Monday, January 02, 2023

 


Notes today:
 

  • Across the 4 states that are top #XBB15 dominant epicenters in Northeast US, hospitalizations are increasing. The reason is that #XBB15 is one of the most evasive variants against immunity (high escape) and fusion with human cells (high ACE2 binding)—a worst of both worlds.    Eric Feigl-Ding  @DrEricDing
  • FT: Families will get $7,600 per child if they swap Japan's overcrowded capital, but they'll have to embrace the provincial life for 5 years minimum if they don't want to lose the money.
  • 2022 was the worst year in more than a decade for global equities and bonds.
  • The S&P ended the year down almost 20%.
  •  Exxon Sues EU Over Windfall Profit Levy
  • Energy giant says Europe’s effort to take a bite from surging income discourages investment and its adoption violated rules (WSJ)
  • Exxon to record more than $56bn in profits in 2022 and Chevron is set to top $37bn, record highs for both companies, according to Wall Street estimates compiled by S&P Capital IQ. 











  • After trillions of dollars in losses, and waves of corporate bankruptcies and fraud, crypto is looking like an increasingly toxic asset class.
  • Fidelity Investments is however betting that crypto has a bright future and wants to be in the thick of it.  (Barrons)  aka FOMO
  • During 2022 Bitcoin consumed 161 TWh of electricity in total -exceeding a country such as Sweden. Related CO2 emissions were ~90 Mt - again negating the entire global net savings from EVs.
  • Krugman: Do American conservatives know that Hungary — Hungary! — has been trying to hold down inflation with price controls?
  • Israel will resume direct contacts with the Russian Federation at the highest level, said the new Israeli Foreign Minister .. (WTF)

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