Financial topics

[aeden]

From another.
It wasn't about corporate fascism eventually moving back home, It's been a clear goal for a long time. I've seen things moving towards this not from international affairs but from clear plans for more control of the masses and laying the groundwork methodically. If you look at the progression of our problems, such as economic warfare against the middle class, education, liberty, and the advent of the constant state of fear that has been rolled out, it's hard to see it as a natural progression of things rather than a purposeful intent. You have and will be gamed.
The current mindset is the dogs are drinking from mud puddles as filth takes over your land.
Barking at Caravans nipping at the heels of the untouchable's cults. The nimby outsourced it since your to damn stupid as active measures
and normalization of your actual status sets in. Judgement.

Transitory.

https://www.aa.com.tr/en/world/anadolu- ... is/2357992
French People tossed under the Bus again.

Solar, wind power have potential to constitute 75% of electricity needs in 2035, 90% by 2050, Energy Dept. study says.
Total bullshit.
43,560 square feet per acre. Half in supply would be 11.2 million acres for 118 million single family only.
250 watt panel costs $175 to $375 as today not even considering the other needed switch gear.

I also started in 1976 trended cost basis also.
https://ourworldindata.org/grapher/sola ... yScale=log
The annual change in primary energy consumption is measured in terawatt-hours (TWh) in one year relative to the previous year
cannot meet the demand curve. They are full of bullshit in Washington. As we seen with the Texas grid facts we cut them off since the
other two grids would of collapsed from load. The best thing for now we surmise is bury the load conductors for the next decade for primary to
upgrade facts. Nodes have to fill in the gap analysis warranted to cluster population zones. Start with 50,000 populated zone to branch in scalability.


https://en.haberler.com/us-seeking-to-m ... y-1640529/

[John]

** 09-Sep-2021 World View: Deflationary stats

Vince -

You're always posting stories about things like price increases in
lumber or chips or aluminum. You refer to these price increases as a
sign of inflation. However, these price increases would have to be
repeated over and over for the inflation not to be transitory.

So I've got a similar kind of story, but this one is a sign of deflation.

> "July consumer credit growth rises at much slower pace
> than past two months

> Consumer borrowing slowed in July after strong gain in the prior
> two months, according to Federal Reserve data released Wednesday.

> Total consumer credit increased $17 billion. That’s an annual
> growth rate of 4.7%. Credit rose $37.9 billion in June, the
> largest gain since early 2006 and rose $34 billion in May.

> Economists has been expecting a $26 billion gain in July,
> according to the Wall Street Journal forecast.

> “Overall, the consumer remains fickle, driven by changing stimulus
> and the delta variant,” said T. J. Connelly, head of research at
> Contingent Macro.

> The data does not include mortgage loans, which is the largest
> category of household debt.

> Revolving credit, like credit cards, rose 6.7% in July after a
> 22.4% gain in the prior month.

> Nonrevolving credit, typically auto and student loans, rose 4.1%
> in July after a 7.2% growth rate in the prior month. Analysts said
> the drop might be due to weaker auto sales.

> https://www.marketwatch.com/story/signs ... 1631133566

The difference between the 1970s and now is that in the 1970s almost
everyone was willing to go into personal debt through loans and credit
cards. This is what pushed up inflation in the 1970s. If the Fed
"printed" money, then individual consumers would borrow that money and
buy things, pushing up prices and causing inflation, and pushing up
the velocity of money.

Today people are already deeply in debt, and deeply uncertain about
the future, so they're reluctant to go (further) into debt. That's
why "printed" money just goes into the stock market. People are
unwilling to borrow it and buy things.

We're still roughly on the same path as 2008:

2008:
4.30, 4.03, 3.94, 3.92, 4.18, 4.99,
5.60, 5.38, 4.93, 3.67, 1.06, 0.11

2021:
1.40, 1.68, 2.62, 4.16, 4.99, 5.39,
5.40

http://www.generationaldynamics.com/pg/ww2010.i.cpi.htm

Late in 2008, the cpi began falling, and actually turned negative in
2009.

2009:
0.02, 0.23, -0.37, -0.73, -1.27, -1.42,
-2.10, -1.48, -1.29, -0.18, 1.84, 2.72

If consumer credit growth remains low for another month or two, that
could signal that the cpi is about to turn negative again.

[vincecate]

Today people are already deeply in debt, and deeply uncertain about
the future, so they're reluctant to go (further) into debt. That's
why "printed" money just goes into the stock market. People are
unwilling to borrow it and buy things.

