Generational Dynamics Forum - New Site

Phong Tran wrote: Mon Aug 01, 2022 5:25 pm

richard5za wrote: Mon Aug 01, 2022 3:29 am Phong, over last 120 years P/E ratio is highly influenced by over bought markets and bubbles. Markets get over bought, P/E ratio is very high, and then market corrects, P/E ratio comes down, but without a recession earnings need not change, might even go up. However, in a recession earnings go down. So now there is a double effect, and yes might go down faster and further than non recession corrections. The point I was making is that recessionary bears last longer because of the time it takes to rebuild earnings. Play with the arithmetic of PEratio = Price/Earnings. Bring down PE and see price drop. Then additionally reduce earnings and see what happens to PEratio. Hope this explains.

Ah, ok, I think I understand. I think I was trying to figure out why it would be a longer peak to trough only and thought that it should be steeper so was confused. Since we've never really seen a proper bear market, or at least one that wasn't rescued by the fed, I suspect there's going to be a lot of bear market rallies in this one as lots of investors and money on the side buy into the dips and newer lows, which will make it even more drawn out then one would expect in normal market conditions.

We will all need to watch out for the bear market rallies. They can be deadly for wiping out ones trading capital, or if you are a long term investor tying you into investments that are under water.

We just had 1. Now it'll go back down 1-2% for a few days, as predicted. The data is gonna get worse, too. What's weird is that the buying was a silly front run of printer go brrr that is expected later this month or year. Bizarro world

https://michaelsmith.substack.com/p/not ... -is-normal

May not like the list but we always know what level they are at when they laugh at facts.
The smart kids would of already moved to a zone that understand what is already here.
The sticky wage arbiters are coveting tech. When the smarter kids move to a zone which
is now dimishing returns the market will adjust if you know it or not.

Fauci Complains That Americans Will Not "Adhere" To Authorities

It's settled then.

Now lets talk about Mr. Fauci's trial.

https://www.foxnews.com/politics/congre ... ne-mandate

The only mutation now is the rate of stupidty we are finshed with. Day one we figured out how to survive you damned
lie cheat steal fools.
25% of your fellow countrymen wanted me placed you a concentration camp.

==================================================================================================================
The dangers are so acute that from 2014-2017, the National Institutes of Health suspended funding for all gain-of-function projects.

While we may never know whether the pandemic arose from a lab in Wuhan or occurred naturally, the emergence of COVID serves as a reminder that dangerous research conducted in a secretive and totalitarian country is simply too risky to fund.

No taxpayer money should ever be used to fund gain-of-function research in China, and because of Dr. Fauci’s allies in the Washington Swamp, Congress will continue to send your money to fund this reckless research. U.S. Senator Rand Paul

Lunatics are still in the senate.

https://newspunch.com/baffling-sixth-ca ... t-2-weeks/

pay attention

aeden wrote: Tue Aug 02, 2022 12:58 pm https://newspunch.com/baffling-sixth-ca ... t-2-weeks/

pay attention

Yes, I can tell you there's starting to be a shift in Canada. Many Canadians are really starting to be disgruntled with the authoritarian Canadian government, with the reduction in living standards, and are starting to see through the mainstream media lies as well. Many view Canada as some sort of multicultural utopia, but it's really more built around a foundation of friendly tolerance rather then respect. It's more of a live and let live culture and many view the Canadian government as starting to intrude into their daily lives more and more, which will ultimately guarantee a conservative government in 2025's election as long as the candidate isn't a total puppet.

The doctors dying in Mississauga was briefly covered in The Toronto Sun, but otherwise didn't get much news coverage, but the story is definitely being spread through social media and many are not believing the narrative that the conclusion was that their deaths had nothing to do with the rumored 4th booster required for their job. Even my mom who doesn't follow the alt media like I do was sent the news from one of her co-workers before I even mentioned it to her.

bottum-ing
https://cms.zerohedge.com/s3/files/inli ... k=X8vcx2MF
Calls are buying non retards as in the 270 burn loot murder moron enablering a$$ kissers.
Sectors look mid range bog before a drain sooner than l8ter.

No accidents exist.
The comment before was picking fat kids for dodge ball.
They never ever will even pretend to care about you.
At least they relented last time to 9 days in the hole for non payments to be Humane.

Sismondi was right about the level of regards of the circles.

Sismondi coined the term proletariat, from the class of proletarii (from proles, Latin from offspring) the lowest class in ancient Rome. To give one more sample of Sismondi's perceptiveness: he pointed out that the combination of capital and labor under existing conditions increased the value of each and produced a mieux-valeur. This is close to the Mehrwert by which Marx demonstrated that labor was exploited. Sismondi's critique of political economy dates from 1818, the year of Marx's birth.

thread: Mme De Stael, Sismondi, 1844
https://www.cairn-int.info/article-E_AH ... nu=article

The vast majority of the people killed were mostly killed by mass drowning, tied, placed in barges, towed out into the river and sunk,
were in fact PEASANTS. They were targeted by the Terror govt of Robespierre, who were the first of the socialist. tyler

The current demsheviks are running around virtue signalling. This point we are acting shocked - not - since confidence and the gap arrogated
comes to mind.
https://gdxforum.com/forum/viewtopic.php?p=64336#p64336
https://gdxforum.com/forum/viewtopic.php?p=64339#p64339
thread: Sea Hag, gra, 936

https://www.youtube.com/watch?v=diTmxxmSf1Q

https://deagel.com/reports

thread: bantu, l8ter, salem, gra, dunbar

Current data suggest the drift 1:1.8 risk map for outliers trended.
As it is they will miss us and a few may remember when that first bowl is poured out.

Here's a clue: no amount or combination of spinning green crucifixes, sun catchers, forest incineration and gas booze can replace fossil fuels and nuclear for a $30 trillion advanced industrial economy. It's an energy density issue. Batteries are a joke.

https://duckduckgo.com/?q=720%2C000+ton ... 4-1&ia=web

Hundreds of thousands of wind turbine blades have already found their way into landfill, with millions more to follow.

What is headed there dwarfs the real issue of the green masks village idiots.

Here are the problems I found with the analysis: https://blog.friendsofscience.org/2021/ ... the-u-s-a/

There is no scientific or economic justification to incur any capital or operating cost increases for net zero because CO2 emissions are net beneficial to people and the environment. The paper “Social Cost (Benefit) of Carbon Dioxide from FUND with Corrected Temperatures, Energy and CO2 Fertilization”[13] shows that the social net benefits of CO2 emissions as calculated by the FUND integrated assessment model are US$6/tCO2 using a 5% discount rate and US$12/tCO2 using a 3% discount rate. The benefit of emissions and warming on agriculture from 2000 to 2100 is 95 times the cost of severe storms and sea level rise combined. Other values of high social costs come from faulty computer models that fail to include the benefits of both warming and CO2 fertilization, use extremely high emissions projections, assume that the climate is far more sensitive to increases in atmospheric CO₂ than real-world data suggests is the case, fail to account for adaptation and exaggerate damages.

"The number of companies filing for insolvency in England and Wales last quarter was the highest since 2009, a situation that’s expected to get worse before it gets better."

https://www.bloomberg.com/news/articles ... since-2009

They just started raising rates and rates are still far below inflation. Do think this will get worse before it gets better.