Friday 30 June 2023
Tesla gives new owners in the UK a grabbing stick after forcing them to get left-hand-drive - Youtube.
Wednesday 28 June 2023
5 Causes of the Great Depression - History. "When the unemployment rate peaked in 1933, 25.6 percent of American workers—one in four—found themselves unemployed". So 74.4% were still employed. It looks like the Great Depression has been hyped up by the media.
Everybody concentrates on the shrinking money supply during the Great Depression. The M4 money supply did decline -24.8% from 1929 to 1933, or -5.8% per year (StLouisFed). From 1915 to 1928 it increased 2.6x, or +7.8% per year.
US corporate profits as percentage of gross domestic product, as proxy for yield (blue) was still much higher than government bond yields (red) in Q1.
Tuesday 27 June 2023
US health alert over malaria cases in Florida and Texas - BBC.
From 5 May 2022: State of Florida approves release of millions of genetically modified mosquitoes - Firstcoastnews.
The US stock market has broken out above a symmetrical triangle (FRED has changed the index). It could be short sellers closing position. Usually it does not recover back to the previous peak. Then it falls again to form another triangle or wedge.
Monday 26 June 2023
' "Why Airbnb owners are about to Sell". Revenue per available listing in Phoenix DOWN 48% in May compared to May last year.' - Twitter. There is a Bed and Breakfast around every corner.
It looks like oil (brown) wants to take another dive. It oscillates around US total debt as approximate inflation rate (green)
Sunday 25 June 2023
"IMF Managing Director Georgieva claimed that “Egypt has done many things right”. Nonsense. Today, I accurately measure inflation in Egypt at a SKY-HIGH 71%/yr. Contrary to IMF speak, Egypt has done many things WRONG." - Twitter.
Friday 23 June 2023
"NEW - Siemens Energy stock collapses as its loss-making wind turbine unit needs €1 billion to fix faults in installed turbine components." - Twitter.
"Germany is not only rapidly losing market share in China, the biggest market in the world, but also Chinese automakers overtook Germany in exports eating their lunch outside of China. German business model is broken. (Gavekal)" - Twitter. China's large, low-cost, educated population must eventually win out.
Thursday 22 June 2023
Former Cruise Lawyer Is One of Five People Deciding Cruise Robotaxi Expansion - NextBigFuture.
"The UK will need between 53,000 and 70,000 tonnes of lithium per year to meet EV demand by 2030, but is currently on track to secure only around 35,000 tonnes, according to energy research firm Rystad." - Twitter. They will have to colonize Chile.
The pressure inside a car tyre (2.2 bar) is about 2x atmospheric pressure (1 bar). The water pressure at the Titanic wreck is 450 bar, which is 450x atmospheric pressure.
Tuesday 20 June 2023
Germany's house price growth (red) followed M3 money supply growth (blue) since 2010.
Germany's house prices (red) stayed low compared to money supply per person in the European Union (blue). Where did the money go? In 2021 the average person had 8.5x more savings and debt compared to the price of house than in 1970. Perhaps they have to save more to afford housing because wages did not keep up with inflation.
Monday 19 June 2023
"Nothing wrong with buying high PE ratio companies, as long low PEG ratio justifies it. But of course this time it’s different" - Twitter.
Saturday 17 June 2023
US average house price (blue) compared to total US debt dividend amongst the number of households (red), and economic output per household (green). People have maintained a high standard of living by borrowing from the future. The savers or lenders will not get the real value of their money back. The total debt (red), which is approximately total money supply, may not reflect present inflation as indicated by house prices (blue) or wages (green), but does indicate future inflation. The holders of property and stocks made money for which they have not produced.
US value of new manufacturing orders (red) matches the price increase (blue), which means the quantity does not increase.
Friday 16 June 2023
UK population growth (blue) increased in the 1800s. Perhaps this was when people started to bath. The population was 6.6M in 1700. US (red) and Brazil (green) population growth are declining.
Thursday 15 June 2023
Jury Orders Starbucks To Pay $25 Million To Manager They Fired For Being White - Zero Hedge.
