Tag Archives: George Soros

Bits and Pieces – 20180423, Monday

Commentary

Jim Quinn has just published WINTER IS COMING (PART THREE), his third essay in a series based on the book The Fourth Turning by Strauss & Howe. It explains how the state of global political unrest is the end state of the current fourth turning.

I continue to make minor changes in the organization of the structure of these posts.

Bits and Pieces – 20171020, Friday

 

Commentary: After publishing my last commentary, Bits and Pieces – 20171013, Friday, I came across this video by Gordon T. Long: UnderTheLens – 09 21 17 – OCTOBER – Coming “Nationalization” of Markets. It subsumes my comments with the exception of the scenario of how the Fed might take over the US stock market. In the 26 minutes, he does a much more thorough job of documenting how central banks globally are the dominant players in many capital markets such as sovereign bonds, and are rapidly becoming the dominant players in stock markets.

In the case of stocks, where their “printed money” has gone is a puzzle. If they print a billion dollars and buy a billion worth of equities in the market, the money goes into the accounts of the sellers. What do the sellers do with it? Do they use it to ‘walk the market higher’ isolating the new money in the market or do they take it out and move it into the economy causing inflationary pressures?

Already, in some sovereign bond markets, there is a liquidity problem, Investment funds and pension funds have traditionally used sovereign bonds as a a stable, low-risk component of their portfolios. These institutions are finding that they can’t get the bonds they require because the governments are mopping them up. The other problem is that these are not free markets and proper risk and price discovery simply can’t happen. Given the global history of sovereign defaults, particularly by the top economies, a zero interest or negative rate sovereign bond is simply not pricing in the real, if small, risk of a sovereign default. With central bank taking over ownership in these markets the risk of default is rising because so far, current monetary policy is proving to be a one way street.

Bits and Pieces – 20170924, Sunday

Commentary: A favourite theme, the impermanence of democracy, is discussed in this article: The Sandcastle. We are near the end for this cycle.

Bits and Pieces – 20170502, Tuesday

Commentary: I’ve been struggling for a while with the problem of how to organize information. To capture one idea, that of “memes“, I include this short post: The ‘Taxation Is Theft’ Meme Has Officially Gone Mainstream.

The scientific method is simple: a) form a hypothesis; b) survey the literature on the topic, and; c) construct experiments to prove or disprove the hypothesis. At the masters level of graduate work, the object is to complete step “b” – master a subject or topic. At the doctoral level, the object is to complete step “c” after “a” and “b”. This is a very focused and narrow task.
Several times I have believed something to be true, formulated it as a hypothesis and begun to research the topic only to find that the hypothesis is false. But having hypotheses is valuable because they focus inquiry, reading and effort. As we read, we either find supporting evidence to strengthen and deepen our hypotheses or we find dissenting evidence that leads us to the conclusion our hypotheses are wrong.

I would extend the idea of a hypothesis into a larger concept I will call a theme. A theme  is more of a topic of interest than a fixed and limited proposition. As long as it remains open or active, there is a constant evaluation of information relevant to the theme with an assessment of how it affects the current body of knowledge comprising the theme. There is an immense amount of information available to us with a few keystrokes. It becomes important to have themes or other structures to act as filters in two ways.

Bits and Pieces – 20170402, Sunday

Commentary: I think this will be a weekly blog post from here on. Sunday makes a good wrap. Either the number of articles that I wish to present to you has declined in occurrence or I have simply absorbed them as I reported them and they no longer appear important enough to bring to your attention.

As an example, the Russian hacking scandal when it broke was big news. Now that it has been thoroughly debunked, the bits of news that still trickle out demonstrate little more than the desperation of the powers that want to dump Trump. As an example, as reported today, Tuesday, the tables of linking Trump and his advisors are being turned on the Democrat camp: Here’s The Story Behind Trump’s Podesta-Russia Tweet. Interesting but not ground-breaking news.

As you may know, I am collecting crises. More properly, I am trying to identify systems that are near their critical point. In such a system, when the critical point is reached, the smallest related event may trigger a systemic realignment and release of potential energy or tension. Charles-Hugh Smith, a prolific thinker and writer talks about these systems or crises: The Overlapping Crises Are Coming, Regardless Of Who’s In Power. If you can think of any, please let me know

Bits and Pieces – 20170207, Tuesday


Trump: Commentary on the dissention within the ranks of the Deep State: Trump’s Enemies Within. And then there are the enemies without: Is Soros The Source Of Funds Behind The “Muslim Ban” Lawsuits? A small historic event: DeVos Confirmed As Education Secretary After Pence Casts First Ever VP Tiebreaking Vote.

WWIII: A good observation comes from Steve Bannon quoted in: Steve Bannon: ‘We’re going to war in the South China Sea … no doubt’. He pegs Islam and China as the two geopolitical antagonists because they are expansionist in ambition.

“You have an expansionist Islam and you have an expansionist China. Right? They are motivated. They’re arrogant. They’re on the march. And they think the Judeo-Christian west is on the retreat,”

Here’s an insightful review of events in Eastern Europe from the 20th century to date. The dangers of WWIII emerging from the breakup of the EU are real: Eastern Europe & World War III.

