DoINeedOne

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  1. From a book i was reading the other week made me think of you and this thread
  2. Looking at Fluxys website mentioned above working with the national grid https://www.fluxys.com/en/news/fluxys-belgium/2020/200717_news_european_hydrogen_backbone European gas infrastructure consists of pipelines with different sizes, from 20 inch in diameter to 48 inch and above. The hydrogen backbone, mainly based on converted existing pipelines, will reflect this diversity. Converted 36- and 48-inch pipelines, commonly in use for long-distance transport of gas within the EU, can transport around 7 resp. 13 GW of hydrogen per pipeline (at lower heating value1) across Europe, which provides an indication of the vast potential of the gas infrastructure to take up its role in the future zero-emission EU energy system. Then came across this whilst looking at who owns all those pipe lines that they would like to convert THE BIGGEST GAS COMPANIES YOU’VE NEVER HEARD OF Enagás (Spain), Fluxys (Belgium), GRTgaz (France) and Snam (Italy) are Europe’s four biggest gas transporters (TSOs), owning infrastructure across the continent and beyond. Together they own more than half of the EU’s LNG terminals and over 100,000km of pipeline, with new projects planned: 6,200km of pipeline and at least one more LNG terminal are under construction. All four are run like private companies, despite being publicly-controlled. They collectively made more than €2 billion in profit in 2018 with almost three quarters paid out in dividends to shareholders such as investment funds BlackRock (GRTgaz and Snam) and Lazard (Enagás and Snam). These little-known companies don’t have the profile of Shell, Total or BP, but are just as influential in keeping Europe dependent on gas. A interesting PDF looking into these companies https://corporateeurope.org/sites/default/files/2019-09/1_English_TSO web.pdf from this website https://corporateeurope.org/en/2019/09/who-owns-all-pipelines
  3. LONDON (Reuters) - Britain’s National Grid is planning a 10 million pound ($13 million) project in the north west of England to test how hydrogen could be used to heat homes and bring down greenhouse gas emissions from industry, it said on Wednesday. Britain has a target to reach net zero emissions by 2050, which will require a huge reduction in the use of fossil fuels, such as gas, which is currently used to heat about 85% of the country’s homes. "Sectors such as heat are difficult to decarbonise," said Antony Green, project director for hydrogen at National Grid. "Trial projects like this are crucial if we are to deliver low-carbon energy reliably and safely," he said in a statement. National Grid hopes construction, at a site owned by risk management and energy group DNV GL in Cumbria in the north west of England, could start in 2021, subject to approval by energy regulator Ofgem, with trials to begin in 2022. Belgium’s gas network operator Fluxys and Britain’s Northern Gas Networks are also partnering on the project.
  4. Like others i make use of spread sheets but even that seems limited I actually rang HL the other day to see if i could buy a stock that was not showing after talking to 2 people they came back with "We currently can't buy that, maybe try again once corona stuff has calmed down" So registered an account with Degiro approved within the week and bought it there without talking to anyone notice they have a few miners that HL doesn't show too
  5. I watched this the other week quite interesting also about sleeping with your mouth open and then wake up so dehydrated (which is what i do) and the use of mouth tape which i have never heard off
  6. Telefonica shares from the dividend have been added to my account today
  7. Was part of a newsletter Russell Napier was never one of them. The Scottish market strategist has for two decades – correctly – seen disinflation as the dominant theme for financial markets. That is why investors should listen to him when he now warns of rising inflation. Politicians have gained control of money supply and they will not give up this instrument anymore», Napier says. In his view, we are at the beginning of a new era of financial repression, in which politicians will make sure that inflation rates remain consistently above government bond yields for years. This is the only way to reduce the crushing levels of debt, argues Napier. In an in-depth conversation with The Market/NZZ he explains how investors can protect themselves and why central banks have lost their power. Mr. Napier, for more than two decades, you have said that investors need to position themselves for disinflation and deflation. Now you warn that we are in a big shift towards inflation. Why, and why now? It’s a shift in the way that money is created that has changed the game fundamentally. Most investors just look at the narrow money aggregates and central bank balance sheets. But if you look at broad money, you notice that it has been growing very slowly by historical standards for the past 30 or so years. There were many factors pushing down the rate of inflation over that time, China being the most important, but I do believe that the low level of broad money growth was one of the factors that led to low inflation. And now this has changed? Yes, fundamentally. We are currently in the worst recession since World War II, and yet we observe the fastest growth in broad money in at least three decades. In the US, M2, the broadest aggregate available, is growing at more than 23%. You’d have to go back to at least the Civil War to find levels like that. In the Eurozone, M3 is currently growing at 8,9%. It will only be a matter of months before the previous peak of 11.5% which was reached in 2007 will be reached. So I’m not making a forecast, I just observe the data. Why is this relevant? This is the big question: Does the growth of broad money matter? Investors don’t think so, as breakeven inflation rates on inflation-linked bonds are at rock bottom. So clearly the market does not believe that this broad money growth matters. The market probably thinks this is just a short-term aberration due to the Covid-19 shock. But I do believe it matters. The key point is the realization who is responsible for this money creation. In what way? This broad money growth is created by governments intervening in the commercial banking system. Governments tell commercial banks to grant loans to companies, and they guarantee these loans to the banks. This is money creation in a way that is completely circumventing central banks. So I make two key calls: One, with broad money growth that high, we will get inflation. And more importantly, the control of money supply has moved from central bankers to politicians. Politicians have different goals and incentives than central bankers. They need inflation to get rid of high debt levels. They now have the mechanism to create it, so they will create it. In the aftermath of the Global Financial Crisis, central banks started their quantitative easing policies. They tried to create inflation, but did not succeed. QE was a fiasco. All that central banks have achieved over