Financial topics

[aeden]

https://cdn.substack.com/image/fetch/f_ ... 44x750.png

C4591030 - Co-administration study with seasonal influenza vaccine) is planned. ( Just get your mRNA vaccine and a flu shot, and you will be included in the protocol Co-administration study to see if you survive.)
Missing Information: Long term safety data ( Nothing worry about, it’s proven to be ‘Safe and Effective’)
Risk-benefit impact The long-term safety of COVID-19 mRNA vaccine is unknown at present, however further safety data are being collected in ongoing Study C4591001 for up to 2 years following administration of dose 2 of COVID-19 mRNA vaccine, and 2 non-interventional studies (C4591036 and C4591038) are planned. (You are the test subject ).

And the light of a candle shall shine no more at all in thee; and the voice of the bridegroom and of the bride shall be heard no more at all in thee:
for thy merchants were the great men of the earth; for by thy sorceries (φαρμακεία, ας, ἡ pharmakeia) were all nations deceived.
Revelation 18:23

[aeden]

Deflationary Godzilla continues its attack on the Japanese.
BOJ operation will come with the Japan 10yr yield approaching 0.25%
https://www.forexlive.com/LiveCharts/usd-jpy

Assume that an investor holds a bond and enters into an asset swap with a bank. Then the
value of an asset swap is the spread the bank pays over or under Libor. This is based on the
following components:
(i) value of the coupons of the underlying asset compared to the market swap rate;
(ii) the accrued interest and the clean price premium or discount compared to par
value. Thus when pricing the asset swap it is necessary to compare the par value
and to the underlying bond price;
The spread above or below Libor reflects the credit spread difference between the bond and
the swap rate.

Wake me up when they lose 500 basis points and gold hits 2000 with oil at 120 for 90 days.

Over 40 percent of the global cults and currency have gone esg.

For now we will watch biti, vix, 10yr, dxy, wti, metals.
I have no issue this week watching some step aside. Ignore the porch pissers.

[richard5za]

Just pondering global events for the rest of this month.
Both Russia attacking Ukraine, and China attacking Taiwan within a day or two of each other is on the cards
What happens to the financial markets?
Massive decline on general equities. Some commodities and some stocks appreciate massively e.g. oil and and oil stocks, and gold as a safe haven. US dollar appreciates massively also as a safe haven.
Any other ideas after the attacks??

[vincecate]

Just pondering global events for the rest of this month.
Both Russia attacking Ukraine, and China attacking Taiwan within a day or two of each other is on the cards
What happens to the financial markets?
Massive decline on general equities. Some commodities and some stocks appreciate massively e.g. oil and and oil stocks, and gold as a safe haven. US dollar appreciates massively also as a safe haven.
Any other ideas after the attacks??

If the USA sanctions Russia by not letting them use Swift, there is a chance Russia would accept Bitcoin payments for oil and gas.
No idea what the real odds of this are (seems above 0 to me), but if they did Bitcoin would go way up.

[Cool Breeze]

Just pondering global events for the rest of this month.
Both Russia attacking Ukraine, and China attacking Taiwan within a day or two of each other is on the cards
What happens to the financial markets?
Massive decline on general equities. Some commodities and some stocks appreciate massively e.g. oil and and oil stocks, and gold as a safe haven. US dollar appreciates massively also as a safe haven.
Any other ideas after the attacks??

If the USA sanctions Russia by not letting them use Swift, there is a chance Russia would accept Bitcoin payments for oil and gas.
No idea what the real odds of this are (seems above 0 to me), but if they did Bitcoin would go way up.

Yes, they are looking to do things like this, get energy off the USD system.

Vince, why do you think Lacy Hunt keeps coming out and talking about deflation when it hasn't been happening for over a year?

[aeden]

Hunt was incorrect in metrics and conflated demand inflation from demographic deflation of demand.
This supply shock inflation alluded more than some contend. What we gauge is the resonance of the frequncy
you can allude to as Z scores of the curves. No reason to risk real capital to sigma noise.
As we read last week they are avoiding the risk map until amplitude and attitude are facts for now.
We are engaged is areas as are they and yes you stay withing things that actually work.

Julius Caesar wrote in his “De bello civile” – quae volumus, ea credimus libenter.

What we want to believe, we believe – in other words, mundus vult decepi – the world actually wants to be deceived.

The middle class as the wasting is ongoing since that is the fact of the matter.

We lost them at tiny bubbles anyways as conveyed.

thread: lightswitch

[John]

** 14-Feb-2022 World View: Demand inflation vs Supply shock inflation

> Hunt was incorrect and conflated demand inflation. This supply
> shock inflation [eluded] more than some.
> thread: lightswitch

That's a good distinction, and one that many tv "experts," including
economists and Fed officers, do not understand.

[aeden]

The primordial interest of the United States, over which for centuries we have fought wars the First, the Second and Cold Wars - has been the relationship between Germany and Russia, because united there, they’re the only force that could threaten us.
And to make sure that that doesn’t happen.” Friedman

Midterm the flying monkeys will be enthralled while the fossil energy tax will be dialing back to the esg front running cults well underway.

Divide and Rule. Washington needs to create the perception that Russia poses a security threat to Europe.

Nancy can send cookies and social workers as Putin and Powell work out facts.

“Authority is never without hate.” Euripides
Ask the Canadians what they think they voted in.

10 divisions for propaganda analysis are as follows:
1. The ideology and purpose of the propaganda campaign
2. The context in which the propaganda occurs
3. Identification of the propagandist
4. The structure of the propaganda organization
5. The target audience
6. Media utilization techniques
7. Special techniques to maximize effect
8. Audience reaction to various techniques
9. Counter propaganda, if present
10. Effects and evaluation

https://c1.staticflickr.com/5/4119/4930 ... e6c7_m.jpg

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

[richard5za]

** 14-Feb-2022 World View: Demand inflation vs Supply shock inflation

> Hunt was incorrect and conflated demand inflation. This supply
> shock inflation [eluded] more than some.
> thread: lightswitch

That's a good distinction, and one that many tv "experts," including
economists and Fed officers, do not understand.

Yes, inflation is complicated. The velocity of money is another factor to be taken into account.

[aeden]

https://www.gutenberg.org/files/44700/4 ... 4700-h.htm

After all this time you Boers still ignore the intent of M2.
Quaint and Quant.

https://fred.stlouisfed.org/series/M2SL

Their objective isn't to control the conflict, it's to control the debt that the conflict produces.
The real value of a conflict as the true value is in the debt that it wanted.
You control the debt, you control everything.

Control violence.

Between 1970 and 1980 over 30 countries made the move from an authoritarian to a democratic regimen 1972,
we had 40 democratic countries, in 2007 we had 123.
In 2008, the world experienced a democratic recession In 2010, democracy was in retreat and was under stress in 2011
with 48countries seeing the degree of democracy declining. In 2012, democracy was declared to be at a standstill,
as 48% of the world's countries are democratic; political leadership is weakening.

You think the grifters from Arkansas still wish to understand they are the deplorables and loathed from Bank accounts from
before the age of Istanbul also? The current operation against the American's even with Durham is nothing they even pretend to care about
from the Senate on down anyways. I am still amazed we got out of that zone intact to the Colony and now accept another yoke from abroad
guised as free trade.

Global Degenerates and their two-tier justice.

https://www.youtube.com/watch?v=UKdaicFmK1E