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Credit deflation and the reflation cycle to come (part 2)


spunko

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HousePriceMania
1 hour ago, JMD said:

This guy thinks there was indeed a near market collapse toward end of 2019. Subsequent to the near collapse, the tptb apparently needed to put the market (patient) into a (Covid!) coma, inject vast amounts of liquidity medicine, before slowly reviving (withdrawing lock-down!)... 

However, maybe ignore the 'Marxist crap' the author spouts - but for me personally - i think the main thesis is very interesting, dare i say an appealing narrative even. 

A Self-Fulfilling Prophecy: Systemic Collapse and Pandemic Simulation - The Philosophical Salon

 

If you look at what's happened since it does explain a lot of inexplicable decisions !!!

My only problem with it is, so many countries seem to be complicit with it so something would have leaked out.

CV19 a disease that kills no one that isn;t going to die soon anyway which looks like the flu/common cold used to hand $10T worldwise to the financial sector/banks/corporations.

It's all a bit...odd.

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1 hour ago, JMD said:

Thanks Harley. Appreciate your full reply. Yes, i listened a couple days back to the uranium podcast that you posted, in fact it was that which made me do a double-take on the new Sprott fund as i had erraneously thought the fund also held some miners (plus i already own Yellow Cake which holds physical).

Frustratingly, I only got half of my planned allocation to uranium, but am hoping for a pull back (after the recent 20th Aug. 'Sprott spike'!) before buying more uranium miners.     

This morning's Moneyweek MoneyMorning mail even had a focus on uranium so might take a while but I agree/am hopeful. 

https://moneyweek.com/investments/commodities/energy/603830/uranium-price-rise-nuclear-power

 

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2 hours ago, Nomad said:

I always enjoy the irony of these climate summits, https://www.bbc.co.uk/news/uk-58360996

Surely they should happen by zoom? Or is it a case of do as I say not as I do?

Reminds me of this https://www.bbc.co.uk/news/av/uk-47991377 :)

Yes I must admit I laughed the other day when Biden went to visit the flooded areas in the US the other day, made a statement that it was all down to climate change, but couldn't see the irony that he took Air Force One [could you get a bigger aircraft?] to get there rather than driving or even using a small jet!

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7 hours ago, HousePriceMania said:

If you look at what's happened since it does explain a lot of inexplicable decisions !!!

My only problem with it is, so many countries seem to be complicit with it so something would have leaked out.

CV19 a disease that kills no one that isn;t going to die soon anyway which looks like the flu/common cold used to hand $10T worldwise to the financial sector/banks/corporations.

It's all a bit...odd.

That was my initial thoughts also - how could such an epic financial banking secret be kept? But that was just a lapse on my part. You see I am slowly trying to rid myself of fixating on or blaming global conspiacies. It's like @DurhamBornrepeatedly tells us on this thread, the real driver is the economics, and the political ham fisted policies merely attempt to play catchup. I do of course accept that fraud crimes happen, but in the main, instead of grand complicities, I think that most covert actions/policies by tptb are dogma driven, or maybe simply in our specific case that there are tragically so few choices left when capitalism itself has kinda run out of road.                                                                                                                                                                                       Actually - if not going completely off piste - there is a book by Mary Midgely, The Myths we Live By, which does a great job of explaining how/why these 'myth/dogma driven' models of human behaviour have occured throughout history and across all human endeavour, so also useful I think for contextualising our current rather terrifying 'post truth' era!          https://www.amazon.co.uk/Myths-Live-Routledge-Classics-Paperback/dp/0415610249

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43 minutes ago, JMD said:

That was my initial thoughts also - how could such an epic financial banking secret be kept? But that was just a lapse on my part. You see I am slowly trying to rid myself of fixating on or blaming global conspiacies. It's like @DurhamBornrepeatedly tells us on this thread, the real driver is the economics, and the political ham fisted policies merely attempt to play catchup. I do of course accept that fraud crimes happen, but in the main, instead of grand complicities, I think that most covert actions/policies by tptb are dogma driven, or maybe simply in our specific case that there are tragically so few choices left when capitalism itself has kinda run out of road.                                                                                                                                                                                       Actually - if not going completely off piste - there is a book by Mary Midgely, The Myths we Live By, which does a great job of explaining how/why these 'myth/dogma driven' models of human behaviour have occured throughout history and across all human endeavour, so also useful I think for contextualising our current rather terrifying 'post truth' era!          https://www.amazon.co.uk/Myths-Live-Routledge-Classics-Paperback/dp/0415610249

I would be very very happy if the dystopian 2020-21 and all the lies by governments were economic lead.  That would be the best possible outcome.

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13 hours ago, MrXxxx said:

Yes I must admit I laughed the other day when Biden went to visit the flooded areas in the US the other day, made a statement that it was all down to climate change, but couldn't see the irony that he took Air Force One [could you get a bigger aircraft?] to get there rather than driving or even using a small jet!

Its the one rule for us and another rule for the plebs. Nothing has changed throughout humankind. 

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18 hours ago, JMD said:

Thanks Harley. Appreciate your full reply. Yes, i listened a couple days back to the uranium podcast that you posted, in fact it was that which made me do a double-take on the new Sprott fund as i had erraneously thought the fund also held some miners (plus i already own Yellow Cake which holds physical).

Frustratingly, I only got half of my planned allocation to uranium, but am hoping for a pull back (after the recent 20th Aug. 'Sprott spike'!) before buying more uranium miners.     

