Wednesday, May 29, 2024

Notes today 

  • Egypt: Sisi government raises price raises price of subsidized bread by 300 percent. 

  • Concern is mounting that funding the US deficit will drive yields higher. 

  • Bloomberg: BYD unveiled a hybrid powertrain able to go more than 2,000 kilometers without recharging or refueling—the equivalent of New York to Miami. Its Seal 06 model will be among the first to offer the system. 

  • Nvidia is now worth $2.8tn after the recent rally, a whole $300bn more than the German stock market.
  • What was the last German product becoming a worldwide success story? 

  • Coca Cola serves more than 1.9 billion drinks per day. So, if KO were to add a penny to the price per drink – it would raise pretax earnings by some 2 billion.
  •  

  • Migratory freshwater fish populations ‘down by more than 80% since 1970’down by more than 80% since 1970’

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

"Everything will be all right. And, even if it won't be, we'll have the consolation of having lived honest lives." Alexei Navalny

Sunday, May 26, 2024

  • German stocks are now worth less than Nvidia. 
  • Germany's stock market value is just $2.5tn, Nvidia's value is $2.62tn. This week, Nvidia has gained $348bn in value, the combined value of traditional co's Siemens, Deutsche Telekom, and Mercedes...


  • The next industrial revolution has begun said Jensen Huang, founder and CEO ...

Sunday, May 19, 2024

 

Notes today

  •  Silver is limit up in China .. and $1.2 in US
  • Russian court seizes millions of euros worth of German bank assets . 

  • As the insects they eat vanish, the UK populations of birds like swallows + swifts have crashed by 40% or more in just a decade. 
  • Bloomberg reports that 42% of those with household income of over $100,000 report being 'behind or delinquent' on 'Buy Now, Pay Later' payments 

  • The 112°F heat index at 3pm in #Miami breaks the previous daily record by 11°F and the monthly record by 6°F.  It's tied for the 3rd-highest heat index ever recorded in Miami:

114° - Aug 9, 2023

113° - Aug 8, 2023

112° - Jul 3, 2021

112° - May 18, 2024

111° - Jul 22, 2023 

  • Did you hear the one about how Ron DeSantis solved climate change in Florida? | Opinion
  • Read more.Read more.

  • China's selling of US paper. Wonder why? 
  • Three guesses. 

 


 

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

"Everything will be all right. And, even if it won't be, we'll have the consolation of having lived honest lives." Alexei Navalny

 

 

Thoughts about silver:

  •  It is at three year high
  • According to the  silver institute 2024 survey, world silver supply is forecast to post a 6th year global supply deficit.
  • The 2024 deficit being 265 million oz.
  • Amounting to more than 1 billion oz over the past six years.
  • The gold-to-silver ratio in the earth's crust is about 1:19.
  • (now, just for giggles, dividing $2461 gold by 19 = $129)
  •  Ratio

  • Silver

  • Btw, Copper above $5

1.   


  • Intersting Chart from Jefferson Lab and Silver Bullion


  • You want to seriously giggle some more? do a copper price silver price division using above data.


Wednesday, May 15, 2024

Notes today

  •  Russian 10-Year Yield

  • US to send $1bn more in weapons and ammo to Israel.
  •  Copper


  • The ECB is very likely to start cutting interest rates at its next policy meeting in June, says Bank of France Governor Francois Villeroy de Galhau 
  • Soth Africa's Jobless rate


  • What the herd hates the most is the one who thinks differently. It is not so much the opinion itself, as the audacity of wanting to think for themselves. Schopenhauer

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

"Everything will be all right. And, even if it won't be, we'll have the consolation of having lived honest lives." Alexei Navalny