@RobLarity
 Paris
Joined June 2009
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  • Followers196
#AAII survey this week shows bears > 50% which has been incredibly rare in the last ten years. But look how often it happened in 2008. This could signal a pullback within an uptrend, but I'm concerned that it's more indicating a 2008-like environment. $SPX $SPY
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Right now the United States' extraordinary privilege isn't an especially low borrowing rate. Treasuries yield more than European govvies or JGBs. The "privilege" is really that the U.S. can borrow from abroad without having to hold a portfolio of low yieldings bonds as reserves
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Rob Larity retweeted
Yves Smith@yvessmith14 Nov 2019
Millennials’ Health Deteriorating, Projected Mortality Rates Higher Than GenX; “Deaths of Despair” a Major Culprit dlvr.it/RJG3t2
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Rob Larity retweeted
Ted Gioia@tedgioia14 Nov 2019
Fresh allegations of a ‘Spotify blacklist’ are surfacing, with artists excluded from editorial playlists if their music debuts elsewhere. is.gd/4jzLpi

Spotify Blacklist Continues ⁠— Artist Faces Retaliation After Magazine Exclusive

New allegations have emerged of a Spotify blacklist procedure that excludes new content from editorial playlists if it is debuted elsewhere first.

digitalmusicnews.com
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Money doesn't buy you happiness, but money can buy you time. And if you spend your time wisely, that time can buy you happiness. So when we think about wealth distributions & inequality, we should also consider redistribution of time. h/t @jmonegro monegro.org/notebook/time-an…

Time and Money — Monēgro

You can spend time making money, and you can spend money buying time. So you can use money to buy some time to spend making more money, and repeat. The more money you have, the more time you can...

monegro.org
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Strong arguments for why a space elevator might be impossible. Tear-tinged thanks @mchapiro
Dirac Delta@DeltaClimbs13 Nov 2019
Replying to @Ben_Reinhardt @vgr
The theoretical limit would be that bigger/longer things get weaker because strength in macro-scale objects is not a fundamental property, but an extrinsic property related to probabilistic distributions of defects from which failure can arise.
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Big News (in case you missed it): EIB, largest multilateral lender in the world, will phase out lending to fossil fuel projects by 2021. First time ever natural gas is included. ft.com/content/cc78d838-0720…
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#Huawei's vision for the future of #African cities: a vision that revolves around surveillance, artificial intelligence and 5G communication networks, creating a world where every movement is tracked, recorded & searchable. @simonallison @mailandguardian mg.co.za/article/2019-11-15-…
Big brother is watching: Surveillance cameras, such as these at Tiananmen square in Beijing, China, are run by ‘algorithms of repression’ that allow governments to easily wield restrictive powers over their citizens. (AFP)

ALT Big brother is watching: Surveillance cameras, such as these at Tiananmen square in Beijing, China, are run by ‘algorithms of repression’ that allow governments to easily wield restrictive powers over their citizens. (AFP)

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Coal is back in China’s 14th Five Year Plan 2021-25, as Premier Li Keqiang is emphasizing “energy security” & deemphasizing decarbonization. As @70sBachchan suggests, it is hard not to think of this as spillover from confrontation with the US. chinadialogue.net/article/sh…
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A compelling case against the “manufacturing is bottoming” and “growth is stabilizing” narratives with a few in your face charts. Very good work as always gentlemen.... @AndreasSteno @enlundm
Andreas Steno Larsen
@AndreasSteno15 Nov 2019
Manufacturing weakness is old hat, but what if unemployment picks up? The slowdown part 2 will hit the service sector. Weekly editorial -> ndea.mk/Slowdown2
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Whole thread is excellent
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Whatever caused crash, this is not a healthy market. Everyone's dancing by the exit door, waiting to jump out at first sign of trouble
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Koo: Popping of the US asset bubble in 1929 destroyed wealth equiv. to ~1yr of 1929 GDP. Japanese bubble = 3yrs 1989 GDP.
This Richard Koo interview on balance-sheet recessions is required reading (via @zerohedge) http://bit.ly/cBMjn9
"In 2009, more than 60% of the world's truck and bus production took place in India and China" http://bit.ly/9d3jlw
It may be an ominous sign that a search of Australian Twitter profiles turns up about 150 self-described "property investors"
Australia toughens immigration policy days after Treasury rep't judges the country needs immigration to remain solvent http://bit.ly/asCsOA
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