Wednesday, January 27, 2021

"Exploring the Supply Chain of the Pfizer/BioNTech and Moderna COVID-19 vaccines"

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From the blog of Jonas Neubert: Sections of this post were co-authored by Cornelia Scheitz . Last updated on January 24, 2021. Bert Hubert...

"Just about every nation has secret missile platforms hidden in shipping containers"

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From Sofrep, November 2019 : Every developed nation with a sizeable military is faced with an ongoing challenge: developing ways to maintai...

Vicious Cycles Theses on a Philosophy of News (The News Is Not Real)

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 From Harpers Magazine This is what I feared, that she would speak about the news . . . about how her father always said that the news ex...

A Heads-Up To The Gamestop, AMC etc. Crowd: They Are Going to Change The Rules On You

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Market structure is the most important and least understood factor in the entire short-squeeze game. And if you don't understand every d...

"Most Shorted Names Soar After WallStreetBets Reopens"

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 From ZeroHedge: Update 745pm ET: And just like that, 1 hour after reddit locked down its notorious r/WallStreetBets forum , it has returne...

Discord has shut down the /r/WallStreetBets server (GME)

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Never, ever forget where ultimate power lies. Discord has provided the following statement on removing the /r/WallStreetBets server and its...

Shortwave Radio: The FCC Has Advised That It Is Illegal To Use Your SW or Citizens Band Radio In Furtherance of a Crime

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 Which I suppose includes conspiracy and soon, conspiracy theories about conspiracies. From The American Radio Relay League (founded 1914):...

Upfina Is Looking For Higher Oil Prices In The Second Half Of 2021

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As a reminder, fuel is a major input into agricultural prices, which are already elevated. From Upfina, January 25: This Is Why Oil Is Set T...

Reminder: Things Can Always Get Worse

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 From the Twitter feed of Karoun Demirjian, one of the WaPo's national security reporters: didn’t see this particular pandemic twist c...

It Might Be Time To Take A Breather On Unprofitable Hydrogen Companies

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This thought was triggered by a press release: Jericho Expands Energy Portfolio with Agreement for the Acquisition of Hydrogen Technology TU...
Tuesday, January 26, 2021

"Kawasaki Heavy Industries Aims to Replicate LNG Supply Chain with Hydrogen"

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One of the world's major shipyards going head on at the chicken-and-egg problem (supply first or demand first?) presented by infrastruct...

"New Undersea Cables Could Become a Flashpoint in the Arctic"

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 From the Jamestown Foundation's Eurasia Daily Monitor, January 26: Russian efforts to control the Northern Sea Route and to secure exc...

Chaos In Delhi as Farmers March

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 If the Indian farmers' despair over their situation gets much deeper all hell could break loose. Between the almost legendary suicide r...

"Frances Fox Piven on the Importance of Social Movements Being ‘Unruly’"

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From In These Times : The game is rigged against American workers. What if the only way to win — to increase their power relative employer...

"The EU just approved mealworms for human consumption. Will Ÿnsect take the bait?"

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 No. No to worms. Maybe termites, if the hydrogen biofactory experiments don't work out. Crunchy. And yes to gratuitous umlauts. From Ag...

Capital Markets: "Subdued Activity as New Incentives Awaited"

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 From Marc to Market: Overview: After rallying strongly to start the year, Asia Pacific equities, led by the high-flying Hang Seng, sold-o...
Monday, January 25, 2021

"The rise of intangibles and the demise of accounting"

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Next to the "Who can put a value on a human life" pitch for biotechs and pharma my favorite rationale is "The accounting does...

"China, Indonesia on a collision course at sea"

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 From Asia Times, January 15: Chinese research vessels, coast guard boats and underwater drones are making unwelcome incursions into Indones...

"Lawyer for Florida man seen at Capitol riot with Pelosi’s lectern says photo a problem: ‘I’m not a magician'"

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From Florida Politics: .... MUCH MORE Yeah, that's gonna be a problem for Florida Man and his defense.

Huzzah! The Covid Hath Been Smited In California, Huzzah!

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 From the Los Angeles Times, January 24: Newsom cancels California's COVID-19 stay-at-home orders Huzzah! Update: NBC3 Television, Sacra...