcing critical components - leaves the firm vulnerable and does little to build competency.
2. Not committing to core competency in strategic alliances.
3. Failure to build competency in evolving markets forfeits opportunity.
The costs of a lost competency cannot be fully calculated in advance. Major industry shifts may be missed altogether.
Also, since the development of core competencies is a long-term task,
companies that fail to invest may have difficulty re-entering the market later.

H observes his area as well as we do ours in the wasting since the end of the gold standard and why.
His concerns are our concerns and He is Hell of alot smarter then both of us.
As we in our view only we will focus pivots from 75 to 95 wti for now. Thu Jan 20, 2022 3:15 pm
We already covered the man hours per barrel and productivity measures that will wipe them out.
The rest of the usual suspects are already known here.
Dumpster fires and deep stupid that was allowed to set up political shop here.

From Wed Jan 18, 2012 11:15 pm
The focus has shifted and a few are paying attention.

https://www.youtube.com/watch?v=WnMiXsRtsfc

https://cms.zerohedge.com/s3/files/inli ... k=mkk7X8UI

Amos made clear in his writings that he did not come from a family of prophets, nor did he even consider himself one.
Rather, he was “a grower of sycamore figs” as well as a shepherd (Amos 7:14–15).
Amos’s connection to the simple life of the people made its way into the center of his prophecies,
as he showed a heart for the oppressed and the voiceless in the world.

While most of the prophets interspersed redemption and restoration in their prophecies against Israel and Judah, Amos devoted only the final five verses of his prophecy for such consolation. Prior to that, God’s word through Amos was directed against the privileged people of Israel, a people who had no love for their neighbor, who took advantage of others, and who only looked out for their own concerns.

More than almost any other book of Scripture, the book of Amos holds God’s people accountable for their ill-treatment of others.
It repeatedly points out the failure of the people to fully embrace God’s idea of justice. chuck

thread: lightswitch, amos, RBT-0813

[aeden]

https://twitter.com/michaeljknowles/sta ... lag-claims advanced retard 101 we waste money and time on.

meanwhile back at the ranch

Tulsi Gabbard
@TulsiGabbard
Have you noticed that the very people who are proclaiming that we need to go to war to spread democracy abroad are the same ones who are undermining our freedom and rights here at home?

Yea Trump Gabbard would explode these raycist crayon chewers we are stuck with.

Gut pile infested with demsheviks maggots after war profits heading into you know what.
https://cms.zerohedge.com/s3/files/inli ... k=oUlQL5hA

Fight Club took one off the table. Thanks.

President Biden has enjoyed the support of labor unions, including the United Auto Workers.
No the shop floors knows what and who He serves and is.
Lie cheat steal pandering to criminals as Bob Bish was annialated.
Dangerous Andrenocrome cult open border criminal grifter.
Blathering baby killer tissue selling cults of swamp menthane doomers will end the earth doom porn do worship him tho
so hes got that cornered. Corn Pop stands in his own dude puddle.

You're either with us 100% on everything... or you're hitler!?
Musk later weighed in on Bloomberg’s report with a one-word tweet: “Sigh.”

By next month you will be drinking from a fire hose from Godwin's law as they lecture you on not all fish make it upstream
with ideas other than burn loot murder into mid terms.

https://en.wikipedia.org/wiki/Godwin's_ ... iWorld.png Team blackcrack is moving in as we seen real time anyways.
From enclaves to exclaves. The dialectic over the last two years is clear on this and why.

You are here now. And dominion was given to it. https://www.youtube.com/watch?v=fxz1xI5xxCA 404 already and lets say your not secure.
Warned you had been, and seen basically real time to what the sandbox did and was for.

https://gdxforum.com/forum/search.php?k ... sf=msgonly


thread: bantu

[aeden]

"This fundraiser is currently paused and under review..."
Must be burning Citys to the ground and punting senators heads in to be allowed to fill the
coffers for gofund demshevik hyprocrites.
https://i0.wp.com/johngaltfla.com/wp-co ... =640&ssl=1

Due to European migration into large American cities which is the mathematical constant of price push and natural population growth.
with low/absent property taxes I challenge you to make $1MM profit in Baltimore, Detroit, or Chicago real estate.
The real estate days are over ask my Wifes people about facts.

“Under the cover of Covid they were able to print 65% more money to keep this thing afloat,
but we’re at the end days here.”

thread: blackcrack
https://www.youtube.com/watch?v=V_87AoQaKNw

[aeden]

11.7% of Americans 12 and over use illegal drugs.
53 million or 19.4% of people 12 and over have used illegal drugs or misused prescription drugs within the last year.
If alcohol and tobacco are included, 165 million or 60.2% or of Americans aged 12 years or older currently abuse drugs.

Brain dead does not even cover it.

https://www.youtube.com/watch?v=ILy8edY_SJo

Pharmakeia is Babylon.

As we are know the Hayseeds of Science understood and do understand the Reichmasters of Injections then, and now
the pharmakeia.

The Allies bombing of pharmaceutical companies such as Merck in Darmstadt had the obvious results on the leadership also.
Injections and varying medications 1,100 times between August of 1941 to April of 1945 ended.
Theodor Morell was never convicted of war crimes. The drug addled ones murdered millions.
Rinse and repeat.

As we are today the addicts brought forth children with known effects of substance abuses and think we are just conservative dullards.
Your offspring suffer as we do with astoundly growing liberal stupidity also known.

As they walk off the swamp stage its very unpolite to clap at funerals in progrees.