I think the eager borrowing and spending by government more than makes up for any unwillingness of private people to go further into debt.
A trillion here and a trillion there and it starts to add up. But we will see in the coming CPI reports if it is "transient" or continues to increase.
Tuesday will be interesting.

The velocity of money seems to depend on the inflation rate and the interest rate. So as the inflation rate goes up, the velocity of money goes up, which makes more inflation possible even without an increase in the money supply (which we also have). As interest rates start to increase a bit, it won't really help things as that also increase the velocity of money. It will take much higher interest rates (no chance), and for the Federal deficit to go away (no chance) to stop this inflation. As people start getting out of bonds they will print money faster and faster so the Fed can buy them all up. Really don't think they will stop the inflation this time. Buy Bitcoin.

[aeden]

Failed democrat policies have slaughtered and destroyed the major cities as the drug slaughter increases.
Open borders is slaughter and Biden is insane not demented.

How can city officials just stand aside and do nothing as this goes on day after day?
Does anyone really have to ask?
The real question is why do people keep voting for sociopaths.

[aeden]

https://www.youtube.com/watch?v=wpC4IGAkgok NY is finished.
These idiots will pour your money into corpses on the right and left coast.
Then these coastals are brain dead idiots piss on on fly over that feed them.
When it goes rather sooner than later good luck since these thieves
care about three things. Being elected, reelected and not you. That budget cannot be fixed its over.
As proven when the black holes develop in economics we know the effects.
Yea the dogs drinking from mud puddles chasing the market tell you damned
fools called voters you ever mattered.
Truly the SALT issues on Taxes is comical to watch these whining thieves in action
guarding a corpse by open border criminals.

Bureaucracy, which famously operates at a glacial pace, has issued a flurry of empty statements waiting for retirement packages.

Biden Regime and his dual passport cults are intentionally collapsing the US.
https://www.youtube.com/watch?v=N5zdoY0WvuM

thread: bdic

[aeden]

https://www.yahoo.com/news/video-hitman ... 00474.html
Sad but I understand since liberals are demented. As our case turned out one was contracted
to butcher 2 Women and 5 children. No way to know but we can only hope he understood the price
that was paid at Calvary.

[Tom Mazanec]

John:
The 2008 CPI curve proceeded the Great Recession. Is the 2021 CpI curve preceding the Greater (or Greatest) Recession?

[vincecate]

The 2008 CPI curve proceeded the Great Recession. Is the 2021 CpI curve preceding the Greater (or Greatest) Recession?

In looking at fredgraph it sure seems like inflation measured in cpi or ppi starts to look worrying and then there is a recession. It seems like the
Fed takes away the punchbowl when inflation is a problem. It seems reasonable that they will do so, or at least that the market will expect them
to do so, if inflation keeps going up.

[Higgenbotham]

He showed me that in the State of Texas at that time last week there were 27,000 loads waiting to be shipped and only 1,000 truckers looking for a load. He said the ratio of loads to truckers is the highest he has ever seen. He also said that he sees nothing that will change that.

Does he know the contents of the loads? I am guessing there is a higher percentage of "durable goods" than in years past. When inflation starts people buy things before prices go up further. This helps make prices go up more, etc. But they buy things that will last.

https://howfiatdies.blogspot.com/2021/0 ... blems.html

With prices swinging up and down like they are, I've been able to see first hand how that increases shipping.

I bought an item on July 1 for $34 and shipped it to an Amazon warehouse speculating that the price would increase. I sold it on August 24 for $62. Amazon allows buyers to return items if they find a better price. The price dropped and Amazon authorized a return. The buyer delivered the item to UPS and it was returned to Amazon's warehouse. It got to Amazon's warehouse and was accounted for yesterday, September 9, and the money was taken out of my account. I then checked on Amazon for the lowest price on the item. By yesterday, the lowest price had jumped to $126. So out it will go again.

[Cool Breeze]

The 2008 CPI curve proceeded the Great Recession. Is the 2021 CpI curve preceding the Greater (or Greatest) Recession?

In looking at fredgraph it sure seems like inflation measured in cpi or ppi starts to look worrying and then there is a recession. It seems like the
Fed takes away the punchbowl when inflation is a problem. It seems reasonable that they will do so, or at least that the market will expect them
to do so, if inflation keeps going up.

The question that is really funny is how much longer do people get to keep redefining the word "transitory" lol

Leon Cooperman knows better, and said so, recently. But who cares about data AND expert opinion that goes along with the data (all of ours).