AUDUSD – short now, long later?

I think DLS could well be right about AUD hitting COVID lows, but how to position and what to expect? Right now with QT (or at least no QE) there is a global dollar shortage. With rising rates as well, returns on USD look better than many other assets. Shorting AUD for USD will currently … Read more

Weaponising narratives

Narrative has been weaponised for a very long time by skilled operators. The growth of mass media in the 20th century greatly facilitated it, the dangers well observed many decades ago by Orwell, Huxley and others. It’s growth was necessary because of dissolution of communities through people moving away to cities. There were no grape … Read more

Do masks make a difference?

Daily case number chart from the WA COVID dashboard: https://experience.arcgis.com/experience/359bca83a1264e3fb8d3b6f0a028d768 Experiencing this chart made me convinced that masks do make a difference….but if that’s the case why was it only a spike and not a sustained increase in daily case numbers? Comments?

Middle of the week links

The narrative seems to be that markets are now betting on the Fed doing a U turn. I’ll wait till the next inflation figures and interest rate announcements before throwing money around. Other things I thought interesting the last couple of days: Apparently ANZ has developed an AUD stablecoin. Seems pretty pointless given that you … Read more

Weekened Links since last time to 26/6/22

I’ve been accumulating these for a while to share…some might be a little dated, but some good reading to be had. Auspol Overall deaths in Australia – where nearly everyone is vaccinated – are spiking. Fertilizer Australia > Fertilizer Industry > Australian Fertilizer Market USA From Court-Packing To Leaking To Doxxing: White House Yields To … Read more

Shortages, inflation and narrative.

The narratives I’ve heard about the shortages say they are driven by: Lockdowns (now only in China) People taking time off sick post lockdown, exaggerated by isolation requirements Some people banned from working due to vaccine mandates Limited immigration (not enough low paid workers to get low skills but essential jobs done) Spending during the … Read more

Weekend links 6/5/22-8/5/22

The non-nation New Data Shows The Mass Exodus Of People From Australia Continues Dear RBA, DO NOT HIKE INTEREST RATES – MacroBusiness Mark McGowan is impinging on human rights: human rights commission Solomon Islands-China deal: Australia won’t send defence, police personnel to work alongside Chinese forces Showdown on the Corral Sea, with Australia adrift in … Read more

Why bad philosophy leads to worse maths

Mark Latham commented on NSW maths results on Sky News arguing that the introduction of wokeness into the curriculum and the lack of specialised teachers lay behind the accellerating declines in performance https://www.facebook.com/MarkLathamsOutsiders/posts/7343436572364285 Many people will disagree reflexively with Mr Latham perhaps because he’s appearing on Sky News and represents One Nation, but there is … Read more

Weekend Links 23/4/22-25/4/22

So this weekend links is very similar to last week’s, mainly because I haven’t been reading as much and because lasts week’s were really earlier this week’s and got mostly ignored due to other posts being funnier and pithier. The non-nation: How philosophy gave up on the truth – UnHerd Alan Kohler: Soaring house prices … Read more

Some recently miscellanous collected links

Since the long weekend is nearly over, I am not calling it weekend links. I’ve been saving these up to share with you for a while. What an honest leaving-do speech would sound like | The Economist Coalition senator blasts Liberal Party’s ‘mean girls’ Alan Kohler: Soaring house prices have changed society for the worse … Read more

All about us

We need to have a discussion about how we’re going to host and run this site. Key questions: Why is the current server falling over? What are the specs needed? Bandwidth (peak MB per day?) Processing speed/time Memory Storage Who is willing to pay and by what means? Many have expressed reservations about paying with … Read more

Is Canada in the midst of a coup d’etat?

So Canada’s state of emergency hasn’t been lifted despite the clearing of the blockcade. https://www.dw.com/en/canada-trudeau-says-emergency-not-over-after-blockades/a-60864769 Here’s Trudeau’s words: “After weeks of dangerous and unlawful activities, after weeks of people being harassed in the neighborhoods, [and] after evidence of increased ideologically motivated violent extremism activity across the country,” local authorities needed “more tools to restore order,” he said. … Read more

Miscellaneous links 19/2-20/2

Offering counselling in the face of a crisis is about as effective offering a chocolate bar when you house is on fire. https://www.afr.com/policy/health-and-education/are-you-mentally-ill-or-just-very-unhappy-20220210-p59vhh PJW reporting contrived racial diversity on TV being noticed on reddithttps://www.youtube.com/watch?v=Pl5GJQE4lCk Quite a good piece on the gas cartel at MB this week: https://www.macrobusiness.com.au/2022/02/betrayed-and-abused-rex-patrick-is-aussie-gas-roadkill/ No surprise the inflation in the USA is … Read more

