Thursday, December 29, 2022

"2023 Is When QT Could Really Begin To Bite"

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From Bloomberg via ZeroHedge, a clear-eyed look at the competing demands of liquid good collateral markets for reverse repo and the Fed'...

Zelensky Says Rebuilding Ukraine Will Cost More Than $1 trillion; Talks To BlackRock About The Opportunity (BLK)

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Following on November 30's " What Sort Of Dirt Does Zelensky Have On The U.S., The U.K. etc., That He Can Float A Trillion Dollar A...
Wednesday, December 28, 2022

Food Inflation: Corn Futures Are Approaching Resistance For The Sixth Time (plus the crimson thread of suicide)

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Just as buying that creates a support level eventually runs out of money/conviction/time, so too with levels that have attracted sellers. Ev...

Zoltan Pozsar, December 27: "War and Commodity Encumbrance"

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 Don't you go rehypothocating on me. (hyperlinks and emphasis in original omitted) War encumbers commodities. A recurring theme in my ...

"An EV-plosion awaits in 2023, and it’ll be packed with tech"

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 This is the story at TechCrunch I was going for when distracted by the wind-turbine-cleaning-robots . From TechCrunch, December 27: 2022 wa...

Cleaning Up The Oil That Leaks From Wind Turbines

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Those giant gearboxes aren't lubricated with sunshine and lollipops, it's petroleum. From TechCrunch, December 27: Clean energy: Scr...
Tuesday, December 27, 2022

"ESG Managers Told to ‘Punch Back Hard’ as PR Pros React to Attacks"

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Have I ever mentioned eliminationist rhetoric?* From Bloomberg: After a meteoric rise, the investment strategy is being bashed by Republican...

"Should the Climate Movement Embrace Property Destruction?"

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From Bloomberg via Yahoo, December 14: The past few months have seen a flurry of climate protests. In Marseilles, a cement factory was sab...

Iceland: Second Happiest Country In The World, 2020

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 Also Iceland: "it also consumes the most antidepressants in Europe." That's #5 on Euronews' " 2022 in health news ...

"Bloomberg L.P. has no interest in acquiring either Dow Jones or the Washington Post, a spokesman says."

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From The Star (Malaysia), December 27: “There have been no conversations with anyone or either organisation about an acquisition,” spokesma...

"Can the French nuclear industry avoid meltdown?"

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 From The Economist, December 12: Emmanuel Macron envisions a national nuclear renaissance. First France’s reactors must survive the winter...

"Sri Lanka farmers count the cost of government fertiliser ban"

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This should be a warning to the UN, the EU and the Dutch government but for their own reasons I don' think they care. From the Financial...

"Russian sausage tycoon Pavel Antov dies in Indian hotel fall"

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Not the first Russian sausage magnate to die under suspicious circumstances. From the BBC, December 27: Russian sausage tycoon Pavel Antov h...

Elon Musk Warns Against Margin Debt on Risk of Market ‘Mass Panic’

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There's more going on than just a very wealthy guy talking about business, finance and investing but for now we'll just take this as...
Monday, December 26, 2022

GPT 3.5 (ChatGPT) Is So Last Month, Here Comes GPT 4.0 (NVDA; MSFT)

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From somebody I don't know ( a stranger is just a friend you haven't yet met - wrongly attr. to W.B. Yeats): There's been a l...

Will Europe's Largest Lithium Deposit Ever Be Developed? A View From Serbia

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We will have a few posts on this story, which really caught our interest when the President of Serbia said on November 29: Vucic: I feel lik...

"How Kindle novelists are using ChatGPT"

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From The Verge, December 24: An interview with an AI early adopter Earlier this year, I wrote about genre-fiction authors using AI in thei...

"‘South Park’ Creators Trey Parker and Matt Stone Land $20 Million in Funding for Their Deepfake VFX Studio"

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There are deepfake studios ? Yikes. From Variety, December 20: Trey Parker and Matt Stone are going deeper into Deep Voodoo . The...
Sunday, December 25, 2022

TS Lombard: "Things that won't happen in 2023"

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 From Dario Perkins at TS Lombard, December 23: Since we first published our annual “Things that won’t happen” outlook in 2015, writing ou...

"Kremlin Rejects Reports Of 'Isolated, Paranoid' Putin Who Is Fed Inaccurate Battlefield Info"

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From ZeroHedge : Kremlin.ru In the words of Larry the Cable Guy: "I don't care who you are, that's funny right there." We ...