That got me looking at Yellow Cake.  What's going on here?  And did they really both start at the same time (Sprott has presumably inherited the data from the acquired Uranium Participation Corp).  Will Yellow Cake play catch-up or are they somehow different?

Capture.thumb.PNG.e514e35c61a93653150642938bf3606c.PNG

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I sold my uranium holdings after making 300% feb-jun ish.  Held onto 100 bucks worth for fun.

Now I'm full of slight regret, as the oilies I ploughed the profits into go sideways...

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Suddenly had a morbid idea.  

If mortality in the UK is going to rocket over winter due to a combination of NHS collapse, untreated cancers, ADE, and other lovely stuff...

wouldn't funeral parlours be a good pick?

 

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11 minutes ago, wherebee said:

Suddenly had a morbid idea.  

If mortality in the UK is going to rocket over winter due to a combination of NHS collapse, untreated cancers, ADE, and other lovely stuff...

wouldn't funeral parlours be a good pick?

 

A lot of people piled into Dignity when Covid broke. Do you fancy a bumpy ride?

 

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58 minutes ago, Harley said:

There's a suitable retort there somewhere.....! :)

Capture.thumb.PNG.aa037dec69a4ddcdc27c312c74cce891.PNG

 

@nirvana you're a man of the world about these things.  What the feck is "bogged" other than a couple of faceplants?  Is it good or am I in the shite?

PS:  The joke was about morning wood!

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28 minutes ago, Don Coglione said:

A lot of people piled into Dignity when Covid broke. Do you fancy a bumpy ride?

 

Is thst the funeral lot?  I looked at the time and saw some poor fundamentals so avoided.  Looked like the debt merchants and co had got there first.  That can be the problem with macro alone.  But then £2 to £7 so what do I know!

PS:  Would have been an excellent hedge for my Carnival holding though!

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1 minute ago, Harley said:

@nirvana you're a man of the world about these things.  What the feck is "bogged" other than a couple of faceplants?  Is it good or am I in the shite?

it's anything you want it to be bro! cos dem Bogdanoff boyz they take things up and they take things down lol

it's just 'the world' to me......I have to keep reminding myself that 'the whole world is a stage'.....I'm not much of a 'performer' nowadays, I'd rather be a lazy cnut and do most of the watching.......I have got a temper issue sometimes and I still get 'triggered' like when some potential buyer English cnut was giving me shit yesterday about my neighbours fence that the fuckin neighbour put up! Sacre bleu fml

PS WTI is a sell on your chart if you ask me, but it can look a bit different on different timeframes as you well know :)

 

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2 minutes ago, Harley said:

Is thst the funeral lot?  I looked at the time and saw some poor fundamentals so avoided.  Looked like the debt merchants and co had got there first.  That can be the problem with macro.  But then £2 to £7 so what do I know!

Yes. I haven't studied them, but the share price dropped by more than half in March/April 2020, when the market was terrified at the prospect of millions dying! I have (unwittingly) used them and they were very much run by the bean-counters.

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13 minutes ago, nirvana said:

it's anything you want it to be bro! cos dem Bogdanoff boyz they take things up and they take things down lol

it's just 'the world' to me......I have to keep reminding myself that 'the whole world is a stage'.....I'm not much of a 'performer' nowadays, I'd rather be a lazy cnut and do most of the watching.......I have got a temper issue sometimes and I still get 'triggered' like when some potential buyer English cnut was giving me shit yesterday about my neighbours fence that the fuckin neighbour put up! Sacre bleu fml

PS WTI is a sell on your chart if you ask me, but it can look a bit different on different timeframes as you well know :)

 

Ta.  The joke was about morning wood!  Not a dig as that's not my thing.

Yep, we can all be right and wrong at the same time as it depends on the timeframes used.  Looks like traders graduate to the longer time frames as they age!  I have!

I have however started to use all three time horizons in my buys and sells in a more structured way to so far good effect.  That shows up some good "swing" type trades but I'm too busy atm to be arsed so just wait for some sort of alignment for longer term positions.

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53 minutes ago, wherebee said:

Suddenly had a morbid idea.  

If mortality in the UK is going to rocket over winter due to a combination of NHS collapse, untreated cancers, ADE, and other lovely stuff...

wouldn't funeral parlours be a good pick?

 

I tried way back but the fundamentals stopped me.  Now private hospitals, specialist Reits, nursing homes, etc.....

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Good 10 minute discussion on the Uranium set up here, starts at 1:41:24.

Curious if anyone is able to buy the new Sprott product in the UK?

I'm holding Cameco and Kazatomprom, but am inclined to buy a whole bunch more U.

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31 minutes ago, Harley said:

Looks like traders graduate to the longer time frames as they age!  I have!

nah stick to the 1 and 5 mins lol

this crypto is fooking amazing! I've just made thousandz today alone, think I'm off for a bike ride in the sun to celebrate :)

PS come on dude gimme the 'bogged hi five'!!! :ph34r:

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14 minutes ago, nirvana said:

nah stick to the 1 and 5 mins lol

this crypto is fooking amazing! I've just made thousandz today alone, think I'm off for a bike ride in the sun to celebrate :)

PS come on dude gimme the 'bogged hi five'!!! :ph34r:

Crypto and Asia - where the technicals work best!  Like the old days.

PS:  Consider yourself "bogged", the love and kisses kind!

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