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JimG
JimG
November 26, 2021 5:08 pm

Dr. Eric Ding: Epidemiologist & health economist

Thread on new variant:

https://twitter.com/DrEricDing/status/1463998740340121601

kaimu
Reply to  JimG
November 26, 2021 6:45 pm

Aloha! I have long used a goggle search tactic I call “the f word”! That means take someone’s name like this Dr and type his name into a search window in its entirety and then add the “f word” at the end … “Fraud”! Look what comes up! I am suspicious of the davos group dire wishes to reduce population and eliminate capitalism. The build back broke is the real goal. We have to take all “virus panic alerts” as political and not rush into lockdowns because a few scientists say so. If a scientist like this guy has many… Read more »

kaimu
Reply to  Bill Cara
November 26, 2021 6:36 pm

Good job! Your legacy is intact! I can’t say that for anyone in DC!

kaimu
Reply to  Bill Cara
November 26, 2021 6:34 pm

Aloha Bill,
Lol, that “How dare you” was perfect!
I thought she already was running the EPA!
Too many inept people moving markets into a disparate future disconnected totally from supply and demand and profit.

JimG
JimG
November 23, 2021 9:24 am

Sprott filed amended Base Shelf Prospectus for its Physical Uranium Trust raising financing limit from US$1.3B to US$3.5 Billion in Trust Units



sprott.png
kaimu
Reply to  Bill Cara
November 23, 2021 10:09 am

Aloha!
Uranium One was a big winner for me back in 2009. Now I am in Denison which is up 10% today. Sprott to the rescue it seems.

JimG
JimG
November 22, 2021 7:07 pm

This will spread like wildfire Credit Deere & Co. employees for reading the moment. After a month or so on strike, they won a contract this week that their union negotiators might not have dreamed of a year ago. The episode reveals how inflation is seeping into business decisions and worker demands. Some 10,000 union workers for the farm-equipment giant approved a labor contract Wednesday, ending a strike that began Oct. 14. The contract includes an $8,500 restart bonus, an immediate 10% raise, two 5% raises and two large bonuses through 2026. Total retirement benefits for an average worker will… Read more »

JimG
JimG
November 22, 2021 9:54 am
  • Traders on the TD Ameritrade platform are now able to buy and sell shares of ETFs like the SPDR S&P 500 (SPY) at any time of day.

TD Ameritrade extended trading hours on its platform starting Monday to 24 hours, five days a week for several popular exchange-traded funds.

The e-broker also told CNBC that trading individual stocks around the clock may not be too far away.

JimG
JimG
November 21, 2021 6:57 am

Deep dive into the uranium spot market……

https://www.segracapital.com/commentary/you-say-you-want-a-revolution

JimG
JimG
November 20, 2021 8:50 am

Massive underinvestment:

Energy and mining CAPEX inflation adjusted is the lowest in 25 years.

MSCI.png
kaimu
Reply to  JimG
November 22, 2021 12:21 pm

Aloha! Yet somehow we have this massive EV and green demand! Reality will hit that super hyped sector where it hurts. Although if 75% of millennials have no problem waiting until 2030 to see a fake ROI on climate then I guess they don’t mind waiting until 2030 to drive their EVs they paid for in 2022! Seriously anyone who wants to invest in EV because they are concerned for the environment please take a tour to Sierra Leon and tour that cobalt mine the USA once owned. It’s not a sustainable mine none are. Eventually they run out of… Read more »

KBILL212.jpg
JimG
JimG
Reply to  kaimu
November 22, 2021 4:18 pm

Democratic Republic of Congo:

For more than a decade, the vast expanse of untouched land was controlled by an American company. Now a Chinese mining conglomerate has bought it, and is racing to retrieve its buried treasure: millions of tons of cobalt.

These Chinese companies have received at least $12 billion in loans and other financing from state-backed institutions, and are likely to have drawn billions more. In fact, the five biggest Chinese mining companies in Congo had lines of credit from state-backed banks that totaled $124 billion

https://archive.md/UbGsw#selection-471.9-471.37

JimG
JimG
Reply to  kaimu
November 22, 2021 12:59 pm

This is one scary chart

scary chart.jpeg
kaimu
Reply to  JimG
November 22, 2021 1:26 pm

Aloha!
Yep … its the basis for the “green unicorn”!

Here is one chart showing what ores and metals “green” needs to exist.

https://www.visualcapitalist.com/raw-materials-fuel-green-revolution/

JimG
JimG
Reply to  kaimu
November 22, 2021 4:11 pm

We are not prepared for a metal commodity-based energy system. via Wood Mackenzie: So, just how much more supply of energy-transition metals is required to deliver net zero by 2050, and when does this supply need to be in place? To find out, let’s compare demand under our two-degree pathway (AET-2) with our base case energy transition outlook (ETO), which assumes the industry delivers at maximum capacity to help limit global warming to 2.5 °, taking into account the constraints of shareholders, lead times etc. As you can see from the chart below, getting the world onto a two-degree pathway… Read more »

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kaimu
Reply to  kaimu
November 22, 2021 1:27 pm

Now here is how much was actually mined in 2019. Really almost nothing got mined in 2019 that tech and green need to survive.

https://www.visualcapitalist.com/all-the-metals-we-mined-in-one-visualization/

kaimu
Reply to  kaimu
November 22, 2021 1:51 pm

Aloha!
Its as if nobody has done any planning for this green utopia. Its almost like they want it to fail. Its a diversion of trillions of funds that will not be available for even FEMA or any other backup plan or any new R&D or capex for any alternatives. The room for mistakes is huge but the funding for mistakes is miniscule.

