What is the Environmental, Social, and Governance effect of 400,000+ excess deaths a day over a month? Internal Chinese government documents suggest over 250 million cases in the first three weeks, across the country in December after COVID-zero protocols were disbanded from increasing social unrest. Others suggest a sitting average across two weeks at 37 million...
Today's research note is rather pointed and short. The function of these notes is to provide a little depth and context for an event or environment in the world, primarily focused on Financial markets, and there is a particular subsection of shoddy securities regulations that deserves a moment of reflection. Credit Suisse is a Foreign Private Issuer on the New...
Introduction I originally published this piece on September 8th, 2022, when the Peso was at ~140:1. I am republishing it to TradingView to celebrate the 170:1 mark, made possible with consistent advances to TradingView's Idea publishing. I believe we will continue to see devaluation of Argentina's currency as a deterioration in commodity prices continues, along...
Personal Savings are at a historic low, Consumer Credit at highs, and Inflation hasn't popped. The United Kingdom and other leading Eurozone parties have proclaimed their Recession, as the Federal Reserve, BEA, and Executive Branch fight against Wall Street Banks, Wall Street Megacompanies, and basic economic equations contradict each other regarding the US's....
"You may have to fight a battle more than once to win it." -Margaret Thatcher The United Kingdom stands divided, choosing self-exile in some quest for a new identity. An identity without colonies, without crown. An identity of stoic British independence, self-reliance, and profound economic growth and prosperity. The birthplace of Shakespeare, Newton, and...
I have three major principles in my life. The first is the Golden Rule, the holiest of all rules. Treat others the way I want to be treated. The second major principle is "holla holla get dolla", which is a really fun way to say respect the hustle, respect other's choices in life. Naturally, my third is that Rome was strongest with the triumvirate. All of this to...
Equations have two-sides, and solutions involve balance. Perhaps there is no country greater known for keeping a balance than Switzerland. In fact, Switzerland has maintained it's strength through several "world orders" by maintaining balance on the financial equation - not by keeping balanced finances, but by serving both sides. It is common history that...
Article Free Britney! Er… I mean shackle SpaceX? It'd be difficult to find someone who hasn't heard about Pop Star Spears' unjust conservatorship granting her father total control of her life. However, finding someone who knows that companies can be put under conservatorships would be quite rare. Many would know of the two biggest companies that were put under...
Disclaimer I am very invested in CVM, for a multitude of reasons, first as a scientist, second as an investor, third as my ego. I believe their recent clinical trial results are phenomenal, and illustrate it's potential as the pre-treatment for cancer in immuno-competent patients with appropriate genotypical and phenotypical screening. The clinical trial poster...
In an environment with "unanchored" inflation expectations, the manufacturer, producer or supplier believe that their costs are going to significantly rise in the future. In an environment without government regulations preventing higher profit margins aka price gouging, there is no hamper to price increases on the buyer, perpetuating forward inflation. In the...
Disclaimer This is meant to be just a segment of a greater analysis in gold. This author will not hide an inherent disdain for an asset class that prides itself on being outside the running economy, but this author is of the inherent mind to understand and tame all risk asset classes. This segment starts with a simple question in the face of a rampant inflation...
Disclaimer Very short piece highlighting 2 very important pieces of data on the markets - S&P500 and VIX These are theoretically variably inverse to each other as the VIX is a form of insurance for a possible crash. Basic Chart Discussion On SPY, this is over the past few months specifically. I have on ES1 highlighted only major trendlines that pop out...
Disclaimer Very short piece highlighting 2 very important pieces of data on the markets - S&P500 and VIX These are theoretically variably inverse to each other as the VIX is a form of insurance for a possible crash. Basic Chart Discussion On SPY, this is over the past few months specifically. I have on ES1 highlighted only major trendlines that pop out...
Disclaimer This author has long held a negative view of gold, still do, too. It isn't that gold is worthless, because that's very easy to disprove. It is that gold is outside of a functioning system, it's pretty, but it's not very useful as a store of wealth. However, an analysis must be done. My next series of ideas are small scopes of the bigger Gold picture,...
DISCLAIMER This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. The function of this essay is the maddening diatribe of a curious author, and how this one manages micro- and macro-economic data for a critical investigation into the micro- and macro-economic world. This text is not suitable for direct...
DISCLAIMER This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. The function of this essay is the maddening diatribe of a curious author, and how this one manages micro- and macro-economic data for a critical investigation into the micro- and macro-economic world. This text is not suitable for direct...
DISCLAIMER This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. The function of this essay is the maddening diatribe of a curious author, and how this one manages micro- and macro-economic data for a critical investigation into the micro- and macro-economic world. This text is not suitable for direct...
DISCLAIMER This is in no way, shape or form, fluid and function, an analytical, qualitative or intelligent compte rendu. The function of this essay is the maddening diatribe of a curious author, and how this one manages micro- and macro-economic data for a critical investigation into the micro- and macro-economic world. This text is not suitable for direct...