Climate: In 2015, a paper came out of NOAA that allegedly debunked the “hiatus” observation in global temperature increse. Here are two references that show that the paper was deeply flawed scientifically and politically motivated to support the Obama administrations support for the Paris agreement: ClimateGate 2 – NOAA Whistleblower Claims World Leaders Fooled By Fake Global Warming Data and Climate scientists versus climate data.

Bits and Pieces: More MSM bias if you’re interested: Why Is the New York Times Lying about Trump? And then this piece from a Fox News interviewer: “But he’s a killer though. Putin’s a killer.” (read Trump Defends “Killer” Putin On National TV: “We’ve Got A Lot Of Killers – You Think Our Country’s So Innocent?”). Well let’s start with Bush and Obama with their foreign wars and particularly their drone policies.

The collapse of Catholicism in Quebec parallels the collapse of the traditional social structure in Canada: Quebec: The Crisis Of The West.

Here’s a historical summary of US currency manipulation: Trump Tower Accord to Replace Plaza Accord?. Note the observation that when the euro destructs, the dollar will soar. Normally gold moves inversely w.r.t. the dollar. In this case it move with the dollar as a safe haven for euro funds.

I save links to articles on robotics and automation (I’m well over 100 and this is passive collecting). To give you an idea where things are at and where they are headed fast, read Amazon Plans Robotic Supermarket Staffed by 3; Chinese Factory Eliminate 90% of Humans, Defects Drop 80%. The world has too many people. The amount of human labour that we have is excessive by far and becoming increasingly more so. This is the argument for stopping all immigration and not accepting more refugees. They are a already a net liability. The article also tells you who Loblaws’ biggest competitor will be in the near future (5-10 years) – Amazon. I don’t see any serious competitor for Amazon – a well-named company.

Facts on US immigration for the anti-Trump crowd: As The Political Spin Continues, Here Are Some Key Facts About Refugees And The U.S.

Bits and Pieces – 20170124, Tuesday

Commentary: If Trump achieves half or maybe a quarter of what he wants to he will go down as a “great” American president. I suspect a significant piece of what he would want is impossible, not because of political obstacles but because some things will not be possible.

A lot of jobs that went offshore don’t exist anymore and can’t come back. Companies on-shoring will build new plants populated with robots and highly automated assembly lines. They would have done so anyway for economic reasons and this trend had started before Trump.

His trade policies may backfire. Raising tax barriers and tariff walls will start trade wars – may already have done so – so the imports will be cut but so will the exports. How this will affect the balance of trade is a question. In fact the trade deficits were the only way the US dollar could become the world reserve currency. Trump cannot control the currency – at least not for long. Any attempt to declare China a currency manipulator will lead to the depreciation of the yuan and strengthen the dollar, affecting exports and negating the effect of tariffs on imports.

He has a deeply divided country and he can’t fix this because the divide is to a large part caused by people who hate him and this he can’t change. Read: Trump: America for the Americans! He has inherited trillion dollar deficits and a 20 trillion dollar debt that goes as high as 200 trillion with unfunded liabilities included. The only fix for this is to press the reset button and the reset will be global.

This is going to be a wild ride.

Bits and Pieces – 20170102, Monday

Commentary: Martin Armstrong whom I am still assessing has changed his perspective on 2017 to one that is more positive: 2017 is Looking More Optimistic Than Ever. If you read it you might wonder “this is optimism”. His model shows things really come apart in 2018 so enjoy this new year. He touches on 2018 in this post: Everything is Connected – Connecting the Dots, and identifies a key element of the disruption as the failure of socialism in the world (that includes Canada).

Civil Unrest: Civil unrest comes not only from the reemergence of the violent left but of the breakdown of social order on a broad scale. Here’s the latest from the cradle of Democratic municipal government (not Detroit): Chicago Violence Worst In 20 Years: “Not Seen This Level Of Disrespect For Police Ever”.

Trump: Here is a provocative view of the election and of trump’s relationship with the elite: Trump Is Exactly Where The Elites Want Him.

Obama: An assessment of Obama’s record: Obama’s Failed Presidency.

Fake News and Propaganda: More from a reliable source contributing fake news: Washington Post Caught Spreading More Fake News About “Russian Hackers”.

Cyber Warfare: Call it paranoia or call it propaganda by the administration to create trouble for Trump, the following claim was quickly discredited: Russian Hackers Said To “Penetrate US Electricity Grid” Using Outdated Ukrainian Malware. If anyone can reliably comment on the feasance of Russian hacking it would be John McAfee, the founder of the company of that name that provides anti-virus and anti-malware protection software. Whether the primary source lies at Obama’s feet or whether the CIA is operating in the US in its traditional covert role: “Something Stinks” – Like Iraq WMD Fiasco, Russia Story Doesn’t Add Up.

Bits and Pieces: Here is an interesting essay on rthe real hack of the US 2016 election: How George Soros Destroyed the Democratic Party. Here’s an interesting perspective on Turkey from a site that I’m as of today, paying more attention to: Turkey’s “Long Arm” in Europe.

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