If the CCP limits any processing or any exports then green is over!

kaimu
Reply to  kaimu
November 22, 2021 1:54 pm

Truly this is my biggest concern which is the opposite of what everyone on CNBC is concerned about.

REIMAGINE WHEN THE SHIPS FROM CHINA STOP COMING!

JimG
JimG
November 18, 2021 10:28 am

The FDA has asked a federal judge to make the public wait until the year 2076 to disclose all of the data and information it relied upon to license Pfizer’s COVID-19 vaccine. 

Court filing:
https://www.sirillp.com/wp-content/uploads/2021/11/020-Second-Joint-Status-Report-8989f1fed17e2d919391d8df1978006e.pdf

https://aaronsiri.substack.com/p/fda-asks-federal-judge-to-grant-it?justPublished=true

tobyt
November 18, 2021 8:15 am

A SARCASTIC TITLE BUT A GREAT PEPE ESCOBAR ARTICLE…….A “perfect storm of Russian aggression during the coming winter months” is all but inevitable. Watch it on your screens while you properly freeze. As much as with “brain dead” NATO (copyright Emmanuel Macron) no one ever lost precious assets betting on the incompetence, narrow-mindedness and cowardice of political “leaders” across the Atlanticist EU. There are two main reasons for the latest German legalese gambit of suspending the certification of the Nord Stream 2 pipeline. Retaliation, directly against Belarus and Russia, “guilty” of the disgraceful refugee drama at the Poland-Belarus border. Politicking… Read more »

kaimu
Reply to  Bill Cara
November 17, 2021 2:02 pm

Aloha! Call it deep state but I just call it “career corruption” on every level. If you look at Bannons beginnings he is Democrat all the way. He is perfectly qualified for his positions more so than kamala or buttigieg will ever be. Two of the biggest jokes that ever walked in the WH! Bannon’s Dad came from pure working class, as he was an AT&T lineman and the family was pro-Kennedy. That was his start in life. Look at his Navy career. It was his Navy career when he saw both parties were corrupt. Then he went on to… Read more »

JimG
JimG
November 17, 2021 9:14 am

“Brussels is seeking to ban imports of foods including beef and coffee from areas at risk of deforestation, in a landmark regulation designed to protect the world’s most vulnerable forests.

Virginijus Sinkevicius, the EU’s commissioner for the environment and oceans, told the Financial Times that Brussels would target six agricultural products — beef, soy, palm oil, coffee, cacao and timber — in a draft anti-deforestation law due to be published on Wednesday.”

https://archive.md/KhdG9#selection-2035.0-2046.0

tobyt
November 16, 2021 1:54 pm

Escobars commentary/tweet this morning on Biden/Xi meeting……. Xi talking to remote-controlled dummy for 3.5 hours:

Dummy

:“Play by the same rules of the road”. Our road.

Xi:

Interfere with Taiwan and you’re “playing with fire”.

The One China policy stays.

So does Hybrid War.

Breakthroughs: zero.

kaimu
Reply to  Bill Cara
November 16, 2021 3:35 pm

Aloha Bill! What is the Source of the data the visual capitalist got for the CCP data? Data from the CCP is meaningless. We already know the CCP built huge fake cities nobody used to further fake real estate investing. Evergrande’s EV and solar unit is going broke but somehow just like the covid data the CCP leads the world in less covid deaths and now more solar power! So nobody has learned anything from all my posts about how the CCP lies and fakes data and distorts truth to make the world think they’re complying to agreements or those… Read more »

JimG
JimG
November 16, 2021 8:59 am

You can take this to the bank…the SEC is coming for DeFi:

Statement on DeFi Risks, Regulations, and Opportunities

https://www.sec.gov/news/statement/crenshaw-defi-20211109

JimG
JimG
November 16, 2021 8:46 am

Some things cannot be explained:

The warning:
Trafigura chief warns of rolling power outages in Europe this winterNatural gas supplies insufficient in the event of prolonged cold, says Jeremy Weirhttps://archive.md/SrINm#selection-1503.0-1509.82

The reaction:

Germany suspends certification of Nord Stream 2 pipeline
Gas prices jump as energy regulator’s decision deals another blow to Kremlin-backed project
https://archive.md/3uakG#selection-1503.0-1509.91

JimG
JimG
Reply to  JimG
November 16, 2021 3:54 pm

European natural gas prices post biggest one-day price increase. UK NBP rises ~17% and Dutch TTF jumps ~18%.

Last edited 10 days ago by JimG
kaimu
Reply to  Bill Cara
November 16, 2021 8:44 am

I’m in! Mostly because I want to hear what an insider says that I already know. You can get pretty close to knowing just by Mao’s history and the study of human nature, which is what history is.

JimG
JimG
Reply to  Bill Cara
November 16, 2021 8:50 am

“You don’t want to own fixed income. You do not want to hold that whatsoever because what they’re saying, what they’re telling you by their actions, is that they’re going to be slow and late to fight inflation and somewhere down the road, somebody will have to come in … and put the hammer down.”

Paul Tudor Jones 10/20/21