the past ten years is creating a lot of non- bank debt. Their actions kept interest rates low, which inflated asset prices and allowed companies to borrow cheaply through the issuance of bonds. So not only did central banks fail to create money, but they created a lot of debt outside the banking system. This led to the worst of two worlds: No growth in broad money, low nominal GDP growth and high growth in debt. Most money in the world is not created by central banks, but by commercial banks. In the past ten years, central banks never succeeded in triggering commercial banks to create credit and therefore to create money. If central banks did not succeed in pushing up nominal GDP growth, why will governments succeed? Governments create broad money through the banking system. By exercising control over the commercial banking system, they can get money into the parts of the economy where central banks can’t get into. Banks are now under the control of the government. Politicians give credit guarantees, so of course the banks will freely give credit. They are now handing out the loans they did not give in the past ten years. This is the start. What makes you think that this is not just a one-off extraordinary measure to fight the economic effects of the pandemic? Politicians will realize that they have a very powerful tool in their hands. We saw a very nice example two weeks ago: The Spanish government increased their €100bn bank guarantee program to €150bn. Just like that. So there will be mission creep. There will be another one and another one, for example to finance all sorts of green projects. Also, these loans have a very long duration. The credit pulse is in the system, a pulse of money that doesn’t come back for years. And then there will be a new one, and another one. Companies won’t have any incentive to pay back these cheap loans prematurely. So basically what you’re saying is that central banks in the past ten years never succeeded in getting commercial banks to lend. This is why governments are taking over, and they won’t let go of that tool anymore? Exactly. Don’t forget: These are politicians. We know what mess most of the global economy is in today. Debt to GDP levels in most of the industrialized world are way too high, even before the effects of Covid-19. We know debt will have to go down. For a politician, inflation is the cheapest way out of this mess. They have found a way to gain control of the money supply and to create inflation. Remember, a credit guarantee is not fiscal spending, it’s not on the balance sheet of the state, as it’s only a contingent liability. So if you are an elected politician, you have found a cheap way of funding an economic recovery and then green projects. Politically, this is incredibly powerful. A gift that will keep on giving? Yes. Treason May made a famous speech a few years ago where she said there is no magic money tree. Well, they just found it. As an economic historian and investor, I absolutely know that this is a long-term disaster. But for a politician, this is the magic money tree...
  8. Most bits i get from MyProtein which seem pretty high on most of there ratings but i should check it more
  9. Had this site bookmarked but keep forgetting about it https://labdoor.com/rankings
  10. I take randomly every other day Vitamin D3, Omega 3, Multi vitamin, K2 (which most are deficient in mostly in fermented foods), some other crap too can't remember what it is Also almond butter and some turmeric in a protein shake Eat alot seeds and nuts generally too Eat pretty well, still have shit days else I will crave crap so as along as i'm eating healthy 80% of the time One thing I always thought was why don't we have blood tests once a year like a dentist appointment There's so much you can pick up in blood tests now but whilst i have not been to the doctors for at least 10 years + I used to get a private blood test done every other year (Reminds me i need to get one) These tests show me I was lower end of testosterone - Next time my testosterone had pretty much doubled what change the first time a year or so before i was working weird hours from home due to timezones getting up at 3am to check on stuff then going back to bed around 5am (Broken Sleep) working to much or sleeping with lack of time to cook (eating shit) and very very stressed out (i would say kinda depressed even though work was earning well) Second blood test Work changed I was on a decent diet, good nights sleep, and less less less stress (still the odd shit and beers) Without the blood test i would not have known, others things where something to do with kidneys i think but was put down to being dehydrated and fasted but keep an eye on but everything else was ok for what they checked this was not even a full check of everything They even apparently can detect prostate cancer now in the blood Anyway now we all know that the doctors can't solve everything they are great and I have nothing but respect for them but my view is it must be hard for them they get such a mixed range of people coming in from I've got the shits, sore throats, ankle hurts, depression or I can't remember anything and there seems in my opinion to be a tablet for everything that causes some other issue Have you ever watch American TV with all the adverts for medical shit its crazy "Can't Sleep Try This" then in small print at the bottom may cause acne, the shits, cramps, heart problems, hair loss but hey at least you get a good nights sleep Anyway family member of mine Breathing issues couldn't even walk up the stairs without sounding like he was having a asthma attack, they had heart issues which they had a stent put in slight improvement year of two later still breathing issues would slightly improve still bad then be even worse, was sent for a full blood test comes back dangerously low in Iron now Iron if i remember correctly helps carry oxygen around the body, So they had to have a blood transfusion to boost blood cells and Iron and is now on Iron supplements - the crazy thing is they are like a new person walking around still a little unfit but breathing well unless doing to much "fucking Iron" But during all that time i lost count on the amount of tablets he was be given The same person also suffers arthritis and whilst Omega 3 is not a cure it is a natural anti inflammatory which you can supplement and get from fish etc... So taking some can't really hurt can it when suggested they said that they would have to ask there doctor about taken other tablets even though its in the fish you enjoy once a week but best to ask Now this person asked the doctor and the doctor told them they would advise not taking any thing whilst on the 10,000 tablets the doctors where giving them Im not a doctor but he was eating fish, and the doctors reaction to Omega 3 just seemed off Nutrition does fascinate me one good documentary i enjoyed was Fat, Sick, Nearly Dead Anyway rant over but i do think this is why most people test stuff, research there problems and find solutions sometimes as they have the time where a doctor can't possibly research every new thing or supplement as what they treat is such a vast range of weird things