Search results

  1. bone

    A Quick and Steep Rebound - Obama Economic Adviser

    I agree completely, but I have simply posted an article in its entirety from Politico without interjecting anything from myself. Your point is taken.
  2. bone

    The Scientific Models that Drive US Public Policy on COVID are Wildly Wrong

    What gives me a bit of optimism is that everyone is now talking about quality of life - maybe more than they ever have in recent memory. Individuals and civic leaders. Even crusty 'ole Fauci stated something to the effect a few days ago that isolating people and destroying economies and...
  3. bone

    A Quick and Steep Rebound - Obama Economic Adviser

    Politico May 26, 2020 The general election scenario that Democrats are dreading "We are about to see the best economic data we’ve seen in the history of this country," says a top former economic adviser to Obama. In early April, Jason Furman, a top economist in the Obama administration and...
  4. bone

    The Scientific Models that Drive US Public Policy on COVID are Wildly Wrong

    I saw a piece on CBS News three days ago where Michael Chertoff is advising the DC mayor not to reopen until there is a COVID vaccine in place. Which is just freaking insane. At least now public health officials are openly discussing the very worrying trend of a sharp spike in the use of...
  5. bone

    The Scientific Models that Drive US Public Policy on COVID are Wildly Wrong

    Here's the problem. We have devastated our economy and devastated millions of people's financial well being over hyperbolic epidemiological models. And we have endangered ourselves in future pandemic outbreaks because so many citizens are now understandably distrustful of what the...
  6. bone

    The Scientific Models that Drive US Public Policy on COVID are Wildly Wrong

    The Scientific Models that Drive US Public Policy on COVID-19 are Wildly Wrong Reason Magazine, May 24, 2020 The CDC's New 'Best Estimate' Implies a COVID-19 Infection Fatality Rate Below 0.3% That rate is much lower than the numbers used in the horrifying projections that shaped the...
  7. bone

    Like i said the rally has been much much more amazing than the decline was

    When thinking about markets, you must always ask yourself: "where is the path of pain?" That is not to say where you think the market should be. Who among us can consistently and truly time macro markets ? {before you start spewing forth about Buffett et al, just don't}
  8. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    That and China’s “one child” policy - which was in place until 2016; doesn’t auger so well for maintaining their competitive labor advantage a bit further into the future.
  9. bone

    Chinese power stations told to avoid Australian coal in new trade threat

    The entire World is highly pissed off at China at the moment. And China's heavy handed threats in response has only made matters much worse. India has sent troops to its border with China. China's deceit and lying about COVID has been a diplomatic disaster for China. Apparently China has...
  10. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    We Americans prefer the really techie stuff. And pillows. Top Countries Manufacturing Output: 1. China: $2,010B 27% of GDP 2. US: $1,867B 12% of GDP 3. Japan: $1,063B 19% of GDP 4. Germany: $700B 23% of GDP
  11. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    You two warmongers are the only ones talking about the US starting a war. Please name just one sitting US politician currently on the Hill that is calling for war. Please name just one prominent mainstream US newspaper that is calling for war. Answer is you can't. If you want to hear...
  12. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    Outside of mainland China, the Chinese military has a very limited ability to project sustained military power. A maritime spat or territorial bullying is about the realistic limit to Chinese power projection at present. More likely would be a border skirmish with India, Vietnam, or Russia...
  13. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    China got their asses kicked by Vietnam in 1979. And they were fighting Vietnamese Border Militia Units at that :fistbump: The Vietnamese army regulars were stationed in Cambodia and the mainland :D Now you think they want to pick a fight with Australia, India, Japan, Vietnam, South Korea, the...
  14. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    From the Washington Post: “As part of its coronavirus stimulus, the Japanese government allocated at least $2 billion to encourage its companies to shift production supply chains out of China. Meanwhile, both Taiwan and Vietnam have undercut Beijing’s coronavirus diplomacy, dispatching their...
  15. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    Your point is valid if it works. But it clearly hasn’t worked. Quite the opposite. It’s been a diplomatic disaster for China. Apparently China has taken a huge hit in terms of trust and confidence amongst the World community. This isn’t my opinion - there is a worldwide backlash of negative...
  16. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    With all due respect you’re just flat out wrong. China lied, China covered it up, and China allowed international travel out of the Wuhan Province for three weeks knowing full well that there was a serious and rapidly spreading Coronavirus outbreak underway. China continued to lie about the...
  17. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    The worst are the American consumers and American corporations wanting the cheapest goods no matter where they’re made and despite the geopolitical implications. I am by no means a Trump fan and I did not vote for him but he was right about China I’ll have to concede that.
  18. bone

    Pandemic has killed globalisation, says Carmen Reinhart

    Yep. And China has ruthlessly exploited the crisis that they essentially created. https://www.vox.com/2020/4/28/21234598/coronavirus-china-xi-jinping-foreign-policy
  19. bone

    CME - Why Smart Money Trades Spreads

    In terms of using exchange supported spreads - it would certainly be safer than scalping from home. And at least 90 percent of the trades my clients are doing are exchange supported. Let me explain. For exchange spreads it is the exchange that internally matches the individual legs and...
  20. bone

    CME - Why Smart Money Trades Spreads

    A little inside baseball: Typically, on Butterfly and Condor Spreads, you want to buy or sell the 'wings' against the 'body'. So, for example, with a Sept20-Oct20-Nov20-Dec20 1x1x1x1 CL Condor spread, to BUY the Condor you would buy Sept and Dec(wings) and sell Oct and Nov(body). For the...
Back
Top