"I welcomed today at Palazzo Chigi @elonmusk with great pleasure. A very fruitful meeting and a moment of great cordiality where we addressed some crucial issues: innovation, opportunities and risks of artificial intelligence, European market rules and birth rates. Forward towards the future challenges that unite us." - Giorgia Meloni, Twitter. Elon is in Italy to repopulate the country.
Tuesday 13 June 2023
Australia's M3 money supply per working age person (blue), residential property price index (red) and hourly wage rate (green). Since 1976 house prices have risen 3.4x more than wages. People have to spend more on acccommodation, and have less money left over for other expenses. Housing contributes to an economy once, and then results in low economic output.
Australia's economy has declined relative to money supply (blue). Residential property prices have risen relative to hourly wage (red).
Monday 12 June 2023
Poland to take 2035 fossil fuel car ban to top EU court, minister says - Reuters.
Fox Slaps Tucker Carlson With Cease & Desist Notice Over Twitter Show - Zero Hedge.
"HANKE'S BELIEVE IT OR NOT: NYC is now suing Hyundai and Kia because their cars are easy to steal. Talk about the world upside-down. Why doesn't NYC consider arresting and prosecuting car thieves instead of wasting their time in nutty legal proceedings?" - Twitter.
Saturday 10 June 2023
Before China (red), Japan (blue) was the source of cheap manufactured products, which impacted manufacturing in developed countries like the US (green).
With all the charts relative to US total debt (≈ money supply) as nominal inflation rate, the US (green) is on a downtrend, whilst China (red) is on an uptrend. Japan's economy (blue) was bigger at its peak than China today.
A common problem, as shown here for Japan, is that governments lower interest rates when an economy stalls (blue), or declines relative to inflation, resulting in more debt (red). A country must pay back more debt with lower economic production.
Friday 9 June 2023
Trump charged with 37 counts in classified documents case, indictment says - CNBC. If Trump goes to jail, will Martha Stewart bake cookies for him?
Thursday 8 June 2023
The Canada wildfires is probably the reason for the cold weather in the Southern Hemisphere.
US total debt (green), approximate value of all housing (blue) and the stock market capitalization (red):
The sum of all housing value and stock market capitalization (blue) is close to total debt (green):
US total debt was $723,000 per household in Q4:
Japan's total debt was $148,000 per working age person in Q3, or $197,000 per household:
US heavy truck sales (blue) continue to increase. Rail freight carloads (red) have declined since 2009.
Monday 5 June 2023
"Today we charged Binance Holdings Ltd. (Binance); U.S.-based affiliate, BAM Trading Services Inc., which, together with Binance, operates http://Binance.US; and their founder, Changpeng Zhao, with a variety of securities law violations." - Twitter.
The Sahara desert loses soil: "The moment the massive dust storm that hit Egypt on June 1 gets to the Suez Canal" - Twitter.
NASA Satellite Reveals How Much Saharan Dust Feeds Amazon’s Plants - Nasa.
Eric Adams suggests housing illegal migrants in private residences in New York: “It is my vision to take the next step to this faith-based locales and then move to a private residence... They have spare rooms." Twitter. The US concentrates on outside threats with a huge military force, whilst it is declining from the inside.
Canada house prices (blue) follows M3 money supply per adult (red) which determines nominal inflation. Economic output per adult has declined (green) relative to money supply growth per adult (red), which means a lower standard of living
Saturday 3 June 2023
Six days ago: Monaco Grand Prix 2023 • Saturday Walking Tour • Monaco Port Hercules @emmansvlogfr - Youtube.
US oil and gas drilling is in a descending channel:
US oil and gas extraction has reached the previous peak level (red). The rise in US production up to 2015 could have caused the collapse in the WTI oil price (blue). A further rise in production from 2017 to 2020 (red) did not stop a gradual recovery in the price (blue). The Covid lockdowns created a sudden drop in demand, and collapse in the price in 2020. Despite record high production, the oil price is higher than during the previous peak production probably due to inflation.
Thursday 1 June 2023
First Ever Rocks from the Earth’s Mantle - NextBigFuture.
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