Darkpriest

So, the rise of the machines in the street economy? https://www.zerohedge.com/technology/meet-stretch-warehouse-worker-union-buster-boston-dynamics Lets add to that some experimebts with drone deliveries, kiosk based shops and food outlets, burger flipping machines, etc. A lot of simple manual labor will be gone. I wonder what those people, will be doing? Women always have the OnlyFans, Instagram, etc. I guess. Men will be left behind, most likely driving crime rates higher. How to adapt unskilled labor to a new economy, where simple jobs are automated, and those people have not enough time or will to upskill themselves to some maintenance jobs?

This is worrying. https://www.zerohedge.com/covid-19/new-covid-19-waves-sweep-through-asia Also this https://www.bbc.com/news/world-asia-india-56517495 And this https://www.scientificamerican.com/article/a-city-in-brazils-amazon-rain-forest-is-a-stark-warning-about-covid-to-the-rest-of-the-world/ These two strains give me a headache, how to approach the topic, and if we are not running head first into some major outbreak. Like we had an earthquake first, and now we will be caught by a tsunami.

It doesn't fit the role, that white catholics could have been opressed, butchered, etc. The narrative is, they are all bad, and are now too conservative. People forget or are ignorant to the fact, that Poland prior to being wiped from the maps and later back in early 20s was one of the most tolerant countries, where jews (largest diaspora in Europe?) , muslims (Tatars) , christians (catholics, orthodox, and portestants to the lesser extent) etc. would live in peace and believed to be part of Poland. It's a shame, that in the years leading to WW2 regular people got convinced that all their woes were caused by those wealth hoarding jews. This view was shared among wider wetern populace though prior to the WW2. Unfortunately that led to some despicable acts, which we should stigmatize and remember about, but it would be a great injustice to claim, that this was a most common attitude. Quite the contrary... Jews back then, were like white straight men these days. They are evil manipulators, stealing our wealth and keeping us from all the utopian dreams.

Well, those investors keep their mouth shut, and make money. I imagine, that you'd quickly find out, that if a head of some large fund would utter such statements, their ability to run money in that region would be severly hampered.

First casualties? https://www.bloomberg.com/news/articles/2021-03-28/h-m-stores-shut-by-chinese-landlords-as-xinjiang-backlash-grows I wonder when is their investors call and how they will explain losing the market.

See heathens? You need to go back to the roots, and live without these modern tools of the devil. Repent sinners, and covid will be no threat to you. https://nypost.com/2021/03/28/amish-group-could-reach-covid-herd-immunity-health-official/

You could always save up, and invest. I've made this month some cash just on indexes.

Is it? How much of it is price increase and how much the volume? What's the associated CoS/CoGS? That does not show the Net reve increase.

Thisnis a blog of UK centric guy, but it's interesting to see his PoV from time to time. Lots of "ifs" https://morningporridge.com/blog/blains-morning-porridge/brace-brace-brace-global-supply-chains-instability-and-archegos/

I looked briefly at their reporting. https://e.lilly/3qPBtOE seems their NI dwindled in 2020 compared to 2019. You'd probably need an access to a detailed statment AND do some YoY analysis. Maybe you can find it in full at EDGAR and do some research. But if their OPEX as % lowered and NI as a % also reduced, it means they are losing somewhere their margin level or some non-operating costs are higher. With half their income coming from diabieties, it means that they are doing less profitable business in other areas, or margins on the diabities are not as outragous as some would claim.

One bottle a week, I approve

Sure, if you consider that in 2000 the total number would be roughly 22.5mil (quick count, not precise one), while in 2020 you'd have total number of ca 43mil then that's only near DOUBLE the demand. The price increase might not seem justified, however, with such trends, increased demand and more cash in the system, compnies do not feel they need to keep the price stable and increasing demand gives them room for price hikes of lets say 10% YoY (which over 20y would be 600%+ of the baseline). If they will make it 15 or 20 % YoY the change is even more dramatic over an extended period of time. Sure, put in some anti-monopolistic check, but also understand that increasing demand will drive prices higher. How production capabilities have changed over years? Do you know how much they can produce?

