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Everything posted by Darkpriest

  1. 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/
  2. You could always save up, and invest. I've made this month some cash just on indexes.
  3. 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.
  4. 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/
  5. 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 a
  6. 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.
  7. 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 medicin
  8. 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.
  9. 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....
  10. 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/
  11. 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.
  12. @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
  13. 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.
  14. 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.
  15. Unfortunately, this is so much of truth
  16. So when will Dems announce another round of debt increase and printing money? https://www.zerohedge.com/markets/americans-income-collpsed-most-record-february
  17. 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)
  18. 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
  19. 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
  20. Yes, at 7-10% growth and their inflation was at ca 3.5% with 10% gdp growth (if we are talking Estonia still) that's real gdp of 6.5%, how many times higher than the great walefare haven of Sweden? The one with less than 1% or negative real gdp growth?
  21. Yes, however, I wonder how resilient that fund is, especially, when there is a political pressure to its investment strategy.
  22. So in other words, they adopted policies, which allowed them to grow from that poorer state and are at a velocity, where they already got past some of the older EU members, yet not there, where there are some of thre richest members? We can check in 15-20 more years at this velocity?
  23. I'd like to hear from people from Estonia or Slovakia, to see if they have the same amount of issues on their purchasing power relative to ones prior and in the same magnitude like the long time walefare or outright socialist countries.
  24. Lets look at Sweden. Debt to GDP seems fairly stable However real GDP is not that impressive (GDP minus inflation) So how does the standard of living improves? Can you afford more than your parents at the same age or less? How's that walefare dream going? Note: Not everything sweden does is bad, for example how they approached a solution to get this company lock in there. If they'd have an IPO I'd jump on board right away as early as possible https://northvolt.com/ Even if most of the production is located outside of Sweden, because of. (drum roll
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