Weekend Links 12/2/22-13/2/22

As Sweden gets rid of restrictions, others double down. A nice summary of covid restrictions in various places: https://www.northstarmeetingsgroup.com/coronavirus-countries-cities-reopening-COVID-19-new-cases Looks like the Wall St ESG crew are not as powerful as I thought:https://www.reuters.com/business/energy/oil-nears-100-barrel-us-drillers-get-busy-costly-shale-basins-2022-02-08/ If shale oils comes back online in numbers it will keep a lid on oil price hikes, thus limiting inflation. We can … Read more

An email to Australian Unions

So Australian Unions sent me an email the other day saying that wages rise only because of union involvment not labour shortages. It linked to this: So I replied: Jim Stanford points out: “Wages are not the automatic outcome of supply and demand forces.”  That may be true, but deliberately ignoring supply and demand in … Read more

Weekend links 5/2/22-6/2/22

According to the New Daily “Voters in coal and gas heartlands are ready to cash in on a clean energy future”. Reading on “the coal and gas heartlands of New South Wales and Queensland” is what they’re talking about. I.e. including Sydney and Brisbane. Click bait propaganda again. https://thenewdaily.com.au/opinion/2022/02/03/voters-want-clean-energy-future/ I’m all for free electricity from … Read more

Weekend links 17/12-19/12

This week we started seeing COVID cases take off again in NSW and VIC as people started moving around and partying fearlessly like they were told to. The hope is that due to the vaccines that hospitalisations won’t take off. It might be too early to call the trend, but the right hand side of … Read more

Open for business this weekend

For the first time in ages a certain website has opened their weekend links to non members. I completely forgot to look here or there until this evening (Saturday). Hope you are having a good weekend, a few links, hurriedly put together below. Most Austrians are aholes and wusses: When inflation gets high, apply numberwang! … Read more

Weekend Links 3/12-5/12

South Australia let in COVID from the ponzi states this week, but only to the fully vaccinated. Notice the big yellow bar on the right of the graph. Pass the popcorn! https://thewest.com.au/news/sas-covid-19-cases-jump-dramatically-more-than-one-week-after-borders-open-c-4787196 As we all know, the vaccine isn’t very good at preventing infection. This paper says there is a reduction in the infection rate … Read more

Alan Kohler agrees: #putlaberallast

Kohler, who writes at the New Daily and appears on ABC TV wrote this today: “Perhaps the best permanent answer to branch stacking is more independents, so they get the balance of power in the lower house, and the stackers and stackees can’t run the country unconstrained.” Slowly but surely, the tide is turning. https://thenewdaily.com.au/finance/finance-news/2021/11/11/branch-stacking-bargain-kohler/#putlaberallast

COVID Spike Proteins and vaccine spike proteins

OK, so in response to Stewie’s concerns about the spike protein and my own, I did some reading. Here’s what I found. First, the spike protein can do damage on its own. SARS-CoV-2 Spike Protein Induces Degradation of Junctional Proteins That Maintain Endothelial Barrier Integrityhttps://www.frontiersin.org/articles/10.3389/fcvm.2021.687783/full SARS-CoV-2 spike protein alone may cause lung damagehttps://medicalxpress.com/news/2021-04-sars-cov-spike-protein-lung.html Spike Proteins … Read more

Beware of non-natural nucleotides

Since it looks as if I’m going to be forced to take the jab, I’ve been doing some reading about mRNA vaccines and came across this paper, published in March. https://molecular-cancer.biomedcentral.com/articles/10.1186/s12943-021-01339-1 It’s quite long and I can’t claim to understand all of it. I’ve clipped the section on safety below and noted in particular a … Read more

Election Campaign: #putlaberallast

I’m with the MB commenter formerly known as Gunnamatta: the best way forward for us is to campaign to reduce the liberal and labor parties’ primary votes down. Their mutual connivance around property and migration has gone on so long and is now so deeply embedded it is now no longer unreasonable to suggest that … Read more

Woke Weekend Links (5/5/21-6/5/21)

With some trepidation, I have tried to put myself in the shoes of some of my more social justice oriented acquaintances to compile a weekend links that reflects their interests. I’m not going to throw in many critiques – that’s your job. I don’t do pics and videos. Sorry.

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