Some contend into 2024 the dialectic underway is dead and over since these Baalam asses of themselves have destoyed the DNC.

thread: Pharmakeia, uqUa_G1h3pw, Feigenbaum, Hessian matrix

[richard5za]

The Cleveland Fed estimates 7.29% for Jan CPI coming out next week and 7.49% for Feb CPI. Still not looking "transitory".

https://www.clevelandfed.org/our-resear ... sting.aspx

Really seems like Feb 10th or March 10th should have a CPI that makes people lose faith in "transitory" and so lose faith
in low interest rates. On top of all the other stuff, it seems like the next 6 weeks have an above average chance of a crash.

My understanding is that investors are pricing this market at CPI 3.5% for 2022 and less than 2% for 2023. Depending on how you play with the arithmetic and CPI decreases it probably means that the CPI needs to be below 2% by November and December this year. Its a big, big ask, and human hope over looks unpleasant senarios and beleives what 'experts' are telling them. Not realising, of course, that many experts have less predictive ability than a dart throwing chimp. So Vince it might be well after March that reality dawns. But it could crash any time, even today.

[Cool Breeze]

The Cleveland Fed estimates 7.29% for Jan CPI coming out next week and 7.49% for Feb CPI. Still not looking "transitory".

https://www.clevelandfed.org/our-resear ... sting.aspx

Really seems like Feb 10th or March 10th should have a CPI that makes people lose faith in "transitory" and so lose faith
in low interest rates. On top of all the other stuff, it seems like the next 6 weeks have an above average chance of a crash.

My understanding is that investors are pricing this market at CPI 3.5% for 2022 and less than 2% for 2023. Depending on how you play with the arithmetic and CPI decreases it probably means that the CPI needs to be below 2% by November and December this year. Its a big, big ask, and human hope over looks unpleasant senarios and beleives what 'experts' are telling them. Not realising, of course, that many experts have less predictive ability than a dart throwing chimp. So Vince it might be well after March that reality dawns. But it could crash any time, even today.

Yes, have a look at Greg's market risk indicator. Also, the modified one by this really good youtuber.

[John]

** 04-Feb-2022 World View: Peak CPI

> My understanding is that investors are pricing this market at CPI
> 3.5% for 2022 and less than 2% for 2023. Depending on how you play
> with the arithmetic and CPI decreases it probably means that the
> CPI needs to be below 2% by November and December this year. Its a
> big, big ask, and human hope over looks unpleasant senarios and
> beleives what 'experts' are telling them. Not realising, of
> course, that many experts have less predictive ability than a dart
> throwing chimp. So Vince it might be well after March that reality
> dawns. But it could crash any time, even today.

If you look at my historical cpi page

http://www.generationaldynamics.com/pg/ww2010.i.cpi.htm

and you look at the year 2008, you can see that once the cpi peaks, it
starts to fall fairly quickly.

So when will the cpi reach a peak in the current context?

If you look at the last four values -- 5.39, 6.22, 6.81, 7.04 -- you
can see that the monthly increases are decreasing (i.e., the 2nd
derivative appears to be negative).

This suggests that the peak will occur in January or February (to be
announced on Feb 10 or Mar 10).

This is consistent with what I wrote to you last year in response to a
similar query:

> So I'm suggesting that the end may come as early as February,
> thanks to the "corrective action" provided by such factors as
> supply chain problems clearing up, holiday-based demand
> decreasing, and post-holiday sales bringing retail prices down.
> It may start coming down a bit later than that, but the Law of
> Reversion of the Mean says that it won't be much later. And that
> doesn't mean that the cpi will fall below 2.62% in February. It
> means that the cpi will have peaked in February, and will start
> falling month after month, until it's below 2.62% and, indeed,
> until it's below 0.

[vincecate]

and you look at the year 2008, you can see that once the cpi peaks, it
starts to fall fairly quickly.

So when will the cpi reach a peak in the current context?

This shows 10 year bond yields compared to CPI:

https://fred.stlouisfed.org/graph/?g=LEil

I think you need interest rates above CPI before you can really claim "the Fed is fighting inflation".
But there can be a lag of a year or two before it has an impact.
So it could be rates going up in 2006 that made inflation go down in 2008, my guess.

In any case, we are very far from this condition now, so I don't see CPI coming down.
Generally in other places in graph where CPI is going down the interest rate is above the CPI.
This was certainly how Volker fought inflation, raise interest rates above inflation rate.

But this is the key question that everything depends on, when will the CPI go down.
Will be very interesting to watch the numbers come in.

I think the CPI numbers will keep going up, and not at slower rate (like at least 0.2% up each month).

[Cool Breeze]

and you look at the year 2008, you can see that once the cpi peaks, it
starts to fall fairly quickly.

So when will the cpi reach a peak in the current context?

This shows 10 year bond yields compared to CPI:

https://fred.stlouisfed.org/graph/?g=LEil

I think you need interest rates above CPI before you can really claim "the Fed is fighting inflation".
But there can be a lag of a year or two before it has an impact.
So it could be rates going up in 2006 that made inflation go down in 2008, my guess.

In any case, we are very far from this condition now, so I don't see CPI coming down.
Generally in other places in graph where CPI is going down the interest rate is above the CPI.
This was certainly how Volker fought inflation, raise interest rates above inflation rate.

But this is the key question that everything depends on, when will the CPI go down.
Will be very interesting to watch the numbers come in.

I think the CPI numbers will keep going up, and not at slower rate (like at least 0.2% up each month).

The bond market is dead. There is nowhere to run for the Fed.

They'll let inflation go because it is the actual strategy with an economy and world drowned in debt.

BTC will be another huge winner, yet again, when bond money exits and looks for better investments, and it is among, if not, the best.