Companies will not price themselves out of the market - a dead customer is not a paying one. If they have money (thanks gov!) and are willing to pay it, then they will not have any incentive to reduce the price. Sure, if there are monopolistic ractices, hit them with an anti-trust probe and fine them, and address the ability to run the monopolistic abusive practice. Easiest way though, is just stigmatize fatness in culture and promote healthy lifestyle. (this includes cigaretes, alcohol and drugs). Otherwise you will continue to have runaway healthcare costs and medicine costs...

The more people demand it, the more valuable it gets. Hence, reduce the demand. It will also work miracles on the general healthcare costs, if less people will be fat slobs.

Inflation is a bitch. You may thank Gov and FED for free money coming in large batches from 2008. If you will cap the prices by a gov mandate, producers might just not produce something. However, what could work, is looking at capping marigin % and having some refund programme for those with lowest income levels. Alternatively, lower the demand by reducing the number of fat people. Stop promoting fatness as a beauty standard....

This is actually scary, to divide people by color and not their wealth status... https://www.cbsnews.com/news/oakland-500-month-basic-income-residents/

I wonder if this idea will latch on. It would be intersting to see how central banks would deal with it. https://www.ft.com/content/c8959502-7dae-43b1-b993-3bf85fb4325a Housing prices are becoming ridiculous in relation to average income, so are some other assets. @Zoraptor - i wonder how is the local NZ press on this and consensus among regular bread eaters.

@BruceVC Something for you to read. A bit long and with an anti-Biden spin, but still should give you something to think about, in relation to what I mentioned earlier about geo-pol https://www.goldmoney.com/research/goldmoney-insights/biden-s-last-throw-of-geopolitical-dice

https://www.reuters.com/article/us-usa-china-rights-idUSKBN2BI2OL https://www.reuters.com/article/us-china-xinjiang-retail-idUSKBN2BI1DI Links to topic I've mentioned earlier.

So who do you think will yield faster, apparel companies such as H&M, Nike, Addidas in their "virtue signaling" or China? Seems H&M vanished from all location/map services in China and there is an incentivised movement in China to boycott the brands.

Unfortunately, this is so much of truth

So when will Dems announce another round of debt increase and printing money? https://www.zerohedge.com/markets/americans-income-collpsed-most-record-february

Not sure how credible this source is, but my guess would be, that it is quite low. I'd filter carefully through the spin in this piece, and try to limit it to verification of cited incidents. https://southfront.org/the-u-s-continues-to-smuggle-oil/ I wonder if @Zoraptor would have some more credible pieces of information on this area (as he shown in the past)

Incentive: https://www.ft.com/content/a8eff41a-07c2-4b36-a89a-ab9df8a90016 Some of past pratices: Some random quote quickly googled The US looting of Syrian oil was fist confirmed during a Senate hearing exchange between South Carolina Republican Senenator Lindsey Graham and US Secretary of State Mike Pompeo in late July. Graham said Mazloum Abdi, general commander of the so-called Syrian Democratic Forces (SDF), had informed him that a deal had been signed with an American firm to "modernize the oil fields in northeastern Syria,” and asked Pompeo whether the US administration was supportive of it. "We are," the top US diplomat replied, according to Press TV. "The deal took a little longer ... than we had hoped, and now we're in implementation."

So when is the current US admin about to bomb the hell out of Iraq? https://oilprice.com/Geopolitics/Middle-East/Oil-Smuggling-And-Politics-Washingtons-Patience-With-Iraq-Is-Wearing-Thin.html https://oilprice.com/Energy/Energy-General/Iran-Looks-To-Expand-Oil-Influence-In-Africa-Through-New-Pipeline.html I wonder if this will be at a time when Iraq will eventually tell US forces to GTFO, closing in the route with pillaged Syrian oil